PACIX vs. ANNPX
Compare and contrast key facts about Columbia Convertible Securities Fund (PACIX) and Virtus Convertible Fund (ANNPX).
PACIX is managed by Columbia. It was launched on Sep 24, 1987. ANNPX is managed by Allianz. It was launched on Apr 18, 1993.
Performance
PACIX vs. ANNPX - Performance Comparison
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PACIX vs. ANNPX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PACIX Columbia Convertible Securities Fund | 0.04% | 19.58% | 9.51% | 11.91% | -19.54% | 3.71% | 47.86% | 26.15% | -1.03% | 15.07% |
ANNPX Virtus Convertible Fund | -0.19% | 22.50% | 14.13% | 8.39% | -18.65% | 4.96% | 55.99% | 26.45% | 2.76% | 15.22% |
Returns By Period
In the year-to-date period, PACIX achieves a 0.04% return, which is significantly higher than ANNPX's -0.19% return. Over the past 10 years, PACIX has underperformed ANNPX with an annualized return of 11.54%, while ANNPX has yielded a comparatively higher 12.62% annualized return.
PACIX
- 1D
- -1.58%
- 1M
- -6.43%
- YTD
- 0.04%
- 6M
- 2.18%
- 1Y
- 22.13%
- 3Y*
- 12.16%
- 5Y*
- 3.68%
- 10Y*
- 11.54%
ANNPX
- 1D
- -1.73%
- 1M
- -5.81%
- YTD
- -0.19%
- 6M
- 2.89%
- 1Y
- 26.44%
- 3Y*
- 13.75%
- 5Y*
- 4.99%
- 10Y*
- 12.62%
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PACIX vs. ANNPX - Expense Ratio Comparison
PACIX has a 1.12% expense ratio, which is higher than ANNPX's 0.71% expense ratio.
Return for Risk
PACIX vs. ANNPX — Risk / Return Rank
PACIX
ANNPX
PACIX vs. ANNPX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Columbia Convertible Securities Fund (PACIX) and Virtus Convertible Fund (ANNPX). 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.
| PACIX | ANNPX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.49 | 1.87 | -0.38 |
Sortino ratioReturn per unit of downside risk | 2.03 | 2.48 | -0.46 |
Omega ratioGain probability vs. loss probability | 1.27 | 1.34 | -0.07 |
Calmar ratioReturn relative to maximum drawdown | 2.60 | 3.47 | -0.88 |
Martin ratioReturn relative to average drawdown | 9.39 | 13.90 | -4.51 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| PACIX | ANNPX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.49 | 1.87 | -0.38 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.29 | 0.39 | -0.11 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.87 | 0.94 | -0.07 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.81 | 0.51 | +0.30 |
Correlation
The correlation between PACIX and ANNPX is 0.92, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
PACIX vs. ANNPX - Dividend Comparison
PACIX's dividend yield for the trailing twelve months is around 1.48%, less than ANNPX's 11.28% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PACIX Columbia Convertible Securities Fund | 1.48% | 1.45% | 1.96% | 2.53% | 9.87% | 22.27% | 7.81% | 6.29% | 5.29% | 2.75% | 2.34% | 9.91% |
ANNPX Virtus Convertible Fund | 11.28% | 11.32% | 2.31% | 2.56% | 1.55% | 20.74% | 6.94% | 5.12% | 18.79% | 23.47% | 2.88% | 10.63% |
Drawdowns
PACIX vs. ANNPX - Drawdown Comparison
The maximum PACIX drawdown since its inception was -43.86%, smaller than the maximum ANNPX drawdown of -55.61%. Use the drawdown chart below to compare losses from any high point for PACIX and ANNPX.
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Drawdown Indicators
| PACIX | ANNPX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -43.86% | -55.61% | +11.75% |
Max Drawdown (1Y)Largest decline over 1 year | -7.85% | -7.15% | -0.70% |
Max Drawdown (5Y)Largest decline over 5 years | -26.71% | -26.85% | +0.14% |
Max Drawdown (10Y)Largest decline over 10 years | -28.74% | -27.36% | -1.38% |
Current DrawdownCurrent decline from peak | -7.85% | -7.15% | -0.70% |
Average DrawdownAverage peak-to-trough decline | -6.86% | -17.54% | +10.68% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.17% | 1.79% | +0.38% |
Volatility
PACIX vs. ANNPX - Volatility Comparison
Columbia Convertible Securities Fund (PACIX) and Virtus Convertible Fund (ANNPX) have volatilities of 5.94% and 6.20%, 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.
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Volatility by Period
| PACIX | ANNPX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.94% | 6.20% | -0.26% |
Volatility (6M)Calculated over the trailing 6-month period | 11.69% | 11.16% | +0.53% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.68% | 14.09% | +0.59% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 12.97% | 12.78% | +0.19% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 13.25% | 13.44% | -0.19% |