NFDIX vs. PSLDX
Compare and contrast key facts about Newfound Risk Managed U.S. Growth Fund (NFDIX) and PIMCO StocksPLUS Long Duration Fund Class I (PSLDX).
NFDIX is managed by Newfound. It was launched on Jun 1, 2015. PSLDX is managed by PIMCO. It was launched on Aug 31, 2007.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: NFDIX or PSLDX.
Correlation
The correlation between NFDIX and PSLDX is 0.69, 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
NFDIX vs. PSLDX - Performance Comparison
Key characteristics
Returns By Period
NFDIX
N/A
N/A
N/A
N/A
N/A
N/A
PSLDX
5.63%
4.29%
2.28%
22.28%
6.62%
12.27%
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NFDIX vs. PSLDX - Expense Ratio Comparison
NFDIX has a 1.27% expense ratio, which is higher than PSLDX's 0.61% expense ratio.
Risk-Adjusted Performance
NFDIX vs. PSLDX — Risk-Adjusted Performance Rank
NFDIX
PSLDX
NFDIX vs. PSLDX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Newfound Risk Managed U.S. Growth Fund (NFDIX) and PIMCO StocksPLUS Long Duration Fund Class I (PSLDX). 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
NFDIX vs. PSLDX - Dividend Comparison
NFDIX has not paid dividends to shareholders, while PSLDX's dividend yield for the trailing twelve months is around 14.42%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NFDIX Newfound Risk Managed U.S. Growth Fund | 0.00% | 0.00% | 0.04% | 0.00% | 2.80% | 0.72% | 0.88% | 6.84% | 0.78% | 2.05% | 0.21% | 0.00% |
PSLDX PIMCO StocksPLUS Long Duration Fund Class I | 14.42% | 16.73% | 3.67% | 2.66% | 38.80% | 11.13% | 14.09% | 15.58% | 24.51% | 11.55% | 12.08% | 23.01% |
Drawdowns
NFDIX vs. PSLDX - Drawdown Comparison
Volatility
NFDIX vs. PSLDX - Volatility Comparison
The current volatility for Newfound Risk Managed U.S. Growth Fund (NFDIX) is 0.00%, while PIMCO StocksPLUS Long Duration Fund Class I (PSLDX) has a volatility of 4.60%. This indicates that NFDIX experiences smaller price fluctuations and is considered to be less risky than PSLDX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.