PLDIX vs. PIMIX
PLDIX (PIMCO Low Duration ESG Fund) and PIMIX (PIMCO Income Fund Institutional Class) are both mutual funds - PLDIX is a Short-Term Bond fund managed by PIMCO, while PIMIX is a Multisector Bonds fund actively managed by PIMCO. Over the past 10 years, PLDIX returned 1.84%/yr vs 4.44%/yr for PIMIX. Their 0.64 correlation means they have sometimes moved together and sometimes differently. PLDIX charges 0.50%/yr vs 0.54%/yr for PIMIX.
Performance
PLDIX vs. PIMIX - Performance Comparison
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Returns By Period
The year-to-date returns for both investments are quite close, with PLDIX having a 0.22% return and PIMIX slightly higher at 0.23%. Over the past 10 years, PLDIX has underperformed PIMIX with an annualized return of 1.84%, while PIMIX has yielded a comparatively higher 4.44% annualized return.
PLDIX
- 1D
- 0.00%
- 1M
- -0.33%
- 6M
- -0.18%
- YTD
- 0.22%
- 1Y
- 2.24%
- 3Y*
- 4.57%
- 5Y*
- 1.61%
- 10Y*
- 1.84%
- ALL TIME*
- 3.33%
PIMIX
- 1D
- 0.09%
- 1M
- -1.20%
- 6M
- -0.36%
- YTD
- 0.23%
- 1Y
- 4.60%
- 3Y*
- 6.91%
- 5Y*
- 3.23%
- 10Y*
- 4.44%
- ALL TIME*
- 6.59%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
PLDIX vs. PIMIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PLDIX PIMCO Low Duration ESG Fund | 0.22% | 5.30% | 4.98% | 4.81% | -5.98% | -0.63% | 3.30% | 4.25% | 0.32% | 1.69% |
PIMIX PIMCO Income Fund Institutional Class | 0.23% | 11.08% | 5.45% | 9.36% | -9.07% | 2.62% | 5.84% | 8.10% | 0.63% | 8.63% |
Correlation
The correlation between PLDIX and PIMIX is 0.76, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.76 |
Correlation (3Y) Balances recent behavior with more history. | 0.76 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.75 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.63 |
Correlation (All Time) Calculated using the full available price history since Apr 2, 2007 | 0.64 |
The correlation between PLDIX and PIMIX shifts across timeframes, from 0.63 (10 years) to 0.76 (3 years), reflecting how their relationship changes across market environments.
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Return for Risk
PLDIX vs. PIMIX — Risk / Return Rank
PLDIX
PIMIX
PLDIX vs. PIMIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for PIMCO Low Duration ESG Fund (PLDIX) and PIMCO Income Fund Institutional Class (PIMIX). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| PLDIX | PIMIX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.01 | ||
| Sortino ratioReturn per unit of downside risk | +0.28 | ||
| Omega ratioGain probability vs. loss probability | 1.30 | 1.27 | +0.03 |
| Calmar ratioReturn relative to maximum drawdown | 2.00 | 1.59 | +0.41 |
| Martin ratioReturn relative to average drawdown | 6.63 | 5.07 | +1.56 |
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Drawdowns
PLDIX vs. PIMIX - Drawdown Comparison
The maximum PLDIX drawdown since its inception was -9.77%, smaller than the maximum PIMIX drawdown of -13.39%. Use the drawdown chart below to compare losses from any high point for PLDIX and PIMIX.
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Drawdown Indicators
| PLDIX | PIMIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -9.77% | -13.39% | +3.62% |
Max Drawdown (1Y)Largest decline over 1 year | -1.51% | -3.69% | +2.18% |
Max Drawdown (3Y)Largest decline over 3 years | -1.51% | -3.69% | +2.18% |
Max Drawdown (5Y)Largest decline over 5 years | -8.31% | -13.34% | +5.03% |
Max Drawdown (10Y)Largest decline over 10 years | -8.34% | -13.39% | +5.05% |
Current DrawdownCurrent decline from peak | -0.56% | -1.69% | +1.13% |
Average DrawdownAverage peak-to-trough decline | -0.84% | -1.68% | +0.84% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.45% | 1.15% | -0.70% |
Volatility
PLDIX vs. PIMIX - Volatility Comparison
The current volatility for PIMCO Low Duration ESG Fund (PLDIX) is 0.59%, while PIMCO Income Fund Institutional Class (PIMIX) has a volatility of 1.15%. This indicates that PLDIX experiences smaller price fluctuations and is considered to be less risky than PIMIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PLDIX | PIMIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.59% | 1.15% | -0.56% |
Volatility (6M)Calculated over the trailing 6-month period | 1.67% | 3.55% | -1.88% |
Volatility (1Y)Calculated over the trailing 1-year period | 2.15% | 4.14% | -1.99% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 2.38% | 4.89% | -2.51% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 2.00% | 4.26% | -2.26% |
PLDIX vs. PIMIX - Expense Ratio Comparison
PLDIX has a 0.50% expense ratio, which is lower than PIMIX's 0.54% expense ratio.
Dividends
PLDIX vs. PIMIX - Dividend Comparison
PLDIX's dividend yield for the trailing twelve months is around 3.34%, less than PIMIX's 5.32% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PIMIX PIMCO Income Fund Institutional Class | 5.32% | 6.01% | 6.27% | 6.21% | 4.98% | 4.02% | 4.88% | 5.83% | 5.66% | 5.37% | 5.52% | 7.88% |
PLDIX PIMCO Low Duration ESG Fund | 3.34% | 3.62% | 3.39% | 2.97% | 1.90% | 0.82% | 1.26% | 2.46% | 1.92% | 1.04% | 1.82% | 1.93% |
Frequently Asked Questions
PLDIX and PIMIX have a correlation of 0.76, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
PIMIX has higher volatility (1.15%) compared to PLDIX (0.59%). In terms of maximum drawdown, PLDIX dropped -9.77% vs PIMIX's -13.39%.
PIMIX currently has the higher Sharpe Ratio (1.42 vs 1.41), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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