PAIPX vs. PSLDX
Compare and contrast key facts about PIMCO Short Asset Investment Fund (PAIPX) and PIMCO StocksPLUS Long Duration Fund Class I (PSLDX).
PAIPX is managed by PIMCO. It was launched on May 31, 2012. PSLDX is managed by PIMCO. It was launched on Aug 31, 2007.
Performance
PAIPX vs. PSLDX - Performance Comparison
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PAIPX vs. PSLDX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PAIPX PIMCO Short Asset Investment Fund | 0.67% | 4.83% | 5.93% | 4.55% | -0.00% | -0.19% | 1.12% | 2.56% | 1.90% | 1.82% |
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, PAIPX achieves a 0.67% return, which is significantly higher than PSLDX's -9.19% return. Over the past 10 years, PAIPX has underperformed PSLDX with an annualized return of 2.44%, while PSLDX has yielded a comparatively higher 12.36% annualized return.
PAIPX
- 1D
- 0.00%
- 1M
- 0.00%
- YTD
- 0.67%
- 6M
- 1.91%
- 1Y
- 4.37%
- 3Y*
- 4.98%
- 5Y*
- 3.14%
- 10Y*
- 2.44%
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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PAIPX vs. PSLDX - Expense Ratio Comparison
PAIPX has a 0.45% expense ratio, which is lower than PSLDX's 0.61% expense ratio.
Return for Risk
PAIPX vs. PSLDX — Risk / Return Rank
PAIPX
PSLDX
PAIPX vs. PSLDX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for PIMCO Short Asset Investment Fund (PAIPX) 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.
| PAIPX | PSLDX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 3.70 | 0.20 | +3.50 |
Sortino ratioReturn per unit of downside risk | 18.97 | 0.43 | +18.54 |
Omega ratioGain probability vs. loss probability | 8.71 | 1.06 | +7.65 |
Calmar ratioReturn relative to maximum drawdown | 23.60 | 0.16 | +23.44 |
Martin ratioReturn relative to average drawdown | 95.25 | 0.49 | +94.76 |
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
| PAIPX | PSLDX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 3.70 | 0.20 | +3.50 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 1.91 | 0.12 | +1.79 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 1.83 | 0.58 | +1.24 |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.70 | 0.61 | +1.10 |
Correlation
The correlation between PAIPX and PSLDX is 0.04, 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
PAIPX vs. PSLDX - Dividend Comparison
PAIPX's dividend yield for the trailing twelve months is around 3.76%, more than PSLDX's 3.40% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PAIPX PIMCO Short Asset Investment Fund | 3.76% | 4.29% | 5.04% | 4.04% | 1.21% | 0.31% | 1.00% | 2.53% | 2.28% | 1.81% | 1.21% | 0.78% |
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
PAIPX vs. PSLDX - Drawdown Comparison
The maximum PAIPX drawdown since its inception was -3.49%, smaller than the maximum PSLDX drawdown of -55.25%. Use the drawdown chart below to compare losses from any high point for PAIPX and PSLDX.
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Drawdown Indicators
| PAIPX | PSLDX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -3.49% | -55.25% | +51.76% |
Max Drawdown (1Y)Largest decline over 1 year | -0.20% | -19.25% | +19.05% |
Max Drawdown (5Y)Largest decline over 5 years | -1.64% | -49.32% | +47.68% |
Max Drawdown (10Y)Largest decline over 10 years | -3.49% | -49.32% | +45.83% |
Current DrawdownCurrent decline from peak | 0.00% | -18.47% | +18.47% |
Average DrawdownAverage peak-to-trough decline | -0.15% | -10.70% | +10.55% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.05% | 6.30% | -6.25% |
Volatility
PAIPX vs. PSLDX - Volatility Comparison
The current volatility for PIMCO Short Asset Investment Fund (PAIPX) is 0.00%, while PIMCO StocksPLUS Long Duration Fund Class I (PSLDX) has a volatility of 7.50%. This indicates that PAIPX 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
| PAIPX | PSLDX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.00% | 7.50% | -7.50% |
Volatility (6M)Calculated over the trailing 6-month period | 0.85% | 14.03% | -13.18% |
Volatility (1Y)Calculated over the trailing 1-year period | 1.30% | 23.99% | -22.69% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 1.65% | 22.86% | -21.21% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 1.34% | 21.31% | -19.97% |