PLIIX vs. PLUIX
PLIIX (Pacific Funds Core Income) and PLUIX (Pacific Funds Ultra Short Income) are both mutual funds - PLIIX is a Intermediate Core-Plus Bond fund managed by Pacific Funds Series Trust, while PLUIX is a Ultrashort Bond fund managed by Pacific Funds Series Trust. Over the past 5 years, PLIIX returned 1.20%/yr vs 3.39%/yr for PLUIX. At a 0.36 correlation, their price movements are largely independent. PLIIX charges 0.55%/yr vs 0.32%/yr for PLUIX.
Performance
PLIIX vs. PLUIX - Performance Comparison
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Returns By Period
In the year-to-date period, PLIIX achieves a 0.50% return, which is significantly lower than PLUIX's 1.46% return.
PLIIX
- 1D
- -0.21%
- 1M
- 0.60%
- YTD
- 0.50%
- 6M
- 0.66%
- 1Y
- 4.75%
- 3Y*
- 4.94%
- 5Y*
- 1.20%
- 10Y*
- 2.82%
PLUIX
- 1D
- 0.00%
- 1M
- 0.32%
- YTD
- 1.46%
- 6M
- 1.84%
- 1Y
- 4.66%
- 3Y*
- 5.25%
- 5Y*
- 3.39%
- 10Y*
- —
PLIIX vs. PLUIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|
PLIIX Pacific Funds Core Income | 0.50% | 7.38% | 2.85% | 8.23% | -12.16% | -0.13% | 8.71% |
PLUIX Pacific Funds Ultra Short Income | 1.46% | 5.34% | 5.57% | 5.10% | -0.25% | 0.16% | 1.73% |
Correlation
The correlation between PLIIX and PLUIX is 0.27, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.27 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.30 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.35 |
Correlation (All Time) Calculated using the full available price history since Jan 2, 2020 | 0.36 |
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Return for Risk
PLIIX vs. PLUIX — Risk / Return Rank
PLIIX
PLUIX
PLIIX vs. PLUIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Pacific Funds Core Income (PLIIX) and Pacific Funds Ultra Short Income (PLUIX). 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 | PLUIX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -2.28 | ||
| Sortino ratioReturn per unit of downside risk | -11.06 | ||
| Omega ratioGain probability vs. loss probability | 1.25 | 4.73 | -3.48 |
| Calmar ratioReturn relative to maximum drawdown | 1.97 | 15.60 | -13.64 |
| Martin ratioReturn relative to average drawdown | 6.19 | 69.98 | -63.79 |
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Drawdowns
PLIIX vs. PLUIX - Drawdown Comparison
The maximum PLIIX drawdown since its inception was -16.99%, which is greater than PLUIX's maximum drawdown of -6.16%. Use the drawdown chart below to compare losses from any high point for PLIIX and PLUIX.
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Drawdown Indicators
| PLIIX | PLUIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -16.99% | -6.16% | -10.83% |
Max Drawdown (1Y)Largest decline over 1 year | -2.54% | -0.30% | -2.24% |
Max Drawdown (3Y)Largest decline over 3 years | -5.28% | -0.40% | -4.88% |
Max Drawdown (5Y)Largest decline over 5 years | -16.99% | -1.98% | -15.01% |
Max Drawdown (10Y)Largest decline over 10 years | -16.99% | — | — |
Current DrawdownCurrent decline from peak | -0.92% | 0.00% | -0.92% |
Average DrawdownAverage peak-to-trough decline | -2.31% | -0.32% | -1.99% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.81% | 0.07% | +0.74% |
Volatility
PLIIX vs. PLUIX - Volatility Comparison
Pacific Funds Core Income (PLIIX) has a higher volatility of 0.98% compared to Pacific Funds Ultra Short Income (PLUIX) at 0.31%. This indicates that PLIIX's price experiences larger fluctuations and is considered to be riskier than PLUIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PLIIX | PLUIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.98% | 0.31% | +0.67% |
Volatility (6M)Calculated over the trailing 6-month period | 2.71% | 0.83% | +1.88% |
Volatility (1Y)Calculated over the trailing 1-year period | 3.59% | 1.28% | +2.31% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 5.23% | 1.33% | +3.90% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 4.54% | 1.53% | +3.01% |
PLIIX vs. PLUIX - Expense Ratio Comparison
PLIIX has a 0.55% expense ratio, which is higher than PLUIX's 0.32% expense ratio.
Dividends
PLIIX vs. PLUIX - Dividend Comparison
PLIIX's dividend yield for the trailing twelve months is around 4.80%, more than PLUIX's 4.66% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PLIIX Pacific Funds Core Income | 4.80% | 4.81% | 4.94% | 4.27% | 3.32% | 4.29% | 3.04% | 3.07% | 3.50% | 2.90% | 2.96% | 3.32% |
PLUIX Pacific Funds Ultra Short Income | 4.66% | 5.01% | 4.89% | 4.14% | 1.36% | 0.96% | 1.20% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
PLIIX and PLUIX have a correlation of 0.27, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
PLIIX has higher volatility (0.98%) compared to PLUIX (0.31%). In terms of maximum drawdown, PLIIX dropped -16.99% vs PLUIX's -6.16%.
PLUIX currently has the higher Sharpe Ratio (3.67 vs 1.39), 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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