PLFRX vs. FFANX
Compare and contrast key facts about Pacific Funds Floating Rate Income (PLFRX) and Fidelity Asset Manager 40% Fund (FFANX).
PLFRX is managed by Pacific Funds Series Trust. It was launched on Jun 29, 2011. FFANX is managed by BlackRock. It was launched on Oct 9, 2007.
Performance
PLFRX vs. FFANX - Performance Comparison
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PLFRX vs. FFANX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PLFRX Pacific Funds Floating Rate Income | -1.23% | 6.68% | 8.38% | 13.94% | -2.01% | 4.36% | 1.26% | 8.30% | 0.39% | 4.33% |
FFANX Fidelity Asset Manager 40% Fund | -0.14% | 13.16% | 7.40% | 11.52% | -13.62% | 8.03% | 13.10% | 15.81% | -4.06% | 11.25% |
Returns By Period
In the year-to-date period, PLFRX achieves a -1.23% return, which is significantly lower than FFANX's -0.14% return. Over the past 10 years, PLFRX has underperformed FFANX with an annualized return of 5.05%, while FFANX has yielded a comparatively higher 6.28% annualized return.
PLFRX
- 1D
- 0.11%
- 1M
- 0.22%
- YTD
- -1.23%
- 6M
- 0.53%
- 1Y
- 4.98%
- 3Y*
- 7.91%
- 5Y*
- 5.58%
- 10Y*
- 5.05%
FFANX
- 1D
- 1.44%
- 1M
- -3.24%
- YTD
- -0.14%
- 6M
- 1.77%
- 1Y
- 12.13%
- 3Y*
- 9.01%
- 5Y*
- 4.47%
- 10Y*
- 6.28%
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PLFRX vs. FFANX - Expense Ratio Comparison
PLFRX has a 0.68% expense ratio, which is higher than FFANX's 0.52% expense ratio.
Return for Risk
PLFRX vs. FFANX — Risk / Return Rank
PLFRX
FFANX
PLFRX vs. FFANX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Pacific Funds Floating Rate Income (PLFRX) and Fidelity Asset Manager 40% Fund (FFANX). 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.
| PLFRX | FFANX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.84 | 1.59 | +0.24 |
Sortino ratioReturn per unit of downside risk | 3.18 | 2.26 | +0.91 |
Omega ratioGain probability vs. loss probability | 1.56 | 1.33 | +0.23 |
Calmar ratioReturn relative to maximum drawdown | 3.03 | 2.22 | +0.81 |
Martin ratioReturn relative to average drawdown | 9.76 | 9.23 | +0.53 |
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
| PLFRX | FFANX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.84 | 1.59 | +0.24 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 2.05 | 0.58 | +1.47 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 1.35 | 0.82 | +0.53 |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.43 | 0.63 | +0.80 |
Correlation
The correlation between PLFRX and FFANX is 0.29, 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
PLFRX vs. FFANX - Dividend Comparison
PLFRX's dividend yield for the trailing twelve months is around 6.58%, more than FFANX's 3.97% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PLFRX Pacific Funds Floating Rate Income | 6.58% | 7.18% | 8.47% | 8.92% | 4.39% | 3.65% | 3.68% | 5.10% | 5.03% | 4.46% | 4.21% | 4.52% |
FFANX Fidelity Asset Manager 40% Fund | 3.97% | 3.97% | 2.81% | 2.49% | 5.75% | 2.35% | 2.36% | 3.67% | 4.56% | 2.56% | 1.43% | 3.18% |
Drawdowns
PLFRX vs. FFANX - Drawdown Comparison
The maximum PLFRX drawdown since its inception was -18.75%, smaller than the maximum FFANX drawdown of -31.69%. Use the drawdown chart below to compare losses from any high point for PLFRX and FFANX.
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Drawdown Indicators
| PLFRX | FFANX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -18.75% | -31.69% | +12.94% |
Max Drawdown (1Y)Largest decline over 1 year | -1.73% | -5.67% | +3.94% |
Max Drawdown (5Y)Largest decline over 5 years | -6.44% | -18.52% | +12.08% |
Max Drawdown (10Y)Largest decline over 10 years | -18.75% | -18.52% | -0.23% |
Current DrawdownCurrent decline from peak | -1.44% | -3.83% | +2.39% |
Average DrawdownAverage peak-to-trough decline | -0.73% | -3.83% | +3.10% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.56% | 1.36% | -0.80% |
Volatility
PLFRX vs. FFANX - Volatility Comparison
The current volatility for Pacific Funds Floating Rate Income (PLFRX) is 0.74%, while Fidelity Asset Manager 40% Fund (FFANX) has a volatility of 3.47%. This indicates that PLFRX experiences smaller price fluctuations and is considered to be less risky than FFANX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PLFRX | FFANX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.74% | 3.47% | -2.73% |
Volatility (6M)Calculated over the trailing 6-month period | 1.79% | 5.08% | -3.29% |
Volatility (1Y)Calculated over the trailing 1-year period | 2.76% | 7.91% | -5.15% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 2.74% | 7.80% | -5.06% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 3.75% | 7.64% | -3.89% |