PCKPX vs. SWSSX
Compare and contrast key facts about PIMCO StocksPLUS Small Fund (PCKPX) and Schwab Small-Cap Index Fund-Select Shares (SWSSX).
PCKPX is managed by PIMCO. It was launched on Apr 30, 2008. SWSSX is a passively managed fund by Charles Schwab that tracks the performance of the Russell 2000 Index. It was launched on May 19, 1997.
Performance
PCKPX vs. SWSSX - Performance Comparison
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PCKPX vs. SWSSX - 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% |
SWSSX Schwab Small-Cap Index Fund-Select Shares | -2.49% | 12.88% | 11.57% | 17.07% | -20.43% | 14.77% | 20.12% | 25.63% | -11.19% | 14.76% |
Returns By Period
In the year-to-date period, PCKPX achieves a -3.90% return, which is significantly lower than SWSSX's -2.49% return. Over the past 10 years, PCKPX has underperformed SWSSX with an annualized return of 9.00%, while SWSSX has yielded a comparatively higher 9.50% 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%
SWSSX
- 1D
- -1.45%
- 1M
- -8.18%
- YTD
- -2.49%
- 6M
- -0.36%
- 1Y
- 21.55%
- 3Y*
- 11.83%
- 5Y*
- 3.10%
- 10Y*
- 9.50%
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PCKPX vs. SWSSX - Expense Ratio Comparison
PCKPX has a 0.80% expense ratio, which is higher than SWSSX's 0.04% expense ratio.
Return for Risk
PCKPX vs. SWSSX — Risk / Return Rank
PCKPX
SWSSX
PCKPX vs. SWSSX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for PIMCO StocksPLUS Small Fund (PCKPX) and Schwab Small-Cap Index Fund-Select Shares (SWSSX). 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 | SWSSX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.76 | 0.91 | -0.15 |
Sortino ratioReturn per unit of downside risk | 1.19 | 1.40 | -0.21 |
Omega ratioGain probability vs. loss probability | 1.15 | 1.18 | -0.03 |
Calmar ratioReturn relative to maximum drawdown | 0.98 | 1.33 | -0.35 |
Martin ratioReturn relative to average drawdown | 3.66 | 5.02 | -1.37 |
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 | SWSSX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.76 | 0.91 | -0.15 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.05 | 0.14 | -0.09 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.37 | 0.40 | -0.02 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.39 | 0.33 | +0.06 |
Correlation
The correlation between PCKPX and SWSSX is 0.98, 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. SWSSX - Dividend Comparison
PCKPX's dividend yield for the trailing twelve months is around 4.40%, more than SWSSX's 1.32% 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% |
SWSSX Schwab Small-Cap Index Fund-Select Shares | 1.32% | 1.29% | 1.66% | 1.49% | 1.32% | 8.88% | 2.55% | 6.12% | 10.45% | 5.22% | 4.10% | 6.92% |
Drawdowns
PCKPX vs. SWSSX - Drawdown Comparison
The maximum PCKPX drawdown since its inception was -55.77%, smaller than the maximum SWSSX drawdown of -60.34%. Use the drawdown chart below to compare losses from any high point for PCKPX and SWSSX.
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Drawdown Indicators
| PCKPX | SWSSX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -55.77% | -60.34% | +4.57% |
Max Drawdown (1Y)Largest decline over 1 year | -14.99% | -13.90% | -1.09% |
Max Drawdown (5Y)Largest decline over 5 years | -35.71% | -31.93% | -3.78% |
Max Drawdown (10Y)Largest decline over 10 years | -46.38% | -41.81% | -4.57% |
Current DrawdownCurrent decline from peak | -12.25% | -11.00% | -1.25% |
Average DrawdownAverage peak-to-trough decline | -10.54% | -10.78% | +0.24% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.19% | 3.68% | +0.51% |
Volatility
PCKPX vs. SWSSX - Volatility Comparison
PIMCO StocksPLUS Small Fund (PCKPX) has a higher volatility of 7.20% compared to Schwab Small-Cap Index Fund-Select Shares (SWSSX) at 6.59%. This indicates that PCKPX's price experiences larger fluctuations and is considered to be riskier than SWSSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PCKPX | SWSSX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.20% | 6.59% | +0.61% |
Volatility (6M)Calculated over the trailing 6-month period | 14.90% | 14.12% | +0.78% |
Volatility (1Y)Calculated over the trailing 1-year period | 23.92% | 23.11% | +0.81% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 23.38% | 22.57% | +0.81% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 24.15% | 24.03% | +0.12% |