Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PSLDX (PIMCO STOCKSPLUS LONG DURATION FUND INSTITUTIONAL) | 9.13% | 32.20% | 19.27% | 5.94% | 13.77% | 15.75% | NA | … | … |
Data as of 06/03/2026, Common starting date is 09/05/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PSLDX (PIMCO STOCKSPLUS LONG DURATION FUND INSTITUTIONAL) | 09/05/2007 | 06/03/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.80 | 32.20 | 19.27 | 5.94 | 13.77 | 15.75 | NA | … | … | 9.13 | 20.34 | 15.41 | 27.93 | -43.18 | 25.85 | 35.36 | 52.73 | -9.31 | 33.09 | 20.32 | -3.09 | 34.02 | 18.14 | 27.23 | 21.14 | 27.60 | 27.10 | -33.13 | 3.37 |
| Sharpe Ratio | NA | 1.89 | 0.84 | 0.05 | 0.23 | NA | NA | … | … | 1.17 | 0.77 | 0.65 | 0.16 | -1.41 | 1.61 | 1.02 | 4.26 | -0.63 | 4.07 | 1.45 | -0.19 | 3.26 | 1.31 | 2.59 | 1.15 | 1.74 | 1.02 | -0.86 | 0.51 |
| Standard Deviation(%) | NA | 16.38 | 20.77 | 72.70 | 53.22 | NA | NA | … | … | 19.79 | 22.85 | 18.23 | 156.41 | 31.67 | 16.05 | 34.31 | 12.02 | 17.01 | 8.00 | 13.81 | 16.03 | 10.42 | 13.80 | 10.59 | 18.34 | 15.78 | 26.37 | 39.64 | 16.32 |
| Draw Down(%) | NA | 13.70 | 24.02 | 80.50 | 80.50 | NA | NA | … | … | 13.70 | 21.36 | 10.32 | 68.84 | 48.99 | 9.06 | 37.64 | 3.96 | 20.19 | 3.50 | 9.56 | 15.83 | 6.25 | 14.09 | 4.94 | 12.63 | 10.95 | 32.04 | 50.96 | 7.56 |
| Yield(%) | 0.00 | 11.40 | 11.69 | 18.14 | 19.52 | 19.49 | 12.64 | … | … | 0.00 | 13.69 | 15.39 | 13.39 | 1.50 | 34.75 | 13.22 | 18.62 | 12.17 | 26.12 | 12.57 | 10.40 | 25.05 | 34.81 | 18.39 | 7.60 | 39.08 | 10.95 | 0.76 | 3.94 |
Data as of 06/03/2026, Common starting date is 09/05/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PSLDX (PIMCO STOCKSPLUS LONG DURATION FUND INSTITUTIONAL) |
-30.43%
Feb 2020 – Feb 2023 |
-13.51%
Feb 2018 – Feb 2023 |
0.92%
Feb 2013 – Feb 2023 |
5.04%
Feb 2008 – Feb 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PSLDX (PIMCO STOCKSPLUS LONG DURATION FUND INSTITUTIONAL) |
73.95%
Feb 2023 – Feb 2026 |
33.28%
Feb 2009 – Feb 2014 |
23.65%
Feb 2009 – Feb 2019 |
19.44%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart