Correlation
The correlation between PSLDX and SPY is 0.74, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
PSLDX vs. SPY
Compare and contrast key facts about PIMCO StocksPLUS Long Duration Fund Class I (PSLDX) and SPDR S&P 500 ETF (SPY).
PSLDX is managed by PIMCO. It was launched on Aug 31, 2007. SPY is a passively managed fund by State Street that tracks the performance of the S&P 500 Index. It was launched on Jan 22, 1993.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: PSLDX or SPY.
Performance
PSLDX vs. SPY - Performance Comparison
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Key characteristics
PSLDX:
0.45
SPY:
0.70
PSLDX:
0.71
SPY:
1.02
PSLDX:
1.09
SPY:
1.15
PSLDX:
0.39
SPY:
0.68
PSLDX:
1.25
SPY:
2.57
PSLDX:
7.60%
SPY:
4.93%
PSLDX:
24.75%
SPY:
20.42%
PSLDX:
-52.71%
SPY:
-55.19%
PSLDX:
-9.90%
SPY:
-3.55%
Returns By Period
In the year-to-date period, PSLDX achieves a -0.97% return, which is significantly lower than SPY's 0.87% return. Over the past 10 years, PSLDX has outperformed SPY with an annualized return of 64.52%, while SPY has yielded a comparatively lower 12.73% annualized return.
PSLDX
-0.97%
4.17%
-7.19%
11.15%
54.68%
64.65%
64.52%
SPY
0.87%
6.28%
-1.56%
14.21%
14.25%
15.81%
12.73%
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PSLDX vs. SPY - Expense Ratio Comparison
PSLDX has a 0.61% expense ratio, which is higher than SPY's 0.09% expense ratio.
Risk-Adjusted Performance
PSLDX vs. SPY — Risk-Adjusted Performance Rank
PSLDX
SPY
PSLDX vs. SPY - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for PIMCO StocksPLUS Long Duration Fund Class I (PSLDX) and SPDR S&P 500 ETF (SPY). 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.
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Dividends
PSLDX vs. SPY - Dividend Comparison
PSLDX's dividend yield for the trailing twelve months is around 15.56%, more than SPY's 1.22% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PSLDX PIMCO StocksPLUS Long Duration Fund Class I | 15.56% | 15.23% | 3.67% | 7.98% | 116.41% | 33.40% | 42.25% | 46.75% | 73.55% | 34.64% | 36.24% | 69.04% |
SPY SPDR S&P 500 ETF | 1.22% | 1.21% | 1.40% | 1.65% | 1.20% | 1.52% | 1.75% | 2.04% | 1.80% | 2.03% | 2.06% | 1.87% |
Drawdowns
PSLDX vs. SPY - Drawdown Comparison
The maximum PSLDX drawdown since its inception was -52.71%, roughly equal to the maximum SPY drawdown of -55.19%. Use the drawdown chart below to compare losses from any high point for PSLDX and SPY.
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Volatility
PSLDX vs. SPY - Volatility Comparison
PIMCO StocksPLUS Long Duration Fund Class I (PSLDX) has a higher volatility of 6.26% compared to SPDR S&P 500 ETF (SPY) at 4.86%. This indicates that PSLDX's price experiences larger fluctuations and is considered to be riskier than SPY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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