PTLDX vs. GSSRX
Compare and contrast key facts about PIMCO Low Duration Fund (PTLDX) and Goldman Sachs Short Duration Bond Fund (GSSRX).
PTLDX is managed by PIMCO. It was launched on May 11, 1987. GSSRX is managed by Goldman Sachs. It was launched on Feb 29, 2012.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: PTLDX or GSSRX.
Correlation
The correlation between PTLDX and GSSRX is 0.02, 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.
Performance
PTLDX vs. GSSRX - Performance Comparison
Key characteristics
PTLDX:
3.03
GSSRX:
2.87
PTLDX:
5.38
GSSRX:
5.02
PTLDX:
1.78
GSSRX:
1.71
PTLDX:
0.13
GSSRX:
5.58
PTLDX:
18.34
GSSRX:
15.69
PTLDX:
0.35%
GSSRX:
0.40%
PTLDX:
2.13%
GSSRX:
2.19%
PTLDX:
-90.06%
GSSRX:
-8.50%
PTLDX:
-47.62%
GSSRX:
-0.31%
Returns By Period
In the year-to-date period, PTLDX achieves a 1.68% return, which is significantly higher than GSSRX's 1.29% return. Over the past 10 years, PTLDX has underperformed GSSRX with an annualized return of 1.76%, while GSSRX has yielded a comparatively higher 2.19% annualized return.
PTLDX
1.68%
0.36%
2.65%
6.69%
1.63%
1.76%
GSSRX
1.29%
-0.10%
2.10%
6.39%
2.22%
2.19%
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PTLDX vs. GSSRX - Expense Ratio Comparison
PTLDX has a 0.46% expense ratio, which is lower than GSSRX's 0.48% expense ratio.
Risk-Adjusted Performance
PTLDX vs. GSSRX — Risk-Adjusted Performance Rank
PTLDX
GSSRX
PTLDX vs. GSSRX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for PIMCO Low Duration Fund (PTLDX) and Goldman Sachs Short Duration Bond Fund (GSSRX). 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.
Dividends
PTLDX vs. GSSRX - Dividend Comparison
PTLDX's dividend yield for the trailing twelve months is around 4.16%, more than GSSRX's 3.67% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PTLDX PIMCO Low Duration Fund | 4.16% | 4.15% | 4.03% | 2.12% | 0.83% | 1.83% | 3.36% | 2.14% | 1.72% | 1.99% | 2.51% | 3.69% |
GSSRX Goldman Sachs Short Duration Bond Fund | 3.67% | 3.92% | 3.14% | 2.18% | 1.40% | 2.19% | 2.85% | 2.55% | 2.21% | 2.08% | 2.43% | 1.55% |
Drawdowns
PTLDX vs. GSSRX - Drawdown Comparison
The maximum PTLDX drawdown since its inception was -90.06%, which is greater than GSSRX's maximum drawdown of -8.50%. Use the drawdown chart below to compare losses from any high point for PTLDX and GSSRX. For additional features, visit the drawdowns tool.
Volatility
PTLDX vs. GSSRX - Volatility Comparison
PIMCO Low Duration Fund (PTLDX) has a higher volatility of 0.85% compared to Goldman Sachs Short Duration Bond Fund (GSSRX) at 0.72%. This indicates that PTLDX's price experiences larger fluctuations and is considered to be riskier than GSSRX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.