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RIGS vs. PIMIX
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between RIGS and PIMIX is 0.39, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.


-0.50.00.51.00.4

Performance

RIGS vs. PIMIX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in RiverFront Strategic Income Fund (RIGS) and PIMCO Income Fund Institutional Class (PIMIX). The values are adjusted to include any dividend payments, if applicable.

-1.00%0.00%1.00%2.00%3.00%4.00%AugustSeptemberOctoberNovemberDecember2025
1.61%
2.48%
RIGS
PIMIX

Key characteristics

Sharpe Ratio

RIGS:

0.48

PIMIX:

1.36

Sortino Ratio

RIGS:

0.71

PIMIX:

2.01

Omega Ratio

RIGS:

1.09

PIMIX:

1.26

Calmar Ratio

RIGS:

0.98

PIMIX:

2.44

Martin Ratio

RIGS:

2.44

PIMIX:

5.76

Ulcer Index

RIGS:

1.34%

PIMIX:

1.00%

Daily Std Dev

RIGS:

6.83%

PIMIX:

4.23%

Max Drawdown

RIGS:

-15.31%

PIMIX:

-13.39%

Current Drawdown

RIGS:

-2.65%

PIMIX:

-1.24%

Returns By Period

In the year-to-date period, RIGS achieves a -1.82% return, which is significantly lower than PIMIX's -0.10% return. Over the past 10 years, RIGS has underperformed PIMIX with an annualized return of 2.89%, while PIMIX has yielded a comparatively higher 4.33% annualized return.


RIGS

YTD

-1.82%

1M

-0.91%

6M

1.06%

1Y

3.73%

5Y*

1.52%

10Y*

2.89%

PIMIX

YTD

-0.10%

1M

-0.23%

6M

2.28%

1Y

6.15%

5Y*

2.83%

10Y*

4.33%

*Annualized

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RIGS vs. PIMIX - Expense Ratio Comparison

RIGS has a 0.48% expense ratio, which is lower than PIMIX's 0.62% expense ratio.


PIMIX
PIMCO Income Fund Institutional Class
Expense ratio chart for PIMIX: current value at 0.62% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.62%
Expense ratio chart for RIGS: current value at 0.48% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.48%

Risk-Adjusted Performance

RIGS vs. PIMIX — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

RIGS
The Risk-Adjusted Performance Rank of RIGS is 2727
Overall Rank
The Sharpe Ratio Rank of RIGS is 2121
Sharpe Ratio Rank
The Sortino Ratio Rank of RIGS is 1919
Sortino Ratio Rank
The Omega Ratio Rank of RIGS is 2020
Omega Ratio Rank
The Calmar Ratio Rank of RIGS is 4444
Calmar Ratio Rank
The Martin Ratio Rank of RIGS is 3030
Martin Ratio Rank

PIMIX
The Risk-Adjusted Performance Rank of PIMIX is 7575
Overall Rank
The Sharpe Ratio Rank of PIMIX is 7272
Sharpe Ratio Rank
The Sortino Ratio Rank of PIMIX is 7676
Sortino Ratio Rank
The Omega Ratio Rank of PIMIX is 7474
Omega Ratio Rank
The Calmar Ratio Rank of PIMIX is 8888
Calmar Ratio Rank
The Martin Ratio Rank of PIMIX is 6666
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

RIGS vs. PIMIX - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for RiverFront Strategic Income Fund (RIGS) and PIMCO Income Fund Institutional Class (PIMIX). 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.


Sharpe ratio
The chart of Sharpe ratio for RIGS, currently valued at 0.48, compared to the broader market0.002.004.000.481.36
The chart of Sortino ratio for RIGS, currently valued at 0.71, compared to the broader market-2.000.002.004.006.008.0010.0012.000.712.01
The chart of Omega ratio for RIGS, currently valued at 1.09, compared to the broader market0.501.001.502.002.503.001.091.26
The chart of Calmar ratio for RIGS, currently valued at 0.98, compared to the broader market0.005.0010.0015.000.982.44
The chart of Martin ratio for RIGS, currently valued at 2.44, compared to the broader market0.0020.0040.0060.0080.00100.002.445.76
RIGS
PIMIX

The current RIGS Sharpe Ratio is 0.48, which is lower than the PIMIX Sharpe Ratio of 1.36. The chart below compares the historical Sharpe Ratios of RIGS and PIMIX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio0.501.001.502.002.503.00AugustSeptemberOctoberNovemberDecember2025
0.48
1.36
RIGS
PIMIX

Dividends

RIGS vs. PIMIX - Dividend Comparison

RIGS's dividend yield for the trailing twelve months is around 4.57%, less than PIMIX's 6.28% yield.


TTM20242023202220212020201920182017201620152014
RIGS
RiverFront Strategic Income Fund
4.57%4.49%3.49%2.72%2.47%3.44%3.87%4.54%4.45%4.47%3.60%3.32%
PIMIX
PIMCO Income Fund Institutional Class
6.28%6.27%6.21%6.40%4.02%4.89%5.86%5.68%5.41%5.57%7.84%6.30%

Drawdowns

RIGS vs. PIMIX - Drawdown Comparison

The maximum RIGS drawdown since its inception was -15.31%, which is greater than PIMIX's maximum drawdown of -13.39%. Use the drawdown chart below to compare losses from any high point for RIGS and PIMIX. For additional features, visit the drawdowns tool.


-3.50%-3.00%-2.50%-2.00%-1.50%-1.00%-0.50%0.00%AugustSeptemberOctoberNovemberDecember2025
-2.65%
-1.24%
RIGS
PIMIX

Volatility

RIGS vs. PIMIX - Volatility Comparison

RiverFront Strategic Income Fund (RIGS) has a higher volatility of 3.12% compared to PIMCO Income Fund Institutional Class (PIMIX) at 1.39%. This indicates that RIGS's price experiences larger fluctuations and is considered to be riskier than PIMIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


0.00%1.00%2.00%3.00%4.00%AugustSeptemberOctoberNovemberDecember2025
3.12%
1.39%
RIGS
PIMIX
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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