PLSDX vs. NTSX
Compare and contrast key facts about Pacific Funds Short Duration Income (PLSDX) and WisdomTree U.S. Efficient Core Fund (NTSX).
PLSDX is managed by Pacific Funds Series Trust. It was launched on Dec 19, 2011. NTSX is an actively managed fund by WisdomTree. It was launched on Aug 2, 2018.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: PLSDX or NTSX.
Key characteristics
| PLSDX | NTSX | |
|---|---|---|
| YTD Return | 5.26% | 18.00% |
| 1Y Return | 8.61% | 28.24% |
| 3Y Return (Ann) | 3.01% | 4.20% |
| 5Y Return (Ann) | 2.90% | 11.86% |
| Sharpe Ratio | 4.38 | 2.05 |
| Daily Std Dev | 1.94% | 13.54% |
| Max Drawdown | -7.79% | -31.34% |
| Current Drawdown | -0.10% | -0.62% |
Correlation
The correlation between PLSDX and NTSX 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.
Performance
PLSDX vs. NTSX - Performance Comparison
In the year-to-date period, PLSDX achieves a 5.26% return, which is significantly lower than NTSX's 18.00% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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PLSDX vs. NTSX - Expense Ratio Comparison
PLSDX has a 0.45% expense ratio, which is higher than NTSX's 0.20% expense ratio.
Risk-Adjusted Performance
PLSDX vs. NTSX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Pacific Funds Short Duration Income (PLSDX) and WisdomTree U.S. Efficient Core Fund (NTSX). 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.
Dividends
PLSDX vs. NTSX - Dividend Comparison
PLSDX's dividend yield for the trailing twelve months is around 4.81%, more than NTSX's 1.07% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PLSDX Pacific Funds Short Duration Income | 4.81% | 4.54% | 2.20% | 2.38% | 1.93% | 2.66% | 2.63% | 2.20% | 1.90% | 2.08% | 2.17% | 2.17% |
NTSX WisdomTree U.S. Efficient Core Fund | 1.07% | 1.21% | 1.36% | 0.82% | 0.92% | 1.53% | 0.62% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
PLSDX vs. NTSX - Drawdown Comparison
The maximum PLSDX drawdown since its inception was -7.79%, smaller than the maximum NTSX drawdown of -31.34%. Use the drawdown chart below to compare losses from any high point for PLSDX and NTSX. For additional features, visit the drawdowns tool.
Volatility
PLSDX vs. NTSX - Volatility Comparison
The current volatility for Pacific Funds Short Duration Income (PLSDX) is 0.45%, while WisdomTree U.S. Efficient Core Fund (NTSX) has a volatility of 4.43%. This indicates that PLSDX experiences smaller price fluctuations and is considered to be less risky than NTSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.