PAIIX vs. PSLDX
Compare and contrast key facts about PIMCO Global Bond Opportunities Fund (U.S. Dollar-Hedged) (PAIIX) and PIMCO StocksPLUS Long Duration Fund Class I (PSLDX).
PAIIX is managed by PIMCO. It was launched on Oct 1, 1995. PSLDX is managed by PIMCO. It was launched on Aug 31, 2007.
Performance
PAIIX vs. PSLDX - Performance Comparison
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PAIIX vs. PSLDX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PAIIX PIMCO Global Bond Opportunities Fund (U.S. Dollar-Hedged) | -2.94% | 8.23% | 4.02% | 6.63% | -6.00% | -0.84% | 6.95% | 6.40% | -0.80% | 3.97% |
PSLDX PIMCO StocksPLUS Long Duration Fund Class I | -9.19% | 12.26% | 17.15% | 27.92% | -43.18% | 25.85% | 37.80% | 60.43% | -9.31% | 33.07% |
Returns By Period
In the year-to-date period, PAIIX achieves a -2.94% return, which is significantly higher than PSLDX's -9.19% return. Over the past 10 years, PAIIX has underperformed PSLDX with an annualized return of 2.78%, while PSLDX has yielded a comparatively higher 12.36% annualized return.
PAIIX
- 1D
- 0.42%
- 1M
- -3.85%
- YTD
- -2.94%
- 6M
- -1.59%
- 1Y
- 2.48%
- 3Y*
- 4.59%
- 5Y*
- 1.73%
- 10Y*
- 2.78%
PSLDX
- 1D
- 0.96%
- 1M
- -12.58%
- YTD
- -9.19%
- 6M
- -13.68%
- 1Y
- 3.47%
- 3Y*
- 10.69%
- 5Y*
- 2.64%
- 10Y*
- 12.36%
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PAIIX vs. PSLDX - Expense Ratio Comparison
PAIIX has a 0.90% expense ratio, which is higher than PSLDX's 0.61% expense ratio.
Return for Risk
PAIIX vs. PSLDX — Risk / Return Rank
PAIIX
PSLDX
PAIIX vs. PSLDX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for PIMCO Global Bond Opportunities Fund (U.S. Dollar-Hedged) (PAIIX) and PIMCO StocksPLUS Long Duration Fund Class I (PSLDX). 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.
| PAIIX | PSLDX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.75 | 0.20 | +0.55 |
Sortino ratioReturn per unit of downside risk | 1.03 | 0.43 | +0.60 |
Omega ratioGain probability vs. loss probability | 1.14 | 1.06 | +0.08 |
Calmar ratioReturn relative to maximum drawdown | 0.74 | 0.16 | +0.58 |
Martin ratioReturn relative to average drawdown | 3.24 | 0.49 | +2.75 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| PAIIX | PSLDX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.75 | 0.20 | +0.55 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.54 | 0.12 | +0.42 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.96 | 0.58 | +0.37 |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.09 | 0.61 | +0.48 |
Correlation
The correlation between PAIIX and PSLDX is 0.29, 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.
Dividends
PAIIX vs. PSLDX - Dividend Comparison
PAIIX's dividend yield for the trailing twelve months is around 4.35%, more than PSLDX's 3.40% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PAIIX PIMCO Global Bond Opportunities Fund (U.S. Dollar-Hedged) | 4.35% | 4.44% | 3.72% | 2.05% | 7.25% | 2.59% | 1.90% | 3.75% | 1.78% | 2.73% | 2.23% | 5.44% |
PSLDX PIMCO StocksPLUS Long Duration Fund Class I | 3.40% | 5.60% | 16.73% | 3.67% | 2.66% | 38.80% | 12.89% | 18.91% | 15.58% | 24.52% | 11.55% | 12.08% |
Drawdowns
PAIIX vs. PSLDX - Drawdown Comparison
The maximum PAIIX drawdown since its inception was -13.59%, smaller than the maximum PSLDX drawdown of -55.25%. Use the drawdown chart below to compare losses from any high point for PAIIX and PSLDX.
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Drawdown Indicators
| PAIIX | PSLDX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -13.59% | -55.25% | +41.66% |
Max Drawdown (1Y)Largest decline over 1 year | -4.25% | -19.25% | +15.00% |
Max Drawdown (5Y)Largest decline over 5 years | -9.91% | -49.32% | +39.41% |
Max Drawdown (10Y)Largest decline over 10 years | -10.44% | -49.32% | +38.88% |
Current DrawdownCurrent decline from peak | -3.85% | -18.47% | +14.62% |
Average DrawdownAverage peak-to-trough decline | -1.99% | -10.70% | +8.71% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.97% | 6.30% | -5.33% |
Volatility
PAIIX vs. PSLDX - Volatility Comparison
The current volatility for PIMCO Global Bond Opportunities Fund (U.S. Dollar-Hedged) (PAIIX) is 2.23%, while PIMCO StocksPLUS Long Duration Fund Class I (PSLDX) has a volatility of 7.50%. This indicates that PAIIX experiences smaller price fluctuations and is considered to be less risky than PSLDX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PAIIX | PSLDX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.23% | 7.50% | -5.27% |
Volatility (6M)Calculated over the trailing 6-month period | 2.86% | 14.03% | -11.17% |
Volatility (1Y)Calculated over the trailing 1-year period | 3.94% | 23.99% | -20.05% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 3.25% | 22.86% | -19.61% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 2.92% | 21.31% | -18.39% |