PFMIX vs. PSLDX
Compare and contrast key facts about PIMCO Municipal Bond Fund (PFMIX) and PIMCO StocksPLUS Long Duration Fund Class I (PSLDX).
PFMIX is managed by PIMCO. It was launched on Dec 30, 1997. PSLDX is managed by PIMCO. It was launched on Aug 31, 2007.
Performance
PFMIX vs. PSLDX - Performance Comparison
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PFMIX vs. PSLDX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PFMIX PIMCO Municipal Bond Fund | -0.09% | 5.70% | 3.60% | 8.04% | -11.32% | 2.55% | 5.89% | 8.67% | 1.41% | 7.47% |
PSLDX PIMCO StocksPLUS Long Duration Fund Class I | -6.30% | 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, PFMIX achieves a -0.09% return, which is significantly higher than PSLDX's -6.30% return. Over the past 10 years, PFMIX has underperformed PSLDX with an annualized return of 2.89%, while PSLDX has yielded a comparatively higher 12.72% annualized return.
PFMIX
- 1D
- 0.32%
- 1M
- -1.99%
- YTD
- -0.09%
- 6M
- 1.26%
- 1Y
- 4.35%
- 3Y*
- 4.83%
- 5Y*
- 1.49%
- 10Y*
- 2.89%
PSLDX
- 1D
- 3.18%
- 1M
- -8.98%
- YTD
- -6.30%
- 6M
- -11.47%
- 1Y
- 5.69%
- 3Y*
- 11.86%
- 5Y*
- 2.79%
- 10Y*
- 12.72%
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PFMIX vs. PSLDX - Expense Ratio Comparison
PFMIX has a 0.44% expense ratio, which is lower than PSLDX's 0.61% expense ratio.
Return for Risk
PFMIX vs. PSLDX — Risk / Return Rank
PFMIX
PSLDX
PFMIX vs. PSLDX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for PIMCO Municipal Bond Fund (PFMIX) 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.
| PFMIX | PSLDX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.98 | 0.28 | +0.70 |
Sortino ratioReturn per unit of downside risk | 1.34 | 0.55 | +0.79 |
Omega ratioGain probability vs. loss probability | 1.26 | 1.08 | +0.18 |
Calmar ratioReturn relative to maximum drawdown | 1.26 | 0.37 | +0.89 |
Martin ratioReturn relative to average drawdown | 4.09 | 1.11 | +2.98 |
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
| PFMIX | PSLDX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.98 | 0.28 | +0.70 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.36 | 0.12 | +0.24 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.72 | 0.60 | +0.13 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.99 | 0.61 | +0.38 |
Correlation
The correlation between PFMIX and PSLDX is 0.18, 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
PFMIX vs. PSLDX - Dividend Comparison
PFMIX's dividend yield for the trailing twelve months is around 4.01%, more than PSLDX's 3.30% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PFMIX PIMCO Municipal Bond Fund | 4.01% | 5.15% | 4.73% | 3.44% | 2.25% | 2.13% | 2.45% | 3.51% | 3.77% | 3.45% | 3.44% | 3.49% |
PSLDX PIMCO StocksPLUS Long Duration Fund Class I | 3.30% | 5.60% | 16.73% | 3.67% | 2.66% | 38.80% | 12.89% | 18.91% | 15.58% | 24.52% | 11.55% | 12.08% |
Drawdowns
PFMIX vs. PSLDX - Drawdown Comparison
The maximum PFMIX drawdown since its inception was -26.51%, smaller than the maximum PSLDX drawdown of -55.25%. Use the drawdown chart below to compare losses from any high point for PFMIX and PSLDX.
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Drawdown Indicators
| PFMIX | PSLDX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -26.51% | -55.25% | +28.74% |
Max Drawdown (1Y)Largest decline over 1 year | -4.67% | -19.25% | +14.58% |
Max Drawdown (5Y)Largest decline over 5 years | -16.11% | -49.32% | +33.21% |
Max Drawdown (10Y)Largest decline over 10 years | -16.11% | -49.32% | +33.21% |
Current DrawdownCurrent decline from peak | -2.30% | -15.88% | +13.58% |
Average DrawdownAverage peak-to-trough decline | -2.43% | -10.70% | +8.27% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.44% | 6.38% | -4.94% |
Volatility
PFMIX vs. PSLDX - Volatility Comparison
The current volatility for PIMCO Municipal Bond Fund (PFMIX) is 1.07%, while PIMCO StocksPLUS Long Duration Fund Class I (PSLDX) has a volatility of 8.39%. This indicates that PFMIX 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
| PFMIX | PSLDX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.07% | 8.39% | -7.32% |
Volatility (6M)Calculated over the trailing 6-month period | 1.78% | 14.38% | -12.60% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.89% | 24.15% | -19.26% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 4.12% | 22.90% | -18.78% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 4.00% | 21.33% | -17.33% |