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.
Performance
PRRSX vs. PIMIX - Performance Comparison
Loading graphics...
PRRSX vs. PIMIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PRRSX PIMCO Variable Insurance Trust Real Estate Real Return Strategy Fund | 2.41% | 5.21% | 5.11% | 12.30% | -29.37% | 53.74% | -3.80% | 29.61% | -6.42% | 4.32% |
PIMIX PIMCO Income Fund Institutional Class | -1.36% | 11.08% | 5.45% | 9.36% | -9.07% | 2.62% | 5.84% | 8.10% | 0.63% | 8.63% |
Returns By Period
In the year-to-date period, PRRSX achieves a 2.41% return, which is significantly higher than PIMIX's -1.36% return. Over the past 10 years, PRRSX has outperformed PIMIX with an annualized return of 5.61%, while PIMIX has yielded a comparatively lower 4.66% annualized return.
PRRSX
- 1D
- 0.69%
- 1M
- -8.20%
- YTD
- 2.41%
- 6M
- 0.76%
- 1Y
- 4.42%
- 3Y*
- 7.05%
- 5Y*
- 4.55%
- 10Y*
- 5.61%
PIMIX
- 1D
- 0.47%
- 1M
- -3.24%
- YTD
- -1.36%
- 6M
- 1.15%
- 1Y
- 6.07%
- 3Y*
- 7.20%
- 5Y*
- 3.38%
- 10Y*
- 4.66%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
PRRSX vs. PIMIX - Expense Ratio Comparison
PRRSX has a 0.79% expense ratio, which is higher than PIMIX's 0.62% expense ratio.
Return for Risk
PRRSX vs. PIMIX — Risk / Return Rank
PRRSX
PIMIX
PRRSX vs. PIMIX - Risk-Adjusted Trends 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.
| PRRSX | PIMIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.32 | 1.56 | -1.24 |
Sortino ratioReturn per unit of downside risk | 0.55 | 2.25 | -1.70 |
Omega ratioGain probability vs. loss probability | 1.07 | 1.29 | -0.22 |
Calmar ratioReturn relative to maximum drawdown | 0.41 | 1.87 | -1.46 |
Martin ratioReturn relative to average drawdown | 1.67 | 7.56 | -5.89 |
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
| PRRSX | PIMIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.32 | 1.56 | -1.24 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.23 | 0.72 | -0.49 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.26 | 1.11 | -0.86 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.33 | 1.56 | -1.22 |
Correlation
The correlation between PRRSX and PIMIX is 0.26, 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.
Dividends
PRRSX vs. PIMIX - Dividend Comparison
PRRSX's dividend yield for the trailing twelve months is around 0.87%, less than PIMIX's 5.57% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PRRSX PIMCO Variable Insurance Trust Real Estate Real Return Strategy Fund | 0.87% | 2.19% | 0.61% | 0.00% | 18.62% | 34.01% | 7.21% | 7.99% | 0.81% | 1.67% | 0.66% | 8.38% |
PIMIX PIMCO Income Fund Institutional Class | 5.57% | 6.01% | 6.27% | 6.21% | 4.98% | 4.02% | 4.88% | 5.83% | 5.66% | 5.37% | 5.52% | 7.88% |
Drawdowns
PRRSX vs. PIMIX - Drawdown Comparison
The maximum PRRSX drawdown since its inception was -77.82%, 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.
Loading graphics...
Drawdown Indicators
| PRRSX | PIMIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -77.82% | -13.39% | -64.43% |
Max Drawdown (1Y)Largest decline over 1 year | -13.53% | -3.69% | -9.84% |
Max Drawdown (5Y)Largest decline over 5 years | -37.14% | -13.34% | -23.80% |
Max Drawdown (10Y)Largest decline over 10 years | -45.75% | -13.39% | -32.36% |
Current DrawdownCurrent decline from peak | -10.18% | -3.24% | -6.94% |
Average DrawdownAverage peak-to-trough decline | -13.18% | -1.69% | -11.49% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.32% | 0.92% | +2.40% |
Volatility
PRRSX vs. PIMIX - Volatility Comparison
PIMCO Variable Insurance Trust Real Estate Real Return Strategy Fund (PRRSX) has a higher volatility of 4.65% compared to PIMCO Income Fund Institutional Class (PIMIX) at 1.88%. 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.
Loading graphics...
Volatility by Period
| PRRSX | PIMIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.65% | 1.88% | +2.77% |
Volatility (6M)Calculated over the trailing 6-month period | 9.86% | 2.64% | +7.22% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.82% | 4.28% | +13.54% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.20% | 4.75% | +15.45% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.86% | 4.20% | +17.66% |