Correlation
The correlation between FJSYX and PIMIX is 0.12, 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.
FJSYX vs. PIMIX
Compare and contrast key facts about Nuveen Credit Income Fund (FJSYX) and PIMCO Income Fund Institutional Class (PIMIX).
FJSYX is managed by Nuveen. It was launched on Aug 30, 2001. PIMIX is managed by PIMCO. It was launched on Mar 30, 2007.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FJSYX or PIMIX.
Performance
FJSYX vs. PIMIX - Performance Comparison
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Key characteristics
FJSYX:
2.55
PIMIX:
1.93
FJSYX:
4.04
PIMIX:
2.87
FJSYX:
1.66
PIMIX:
1.38
FJSYX:
2.58
PIMIX:
2.84
FJSYX:
10.00
PIMIX:
8.31
FJSYX:
0.99%
PIMIX:
0.96%
FJSYX:
3.98%
PIMIX:
4.14%
FJSYX:
-36.44%
PIMIX:
-13.39%
FJSYX:
0.00%
PIMIX:
-0.51%
Returns By Period
In the year-to-date period, FJSYX achieves a 2.01% return, which is significantly lower than PIMIX's 3.06% return. Both investments have delivered pretty close results over the past 10 years, with FJSYX having a 4.46% annualized return and PIMIX not far behind at 4.29%.
FJSYX
2.01%
1.49%
1.88%
10.11%
7.95%
6.56%
4.46%
PIMIX
3.06%
-0.47%
2.24%
7.95%
5.30%
4.27%
4.29%
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FJSYX vs. PIMIX - Expense Ratio Comparison
FJSYX has a 0.75% expense ratio, which is higher than PIMIX's 0.62% expense ratio.
Risk-Adjusted Performance
FJSYX vs. PIMIX — Risk-Adjusted Performance Rank
FJSYX
PIMIX
FJSYX vs. PIMIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Nuveen Credit Income Fund (FJSYX) and PIMCO Income Fund Institutional Class (PIMIX). 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.
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Dividends
FJSYX vs. PIMIX - Dividend Comparison
FJSYX's dividend yield for the trailing twelve months is around 9.72%, more than PIMIX's 6.21% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FJSYX Nuveen Credit Income Fund | 9.72% | 8.42% | 7.32% | 5.80% | 4.73% | 4.74% | 6.20% | 7.84% | 7.07% | 7.09% | 8.14% | 8.02% |
PIMIX PIMCO Income Fund Institutional Class | 6.21% | 6.27% | 6.21% | 6.40% | 4.02% | 4.89% | 5.86% | 5.68% | 5.41% | 5.57% | 7.94% | 6.54% |
Drawdowns
FJSYX vs. PIMIX - Drawdown Comparison
The maximum FJSYX drawdown since its inception was -36.44%, which is greater than PIMIX's maximum drawdown of -13.39%. Use the drawdown chart below to compare losses from any high point for FJSYX and PIMIX.
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Volatility
FJSYX vs. PIMIX - Volatility Comparison
The current volatility for Nuveen Credit Income Fund (FJSYX) is 0.97%, while PIMCO Income Fund Institutional Class (PIMIX) has a volatility of 1.32%. This indicates that FJSYX experiences smaller price fluctuations and is considered to be less risky than PIMIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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