PFIIX vs. ECSIX
Compare and contrast key facts about PIMCO Low Duration Income Fund (PFIIX) and Eaton Vance Short Duration Strategic Income Fund (ECSIX).
PFIIX is managed by PIMCO. It was launched on Jul 30, 2004. ECSIX is managed by Eaton Vance. It was launched on May 24, 1994.
Performance
PFIIX vs. ECSIX - Performance Comparison
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PFIIX vs. ECSIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PFIIX PIMCO Low Duration Income Fund | -0.72% | 9.56% | 7.19% | 7.78% | -5.29% | 2.38% | 4.84% | 6.72% | 1.56% | 6.05% |
ECSIX Eaton Vance Short Duration Strategic Income Fund | 0.27% | 10.19% | 5.71% | 7.31% | -3.31% | 0.69% | 6.60% | 5.76% | -3.37% | 4.04% |
Returns By Period
In the year-to-date period, PFIIX achieves a -0.72% return, which is significantly lower than ECSIX's 0.27% return. Over the past 10 years, PFIIX has outperformed ECSIX with an annualized return of 5.09%, while ECSIX has yielded a comparatively lower 3.88% annualized return.
PFIIX
- 1D
- 0.25%
- 1M
- -1.92%
- YTD
- -0.72%
- 6M
- 1.39%
- 1Y
- 5.80%
- 3Y*
- 7.32%
- 5Y*
- 3.91%
- 10Y*
- 5.09%
ECSIX
- 1D
- 0.19%
- 1M
- -2.24%
- YTD
- 0.27%
- 6M
- 2.84%
- 1Y
- 8.37%
- 3Y*
- 7.03%
- 5Y*
- 3.94%
- 10Y*
- 3.88%
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PFIIX vs. ECSIX - Expense Ratio Comparison
PFIIX has a 0.50% expense ratio, which is lower than ECSIX's 1.82% expense ratio.
Return for Risk
PFIIX vs. ECSIX — Risk / Return Rank
PFIIX
ECSIX
PFIIX vs. ECSIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for PIMCO Low Duration Income Fund (PFIIX) and Eaton Vance Short Duration Strategic Income Fund (ECSIX). 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.
| PFIIX | ECSIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.17 | 2.80 | -0.63 |
Sortino ratioReturn per unit of downside risk | 3.34 | 4.07 | -0.73 |
Omega ratioGain probability vs. loss probability | 1.49 | 1.60 | -0.11 |
Calmar ratioReturn relative to maximum drawdown | 2.92 | 3.30 | -0.39 |
Martin ratioReturn relative to average drawdown | 11.40 | 13.69 | -2.29 |
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
| PFIIX | ECSIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.17 | 2.80 | -0.63 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 1.27 | 1.26 | +0.01 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 1.61 | 1.23 | +0.39 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.91 | 1.46 | -0.55 |
Correlation
The correlation between PFIIX and ECSIX is 0.45, 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.
Dividends
PFIIX vs. ECSIX - Dividend Comparison
PFIIX's dividend yield for the trailing twelve months is around 5.05%, less than ECSIX's 6.33% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PFIIX PIMCO Low Duration Income Fund | 5.05% | 5.49% | 5.94% | 4.97% | 5.35% | 3.06% | 3.44% | 4.74% | 3.22% | 3.13% | 3.75% | 5.36% |
ECSIX Eaton Vance Short Duration Strategic Income Fund | 6.33% | 5.07% | 6.21% | 6.18% | 4.78% | 3.54% | 3.47% | 3.53% | 3.19% | 2.96% | 3.20% | 3.54% |
Drawdowns
PFIIX vs. ECSIX - Drawdown Comparison
The maximum PFIIX drawdown since its inception was -28.35%, which is greater than ECSIX's maximum drawdown of -12.95%. Use the drawdown chart below to compare losses from any high point for PFIIX and ECSIX.
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Drawdown Indicators
| PFIIX | ECSIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -28.35% | -12.95% | -15.40% |
Max Drawdown (1Y)Largest decline over 1 year | -2.16% | -2.43% | +0.27% |
Max Drawdown (5Y)Largest decline over 5 years | -8.84% | -7.19% | -1.65% |
Max Drawdown (10Y)Largest decline over 10 years | -11.72% | -12.53% | +0.81% |
Current DrawdownCurrent decline from peak | -1.92% | -2.24% | +0.32% |
Average DrawdownAverage peak-to-trough decline | -2.62% | -1.34% | -1.28% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.55% | 0.59% | -0.04% |
Volatility
PFIIX vs. ECSIX - Volatility Comparison
PIMCO Low Duration Income Fund (PFIIX) and Eaton Vance Short Duration Strategic Income Fund (ECSIX) have volatilities of 1.17% and 1.19%, 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
| PFIIX | ECSIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.17% | 1.19% | -0.02% |
Volatility (6M)Calculated over the trailing 6-month period | 1.84% | 1.83% | +0.01% |
Volatility (1Y)Calculated over the trailing 1-year period | 2.94% | 2.95% | -0.01% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 3.11% | 3.15% | -0.04% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 3.17% | 3.17% | 0.00% |