PRFD vs. PIMIX

In the year-to-date period, PRFD achieves a 1.78% return, which is significantly lower than PIMIX's 2.87% return.

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PRFD has a 0.74% expense ratio, which is higher than PIMIX's 0.62% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for PIMCO Preferred And Capital Securities Active Exchange-Traded Fund (PRFD) 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.

The current PRFD Sharpe Ratio is 2.30, which is comparable to the PIMIX Sharpe Ratio of 1.96. The chart below compares the historical Sharpe Ratios of PRFD and PIMIX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

PRFD's dividend yield for the trailing twelve months is around 5.89%, less than PIMIX's 6.23% yield.

The maximum PRFD drawdown since its inception was -11.93%, smaller than the maximum PIMIX drawdown of -13.39%. Use the drawdown chart below to compare losses from any high point for PRFD and PIMIX.

The current volatility for PIMCO Preferred And Capital Securities Active Exchange-Traded Fund (PRFD) is 0.79%, while PIMCO Income Fund Institutional Class (PIMIX) has a volatility of 1.45%. This indicates that PRFD experiences smaller price fluctuations and is considered to be less risky than PIMIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.