PQTAX vs. PSLDX
Compare and contrast key facts about PIMCO TRENDS Managed Futures Strategy Fund Class A (PQTAX) and PIMCO StocksPLUS Long Duration Fund Class I (PSLDX).
PQTAX is managed by PIMCO. It was launched on Dec 31, 2013. PSLDX is managed by PIMCO. It was launched on Aug 31, 2007.
Performance
PQTAX vs. PSLDX - Performance Comparison
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PQTAX vs. PSLDX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PQTAX PIMCO TRENDS Managed Futures Strategy Fund Class A | 4.61% | 2.06% | -3.31% | -4.52% | 11.06% | 14.52% | 8.48% | 2.63% | 1.98% | 4.51% |
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, PQTAX achieves a 4.61% return, which is significantly higher than PSLDX's -9.19% return. Over the past 10 years, PQTAX has underperformed PSLDX with an annualized return of 3.64%, while PSLDX has yielded a comparatively higher 12.36% annualized return.
PQTAX
- 1D
- 0.28%
- 1M
- -2.24%
- YTD
- 4.61%
- 6M
- 10.21%
- 1Y
- 11.79%
- 3Y*
- 1.77%
- 5Y*
- 3.99%
- 10Y*
- 3.64%
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%
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PQTAX vs. PSLDX - Expense Ratio Comparison
PQTAX has a 1.81% expense ratio, which is higher than PSLDX's 0.61% expense ratio.
Return for Risk
PQTAX vs. PSLDX — Risk / Return Rank
PQTAX
PSLDX
PQTAX vs. PSLDX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for PIMCO TRENDS Managed Futures Strategy Fund Class A (PQTAX) 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.
| PQTAX | PSLDX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.35 | 0.20 | +1.16 |
Sortino ratioReturn per unit of downside risk | 1.85 | 0.43 | +1.42 |
Omega ratioGain probability vs. loss probability | 1.24 | 1.06 | +0.18 |
Calmar ratioReturn relative to maximum drawdown | 1.51 | 0.16 | +1.35 |
Martin ratioReturn relative to average drawdown | 3.62 | 0.49 | +3.14 |
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
| PQTAX | PSLDX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.35 | 0.20 | +1.16 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.41 | 0.12 | +0.29 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.39 | 0.58 | -0.19 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.45 | 0.61 | -0.16 |
Correlation
The correlation between PQTAX and PSLDX is 0.03, 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
PQTAX vs. PSLDX - Dividend Comparison
PQTAX has not paid dividends to shareholders, while PSLDX's dividend yield for the trailing twelve months is around 3.40%.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PQTAX PIMCO TRENDS Managed Futures Strategy Fund Class A | 0.00% | 0.00% | 0.00% | 0.00% | 14.61% | 2.22% | 4.46% | 2.29% | 0.10% | 2.54% | 0.00% | 7.65% |
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
PQTAX vs. PSLDX - Drawdown Comparison
The maximum PQTAX drawdown since its inception was -28.39%, smaller than the maximum PSLDX drawdown of -55.25%. Use the drawdown chart below to compare losses from any high point for PQTAX and PSLDX.
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Drawdown Indicators
| PQTAX | PSLDX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -28.39% | -55.25% | +26.86% |
Max Drawdown (1Y)Largest decline over 1 year | -8.04% | -19.25% | +11.21% |
Max Drawdown (5Y)Largest decline over 5 years | -28.39% | -49.32% | +20.93% |
Max Drawdown (10Y)Largest decline over 10 years | -28.39% | -49.32% | +20.93% |
Current DrawdownCurrent decline from peak | -13.57% | -18.47% | +4.90% |
Average DrawdownAverage peak-to-trough decline | -9.31% | -10.70% | +1.39% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.35% | 6.30% | -2.95% |
Volatility
PQTAX vs. PSLDX - Volatility Comparison
The current volatility for PIMCO TRENDS Managed Futures Strategy Fund Class A (PQTAX) is 3.55%, while PIMCO StocksPLUS Long Duration Fund Class I (PSLDX) has a volatility of 7.50%. This indicates that PQTAX 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.
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Volatility by Period
| PQTAX | PSLDX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.55% | 7.50% | -3.95% |
Volatility (6M)Calculated over the trailing 6-month period | 6.73% | 14.03% | -7.30% |
Volatility (1Y)Calculated over the trailing 1-year period | 8.80% | 23.99% | -15.19% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 9.90% | 22.86% | -12.96% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 9.42% | 21.31% | -11.89% |