PCTIX vs. PSLDX
Compare and contrast key facts about PIMCO California Municipal Bond Fund (PCTIX) and PIMCO StocksPLUS Long Duration Fund Class I (PSLDX).
PCTIX is managed by PIMCO. It was launched on May 30, 2012. PSLDX is managed by PIMCO. It was launched on Aug 31, 2007.
Performance
PCTIX vs. PSLDX - Performance Comparison
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PCTIX vs. PSLDX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PCTIX PIMCO California Municipal Bond Fund | -0.43% | 3.92% | 3.12% | 7.98% | -10.90% | 1.96% | 6.89% | 9.11% | 1.11% | 7.30% |
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, PCTIX achieves a -0.43% return, which is significantly higher than PSLDX's -9.19% return. Over the past 10 years, PCTIX has underperformed PSLDX with an annualized return of 2.66%, while PSLDX has yielded a comparatively higher 12.36% annualized return.
PCTIX
- 1D
- 0.28%
- 1M
- -2.48%
- YTD
- -0.43%
- 6M
- 1.16%
- 1Y
- 3.85%
- 3Y*
- 3.93%
- 5Y*
- 1.09%
- 10Y*
- 2.66%
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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PCTIX vs. PSLDX - Expense Ratio Comparison
PCTIX has a 0.44% expense ratio, which is lower than PSLDX's 0.61% expense ratio.
Return for Risk
PCTIX vs. PSLDX — Risk / Return Rank
PCTIX
PSLDX
PCTIX vs. PSLDX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for PIMCO California Municipal Bond Fund (PCTIX) 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.
| PCTIX | PSLDX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.88 | 0.20 | +0.68 |
Sortino ratioReturn per unit of downside risk | 1.19 | 0.43 | +0.76 |
Omega ratioGain probability vs. loss probability | 1.23 | 1.06 | +0.16 |
Calmar ratioReturn relative to maximum drawdown | 0.90 | 0.16 | +0.74 |
Martin ratioReturn relative to average drawdown | 2.59 | 0.49 | +2.10 |
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
| PCTIX | PSLDX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.88 | 0.20 | +0.68 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.25 | 0.12 | +0.13 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.61 | 0.58 | +0.02 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.81 | 0.61 | +0.20 |
Correlation
The correlation between PCTIX and PSLDX is 0.23, 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
PCTIX vs. PSLDX - Dividend Comparison
PCTIX's dividend yield for the trailing twelve months is around 3.38%, which matches PSLDX's 3.40% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PCTIX PIMCO California Municipal Bond Fund | 3.38% | 3.60% | 3.73% | 3.47% | 1.97% | 1.76% | 2.01% | 2.63% | 2.97% | 3.04% | 2.95% | 2.81% |
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
PCTIX vs. PSLDX - Drawdown Comparison
The maximum PCTIX drawdown since its inception was -16.98%, smaller than the maximum PSLDX drawdown of -55.25%. Use the drawdown chart below to compare losses from any high point for PCTIX and PSLDX.
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Drawdown Indicators
| PCTIX | PSLDX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -16.98% | -55.25% | +38.27% |
Max Drawdown (1Y)Largest decline over 1 year | -4.95% | -19.25% | +14.30% |
Max Drawdown (5Y)Largest decline over 5 years | -16.98% | -49.32% | +32.34% |
Max Drawdown (10Y)Largest decline over 10 years | -16.98% | -49.32% | +32.34% |
Current DrawdownCurrent decline from peak | -2.48% | -18.47% | +15.99% |
Average DrawdownAverage peak-to-trough decline | -2.70% | -10.70% | +8.00% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.71% | 6.30% | -4.59% |
Volatility
PCTIX vs. PSLDX - Volatility Comparison
The current volatility for PIMCO California Municipal Bond Fund (PCTIX) is 1.03%, while PIMCO StocksPLUS Long Duration Fund Class I (PSLDX) has a volatility of 7.50%. This indicates that PCTIX 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
| PCTIX | PSLDX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.03% | 7.50% | -6.47% |
Volatility (6M)Calculated over the trailing 6-month period | 1.74% | 14.03% | -12.29% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.99% | 23.99% | -19.00% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 4.40% | 22.86% | -18.46% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 4.40% | 21.31% | -16.91% |