RCS vs. SEATX
RCS (PIMCO Strategic Income Fund) and SEATX (SEI Tax Exempt Trust Tax-Advantaged Income Fund) are both Intermediate Core-Plus Bond funds. Over the past 10 years, RCS returned 2.85%/yr vs 2.49%/yr for SEATX. Their 0.20 correlation means their historical movements had little consistent relationship.
Performance
RCS vs. SEATX - Performance Comparison
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Returns By Period
In the year-to-date period, RCS achieves a -0.92% return, which is significantly lower than SEATX's 1.08% return. Over the past 10 years, RCS has outperformed SEATX with an annualized return of 2.85%, while SEATX has yielded a comparatively lower 2.49% annualized return.
RCS
- 1D
- 1.55%
- 1M
- -4.00%
- 6M
- -8.30%
- YTD
- -0.92%
- 1Y
- -19.96%
- 3Y*
- 6.69%
- 5Y*
- 0.68%
- 10Y*
- 2.85%
- ALL TIME*
- 6.17%
SEATX
- 1D
- -0.11%
- 1M
- -2.20%
- 6M
- 0.34%
- YTD
- 1.08%
- 1Y
- 4.02%
- 3Y*
- 3.83%
- 5Y*
- -0.13%
- 10Y*
- 2.49%
- ALL TIME*
- 4.16%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $707.45K | $672.81K | $742.33K | |
| $0.00 | $0.00 | $0.00 |
RCS vs. SEATX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
RCS PIMCO Strategic Income Fund | -0.92% | -21.48% | 37.47% | 37.60% | -18.72% | 6.33% | -16.19% | 1.62% | 15.51% | 14.39% |
SEATX SEI Tax Exempt Trust Tax-Advantaged Income Fund | 1.08% | 2.12% | 5.75% | 5.57% | -13.10% | 4.00% | 6.20% | 10.58% | 0.56% | 8.54% |
Correlation
The correlation between RCS and SEATX is 0.17, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.17 |
Correlation (3Y) Balances recent behavior with more history. | 0.20 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.25 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.21 |
Correlation (All Time) Calculated using the full available price history since Jan 2, 2008 | 0.20 |
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Return for Risk
RCS vs. SEATX — Risk / Return Rank
RCS
SEATX
RCS vs. SEATX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for PIMCO Strategic Income Fund (RCS) and SEI Tax Exempt Trust Tax-Advantaged Income Fund (SEATX). 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 | SEATX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -2.30 | ||
| Sortino ratioReturn per unit of downside risk | -3.35 | ||
| Omega ratioGain probability vs. loss probability | 0.87 | 1.32 | -0.45 |
| Calmar ratioReturn relative to maximum drawdown | -0.61 | 1.60 | -2.20 |
| Martin ratioReturn relative to average drawdown | -0.92 | 5.63 | -6.55 |
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Drawdowns
RCS vs. SEATX - Drawdown Comparison
The maximum RCS drawdown since its inception was -46.69%, which is greater than SEATX's maximum drawdown of -28.46%. Use the drawdown chart below to compare losses from any high point for RCS and SEATX.
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Drawdown Indicators
| RCS | SEATX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -46.69% | -28.46% | -18.23% |
Max Drawdown (1Y)Largest decline over 1 year | -32.94% | -2.84% | -30.10% |
Max Drawdown (3Y)Largest decline over 3 years | -32.94% | -6.18% | -26.76% |
Max Drawdown (5Y)Largest decline over 5 years | -36.18% | -17.71% | -18.47% |
Max Drawdown (10Y)Largest decline over 10 years | -46.69% | -17.71% | -28.98% |
Current DrawdownCurrent decline from peak | -29.32% | -2.20% | -27.12% |
Average DrawdownAverage peak-to-trough decline | -9.48% | -3.47% | -6.01% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 21.75% | 0.80% | +20.95% |
Volatility
RCS vs. SEATX - Volatility Comparison
PIMCO Strategic Income Fund (RCS) has a higher volatility of 3.44% compared to SEI Tax Exempt Trust Tax-Advantaged Income Fund (SEATX) at 0.91%. This indicates that RCS's price experiences larger fluctuations and is considered to be riskier than SEATX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| RCS | SEATX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.44% | 0.91% | +2.53% |
Volatility (6M)Calculated over the trailing 6-month period | 16.51% | 2.48% | +14.03% |
Volatility (1Y)Calculated over the trailing 1-year period | 24.32% | 3.10% | +21.22% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 25.23% | 4.31% | +20.92% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 25.81% | 4.57% | +21.24% |
Dividends
RCS vs. SEATX - Dividend Comparison
RCS's dividend yield for the trailing twelve months is around 9.14%, more than SEATX's 4.45% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
RCS PIMCO Strategic Income Fund | 9.14% | 8.62% | 8.03% | 10.07% | 12.39% | 9.01% | 9.57% | 8.44% | 8.93% | 9.50% | 10.92% | 11.17% |
SEATX SEI Tax Exempt Trust Tax-Advantaged Income Fund | 4.45% | 4.52% | 4.63% | 3.38% | 3.16% | 3.37% | 4.28% | 5.63% | 4.76% | 4.65% | 4.10% | 4.25% |
Frequently Asked Questions
RCS and SEATX have a correlation of 0.17, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
RCS has higher volatility (3.44%) compared to SEATX (0.91%). In terms of maximum drawdown, RCS dropped -46.69% vs SEATX's -28.46%.
SEATX currently has the higher Sharpe Ratio (1.48 vs -0.83), 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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