PLDIX vs. PISIX
Compare and contrast key facts about PIMCO Low Duration ESG Fund (PLDIX) and PIMCO StocksPLUS International Fund (U.S. Dollar-Hedged) (PISIX).
PLDIX is managed by PIMCO. It was launched on Dec 31, 1996. PISIX is managed by PIMCO. It was launched on Oct 31, 2003.
Performance
PLDIX vs. PISIX - Performance Comparison
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PLDIX vs. PISIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PLDIX PIMCO Low Duration ESG Fund | -0.42% | 5.30% | 4.98% | 4.81% | -5.98% | -0.63% | 3.30% | 4.25% | 0.32% | 1.69% |
PISIX PIMCO StocksPLUS International Fund (U.S. Dollar-Hedged) | -0.85% | 17.68% | 14.87% | 21.70% | -8.86% | 18.37% | 4.29% | 26.40% | -10.00% | 18.81% |
Returns By Period
In the year-to-date period, PLDIX achieves a -0.42% return, which is significantly higher than PISIX's -0.85% return. Over the past 10 years, PLDIX has underperformed PISIX with an annualized return of 1.84%, while PISIX has yielded a comparatively higher 11.51% annualized return.
PLDIX
- 1D
- 0.11%
- 1M
- -1.19%
- YTD
- -0.42%
- 6M
- 0.74%
- 1Y
- 3.15%
- 3Y*
- 4.30%
- 5Y*
- 1.54%
- 10Y*
- 1.84%
PISIX
- 1D
- 0.22%
- 1M
- -9.44%
- YTD
- -0.85%
- 6M
- -0.21%
- 1Y
- 12.13%
- 3Y*
- 14.32%
- 5Y*
- 10.34%
- 10Y*
- 11.51%
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PLDIX vs. PISIX - Expense Ratio Comparison
PLDIX has a 0.50% expense ratio, which is lower than PISIX's 0.76% expense ratio.
Return for Risk
PLDIX vs. PISIX — Risk / Return Rank
PLDIX
PISIX
PLDIX vs. PISIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for PIMCO Low Duration ESG Fund (PLDIX) and PIMCO StocksPLUS International Fund (U.S. Dollar-Hedged) (PISIX). 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.
| PLDIX | PISIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.62 | 0.63 | +0.99 |
Sortino ratioReturn per unit of downside risk | 2.74 | 0.85 | +1.88 |
Omega ratioGain probability vs. loss probability | 1.35 | 1.14 | +0.20 |
Calmar ratioReturn relative to maximum drawdown | 2.44 | 0.64 | +1.80 |
Martin ratioReturn relative to average drawdown | 9.74 | 2.55 | +7.19 |
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
| PLDIX | PISIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.62 | 0.63 | +0.99 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.67 | 0.75 | -0.08 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.94 | 0.80 | +0.14 |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.32 | 0.52 | +0.79 |
Correlation
The correlation between PLDIX and PISIX is 0.04, 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
PLDIX vs. PISIX - Dividend Comparison
PLDIX's dividend yield for the trailing twelve months is around 3.34%, less than PISIX's 5.19% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
PISIX PIMCO StocksPLUS International Fund (U.S. Dollar-Hedged) | 5.19% | 5.14% | 11.81% | 10.04% | 10.11% | 7.31% | 1.42% | 11.47% | 7.99% | 7.36% | 1.02% | 8.16% |
Drawdowns
PLDIX vs. PISIX - Drawdown Comparison
The maximum PLDIX drawdown since its inception was -9.77%, smaller than the maximum PISIX drawdown of -57.47%. Use the drawdown chart below to compare losses from any high point for PLDIX and PISIX.
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Drawdown Indicators
| PLDIX | PISIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -9.77% | -57.47% | +47.70% |
Max Drawdown (1Y)Largest decline over 1 year | -1.51% | -12.81% | +11.30% |
Max Drawdown (5Y)Largest decline over 5 years | -8.34% | -18.93% | +10.59% |
Max Drawdown (10Y)Largest decline over 10 years | -8.34% | -35.44% | +27.10% |
Current DrawdownCurrent decline from peak | -1.19% | -9.44% | +8.25% |
Average DrawdownAverage peak-to-trough decline | -0.84% | -7.23% | +6.39% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.38% | 3.54% | -3.16% |
Volatility
PLDIX vs. PISIX - Volatility Comparison
The current volatility for PIMCO Low Duration ESG Fund (PLDIX) is 0.73%, while PIMCO StocksPLUS International Fund (U.S. Dollar-Hedged) (PISIX) has a volatility of 6.58%. This indicates that PLDIX experiences smaller price fluctuations and is considered to be less risky than PISIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PLDIX | PISIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.73% | 6.58% | -5.85% |
Volatility (6M)Calculated over the trailing 6-month period | 1.41% | 11.37% | -9.96% |
Volatility (1Y)Calculated over the trailing 1-year period | 2.15% | 16.52% | -14.37% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 2.31% | 13.92% | -11.61% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 1.97% | 14.55% | -12.58% |