Find A Portfolio/Ticker
Comparison Box
PSLDX: PIMCO StocksPLUS Long Duration Instl (MUTUAL FUND)
Basic Info 8.63 0.04(0.46%) September 16
| Asset Class: | LARGE BLEND |
| MyPlanIQ Rating: | (60%) |
| Start Date: | 09/05/2007 |
| Last Dividend Date: | 03/11/2021 |
| 12-Mo. Yield | 13.44% |
| Expenses | 0.59% |
| Sign up to get fund ranking change alerts | |
Performance Analytics (As of 09/15/2021)
Not up-to-date? Try| Last 1 Week* | YTD*(2021) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Inception** | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | -0.3 | 1.5 | 14.2 | 22.4 | 20.2 | 21.1 | 16.1 | 35.6 | 52.6 | -9.7 | 32.9 | 20.4 | -3.2 | 34.2 | 18.9 | 27.2 | 21.1 | 27.6 | 27.1 | -33.1 | 3.4 |
| SR | NA | 0.03 | 0.75 | 0.88 | 0.95 | 1.2 | 0.77 | 1.02 | 4.26 | -0.65 | 4.05 | 1.46 | -0.2 | 3.29 | 1.38 | 2.59 | 1.15 | 1.74 | 1.02 | -0.86 | 0.52 |
| DD(%) | NA | 10.9 | 10.9 | 37.6 | 37.6 | 37.6 | 55.3 | 37.6 | 4.0 | 20.2 | 3.5 | 9.6 | 15.8 | 6.3 | 14.1 | 4.9 | 12.6 | 10.9 | 32.0 | 51.0 | 7.6 |
| SD(%) | NA | 20.3 | 19.5 | 24.1 | 20.1 | 17.1 | 20.3 | 34.4 | 12.0 | 16.9 | 8.0 | 13.8 | 16.0 | 10.4 | 13.7 | 10.6 | 18.3 | 15.8 | 26.4 | 39.6 | 16.3 |
| TR | NA | 0.01 | 0.16 | 0.25 | 0.22 | 0.26 | 0.19 | 0.41 | 0.71 | -0.12 | 0.53 | 0.24 | -0.04 | 0.5 | 0.22 | 0.47 | 0.33 | 0.4 | 0.33 | -0.38 | 0.12 |
| Alpha(%) | NA | -0.08 | -0.05 | 0.02 | 0.02 | 0.03 | 0.03 | 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 | 0.86 | 0.91 | 0.85 | 0.85 | 0.8 | 0.81 | 0.86 | 0.72 | 0.91 | 0.61 | 0.82 | 0.8 | 0.69 | 0.87 | 0.58 | 0.63 | 0.68 | 0.82 | 0.89 | 0.72 |
| RS | NA | 0.3 | 0.44 | 0.69 | 0.67 | 0.64 | 0.7 | 0.77 | 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 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 09/05/2007
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
|
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See LARGE BLEND Asset Class Trend Rankings |
Top Rated Funds in LARGE BLEND
Best Mutual Funds
- LLPFX (Longleaf Partners) 0.04% (100%)
- LMVTX (Legg Mason Cap Mgmt Value C) 0.49% (100%)
- MPGFX (Mairs & Power Growth Inv) 0.21% (100%)
- YACKX (Yacktman Svc) 0.28% (99%)
- FMIHX (FMI Large Cap) 0.19% (99%)
- FDGFX (Fidelity Dividend Growth) 0.20% (99%)
- THPGX (Thompson LargeCap) 0.36% (99%)
- WVALX (Weitz Value) 0.10% (99%)
- OAKMX (Oakmark I) 0.17% (99%)
- SWANX (Schwab Core Equity Inv) 0.17% (99%)
Best ETFs
- SPY (SPDR S&P 500 ETF) 0.16% (100%)
- XLG (Guggenheim Russell Top 50 Mega Cap ETF) 0.15% (100%)
- IWB (iShares Russell 1000) 0.10% (97%)
- IYY (iShares Dow Jones US) 0.06% (97%)
- VTI (Vanguard Total Stock Market ETF) 0.09% (97%)
- RSP (Guggenheim S&P 500 Equal Weight ETF) 0.19% (96%)
- EXT (WisdomTree Total Earnings ETF) (94%)
- DSI (iShares MSCI KLD 400 Social) 0.10% (94%)
- EPS (WisdomTree Earnings 500 ETF) 0.17% (94%)
- FEX (First Trust Large Cap Core AlphaDEX ETF) 0.0% (93%)
Best Closed End Funds
- ADX (Adams Express) 0.0% (95%)
- CLM (Cornerstone Strategic Value) 0.15% (95%)
- CRF (Cornerstone Total Return Fund) 0.31% (95%)
- ETB (Eaton Vance Tax-Managed Buy-Write Income) 0.0% (95%)
- ETY (Eaton Vance Tax-Managed Divrs Equity Inc) 0.21% (95%)
- FFA (First Trust Enhanced Equity Income) 1.13% (95%)
- GAB (Gabelli Equity) 0.45% (95%)
- GGT (Gabelli Global Multimedia) 0.11% (95%)
- USA (Liberty All-Star Equity) 0.89% (94%)
- GRF (Eagle Capital Growth) 0.74% (94%)
Latest Articles Related to PSLDX
comments powered by Disqus
Register for FREE
No Credit Card Required
Or Start FREE 30-day trial now >>
Or Start FREE 30-day trial now >>
Community Comments