PSLDX
PIMCO StocksPLUS Long Duration-Inst
$17.13
-0.04 (-0.23%)
Currency in USD / Last Updated: 7/9/2024
| Category | Aggressive |
|---|---|
| Market Cap | 738.817M |
| 52 Week High | 17.17 |
| 52 Week Low | 11.357 |
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Key Data
| Symbol | PSLDX |
|---|---|
| Type | Mutual Fund |
| Category | Aggressive |
| Price | 17.13 |
| Price Yesterday | 17.17 |
| Market Cap | 738.82 |
| YTD Return | 12.05% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0 |
| Front Load | 0 |
| Initial Purchase Amount | 1000000 |
| Redeption Fee | 0 |
| Prospectus | 0.0171 |
Overview
| 52 Week High | 17.17 |
|---|---|
| 52 Week Low | 11.36 |
| Market Cap | 738.82M |
| Shares Outstanding | 43.13M |
| Income Dividend Yield | 9.77% |
| Long Term Dividend Yield | 0.00% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 9.77% |
Returns Annualized
| One Day | -44.48% |
|---|---|
| Five Days | 746.22% |
| One Months | 85.22% |
| Three Months | 32.78% |
| Six Months | 31.55% |
| Nine Months | 56.93% |
| One Year | 24.60% |
| Three Years | -3.49% |
| Five Years | 9.69% |
| Ten Years | 12.77% |
| YTD | 24.70% |
| Since Inception | 13.37% |
Returns Total
| One Day | -0.23% |
|---|---|
| Five Days | 4.32% |
| One Month | 5.01% |
| Three Months | 7.22% |
| Six Months | 14.43% |
| Nine Months | 39.67% |
| One Year | 24.57% |
| Three Years | -10.06% |
| Five Years | 58.63% |
| Ten Years | 231.46% |
| YTD | 12.05% |
| Since Inception | 724.35% |
Yearly Returns
| 2024 | 12.05% |
|---|---|
| 2023 | 27.91% |
| 2022 | -43.17% |
| 2021 | 25.73% |
| 2020 | 35.62% |
| 2019 | 52.60% |
| 2018 | -9.69% |
| 2017 | 32.87% |
| 2016 | 20.42% |
| 2015 | -3.20% |
Risk against SP-DA
| Alpha | -18.88% |
|---|---|
| Beta | 1.63 |
| Correlation | 88.53% |
| Downside Deviation | 6.74% |
| Coefficient of determination | 78.37% |
| Standard Deviation | 5.93% |
| Sharpe Ratio | -0.2 |
| Sortino | -0.61 |
| Treynor | 11.77 |
| Ulcer Index | 8.45 |
| Ulcer Performance Index | -0.49 |