RCS vs. AMFIX
RCS (PIMCO Strategic Income Fund) and AMFIX (AAMA Income Fund) are both Intermediate Core-Plus Bond funds. Over the past 5 years, RCS returned 2.02%/yr vs 0.76%/yr for AMFIX. At a 0.06 correlation, their price movements are largely independent.
Performance
RCS vs. AMFIX - Performance Comparison
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Returns By Period
In the year-to-date period, RCS achieves a -0.54% return, which is significantly lower than AMFIX's 0.39% return.
RCS
- 1D
- -1.31%
- 1M
- -2.76%
- 6M
- -11.50%
- YTD
- -0.54%
- 1Y
- -19.55%
- 3Y*
- 7.02%
- 5Y*
- 2.02%
- 10Y*
- 2.71%
AMFIX
- 1D
- -0.04%
- 1M
- 0.04%
- 6M
- 0.39%
- YTD
- 0.39%
- 1Y
- 2.28%
- 3Y*
- 3.42%
- 5Y*
- 0.76%
- 10Y*
- —
RCS vs. AMFIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
RCS PIMCO Strategic Income Fund | -0.54% | -21.48% | 37.47% | 37.60% | -18.72% | 6.33% | -16.19% | 1.62% | 15.51% | -4.25% |
AMFIX AAMA Income Fund | 0.39% | 3.74% | 3.48% | 3.84% | -6.26% | -1.37% | 2.24% | 2.47% | 0.89% | -0.44% |
Correlation
The correlation between RCS and AMFIX is -0.00, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | -0.00 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.11 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.14 |
Correlation (All Time) Calculated using the full available price history since Aug 30, 2017 | 0.06 |
The correlation between RCS and AMFIX shifts across timeframes, from -0.00 (1 year) to 0.14 (5 years), reflecting how their relationship changes across market environments.
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Return for Risk
RCS vs. AMFIX — Risk / Return Rank
RCS
AMFIX
RCS vs. AMFIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for PIMCO Strategic Income Fund (RCS) and AAMA Income Fund (AMFIX). 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.
| RCS | AMFIX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -2.79 | ||
| Sortino ratioReturn per unit of downside risk | -4.04 | ||
| Omega ratioGain probability vs. loss probability | 0.87 | 1.40 | -0.53 |
| Calmar ratioReturn relative to maximum drawdown | -0.60 | 3.05 | -3.64 |
| Martin ratioReturn relative to average drawdown | -0.96 | 9.03 | -9.99 |
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Drawdowns
RCS vs. AMFIX - Drawdown Comparison
The maximum RCS drawdown since its inception was -46.69%, which is greater than AMFIX's maximum drawdown of -9.35%. Use the drawdown chart below to compare losses from any high point for RCS and AMFIX.
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Drawdown Indicators
| RCS | AMFIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -46.69% | -9.35% | -37.34% |
Max Drawdown (1Y)Largest decline over 1 year | -32.94% | -0.74% | -32.20% |
Max Drawdown (3Y)Largest decline over 3 years | -32.94% | -0.83% | -32.11% |
Max Drawdown (5Y)Largest decline over 5 years | -36.18% | -8.91% | -27.27% |
Max Drawdown (10Y)Largest decline over 10 years | -46.69% | — | — |
Current DrawdownCurrent decline from peak | -29.05% | -0.31% | -28.74% |
Average DrawdownAverage peak-to-trough decline | -9.44% | -2.00% | -7.44% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 20.48% | 0.25% | +20.23% |
Volatility
RCS vs. AMFIX - Volatility Comparison
PIMCO Strategic Income Fund (RCS) has a higher volatility of 5.49% compared to AAMA Income Fund (AMFIX) at 0.48%. This indicates that RCS's price experiences larger fluctuations and is considered to be riskier than AMFIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| RCS | AMFIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.49% | 0.48% | +5.01% |
Volatility (6M)Calculated over the trailing 6-month period | 17.01% | 0.95% | +16.06% |
Volatility (1Y)Calculated over the trailing 1-year period | 24.23% | 1.14% | +23.09% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 25.23% | 2.18% | +23.05% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 25.84% | 1.74% | +24.10% |
Dividends
RCS vs. AMFIX - Dividend Comparison
RCS's dividend yield for the trailing twelve months is around 9.11%, more than AMFIX's 2.23% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AMFIX AAMA Income Fund | 2.23% | 2.08% | 2.44% | 1.70% | 0.83% | 0.57% | 0.83% | 1.24% | 1.24% | 0.40% | 0.00% | 0.00% |
RCS PIMCO Strategic Income Fund | 9.11% | 8.62% | 8.03% | 10.07% | 12.39% | 9.01% | 9.57% | 8.44% | 8.93% | 9.50% | 10.92% | 11.17% |
Frequently Asked Questions
RCS and AMFIX have a correlation of -0.00, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
RCS has higher volatility (5.49%) compared to AMFIX (0.48%). In terms of maximum drawdown, RCS dropped -46.69% vs AMFIX's -9.35%.
AMFIX currently has the higher Sharpe Ratio (1.97 vs -0.81), 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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