PISIX vs. PSLDX
Compare and contrast key facts about PIMCO StocksPLUS International Fund (U.S. Dollar-Hedged) (PISIX) and PIMCO StocksPLUS Long Duration Fund Class I (PSLDX).
PISIX is managed by PIMCO. It was launched on Oct 31, 2003. PSLDX is managed by PIMCO. It was launched on Aug 31, 2007.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: PISIX or PSLDX.
Correlation
The correlation between PISIX and PSLDX is 0.49, 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.
Performance
PISIX vs. PSLDX - Performance Comparison
Key characteristics
PISIX:
1.52
PSLDX:
1.36
PISIX:
1.93
PSLDX:
1.88
PISIX:
1.29
PSLDX:
1.24
PISIX:
1.58
PSLDX:
0.85
PISIX:
7.51
PSLDX:
6.10
PISIX:
2.33%
PSLDX:
4.09%
PISIX:
11.56%
PSLDX:
18.30%
PISIX:
-57.67%
PSLDX:
-79.57%
PISIX:
0.00%
PSLDX:
-12.91%
Returns By Period
In the year-to-date period, PISIX achieves a 2.02% return, which is significantly lower than PSLDX's 2.94% return. Over the past 10 years, PISIX has underperformed PSLDX with an annualized return of 7.40%, while PSLDX has yielded a comparatively higher 11.97% annualized return.
PISIX
2.02%
4.09%
2.71%
16.20%
8.55%
7.40%
PSLDX
2.94%
1.33%
6.14%
22.23%
7.04%
11.97%
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PISIX vs. PSLDX - Expense Ratio Comparison
PISIX has a 0.76% expense ratio, which is higher than PSLDX's 0.61% expense ratio.
Risk-Adjusted Performance
PISIX vs. PSLDX — Risk-Adjusted Performance Rank
PISIX
PSLDX
PISIX vs. PSLDX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for PIMCO StocksPLUS International Fund (U.S. Dollar-Hedged) (PISIX) 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.
Dividends
PISIX vs. PSLDX - Dividend Comparison
PISIX's dividend yield for the trailing twelve months is around 11.58%, less than PSLDX's 16.25% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PISIX PIMCO StocksPLUS International Fund (U.S. Dollar-Hedged) | 11.58% | 11.81% | 9.35% | 5.58% | 7.32% | 1.42% | 8.93% | 1.57% | 7.36% | 1.03% | 8.16% | 11.97% |
PSLDX PIMCO StocksPLUS Long Duration Fund Class I | 16.25% | 16.73% | 3.67% | 2.66% | 38.80% | 11.13% | 14.09% | 15.58% | 24.51% | 11.55% | 12.08% | 23.01% |
Drawdowns
PISIX vs. PSLDX - Drawdown Comparison
The maximum PISIX drawdown since its inception was -57.67%, smaller than the maximum PSLDX drawdown of -79.57%. Use the drawdown chart below to compare losses from any high point for PISIX and PSLDX. For additional features, visit the drawdowns tool.
Volatility
PISIX vs. PSLDX - Volatility Comparison
The current volatility for PIMCO StocksPLUS International Fund (U.S. Dollar-Hedged) (PISIX) is 3.58%, while PIMCO StocksPLUS Long Duration Fund Class I (PSLDX) has a volatility of 7.59%. This indicates that PISIX 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.