PLFRX vs. OOSAX
Compare and contrast key facts about Pacific Funds Floating Rate Income (PLFRX) and Invesco Senior Floating Rate Fund (OOSAX).
PLFRX is managed by Pacific Funds Series Trust. It was launched on Jun 29, 2011. OOSAX is managed by Invesco. It was launched on Sep 7, 1999.
Performance
PLFRX vs. OOSAX - Performance Comparison
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PLFRX vs. OOSAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PLFRX Pacific Funds Floating Rate Income | -1.34% | 6.68% | 8.38% | 13.94% | -2.01% | 4.36% | 1.26% | 8.30% | 0.39% | 4.33% |
OOSAX Invesco Senior Floating Rate Fund | -2.34% | 3.78% | 7.76% | 10.67% | -0.94% | 8.66% | -4.46% | 2.36% | -0.86% | 3.79% |
Returns By Period
In the year-to-date period, PLFRX achieves a -1.34% return, which is significantly higher than OOSAX's -2.34% return. Over the past 10 years, PLFRX has outperformed OOSAX with an annualized return of 5.04%, while OOSAX has yielded a comparatively lower 3.86% annualized return.
PLFRX
- 1D
- 0.00%
- 1M
- -0.11%
- YTD
- -1.34%
- 6M
- 0.32%
- 1Y
- 4.86%
- 3Y*
- 7.87%
- 5Y*
- 5.58%
- 10Y*
- 5.04%
OOSAX
- 1D
- 0.16%
- 1M
- -0.48%
- YTD
- -2.34%
- 6M
- -3.07%
- 1Y
- 1.39%
- 3Y*
- 5.79%
- 5Y*
- 4.91%
- 10Y*
- 3.86%
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PLFRX vs. OOSAX - Expense Ratio Comparison
PLFRX has a 0.68% expense ratio, which is lower than OOSAX's 1.04% expense ratio.
Return for Risk
PLFRX vs. OOSAX — Risk / Return Rank
PLFRX
OOSAX
PLFRX vs. OOSAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Pacific Funds Floating Rate Income (PLFRX) and Invesco Senior Floating Rate Fund (OOSAX). 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 | OOSAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.96 | 0.63 | +1.33 |
Sortino ratioReturn per unit of downside risk | 3.42 | 1.03 | +2.40 |
Omega ratioGain probability vs. loss probability | 1.61 | 1.19 | +0.42 |
Calmar ratioReturn relative to maximum drawdown | 2.90 | 0.35 | +2.56 |
Martin ratioReturn relative to average drawdown | 9.49 | 0.89 | +8.59 |
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 | OOSAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.96 | 0.63 | +1.33 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 2.05 | 1.41 | +0.63 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 1.35 | 0.95 | +0.40 |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.43 | 1.29 | +0.14 |
Correlation
The correlation between PLFRX and OOSAX is 0.49, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
PLFRX vs. OOSAX - Dividend Comparison
PLFRX's dividend yield for the trailing twelve months is around 6.59%, more than OOSAX's 4.65% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PLFRX Pacific Funds Floating Rate Income | 6.59% | 7.18% | 8.47% | 8.92% | 4.39% | 3.65% | 3.68% | 5.10% | 5.03% | 4.46% | 4.21% | 4.52% |
OOSAX Invesco Senior Floating Rate Fund | 4.65% | 6.68% | 8.38% | 7.76% | 7.42% | 4.37% | 4.84% | 5.24% | 4.65% | 4.08% | 4.78% | 4.65% |
Drawdowns
PLFRX vs. OOSAX - Drawdown Comparison
The maximum PLFRX drawdown since its inception was -18.75%, smaller than the maximum OOSAX drawdown of -32.12%. Use the drawdown chart below to compare losses from any high point for PLFRX and OOSAX.
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Drawdown Indicators
| PLFRX | OOSAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -18.75% | -32.12% | +13.37% |
Max Drawdown (1Y)Largest decline over 1 year | -1.82% | -3.23% | +1.41% |
Max Drawdown (5Y)Largest decline over 5 years | -6.44% | -6.52% | +0.08% |
Max Drawdown (10Y)Largest decline over 10 years | -18.75% | -23.53% | +4.78% |
Current DrawdownCurrent decline from peak | -1.55% | -3.07% | +1.52% |
Average DrawdownAverage peak-to-trough decline | -0.73% | -2.15% | +1.42% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.56% | 1.24% | -0.68% |
Volatility
PLFRX vs. OOSAX - Volatility Comparison
Pacific Funds Floating Rate Income (PLFRX) has a higher volatility of 0.76% compared to Invesco Senior Floating Rate Fund (OOSAX) at 0.70%. This indicates that PLFRX's price experiences larger fluctuations and is considered to be riskier than OOSAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PLFRX | OOSAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.76% | 0.70% | +0.06% |
Volatility (6M)Calculated over the trailing 6-month period | 1.79% | 1.89% | -0.10% |
Volatility (1Y)Calculated over the trailing 1-year period | 2.76% | 3.45% | -0.69% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 2.74% | 3.56% | -0.82% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 3.75% | 4.12% | -0.37% |