PLDIX vs. TNSHX
Compare and contrast key facts about PIMCO Low Duration ESG Fund (PLDIX) and TIAA-CREF Short-Term Bond Index Fund (TNSHX).
PLDIX is managed by PIMCO. It was launched on Dec 31, 1996. TNSHX is managed by TIAA Investments. It was launched on Aug 7, 2015.
Performance
PLDIX vs. TNSHX - Performance Comparison
Loading graphics...
PLDIX vs. TNSHX - 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% |
TNSHX TIAA-CREF Short-Term Bond Index Fund | -0.07% | 5.31% | 4.03% | 4.05% | -3.96% | -0.57% | 3.26% | 4.05% | 1.31% | 0.70% |
Returns By Period
In the year-to-date period, PLDIX achieves a -0.42% return, which is significantly lower than TNSHX's -0.07% return. Both investments have delivered pretty close results over the past 10 years, with PLDIX having a 1.84% annualized return and TNSHX not far behind at 1.78%.
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%
TNSHX
- 1D
- 0.21%
- 1M
- -0.82%
- YTD
- -0.07%
- 6M
- 1.06%
- 1Y
- 3.56%
- 3Y*
- 3.89%
- 5Y*
- 1.72%
- 10Y*
- 1.78%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
PLDIX vs. TNSHX - Expense Ratio Comparison
PLDIX has a 0.50% expense ratio, which is higher than TNSHX's 0.09% expense ratio.
Return for Risk
PLDIX vs. TNSHX — Risk / Return Rank
PLDIX
TNSHX
PLDIX vs. TNSHX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for PIMCO Low Duration ESG Fund (PLDIX) and TIAA-CREF Short-Term Bond Index Fund (TNSHX). 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 | TNSHX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.62 | 2.00 | -0.38 |
Sortino ratioReturn per unit of downside risk | 2.74 | 3.63 | -0.90 |
Omega ratioGain probability vs. loss probability | 1.35 | 1.50 | -0.15 |
Calmar ratioReturn relative to maximum drawdown | 2.44 | 3.67 | -1.24 |
Martin ratioReturn relative to average drawdown | 9.74 | 13.41 | -3.68 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| PLDIX | TNSHX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.62 | 2.00 | -0.38 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.67 | 0.78 | -0.11 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.94 | 0.99 | -0.06 |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.32 | 1.03 | +0.29 |
Correlation
The correlation between PLDIX and TNSHX is 0.71, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
PLDIX vs. TNSHX - Dividend Comparison
PLDIX's dividend yield for the trailing twelve months is around 3.34%, less than TNSHX's 3.82% 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% |
TNSHX TIAA-CREF Short-Term Bond Index Fund | 3.82% | 4.22% | 3.94% | 2.68% | 1.00% | 1.03% | 1.81% | 2.45% | 1.80% | 1.31% | 0.98% | 0.00% |
Drawdowns
PLDIX vs. TNSHX - Drawdown Comparison
The maximum PLDIX drawdown since its inception was -9.77%, which is greater than TNSHX's maximum drawdown of -5.99%. Use the drawdown chart below to compare losses from any high point for PLDIX and TNSHX.
Loading graphics...
Drawdown Indicators
| PLDIX | TNSHX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -9.77% | -5.99% | -3.78% |
Max Drawdown (1Y)Largest decline over 1 year | -1.51% | -1.13% | -0.38% |
Max Drawdown (5Y)Largest decline over 5 years | -8.34% | -5.99% | -2.35% |
Max Drawdown (10Y)Largest decline over 10 years | -8.34% | -5.99% | -2.35% |
Current DrawdownCurrent decline from peak | -1.19% | -0.82% | -0.37% |
Average DrawdownAverage peak-to-trough decline | -0.84% | -0.90% | +0.06% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.38% | 0.31% | +0.07% |
Volatility
PLDIX vs. TNSHX - Volatility Comparison
PIMCO Low Duration ESG Fund (PLDIX) has a higher volatility of 0.73% compared to TIAA-CREF Short-Term Bond Index Fund (TNSHX) at 0.55%. This indicates that PLDIX's price experiences larger fluctuations and is considered to be riskier than TNSHX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| PLDIX | TNSHX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.73% | 0.55% | +0.18% |
Volatility (6M)Calculated over the trailing 6-month period | 1.41% | 1.23% | +0.18% |
Volatility (1Y)Calculated over the trailing 1-year period | 2.15% | 1.99% | +0.16% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 2.31% | 2.22% | +0.09% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 1.97% | 1.80% | +0.17% |