PRRSX vs. PIMIX
Compare and contrast key facts about PIMCO Variable Insurance Trust Real Estate Real Return Strategy Fund (PRRSX) and PIMCO Income Fund Institutional Class (PIMIX).
PRRSX is managed by PIMCO. It was launched on Oct 30, 2003. PIMIX is managed by PIMCO. It was launched on Mar 30, 2007.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: PRRSX or PIMIX.
Correlation
The correlation between PRRSX and PIMIX is 0.24, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
PRRSX vs. PIMIX - Performance Comparison
Key characteristics
PRRSX:
0.54
PIMIX:
1.53
PRRSX:
0.82
PIMIX:
2.27
PRRSX:
1.10
PIMIX:
1.30
PRRSX:
0.26
PIMIX:
2.74
PRRSX:
1.96
PIMIX:
6.40
PRRSX:
4.54%
PIMIX:
1.01%
PRRSX:
16.63%
PIMIX:
4.22%
PRRSX:
-84.12%
PIMIX:
-13.39%
PRRSX:
-22.43%
PIMIX:
-0.96%
Returns By Period
In the year-to-date period, PRRSX achieves a 1.07% return, which is significantly higher than PIMIX's 0.19% return. Over the past 10 years, PRRSX has underperformed PIMIX with an annualized return of 3.14%, while PIMIX has yielded a comparatively higher 4.37% annualized return.
PRRSX
1.07%
0.61%
3.67%
9.32%
0.54%
3.14%
PIMIX
0.19%
0.81%
2.48%
6.05%
2.92%
4.37%
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PRRSX vs. PIMIX - Expense Ratio Comparison
PRRSX has a 0.79% expense ratio, which is higher than PIMIX's 0.62% expense ratio.
Risk-Adjusted Performance
PRRSX vs. PIMIX — Risk-Adjusted Performance Rank
PRRSX
PIMIX
PRRSX vs. PIMIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for PIMCO Variable Insurance Trust Real Estate Real Return Strategy Fund (PRRSX) 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.
Dividends
PRRSX vs. PIMIX - Dividend Comparison
PRRSX's dividend yield for the trailing twelve months is around 0.60%, less than PIMIX's 6.26% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PRRSX PIMCO Variable Insurance Trust Real Estate Real Return Strategy Fund | 0.60% | 0.61% | 0.00% | 11.43% | 27.14% | 3.55% | 7.98% | 0.82% | 1.68% | 0.66% | 8.40% | 34.95% |
PIMIX PIMCO Income Fund Institutional Class | 6.26% | 6.27% | 6.21% | 6.40% | 4.02% | 4.89% | 5.86% | 5.68% | 5.41% | 5.57% | 7.84% | 6.30% |
Drawdowns
PRRSX vs. PIMIX - Drawdown Comparison
The maximum PRRSX drawdown since its inception was -84.12%, which is greater than PIMIX's maximum drawdown of -13.39%. Use the drawdown chart below to compare losses from any high point for PRRSX and PIMIX. For additional features, visit the drawdowns tool.
Volatility
PRRSX vs. PIMIX - Volatility Comparison
PIMCO Variable Insurance Trust Real Estate Real Return Strategy Fund (PRRSX) has a higher volatility of 5.38% compared to PIMCO Income Fund Institutional Class (PIMIX) at 1.26%. This indicates that PRRSX'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.