PLFRX vs. ABR
PLFRX (Pacific Funds Floating Rate Income) is Bank Loan fund managed by Pacific Funds Series Trust, while ABR (Arbor Realty Trust, Inc.) is a stock. Over the past 10 years, PLFRX returned 5.08%/yr vs 7.64%/yr for ABR. At a 0.14 correlation, their price movements are largely independent.
Performance
PLFRX vs. ABR - Performance Comparison
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Returns By Period
In the year-to-date period, PLFRX achieves a 0.88% return, which is significantly higher than ABR's -29.99% return. Over the past 10 years, PLFRX has underperformed ABR with an annualized return of 5.08%, while ABR has yielded a comparatively higher 7.64% annualized return.
PLFRX
- 1D
- -0.11%
- 1M
- 0.01%
- YTD
- 0.88%
- 6M
- 1.50%
- 1Y
- 5.58%
- 3Y*
- 7.95%
- 5Y*
- 5.79%
- 10Y*
- 5.08%
ABR
- 1D
- -0.20%
- 1M
- -8.62%
- YTD
- -29.99%
- 6M
- -31.49%
- 1Y
- -45.37%
- 3Y*
- -18.62%
- 5Y*
- -13.42%
- 10Y*
- 7.64%
PLFRX vs. ABR - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PLFRX Pacific Funds Floating Rate Income | 0.88% | 6.68% | 8.38% | 13.94% | -2.01% | 4.36% | 1.26% | 8.30% | 0.39% | 4.33% |
ABR Arbor Realty Trust, Inc. | -29.99% | -36.65% | 3.16% | 29.73% | -20.73% | 39.42% | 10.04% | 55.19% | 30.04% | 26.60% |
Correlation
The correlation between PLFRX and ABR is 0.12, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.12 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.15 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.18 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.16 |
Correlation (All Time) Calculated using the full available price history since Jul 1, 2011 | 0.14 |
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Return for Risk
PLFRX vs. ABR — Risk / Return Rank
PLFRX
ABR
PLFRX vs. ABR - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Pacific Funds Floating Rate Income (PLFRX) and Arbor Realty Trust, Inc. (ABR). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| PLFRX | ABR | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +3.41 | ||
| Sortino ratioReturn per unit of downside risk | +6.70 | ||
| Omega ratioGain probability vs. loss probability | 1.78 | 0.80 | +0.98 |
| Calmar ratioReturn relative to maximum drawdown | 3.30 | -0.82 | +4.13 |
| Martin ratioReturn relative to average drawdown | 11.23 | -1.53 | +12.76 |
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Drawdowns
PLFRX vs. ABR - Drawdown Comparison
The maximum PLFRX drawdown since its inception was -18.75%, smaller than the maximum ABR drawdown of -97.76%. Use the drawdown chart below to compare losses from any high point for PLFRX and ABR.
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Drawdown Indicators
| PLFRX | ABR | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -18.75% | -97.76% | +79.01% |
Max Drawdown (1Y)Largest decline over 1 year | -1.73% | -55.18% | +53.45% |
Max Drawdown (3Y)Largest decline over 3 years | -2.17% | -59.87% | +57.70% |
Max Drawdown (5Y)Largest decline over 5 years | -6.44% | -59.87% | +53.43% |
Max Drawdown (10Y)Largest decline over 10 years | -18.75% | -72.76% | +54.01% |
Current DrawdownCurrent decline from peak | -0.43% | -59.63% | +59.20% |
Average DrawdownAverage peak-to-trough decline | -0.73% | -41.89% | +41.16% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.51% | 29.63% | -29.12% |
Volatility
PLFRX vs. ABR - Volatility Comparison
The current volatility for Pacific Funds Floating Rate Income (PLFRX) is 0.65%, while Arbor Realty Trust, Inc. (ABR) has a volatility of 11.18%. This indicates that PLFRX experiences smaller price fluctuations and is considered to be less risky than ABR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PLFRX | ABR | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.65% | 11.18% | -10.53% |
Volatility (6M)Calculated over the trailing 6-month period | 1.89% | 33.80% | -31.91% |
Volatility (1Y)Calculated over the trailing 1-year period | 2.48% | 41.23% | -38.75% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 2.79% | 37.13% | -34.34% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 3.77% | 40.49% | -36.72% |
Dividends
PLFRX vs. ABR - Dividend Comparison
PLFRX's dividend yield for the trailing twelve months is around 7.11%, less than ABR's 21.02% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ABR Arbor Realty Trust, Inc. | 21.02% | 17.14% | 12.42% | 11.07% | 11.68% | 7.53% | 8.67% | 7.94% | 11.22% | 8.33% | 8.31% | 8.11% |
PLFRX Pacific Funds Floating Rate Income | 7.11% | 7.18% | 8.47% | 8.92% | 4.39% | 3.65% | 3.68% | 5.10% | 5.03% | 4.46% | 4.21% | 4.52% |
Frequently Asked Questions
PLFRX and ABR have a correlation of 0.12, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
ABR has higher volatility (11.18%) compared to PLFRX (0.65%). In terms of maximum drawdown, PLFRX dropped -18.75% vs ABR's -97.76%.
PLFRX currently has the higher Sharpe Ratio (2.30 vs -1.10), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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