FCBYX vs. PONPX
Compare and contrast key facts about Nuveen Strategic Income Fund (FCBYX) and PIMCO Income Fund Class I-2 (PONPX).
FCBYX is managed by Nuveen. It was launched on Jan 31, 2000. PONPX is managed by PIMCO.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FCBYX or PONPX.
Correlation
The correlation between FCBYX and PONPX is 0.71, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
FCBYX vs. PONPX - Performance Comparison
Key characteristics
FCBYX:
1.84
PONPX:
1.21
FCBYX:
2.79
PONPX:
1.77
FCBYX:
1.34
PONPX:
1.23
FCBYX:
1.80
PONPX:
2.12
FCBYX:
8.27
PONPX:
5.14
FCBYX:
0.86%
PONPX:
0.97%
FCBYX:
3.88%
PONPX:
4.12%
FCBYX:
-25.72%
PONPX:
-13.39%
FCBYX:
-1.59%
PONPX:
-2.28%
Returns By Period
In the year-to-date period, FCBYX achieves a 6.37% return, which is significantly higher than PONPX's 4.16% return. Over the past 10 years, FCBYX has underperformed PONPX with an annualized return of 3.39%, while PONPX has yielded a comparatively higher 4.11% annualized return.
FCBYX
6.37%
0.25%
3.30%
7.14%
2.75%
3.39%
PONPX
4.16%
-0.47%
2.29%
4.89%
2.76%
4.11%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
FCBYX vs. PONPX - Expense Ratio Comparison
FCBYX has a 0.59% expense ratio, which is lower than PONPX's 0.72% expense ratio.
Risk-Adjusted Performance
FCBYX vs. PONPX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Nuveen Strategic Income Fund (FCBYX) and PIMCO Income Fund Class I-2 (PONPX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Dividends
FCBYX vs. PONPX - Dividend Comparison
FCBYX's dividend yield for the trailing twelve months is around 6.38%, more than PONPX's 5.65% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FCBYX Nuveen Strategic Income Fund | 6.38% | 5.59% | 4.47% | 3.09% | 3.58% | 3.70% | 3.92% | 4.94% | 5.34% | 5.54% | 5.19% | 5.00% |
PONPX PIMCO Income Fund Class I-2 | 5.65% | 6.10% | 6.28% | 3.92% | 4.79% | 5.76% | 5.58% | 5.32% | 5.47% | 7.64% | 6.18% | 5.37% |
Drawdowns
FCBYX vs. PONPX - Drawdown Comparison
The maximum FCBYX drawdown since its inception was -25.72%, which is greater than PONPX's maximum drawdown of -13.39%. Use the drawdown chart below to compare losses from any high point for FCBYX and PONPX. For additional features, visit the drawdowns tool.
Volatility
FCBYX vs. PONPX - Volatility Comparison
Nuveen Strategic Income Fund (FCBYX) has a higher volatility of 1.20% compared to PIMCO Income Fund Class I-2 (PONPX) at 1.02%. This indicates that FCBYX's price experiences larger fluctuations and is considered to be riskier than PONPX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.