PIMCO StocksPLUS Short Fund (PSTIX) belongs to the Inverse Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with PSTIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to PSTIX
PSTIX charges 0.64% annually. No mutual funds in the Inverse Equities category have lower expense ratios; the lowest-cost alternatives shown here go as low as 1.49%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Rydex Inverse S&P 500 Strategy Fund | 1.49% | — | Jan 1994 | PSTIX vs RYURX | |
| Rydex Inverse NASDAQ-100 Strategy Fund | 1.55% | — | Sep 1998 | PSTIX vs RYAIX | |
| Grizzly Short Fund | 1.61% | — | Jun 2000 | PSTIX vs GRZZX | |
| ProFunds Bear Fund | 1.64% | — | Dec 1997 | PSTIX vs BRPIX | |
| ProFunds UltraShort NASDAQ-100 Fund | 1.68% | — | Jun 1998 | PSTIX vs USPIX |
Best Risk-Adjusted Alternatives to PSTIX
PSTIX has a PortfoliosLab risk / return rank of 0. There are 11 mutual funds in the Inverse Equities category with higher risk-adjusted ranks, going as high as 97.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Comstock Capital Value Fund | 97 | — | Oct 1985 | PSTIX vs DRCVX | |
| ProFunds UltraShort China | 2 | — | Feb 2008 | PSTIX vs UHPIX | |
| Grizzly Short Fund | 1 | — | Jun 2000 | PSTIX vs GRZZX | |
| ProFunds Ultra Short International Fund | 0 | — | Apr 2006 | PSTIX vs UXPIX | |
| ProFunds Ultra Short Emerging Market Fund | 0 | — | Apr 2006 | PSTIX vs UVPIX |
Top Performing PSTIX Alternatives (YTD)
PSTIX is at -8.07% YTD. There are 3 mutual funds in the Inverse Equities category with higher YTD returns, going as high as 18.01%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| ProFunds UltraShort China | 18.01% | — | Feb 2008 | PSTIX vs UHPIX | |
| Comstock Capital Value Fund | 3.17% | — | Oct 1985 | PSTIX vs DRCVX | |
| Grizzly Short Fund | -6.05% | — | Jun 2000 | PSTIX vs GRZZX | |
| Rydex Inverse S&P 500 Strategy Fund | -8.72% | — | Jan 1994 | PSTIX vs RYURX | |
| ProFunds Bear Fund | -8.88% | — | Dec 1997 | PSTIX vs BRPIX |
Lowest Volatility Alternatives to PSTIX
PSTIX has 11.55% 1-year volatility. There are 2 mutual funds in the Inverse Equities category with lower 1-year volatility, going as low as 3.02%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Comstock Capital Value Fund | 3.02% | — | Oct 1985 | PSTIX vs DRCVX | |
| Federated Hermes Prudent Bear Fd | 11.32% | — | Dec 1995 | PSTIX vs BEARX | |
| Rydex Inverse S&P 500 Strategy Fund | 11.79% | — | Jan 1994 | PSTIX vs RYURX | |
| ProFunds Bear Fund | 11.94% | — | Dec 1997 | PSTIX vs BRPIX | |
| Grizzly Short Fund | 13.72% | — | Jun 2000 | PSTIX vs GRZZX |
Lowest Drawdown Alternatives to PSTIX
PSTIX has a 1-year max drawdown of -15.41%. There are 2 mutual funds in the Inverse Equities category with shallower 1-year drawdowns, going as shallow as -0.89%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Comstock Capital Value Fund | -0.89% | — | Oct 1985 | PSTIX vs DRCVX | |
| Grizzly Short Fund | -13.89% | — | Jun 2000 | PSTIX vs GRZZX | |
| Rydex Inverse Mid-Cap Strategy Fund | -16.44% | — | Feb 2004 | PSTIX vs RYCLX | |
| Rydex Inverse S&P 500 Strategy Fund | -18.35% | — | Jan 1994 | PSTIX vs RYURX | |
| ProFunds Bear Fund | -18.86% | — | Dec 1997 | PSTIX vs BRPIX |
Other Mutual Funds from PIMCO
The 10 most viewed PIMCO mutual funds shown here include PIMIX, PONAX, PTTRX and span 6 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| PIMCO Income Fund Institutional Class | Total Bond Market | 45 | 1.00% | — | Mar 2007 | PSTIX vs PIMIX | |
| PIMCO Income Fund Class A | Multisector Bonds | 41 | 0.83% | — | Apr 2007 | PSTIX vs PONAX | |
| PIMCO Total Return Fund Institutional Class | Total Bond Market | 30 | 0.64% | — | — | PSTIX vs PTTRX | |
| PIMCO Corporate & Income Strategy Fund | Multisector Bonds | 3 | -4.37% | — | Dec 2001 | PSTIX vs PCN | |
| PIMCO Income Fund Class I-2 | Total Bond Market | 44 | 0.96% | — | — | PSTIX vs PONPX | |
| PIMCO StocksPLUS Long Duration Fund Class I | Diversified Portfolio | 47 | 10.35% | — | Aug 2007 | PSTIX vs PSLDX | |
| PIMCO Income Strategy Fund II | Multisector Bonds | 6 | -4.15% | — | Oct 2004 | PSTIX vs PFN | |
| PIMCO International Bond Fund (U.S. Dollar-Hedged) | Global Bonds | 9 | 0.12% | — | Dec 1992 | PSTIX vs PFORX | |
| PIMCO StocksPLUS International Fund (U.S. Dollar-H... | Foreign Large Cap Equities | 25 | 9.70% | — | Oct 2003 | PSTIX vs PISIX | |
| PIMCO Commodity Real Return Strategy Fund | Commodities | 75 | 26.86% | — | Jun 2002 | PSTIX vs PCRIX |
Often Compared With PSTIX
Investors most often compare PSTIX with SOPIX, RYTPX, URPIX. These 20 comparison targets span 4 categories, based on PortfoliosLab usage data.
Compare PSTIX with Any Fund or Stock
Compare PSTIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair PSTIX with funds that move differently
PIMCO StocksPLUS Short Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to PSTIX.
Explore PSTIX Diversifiers