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PLSRX vs. ACP
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

PLSRX vs. ACP - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Pacific Funds Strategic Income (PLSRX) and abrdn Income Credit Strategies Fund (ACP). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, PLSRX achieves a 1.28% return, which is significantly lower than ACP's 4.02% return. Over the past 10 years, PLSRX has underperformed ACP with an annualized return of 4.98%, while ACP has yielded a comparatively higher 5.92% annualized return.


PLSRX

1D
0.19%
1M
0.57%
YTD
1.28%
6M
1.53%
1Y
5.72%
3Y*
7.03%
5Y*
3.26%
10Y*
4.98%

ACP

1D
-0.57%
1M
-0.95%
YTD
4.02%
6M
5.14%
1Y
5.49%
3Y*
8.30%
5Y*
0.20%
10Y*
5.92%
*Multi-year figures are annualized to reflect compound growth (CAGR)

PLSRX vs. ACP - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
PLSRX
Pacific Funds Strategic Income
1.28%7.40%6.04%11.24%-9.67%3.61%9.82%13.65%-2.64%6.85%
ACP
abrdn Income Credit Strategies Fund
4.02%6.48%4.81%19.27%-22.87%6.65%7.51%26.93%-17.64%15.60%

Correlation

The correlation between PLSRX and ACP is 0.33, which is low. Their price movements are largely independent, making them effective diversification partners.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.33

Correlation (3Y)
Calculated over the trailing 3-year period

0.30

Correlation (5Y)
Calculated over the trailing 5-year period

0.33

Correlation (10Y)
Calculated over the trailing 10-year period

0.33

Correlation (All Time)
Calculated using the full available price history since Dec 20, 2011

0.34

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Return for Risk

PLSRX vs. ACP — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

PLSRX
PLSRX Risk / Return Rank: 6767
Overall Rank
PLSRX Sharpe Ratio Rank: 6666
Sharpe Ratio Rank
PLSRX Sortino Ratio Rank: 7575
Sortino Ratio Rank
PLSRX Omega Ratio Rank: 7474
Omega Ratio Rank
PLSRX Calmar Ratio Rank: 5656
Calmar Ratio Rank
PLSRX Martin Ratio Rank: 6767
Martin Ratio Rank

ACP
ACP Risk / Return Rank: 66
Overall Rank
ACP Sharpe Ratio Rank: 66
Sharpe Ratio Rank
ACP Sortino Ratio Rank: 66
Sortino Ratio Rank
ACP Omega Ratio Rank: 66
Omega Ratio Rank
ACP Calmar Ratio Rank: 66
Calmar Ratio Rank
ACP Martin Ratio Rank: 66
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

PLSRX vs. ACP - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Pacific Funds Strategic Income (PLSRX) and abrdn Income Credit Strategies Fund (ACP). 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.


PLSRXACPDifference
Sharpe ratioReturn per unit of total volatility

+1.71

Sortino ratioReturn per unit of downside risk

+2.56

Omega ratioGain probability vs. loss probability

1.44

1.09

+0.35

Calmar ratioReturn relative to maximum drawdown

2.73

0.53

+2.20

Martin ratioReturn relative to average drawdown

12.14

1.48

+10.65

PLSRX vs. ACP - Sharpe Ratio Comparison

The current PLSRX Sharpe Ratio is 2.18, which is higher than the ACP Sharpe Ratio of 0.47. The chart below compares the historical Sharpe Ratios of PLSRX and ACP, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Drawdowns

PLSRX vs. ACP - Drawdown Comparison

The maximum PLSRX drawdown since its inception was -19.88%, smaller than the maximum ACP drawdown of -51.03%. Use the drawdown chart below to compare losses from any high point for PLSRX and ACP.


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Drawdown Indicators


PLSRXACPDifference

Max Drawdown

Largest peak-to-trough decline

-19.88%

-51.03%

+31.15%

Max Drawdown (1Y)

Largest decline over 1 year

-2.14%

-10.51%

+8.37%

Max Drawdown (3Y)

Largest decline over 3 years

-3.29%

-18.97%

+15.68%

Max Drawdown (5Y)

Largest decline over 5 years

-13.71%

-38.83%

+25.12%

Max Drawdown (10Y)

Largest decline over 10 years

-19.88%

-51.03%

+31.15%

Current Drawdown

Current decline from peak

-0.10%

-6.65%

+6.55%

Average Drawdown

Average peak-to-trough decline

-1.73%

-11.10%

+9.37%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.48%

3.71%

-3.23%

Volatility

PLSRX vs. ACP - Volatility Comparison

The current volatility for Pacific Funds Strategic Income (PLSRX) is 0.91%, while abrdn Income Credit Strategies Fund (ACP) has a volatility of 3.80%. This indicates that PLSRX experiences smaller price fluctuations and is considered to be less risky than ACP based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


PLSRXACPDifference

Volatility (1M)

Calculated over the trailing 1-month period

0.91%

3.80%

-2.89%

Volatility (6M)

Calculated over the trailing 6-month period

2.17%

9.55%

-7.38%

Volatility (1Y)

Calculated over the trailing 1-year period

2.68%

11.65%

-8.97%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

4.02%

16.96%

-12.94%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

4.46%

21.09%

-16.63%

PLSRX vs. ACP - Expense Ratio Comparison

PLSRX has a 0.64% expense ratio, which is lower than ACP's 1.97% expense ratio.


Dividends

PLSRX vs. ACP - Dividend Comparison

PLSRX's dividend yield for the trailing twelve months is around 5.61%, less than ACP's 17.75% yield.


PositionTTM20252024202320222021202020192018201720162015
ACP
abrdn Income Credit Strategies Fund
17.75%17.19%19.72%17.65%17.70%11.76%12.73%12.27%12.60%10.26%10.72%12.69%
PLSRX
Pacific Funds Strategic Income
5.61%5.67%5.97%5.17%4.73%4.10%3.84%4.32%4.74%3.87%4.14%4.71%

Frequently Asked Questions


PLSRX and ACP have a correlation of 0.33, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

ACP has higher volatility (3.80%) compared to PLSRX (0.91%). In terms of maximum drawdown, PLSRX dropped -19.88% vs ACP's -51.03%.

PLSRX currently has the higher Sharpe Ratio (2.18 vs 0.47), 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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