PSTKX vs. PSLDX
Compare and contrast key facts about PIMCO StocksPLUS Fund (PSTKX) and PIMCO StocksPLUS Long Duration Fund Class I (PSLDX).
PSTKX is managed by PIMCO. It was launched on May 13, 1993. PSLDX is managed by PIMCO. It was launched on Aug 31, 2007.
Performance
PSTKX vs. PSLDX - Performance Comparison
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PSTKX vs. PSLDX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PSTKX PIMCO StocksPLUS Fund | -7.47% | 11.51% | 25.03% | 26.53% | -21.20% | 28.03% | 18.27% | 46.11% | -5.56% | 22.42% |
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% |
Returns By Period
In the year-to-date period, PSTKX achieves a -7.47% return, which is significantly higher than PSLDX's -9.19% return. Over the past 10 years, PSTKX has outperformed PSLDX with an annualized return of 13.82%, while PSLDX has yielded a comparatively lower 12.36% annualized return.
PSTKX
- 1D
- -0.34%
- 1M
- -8.05%
- YTD
- -7.47%
- 6M
- -10.26%
- 1Y
- 7.63%
- 3Y*
- 14.99%
- 5Y*
- 9.21%
- 10Y*
- 13.82%
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%
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PSTKX vs. PSLDX - Expense Ratio Comparison
PSTKX has a 0.51% expense ratio, which is lower than PSLDX's 0.61% expense ratio.
Return for Risk
PSTKX vs. PSLDX — Risk / Return Rank
PSTKX
PSLDX
PSTKX vs. PSLDX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for PIMCO StocksPLUS Fund (PSTKX) 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.
| PSTKX | PSLDX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.43 | 0.20 | +0.23 |
Sortino ratioReturn per unit of downside risk | 0.71 | 0.43 | +0.28 |
Omega ratioGain probability vs. loss probability | 1.11 | 1.06 | +0.05 |
Calmar ratioReturn relative to maximum drawdown | 0.42 | 0.16 | +0.26 |
Martin ratioReturn relative to average drawdown | 1.36 | 0.49 | +0.87 |
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
| PSTKX | PSLDX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.43 | 0.20 | +0.23 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.53 | 0.12 | +0.42 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.74 | 0.58 | +0.16 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.53 | 0.61 | -0.08 |
Correlation
The correlation between PSTKX and PSLDX is 0.78, 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.
Dividends
PSTKX vs. PSLDX - Dividend Comparison
PSTKX's dividend yield for the trailing twelve months is around 13.99%, more than PSLDX's 3.40% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PSTKX PIMCO StocksPLUS Fund | 13.99% | 12.67% | 12.28% | 2.89% | 9.61% | 14.34% | 3.96% | 23.49% | 20.86% | 1.32% | 1.03% | 10.86% |
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% |
Drawdowns
PSTKX vs. PSLDX - Drawdown Comparison
The maximum PSTKX drawdown since its inception was -62.59%, which is greater than PSLDX's maximum drawdown of -55.25%. Use the drawdown chart below to compare losses from any high point for PSTKX and PSLDX.
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Drawdown Indicators
| PSTKX | PSLDX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -62.59% | -55.25% | -7.34% |
Max Drawdown (1Y)Largest decline over 1 year | -13.72% | -19.25% | +5.53% |
Max Drawdown (5Y)Largest decline over 5 years | -27.37% | -49.32% | +21.95% |
Max Drawdown (10Y)Largest decline over 10 years | -36.45% | -49.32% | +12.87% |
Current DrawdownCurrent decline from peak | -13.72% | -18.47% | +4.75% |
Average DrawdownAverage peak-to-trough decline | -9.38% | -10.70% | +1.32% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.28% | 6.30% | -2.02% |
Volatility
PSTKX vs. PSLDX - Volatility Comparison
The current volatility for PIMCO StocksPLUS Fund (PSTKX) is 4.32%, while PIMCO StocksPLUS Long Duration Fund Class I (PSLDX) has a volatility of 7.50%. This indicates that PSTKX 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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Volatility by Period
| PSTKX | PSLDX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.32% | 7.50% | -3.18% |
Volatility (6M)Calculated over the trailing 6-month period | 11.13% | 14.03% | -2.90% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.52% | 23.99% | -4.47% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.35% | 22.86% | -5.51% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.66% | 21.31% | -2.65% |