PGAIX vs. PSLDX
Compare and contrast key facts about PIMCO Global Core Asset Allocation Fund (PGAIX) and PIMCO StocksPLUS Long Duration Fund Class I (PSLDX).
PGAIX is managed by PIMCO. It was launched on Oct 28, 2008. PSLDX is managed by PIMCO. It was launched on Aug 31, 2007.
Performance
PGAIX vs. PSLDX - Performance Comparison
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PGAIX vs. PSLDX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PGAIX PIMCO Global Core Asset Allocation Fund | 0.96% | 20.68% | 14.76% | 12.48% | -17.38% | 11.35% | 14.57% | 15.29% | -5.15% | 14.78% |
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, PGAIX achieves a 0.96% return, which is significantly higher than PSLDX's -6.30% return. Over the past 10 years, PGAIX has underperformed PSLDX with an annualized return of 8.29%, while PSLDX has yielded a comparatively higher 12.72% annualized return.
PGAIX
- 1D
- 1.28%
- 1M
- -5.55%
- YTD
- 0.96%
- 6M
- 6.07%
- 1Y
- 19.80%
- 3Y*
- 14.78%
- 5Y*
- 7.06%
- 10Y*
- 8.29%
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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PGAIX vs. PSLDX - Expense Ratio Comparison
PGAIX has a 1.00% expense ratio, which is higher than PSLDX's 0.61% expense ratio.
Return for Risk
PGAIX vs. PSLDX — Risk / Return Rank
PGAIX
PSLDX
PGAIX vs. PSLDX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for PIMCO Global Core Asset Allocation Fund (PGAIX) 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.
| PGAIX | PSLDX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.19 | 0.28 | +1.91 |
Sortino ratioReturn per unit of downside risk | 2.84 | 0.55 | +2.29 |
Omega ratioGain probability vs. loss probability | 1.46 | 1.08 | +0.37 |
Calmar ratioReturn relative to maximum drawdown | 2.39 | 0.37 | +2.02 |
Martin ratioReturn relative to average drawdown | 9.78 | 1.11 | +8.67 |
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
| PGAIX | PSLDX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.19 | 0.28 | +1.91 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.73 | 0.12 | +0.61 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.82 | 0.60 | +0.22 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.66 | 0.61 | +0.05 |
Correlation
The correlation between PGAIX and PSLDX is 0.76, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
PGAIX vs. PSLDX - Dividend Comparison
PGAIX's dividend yield for the trailing twelve months is around 2.53%, less than PSLDX's 3.30% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PGAIX PIMCO Global Core Asset Allocation Fund | 2.53% | 1.78% | 4.27% | 1.54% | 1.07% | 1.10% | 10.94% | 2.49% | 3.12% | 1.67% | 1.66% | 0.00% |
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
PGAIX vs. PSLDX - Drawdown Comparison
The maximum PGAIX drawdown since its inception was -26.75%, smaller than the maximum PSLDX drawdown of -55.25%. Use the drawdown chart below to compare losses from any high point for PGAIX and PSLDX.
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Drawdown Indicators
| PGAIX | PSLDX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -26.75% | -55.25% | +28.50% |
Max Drawdown (1Y)Largest decline over 1 year | -8.02% | -19.25% | +11.23% |
Max Drawdown (5Y)Largest decline over 5 years | -22.49% | -49.32% | +26.83% |
Max Drawdown (10Y)Largest decline over 10 years | -26.75% | -49.32% | +22.57% |
Current DrawdownCurrent decline from peak | -6.10% | -15.88% | +9.78% |
Average DrawdownAverage peak-to-trough decline | -4.71% | -10.70% | +5.99% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.96% | 6.38% | -4.42% |
Volatility
PGAIX vs. PSLDX - Volatility Comparison
The current volatility for PIMCO Global Core Asset Allocation Fund (PGAIX) is 3.80%, while PIMCO StocksPLUS Long Duration Fund Class I (PSLDX) has a volatility of 8.39%. This indicates that PGAIX 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
| PGAIX | PSLDX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.80% | 8.39% | -4.59% |
Volatility (6M)Calculated over the trailing 6-month period | 5.96% | 14.38% | -8.42% |
Volatility (1Y)Calculated over the trailing 1-year period | 9.43% | 24.15% | -14.72% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 9.71% | 22.90% | -13.19% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 10.19% | 21.33% | -11.14% |