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Pacific Funds Short Duration Income (PLSDX)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Pacific Funds Short Duration Income (PLSDX)

Mutual Fund · Currency in USD · Last updated May 30, 2025

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

ISIN

US69448A6073

CUSIP

69448A607

Issuer

Pacific Funds Series Trust

Inception Date

Dec 19, 2011

Category

Short-Term Bond

Min. Investment

$500,000

Asset Class

Bond

Expense Ratio

PLSDX has an expense ratio of 0.45%, placing it in the medium range.

Share Price Chart

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Compare to other instruments

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

Pacific Funds Short Duration Income

Popular comparisons:
PLSDX vs. NTSX PLSDX vs. RSSB
Popular comparisons:
PLSDX vs. NTSX PLSDX vs. RSSB

Performance

Performance Chart

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S&P 500

Returns By Period

Pacific Funds Short Duration Income (PLSDX) returned 2.15% year-to-date (YTD) and 6.21% over the past 12 months. Over the past 10 years, PLSDX returned 2.68% annually, underperforming the S&P 500 benchmark at 10.84%.

PLSDX

YTD

2.15%

1M

0.08%

6M

2.30%

1Y

6.21%

3Y*

4.84%

5Y*

3.10%

10Y*

2.68%

^GSPC (Benchmark)

YTD

0.52%

1M

6.32%

6M

-1.44%

1Y

12.25%

3Y*

12.45%

5Y*

14.20%

10Y*

10.84%

*Annualized

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.

JanFebMarAprMayJunJulAugSepOctNovDecTotal
20250.50%0.75%0.32%0.57%0.00%2.15%
20240.50%-0.21%0.69%-0.27%0.90%0.60%1.27%0.91%0.81%-0.45%0.55%0.04%5.44%
20231.56%-0.27%1.02%0.66%-0.13%0.04%0.66%0.46%-0.06%0.00%1.69%1.42%7.26%
2022-0.46%-0.54%-1.14%-0.55%0.05%-1.13%0.98%-0.29%-1.30%0.03%1.17%0.37%-2.81%
20210.12%-0.16%-0.24%0.31%0.30%0.03%0.11%0.02%0.02%-0.18%-0.26%0.11%0.17%
20200.78%0.36%-4.28%2.29%1.43%0.94%0.92%0.43%-0.04%0.14%0.62%0.52%4.04%
20191.13%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%-0.21%-0.11%0.14%0.23%0.11%0.34%0.43%0.11%-0.05%-0.17%-0.06%0.75%
20170.28%0.47%0.09%0.37%0.29%0.08%0.47%0.19%0.08%0.29%-0.21%0.20%2.61%
20160.13%0.14%0.93%0.44%0.06%0.66%0.45%0.08%0.16%-0.02%-0.41%0.28%2.92%
20150.68%0.65%0.19%0.49%0.08%-0.40%-0.03%-0.42%-0.13%0.44%-0.32%-0.33%0.88%
20140.52%0.43%-0.14%0.36%0.33%0.25%-0.23%0.44%-0.69%0.36%0.09%-0.74%0.99%
Go deeper with the Portfolio Analysis tool — backtest performance, assess risk, compare to benchmarks, and more

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

With an overall rank of 98, PLSDX is among the top 2% 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.

The Risk-Adjusted Performance Rank of PLSDX is 9898
Overall Rank
The Sharpe Ratio Rank of PLSDX is 9999
Sharpe Ratio Rank
The Sortino Ratio Rank of PLSDX is 9898
Sortino Ratio Rank
The Omega Ratio Rank of PLSDX is 9797
Omega Ratio Rank
The Calmar Ratio Rank of PLSDX is 9898
Calmar Ratio Rank
The Martin Ratio Rank of PLSDX is 9898
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.

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.

The Sharpe ratio helps investors understand how much return they're getting for the level of risk taken. A higher Sharpe ratio indicates better risk-adjusted performance, meaning more reward for each unit of risk.

Pacific Funds Short Duration Income Sharpe ratios as of May 30, 2025 (values are recalculated daily):

  • 1-Year: 3.63
  • 5-Year: 1.76
  • 10-Year: 1.53
  • All Time: 1.77

These values reflect how efficiently the investment has delivered returns relative to its volatility over different time periods. All figures are annualized and based on daily total returns (including price changes and dividends).

The chart below shows the rolling Sharpe ratio of Pacific Funds Short Duration Income compared to the selected benchmark. This view highlights how the investment's risk-adjusted performance has changed over time.

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Go to the full Sharpe Ratio tool to analyze any stock or portfolio. Customize time frames, set your own risk-free rate, and more

Dividends

Dividend History

Pacific Funds Short Duration Income provided a 4.93% dividend yield over the last twelve months, with an annual payout of $0.50 per share. The fund has been increasing its distributions for 2 consecutive years.

1.50%2.00%2.50%3.00%3.50%4.00%4.50%5.00%$0.00$0.10$0.20$0.30$0.40$0.5020142015201620172018201920202021202220232024
Dividends
Dividend Yield
PeriodTTM20242023202220212020201920182017201620152014
Dividend$0.50$0.51$0.41$0.22$0.25$0.21$0.28$0.27$0.23$0.20$0.21$0.22

Dividend yield

4.93%5.00%4.01%2.19%2.38%1.93%2.66%2.64%2.21%1.90%2.09%2.17%

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.

JanFebMarAprMayJunJulAugSepOctNovDecTotal
2025$0.04$0.04$0.04$0.04$0.00$0.16
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$0.11$0.25
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$0.04$0.22

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.

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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.

The current Pacific Funds Short Duration Income drawdown is 0.10%.

Depth

Start

To Bottom

Bottom

To Recover

End

Total

-7.79%Mar 6, 202013Mar 24, 202059Jun 17, 202072
-5.03%Oct 6, 2021263Oct 20, 2022180Jul 12, 2023443
-2.52%May 22, 201323Jun 24, 201381Oct 17, 2013104
-1.46%May 18, 2015153Dec 22, 201578Apr 15, 2016231
-1.45%Sep 2, 201475Dec 16, 201442Feb 18, 2015117
Go to the full Drawdowns tool for more analysis options, including inflation-adjusted drawdowns, and more

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.

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