All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)

Total Real Returns

PSLDX: Total Real Return Chart (Dividends Reinvested, Inflation Adjusted)

PSLDX real return snapshot: after CPI-U inflation, PSLDX returned +17.44% over the past year and +4.63% YTD, with dividends reinvested. Since Aug. 31, 2007, PSLDX is up +3,765,477,508.66% in real purchasing-power return, or +152.46%/yr, and is currently āˆ’1.92% below its real total-return high on Jun. 2, 2026.

Data ending Thu Jul. 2, 2026

Fri 2007-08-31šŸ’¬ to Thu 2026-07-02 YTD
Return 		1 Year
Return
PSLDX × 		+4.63%
2026-07-02 		+17.44%
2026-07-02
Pimco Stocksplus Long Duration Fund Institutional Mutual Fund

Returns

Fri 2007-08-31šŸ’¬ to Thu 2026-07-02 Overall
Return 		Exponential
Trendline
PSLDX × 		+3,765,477,508.66%
+152.46%/yr 		+56.21%/yr
(R2=0.976)
Pimco Stocksplus Long Duration Fund Institutional Mutual Fund

Growth of $10,000

Fri 2007-08-31šŸ’¬ to Thu 2026-07-02 Start
Value 		End
Value
PSLDX × 		$10,000.00
2007-08-31 		$376,547,760,866.11
2026-07-02
Pimco Stocksplus Long Duration Fund Institutional Mutual Fund

Annual Returns

Year PSLDX
2026 (YTD) +4.63%
2025 +17.21%
2024 +12.18%
2023 +271.35%
2022 āˆ’44.25%
2021 +164.35%
2020 +69.73%
2019 +100.97%
2018 +24.44%
2017 +127.98%
2016 +49.49%
2015 +23.54%
2014 +125.33%
2013 +5.32%
2012 +78.76%
2011 +36.47%
2010 +24.58%
2009 +52.98%
2008 āˆ’31.92%
2007 +3,724,819.86%

Drawdowns

Fri 2007-08-31šŸ’¬ to Thu 2026-07-02 Current
Drawdown 		Worst
Drawdown
PSLDX × 		āˆ’1.92%
from 2026-06-02 peak 		āˆ’53.61%
2009-03-09
from 2007-12-31 peak
Pimco Stocksplus Long Duration Fund Institutional Mutual Fund

Rolling Returns

Period ending Thu 2026-07-02 1
Year 		2
Years 		3
Years 		5
Years 		10
Years
PSLDX × 		+17.44% +29.52%
+13.81%/yr 		+46.17%
+13.49%/yr 		+421.19%
+39.12%/yr 		+9,033.94%
+57.06%/yr
Pimco Stocksplus Long Duration Fund Institutional Mutual Fund