PLUIX vs. PLSDX
Compare and contrast key facts about Pacific Funds Ultra Short Income (PLUIX) and Pacific Funds Short Duration Income (PLSDX).
PLUIX is managed by Pacific Funds Series Trust. It was launched on Jun 28, 2019. PLSDX is managed by Pacific Funds Series Trust. It was launched on Dec 19, 2011.
Performance
PLUIX vs. PLSDX - Performance Comparison
Loading graphics...
PLUIX vs. PLSDX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|
PLUIX Pacific Funds Ultra Short Income | 0.42% | 5.34% | 5.57% | 5.10% | -0.25% | 0.16% | 1.73% |
PLSDX Pacific Funds Short Duration Income | 0.07% | 5.93% | 5.44% | 6.68% | -2.81% | 0.17% | 3.94% |
Returns By Period
In the year-to-date period, PLUIX achieves a 0.42% return, which is significantly higher than PLSDX's 0.07% return.
PLUIX
- 1D
- 0.00%
- 1M
- -0.30%
- YTD
- 0.42%
- 6M
- 1.57%
- 1Y
- 4.48%
- 3Y*
- 5.04%
- 5Y*
- 3.23%
- 10Y*
- —
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%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
PLUIX vs. PLSDX - Expense Ratio Comparison
PLUIX has a 0.32% expense ratio, which is lower than PLSDX's 0.45% expense ratio.
Return for Risk
PLUIX vs. PLSDX — Risk / Return Rank
PLUIX
PLSDX
PLUIX vs. PLSDX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Pacific Funds Ultra Short Income (PLUIX) and Pacific Funds Short Duration Income (PLSDX). 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.
| PLUIX | PLSDX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 3.54 | 2.95 | +0.59 |
Sortino ratioReturn per unit of downside risk | 10.44 | 4.44 | +6.00 |
Omega ratioGain probability vs. loss probability | 3.48 | 1.72 | +1.76 |
Calmar ratioReturn relative to maximum drawdown | 12.47 | 4.72 | +7.74 |
Martin ratioReturn relative to average drawdown | 51.44 | 21.71 | +29.72 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| PLUIX | PLSDX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 3.54 | 2.95 | +0.59 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 2.48 | 1.72 | +0.76 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 1.71 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.87 | 1.83 | +0.04 |
Correlation
The correlation between PLUIX and PLSDX is 0.43, 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
PLUIX vs. PLSDX - Dividend Comparison
PLUIX's dividend yield for the trailing twelve months is around 4.49%, more than PLSDX's 4.09% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PLUIX Pacific Funds Ultra Short Income | 4.49% | 5.01% | 4.89% | 4.14% | 1.36% | 0.96% | 1.20% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
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% |
Drawdowns
PLUIX vs. PLSDX - Drawdown Comparison
The maximum PLUIX drawdown since its inception was -6.16%, smaller than the maximum PLSDX drawdown of -7.79%. Use the drawdown chart below to compare losses from any high point for PLUIX and PLSDX.
Loading graphics...
Drawdown Indicators
| PLUIX | PLSDX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -6.16% | -7.79% | +1.63% |
Max Drawdown (1Y)Largest decline over 1 year | -0.40% | -0.97% | +0.57% |
Max Drawdown (5Y)Largest decline over 5 years | -1.98% | -5.03% | +3.05% |
Max Drawdown (10Y)Largest decline over 10 years | — | -7.79% | — |
Current DrawdownCurrent decline from peak | -0.30% | -0.68% | +0.38% |
Average DrawdownAverage peak-to-trough decline | -0.33% | -0.51% | +0.18% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.10% | 0.21% | -0.11% |
Volatility
PLUIX vs. PLSDX - Volatility Comparison
The current volatility for Pacific Funds Ultra Short Income (PLUIX) is 0.22%, while Pacific Funds Short Duration Income (PLSDX) has a volatility of 0.61%. This indicates that PLUIX experiences smaller price fluctuations and is considered to be less risky than PLSDX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| PLUIX | PLSDX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.22% | 0.61% | -0.39% |
Volatility (6M)Calculated over the trailing 6-month period | 0.89% | 0.95% | -0.06% |
Volatility (1Y)Calculated over the trailing 1-year period | 1.39% | 1.50% | -0.11% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 1.31% | 1.80% | -0.49% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 1.54% | 1.76% | -0.22% |