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 2.75%/yr vs 0.78%/yr for AMFIX. At a 0.06 correlation, their price movements are largely independent.
Performance
RCS vs. AMFIX - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, RCS achieves a 0.78% return, which is significantly higher than AMFIX's 0.30% return.
RCS
- 1D
- 0.37%
- 1M
- 0.36%
- YTD
- 0.78%
- 6M
- -9.75%
- 1Y
- -14.89%
- 3Y*
- 9.89%
- 5Y*
- 2.75%
- 10Y*
- 3.42%
AMFIX
- 1D
- 0.12%
- 1M
- 0.21%
- YTD
- 0.30%
- 6M
- 0.40%
- 1Y
- 2.31%
- 3Y*
- 3.32%
- 5Y*
- 0.78%
- 10Y*
- —
RCS vs. AMFIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
RCS PIMCO Strategic Income Fund | 0.78% | -21.48% | 37.47% | 37.60% | -18.72% | 6.33% | -16.19% | 1.62% | 15.51% | -4.25% |
AMFIX AAMA Income Fund | 0.30% | 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 0.04, 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 | 0.04 |
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 30, 2017 | 0.06 |
The correlation between RCS and AMFIX shifts across timeframes, from 0.04 (1 year) to 0.15 (5 years), reflecting how their relationship changes across market environments.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
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 | -2.77 | ||
| Sortino ratioReturn per unit of downside risk | -4.00 | ||
| Omega ratioGain probability vs. loss probability | 0.90 | 1.44 | -0.54 |
| Calmar ratioReturn relative to maximum drawdown | -0.45 | 3.20 | -3.66 |
| Martin ratioReturn relative to average drawdown | -0.77 | 9.90 | -10.66 |
Loading charts...
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.
Loading charts...
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% | -0.88% | -32.06% |
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 | -28.11% | -0.39% | -27.72% |
Average DrawdownAverage peak-to-trough decline | -9.41% | -2.02% | -7.39% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 19.40% | 0.24% | +19.16% |
Volatility
RCS vs. AMFIX - Volatility Comparison
PIMCO Strategic Income Fund (RCS) has a higher volatility of 5.99% compared to AAMA Income Fund (AMFIX) at 0.46%. 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.
Loading charts...
Volatility by Period
| RCS | AMFIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.99% | 0.46% | +5.53% |
Volatility (6M)Calculated over the trailing 6-month period | 20.84% | 0.91% | +19.93% |
Volatility (1Y)Calculated over the trailing 1-year period | 23.86% | 1.11% | +22.75% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 25.22% | 2.17% | +23.05% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 25.83% | 1.74% | +24.09% |
Dividends
RCS vs. AMFIX - Dividend Comparison
RCS's dividend yield for the trailing twelve months is around 8.92%, more than AMFIX's 2.21% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AMFIX AAMA Income Fund | 2.21% | 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 | 8.92% | 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 0.04, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
RCS has higher volatility (5.99%) compared to AMFIX (0.46%). In terms of maximum drawdown, RCS dropped -46.69% vs AMFIX's -9.35%.
AMFIX currently has the higher Sharpe Ratio (2.14 vs -0.63), 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.
Find the right allocation for RCS and AMFIX
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer