GSSRX vs. PFIIX
Compare and contrast key facts about Goldman Sachs Short Duration Bond Fund (GSSRX) and PIMCO Low Duration Income Fund (PFIIX).
GSSRX is managed by Goldman Sachs. It was launched on Feb 29, 2012. PFIIX is managed by PIMCO. It was launched on Jul 30, 2004.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: GSSRX or PFIIX.
Correlation
The correlation between GSSRX and PFIIX is 0.40, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
GSSRX vs. PFIIX - Performance Comparison
Key characteristics
GSSRX:
1.99
PFIIX:
2.68
GSSRX:
3.15
PFIIX:
4.28
GSSRX:
1.43
PFIIX:
1.61
GSSRX:
4.01
PFIIX:
5.73
GSSRX:
9.88
PFIIX:
18.32
GSSRX:
0.46%
PFIIX:
0.39%
GSSRX:
2.26%
PFIIX:
2.67%
GSSRX:
-8.53%
PFIIX:
-29.16%
GSSRX:
-0.89%
PFIIX:
-0.98%
Returns By Period
In the year-to-date period, GSSRX achieves a 4.10% return, which is significantly lower than PFIIX's 6.57% return. Over the past 10 years, GSSRX has underperformed PFIIX with an annualized return of 2.07%, while PFIIX has yielded a comparatively higher 4.19% annualized return.
GSSRX
4.10%
0.00%
2.78%
4.50%
1.88%
2.07%
PFIIX
6.57%
0.10%
3.51%
7.15%
3.43%
4.19%
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GSSRX vs. PFIIX - Expense Ratio Comparison
GSSRX has a 0.48% expense ratio, which is lower than PFIIX's 0.50% expense ratio.
Risk-Adjusted Performance
GSSRX vs. PFIIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Goldman Sachs Short Duration Bond Fund (GSSRX) and PIMCO Low Duration Income Fund (PFIIX). 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
GSSRX vs. PFIIX - Dividend Comparison
GSSRX's dividend yield for the trailing twelve months is around 3.55%, less than PFIIX's 5.29% yield.
TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
Goldman Sachs Short Duration Bond Fund | 3.55% | 3.15% | 2.18% | 1.36% | 2.16% | 2.86% | 2.55% | 2.21% | 2.08% | 2.43% | 1.61% | 1.44% |
PIMCO Low Duration Income Fund | 5.29% | 4.99% | 6.32% | 3.06% | 3.46% | 4.76% | 3.21% | 3.15% | 3.78% | 5.37% | 5.15% | 4.50% |
Drawdowns
GSSRX vs. PFIIX - Drawdown Comparison
The maximum GSSRX drawdown since its inception was -8.53%, smaller than the maximum PFIIX drawdown of -29.16%. Use the drawdown chart below to compare losses from any high point for GSSRX and PFIIX. For additional features, visit the drawdowns tool.
Volatility
GSSRX vs. PFIIX - Volatility Comparison
The current volatility for Goldman Sachs Short Duration Bond Fund (GSSRX) is 0.50%, while PIMCO Low Duration Income Fund (PFIIX) has a volatility of 0.85%. This indicates that GSSRX experiences smaller price fluctuations and is considered to be less risky than PFIIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.