Pacific Funds Short Duration Income (PLSDX)
The fund invests principally in income producing debt instruments. Under normal circumstances, it will invest at least 70% of its assets in investment grade debt instruments, including corporate debt, asset-backed securities, mortgage-related securities, U.S. government securities and agency securities. The fund may invest up to 30% of its assets in non-investment grade (high yield/high risk, sometimes called "junk bonds") debt instruments and floating rate senior loans.
Fund Info
US69448A6073
69448A607
Dec 19, 2011
$500,000
Expense Ratio
PLSDX features an expense ratio of 0.45%, falling within the medium range.
Share Price Chart
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Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Pacific Funds Short Duration Income, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Returns By Period
Pacific Funds Short Duration Income had a return of 0.80% year-to-date (YTD) and 6.07% in the last 12 months. Over the past 10 years, Pacific Funds Short Duration Income had an annualized return of 2.49%, while the S&P 500 had an annualized return of 11.26%, indicating that Pacific Funds Short Duration Income did not perform as well as the benchmark.
PLSDX
0.80%
0.50%
1.88%
6.07%
2.42%
2.49%
^GSPC (Benchmark)
4.01%
1.13%
9.82%
22.80%
12.93%
11.26%
Monthly Returns
The table below presents the monthly returns of PLSDX, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 0.50% | 0.80% | |||||||||||
| 2024 | 0.49% | -0.21% | 0.68% | -0.27% | 0.90% | 0.59% | 1.27% | 0.90% | 0.81% | -0.45% | 0.55% | 0.04% | 5.44% |
| 2023 | 1.28% | -0.53% | 1.02% | 0.66% | -0.13% | 0.04% | 0.65% | 0.46% | -0.06% | 0.00% | 1.69% | 1.42% | 6.67% |
| 2022 | -0.46% | -0.54% | -1.14% | -0.55% | 0.05% | -1.12% | 0.98% | -0.29% | -1.30% | 0.03% | 1.17% | 0.36% | -2.81% |
| 2021 | 0.12% | -0.16% | -0.25% | 0.31% | 0.29% | 0.03% | 0.11% | 0.02% | 0.02% | -0.18% | -0.27% | -0.84% | -0.78% |
| 2020 | 0.78% | 0.36% | -4.28% | 2.28% | 1.43% | 0.93% | 0.93% | 0.44% | -0.05% | 0.14% | 0.62% | 0.52% | 4.04% |
| 2019 | 1.13% | 0.51% | 0.70% | 0.45% | 0.53% | 0.60% | 0.25% | 0.70% | 0.03% | 0.40% | 0.10% | 0.21% | 5.75% |
| 2018 | -0.01% | -0.20% | -0.11% | 0.15% | 0.22% | 0.12% | 0.33% | 0.43% | 0.11% | -0.05% | -0.17% | -0.07% | 0.76% |
| 2017 | 0.28% | 0.48% | 0.09% | 0.37% | 0.29% | 0.08% | 0.47% | 0.19% | 0.08% | 0.29% | -0.21% | 0.20% | 2.63% |
| 2016 | 0.13% | 0.14% | 0.92% | 0.44% | 0.06% | 0.65% | 0.45% | 0.08% | 0.16% | -0.02% | -0.41% | 0.28% | 2.92% |
| 2015 | 0.68% | 0.66% | 0.19% | 0.48% | 0.08% | -0.39% | -0.03% | -0.42% | -0.14% | 0.44% | -0.32% | -0.33% | 0.89% |
| 2014 | 0.52% | 0.43% | -0.13% | 0.36% | 0.33% | 0.26% | -0.23% | 0.44% | -0.70% | 0.36% | 0.09% | -0.98% | 0.74% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
With an overall rank of 96, PLSDX is among the top 4% of mutual funds on our website when it comes to balancing risk and reward. Below is a breakdown of how it compares using common performance measures.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Pacific Funds Short Duration Income (PLSDX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
Pacific Funds Short Duration Income provided a 4.99% dividend yield over the last twelve months, with an annual payout of $0.51 per share. The fund has been increasing its distributions for 3 consecutive years.
| Period | TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.51 | $0.51 | $0.41 | $0.22 | $0.15 | $0.21 | $0.28 | $0.27 | $0.23 | $0.20 | $0.21 | $0.20 |
Dividend yield | 4.99% | 5.00% | 4.01% | 2.19% | 1.42% | 1.93% | 2.66% | 2.64% | 2.21% | 1.90% | 2.09% | 1.92% |
Monthly Dividends
The table displays the monthly dividend distributions for Pacific Funds Short Duration Income. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | $0.04 | $0.00 | $0.04 | ||||||||||
| 2024 | $0.04 | $0.04 | $0.04 | $0.04 | $0.05 | $0.04 | $0.05 | $0.04 | $0.04 | $0.04 | $0.04 | $0.04 | $0.51 |
| 2023 | $0.03 | $0.03 | $0.03 | $0.03 | $0.04 | $0.03 | $0.04 | $0.04 | $0.03 | $0.04 | $0.04 | $0.04 | $0.41 |
| 2022 | $0.01 | $0.01 | $0.01 | $0.01 | $0.02 | $0.02 | $0.02 | $0.02 | $0.02 | $0.02 | $0.03 | $0.03 | $0.22 |
| 2021 | $0.01 | $0.01 | $0.01 | $0.01 | $0.01 | $0.01 | $0.01 | $0.01 | $0.01 | $0.01 | $0.01 | $0.01 | $0.15 |
| 2020 | $0.02 | $0.02 | $0.02 | $0.02 | $0.02 | $0.02 | $0.02 | $0.02 | $0.02 | $0.02 | $0.02 | $0.02 | $0.21 |
| 2019 | $0.02 | $0.02 | $0.02 | $0.03 | $0.03 | $0.02 | $0.03 | $0.02 | $0.02 | $0.02 | $0.02 | $0.02 | $0.28 |
| 2018 | $0.02 | $0.02 | $0.02 | $0.03 | $0.02 | $0.02 | $0.02 | $0.02 | $0.02 | $0.03 | $0.02 | $0.02 | $0.27 |
| 2017 | $0.02 | $0.02 | $0.02 | $0.02 | $0.02 | $0.02 | $0.02 | $0.02 | $0.02 | $0.02 | $0.02 | $0.02 | $0.23 |
| 2016 | $0.01 | $0.01 | $0.01 | $0.02 | $0.02 | $0.02 | $0.02 | $0.02 | $0.02 | $0.02 | $0.02 | $0.02 | $0.20 |
| 2015 | $0.02 | $0.02 | $0.02 | $0.02 | $0.02 | $0.02 | $0.02 | $0.02 | $0.02 | $0.02 | $0.02 | $0.02 | $0.21 |
| 2014 | $0.01 | $0.02 | $0.02 | $0.02 | $0.02 | $0.02 | $0.02 | $0.02 | $0.02 | $0.02 | $0.02 | $0.02 | $0.20 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
Worst Drawdowns
The table below displays the maximum drawdowns of the Pacific Funds Short Duration Income. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the Pacific Funds Short Duration Income was 7.79%, occurring on Mar 24, 2020. Recovery took 59 trading sessions.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -7.79% | Mar 6, 2020 | 13 | Mar 24, 2020 | 59 | Jun 17, 2020 | 72 |
| -5.92% | Oct 6, 2021 | 263 | Oct 20, 2022 | 268 | Nov 14, 2023 | 531 |
| -2.52% | May 22, 2013 | 23 | Jun 24, 2013 | 81 | Oct 17, 2013 | 104 |
| -1.69% | Sep 2, 2014 | 75 | Dec 16, 2014 | 46 | Feb 24, 2015 | 121 |
| -1.46% | May 18, 2015 | 148 | Dec 15, 2015 | 83 | Apr 15, 2016 | 231 |
Volatility
Volatility Chart
The current Pacific Funds Short Duration Income volatility is 0.42%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.