FFANX vs. PLFRX
Compare and contrast key facts about Fidelity Asset Manager 40% Fund (FFANX) and Pacific Funds Floating Rate Income (PLFRX).
FFANX is managed by BlackRock. It was launched on Oct 9, 2007. PLFRX is managed by Pacific Funds Series Trust. It was launched on Jun 29, 2011.
Performance
FFANX vs. PLFRX - Performance Comparison
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FFANX vs. PLFRX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FFANX Fidelity Asset Manager 40% Fund | -0.14% | 13.16% | 7.40% | 11.52% | -13.62% | 8.03% | 13.10% | 15.81% | -4.06% | 11.25% |
PLFRX Pacific Funds Floating Rate Income | -1.23% | 6.68% | 8.38% | 13.94% | -2.01% | 4.36% | 1.26% | 8.30% | 0.39% | 4.33% |
Returns By Period
In the year-to-date period, FFANX achieves a -0.14% return, which is significantly higher than PLFRX's -1.23% return. Over the past 10 years, FFANX has outperformed PLFRX with an annualized return of 6.28%, while PLFRX has yielded a comparatively lower 5.05% annualized return.
FFANX
- 1D
- 1.44%
- 1M
- -3.24%
- YTD
- -0.14%
- 6M
- 1.77%
- 1Y
- 12.13%
- 3Y*
- 9.01%
- 5Y*
- 4.47%
- 10Y*
- 6.28%
PLFRX
- 1D
- 0.11%
- 1M
- 0.22%
- YTD
- -1.23%
- 6M
- 0.53%
- 1Y
- 4.98%
- 3Y*
- 7.91%
- 5Y*
- 5.58%
- 10Y*
- 5.05%
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FFANX vs. PLFRX - Expense Ratio Comparison
FFANX has a 0.52% expense ratio, which is lower than PLFRX's 0.68% expense ratio.
Return for Risk
FFANX vs. PLFRX — Risk / Return Rank
FFANX
PLFRX
FFANX vs. PLFRX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Asset Manager 40% Fund (FFANX) and Pacific Funds Floating Rate Income (PLFRX). 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.
| FFANX | PLFRX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.59 | 1.84 | -0.24 |
Sortino ratioReturn per unit of downside risk | 2.26 | 3.18 | -0.91 |
Omega ratioGain probability vs. loss probability | 1.33 | 1.56 | -0.23 |
Calmar ratioReturn relative to maximum drawdown | 2.22 | 3.03 | -0.81 |
Martin ratioReturn relative to average drawdown | 9.23 | 9.76 | -0.53 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| FFANX | PLFRX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.59 | 1.84 | -0.24 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.58 | 2.05 | -1.47 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.82 | 1.35 | -0.53 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.63 | 1.43 | -0.80 |
Correlation
The correlation between FFANX and PLFRX is 0.29, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
FFANX vs. PLFRX - Dividend Comparison
FFANX's dividend yield for the trailing twelve months is around 3.97%, less than PLFRX's 6.58% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FFANX Fidelity Asset Manager 40% Fund | 3.97% | 3.97% | 2.81% | 2.49% | 5.75% | 2.35% | 2.36% | 3.67% | 4.56% | 2.56% | 1.43% | 3.18% |
PLFRX Pacific Funds Floating Rate Income | 6.58% | 7.18% | 8.47% | 8.92% | 4.39% | 3.65% | 3.68% | 5.10% | 5.03% | 4.46% | 4.21% | 4.52% |
Drawdowns
FFANX vs. PLFRX - Drawdown Comparison
The maximum FFANX drawdown since its inception was -31.69%, which is greater than PLFRX's maximum drawdown of -18.75%. Use the drawdown chart below to compare losses from any high point for FFANX and PLFRX.
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Drawdown Indicators
| FFANX | PLFRX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -31.69% | -18.75% | -12.94% |
Max Drawdown (1Y)Largest decline over 1 year | -5.67% | -1.73% | -3.94% |
Max Drawdown (5Y)Largest decline over 5 years | -18.52% | -6.44% | -12.08% |
Max Drawdown (10Y)Largest decline over 10 years | -18.52% | -18.75% | +0.23% |
Current DrawdownCurrent decline from peak | -3.83% | -1.44% | -2.39% |
Average DrawdownAverage peak-to-trough decline | -3.83% | -0.73% | -3.10% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.36% | 0.56% | +0.80% |
Volatility
FFANX vs. PLFRX - Volatility Comparison
Fidelity Asset Manager 40% Fund (FFANX) has a higher volatility of 3.47% compared to Pacific Funds Floating Rate Income (PLFRX) at 0.74%. This indicates that FFANX's price experiences larger fluctuations and is considered to be riskier than PLFRX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FFANX | PLFRX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.47% | 0.74% | +2.73% |
Volatility (6M)Calculated over the trailing 6-month period | 5.08% | 1.79% | +3.29% |
Volatility (1Y)Calculated over the trailing 1-year period | 7.91% | 2.76% | +5.15% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 7.80% | 2.74% | +5.06% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 7.64% | 3.75% | +3.89% |