PIMIX vs. SCFZX
Compare and contrast key facts about PIMCO Income Fund Institutional Class (PIMIX) and PGIM Securitized Credit Fund (SCFZX).
PIMIX is managed by PIMCO. It was launched on Mar 30, 2007. SCFZX is managed by PGIM. It was launched on Jun 30, 2019.
Performance
PIMIX vs. SCFZX - Performance Comparison
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Returns By Period
In the year-to-date period, PIMIX achieves a -0.62% return, which is significantly lower than SCFZX's 0.60% return.
PIMIX
- 1D
- 0.19%
- 1M
- -1.01%
- YTD
- -0.62%
- 6M
- 1.81%
- 1Y
- 6.96%
- 3Y*
- 7.39%
- 5Y*
- 3.50%
- 10Y*
- 4.75%
SCFZX
- 1D
- 0.00%
- 1M
- -0.00%
- YTD
- 0.60%
- 6M
- 2.11%
- 1Y
- 5.86%
- 3Y*
- 7.45%
- 5Y*
- 5.15%
- 10Y*
- —
PIMIX vs. SCFZX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
PIMIX PIMCO Income Fund Institutional Class | -0.62% | 11.08% | 5.45% | 9.36% | -9.07% | 2.62% | 5.84% | 2.36% |
SCFZX PGIM Securitized Credit Fund | 0.60% | 5.75% | 9.41% | 8.67% | -0.84% | 5.27% | -0.33% | 1.73% |
Correlation
The correlation between PIMIX and SCFZX is 0.18, which is low. Their price movements are largely independent, making them effective diversification partners. Combining low-correlation assets is one of the most reliable ways to reduce portfolio risk without sacrificing expected returns.
PIMIX vs. SCFZX - Expense Ratio Comparison
PIMIX has a 0.62% expense ratio, which is lower than SCFZX's 0.65% expense ratio.
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Return for Risk
PIMIX vs. SCFZX — Risk / Return Rank
PIMIX
SCFZX
PIMIX vs. SCFZX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for PIMCO Income Fund Institutional Class (PIMIX) and PGIM Securitized Credit Fund (SCFZX). 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 | SCFZX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.60 | 3.36 | -1.76 |
Sortino ratioReturn per unit of downside risk | 2.29 | 9.23 | -6.93 |
Omega ratioGain probability vs. loss probability | 1.30 | 3.52 | -2.22 |
Calmar ratioReturn relative to maximum drawdown | 1.86 | 5.85 | -4.00 |
Martin ratioReturn relative to average drawdown | 7.13 | 23.55 | -16.42 |
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 | SCFZX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.60 | 3.36 | -1.76 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.74 | 2.73 | -1.99 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 1.13 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.56 | 1.31 | +0.25 |
Drawdowns
PIMIX vs. SCFZX - Drawdown Comparison
The maximum PIMIX drawdown since its inception was -13.39%, smaller than the maximum SCFZX drawdown of -17.20%. Use the drawdown chart below to compare losses from any high point for PIMIX and SCFZX.
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Drawdown Indicators
| PIMIX | SCFZX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -13.39% | -17.20% | +3.81% |
Max Drawdown (1Y)Largest decline over 1 year | -3.69% | -0.31% | -3.38% |
Max Drawdown (5Y)Largest decline over 5 years | -13.34% | -4.13% | -9.21% |
Max Drawdown (10Y)Largest decline over 10 years | -13.39% | — | — |
Current DrawdownCurrent decline from peak | -2.52% | -0.31% | -2.21% |
Average DrawdownAverage peak-to-trough decline | -1.69% | -1.09% | -0.60% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.96% | 0.23% | +0.73% |
Volatility
PIMIX vs. SCFZX - Volatility Comparison
PIMCO Income Fund Institutional Class (PIMIX) has a higher volatility of 1.90% compared to PGIM Securitized Credit Fund (SCFZX) at 0.18%. This indicates that PIMIX's price experiences larger fluctuations and is considered to be riskier than SCFZX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PIMIX | SCFZX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.90% | 0.18% | +1.72% |
Volatility (6M)Calculated over the trailing 6-month period | 2.64% | 0.94% | +1.70% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.26% | 1.59% | +2.67% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 4.75% | 1.89% | +2.86% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 4.20% | 3.37% | +0.83% |
Dividends
PIMIX vs. SCFZX - Dividend Comparison
PIMIX's dividend yield for the trailing twelve months is around 5.53%, more than SCFZX's 4.75% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PIMIX PIMCO Income Fund Institutional Class | 5.53% | 6.01% | 6.27% | 6.21% | 4.98% | 4.02% | 4.88% | 5.83% | 5.66% | 5.37% | 5.52% | 7.88% |
SCFZX PGIM Securitized Credit Fund | 4.75% | 5.25% | 6.55% | 5.58% | 4.97% | 2.56% | 3.08% | 2.43% | 0.00% | 0.00% | 0.00% | 0.00% |