POSIX vs. PIMIX
POSIX (Principal Global Real Estate Securities Fund) and PIMIX (PIMCO Income Fund Institutional Class) are both mutual funds - POSIX is a REIT fund managed by Principal, while PIMIX is a Multisector Bonds fund actively managed by PIMCO. Over the past 10 years, POSIX returned 4.10%/yr vs 4.72%/yr for PIMIX. At a 0.23 correlation, their price movements are largely independent. POSIX charges 0.94%/yr vs 0.54%/yr for PIMIX.
Performance
POSIX vs. PIMIX - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, POSIX achieves a 7.43% return, which is significantly higher than PIMIX's 1.00% return. Over the past 10 years, POSIX has underperformed PIMIX with an annualized return of 4.10%, while PIMIX has yielded a comparatively higher 4.72% annualized return.
POSIX
- 1D
- 0.10%
- 1M
- -1.63%
- YTD
- 7.43%
- 6M
- 7.87%
- 1Y
- 9.33%
- 3Y*
- 7.74%
- 5Y*
- 0.53%
- 10Y*
- 4.10%
PIMIX
- 1D
- 0.09%
- 1M
- 1.19%
- YTD
- 1.00%
- 6M
- 1.60%
- 1Y
- 7.88%
- 3Y*
- 7.73%
- 5Y*
- 3.58%
- 10Y*
- 4.72%
POSIX vs. PIMIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
POSIX Principal Global Real Estate Securities Fund | 7.43% | 7.57% | 0.67% | 10.87% | -26.74% | 23.45% | -3.91% | 24.53% | -3.35% | 14.73% |
PIMIX PIMCO Income Fund Institutional Class | 1.00% | 11.08% | 5.45% | 9.36% | -9.07% | 2.62% | 5.84% | 8.10% | 0.63% | 8.63% |
Correlation
The correlation between POSIX and PIMIX is 0.50, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.50 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.48 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.48 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.41 |
Correlation (All Time) Calculated using the full available price history since Oct 2, 2007 | 0.23 |
Over the past year, POSIX and PIMIX have become more correlated (0.50) than their long-term average of 0.23, meaning their price movements have been converging.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
POSIX vs. PIMIX — Risk / Return Rank
POSIX
PIMIX
POSIX vs. PIMIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Principal Global Real Estate Securities Fund (POSIX) and PIMCO Income Fund Institutional Class (PIMIX). 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.
| POSIX | PIMIX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.16 | ||
| Sortino ratioReturn per unit of downside risk | -1.76 | ||
| Omega ratioGain probability vs. loss probability | 1.14 | 1.37 | -0.23 |
| Calmar ratioReturn relative to maximum drawdown | 0.91 | 2.15 | -1.25 |
| Martin ratioReturn relative to average drawdown | 3.24 | 7.27 | -4.03 |
Loading charts...
Drawdowns
POSIX vs. PIMIX - Drawdown Comparison
The maximum POSIX drawdown since its inception was -68.45%, which is greater than PIMIX's maximum drawdown of -13.39%. Use the drawdown chart below to compare losses from any high point for POSIX and PIMIX.
Loading charts...
Drawdown Indicators
| POSIX | PIMIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -68.45% | -13.39% | -55.06% |
Max Drawdown (1Y)Largest decline over 1 year | -9.97% | -3.69% | -6.28% |
Max Drawdown (3Y)Largest decline over 3 years | -18.02% | -3.84% | -14.18% |
Max Drawdown (5Y)Largest decline over 5 years | -34.15% | -13.34% | -20.81% |
Max Drawdown (10Y)Largest decline over 10 years | -41.70% | -13.39% | -28.31% |
Current DrawdownCurrent decline from peak | -5.49% | -0.93% | -4.56% |
Average DrawdownAverage peak-to-trough decline | -13.91% | -1.69% | -12.22% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.78% | 1.09% | +1.69% |
Volatility
POSIX vs. PIMIX - Volatility Comparison
Principal Global Real Estate Securities Fund (POSIX) has a higher volatility of 3.99% compared to PIMCO Income Fund Institutional Class (PIMIX) at 1.42%. This indicates that POSIX's price experiences larger fluctuations and is considered to be riskier than PIMIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| POSIX | PIMIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.99% | 1.42% | +2.57% |
Volatility (6M)Calculated over the trailing 6-month period | 9.34% | 3.39% | +5.95% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.11% | 4.17% | +7.94% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.32% | 4.86% | +11.46% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.01% | 4.26% | +12.75% |
POSIX vs. PIMIX - Expense Ratio Comparison
POSIX has a 0.94% expense ratio, which is higher than PIMIX's 0.54% expense ratio.
Dividends
POSIX vs. PIMIX - Dividend Comparison
POSIX's dividend yield for the trailing twelve months is around 2.45%, less than PIMIX's 5.83% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PIMIX PIMCO Income Fund Institutional Class | 5.83% | 6.01% | 6.27% | 6.21% | 4.98% | 4.02% | 4.88% | 5.83% | 5.66% | 5.37% | 5.52% | 7.88% |
POSIX Principal Global Real Estate Securities Fund | 2.45% | 2.64% | 2.57% | 2.63% | 1.12% | 2.40% | 1.13% | 6.32% | 3.81% | 4.16% | 3.70% | 4.48% |
Frequently Asked Questions
POSIX and PIMIX have a correlation of 0.50, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
POSIX has higher volatility (3.99%) compared to PIMIX (1.42%). In terms of maximum drawdown, POSIX dropped -68.45% vs PIMIX's -13.39%.
PIMIX currently has the higher Sharpe Ratio (1.91 vs 0.75), 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.
Find the right allocation for POSIX and PIMIX
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer