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ISIN
US72201F5733
Issuer
PIMCO
Inception Date
Nov 30, 2006
Min. Investment
$1,000,000
Distribution Policy
Distributing
Asset Class
Equity

Share Price Chart


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Performance

PSKIX Performance Chart

PIMCO StocksPLUS International Fund (Unhedged) (PSKIX) is up 7.5% since the beginning of the year. PSKIX is currently trading at $15 per share. Investors who bought $1,000 worth of PSKIX shares 5 years ago would now be looking at an investment worth $1,368.


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S&P 500 Index

Returns By Period

PIMCO StocksPLUS International Fund (Unhedged) (PSKIX) has returned 7.50% so far this year and 21.00% over the past 12 months. Over the last ten years, PSKIX has returned 8.71% per year, falling short of the S&P 500 Index benchmark, which averaged 13.75% annually.


PIMCO StocksPLUS International Fund (Unhedged)

1D
-0.95%
1M
2.04%
YTD
7.50%
6M
9.84%
1Y
21.00%
3Y*
15.32%
5Y*
6.47%
10Y*
8.71%

Benchmark (S&P 500 Index)

1D
0.13%
1M
5.25%
YTD
11.16%
6M
11.43%
1Y
28.20%
3Y*
21.12%
5Y*
12.66%
10Y*
13.75%
*Multi-year figures are annualized to reflect compound growth (CAGR)

PSKIX Monthly Returns History

Based on dividend-adjusted daily data since Dec 1, 2006, PSKIX's average daily return is +0.03%, while the average monthly return is +0.66%. At this rate, an investment would double in approximately 8.8 years.

Historically, 59% of months were positive and 41% were negative. The best month was May 2009 with a return of +17.9%, while the worst month was Oct 2008 at -21.4%. The longest winning streak lasted 14 consecutive months, and the longest losing streak was 6 months.

On a daily basis, PSKIX closed higher 50% of trading days. The best single day was Oct 13, 2008 with a return of +17.5%, while the worst single day was Mar 12, 2020 at -11.5%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20265.07%5.03%-11.64%7.59%3.46%-0.95%7.50%
20255.61%2.39%-2.25%3.71%4.43%2.86%-1.69%4.99%2.08%1.61%0.75%1.95%29.49%
20240.81%1.89%3.41%-2.86%4.11%-1.78%3.30%3.28%1.20%-6.06%0.09%-4.21%2.59%
20238.72%-2.03%1.38%2.92%-3.88%4.40%3.40%-3.83%-4.17%-4.55%9.75%5.90%17.88%
2022-5.21%-2.27%0.06%-6.84%0.62%-10.38%5.26%-5.00%-10.82%4.90%11.35%0.26%-18.66%
2021-0.76%1.83%2.10%3.23%3.84%-1.01%0.77%1.82%-3.12%1.75%-4.98%5.63%11.14%

Benchmark Metrics

PIMCO StocksPLUS International Fund (Unhedged) has an annualized alpha of -0.12%, beta of 0.79, and R2 of 0.53 versus S&P 500 Index. Calculated based on daily prices since December 04, 2006.

  • This fund participated in 112.25% of S&P 500 Index downside but only 100.22% of its upside - more exposed to losses than it benefited from rallies.

Alpha
-0.12%
Beta
0.79
0.53
Upside Capture
100.22%
Downside Capture
112.25%

Expense Ratio

PSKIX has an expense ratio of 0.65%, placing it in the medium range.


Return for Risk

Risk / Return Rank

PSKIX ranks 26 for risk / return — below 26% of mutual funds on our site. The returns aren't fully compensating for the risk involved. This isn't necessarily a dealbreaker, but factor it into your decision — especially if you're risk-averse.


PSKIX Risk / Return Rank: 2626
Overall Rank
PSKIX Sharpe Ratio Rank: 2727
Sharpe Ratio Rank
PSKIX Sortino Ratio Rank: 2929
Sortino Ratio Rank
PSKIX Omega Ratio Rank: 2828
Omega Ratio Rank
PSKIX Calmar Ratio Rank: 2323
Calmar Ratio Rank
PSKIX Martin Ratio Rank: 2424
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

Return / Risk — by metrics

The table below present risk-adjusted performance metrics for PIMCO StocksPLUS International Fund (Unhedged) (PSKIX) and compare them to S&P 500 Index.


PSKIXBenchmarkDifference

Sharpe ratio

Return per unit of total volatility

1.48

2.39

-0.91

Sortino ratio

Return per unit of downside risk

2.24

3.25

-1.01

Omega ratio

Gain probability vs. loss probability

1.28

1.43

-0.16

Calmar ratio

Return relative to maximum drawdown

1.78

3.11

-1.33

Martin ratio

Return relative to average drawdown

5.98

14.38

-8.40

Dividends

Dividend History

PIMCO StocksPLUS International Fund (Unhedged) provided a 2.27% dividend yield over the last twelve months, with an annual payout of $0.33 per share.


0.00%10.00%20.00%30.00%40.00%$0.00$1.00$2.00$3.00$4.00$5.0020152016201720182019202020212022202320242025
Dividends
Dividend Yield
PeriodTTM20252024202320222021202020192018201720162015
Dividend$0.33$0.21$0.67$0.17$4.11$5.35$0.12$0.32$2.70$1.19$0.00$1.17

Dividend yield

2.27%1.57%6.23%1.53%43.17%32.03%0.58%1.77%17.85%5.71%0.00%6.99%

Monthly Dividends

The table displays the monthly dividend distributions for PIMCO StocksPLUS International Fund (Unhedged). The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2026$0.00$0.00$0.12$0.00$0.00$0.00$0.12
2025$0.00$0.00$0.00$0.00$0.00$0.16$0.00$0.00$0.06$0.00$0.00$0.00$0.21
2024$0.00$0.00$0.22$0.00$0.00$0.23$0.00$0.00$0.22$0.00$0.00$0.00$0.67
2023$0.00$0.00$0.00$0.00$0.00$0.02$0.00$0.00$0.00$0.00$0.00$0.15$0.17
2022$0.00$0.00$0.00$0.00$0.00$0.09$0.00$0.00$0.12$0.00$0.00$3.90$4.11
2021$0.00$0.00$0.00$0.00$0.00$2.13$0.00$0.00$2.41$0.00$0.00$0.81$5.35

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.


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Worst Drawdowns

The table below displays the maximum drawdowns of the PIMCO StocksPLUS International Fund (Unhedged). A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the PIMCO StocksPLUS International Fund (Unhedged) was 64.91%, occurring on Mar 9, 2009. Recovery took 539 trading sessions.

The current PIMCO StocksPLUS International Fund (Unhedged) drawdown is 2.58%.


Related event

Drawdown

Fall

Recovery

Underwater

Financial crisis2007–2009
-64.91%Mar 2009
1y 4mo2y 1mo
3y 5moNov 2007 - Apr 2011
COVID crash2020
-38.59%Mar 2020
2y 1mo7mo 28d
2y 9moJan 2018 - Nov 2020
Bear market2022
-33.21%Oct 2022
1y 1mo1y 7mo
2y 8moSep 2021 - May 2024
2016 bear market2016
-27.88%Feb 2016
1y 7mo1y 2mo
2y 10moJul 2014 - May 2017
2011 bear market2011
-27.47%Nov 2011
6mo 26d1y 11d
1y 7moMay 2011 - Dec 2012

Drawdown Indicators


PSKIXBenchmarkDifference

Max Drawdown

Largest peak-to-trough decline

-64.91%

-56.78%

-8.13%

Max Drawdown (1Y)

Largest decline over 1 year

-12.24%

-9.10%

-3.14%

Max Drawdown (3Y)

Largest decline over 3 years

-16.98%

-18.90%

+1.92%

Max Drawdown (5Y)

Largest decline over 5 years

-33.21%

-25.43%

-7.78%

Max Drawdown (10Y)

Largest decline over 10 years

-38.59%

-33.92%

-4.67%

Current Drawdown

Current decline from peak

-2.58%

0.00%

-2.58%

Average Drawdown

Average peak-to-trough decline

-10.88%

-10.72%

-0.16%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.63%

1.97%

+1.66%

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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Portfolio Analyzer

Build a portfolio with PSKIX

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