SLDAX vs. PLRIX
Compare and contrast key facts about SEI Institutional Investments Trust Long Duration Credit Fund (SLDAX) and PIMCO Long Duration Total Return Fund (PLRIX).
SLDAX is managed by SEI. It was launched on Jun 28, 2012. PLRIX is managed by PIMCO. It was launched on Aug 30, 2006.
Performance
SLDAX vs. PLRIX - Performance Comparison
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SLDAX vs. PLRIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SLDAX SEI Institutional Investments Trust Long Duration Credit Fund | -1.77% | 7.37% | -2.78% | 8.14% | -26.58% | -2.80% | 16.56% | 21.45% | -6.23% | 11.67% |
PLRIX PIMCO Long Duration Total Return Fund | -1.66% | 8.78% | -2.18% | 7.24% | -28.32% | -1.53% | 17.77% | 18.62% | -3.83% | 12.79% |
Returns By Period
In the year-to-date period, SLDAX achieves a -1.77% return, which is significantly lower than PLRIX's -1.66% return. Over the past 10 years, SLDAX has underperformed PLRIX with an annualized return of 1.78%, while PLRIX has yielded a comparatively higher 1.87% annualized return.
SLDAX
- 1D
- 1.06%
- 1M
- -4.03%
- YTD
- -1.77%
- 6M
- -2.02%
- 1Y
- 2.57%
- 3Y*
- 1.52%
- 5Y*
- -2.58%
- 10Y*
- 1.78%
PLRIX
- 1D
- 1.14%
- 1M
- -5.22%
- YTD
- -1.66%
- 6M
- -1.21%
- 1Y
- 1.96%
- 3Y*
- 1.84%
- 5Y*
- -2.56%
- 10Y*
- 1.87%
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SLDAX vs. PLRIX - Expense Ratio Comparison
SLDAX has a 0.14% expense ratio, which is lower than PLRIX's 0.50% expense ratio.
Return for Risk
SLDAX vs. PLRIX — Risk / Return Rank
SLDAX
PLRIX
SLDAX vs. PLRIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for SEI Institutional Investments Trust Long Duration Credit Fund (SLDAX) and PIMCO Long Duration Total Return Fund (PLRIX). 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.
| SLDAX | PLRIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.40 | 0.32 | +0.08 |
Sortino ratioReturn per unit of downside risk | 0.59 | 0.49 | +0.10 |
Omega ratioGain probability vs. loss probability | 1.07 | 1.06 | +0.01 |
Calmar ratioReturn relative to maximum drawdown | 0.83 | 0.55 | +0.28 |
Martin ratioReturn relative to average drawdown | 1.98 | 1.35 | +0.62 |
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
| SLDAX | PLRIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.40 | 0.32 | +0.08 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.21 | -0.21 | -0.01 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.16 | 0.16 | -0.01 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.21 | 0.44 | -0.22 |
Correlation
The correlation between SLDAX and PLRIX is 0.95, 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
SLDAX vs. PLRIX - Dividend Comparison
SLDAX's dividend yield for the trailing twelve months is around 4.72%, more than PLRIX's 4.24% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SLDAX SEI Institutional Investments Trust Long Duration Credit Fund | 4.72% | 5.03% | 4.63% | 3.38% | 3.27% | 5.81% | 7.64% | 3.79% | 4.26% | 4.41% | 4.22% | 6.63% |
PLRIX PIMCO Long Duration Total Return Fund | 4.24% | 4.57% | 3.75% | 3.19% | 3.32% | 6.55% | 13.35% | 11.38% | 5.19% | 6.51% | 9.97% | 8.51% |
Drawdowns
SLDAX vs. PLRIX - Drawdown Comparison
The maximum SLDAX drawdown since its inception was -36.12%, roughly equal to the maximum PLRIX drawdown of -37.41%. Use the drawdown chart below to compare losses from any high point for SLDAX and PLRIX.
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Drawdown Indicators
| SLDAX | PLRIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -36.12% | -37.41% | +1.29% |
Max Drawdown (1Y)Largest decline over 1 year | -5.22% | -7.14% | +1.92% |
Max Drawdown (5Y)Largest decline over 5 years | -35.17% | -36.81% | +1.64% |
Max Drawdown (10Y)Largest decline over 10 years | -36.12% | -37.41% | +1.29% |
Current DrawdownCurrent decline from peak | -21.69% | -22.03% | +0.34% |
Average DrawdownAverage peak-to-trough decline | -10.49% | -8.31% | -2.18% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.20% | 2.91% | -0.71% |
Volatility
SLDAX vs. PLRIX - Volatility Comparison
The current volatility for SEI Institutional Investments Trust Long Duration Credit Fund (SLDAX) is 3.30%, while PIMCO Long Duration Total Return Fund (PLRIX) has a volatility of 3.74%. This indicates that SLDAX experiences smaller price fluctuations and is considered to be less risky than PLRIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SLDAX | PLRIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.30% | 3.74% | -0.44% |
Volatility (6M)Calculated over the trailing 6-month period | 5.15% | 5.77% | -0.62% |
Volatility (1Y)Calculated over the trailing 1-year period | 8.68% | 9.85% | -1.17% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 12.17% | 12.45% | -0.28% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 11.27% | 11.45% | -0.18% |