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PSLDX vs. PQTIX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

PSLDX vs. PQTIX

Last updated Apr 1, 2026

Compare and contrast key facts about PIMCO StocksPLUS Long Duration Fund Class I (PSLDX) and PIMCO TRENDS Managed Futures Strategy Fund Institutional Class (PQTIX).

PSLDX is managed by PIMCO. It was launched on Aug 31, 2007. PQTIX is an actively managed fund by PIMCO. It was launched on Jan 2, 2014.

Performance

PSLDX vs. PQTIX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in PIMCO StocksPLUS Long Duration Fund Class I (PSLDX) and PIMCO TRENDS Managed Futures Strategy Fund Institutional Class (PQTIX). The values are adjusted to include any dividend payments, if applicable.

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PSLDX vs. PQTIX - Yearly Performance Comparison

2026 (YTD)202520242023202220212020201920182017
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%
PQTIX
PIMCO TRENDS Managed Futures Strategy Fund Institutional Class		4.68%2.39%-2.88%-4.19%11.62%14.87%9.96%2.90%2.37%2.37%

Returns By Period

In the year-to-date period, PSLDX achieves a -9.19% return, which is significantly lower than PQTIX's 4.68% return. Over the past 10 years, PSLDX has outperformed PQTIX with an annualized return of 12.36%, while PQTIX has yielded a comparatively lower 3.86% 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%

PQTIX

1D
0.18%
1M
-2.27%
YTD
4.68%
6M
10.36%
1Y
12.24%
3Y*
2.14%
5Y*
4.39%
10Y*
3.86%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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PIMCO StocksPLUS Long Duration Fund Class I

PIMCO TRENDS Managed Futures Strategy Fund Institutional Class

Often compared with PSLDX:
PSLDX vs. SPYPSLDX vs. PSTKXPSLDX vs. VOOPSLDX vs. PISIXPSLDX vs. REMIXPSLDX vs. VTSAXPSLDX vs. FSPGX
Often compared with PQTIX:
PQTIX vs. GFIRXPQTIX vs. RSBTPQTIX vs. DBMFPQTIX vs. QMHIXPQTIX vs. PISIXPQTIX vs. PQTPXPQTIX vs. QNZNX

PSLDX vs. PQTIX - Expense Ratio Comparison

PSLDX has a 0.61% expense ratio, which is lower than PQTIX's 1.54% expense ratio.

PQTIX
PIMCO TRENDS Managed Futures Strategy Fund Institutional Class
PSLDX
PIMCO StocksPLUS Long Duration Fund Class I

Return for Risk

PSLDX vs. PQTIX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
PSLDX
PSLDX Risk / Return Rank: 1010
Overall Rank
PSLDX Sharpe Ratio Rank: 1010
Sharpe Ratio Rank
PSLDX Sortino Ratio Rank: 1010
Sortino Ratio Rank
PSLDX Omega Ratio Rank: 1111
Omega Ratio Rank
PSLDX Calmar Ratio Rank: 99
Calmar Ratio Rank
PSLDX Martin Ratio Rank: 99
Martin Ratio Rank
PQTIX
PQTIX Risk / Return Rank: 6464
Overall Rank
PQTIX Sharpe Ratio Rank: 7676
Sharpe Ratio Rank
PQTIX Sortino Ratio Rank: 7575
Sortino Ratio Rank
PQTIX Omega Ratio Rank: 6565
Omega Ratio Rank
PQTIX Calmar Ratio Rank: 6767
Calmar Ratio Rank
PQTIX Martin Ratio Rank: 3535
Martin Ratio Rank
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.

PSLDX vs. PQTIX - 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 TRENDS Managed Futures Strategy Fund Institutional Class (PQTIX). 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.

PSLDXPQTIXDifference

Sharpe ratio

Return per unit of total volatility

0.20

1.39

-1.19

Sortino ratio

Return per unit of downside risk

0.43

1.89

-1.46

Omega ratio

Gain probability vs. loss probability

1.06

1.25

-0.19

Calmar ratio

Return relative to maximum drawdown

0.16

1.56

-1.40

Martin ratio

Return relative to average drawdown

0.49

3.82

-3.33

Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

PSLDX vs. PQTIX - Sharpe Ratio Comparison

The current PSLDX Sharpe Ratio is 0.20, which is lower than the PQTIX Sharpe Ratio of 1.39. The chart below compares the historical Sharpe Ratios of PSLDX and PQTIX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

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Sharpe Ratios by Period

PSLDXPQTIXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.20

1.39

-1.19

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.12

0.45

-0.33

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.58

0.41

+0.17

Sharpe Ratio (All Time)

Calculated using the full available price history

0.61

0.47

+0.13

Correlation

The correlation between PSLDX and PQTIX 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

PSLDX vs. PQTIX - Dividend Comparison

PSLDX's dividend yield for the trailing twelve months is around 3.40%, while PQTIX has not paid dividends to shareholders.

TTM20252024202320222021202020192018201720162015
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%
PQTIX
PIMCO TRENDS Managed Futures Strategy Fund Institutional Class		0.00%0.00%0.00%0.00%14.83%2.47%5.65%2.55%0.39%0.25%0.00%8.06%

Drawdowns

PSLDX vs. PQTIX - Drawdown Comparison

The maximum PSLDX drawdown since its inception was -55.25%, which is greater than PQTIX's maximum drawdown of -27.65%. Use the drawdown chart below to compare losses from any high point for PSLDX and PQTIX.

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Drawdown Indicators

PSLDXPQTIXDifference

Max Drawdown

Largest peak-to-trough decline

-55.25%

-27.65%

-27.60%

Max Drawdown (1Y)

Largest decline over 1 year

-19.25%

-7.97%

-11.28%

Max Drawdown (5Y)

Largest decline over 5 years

-49.32%

-27.65%

-21.67%

Max Drawdown (10Y)

Largest decline over 10 years

-49.32%

-27.65%

-21.67%

Current Drawdown

Current decline from peak

-18.47%

-12.38%

-6.09%

Average Drawdown

Average peak-to-trough decline

-10.70%

-9.23%

-1.47%

Ulcer Index

Depth and duration of drawdowns from previous peaks

6.30%

3.26%

+3.04%

Volatility

PSLDX vs. PQTIX - Volatility Comparison

PIMCO StocksPLUS Long Duration Fund Class I (PSLDX) has a higher volatility of 7.50% compared to PIMCO TRENDS Managed Futures Strategy Fund Institutional Class (PQTIX) at 3.59%. This indicates that PSLDX's price experiences larger fluctuations and is considered to be riskier than PQTIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

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Volatility by Period

PSLDXPQTIXDifference

Volatility (1M)

Calculated over the trailing 1-month period

7.50%

3.59%

+3.91%

Volatility (6M)

Calculated over the trailing 6-month period

14.03%

6.76%

+7.27%

Volatility (1Y)

Calculated over the trailing 1-year period

23.99%

8.79%

+15.20%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

22.86%

9.86%

+13.00%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

21.31%

9.38%

+11.93%