PHK vs. PPFIX
Compare and contrast key facts about PIMCO High Income Fund (PHK) and Princeton Premium Fund (PPFIX).
PPFIX is managed by Princeton. It was launched on Nov 15, 2016.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: PHK or PPFIX.
Correlation
The correlation between PHK and PPFIX is 0.16, 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
PHK vs. PPFIX - Performance Comparison
Key characteristics
PHK:
1.55
PPFIX:
0.44
PHK:
2.09
PPFIX:
0.51
PHK:
1.32
PPFIX:
1.26
PHK:
1.19
PPFIX:
0.50
PHK:
8.66
PPFIX:
1.60
PHK:
1.65%
PPFIX:
1.31%
PHK:
9.23%
PPFIX:
4.76%
PHK:
-75.28%
PPFIX:
-15.64%
PHK:
-1.85%
PPFIX:
-1.73%
Returns By Period
In the year-to-date period, PHK achieves a 1.82% return, which is significantly higher than PPFIX's 0.42% return.
PHK
1.82%
0.18%
8.85%
14.99%
2.31%
2.80%
PPFIX
0.42%
2.60%
-1.41%
2.01%
3.21%
N/A
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Risk-Adjusted Performance
PHK vs. PPFIX — Risk-Adjusted Performance Rank
PHK
PPFIX
PHK vs. PPFIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for PIMCO High Income Fund (PHK) and Princeton Premium Fund (PPFIX). 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
PHK vs. PPFIX - Dividend Comparison
PHK's dividend yield for the trailing twelve months is around 11.76%, more than PPFIX's 3.75% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PHK PIMCO High Income Fund | 11.76% | 11.85% | 12.51% | 12.18% | 9.37% | 10.60% | 10.55% | 12.13% | 13.32% | 13.48% | 16.97% | 13.01% |
PPFIX Princeton Premium Fund | 3.75% | 3.76% | 3.68% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
PHK vs. PPFIX - Drawdown Comparison
The maximum PHK drawdown since its inception was -75.28%, which is greater than PPFIX's maximum drawdown of -15.64%. Use the drawdown chart below to compare losses from any high point for PHK and PPFIX. For additional features, visit the drawdowns tool.
Volatility
PHK vs. PPFIX - Volatility Comparison
The current volatility for PIMCO High Income Fund (PHK) is 3.05%, while Princeton Premium Fund (PPFIX) has a volatility of 3.73%. This indicates that PHK experiences smaller price fluctuations and is considered to be less risky than PPFIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.