PRRSX vs. PIMIX
PRRSX (PIMCO Variable Insurance Trust Real Estate Real Return Strategy Fund) and PIMIX (PIMCO Income Fund Institutional Class) are both mutual funds - PRRSX is a REIT fund managed by PIMCO, while PIMIX is a Multisector Bonds fund actively managed by PIMCO. Over the past 10 years, PRRSX returned 6.17%/yr vs 4.44%/yr for PIMIX. Their 0.26 correlation means their historical movements had little consistent relationship. PRRSX charges 0.79%/yr vs 0.54%/yr for PIMIX.
Performance
PRRSX vs. PIMIX - Performance Comparison
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Returns By Period
In the year-to-date period, PRRSX achieves a 19.93% return, which is significantly higher than PIMIX's 0.23% return. Over the past 10 years, PRRSX has outperformed PIMIX with an annualized return of 6.17%, while PIMIX has yielded a comparatively lower 4.44% annualized return.
PRRSX
- 1D
- -1.20%
- 1M
- 1.17%
- 6M
- 16.23%
- YTD
- 19.93%
- 1Y
- 25.44%
- 3Y*
- 11.80%
- 5Y*
- 3.65%
- 10Y*
- 6.17%
- ALL TIME*
- 10.50%
PIMIX
- 1D
- 0.09%
- 1M
- -1.20%
- 6M
- -0.36%
- YTD
- 0.23%
- 1Y
- 4.60%
- 3Y*
- 6.91%
- 5Y*
- 3.23%
- 10Y*
- 4.44%
- ALL TIME*
- 6.59%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
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 | 19.93% | 5.21% | 5.11% | 12.30% | -29.37% | 53.74% | -3.80% | 29.61% | -6.42% | 4.32% |
PIMIX PIMCO Income Fund Institutional Class | 0.23% | 11.08% | 5.45% | 9.36% | -9.07% | 2.62% | 5.84% | 8.10% | 0.63% | 8.63% |
Correlation
The correlation between PRRSX and PIMIX is 0.42, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.42 |
Correlation (3Y) Balances recent behavior with more history. | 0.48 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.48 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.40 |
Correlation (All Time) Calculated using the full available price history since Apr 2, 2007 | 0.26 |
The correlation between PRRSX and PIMIX shifts across timeframes, from 0.26 (all time) to 0.48 (3 years), reflecting how their relationship changes across market environments.
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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.
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.
| PRRSX | PIMIX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.15 | ||
| Sortino ratioReturn per unit of downside risk | +0.09 | ||
| Omega ratioGain probability vs. loss probability | 1.28 | 1.27 | +0.01 |
| Calmar ratioReturn relative to maximum drawdown | 2.58 | 1.59 | +0.99 |
| Martin ratioReturn relative to average drawdown | 9.22 | 5.07 | +4.15 |
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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.
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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 | -9.05% | -3.69% | -5.36% |
Max Drawdown (3Y)Largest decline over 3 years | -17.54% | -3.69% | -13.85% |
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 | -2.02% | -1.69% | -0.33% |
Average DrawdownAverage peak-to-trough decline | -13.00% | -1.68% | -11.32% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.60% | 1.15% | +1.45% |
Volatility
PRRSX vs. PIMIX - Volatility Comparison
PIMCO Variable Insurance Trust Real Estate Real Return Strategy Fund (PRRSX) has a higher volatility of 4.71% compared to PIMCO Income Fund Institutional Class (PIMIX) at 1.15%. 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.
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Volatility by Period
| PRRSX | PIMIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.71% | 1.15% | +3.56% |
Volatility (6M)Calculated over the trailing 6-month period | 11.61% | 3.55% | +8.06% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.02% | 4.14% | +10.88% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.28% | 4.89% | +15.39% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.92% | 4.26% | +17.66% |
PRRSX vs. PIMIX - Expense Ratio Comparison
PRRSX has a 0.79% expense ratio, which is higher than PIMIX's 0.54% expense ratio.
Dividends
PRRSX vs. PIMIX - Dividend Comparison
PRRSX's dividend yield for the trailing twelve months is around 1.43%, less than PIMIX's 5.32% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PIMIX PIMCO Income Fund Institutional Class | 5.32% | 6.01% | 6.27% | 6.21% | 4.98% | 4.02% | 4.88% | 5.83% | 5.66% | 5.37% | 5.52% | 7.88% |
PRRSX PIMCO Variable Insurance Trust Real Estate Real Return Strategy Fund | 1.43% | 2.19% | 0.61% | 0.00% | 18.62% | 34.01% | 7.21% | 7.99% | 0.81% | 1.67% | 0.66% | 8.38% |
Frequently Asked Questions
PRRSX and PIMIX have a correlation of 0.42, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
PRRSX has higher volatility (4.71%) compared to PIMIX (1.15%). In terms of maximum drawdown, PRRSX dropped -77.82% vs PIMIX's -13.39%.
PRRSX currently has the higher Sharpe Ratio (1.57 vs 1.42), 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.
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