PCKPX vs. PSLDX
Compare and contrast key facts about PIMCO StocksPLUS Small Fund (PCKPX) and PIMCO StocksPLUS Long Duration Fund Class I (PSLDX).
PCKPX is managed by PIMCO. It was launched on Apr 30, 2008. PSLDX is managed by PIMCO. It was launched on Aug 31, 2007.
Performance
PCKPX vs. PSLDX - Performance Comparison
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PCKPX vs. PSLDX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PCKPX PIMCO StocksPLUS Small Fund | -3.90% | 10.58% | 11.55% | 15.90% | -23.99% | 14.03% | 19.39% | 26.69% | -12.23% | 17.59% |
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, PCKPX achieves a -3.90% return, which is significantly higher than PSLDX's -9.19% return. Over the past 10 years, PCKPX has underperformed PSLDX with an annualized return of 9.00%, while PSLDX has yielded a comparatively higher 12.36% annualized return.
PCKPX
- 1D
- -1.25%
- 1M
- -9.84%
- YTD
- -3.90%
- 6M
- -2.96%
- 1Y
- 18.48%
- 3Y*
- 10.30%
- 5Y*
- 1.10%
- 10Y*
- 9.00%
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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PCKPX vs. PSLDX - Expense Ratio Comparison
PCKPX has a 0.80% expense ratio, which is higher than PSLDX's 0.61% expense ratio.
Return for Risk
PCKPX vs. PSLDX — Risk / Return Rank
PCKPX
PSLDX
PCKPX vs. PSLDX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for PIMCO StocksPLUS Small Fund (PCKPX) 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.
| PCKPX | PSLDX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.76 | 0.20 | +0.56 |
Sortino ratioReturn per unit of downside risk | 1.19 | 0.43 | +0.76 |
Omega ratioGain probability vs. loss probability | 1.15 | 1.06 | +0.09 |
Calmar ratioReturn relative to maximum drawdown | 0.98 | 0.16 | +0.82 |
Martin ratioReturn relative to average drawdown | 3.66 | 0.49 | +3.17 |
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
| PCKPX | PSLDX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.76 | 0.20 | +0.56 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.05 | 0.12 | -0.07 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.37 | 0.58 | -0.21 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.39 | 0.61 | -0.22 |
Correlation
The correlation between PCKPX and PSLDX is 0.68, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
PCKPX vs. PSLDX - Dividend Comparison
PCKPX's dividend yield for the trailing twelve months is around 4.40%, more than PSLDX's 3.40% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PCKPX PIMCO StocksPLUS Small Fund | 4.40% | 4.23% | 3.52% | 1.45% | 26.78% | 19.38% | 5.69% | 5.92% | 12.87% | 5.82% | 3.37% | 8.93% |
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
PCKPX vs. PSLDX - Drawdown Comparison
The maximum PCKPX drawdown since its inception was -55.77%, roughly equal to the maximum PSLDX drawdown of -55.25%. Use the drawdown chart below to compare losses from any high point for PCKPX and PSLDX.
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Drawdown Indicators
| PCKPX | PSLDX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -55.77% | -55.25% | -0.52% |
Max Drawdown (1Y)Largest decline over 1 year | -14.99% | -19.25% | +4.26% |
Max Drawdown (5Y)Largest decline over 5 years | -35.71% | -49.32% | +13.61% |
Max Drawdown (10Y)Largest decline over 10 years | -46.38% | -49.32% | +2.94% |
Current DrawdownCurrent decline from peak | -12.25% | -18.47% | +6.22% |
Average DrawdownAverage peak-to-trough decline | -10.54% | -10.70% | +0.16% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.19% | 6.30% | -2.11% |
Volatility
PCKPX vs. PSLDX - Volatility Comparison
PIMCO StocksPLUS Small Fund (PCKPX) and PIMCO StocksPLUS Long Duration Fund Class I (PSLDX) have volatilities of 7.20% and 7.50%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PCKPX | PSLDX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.20% | 7.50% | -0.30% |
Volatility (6M)Calculated over the trailing 6-month period | 14.90% | 14.03% | +0.87% |
Volatility (1Y)Calculated over the trailing 1-year period | 23.92% | 23.99% | -0.07% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 23.38% | 22.86% | +0.52% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 24.15% | 21.31% | +2.84% |