Nasdaq - Delayed Quote • USD
PIMCO StocksPLUS Long Duration Instl (PSLDX)
At close: 8:01 PM EDT
Fund Summary
The fund seeks to exceed the total return of its benchmark indexes, the S&P 500 Index and a secondary blended index, by investing under normal circumstances in S&P 500 Index derivatives, backed by a diversified portfolio of long-term Fixed Income Instruments. "Fixed Income Instruments" include bonds, debt securities and other similar instruments issued by various U.S. and non-U.S. public- or private-sector entities.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 52.60% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 12 |
| Number of Years Down | 4 |
Performance & Risk
| YTD Return | 11.33% |
| 5y Average Return | 10.04% |
| Rank in Category (ytd) | 91 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 2.40 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| PSLDX | Category Average | PSLDX | Category Average | PSLDX | Category Average | |
| Alpha | 1.96 | -0.03 | 1.06 | -0.02 | 3.3 | -0.01 |
| BETA | 2.4 | 0.02 | 2.16 | 0.02 | 2.08 | 0.02 |
| Mean Annual Return | 0.14 | 0.01 | 1.15 | 0.01 | 1.17 | 0.01 |
| R-squared | 93.61 | 0.95 | 88.96 | 0.94 | 86.82 | 0.92 |
| Standard Deviation | 30.82 | 0.19 | 28.42 | 0.15 | 22.33 | 0.14 |
| Sharpe Ratio | -0.05 | 0.01 | 0.41 | 0.01 | 0.56 | 0.01 |
| Treynor Ratio | -2.58 | 0.08 | 3.71 | 0.08 | 5.12 | 0.06 |
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