Correlation
The correlation between FJSYX and PLFRX is 0.25, 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. PLFRX
Compare and contrast key facts about Nuveen Credit Income Fund (FJSYX) and Pacific Funds Floating Rate Income (PLFRX).
FJSYX is managed by Nuveen. It was launched on Aug 30, 2001. PLFRX is managed by Pacific Funds Series Trust. It was launched on Jun 29, 2011.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FJSYX or PLFRX.
Performance
FJSYX vs. PLFRX - Performance Comparison
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Key characteristics
FJSYX:
2.55
PLFRX:
2.23
FJSYX:
4.04
PLFRX:
4.25
FJSYX:
1.66
PLFRX:
1.85
FJSYX:
2.58
PLFRX:
2.83
FJSYX:
10.00
PLFRX:
13.86
FJSYX:
0.99%
PLFRX:
0.44%
FJSYX:
3.98%
PLFRX:
2.82%
FJSYX:
-36.44%
PLFRX:
-18.75%
FJSYX:
0.00%
PLFRX:
0.00%
Returns By Period
In the year-to-date period, FJSYX achieves a 2.01% return, which is significantly higher than PLFRX's 1.20% return. Over the past 10 years, FJSYX has underperformed PLFRX with an annualized return of 4.46%, while PLFRX has yielded a comparatively higher 4.80% annualized return.
FJSYX
2.01%
1.49%
1.88%
10.11%
7.95%
6.56%
4.46%
PLFRX
1.20%
0.75%
1.66%
6.24%
8.26%
6.59%
4.80%
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FJSYX vs. PLFRX - Expense Ratio Comparison
FJSYX has a 0.75% expense ratio, which is higher than PLFRX's 0.68% expense ratio.
Risk-Adjusted Performance
FJSYX vs. PLFRX — Risk-Adjusted Performance Rank
FJSYX
PLFRX
FJSYX vs. PLFRX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Nuveen Credit Income Fund (FJSYX) 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.
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Dividends
FJSYX vs. PLFRX - Dividend Comparison
FJSYX's dividend yield for the trailing twelve months is around 9.72%, more than PLFRX's 7.91% 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% |
PLFRX Pacific Funds Floating Rate Income | 7.91% | 8.47% | 8.92% | 5.66% | 3.93% | 4.06% | 5.14% | 5.08% | 4.46% | 4.22% | 4.51% | 4.84% |
Drawdowns
FJSYX vs. PLFRX - Drawdown Comparison
The maximum FJSYX drawdown since its inception was -36.44%, which is greater than PLFRX's maximum drawdown of -18.75%. Use the drawdown chart below to compare losses from any high point for FJSYX and PLFRX.
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Volatility
FJSYX vs. PLFRX - Volatility Comparison
Nuveen Credit Income Fund (FJSYX) has a higher volatility of 0.97% compared to Pacific Funds Floating Rate Income (PLFRX) at 0.42%. This indicates that FJSYX'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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