PCKPX vs. BOSOX
Compare and contrast key facts about PIMCO StocksPLUS Small Fund (PCKPX) and Boston Trust Small Cap Fund (BOSOX).
PCKPX is managed by PIMCO. It was launched on Apr 30, 2008. BOSOX is managed by Boston Trust Walden.
Performance
PCKPX vs. BOSOX - Performance Comparison
Loading graphics...
PCKPX vs. BOSOX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PCKPX PIMCO StocksPLUS Small Fund | -3.90% | 10.58% | 11.55% | 15.90% | -23.99% | 14.03% | 19.39% | 26.69% | -12.23% | 17.59% |
BOSOX Boston Trust Small Cap Fund | -4.10% | -4.04% | 12.52% | 10.09% | -9.05% | 28.10% | 8.27% | 38.35% | -6.01% | 12.24% |
Returns By Period
In the year-to-date period, PCKPX achieves a -3.90% return, which is significantly higher than BOSOX's -4.10% return. Both investments have delivered pretty close results over the past 10 years, with PCKPX having a 9.00% annualized return and BOSOX not far ahead at 9.28%.
PCKPX
- 1D
- -1.25%
- 1M
- -9.84%
- YTD
- -3.90%
- 6M
- -2.96%
- 1Y
- 18.48%
- 3Y*
- 10.30%
- 5Y*
- 1.10%
- 10Y*
- 9.00%
BOSOX
- 1D
- -0.25%
- 1M
- -8.25%
- YTD
- -4.10%
- 6M
- -4.75%
- 1Y
- -4.04%
- 3Y*
- 3.34%
- 5Y*
- 3.57%
- 10Y*
- 9.28%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
PCKPX vs. BOSOX - Expense Ratio Comparison
PCKPX has a 0.80% expense ratio, which is lower than BOSOX's 1.00% expense ratio.
Return for Risk
PCKPX vs. BOSOX — Risk / Return Rank
PCKPX
BOSOX
PCKPX vs. BOSOX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for PIMCO StocksPLUS Small Fund (PCKPX) and Boston Trust Small Cap Fund (BOSOX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| PCKPX | BOSOX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.76 | -0.13 | +0.89 |
Sortino ratioReturn per unit of downside risk | 1.19 | -0.05 | +1.24 |
Omega ratioGain probability vs. loss probability | 1.15 | 0.99 | +0.16 |
Calmar ratioReturn relative to maximum drawdown | 0.98 | -0.33 | +1.31 |
Martin ratioReturn relative to average drawdown | 3.66 | -1.03 | +4.68 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| PCKPX | BOSOX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.76 | -0.13 | +0.89 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.05 | 0.20 | -0.15 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.37 | 0.48 | -0.10 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.39 | 0.41 | -0.02 |
Correlation
The correlation between PCKPX and BOSOX is 0.93, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
PCKPX vs. BOSOX - Dividend Comparison
PCKPX's dividend yield for the trailing twelve months is around 4.40%, less than BOSOX's 4.60% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PCKPX PIMCO StocksPLUS Small Fund | 4.40% | 4.23% | 3.52% | 1.45% | 26.78% | 19.38% | 5.69% | 5.92% | 12.87% | 5.82% | 3.37% | 8.93% |
BOSOX Boston Trust Small Cap Fund | 4.60% | 4.41% | 6.52% | 0.78% | 5.09% | 8.93% | 2.56% | 12.46% | 16.19% | 9.13% | 3.14% | 18.92% |
Drawdowns
PCKPX vs. BOSOX - Drawdown Comparison
The maximum PCKPX drawdown since its inception was -55.77%, which is greater than BOSOX's maximum drawdown of -51.32%. Use the drawdown chart below to compare losses from any high point for PCKPX and BOSOX.
Loading graphics...
Drawdown Indicators
| PCKPX | BOSOX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -55.77% | -51.32% | -4.45% |
Max Drawdown (1Y)Largest decline over 1 year | -14.99% | -11.89% | -3.10% |
Max Drawdown (5Y)Largest decline over 5 years | -35.71% | -22.36% | -13.35% |
Max Drawdown (10Y)Largest decline over 10 years | -46.38% | -36.79% | -9.59% |
Current DrawdownCurrent decline from peak | -12.25% | -16.07% | +3.82% |
Average DrawdownAverage peak-to-trough decline | -10.54% | -7.26% | -3.28% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.19% | 3.82% | +0.37% |
Volatility
PCKPX vs. BOSOX - Volatility Comparison
PIMCO StocksPLUS Small Fund (PCKPX) has a higher volatility of 7.20% compared to Boston Trust Small Cap Fund (BOSOX) at 4.10%. This indicates that PCKPX's price experiences larger fluctuations and is considered to be riskier than BOSOX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| PCKPX | BOSOX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.20% | 4.10% | +3.10% |
Volatility (6M)Calculated over the trailing 6-month period | 14.90% | 10.48% | +4.42% |
Volatility (1Y)Calculated over the trailing 1-year period | 23.92% | 18.96% | +4.96% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 23.38% | 17.82% | +5.56% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 24.15% | 19.56% | +4.59% |