PTLDX vs. PSLDX
Compare and contrast key facts about PIMCO Low Duration Fund (PTLDX) and PIMCO StocksPLUS Long Duration Fund Class I (PSLDX).
PTLDX is managed by PIMCO. It was launched on May 11, 1987. PSLDX is managed by PIMCO. It was launched on Aug 31, 2007.
Performance
PTLDX vs. PSLDX - Performance Comparison
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PTLDX vs. PSLDX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PTLDX PIMCO Low Duration Fund | -0.43% | 5.58% | 4.85% | 5.32% | -5.69% | -0.70% | 3.42% | 4.49% | 0.52% | 1.84% |
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, PTLDX achieves a -0.43% return, which is significantly higher than PSLDX's -9.19% return. Over the past 10 years, PTLDX has underperformed PSLDX with an annualized return of 2.01%, while PSLDX has yielded a comparatively higher 12.36% annualized return.
PTLDX
- 1D
- 0.22%
- 1M
- -1.17%
- YTD
- -0.43%
- 6M
- 0.76%
- 1Y
- 3.38%
- 3Y*
- 4.55%
- 5Y*
- 1.68%
- 10Y*
- 2.01%
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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PTLDX vs. PSLDX - Expense Ratio Comparison
PTLDX has a 0.46% expense ratio, which is lower than PSLDX's 0.61% expense ratio.
Return for Risk
PTLDX vs. PSLDX — Risk / Return Rank
PTLDX
PSLDX
PTLDX vs. PSLDX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for PIMCO Low Duration Fund (PTLDX) 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.
| PTLDX | PSLDX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.66 | 0.20 | +1.46 |
Sortino ratioReturn per unit of downside risk | 2.85 | 0.43 | +2.42 |
Omega ratioGain probability vs. loss probability | 1.39 | 1.06 | +0.33 |
Calmar ratioReturn relative to maximum drawdown | 2.48 | 0.16 | +2.32 |
Martin ratioReturn relative to average drawdown | 10.46 | 0.49 | +9.97 |
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
| PTLDX | PSLDX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.66 | 0.20 | +1.46 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.69 | 0.12 | +0.57 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.97 | 0.58 | +0.38 |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.45 | 0.61 | +0.84 |
Correlation
The correlation between PTLDX and PSLDX is 0.28, 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.
Dividends
PTLDX vs. PSLDX - Dividend Comparison
PTLDX's dividend yield for the trailing twelve months is around 3.89%, more than PSLDX's 3.40% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PTLDX PIMCO Low Duration Fund | 3.89% | 4.22% | 4.16% | 4.04% | 1.57% | 0.83% | 1.83% | 3.35% | 2.16% | 1.72% | 2.00% | 2.51% |
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
PTLDX vs. PSLDX - Drawdown Comparison
The maximum PTLDX drawdown since its inception was -8.21%, smaller than the maximum PSLDX drawdown of -55.25%. Use the drawdown chart below to compare losses from any high point for PTLDX and PSLDX.
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Drawdown Indicators
| PTLDX | PSLDX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -8.21% | -55.25% | +47.04% |
Max Drawdown (1Y)Largest decline over 1 year | -1.60% | -19.25% | +17.65% |
Max Drawdown (5Y)Largest decline over 5 years | -8.21% | -49.32% | +41.11% |
Max Drawdown (10Y)Largest decline over 10 years | -8.21% | -49.32% | +41.11% |
Current DrawdownCurrent decline from peak | -1.17% | -18.47% | +17.30% |
Average DrawdownAverage peak-to-trough decline | -0.76% | -10.70% | +9.94% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.38% | 6.30% | -5.92% |
Volatility
PTLDX vs. PSLDX - Volatility Comparison
The current volatility for PIMCO Low Duration Fund (PTLDX) is 0.82%, while PIMCO StocksPLUS Long Duration Fund Class I (PSLDX) has a volatility of 7.50%. This indicates that PTLDX 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
| PTLDX | PSLDX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.82% | 7.50% | -6.68% |
Volatility (6M)Calculated over the trailing 6-month period | 1.49% | 14.03% | -12.54% |
Volatility (1Y)Calculated over the trailing 1-year period | 2.29% | 23.99% | -21.70% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 2.45% | 22.86% | -20.41% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 2.08% | 21.31% | -19.23% |