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 1. There are 5 mutual funds in the Inverse Equities category with higher risk-adjusted ranks, going as high as 96.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Comstock Capital Value Fund | 96 | — | Oct 1985 | PSTIX vs DRCVX | |
| ProFunds UltraShort China | 5 | — | Feb 2008 | PSTIX vs UHPIX | |
| Grizzly Short Fund | 2 | — | Jun 2000 | PSTIX vs GRZZX | |
| Rydex Inverse Mid-Cap Strategy Fund | 1 | — | Feb 2004 | PSTIX vs RYCLX | |
| Rydex Inverse Emerging Markets 2x Strategy Fund | 1 | — | Oct 2010 | PSTIX vs RYWWX |
Top Performing PSTIX Alternatives (YTD)
PSTIX is at -7.10% YTD. There are 2 mutual funds in the Inverse Equities category with higher YTD returns, going as high as 38.39%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| ProFunds UltraShort China | 38.39% | — | Feb 2008 | PSTIX vs UHPIX | |
| Comstock Capital Value Fund | 3.62% | — | Oct 1985 | PSTIX vs DRCVX | |
| Rydex Inverse S&P 500 Strategy Fund | -8.00% | — | Jan 1994 | PSTIX vs RYURX | |
| Grizzly Short Fund | -8.15% | — | Jun 2000 | PSTIX vs GRZZX | |
| Federated Hermes Prudent Bear Fd | -8.18% | — | Dec 1995 | PSTIX vs BEARX |
Lowest Volatility Alternatives to PSTIX
PSTIX has 12.19% 1-year volatility. There is 1 mutual fund in the Inverse Equities category with lower 1-year volatility, going as low as 2.85%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Comstock Capital Value Fund | 2.85% | — | Oct 1985 | PSTIX vs DRCVX | |
| Federated Hermes Prudent Bear Fd | 12.46% | — | Dec 1995 | PSTIX vs BEARX | |
| Rydex Inverse S&P 500 Strategy Fund | 12.46% | — | Jan 1994 | PSTIX vs RYURX | |
| ProFunds Bear Fund | 12.57% | — | Dec 1997 | PSTIX vs BRPIX | |
| Grizzly Short Fund | 13.95% | — | Jun 2000 | PSTIX vs GRZZX |
Lowest Drawdown Alternatives to PSTIX
PSTIX has a 1-year max drawdown of -15.05%. There is 1 mutual fund in the Inverse Equities category with a shallower 1-year drawdown, 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 | -15.84% | — | Jun 2000 | PSTIX vs GRZZX | |
| Rydex Inverse S&P 500 Strategy Fund | -16.08% | — | Jan 1994 | PSTIX vs RYURX | |
| ProFunds Bear Fund | -16.15% | — | Dec 1997 | PSTIX vs BRPIX | |
| Federated Hermes Prudent Bear Fd | -16.55% | — | Dec 1995 | PSTIX vs BEARX |
Other Mutual Funds from PIMCO
The 10 most viewed PIMCO mutual funds shown here include PIMIX, PTY, PONAX and span 6 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| PIMCO Income Fund Institutional Class | Multisector Bonds | 50 | 1.07% | — | Mar 2007 | PSTIX vs PIMIX | |
| PIMCO Corporate & Income Opportunity Fund | Corporate Bonds | 2 | -1.00% | — | Dec 2002 | PSTIX vs PTY | |
| PIMCO Income Fund Class A | Multisector Bonds | 44 | 0.87% | — | Apr 2007 | PSTIX vs PONAX | |
| PIMCO Total Return Fund Institutional Class | Intermediate Core-Plus Bond | 28 | 0.35% | — | May 1987 | PSTIX vs PTTRX | |
| PIMCO Corporate & Income Strategy Fund | Multisector Bonds | 7 | -2.18% | — | Dec 2001 | PSTIX vs PCN | |
| PIMCO Income Fund Class I-2 | Multisector Bonds | 48 | 1.02% | — | Apr 2008 | PSTIX vs PONPX | |
| PIMCO StocksPLUS Long Duration Fund Class I | Diversified Portfolio | 34 | 8.53% | — | Aug 2007 | PSTIX vs PSLDX | |
| PIMCO Income Strategy Fund II | Multisector Bonds | 12 | 1.01% | — | Oct 2004 | PSTIX vs PFN | |
| PIMCO International Bond Fund (U.S. Dollar-Hedged) | Global Bonds | 12 | 0.24% | — | Dec 1992 | PSTIX vs PFORX | |
| PIMCO StocksPLUS International Fund (U.S. Dollar-H... | Foreign Large Cap Equities | 41 | 12.84% | — | Oct 2003 | PSTIX vs PISIX |
Often Compared With PSTIX
Investors most often compare PSTIX with SOPIX, RYTPX, UIPIX. These 20 comparison targets span 3 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