PFIIX vs. PSLDX
Compare and contrast key facts about PIMCO Low Duration Income Fund (PFIIX) and PIMCO StocksPLUS Long Duration Fund Class I (PSLDX).
PFIIX is managed by PIMCO. It was launched on Jul 30, 2004. PSLDX is managed by PIMCO. It was launched on Aug 31, 2007.
Performance
PFIIX vs. PSLDX - Performance Comparison
Loading graphics...
PFIIX vs. PSLDX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PFIIX PIMCO Low Duration Income Fund | -0.72% | 9.56% | 7.19% | 7.78% | -5.29% | 2.38% | 4.84% | 6.72% | 1.56% | 6.05% |
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, PFIIX achieves a -0.72% return, which is significantly higher than PSLDX's -9.19% return. Over the past 10 years, PFIIX has underperformed PSLDX with an annualized return of 5.09%, while PSLDX has yielded a comparatively higher 12.36% annualized return.
PFIIX
- 1D
- 0.25%
- 1M
- -1.92%
- YTD
- -0.72%
- 6M
- 1.39%
- 1Y
- 5.80%
- 3Y*
- 7.32%
- 5Y*
- 3.91%
- 10Y*
- 5.09%
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%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
PFIIX vs. PSLDX - Expense Ratio Comparison
PFIIX has a 0.50% expense ratio, which is lower than PSLDX's 0.61% expense ratio.
Return for Risk
PFIIX vs. PSLDX — Risk / Return Rank
PFIIX
PSLDX
PFIIX vs. PSLDX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for PIMCO Low Duration Income Fund (PFIIX) 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.
| PFIIX | PSLDX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.17 | 0.20 | +1.97 |
Sortino ratioReturn per unit of downside risk | 3.34 | 0.43 | +2.91 |
Omega ratioGain probability vs. loss probability | 1.49 | 1.06 | +0.43 |
Calmar ratioReturn relative to maximum drawdown | 2.92 | 0.16 | +2.76 |
Martin ratioReturn relative to average drawdown | 11.40 | 0.49 | +10.91 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| PFIIX | PSLDX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.17 | 0.20 | +1.97 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 1.27 | 0.12 | +1.15 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 1.61 | 0.58 | +1.03 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.91 | 0.61 | +0.31 |
Correlation
The correlation between PFIIX and PSLDX is 0.36, 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
PFIIX vs. PSLDX - Dividend Comparison
PFIIX's dividend yield for the trailing twelve months is around 5.05%, more than PSLDX's 3.40% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PFIIX PIMCO Low Duration Income Fund | 5.05% | 5.49% | 5.94% | 4.97% | 5.35% | 3.06% | 3.44% | 4.74% | 3.22% | 3.13% | 3.75% | 5.36% |
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
PFIIX vs. PSLDX - Drawdown Comparison
The maximum PFIIX drawdown since its inception was -28.35%, smaller than the maximum PSLDX drawdown of -55.25%. Use the drawdown chart below to compare losses from any high point for PFIIX and PSLDX.
Loading graphics...
Drawdown Indicators
| PFIIX | PSLDX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -28.35% | -55.25% | +26.90% |
Max Drawdown (1Y)Largest decline over 1 year | -2.16% | -19.25% | +17.09% |
Max Drawdown (5Y)Largest decline over 5 years | -8.84% | -49.32% | +40.48% |
Max Drawdown (10Y)Largest decline over 10 years | -11.72% | -49.32% | +37.60% |
Current DrawdownCurrent decline from peak | -1.92% | -18.47% | +16.55% |
Average DrawdownAverage peak-to-trough decline | -2.62% | -10.70% | +8.08% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.55% | 6.30% | -5.75% |
Volatility
PFIIX vs. PSLDX - Volatility Comparison
The current volatility for PIMCO Low Duration Income Fund (PFIIX) is 1.17%, while PIMCO StocksPLUS Long Duration Fund Class I (PSLDX) has a volatility of 7.50%. This indicates that PFIIX 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.
Loading graphics...
Volatility by Period
| PFIIX | PSLDX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.17% | 7.50% | -6.33% |
Volatility (6M)Calculated over the trailing 6-month period | 1.84% | 14.03% | -12.19% |
Volatility (1Y)Calculated over the trailing 1-year period | 2.94% | 23.99% | -21.05% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 3.11% | 22.86% | -19.75% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 3.17% | 21.31% | -18.14% |