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 2.04%/yr vs 0.76%/yr for AMFIX. At 0.06, 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 -3.80% return, which is significantly lower than AMFIX's 0.37% return.
RCS
- 1D
- 0.57%
- 1M
- -4.55%
- YTD
- -3.80%
- 6M
- -27.93%
- 1Y
- 1.97%
- 3Y*
- 7.95%
- 5Y*
- 2.04%
- 10Y*
- 3.60%
AMFIX
- 1D
- 0.00%
- 1M
- 0.17%
- YTD
- 0.37%
- 6M
- 1.01%
- 1Y
- 3.10%
- 3Y*
- 3.23%
- 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 | -3.80% | -21.48% | 37.47% | 37.60% | -18.72% | 6.33% | -16.19% | 1.62% | 15.51% | -4.16% |
AMFIX AAMA Income Fund | 0.37% | 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 0.05, 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 | 0.05 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.13 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.15 |
Correlation (All Time) Calculated using the full available price history since Aug 31, 2017 | 0.06 |
The correlation between RCS and AMFIX shifts across timeframes, from 0.05 (1 year) to 0.15 (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.
| RCS | AMFIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -0.08 | 3.22 | -3.30 |
Sortino ratioReturn per unit of downside risk | 0.06 | 5.22 | -5.17 |
Omega ratioGain probability vs. loss probability | 1.01 | 1.74 | -0.73 |
Calmar ratioReturn relative to maximum drawdown | -0.06 | 4.02 | -4.08 |
Martin ratioReturn relative to average drawdown | -0.14 | 18.46 | -18.61 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| RCS | AMFIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.08 | 3.22 | -3.30 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.08 | 0.35 | -0.27 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.14 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.27 | 0.57 | -0.30 |
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 (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 | -31.38% | -0.32% | -31.06% |
Average DrawdownAverage peak-to-trough decline | -9.30% | -2.05% | -7.25% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 15.05% | 0.16% | +14.89% |
Volatility
RCS vs. AMFIX - Volatility Comparison
PIMCO Strategic Income Fund (RCS) has a higher volatility of 10.47% compared to AAMA Income Fund (AMFIX) at 0.47%. 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 | 10.47% | 0.47% | +10.00% |
Volatility (6M)Calculated over the trailing 6-month period | 20.71% | 0.73% | +19.98% |
Volatility (1Y)Calculated over the trailing 1-year period | 24.36% | 0.97% | +23.39% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 25.06% | 2.16% | +22.90% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 25.77% | 1.75% | +24.02% |
Dividends
RCS vs. AMFIX - Dividend Comparison
RCS's dividend yield for the trailing twelve months is around 9.14%, more than AMFIX's 2.22% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
RCS PIMCO Strategic Income Fund | 8.38% | 8.62% | 8.03% | 10.07% | 12.39% | 9.01% | 9.57% | 8.44% | 8.93% | 9.50% | 10.92% | 11.17% |
AMFIX AAMA Income Fund | 2.22% | 2.08% | 2.44% | 1.70% | 0.83% | 0.57% | 0.83% | 1.24% | 1.24% | 0.40% | 0.00% | 0.00% |