PSLDX vs. PSTKX

In the year-to-date period, PSLDX achieves a -0.97% return, which is significantly lower than PSTKX's 0.74% return. Over the past 10 years, PSLDX has outperformed PSTKX with an annualized return of 64.52%, while PSTKX has yielded a comparatively lower 12.28% annualized return.

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PSLDX has a 0.61% expense ratio, which is higher than PSTKX's 0.51% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for PIMCO StocksPLUS Long Duration Fund Class I (PSLDX) and PIMCO StocksPLUS Fund (PSTKX). 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.

The current PSLDX Sharpe Ratio is 0.45, which is lower than the PSTKX Sharpe Ratio of 0.69. The chart below compares the historical Sharpe Ratios of PSLDX and PSTKX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

PSLDX's dividend yield for the trailing twelve months is around 15.56%, more than PSTKX's 11.60% yield.

The maximum PSLDX drawdown since its inception was -52.71%, smaller than the maximum PSTKX drawdown of -62.60%. Use the drawdown chart below to compare losses from any high point for PSLDX and PSTKX.

PIMCO StocksPLUS Long Duration Fund Class I (PSLDX) has a higher volatility of 6.26% compared to PIMCO StocksPLUS Fund (PSTKX) at 4.83%. This indicates that PSLDX's price experiences larger fluctuations and is considered to be riskier than PSTKX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.