PSLDX vs. PFORX
Compare and contrast key facts about PIMCO StocksPLUS Long Duration Fund Class I (PSLDX) and PIMCO International Bond Fund (U.S. Dollar-Hedged) (PFORX).
PSLDX is managed by PIMCO. It was launched on Aug 31, 2007. PFORX is managed by PIMCO. It was launched on Dec 1, 1992.
Performance
PSLDX vs. PFORX - Performance Comparison
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PSLDX vs. PFORX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
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% |
PFORX PIMCO International Bond Fund (U.S. Dollar-Hedged) | -2.23% | 4.33% | 5.70% | 9.52% | -10.33% | -1.67% | 6.17% | 7.64% | 2.64% | 3.52% |
Returns By Period
In the year-to-date period, PSLDX achieves a -9.19% return, which is significantly lower than PFORX's -2.23% return. Over the past 10 years, PSLDX has outperformed PFORX with an annualized return of 12.36%, while PFORX has yielded a comparatively lower 2.77% annualized return.
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%
PFORX
- 1D
- 0.31%
- 1M
- -3.69%
- YTD
- -2.23%
- 6M
- -1.20%
- 1Y
- 1.73%
- 3Y*
- 4.71%
- 5Y*
- 1.08%
- 10Y*
- 2.77%
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PSLDX vs. PFORX - Expense Ratio Comparison
PSLDX has a 0.61% expense ratio, which is higher than PFORX's 0.50% expense ratio.
Return for Risk
PSLDX vs. PFORX — Risk / Return Rank
PSLDX
PFORX
PSLDX vs. PFORX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for PIMCO StocksPLUS Long Duration Fund Class I (PSLDX) and PIMCO International Bond Fund (U.S. Dollar-Hedged) (PFORX). 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.
| PSLDX | PFORX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.20 | 0.64 | -0.44 |
Sortino ratioReturn per unit of downside risk | 0.43 | 0.89 | -0.45 |
Omega ratioGain probability vs. loss probability | 1.06 | 1.12 | -0.06 |
Calmar ratioReturn relative to maximum drawdown | 0.16 | 0.61 | -0.45 |
Martin ratioReturn relative to average drawdown | 0.49 | 2.82 | -2.33 |
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
| PSLDX | PFORX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.20 | 0.64 | -0.44 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.12 | 0.31 | -0.20 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.58 | 0.90 | -0.32 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.61 | 1.25 | -0.64 |
Correlation
The correlation between PSLDX and PFORX is 0.21, 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
PSLDX vs. PFORX - Dividend Comparison
PSLDX's dividend yield for the trailing twelve months is around 3.40%, less than PFORX's 3.88% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
PFORX PIMCO International Bond Fund (U.S. Dollar-Hedged) | 3.88% | 4.23% | 4.91% | 3.02% | 3.65% | 1.55% | 2.46% | 6.86% | 2.90% | 1.46% | 1.38% | 9.12% |
Drawdowns
PSLDX vs. PFORX - Drawdown Comparison
The maximum PSLDX drawdown since its inception was -55.25%, which is greater than PFORX's maximum drawdown of -13.87%. Use the drawdown chart below to compare losses from any high point for PSLDX and PFORX.
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Drawdown Indicators
| PSLDX | PFORX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -55.25% | -13.87% | -41.38% |
Max Drawdown (1Y)Largest decline over 1 year | -19.25% | -3.99% | -15.26% |
Max Drawdown (5Y)Largest decline over 5 years | -49.32% | -13.71% | -35.61% |
Max Drawdown (10Y)Largest decline over 10 years | -49.32% | -13.87% | -35.45% |
Current DrawdownCurrent decline from peak | -18.47% | -3.69% | -14.78% |
Average DrawdownAverage peak-to-trough decline | -10.70% | -1.95% | -8.75% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.30% | 0.87% | +5.43% |
Volatility
PSLDX vs. PFORX - Volatility Comparison
PIMCO StocksPLUS Long Duration Fund Class I (PSLDX) has a higher volatility of 7.50% compared to PIMCO International Bond Fund (U.S. Dollar-Hedged) (PFORX) at 1.93%. This indicates that PSLDX's price experiences larger fluctuations and is considered to be riskier than PFORX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PSLDX | PFORX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.50% | 1.93% | +5.57% |
Volatility (6M)Calculated over the trailing 6-month period | 14.03% | 2.53% | +11.50% |
Volatility (1Y)Calculated over the trailing 1-year period | 23.99% | 3.38% | +20.61% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.86% | 3.46% | +19.40% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.31% | 3.08% | +18.23% |