RA vs. PFL
RA (Brookfield Real Assets Income Fund Inc.) and PFL (PIMCO Income Strategy Fund) are both Multisector Bonds funds. Over the past 5 years, RA returned 0.64%/yr vs 0.77%/yr for PFL. At a 0.36 correlation, their price movements are largely independent.
Performance
RA vs. PFL - Performance Comparison
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Returns By Period
In the year-to-date period, RA achieves a 3.52% return, which is significantly higher than PFL's -4.39% return.
RA
- 1D
- -0.08%
- 1M
- -0.01%
- YTD
- 3.52%
- 6M
- 4.41%
- 1Y
- 8.85%
- 3Y*
- 2.83%
- 5Y*
- 0.64%
- 10Y*
- —
PFL
- 1D
- 0.26%
- 1M
- -0.50%
- YTD
- -4.39%
- 6M
- -3.35%
- 1Y
- 3.13%
- 3Y*
- 9.93%
- 5Y*
- 0.77%
- 10Y*
- 7.72%
RA vs. PFL - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
RA Brookfield Real Assets Income Fund Inc. | 3.52% | 8.32% | 15.87% | -9.02% | -13.47% | 32.35% | -4.17% | 24.89% | -9.15% | 15.99% |
PFL PIMCO Income Strategy Fund | -4.39% | 13.03% | 11.51% | 17.29% | -17.92% | 4.62% | 7.11% | 19.65% | 2.06% | 21.26% |
Correlation
The correlation between RA and PFL is 0.28, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.28 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.32 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.37 |
Correlation (All Time) Calculated using the full available price history since Dec 5, 2016 | 0.36 |
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Return for Risk
RA vs. PFL — Risk / Return Rank
RA
PFL
RA vs. PFL - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Brookfield Real Assets Income Fund Inc. (RA) and PIMCO Income Strategy Fund (PFL). 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.
| RA | PFL | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.70 | ||
| Sortino ratioReturn per unit of downside risk | +1.03 | ||
| Omega ratioGain probability vs. loss probability | 1.20 | 1.08 | +0.12 |
| Calmar ratioReturn relative to maximum drawdown | 1.32 | 0.41 | +0.91 |
| Martin ratioReturn relative to average drawdown | 3.59 | 1.19 | +2.40 |
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Drawdowns
RA vs. PFL - Drawdown Comparison
The maximum RA drawdown since its inception was -50.66%, smaller than the maximum PFL drawdown of -77.97%. Use the drawdown chart below to compare losses from any high point for RA and PFL.
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Drawdown Indicators
| RA | PFL | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -50.66% | -77.97% | +27.31% |
Max Drawdown (1Y)Largest decline over 1 year | -6.73% | -7.64% | +0.91% |
Max Drawdown (3Y)Largest decline over 3 years | -28.42% | -13.21% | -15.21% |
Max Drawdown (5Y)Largest decline over 5 years | -30.83% | -33.30% | +2.47% |
Max Drawdown (10Y)Largest decline over 10 years | — | -48.40% | — |
Current DrawdownCurrent decline from peak | -3.05% | -6.21% | +3.16% |
Average DrawdownAverage peak-to-trough decline | -8.06% | -10.99% | +2.93% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.47% | 2.63% | -0.16% |
Volatility
RA vs. PFL - Volatility Comparison
The current volatility for Brookfield Real Assets Income Fund Inc. (RA) is 1.74%, while PIMCO Income Strategy Fund (PFL) has a volatility of 2.82%. This indicates that RA experiences smaller price fluctuations and is considered to be less risky than PFL based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| RA | PFL | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.74% | 2.82% | -1.08% |
Volatility (6M)Calculated over the trailing 6-month period | 6.65% | 8.05% | -1.40% |
Volatility (1Y)Calculated over the trailing 1-year period | 8.52% | 9.19% | -0.67% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.57% | 13.67% | +3.90% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.60% | 18.34% | +2.26% |
Dividends
RA vs. PFL - Dividend Comparison
RA's dividend yield for the trailing twelve months is around 11.15%, less than PFL's 12.87% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PFL PIMCO Income Strategy Fund | 12.87% | 11.59% | 11.66% | 11.57% | 12.04% | 9.53% | 9.44% | 9.11% | 9.94% | 9.25% | 10.22% | 11.09% |
RA Brookfield Real Assets Income Fund Inc. | 11.15% | 10.93% | 10.63% | 16.74% | 14.79% | 11.31% | 13.39% | 11.19% | 12.52% | 10.22% | 0.89% | 0.00% |
Frequently Asked Questions
RA and PFL have a correlation of 0.28, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
PFL has higher volatility (2.82%) compared to RA (1.74%). In terms of maximum drawdown, RA dropped -50.66% vs PFL's -77.97%.
RA currently has the higher Sharpe Ratio (1.04 vs 0.34), 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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