PLDTX vs. GSSRX
Compare and contrast key facts about PIMCO Low Duration II Fund (PLDTX) and Goldman Sachs Short Duration Bond Fund (GSSRX).
PLDTX is managed by PIMCO. It was launched on Oct 31, 1991. GSSRX is managed by Goldman Sachs. It was launched on Feb 29, 2012.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: PLDTX or GSSRX.
Correlation
The correlation between PLDTX and GSSRX is 0.63, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
PLDTX vs. GSSRX - Performance Comparison
Key characteristics
PLDTX:
2.42
GSSRX:
2.82
PLDTX:
4.02
GSSRX:
4.82
PLDTX:
1.56
GSSRX:
1.67
PLDTX:
3.07
GSSRX:
5.48
PLDTX:
13.65
GSSRX:
15.62
PLDTX:
0.38%
GSSRX:
0.39%
PLDTX:
2.13%
GSSRX:
2.19%
PLDTX:
-7.22%
GSSRX:
-8.54%
PLDTX:
-0.11%
GSSRX:
0.00%
Returns By Period
In the year-to-date period, PLDTX achieves a 0.43% return, which is significantly lower than GSSRX's 0.86% return. Over the past 10 years, PLDTX has underperformed GSSRX with an annualized return of 1.53%, while GSSRX has yielded a comparatively higher 2.20% annualized return.
PLDTX
0.43%
0.43%
1.92%
5.14%
1.23%
1.53%
GSSRX
0.86%
0.65%
2.24%
6.05%
1.94%
2.20%
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PLDTX vs. GSSRX - Expense Ratio Comparison
PLDTX has a 0.50% expense ratio, which is higher than GSSRX's 0.48% expense ratio.
Risk-Adjusted Performance
PLDTX vs. GSSRX — Risk-Adjusted Performance Rank
PLDTX
GSSRX
PLDTX vs. GSSRX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for PIMCO Low Duration II Fund (PLDTX) and Goldman Sachs Short Duration Bond Fund (GSSRX). 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.
Dividends
PLDTX vs. GSSRX - Dividend Comparison
PLDTX's dividend yield for the trailing twelve months is around 4.01%, more than GSSRX's 3.96% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PLDTX PIMCO Low Duration II Fund | 4.01% | 4.01% | 3.89% | 1.71% | 0.27% | 1.24% | 2.72% | 2.19% | 1.44% | 1.77% | 1.59% | 1.46% |
GSSRX Goldman Sachs Short Duration Bond Fund | 3.96% | 3.93% | 3.15% | 2.18% | 1.36% | 2.16% | 2.86% | 2.55% | 2.21% | 2.08% | 2.43% | 1.61% |
Drawdowns
PLDTX vs. GSSRX - Drawdown Comparison
The maximum PLDTX drawdown since its inception was -7.22%, smaller than the maximum GSSRX drawdown of -8.54%. Use the drawdown chart below to compare losses from any high point for PLDTX and GSSRX. For additional features, visit the drawdowns tool.
Volatility
PLDTX vs. GSSRX - Volatility Comparison
PIMCO Low Duration II Fund (PLDTX) and Goldman Sachs Short Duration Bond Fund (GSSRX) have volatilities of 0.53% and 0.54%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.