GIBIX vs. PLFRX
GIBIX (Guggenheim Total Return Bond Fund) and PLFRX (Pacific Funds Floating Rate Income) are both mutual funds - GIBIX is a Intermediate Core-Plus Bond fund managed by Guggenheim, while PLFRX is a Bank Loan fund managed by Pacific Funds Series Trust. Over the past 10 years, GIBIX returned 2.46%/yr vs 5.02%/yr for PLFRX. Their 0.12 correlation means their historical movements had little consistent relationship. GIBIX charges 0.50%/yr vs 0.68%/yr for PLFRX.
Performance
GIBIX vs. PLFRX - Performance Comparison
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Returns By Period
In the year-to-date period, GIBIX achieves a -0.49% return, which is significantly lower than PLFRX's 1.43% return. Over the past 10 years, GIBIX has underperformed PLFRX with an annualized return of 2.46%, while PLFRX has yielded a comparatively higher 5.02% annualized return.
GIBIX
- 1D
- 0.00%
- 1M
- -1.31%
- 6M
- -0.86%
- YTD
- -0.49%
- 1Y
- 2.34%
- 3Y*
- 4.93%
- 5Y*
- -0.17%
- 10Y*
- 2.46%
- ALL TIME*
- 3.74%
PLFRX
- 1D
- 0.00%
- 1M
- 0.00%
- 6M
- 1.46%
- YTD
- 1.43%
- 1Y
- 4.49%
- 3Y*
- 7.21%
- 5Y*
- 5.85%
- 10Y*
- 5.02%
- ALL TIME*
- 4.83%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
GIBIX vs. PLFRX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
GIBIX Guggenheim Total Return Bond Fund | -0.49% | 8.22% | 3.18% | 7.45% | -16.38% | -0.58% | 14.94% | 4.45% | 0.89% | 6.50% |
PLFRX Pacific Funds Floating Rate Income | 1.43% | 6.68% | 8.38% | 13.94% | -2.01% | 4.36% | 1.26% | 8.30% | 0.39% | 4.33% |
Correlation
The correlation between GIBIX and PLFRX is 0.27, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.27 |
Correlation (3Y) Balances recent behavior with more history. | 0.24 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.24 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.15 |
Correlation (All Time) Calculated using the full available price history since Jan 3, 2012 | 0.12 |
The correlation between GIBIX and PLFRX shifts across timeframes, from 0.12 (all time) to 0.27 (1 year), reflecting how their relationship changes across market environments.
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Return for Risk
GIBIX vs. PLFRX — Risk / Return Rank
GIBIX
PLFRX
GIBIX vs. PLFRX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Guggenheim Total Return Bond Fund (GIBIX) 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| GIBIX | PLFRX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.09 | ||
| Sortino ratioReturn per unit of downside risk | -3.09 | ||
| Omega ratioGain probability vs. loss probability | 1.16 | 1.66 | -0.50 |
| Calmar ratioReturn relative to maximum drawdown | 1.20 | 2.92 | -1.72 |
| Martin ratioReturn relative to average drawdown | 3.20 | 9.83 | -6.62 |
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Drawdowns
GIBIX vs. PLFRX - Drawdown Comparison
The maximum GIBIX drawdown since its inception was -21.44%, which is greater than PLFRX's maximum drawdown of -18.75%. Use the drawdown chart below to compare losses from any high point for GIBIX and PLFRX.
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Drawdown Indicators
| GIBIX | PLFRX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -21.44% | -18.75% | -2.69% |
Max Drawdown (1Y)Largest decline over 1 year | -2.99% | -1.73% | -1.26% |
Max Drawdown (3Y)Largest decline over 3 years | -4.94% | -2.17% | -2.77% |
Max Drawdown (5Y)Largest decline over 5 years | -21.44% | -6.44% | -15.00% |
Max Drawdown (10Y)Largest decline over 10 years | -21.44% | -18.75% | -2.69% |
Current DrawdownCurrent decline from peak | -2.27% | -0.22% | -2.05% |
Average DrawdownAverage peak-to-trough decline | -3.40% | -0.72% | -2.68% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.12% | 0.51% | +0.61% |
Volatility
GIBIX vs. PLFRX - Volatility Comparison
Guggenheim Total Return Bond Fund (GIBIX) has a higher volatility of 0.91% compared to Pacific Funds Floating Rate Income (PLFRX) at 0.25%. This indicates that GIBIX'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
| GIBIX | PLFRX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.91% | 0.25% | +0.66% |
Volatility (6M)Calculated over the trailing 6-month period | 3.08% | 1.89% | +1.19% |
Volatility (1Y)Calculated over the trailing 1-year period | 3.85% | 2.49% | +1.36% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 5.83% | 2.80% | +3.03% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 4.78% | 3.77% | +1.01% |
GIBIX vs. PLFRX - Expense Ratio Comparison
GIBIX has a 0.50% expense ratio, which is lower than PLFRX's 0.68% expense ratio.
Dividends
GIBIX vs. PLFRX - Dividend Comparison
GIBIX's dividend yield for the trailing twelve months is around 4.75%, less than PLFRX's 6.37% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
GIBIX Guggenheim Total Return Bond Fund | 4.75% | 5.03% | 4.71% | 4.44% | 3.08% | 3.36% | 4.80% | 2.38% | 3.25% | 3.38% | 4.68% | 4.39% |
PLFRX Pacific Funds Floating Rate Income | 6.37% | 7.18% | 8.47% | 8.92% | 4.39% | 3.65% | 3.68% | 5.10% | 5.03% | 4.46% | 4.21% | 4.52% |
Frequently Asked Questions
GIBIX and PLFRX have a correlation of 0.27, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
GIBIX has higher volatility (0.91%) compared to PLFRX (0.25%). In terms of maximum drawdown, GIBIX dropped -21.44% vs PLFRX's -18.75%.
PLFRX currently has the higher Sharpe Ratio (2.03 vs 0.94), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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