OPH.AX vs. PIMIX
Compare and contrast key facts about Ophir Asset Management Pty Ltd - Ophir High Conviction Fund (OPH.AX) and PIMCO Income Fund Institutional Class (PIMIX).
PIMIX is managed by PIMCO. It was launched on Mar 30, 2007.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: OPH.AX or PIMIX.
Correlation
The correlation between OPH.AX and PIMIX is 0.23, 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
OPH.AX vs. PIMIX - Performance Comparison
Key characteristics
OPH.AX:
1.88
PIMIX:
1.98
OPH.AX:
2.57
PIMIX:
2.98
OPH.AX:
1.33
PIMIX:
1.39
OPH.AX:
1.09
PIMIX:
3.38
OPH.AX:
10.16
PIMIX:
8.42
OPH.AX:
3.74%
PIMIX:
0.95%
OPH.AX:
20.16%
PIMIX:
4.02%
OPH.AX:
-43.14%
PIMIX:
-13.39%
OPH.AX:
-8.82%
PIMIX:
0.00%
Returns By Period
In the year-to-date period, OPH.AX achieves a 9.06% return, which is significantly higher than PIMIX's 1.76% return.
OPH.AX
9.06%
8.70%
22.64%
39.16%
8.46%
N/A
PIMIX
1.76%
1.67%
2.58%
7.97%
3.10%
4.45%
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Risk-Adjusted Performance
OPH.AX vs. PIMIX — Risk-Adjusted Performance Rank
OPH.AX
PIMIX
OPH.AX vs. PIMIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Ophir Asset Management Pty Ltd - Ophir High Conviction Fund (OPH.AX) and PIMCO Income Fund Institutional Class (PIMIX). 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
OPH.AX vs. PIMIX - Dividend Comparison
OPH.AX's dividend yield for the trailing twelve months is around 1.85%, less than PIMIX's 6.20% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
OPH.AX Ophir Asset Management Pty Ltd - Ophir High Conviction Fund | 1.85% | 2.01% | 4.61% | 6.10% | 10.31% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
PIMIX PIMCO Income Fund Institutional Class | 6.20% | 6.27% | 6.21% | 6.40% | 4.02% | 4.89% | 5.86% | 5.68% | 5.41% | 5.57% | 7.84% | 6.30% |
Drawdowns
OPH.AX vs. PIMIX - Drawdown Comparison
The maximum OPH.AX drawdown since its inception was -43.14%, which is greater than PIMIX's maximum drawdown of -13.39%. Use the drawdown chart below to compare losses from any high point for OPH.AX and PIMIX. For additional features, visit the drawdowns tool.
Volatility
OPH.AX vs. PIMIX - Volatility Comparison
Ophir Asset Management Pty Ltd - Ophir High Conviction Fund (OPH.AX) has a higher volatility of 5.95% compared to PIMCO Income Fund Institutional Class (PIMIX) at 0.87%. This indicates that OPH.AX's price experiences larger fluctuations and is considered to be riskier than PIMIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.