PLRIX vs. SBIFX

Last updated Jun 4, 2026

PLRIX (PIMCO Long Duration Total Return Fund) and SBIFX (Sextant Bond Income Fund) are both Long-Term Bond funds. Their correlation of 0.88 suggests significant overlap in exposure. PLRIX charges 0.50%/yr vs 0.65%/yr for SBIFX.

Performance

PLRIX vs. SBIFX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in PIMCO Long Duration Total Return Fund (PLRIX) and Sextant Bond Income Fund (SBIFX). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

PLRIX

• 1D: 0.14%
• 1M: 1.61%
• YTD: 0.34%
• 6M: -0.36%
• 1Y: 8.42%
• 3Y*: 3.25%
• 5Y*: -2.63%
• 10Y*: 1.74%

SBIFX

• 1D: —
• 1M: —
• YTD: —
• 6M: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

PLRIX vs. SBIFX - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
PLRIX PIMCO Long Duration Total Return Fund	0.34%	8.78%	-2.18%	7.24%	-28.32%	-1.53%	17.77%	18.62%	-3.83%	12.79%
SBIFX Sextant Bond Income Fund	-0.81%	7.29%	-0.05%	5.30%	-17.54%	-2.37%	8.83%	10.24%	-1.13%	5.14%

Correlation

The correlation between PLRIX and SBIFX is 0.75, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.75
Correlation (3Y) Calculated over the trailing 3-year period	0.88
Correlation (5Y) Calculated over the trailing 5-year period	0.90
Correlation (10Y) Calculated over the trailing 10-year period	0.88
Correlation (All Time) Calculated using the full available price history since Sep 1, 2006	0.88

The correlation between PLRIX and SBIFX shifts across timeframes, from 0.75 (1 year) to 0.90 (5 years), reflecting how their relationship changes across market environments.

Return for Risk

PLRIX vs. SBIFX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

PLRIX

PLRIX Risk / Return Rank: 12
PLRIX Sharpe Ratio Rank: 13
PLRIX Sortino Ratio Rank: 13
PLRIX Omega Ratio Rank: 12
PLRIX Calmar Ratio Rank: 13
PLRIX Martin Ratio Rank: 12

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

PLRIX vs. SBIFX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for PIMCO Long Duration Total Return Fund (PLRIX) and Sextant Bond Income Fund (SBIFX). 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	SBIFX	Difference
Sharpe ratio: Return per unit of total volatility	0.98	—	—
Sortino ratio: Return per unit of downside risk	1.45	—	—
Omega ratio: Gain probability vs. loss probability	1.17	—	—
Calmar ratio: Return relative to maximum drawdown	1.22	—	—
Martin ratio: Return relative to average drawdown	3.40	—	—
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

Sharpe Ratios by Period

	PLRIX	SBIFX	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	0.98	—	—
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	-0.21	—	—
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	0.15	—	—
Sharpe Ratio (All Time) Calculated using the full available price history	0.44	—	—

Drawdowns

Drawdown Indicators

	PLRIX	SBIFX	Difference
Max Drawdown Largest peak-to-trough decline	-37.41%	—	—
Max Drawdown (1Y) Largest decline over 1 year	-6.99%	—	—
Max Drawdown (3Y) Largest decline over 3 years	-14.74%	—	—
Max Drawdown (5Y) Largest decline over 5 years	-36.81%	—	—
Max Drawdown (10Y) Largest decline over 10 years	-37.41%	—	—
Current Drawdown Current decline from peak	-20.44%	—	—
Average Drawdown Average peak-to-trough decline	-8.43%	—	—
Ulcer Index Depth and duration of drawdowns from previous peaks	2.49%	—	—

Volatility

Volatility by Period

	PLRIX	SBIFX	Difference
Volatility (1M) Calculated over the trailing 1-month period	2.99%	—	—
Volatility (6M) Calculated over the trailing 6-month period	6.25%	—	—
Volatility (1Y) Calculated over the trailing 1-year period	8.66%	—	—
Volatility (5Y) Calculated over the trailing 5-year period, annualized	12.48%	—	—
Volatility (10Y) Calculated over the trailing 10-year period, annualized	11.47%	—	—

PLRIX vs. SBIFX - Expense Ratio Comparison

PLRIX has a 0.50% expense ratio, which is lower than SBIFX's 0.65% expense ratio.

Dividends

PLRIX vs. SBIFX - Dividend Comparison

PLRIX's dividend yield for the trailing twelve months is around 4.71%, more than SBIFX's 2.94% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
PLRIX PIMCO Long Duration Total Return Fund	4.71%	4.57%	3.75%	3.19%	3.32%	6.55%	13.35%	11.38%	5.19%	6.51%	9.97%	8.51%
SBIFX Sextant Bond Income Fund	2.94%	3.57%	3.19%	2.60%	2.14%	2.33%	2.39%	2.86%	3.22%	3.04%	2.92%	3.30%

Frequently Asked Questions

Can I hold both PLRIX and SBIFX in my portfolio?

PLRIX and SBIFX have a correlation of 0.75, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.