PLSDX vs. RSSB

In the year-to-date period, PLSDX achieves a 2.25% return, which is significantly lower than RSSB's 6.88% return.

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PLSDX has a 0.45% expense ratio, which is higher than RSSB's 0.41% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Pacific Funds Short Duration Income (PLSDX) and Return Stacked Global Stocks & Bonds ETF (RSSB). 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.

The current PLSDX Sharpe Ratio is 3.63, which is higher than the RSSB Sharpe Ratio of 0.80. The chart below compares the historical Sharpe Ratios of PLSDX and RSSB, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

PLSDX's dividend yield for the trailing twelve months is around 4.93%, more than RSSB's 1.18% yield.

The maximum PLSDX drawdown since its inception was -7.79%, smaller than the maximum RSSB drawdown of -16.09%. Use the drawdown chart below to compare losses from any high point for PLSDX and RSSB.

The current volatility for Pacific Funds Short Duration Income (PLSDX) is 0.48%, while Return Stacked Global Stocks & Bonds ETF (RSSB) has a volatility of 4.60%. This indicates that PLSDX experiences smaller price fluctuations and is considered to be less risky than RSSB based on this measure. The chart below showcases a comparison of their rolling one-month volatility.