PLHIX vs. PLSRX
Compare and contrast key facts about Pacific Funds High Income (PLHIX) and Pacific Funds Strategic Income (PLSRX).
PLHIX is managed by Pacific Funds Series Trust. It was launched on Dec 19, 2011. PLSRX is managed by Pacific Funds Series Trust. It was launched on Dec 18, 2011.
Performance
PLHIX vs. PLSRX - Performance Comparison
Loading graphics...
PLHIX vs. PLSRX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PLHIX Pacific Funds High Income | -0.95% | 7.31% | 7.50% | 12.49% | -10.21% | 5.51% | 5.88% | 14.84% | -3.76% | 8.51% |
PLSRX Pacific Funds Strategic Income | -0.86% | 7.40% | 6.04% | 11.24% | -9.67% | 3.61% | 9.82% | 13.65% | -2.64% | 6.85% |
Returns By Period
In the year-to-date period, PLHIX achieves a -0.95% return, which is significantly lower than PLSRX's -0.86% return. Over the past 10 years, PLHIX has outperformed PLSRX with an annualized return of 5.70%, while PLSRX has yielded a comparatively lower 5.12% annualized return.
PLHIX
- 1D
- 0.22%
- 1M
- -1.62%
- YTD
- -0.95%
- 6M
- -0.09%
- 1Y
- 6.15%
- 3Y*
- 7.50%
- 5Y*
- 3.78%
- 10Y*
- 5.70%
PLSRX
- 1D
- 0.29%
- 1M
- -1.61%
- YTD
- -0.86%
- 6M
- 0.23%
- 1Y
- 5.49%
- 3Y*
- 6.55%
- 5Y*
- 3.24%
- 10Y*
- 5.12%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
PLHIX vs. PLSRX - Expense Ratio Comparison
PLHIX has a 0.65% expense ratio, which is higher than PLSRX's 0.64% expense ratio.
Return for Risk
PLHIX vs. PLSRX — Risk / Return Rank
PLHIX
PLSRX
PLHIX vs. PLSRX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Pacific Funds High Income (PLHIX) and Pacific Funds Strategic Income (PLSRX). 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.
| PLHIX | PLSRX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.87 | 2.03 | -0.16 |
Sortino ratioReturn per unit of downside risk | 2.49 | 2.85 | -0.36 |
Omega ratioGain probability vs. loss probability | 1.41 | 1.42 | -0.01 |
Calmar ratioReturn relative to maximum drawdown | 1.98 | 2.63 | -0.65 |
Martin ratioReturn relative to average drawdown | 8.91 | 10.68 | -1.77 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| PLHIX | PLSRX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.87 | 2.03 | -0.16 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.80 | 0.82 | -0.01 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 1.05 | 1.16 | -0.11 |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.08 | 1.33 | -0.26 |
Correlation
The correlation between PLHIX and PLSRX is 0.76, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
PLHIX vs. PLSRX - Dividend Comparison
PLHIX's dividend yield for the trailing twelve months is around 6.21%, more than PLSRX's 5.13% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PLHIX Pacific Funds High Income | 6.21% | 6.74% | 6.91% | 6.44% | 5.76% | 4.88% | 5.20% | 5.18% | 5.99% | 5.62% | 5.89% | 4.78% |
PLSRX Pacific Funds Strategic Income | 5.13% | 5.67% | 5.97% | 5.17% | 4.73% | 4.10% | 3.84% | 4.32% | 4.74% | 3.87% | 4.14% | 4.71% |
Drawdowns
PLHIX vs. PLSRX - Drawdown Comparison
The maximum PLHIX drawdown since its inception was -22.83%, which is greater than PLSRX's maximum drawdown of -19.88%. Use the drawdown chart below to compare losses from any high point for PLHIX and PLSRX.
Loading graphics...
Drawdown Indicators
| PLHIX | PLSRX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -22.83% | -19.88% | -2.95% |
Max Drawdown (1Y)Largest decline over 1 year | -2.95% | -2.14% | -0.81% |
Max Drawdown (5Y)Largest decline over 5 years | -15.21% | -13.71% | -1.50% |
Max Drawdown (10Y)Largest decline over 10 years | -22.83% | -19.88% | -2.95% |
Current DrawdownCurrent decline from peak | -2.00% | -1.86% | -0.14% |
Average DrawdownAverage peak-to-trough decline | -2.33% | -1.76% | -0.57% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.66% | 0.53% | +0.13% |
Volatility
PLHIX vs. PLSRX - Volatility Comparison
Pacific Funds High Income (PLHIX) and Pacific Funds Strategic Income (PLSRX) have volatilities of 1.21% and 1.22%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| PLHIX | PLSRX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.21% | 1.22% | -0.01% |
Volatility (6M)Calculated over the trailing 6-month period | 1.86% | 1.69% | +0.17% |
Volatility (1Y)Calculated over the trailing 1-year period | 3.27% | 2.74% | +0.53% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 4.72% | 3.97% | +0.75% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 5.45% | 4.45% | +1.00% |