PLRIX vs. PSLDX
Compare and contrast key facts about PIMCO Long Duration Total Return Fund (PLRIX) and PIMCO StocksPLUS Long Duration Fund Class I (PSLDX).
PLRIX is managed by PIMCO. It was launched on Aug 30, 2006. PSLDX is managed by PIMCO. It was launched on Aug 31, 2007.
Performance
PLRIX vs. PSLDX - Performance Comparison
Loading graphics...
PLRIX vs. PSLDX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PLRIX PIMCO Long Duration Total Return Fund | -1.66% | 8.78% | -2.18% | 7.24% | -28.32% | -1.53% | 17.77% | 18.62% | -3.83% | 12.79% |
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, PLRIX achieves a -1.66% return, which is significantly higher than PSLDX's -9.19% return. Over the past 10 years, PLRIX has underperformed PSLDX with an annualized return of 1.87%, while PSLDX has yielded a comparatively higher 12.36% annualized return.
PLRIX
- 1D
- 1.14%
- 1M
- -5.22%
- YTD
- -1.66%
- 6M
- -1.21%
- 1Y
- 1.96%
- 3Y*
- 1.84%
- 5Y*
- -2.56%
- 10Y*
- 1.87%
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%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
PLRIX vs. PSLDX - Expense Ratio Comparison
PLRIX has a 0.50% expense ratio, which is lower than PSLDX's 0.61% expense ratio.
Return for Risk
PLRIX vs. PSLDX — Risk / Return Rank
PLRIX
PSLDX
PLRIX vs. PSLDX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for PIMCO Long Duration Total Return Fund (PLRIX) 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.
| PLRIX | PSLDX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.32 | 0.20 | +0.12 |
Sortino ratioReturn per unit of downside risk | 0.49 | 0.43 | +0.05 |
Omega ratioGain probability vs. loss probability | 1.06 | 1.06 | 0.00 |
Calmar ratioReturn relative to maximum drawdown | 0.55 | 0.16 | +0.39 |
Martin ratioReturn relative to average drawdown | 1.35 | 0.49 | +0.87 |
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
| PLRIX | PSLDX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.32 | 0.20 | +0.12 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.21 | 0.12 | -0.32 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.16 | 0.58 | -0.42 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.44 | 0.61 | -0.17 |
Correlation
The correlation between PLRIX and PSLDX is 0.35, 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
PLRIX vs. PSLDX - Dividend Comparison
PLRIX's dividend yield for the trailing twelve months is around 4.24%, more than PSLDX's 3.40% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PLRIX PIMCO Long Duration Total Return Fund | 4.24% | 4.57% | 3.75% | 3.19% | 3.32% | 6.55% | 13.35% | 11.38% | 5.19% | 6.51% | 9.97% | 8.51% |
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
PLRIX vs. PSLDX - Drawdown Comparison
The maximum PLRIX drawdown since its inception was -37.41%, smaller than the maximum PSLDX drawdown of -55.25%. Use the drawdown chart below to compare losses from any high point for PLRIX and PSLDX.
Loading graphics...
Drawdown Indicators
| PLRIX | PSLDX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -37.41% | -55.25% | +17.84% |
Max Drawdown (1Y)Largest decline over 1 year | -7.14% | -19.25% | +12.11% |
Max Drawdown (5Y)Largest decline over 5 years | -36.81% | -49.32% | +12.51% |
Max Drawdown (10Y)Largest decline over 10 years | -37.41% | -49.32% | +11.91% |
Current DrawdownCurrent decline from peak | -22.03% | -18.47% | -3.56% |
Average DrawdownAverage peak-to-trough decline | -8.31% | -10.70% | +2.39% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.91% | 6.30% | -3.39% |
Volatility
PLRIX vs. PSLDX - Volatility Comparison
The current volatility for PIMCO Long Duration Total Return Fund (PLRIX) is 3.74%, while PIMCO StocksPLUS Long Duration Fund Class I (PSLDX) has a volatility of 7.50%. This indicates that PLRIX 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.
Loading graphics...
Volatility by Period
| PLRIX | PSLDX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.74% | 7.50% | -3.76% |
Volatility (6M)Calculated over the trailing 6-month period | 5.77% | 14.03% | -8.26% |
Volatility (1Y)Calculated over the trailing 1-year period | 9.85% | 23.99% | -14.14% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 12.45% | 22.86% | -10.41% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 11.45% | 21.31% | -9.86% |