PCKPX vs. PONAX
Compare and contrast key facts about PIMCO StocksPLUS Small Fund (PCKPX) and PIMCO Income Fund Class A (PONAX).
PCKPX is managed by PIMCO. It was launched on Apr 30, 2008. PONAX is managed by PIMCO. It was launched on Apr 2, 2007.
Performance
PCKPX vs. PONAX - Performance Comparison
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PCKPX vs. PONAX - 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% |
PONAX PIMCO Income Fund Class A | -1.42% | 10.63% | 5.02% | 8.96% | -9.34% | 2.21% | 5.40% | 7.65% | 0.21% | 8.19% |
Returns By Period
In the year-to-date period, PCKPX achieves a -3.90% return, which is significantly lower than PONAX's -1.42% return. Over the past 10 years, PCKPX has outperformed PONAX with an annualized return of 9.00%, while PONAX has yielded a comparatively lower 4.25% annualized return.
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%
PONAX
- 1D
- 0.47%
- 1M
- -3.24%
- YTD
- -1.42%
- 6M
- 0.98%
- 1Y
- 5.68%
- 3Y*
- 6.79%
- 5Y*
- 3.00%
- 10Y*
- 4.25%
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PCKPX vs. PONAX - Expense Ratio Comparison
PCKPX has a 0.80% expense ratio, which is lower than PONAX's 1.02% expense ratio.
Return for Risk
PCKPX vs. PONAX — Risk / Return Rank
PCKPX
PONAX
PCKPX vs. PONAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for PIMCO StocksPLUS Small Fund (PCKPX) and PIMCO Income Fund Class A (PONAX). 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 | PONAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.76 | 1.48 | -0.72 |
Sortino ratioReturn per unit of downside risk | 1.19 | 2.11 | -0.91 |
Omega ratioGain probability vs. loss probability | 1.15 | 1.28 | -0.12 |
Calmar ratioReturn relative to maximum drawdown | 0.98 | 1.76 | -0.77 |
Martin ratioReturn relative to average drawdown | 3.66 | 7.07 | -3.41 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| PCKPX | PONAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.76 | 1.48 | -0.72 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.05 | 0.64 | -0.59 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.37 | 1.03 | -0.65 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.39 | 1.47 | -1.08 |
Correlation
The correlation between PCKPX and PONAX is 0.21, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
PCKPX vs. PONAX - Dividend Comparison
PCKPX's dividend yield for the trailing twelve months is around 4.40%, less than PONAX's 5.20% 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% |
PONAX PIMCO Income Fund Class A | 5.20% | 5.61% | 5.86% | 5.86% | 4.66% | 3.62% | 4.48% | 5.42% | 5.24% | 4.97% | 5.13% | 7.45% |
Drawdowns
PCKPX vs. PONAX - Drawdown Comparison
The maximum PCKPX drawdown since its inception was -55.77%, which is greater than PONAX's maximum drawdown of -13.64%. Use the drawdown chart below to compare losses from any high point for PCKPX and PONAX.
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Drawdown Indicators
| PCKPX | PONAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -55.77% | -13.64% | -42.13% |
Max Drawdown (1Y)Largest decline over 1 year | -14.99% | -3.69% | -11.30% |
Max Drawdown (5Y)Largest decline over 5 years | -35.71% | -13.64% | -22.07% |
Max Drawdown (10Y)Largest decline over 10 years | -46.38% | -13.64% | -32.74% |
Current DrawdownCurrent decline from peak | -12.25% | -3.24% | -9.01% |
Average DrawdownAverage peak-to-trough decline | -10.54% | -1.80% | -8.74% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.19% | 0.92% | +3.27% |
Volatility
PCKPX vs. PONAX - Volatility Comparison
PIMCO StocksPLUS Small Fund (PCKPX) has a higher volatility of 7.20% compared to PIMCO Income Fund Class A (PONAX) at 1.88%. This indicates that PCKPX's price experiences larger fluctuations and is considered to be riskier than PONAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PCKPX | PONAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.20% | 1.88% | +5.32% |
Volatility (6M)Calculated over the trailing 6-month period | 14.90% | 2.61% | +12.29% |
Volatility (1Y)Calculated over the trailing 1-year period | 23.92% | 4.24% | +19.68% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 23.38% | 4.72% | +18.66% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 24.15% | 4.16% | +19.99% |