PSLDX vs. PTTRX
Compare and contrast key facts about PIMCO StocksPLUS Long Duration Fund Class I (PSLDX) and PIMCO Total Return Fund Institutional Class (PTTRX).
PSLDX is managed by PIMCO. It was launched on Aug 31, 2007. PTTRX is managed by PIMCO.
Performance
PSLDX vs. PTTRX - Performance Comparison
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PSLDX vs. PTTRX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PSLDX PIMCO StocksPLUS Long Duration Fund Class I | -6.30% | 12.26% | 17.15% | 27.92% | -43.18% | 25.85% | 37.80% | 60.43% | -9.31% | 33.07% |
PTTRX PIMCO Total Return Fund Institutional Class | -0.68% | 9.35% | 2.62% | 6.33% | -14.72% | -0.59% | 8.88% | 8.36% | -0.24% | 5.13% |
Returns By Period
In the year-to-date period, PSLDX achieves a -6.30% return, which is significantly lower than PTTRX's -0.68% return. Over the past 10 years, PSLDX has outperformed PTTRX with an annualized return of 12.72%, while PTTRX has yielded a comparatively lower 2.27% annualized return.
PSLDX
- 1D
- 3.18%
- 1M
- -8.98%
- YTD
- -6.30%
- 6M
- -11.47%
- 1Y
- 5.69%
- 3Y*
- 11.86%
- 5Y*
- 2.79%
- 10Y*
- 12.72%
PTTRX
- 1D
- 0.34%
- 1M
- -2.24%
- YTD
- -0.68%
- 6M
- 0.80%
- 1Y
- 4.56%
- 3Y*
- 4.81%
- 5Y*
- 0.66%
- 10Y*
- 2.27%
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PSLDX vs. PTTRX - Expense Ratio Comparison
PSLDX has a 0.61% expense ratio, which is higher than PTTRX's 0.47% expense ratio.
Return for Risk
PSLDX vs. PTTRX — Risk / Return Rank
PSLDX
PTTRX
PSLDX vs. PTTRX - 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 Total Return Fund Institutional Class (PTTRX). 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 | PTTRX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.28 | 0.97 | -0.69 |
Sortino ratioReturn per unit of downside risk | 0.55 | 1.37 | -0.82 |
Omega ratioGain probability vs. loss probability | 1.08 | 1.18 | -0.09 |
Calmar ratioReturn relative to maximum drawdown | 0.37 | 1.69 | -1.32 |
Martin ratioReturn relative to average drawdown | 1.11 | 4.99 | -3.87 |
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 | PTTRX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.28 | 0.97 | -0.69 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.12 | 0.11 | +0.01 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.60 | 0.44 | +0.16 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.61 | 1.15 | -0.53 |
Correlation
The correlation between PSLDX and PTTRX is 0.38, 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. PTTRX - Dividend Comparison
PSLDX's dividend yield for the trailing twelve months is around 3.30%, less than PTTRX's 4.12% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PSLDX PIMCO StocksPLUS Long Duration Fund Class I | 3.30% | 5.60% | 16.73% | 3.67% | 2.66% | 38.80% | 12.89% | 18.91% | 15.58% | 24.52% | 11.55% | 12.08% |
PTTRX PIMCO Total Return Fund Institutional Class | 4.12% | 4.47% | 4.61% | 3.81% | 3.63% | 2.59% | 6.11% | 3.96% | 3.13% | 2.63% | 3.02% | 6.64% |
Drawdowns
PSLDX vs. PTTRX - Drawdown Comparison
The maximum PSLDX drawdown since its inception was -55.25%, which is greater than PTTRX's maximum drawdown of -19.28%. Use the drawdown chart below to compare losses from any high point for PSLDX and PTTRX.
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Drawdown Indicators
| PSLDX | PTTRX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -55.25% | -19.28% | -35.97% |
Max Drawdown (1Y)Largest decline over 1 year | -19.25% | -3.67% | -15.58% |
Max Drawdown (5Y)Largest decline over 5 years | -49.32% | -19.28% | -30.04% |
Max Drawdown (10Y)Largest decline over 10 years | -49.32% | -19.28% | -30.04% |
Current DrawdownCurrent decline from peak | -15.88% | -2.78% | -13.10% |
Average DrawdownAverage peak-to-trough decline | -10.70% | -2.19% | -8.51% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.38% | 1.24% | +5.14% |
Volatility
PSLDX vs. PTTRX - Volatility Comparison
PIMCO StocksPLUS Long Duration Fund Class I (PSLDX) has a higher volatility of 8.39% compared to PIMCO Total Return Fund Institutional Class (PTTRX) at 2.05%. This indicates that PSLDX's price experiences larger fluctuations and is considered to be riskier than PTTRX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PSLDX | PTTRX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.39% | 2.05% | +6.34% |
Volatility (6M)Calculated over the trailing 6-month period | 14.38% | 3.00% | +11.38% |
Volatility (1Y)Calculated over the trailing 1-year period | 24.15% | 5.15% | +19.00% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.90% | 6.20% | +16.70% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.33% | 5.19% | +16.14% |