PLRIX vs. PTCIX
Compare and contrast key facts about PIMCO Long Duration Total Return Fund (PLRIX) and PIMCO Long-Term Credit Bond Fund (PTCIX).
PLRIX is managed by PIMCO. It was launched on Aug 30, 2006. PTCIX is managed by PIMCO. It was launched on Mar 30, 2009.
Performance
PLRIX vs. PTCIX - Performance Comparison
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PLRIX vs. PTCIX - 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% |
PTCIX PIMCO Long-Term Credit Bond Fund | -2.23% | 8.56% | -0.06% | 9.20% | -27.04% | -1.00% | 13.28% | 24.99% | -5.92% | 13.56% |
Returns By Period
In the year-to-date period, PLRIX achieves a -1.66% return, which is significantly higher than PTCIX's -2.23% return. Over the past 10 years, PLRIX has underperformed PTCIX with an annualized return of 1.87%, while PTCIX has yielded a comparatively higher 2.83% 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%
PTCIX
- 1D
- 1.06%
- 1M
- -4.96%
- YTD
- -2.23%
- 6M
- -1.93%
- 1Y
- 2.78%
- 3Y*
- 3.06%
- 5Y*
- -1.82%
- 10Y*
- 2.83%
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PLRIX vs. PTCIX - Expense Ratio Comparison
PLRIX has a 0.50% expense ratio, which is lower than PTCIX's 0.55% expense ratio.
Return for Risk
PLRIX vs. PTCIX — Risk / Return Rank
PLRIX
PTCIX
PLRIX vs. PTCIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for PIMCO Long Duration Total Return Fund (PLRIX) and PIMCO Long-Term Credit Bond Fund (PTCIX). 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 | PTCIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.32 | 0.40 | -0.09 |
Sortino ratioReturn per unit of downside risk | 0.49 | 0.60 | -0.11 |
Omega ratioGain probability vs. loss probability | 1.06 | 1.08 | -0.02 |
Calmar ratioReturn relative to maximum drawdown | 0.55 | 0.72 | -0.17 |
Martin ratioReturn relative to average drawdown | 1.35 | 1.86 | -0.51 |
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
| PLRIX | PTCIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.32 | 0.40 | -0.09 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.21 | -0.16 | -0.05 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.16 | 0.27 | -0.11 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.44 | 0.56 | -0.12 |
Correlation
The correlation between PLRIX and PTCIX is 0.96, 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
PLRIX vs. PTCIX - Dividend Comparison
PLRIX's dividend yield for the trailing twelve months is around 4.24%, less than PTCIX's 5.41% 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% |
PTCIX PIMCO Long-Term Credit Bond Fund | 5.41% | 5.67% | 5.23% | 3.83% | 4.86% | 7.39% | 7.72% | 5.14% | 6.51% | 4.81% | 5.75% | 14.97% |
Drawdowns
PLRIX vs. PTCIX - Drawdown Comparison
The maximum PLRIX drawdown since its inception was -37.41%, roughly equal to the maximum PTCIX drawdown of -35.64%. Use the drawdown chart below to compare losses from any high point for PLRIX and PTCIX.
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Drawdown Indicators
| PLRIX | PTCIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -37.41% | -35.64% | -1.77% |
Max Drawdown (1Y)Largest decline over 1 year | -7.14% | -5.95% | -1.19% |
Max Drawdown (5Y)Largest decline over 5 years | -36.81% | -35.64% | -1.17% |
Max Drawdown (10Y)Largest decline over 10 years | -37.41% | -35.64% | -1.77% |
Current DrawdownCurrent decline from peak | -22.03% | -17.32% | -4.71% |
Average DrawdownAverage peak-to-trough decline | -8.31% | -8.14% | -0.17% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.91% | 2.31% | +0.60% |
Volatility
PLRIX vs. PTCIX - Volatility Comparison
PIMCO Long Duration Total Return Fund (PLRIX) and PIMCO Long-Term Credit Bond Fund (PTCIX) have volatilities of 3.74% and 3.71%, 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.
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Volatility by Period
| PLRIX | PTCIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.74% | 3.71% | +0.03% |
Volatility (6M)Calculated over the trailing 6-month period | 5.77% | 5.41% | +0.36% |
Volatility (1Y)Calculated over the trailing 1-year period | 9.85% | 9.29% | +0.56% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 12.45% | 11.51% | +0.94% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 11.45% | 10.44% | +1.01% |