PLSDX vs. PLHIX
Compare and contrast key facts about Pacific Funds Short Duration Income (PLSDX) and Pacific Funds High Income (PLHIX).
PLSDX is managed by Pacific Funds Series Trust. It was launched on Dec 19, 2011. PLHIX is managed by Pacific Funds Series Trust. It was launched on Dec 19, 2011.
Performance
PLSDX vs. PLHIX - Performance Comparison
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PLSDX vs. PLHIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PLSDX Pacific Funds Short Duration Income | 0.07% | 5.93% | 5.44% | 6.68% | -2.81% | 0.17% | 4.04% | 5.75% | 0.75% | 2.61% |
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% |
Returns By Period
In the year-to-date period, PLSDX achieves a 0.07% return, which is significantly higher than PLHIX's -0.95% return. Over the past 10 years, PLSDX has underperformed PLHIX with an annualized return of 3.00%, while PLHIX has yielded a comparatively higher 5.70% annualized return.
PLSDX
- 1D
- 0.20%
- 1M
- -0.68%
- YTD
- 0.07%
- 6M
- 1.22%
- 1Y
- 4.36%
- 3Y*
- 5.42%
- 5Y*
- 3.08%
- 10Y*
- 3.00%
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%
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PLSDX vs. PLHIX - Expense Ratio Comparison
PLSDX has a 0.45% expense ratio, which is lower than PLHIX's 0.65% expense ratio.
Return for Risk
PLSDX vs. PLHIX — Risk / Return Rank
PLSDX
PLHIX
PLSDX vs. PLHIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Pacific Funds Short Duration Income (PLSDX) and Pacific Funds High Income (PLHIX). 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.
| PLSDX | PLHIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.95 | 1.87 | +1.07 |
Sortino ratioReturn per unit of downside risk | 4.44 | 2.49 | +1.95 |
Omega ratioGain probability vs. loss probability | 1.72 | 1.41 | +0.31 |
Calmar ratioReturn relative to maximum drawdown | 4.72 | 1.98 | +2.74 |
Martin ratioReturn relative to average drawdown | 21.71 | 8.91 | +12.80 |
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
| PLSDX | PLHIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.95 | 1.87 | +1.07 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 1.72 | 0.80 | +0.92 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 1.71 | 1.05 | +0.66 |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.83 | 1.08 | +0.75 |
Correlation
The correlation between PLSDX and PLHIX is 0.33, 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.
Dividends
PLSDX vs. PLHIX - Dividend Comparison
PLSDX's dividend yield for the trailing twelve months is around 4.09%, less than PLHIX's 6.21% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PLSDX Pacific Funds Short Duration Income | 4.09% | 4.57% | 5.00% | 4.01% | 2.20% | 2.38% | 1.93% | 2.66% | 2.63% | 2.20% | 1.90% | 2.08% |
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% |
Drawdowns
PLSDX vs. PLHIX - Drawdown Comparison
The maximum PLSDX drawdown since its inception was -7.79%, smaller than the maximum PLHIX drawdown of -22.83%. Use the drawdown chart below to compare losses from any high point for PLSDX and PLHIX.
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Drawdown Indicators
| PLSDX | PLHIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -7.79% | -22.83% | +15.04% |
Max Drawdown (1Y)Largest decline over 1 year | -0.97% | -2.95% | +1.98% |
Max Drawdown (5Y)Largest decline over 5 years | -5.03% | -15.21% | +10.18% |
Max Drawdown (10Y)Largest decline over 10 years | -7.79% | -22.83% | +15.04% |
Current DrawdownCurrent decline from peak | -0.68% | -2.00% | +1.32% |
Average DrawdownAverage peak-to-trough decline | -0.51% | -2.33% | +1.82% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.21% | 0.66% | -0.45% |
Volatility
PLSDX vs. PLHIX - Volatility Comparison
The current volatility for Pacific Funds Short Duration Income (PLSDX) is 0.61%, while Pacific Funds High Income (PLHIX) has a volatility of 1.21%. This indicates that PLSDX experiences smaller price fluctuations and is considered to be less risky than PLHIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PLSDX | PLHIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.61% | 1.21% | -0.60% |
Volatility (6M)Calculated over the trailing 6-month period | 0.95% | 1.86% | -0.91% |
Volatility (1Y)Calculated over the trailing 1-year period | 1.50% | 3.27% | -1.77% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 1.80% | 4.72% | -2.92% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 1.76% | 5.45% | -3.69% |