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PSLDX: PIMCO STOCKSPLUS LONG DURATION FUND INSTITUTIONAL (MUTUAL FUND)
Basic Info
| Asset Class: | LARGE BLEND |
| MyPlanIQ Rating: | (60%) |
| Start Date: | 09/05/2007 |
| Last Dividend Date: | 03/13/2025 |
| 12-Mo. Yield | 10.42% |
| Expenses | 0.61% |
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Performance Analytics (As of 06/20/2025)
Not up-to-date? Try| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Inception** | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.1 | -0.9 | 3.0 | 12.9 | 6.1 | 12.0 | 15.7 | 12.8 | 17.1 | 27.9 | -43.2 | 25.8 | 35.4 | 52.7 | -9.3 | 33.1 | 20.3 | -3.1 | 34.0 | 18.1 | 27.2 | 21.1 | 27.6 | 27.1 | -33.1 | 3.4 |
| Sharpe Ratio | NA | -0.17 | -0.01 | 0.1 | 0.06 | 0.2 | NA | 0.28 | 0.59 | 0.15 | -1.41 | 1.61 | 1.02 | 4.27 | -0.63 | 4.07 | 1.46 | -0.19 | 3.26 | 1.31 | 2.59 | 1.15 | 1.74 | 1.02 | -0.86 | 0.52 |
| Draw Down(%) | NA | 21.4 | 24.0 | 71.4 | 79.6 | 79.6 | NA | 79.6 | 10.3 | 69.3 | 49.0 | 9.1 | 37.6 | 4.0 | 20.2 | 3.5 | 9.6 | 15.8 | 6.2 | 14.1 | 4.9 | 12.6 | 10.9 | 32.0 | 51.0 | 7.6 |
| Standard Deviation(%) | NA | 30.1 | 24.3 | 92.4 | 72.7 | 53.2 | NA | 42.2 | 18.0 | 156.4 | 31.7 | 16.0 | 34.3 | 12.0 | 17.0 | 8.0 | 13.8 | 16.0 | 10.4 | 13.8 | 10.6 | 18.3 | 15.8 | 26.4 | 39.6 | 16.3 |
| Treynor Ratio | NA | -0.05 | 0.0 | 0.09 | 0.04 | 0.12 | NA | 0.14 | 0.1 | 0.23 | -0.4 | 0.27 | 0.44 | 0.71 | -0.12 | 0.54 | 0.24 | -0.04 | 0.49 | 0.21 | 0.47 | 0.33 | 0.4 | 0.33 | -0.38 | 0.12 |
| Alpha | NA | -0.02 | -0.03 | 0.15 | 0.07 | 0.06 | NA | 0.05 | -0.03 | 0.53 | -0.12 | 0.0 | 0.06 | 0.09 | -0.02 | 0.07 | 0.04 | -0.01 | 0.08 | -0.03 | 0.06 | 0.07 | 0.06 | 0.02 | 0.01 | 0.03 |
| Beta | NA | 1.08 | 1.06 | 1.11 | 1.06 | 0.92 | NA | 0.85 | 1.09 | 1.05 | 1.11 | 0.94 | 0.79 | 0.72 | 0.91 | 0.61 | 0.82 | 0.8 | 0.69 | 0.88 | 0.58 | 0.63 | 0.68 | 0.82 | 0.89 | 0.72 |
| RSquared | NA | 0.82 | 0.76 | 0.03 | 0.04 | 0.06 | NA | 0.11 | 0.6 | 0.0 | 0.76 | 0.62 | 0.64 | 0.57 | 0.84 | 0.26 | 0.62 | 0.59 | 0.58 | 0.5 | 0.51 | 0.66 | 0.62 | 0.72 | 0.83 | 0.68 |
| Yield(%) | N/A | 2.7 | N/A | N/A | N/A | N/A | N/A | N/A | 16.9 | 13.4 | 1.5 | 34.8 | 13.2 | 18.6 | 12.2 | 26.1 | 12.6 | 10.4 | 25.1 | 34.8 | 18.4 | 7.6 | 39.1 | 11.0 | 0.8 | 3.9 |
| Dividend Growth(%) | N/A | -84.1 | N/A | N/A | N/A | N/A | N/A | N/A | 355.6 | 409.9 | -96.2 | 207.0 | -4.6 | 20.2 | -50.3 | 126.1 | 3.0 | -54.6 | -41.9 | 106.8 | 174.7 | -83.4 | 315.2 | 867.1 | -80.9 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 08/31/2007
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See LARGE BLEND Asset Class Trend Rankings |
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