Correlation
The correlation between PSPTX and PSLDX 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.
PSPTX vs. PSLDX
Compare and contrast key facts about PIMCO StocksPLUS Absolute Return Fund (PSPTX) and PIMCO StocksPLUS Long Duration Fund Class I (PSLDX).
PSPTX is managed by PIMCO. It was launched on Jun 28, 2002. PSLDX is managed by PIMCO. It was launched on Aug 31, 2007.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: PSPTX or PSLDX.
Performance
PSPTX vs. PSLDX - Performance Comparison
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Key characteristics
PSPTX:
0.71
PSLDX:
0.44
PSPTX:
1.01
PSLDX:
0.69
PSPTX:
1.15
PSLDX:
1.09
PSPTX:
0.65
PSLDX:
0.39
PSPTX:
2.48
PSLDX:
1.22
PSPTX:
5.20%
PSLDX:
7.60%
PSPTX:
20.65%
PSLDX:
24.75%
PSPTX:
-61.83%
PSLDX:
-52.71%
PSPTX:
-4.17%
PSLDX:
-10.07%
Returns By Period
In the year-to-date period, PSPTX achieves a 0.80% return, which is significantly higher than PSLDX's -1.16% return. Over the past 10 years, PSPTX has underperformed PSLDX with an annualized return of 12.36%, while PSLDX has yielded a comparatively higher 64.49% annualized return.
PSPTX
0.80%
5.75%
-1.82%
13.47%
13.86%
15.54%
12.36%
PSLDX
-1.16%
3.76%
-7.36%
10.93%
54.58%
64.59%
64.49%
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PSPTX vs. PSLDX - Expense Ratio Comparison
PSPTX has a 0.65% expense ratio, which is higher than PSLDX's 0.61% expense ratio.
Risk-Adjusted Performance
PSPTX vs. PSLDX — Risk-Adjusted Performance Rank
PSPTX
PSLDX
PSPTX vs. PSLDX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for PIMCO StocksPLUS Absolute Return Fund (PSPTX) and PIMCO StocksPLUS Long Duration Fund Class I (PSLDX). 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
PSPTX vs. PSLDX - Dividend Comparison
PSPTX's dividend yield for the trailing twelve months is around 10.56%, less than PSLDX's 15.58% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PSPTX PIMCO StocksPLUS Absolute Return Fund | 10.56% | 10.61% | 2.60% | 4.74% | 32.14% | 4.29% | 8.51% | 11.46% | 17.94% | 0.16% | 5.71% | 20.73% |
PSLDX PIMCO StocksPLUS Long Duration Fund Class I | 15.58% | 15.23% | 3.67% | 7.98% | 116.41% | 33.40% | 42.25% | 46.75% | 73.55% | 34.64% | 36.24% | 69.04% |
Drawdowns
PSPTX vs. PSLDX - Drawdown Comparison
The maximum PSPTX drawdown since its inception was -61.83%, which is greater than PSLDX's maximum drawdown of -52.71%. Use the drawdown chart below to compare losses from any high point for PSPTX and PSLDX.
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Volatility
PSPTX vs. PSLDX - Volatility Comparison
The current volatility for PIMCO StocksPLUS Absolute Return Fund (PSPTX) is 4.94%, while PIMCO StocksPLUS Long Duration Fund Class I (PSLDX) has a volatility of 6.26%. This indicates that PSPTX experiences smaller price fluctuations and is considered to be less risky than PSLDX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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