PLDIX vs. PMJIX
Compare and contrast key facts about PIMCO Low Duration ESG Fund (PLDIX) and PIMCO RAE US Small Fund (PMJIX).
PLDIX is managed by PIMCO. It was launched on Dec 31, 1996. PMJIX is managed by PIMCO. It was launched on Jun 5, 2015.
Performance
PLDIX vs. PMJIX - Performance Comparison
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PLDIX vs. PMJIX - 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% |
PMJIX PIMCO RAE US Small Fund | -0.95% | 5.11% | 22.05% | 19.77% | -4.62% | 39.15% | 6.95% | 20.22% | -11.69% | 9.22% |
Returns By Period
In the year-to-date period, PLDIX achieves a -0.42% return, which is significantly higher than PMJIX's -0.95% return. Over the past 10 years, PLDIX has underperformed PMJIX with an annualized return of 1.84%, while PMJIX has yielded a comparatively higher 12.04% 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%
PMJIX
- 1D
- -1.12%
- 1M
- -6.04%
- YTD
- -0.95%
- 6M
- 1.54%
- 1Y
- 13.70%
- 3Y*
- 14.79%
- 5Y*
- 9.83%
- 10Y*
- 12.04%
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PLDIX vs. PMJIX - Expense Ratio Comparison
Both PLDIX and PMJIX have an expense ratio of 0.50%.
Return for Risk
PLDIX vs. PMJIX — Risk / Return Rank
PLDIX
PMJIX
PLDIX vs. PMJIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for PIMCO Low Duration ESG Fund (PLDIX) and PIMCO RAE US Small Fund (PMJIX). 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 | PMJIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.62 | 0.63 | +0.99 |
Sortino ratioReturn per unit of downside risk | 2.74 | 1.03 | +1.70 |
Omega ratioGain probability vs. loss probability | 1.35 | 1.14 | +0.21 |
Calmar ratioReturn relative to maximum drawdown | 2.44 | 0.79 | +1.65 |
Martin ratioReturn relative to average drawdown | 9.74 | 3.17 | +6.57 |
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 | PMJIX | 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 | 0.25 | +0.42 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.94 | 0.37 | +0.57 |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.32 | 0.32 | +1.00 |
Correlation
The correlation between PLDIX and PMJIX is 0.02, 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. PMJIX - Dividend Comparison
PLDIX's dividend yield for the trailing twelve months is around 3.34%, more than PMJIX's 3.18% 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% |
PMJIX PIMCO RAE US Small Fund | 3.18% | 3.15% | 3.26% | 1.25% | 9.91% | 65.79% | 9.46% | 1.55% | 7.65% | 4.69% | 1.24% | 1.67% |
Drawdowns
PLDIX vs. PMJIX - Drawdown Comparison
The maximum PLDIX drawdown since its inception was -9.77%, smaller than the maximum PMJIX drawdown of -49.75%. Use the drawdown chart below to compare losses from any high point for PLDIX and PMJIX.
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Drawdown Indicators
| PLDIX | PMJIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -9.77% | -49.75% | +39.98% |
Max Drawdown (1Y)Largest decline over 1 year | -1.51% | -14.85% | +13.34% |
Max Drawdown (5Y)Largest decline over 5 years | -8.34% | -49.75% | +41.41% |
Max Drawdown (10Y)Largest decline over 10 years | -8.34% | -49.75% | +41.41% |
Current DrawdownCurrent decline from peak | -1.19% | -11.67% | +10.48% |
Average DrawdownAverage peak-to-trough decline | -0.84% | -16.44% | +15.60% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.38% | 3.68% | -3.30% |
Volatility
PLDIX vs. PMJIX - Volatility Comparison
The current volatility for PIMCO Low Duration ESG Fund (PLDIX) is 0.73%, while PIMCO RAE US Small Fund (PMJIX) has a volatility of 4.81%. This indicates that PLDIX experiences smaller price fluctuations and is considered to be less risky than PMJIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PLDIX | PMJIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.73% | 4.81% | -4.08% |
Volatility (6M)Calculated over the trailing 6-month period | 1.41% | 12.39% | -10.98% |
Volatility (1Y)Calculated over the trailing 1-year period | 2.15% | 22.25% | -20.10% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 2.31% | 39.62% | -37.31% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 1.97% | 33.08% | -31.11% |