PLDIX vs. PSLDX
Compare and contrast key facts about PIMCO Low Duration ESG Fund (PLDIX) and PIMCO StocksPLUS Long Duration Fund Class I (PSLDX).
PLDIX is managed by PIMCO. It was launched on Dec 31, 1996. PSLDX is managed by PIMCO. It was launched on Aug 31, 2007.
Performance
PLDIX vs. PSLDX - Performance Comparison
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PLDIX vs. PSLDX - 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% |
PSLDX PIMCO StocksPLUS Long Duration Fund Class I | -9.19% | 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, PLDIX achieves a -0.42% return, which is significantly higher than PSLDX's -9.19% return. Over the past 10 years, PLDIX has underperformed PSLDX with an annualized return of 1.84%, while PSLDX has yielded a comparatively higher 12.36% 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%
PSLDX
- 1D
- 0.96%
- 1M
- -12.58%
- YTD
- -9.19%
- 6M
- -13.68%
- 1Y
- 3.47%
- 3Y*
- 10.69%
- 5Y*
- 2.64%
- 10Y*
- 12.36%
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PLDIX vs. PSLDX - Expense Ratio Comparison
PLDIX has a 0.50% expense ratio, which is lower than PSLDX's 0.61% expense ratio.
Return for Risk
PLDIX vs. PSLDX — Risk / Return Rank
PLDIX
PSLDX
PLDIX vs. PSLDX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for PIMCO Low Duration ESG Fund (PLDIX) 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.
| PLDIX | PSLDX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.62 | 0.20 | +1.42 |
Sortino ratioReturn per unit of downside risk | 2.74 | 0.43 | +2.31 |
Omega ratioGain probability vs. loss probability | 1.35 | 1.06 | +0.28 |
Calmar ratioReturn relative to maximum drawdown | 2.44 | 0.16 | +2.28 |
Martin ratioReturn relative to average drawdown | 9.74 | 0.49 | +9.25 |
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 | PSLDX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.62 | 0.20 | +1.42 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.67 | 0.12 | +0.55 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.94 | 0.58 | +0.36 |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.32 | 0.61 | +0.71 |
Correlation
The correlation between PLDIX and PSLDX is 0.29, 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. PSLDX - Dividend Comparison
PLDIX's dividend yield for the trailing twelve months is around 3.34%, less than PSLDX's 3.40% 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% |
PSLDX PIMCO StocksPLUS Long Duration Fund Class I | 3.40% | 5.60% | 16.73% | 3.67% | 2.66% | 38.80% | 12.89% | 18.91% | 15.58% | 24.52% | 11.55% | 12.08% |
Drawdowns
PLDIX vs. PSLDX - Drawdown Comparison
The maximum PLDIX drawdown since its inception was -9.77%, smaller than the maximum PSLDX drawdown of -55.25%. Use the drawdown chart below to compare losses from any high point for PLDIX and PSLDX.
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Drawdown Indicators
| PLDIX | PSLDX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -9.77% | -55.25% | +45.48% |
Max Drawdown (1Y)Largest decline over 1 year | -1.51% | -19.25% | +17.74% |
Max Drawdown (5Y)Largest decline over 5 years | -8.34% | -49.32% | +40.98% |
Max Drawdown (10Y)Largest decline over 10 years | -8.34% | -49.32% | +40.98% |
Current DrawdownCurrent decline from peak | -1.19% | -18.47% | +17.28% |
Average DrawdownAverage peak-to-trough decline | -0.84% | -10.70% | +9.86% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.38% | 6.30% | -5.92% |
Volatility
PLDIX vs. PSLDX - Volatility Comparison
The current volatility for PIMCO Low Duration ESG Fund (PLDIX) is 0.73%, while PIMCO StocksPLUS Long Duration Fund Class I (PSLDX) has a volatility of 7.50%. This indicates that PLDIX 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
| PLDIX | PSLDX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.73% | 7.50% | -6.77% |
Volatility (6M)Calculated over the trailing 6-month period | 1.41% | 14.03% | -12.62% |
Volatility (1Y)Calculated over the trailing 1-year period | 2.15% | 23.99% | -21.84% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 2.31% | 22.86% | -20.55% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 1.97% | 21.31% | -19.34% |