PTSHX vs. PSLDX
Compare and contrast key facts about PIMCO Short Term Fund (PTSHX) and PIMCO StocksPLUS Long Duration Fund Class I (PSLDX).
PTSHX is managed by PIMCO. It was launched on Oct 7, 1987. PSLDX is managed by PIMCO. It was launched on Aug 31, 2007.
Performance
PTSHX vs. PSLDX - Performance Comparison
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PTSHX vs. PSLDX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PTSHX PIMCO Short Term Fund | 0.55% | 4.88% | 6.43% | 6.09% | -0.55% | 0.02% | 2.75% | 2.74% | 1.51% | 2.43% |
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, PTSHX achieves a 0.55% return, which is significantly higher than PSLDX's -9.19% return. Over the past 10 years, PTSHX has underperformed PSLDX with an annualized return of 2.94%, while PSLDX has yielded a comparatively higher 12.36% annualized return.
PTSHX
- 1D
- 0.00%
- 1M
- -0.21%
- YTD
- 0.55%
- 6M
- 1.81%
- 1Y
- 4.32%
- 3Y*
- 5.64%
- 5Y*
- 3.39%
- 10Y*
- 2.94%
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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PTSHX vs. PSLDX - Expense Ratio Comparison
PTSHX has a 0.45% expense ratio, which is lower than PSLDX's 0.61% expense ratio.
Return for Risk
PTSHX vs. PSLDX — Risk / Return Rank
PTSHX
PSLDX
PTSHX vs. PSLDX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for PIMCO Short Term Fund (PTSHX) 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.
| PTSHX | PSLDX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 3.23 | 0.20 | +3.03 |
Sortino ratioReturn per unit of downside risk | 10.36 | 0.43 | +9.93 |
Omega ratioGain probability vs. loss probability | 3.43 | 1.06 | +2.37 |
Calmar ratioReturn relative to maximum drawdown | 11.16 | 0.16 | +11.00 |
Martin ratioReturn relative to average drawdown | 43.24 | 0.49 | +42.75 |
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
| PTSHX | PSLDX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 3.23 | 0.20 | +3.03 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 2.48 | 0.12 | +2.36 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 2.20 | 0.58 | +1.62 |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.70 | 0.61 | +1.09 |
Correlation
The correlation between PTSHX and PSLDX is 0.01, 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
PTSHX vs. PSLDX - Dividend Comparison
PTSHX's dividend yield for the trailing twelve months is around 4.22%, more than PSLDX's 3.40% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PTSHX PIMCO Short Term Fund | 4.22% | 4.75% | 5.16% | 4.51% | 2.80% | 0.63% | 1.78% | 2.92% | 2.65% | 1.69% | 1.67% | 1.57% |
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
PTSHX vs. PSLDX - Drawdown Comparison
The maximum PTSHX drawdown since its inception was -5.12%, smaller than the maximum PSLDX drawdown of -55.25%. Use the drawdown chart below to compare losses from any high point for PTSHX and PSLDX.
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Drawdown Indicators
| PTSHX | PSLDX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -5.12% | -55.25% | +50.13% |
Max Drawdown (1Y)Largest decline over 1 year | -0.41% | -19.25% | +18.84% |
Max Drawdown (5Y)Largest decline over 5 years | -2.33% | -49.32% | +46.99% |
Max Drawdown (10Y)Largest decline over 10 years | -4.79% | -49.32% | +44.53% |
Current DrawdownCurrent decline from peak | -0.21% | -18.47% | +18.26% |
Average DrawdownAverage peak-to-trough decline | -0.19% | -10.70% | +10.51% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.11% | 6.30% | -6.19% |
Volatility
PTSHX vs. PSLDX - Volatility Comparison
The current volatility for PIMCO Short Term Fund (PTSHX) is 0.21%, while PIMCO StocksPLUS Long Duration Fund Class I (PSLDX) has a volatility of 7.50%. This indicates that PTSHX 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
| PTSHX | PSLDX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.21% | 7.50% | -7.29% |
Volatility (6M)Calculated over the trailing 6-month period | 0.94% | 14.03% | -13.09% |
Volatility (1Y)Calculated over the trailing 1-year period | 1.44% | 23.99% | -22.55% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 1.37% | 22.86% | -21.49% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 1.34% | 21.31% | -19.97% |