PLIIX vs. PLSRX
PLIIX (Pacific Funds Core Income) and PLSRX (Pacific Funds Strategic Income) are both mutual funds - PLIIX is a Intermediate Core-Plus Bond fund managed by Pacific Funds Series Trust, while PLSRX is a Multisector Bonds fund managed by Pacific Funds Series Trust. Over the past 10 years, PLIIX returned 2.87%/yr vs 4.98%/yr for PLSRX. A 0.69 correlation means they provide meaningful diversification when combined. PLIIX charges 0.55%/yr vs 0.64%/yr for PLSRX.
Performance
PLIIX vs. PLSRX - Performance Comparison
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Returns By Period
In the year-to-date period, PLIIX achieves a 0.71% return, which is significantly lower than PLSRX's 1.28% return. Over the past 10 years, PLIIX has underperformed PLSRX with an annualized return of 2.87%, while PLSRX has yielded a comparatively higher 4.98% annualized return.
PLIIX
- 1D
- 0.21%
- 1M
- 0.81%
- YTD
- 0.71%
- 6M
- 0.87%
- 1Y
- 5.19%
- 3Y*
- 5.05%
- 5Y*
- 1.19%
- 10Y*
- 2.87%
PLSRX
- 1D
- 0.19%
- 1M
- 0.57%
- YTD
- 1.28%
- 6M
- 1.53%
- 1Y
- 5.72%
- 3Y*
- 7.03%
- 5Y*
- 3.26%
- 10Y*
- 4.98%
PLIIX vs. PLSRX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PLIIX Pacific Funds Core Income | 0.71% | 7.38% | 2.85% | 8.23% | -12.16% | -0.13% | 8.71% | 11.31% | -1.64% | 5.13% |
PLSRX Pacific Funds Strategic Income | 1.28% | 7.40% | 6.04% | 11.24% | -9.67% | 3.61% | 9.82% | 13.65% | -2.64% | 6.85% |
Correlation
The correlation between PLIIX and PLSRX is 0.89, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.89 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.89 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.87 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.74 |
Correlation (All Time) Calculated using the full available price history since Dec 20, 2011 | 0.69 |
The correlation between PLIIX and PLSRX shifts across timeframes, from 0.69 (all time) to 0.89 (3 years), reflecting how their relationship changes across market environments.
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Return for Risk
PLIIX vs. PLSRX — Risk / Return Rank
PLIIX
PLSRX
PLIIX vs. PLSRX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Pacific Funds Core Income (PLIIX) 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.
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.
| PLIIX | PLSRX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.69 | ||
| Sortino ratioReturn per unit of downside risk | -1.04 | ||
| Omega ratioGain probability vs. loss probability | 1.27 | 1.44 | -0.17 |
| Calmar ratioReturn relative to maximum drawdown | 2.09 | 2.73 | -0.63 |
| Martin ratioReturn relative to average drawdown | 6.61 | 12.14 | -5.52 |
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Drawdowns
PLIIX vs. PLSRX - Drawdown Comparison
The maximum PLIIX drawdown since its inception was -16.99%, smaller than the maximum PLSRX drawdown of -19.88%. Use the drawdown chart below to compare losses from any high point for PLIIX and PLSRX.
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Drawdown Indicators
| PLIIX | PLSRX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -16.99% | -19.88% | +2.89% |
Max Drawdown (1Y)Largest decline over 1 year | -2.54% | -2.14% | -0.40% |
Max Drawdown (3Y)Largest decline over 3 years | -5.28% | -3.29% | -1.99% |
Max Drawdown (5Y)Largest decline over 5 years | -16.99% | -13.71% | -3.28% |
Max Drawdown (10Y)Largest decline over 10 years | -16.99% | -19.88% | +2.89% |
Current DrawdownCurrent decline from peak | -0.71% | -0.10% | -0.61% |
Average DrawdownAverage peak-to-trough decline | -2.31% | -1.73% | -0.58% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.80% | 0.48% | +0.32% |
Volatility
PLIIX vs. PLSRX - Volatility Comparison
Pacific Funds Core Income (PLIIX) has a higher volatility of 1.05% compared to Pacific Funds Strategic Income (PLSRX) at 0.91%. This indicates that PLIIX's price experiences larger fluctuations and is considered to be riskier than PLSRX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PLIIX | PLSRX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.05% | 0.91% | +0.14% |
Volatility (6M)Calculated over the trailing 6-month period | 2.70% | 2.17% | +0.53% |
Volatility (1Y)Calculated over the trailing 1-year period | 3.57% | 2.68% | +0.89% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 5.23% | 4.02% | +1.21% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 4.54% | 4.46% | +0.08% |
PLIIX vs. PLSRX - Expense Ratio Comparison
PLIIX has a 0.55% expense ratio, which is lower than PLSRX's 0.64% expense ratio.
Dividends
PLIIX vs. PLSRX - Dividend Comparison
PLIIX's dividend yield for the trailing twelve months is around 4.79%, less than PLSRX's 5.61% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PLIIX Pacific Funds Core Income | 4.79% | 4.81% | 4.94% | 4.27% | 3.32% | 4.29% | 3.04% | 3.07% | 3.50% | 2.90% | 2.96% | 3.32% |
PLSRX Pacific Funds Strategic Income | 5.61% | 5.67% | 5.97% | 5.17% | 4.73% | 4.10% | 3.84% | 4.32% | 4.74% | 3.87% | 4.14% | 4.71% |
Frequently Asked Questions
PLIIX and PLSRX have a correlation of 0.89, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
PLIIX has higher volatility (1.05%) compared to PLSRX (0.91%). In terms of maximum drawdown, PLIIX dropped -16.99% vs PLSRX's -19.88%.
PLSRX currently has the higher Sharpe Ratio (2.18 vs 1.49), 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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