PTCIX vs. LDRAX
Compare and contrast key facts about PIMCO Long-Term Credit Bond Fund (PTCIX) and SEI Institutional Investments Trust Long Duration Fund (LDRAX).
PTCIX is managed by PIMCO. It was launched on Mar 30, 2009. LDRAX is managed by SEI. It was launched on Apr 20, 2004.
Performance
PTCIX vs. LDRAX - Performance Comparison
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PTCIX vs. LDRAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PTCIX PIMCO Long-Term Credit Bond Fund | -1.67% | 8.56% | -0.06% | 9.20% | -27.04% | -1.00% | 13.28% | 24.99% | -5.92% | 13.56% |
LDRAX SEI Institutional Investments Trust Long Duration Fund | -1.41% | 6.81% | -3.28% | 7.16% | -27.73% | -2.19% | 18.23% | 21.19% | -5.16% | 11.74% |
Returns By Period
In the year-to-date period, PTCIX achieves a -1.67% return, which is significantly lower than LDRAX's -1.41% return. Over the past 10 years, PTCIX has outperformed LDRAX with an annualized return of 2.89%, while LDRAX has yielded a comparatively lower 1.60% annualized return.
PTCIX
- 1D
- 0.58%
- 1M
- -3.67%
- YTD
- -1.67%
- 6M
- -1.58%
- 1Y
- 2.79%
- 3Y*
- 3.26%
- 5Y*
- -1.93%
- 10Y*
- 2.89%
LDRAX
- 1D
- 1.05%
- 1M
- -4.00%
- YTD
- -1.41%
- 6M
- -1.82%
- 1Y
- 1.90%
- 3Y*
- 0.88%
- 5Y*
- -3.04%
- 10Y*
- 1.60%
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PTCIX vs. LDRAX - Expense Ratio Comparison
PTCIX has a 0.55% expense ratio, which is higher than LDRAX's 0.14% expense ratio.
Return for Risk
PTCIX vs. LDRAX — Risk / Return Rank
PTCIX
LDRAX
PTCIX vs. LDRAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for PIMCO Long-Term Credit Bond Fund (PTCIX) and SEI Institutional Investments Trust Long Duration Fund (LDRAX). 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.
| PTCIX | LDRAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.37 | 0.31 | +0.05 |
Sortino ratioReturn per unit of downside risk | 0.55 | 0.48 | +0.06 |
Omega ratioGain probability vs. loss probability | 1.07 | 1.06 | +0.01 |
Calmar ratioReturn relative to maximum drawdown | 0.89 | 0.64 | +0.25 |
Martin ratioReturn relative to average drawdown | 2.27 | 1.59 | +0.68 |
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
| PTCIX | LDRAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.37 | 0.31 | +0.05 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.17 | -0.24 | +0.08 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.28 | 0.14 | +0.14 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.56 | 0.13 | +0.43 |
Correlation
The correlation between PTCIX and LDRAX is 0.93, 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
PTCIX vs. LDRAX - Dividend Comparison
PTCIX's dividend yield for the trailing twelve months is around 5.38%, more than LDRAX's 4.73% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PTCIX PIMCO Long-Term Credit Bond Fund | 5.38% | 5.67% | 5.23% | 3.83% | 4.86% | 7.39% | 7.72% | 5.14% | 6.51% | 4.81% | 5.75% | 14.97% |
LDRAX SEI Institutional Investments Trust Long Duration Fund | 4.73% | 5.04% | 4.62% | 3.42% | 3.23% | 4.30% | 12.32% | 8.60% | 4.80% | 4.46% | 6.21% | 9.23% |
Drawdowns
PTCIX vs. LDRAX - Drawdown Comparison
The maximum PTCIX drawdown since its inception was -35.64%, roughly equal to the maximum LDRAX drawdown of -37.23%. Use the drawdown chart below to compare losses from any high point for PTCIX and LDRAX.
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Drawdown Indicators
| PTCIX | LDRAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -35.64% | -37.23% | +1.59% |
Max Drawdown (1Y)Largest decline over 1 year | -5.95% | -6.13% | +0.18% |
Max Drawdown (5Y)Largest decline over 5 years | -35.64% | -36.35% | +0.71% |
Max Drawdown (10Y)Largest decline over 10 years | -35.64% | -37.23% | +1.59% |
Current DrawdownCurrent decline from peak | -16.84% | -23.91% | +7.07% |
Average DrawdownAverage peak-to-trough decline | -8.15% | -12.31% | +4.16% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.33% | 2.47% | -0.14% |
Volatility
PTCIX vs. LDRAX - Volatility Comparison
PIMCO Long-Term Credit Bond Fund (PTCIX) has a higher volatility of 3.75% compared to SEI Institutional Investments Trust Long Duration Fund (LDRAX) at 3.49%. This indicates that PTCIX's price experiences larger fluctuations and is considered to be riskier than LDRAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PTCIX | LDRAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.75% | 3.49% | +0.26% |
Volatility (6M)Calculated over the trailing 6-month period | 5.44% | 5.40% | +0.04% |
Volatility (1Y)Calculated over the trailing 1-year period | 9.29% | 9.18% | +0.11% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 11.51% | 12.56% | -1.05% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 10.44% | 11.40% | -0.96% |