PIMIX vs. JSOSX
Compare and contrast key facts about PIMCO Income Fund Institutional Class (PIMIX) and JPMorgan Strategic Income Opportunities Fund Class I (JSOSX).
PIMIX is managed by PIMCO. It was launched on Mar 30, 2007. JSOSX is managed by JPMorgan. It was launched on Oct 10, 2008.
Performance
PIMIX vs. JSOSX - Performance Comparison
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PIMIX vs. JSOSX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PIMIX PIMCO Income Fund Institutional Class | -1.36% | 11.08% | 5.45% | 9.36% | -9.07% | 2.62% | 5.84% | 8.10% | 0.63% | 8.63% |
JSOSX JPMorgan Strategic Income Opportunities Fund Class I | 0.41% | 3.70% | 5.45% | 5.25% | 0.46% | 0.64% | 1.55% | 3.97% | 0.77% | 3.34% |
Returns By Period
In the year-to-date period, PIMIX achieves a -1.36% return, which is significantly lower than JSOSX's 0.41% return. Over the past 10 years, PIMIX has outperformed JSOSX with an annualized return of 4.66%, while JSOSX has yielded a comparatively lower 3.32% annualized return.
PIMIX
- 1D
- 0.47%
- 1M
- -3.24%
- YTD
- -1.36%
- 6M
- 1.15%
- 1Y
- 6.07%
- 3Y*
- 7.20%
- 5Y*
- 3.38%
- 10Y*
- 4.66%
JSOSX
- 1D
- 0.00%
- 1M
- -0.26%
- YTD
- 0.41%
- 6M
- 1.32%
- 1Y
- 3.43%
- 3Y*
- 4.66%
- 5Y*
- 3.10%
- 10Y*
- 3.32%
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PIMIX vs. JSOSX - Expense Ratio Comparison
PIMIX has a 0.62% expense ratio, which is lower than JSOSX's 0.77% expense ratio.
Return for Risk
PIMIX vs. JSOSX — Risk / Return Rank
PIMIX
JSOSX
PIMIX vs. JSOSX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for PIMCO Income Fund Institutional Class (PIMIX) and JPMorgan Strategic Income Opportunities Fund Class I (JSOSX). 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.
| PIMIX | JSOSX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.56 | 5.06 | -3.50 |
Sortino ratioReturn per unit of downside risk | 2.25 | 9.95 | -7.71 |
Omega ratioGain probability vs. loss probability | 1.29 | 3.85 | -2.56 |
Calmar ratioReturn relative to maximum drawdown | 1.87 | 13.42 | -11.54 |
Martin ratioReturn relative to average drawdown | 7.56 | 93.93 | -86.38 |
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
| PIMIX | JSOSX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.56 | 5.06 | -3.50 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.72 | 3.99 | -3.27 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 1.11 | 2.59 | -1.47 |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.56 | 1.98 | -0.42 |
Correlation
The correlation between PIMIX and JSOSX is 0.14, 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.
Dividends
PIMIX vs. JSOSX - Dividend Comparison
PIMIX's dividend yield for the trailing twelve months is around 5.57%, more than JSOSX's 3.74% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PIMIX PIMCO Income Fund Institutional Class | 5.57% | 6.01% | 6.27% | 6.21% | 4.98% | 4.02% | 4.88% | 5.83% | 5.66% | 5.37% | 5.52% | 7.88% |
JSOSX JPMorgan Strategic Income Opportunities Fund Class I | 3.74% | 3.82% | 5.05% | 4.77% | 1.69% | 0.55% | 1.26% | 2.85% | 3.00% | 3.21% | 4.30% | 3.44% |
Drawdowns
PIMIX vs. JSOSX - Drawdown Comparison
The maximum PIMIX drawdown since its inception was -13.39%, which is greater than JSOSX's maximum drawdown of -6.40%. Use the drawdown chart below to compare losses from any high point for PIMIX and JSOSX.
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Drawdown Indicators
| PIMIX | JSOSX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -13.39% | -6.40% | -6.99% |
Max Drawdown (1Y)Largest decline over 1 year | -3.69% | -0.26% | -3.43% |
Max Drawdown (5Y)Largest decline over 5 years | -13.34% | -0.98% | -12.36% |
Max Drawdown (10Y)Largest decline over 10 years | -13.39% | -6.19% | -7.20% |
Current DrawdownCurrent decline from peak | -3.24% | -0.26% | -2.98% |
Average DrawdownAverage peak-to-trough decline | -1.69% | -0.47% | -1.22% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.92% | 0.04% | +0.88% |
Volatility
PIMIX vs. JSOSX - Volatility Comparison
PIMCO Income Fund Institutional Class (PIMIX) has a higher volatility of 1.88% compared to JPMorgan Strategic Income Opportunities Fund Class I (JSOSX) at 0.34%. This indicates that PIMIX's price experiences larger fluctuations and is considered to be riskier than JSOSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PIMIX | JSOSX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.88% | 0.34% | +1.54% |
Volatility (6M)Calculated over the trailing 6-month period | 2.64% | 0.50% | +2.14% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.28% | 0.68% | +3.60% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 4.75% | 0.78% | +3.97% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 4.20% | 1.29% | +2.91% |