KAMIX vs. PONPX
Compare and contrast key facts about Kensington Managed Income Fund (KAMIX) and PIMCO Income Fund Class I-2 (PONPX).
KAMIX is managed by Advisors Preferred. It was launched on May 30, 2019. PONPX is managed by PIMCO.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: KAMIX or PONPX.
Correlation
The correlation between KAMIX and PONPX is 0.39, 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.
Performance
KAMIX vs. PONPX - Performance Comparison
Key characteristics
KAMIX:
0.82
PONPX:
2.08
KAMIX:
1.05
PONPX:
3.18
KAMIX:
1.18
PONPX:
1.42
KAMIX:
0.47
PONPX:
3.06
KAMIX:
3.06
PONPX:
9.21
KAMIX:
0.94%
PONPX:
0.93%
KAMIX:
3.53%
PONPX:
4.12%
KAMIX:
-10.92%
PONPX:
-13.39%
KAMIX:
-3.26%
PONPX:
-0.93%
Returns By Period
In the year-to-date period, KAMIX achieves a -1.45% return, which is significantly lower than PONPX's 2.60% return.
KAMIX
-1.45%
-2.07%
-0.81%
2.89%
2.31%
N/A
PONPX
2.60%
-0.15%
3.40%
8.77%
4.74%
4.19%
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KAMIX vs. PONPX - Expense Ratio Comparison
KAMIX has a 1.36% expense ratio, which is higher than PONPX's 0.72% expense ratio.
Risk-Adjusted Performance
KAMIX vs. PONPX — Risk-Adjusted Performance Rank
KAMIX
PONPX
KAMIX vs. PONPX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Kensington Managed Income Fund (KAMIX) and PIMCO Income Fund Class I-2 (PONPX). 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
KAMIX vs. PONPX - Dividend Comparison
KAMIX's dividend yield for the trailing twelve months is around 5.64%, less than PONPX's 6.10% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
KAMIX Kensington Managed Income Fund | 5.64% | 5.60% | 4.15% | 0.75% | 2.51% | 2.01% | 1.07% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
PONPX PIMCO Income Fund Class I-2 | 6.10% | 6.16% | 6.10% | 6.28% | 3.92% | 4.79% | 5.76% | 5.58% | 5.32% | 5.47% | 7.64% | 6.18% |
Drawdowns
KAMIX vs. PONPX - Drawdown Comparison
The maximum KAMIX drawdown since its inception was -10.92%, smaller than the maximum PONPX drawdown of -13.39%. Use the drawdown chart below to compare losses from any high point for KAMIX and PONPX. For additional features, visit the drawdowns tool.
Volatility
KAMIX vs. PONPX - Volatility Comparison
Kensington Managed Income Fund (KAMIX) and PIMCO Income Fund Class I-2 (PONPX) have volatilities of 1.89% and 1.97%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.