Correlation
The correlation between PLFRX and GLIFX is 0.25, 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.
PLFRX vs. GLIFX
Compare and contrast key facts about Pacific Funds Floating Rate Income (PLFRX) and Lazard Global Listed Infrastructure Portfolio Institutional Shares (GLIFX).
PLFRX is managed by Pacific Funds Series Trust. It was launched on Jun 29, 2011. GLIFX is managed by Lazard.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: PLFRX or GLIFX.
Performance
PLFRX vs. GLIFX - Performance Comparison
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Key characteristics
PLFRX:
2.23
GLIFX:
2.00
PLFRX:
4.25
GLIFX:
2.45
PLFRX:
1.85
GLIFX:
1.33
PLFRX:
2.83
GLIFX:
3.03
PLFRX:
13.86
GLIFX:
9.61
PLFRX:
0.44%
GLIFX:
2.10%
PLFRX:
2.82%
GLIFX:
10.96%
PLFRX:
-18.75%
GLIFX:
-29.65%
PLFRX:
0.00%
GLIFX:
-0.06%
Returns By Period
In the year-to-date period, PLFRX achieves a 1.20% return, which is significantly lower than GLIFX's 14.56% return. Over the past 10 years, PLFRX has underperformed GLIFX with an annualized return of 4.80%, while GLIFX has yielded a comparatively higher 9.12% annualized return.
PLFRX
1.20%
0.75%
1.66%
6.24%
8.26%
6.59%
4.80%
GLIFX
14.56%
3.06%
11.66%
21.80%
9.07%
10.53%
9.12%
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PLFRX vs. GLIFX - Expense Ratio Comparison
PLFRX has a 0.68% expense ratio, which is lower than GLIFX's 0.97% expense ratio.
Risk-Adjusted Performance
PLFRX vs. GLIFX — Risk-Adjusted Performance Rank
PLFRX
GLIFX
PLFRX vs. GLIFX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Pacific Funds Floating Rate Income (PLFRX) and Lazard Global Listed Infrastructure Portfolio Institutional Shares (GLIFX). 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.
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Dividends
PLFRX vs. GLIFX - Dividend Comparison
PLFRX's dividend yield for the trailing twelve months is around 7.91%, more than GLIFX's 3.24% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PLFRX Pacific Funds Floating Rate Income | 7.91% | 8.47% | 8.92% | 5.66% | 3.93% | 4.06% | 5.14% | 5.08% | 4.46% | 4.22% | 4.51% | 4.84% |
GLIFX Lazard Global Listed Infrastructure Portfolio Institutional Shares | 3.24% | 4.27% | 2.95% | 14.80% | 6.21% | 2.59% | 4.44% | 14.29% | 6.94% | 3.42% | 11.33% | 12.77% |
Drawdowns
PLFRX vs. GLIFX - Drawdown Comparison
The maximum PLFRX drawdown since its inception was -18.75%, smaller than the maximum GLIFX drawdown of -29.65%. Use the drawdown chart below to compare losses from any high point for PLFRX and GLIFX.
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Volatility
PLFRX vs. GLIFX - Volatility Comparison
The current volatility for Pacific Funds Floating Rate Income (PLFRX) is 0.42%, while Lazard Global Listed Infrastructure Portfolio Institutional Shares (GLIFX) has a volatility of 2.68%. This indicates that PLFRX experiences smaller price fluctuations and is considered to be less risky than GLIFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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