PLSDX vs. VBISX
Compare and contrast key facts about Pacific Funds Short Duration Income (PLSDX) and Vanguard Short-Term Bond Index Fund (VBISX).
PLSDX is managed by Pacific Funds Series Trust. It was launched on Dec 19, 2011. VBISX is managed by Vanguard. It was launched on Mar 1, 1994.
Performance
PLSDX vs. VBISX - Performance Comparison
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PLSDX vs. VBISX - 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% |
VBISX Vanguard Short-Term Bond Index Fund | -0.34% | 5.67% | 3.66% | 4.54% | -5.61% | -1.35% | 4.63% | 4.78% | 1.27% | 1.10% |
Returns By Period
In the year-to-date period, PLSDX achieves a 0.07% return, which is significantly higher than VBISX's -0.34% return. Over the past 10 years, PLSDX has outperformed VBISX with an annualized return of 3.00%, while VBISX has yielded a comparatively lower 1.76% 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%
VBISX
- 1D
- 0.20%
- 1M
- -1.25%
- YTD
- -0.34%
- 6M
- 0.83%
- 1Y
- 3.56%
- 3Y*
- 3.85%
- 5Y*
- 1.39%
- 10Y*
- 1.76%
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PLSDX vs. VBISX - Expense Ratio Comparison
PLSDX has a 0.45% expense ratio, which is higher than VBISX's 0.15% expense ratio.
Return for Risk
PLSDX vs. VBISX — Risk / Return Rank
PLSDX
VBISX
PLSDX vs. VBISX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Pacific Funds Short Duration Income (PLSDX) and Vanguard Short-Term Bond Index Fund (VBISX). 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 | VBISX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.95 | 1.64 | +1.30 |
Sortino ratioReturn per unit of downside risk | 4.44 | 2.70 | +1.74 |
Omega ratioGain probability vs. loss probability | 1.72 | 1.33 | +0.39 |
Calmar ratioReturn relative to maximum drawdown | 4.72 | 2.72 | +2.01 |
Martin ratioReturn relative to average drawdown | 21.71 | 9.96 | +11.75 |
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 | VBISX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.95 | 1.64 | +1.30 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 1.72 | 0.48 | +1.24 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 1.71 | 0.74 | +0.96 |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.83 | 1.34 | +0.48 |
Correlation
The correlation between PLSDX and VBISX is 0.65, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
PLSDX vs. VBISX - Dividend Comparison
PLSDX's dividend yield for the trailing twelve months is around 4.09%, more than VBISX's 3.52% 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% |
VBISX Vanguard Short-Term Bond Index Fund | 3.52% | 3.44% | 3.29% | 2.10% | 1.38% | 1.16% | 1.72% | 2.16% | 1.92% | 1.58% | 1.42% | 1.34% |
Drawdowns
PLSDX vs. VBISX - Drawdown Comparison
The maximum PLSDX drawdown since its inception was -7.79%, smaller than the maximum VBISX drawdown of -8.79%. Use the drawdown chart below to compare losses from any high point for PLSDX and VBISX.
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Drawdown Indicators
| PLSDX | VBISX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -7.79% | -8.79% | +1.00% |
Max Drawdown (1Y)Largest decline over 1 year | -0.97% | -1.54% | +0.57% |
Max Drawdown (5Y)Largest decline over 5 years | -5.03% | -8.72% | +3.69% |
Max Drawdown (10Y)Largest decline over 10 years | -7.79% | -8.79% | +1.00% |
Current DrawdownCurrent decline from peak | -0.68% | -1.25% | +0.57% |
Average DrawdownAverage peak-to-trough decline | -0.51% | -0.87% | +0.36% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.21% | 0.42% | -0.21% |
Volatility
PLSDX vs. VBISX - Volatility Comparison
The current volatility for Pacific Funds Short Duration Income (PLSDX) is 0.61%, while Vanguard Short-Term Bond Index Fund (VBISX) has a volatility of 0.74%. This indicates that PLSDX experiences smaller price fluctuations and is considered to be less risky than VBISX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PLSDX | VBISX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.61% | 0.74% | -0.13% |
Volatility (6M)Calculated over the trailing 6-month period | 0.95% | 1.50% | -0.55% |
Volatility (1Y)Calculated over the trailing 1-year period | 1.50% | 2.44% | -0.94% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 1.80% | 2.91% | -1.11% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 1.76% | 2.37% | -0.61% |