PIMIX vs. PISIX
Compare and contrast key facts about PIMCO Income Fund Institutional Class (PIMIX) and PIMCO StocksPLUS International Fund (U.S. Dollar-Hedged) (PISIX).
PIMIX is managed by PIMCO. It was launched on Mar 30, 2007. PISIX is managed by PIMCO. It was launched on Oct 31, 2003.
Performance
PIMIX vs. PISIX - Performance Comparison
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PIMIX vs. PISIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PIMIX PIMCO Income Fund Institutional Class | -1.36% | 11.08% | 5.45% | 9.36% | -9.07% | 2.62% | 5.84% | 8.10% | 0.63% | 8.63% |
PISIX PIMCO StocksPLUS International Fund (U.S. Dollar-Hedged) | -0.85% | 17.68% | 14.87% | 21.70% | -8.86% | 18.37% | 4.29% | 26.40% | -10.00% | 18.81% |
Returns By Period
In the year-to-date period, PIMIX achieves a -1.36% return, which is significantly lower than PISIX's -0.85% return. Over the past 10 years, PIMIX has underperformed PISIX with an annualized return of 4.66%, while PISIX has yielded a comparatively higher 11.51% annualized return.
PIMIX
- 1D
- 0.47%
- 1M
- -3.24%
- YTD
- -1.36%
- 6M
- 1.15%
- 1Y
- 6.07%
- 3Y*
- 7.20%
- 5Y*
- 3.38%
- 10Y*
- 4.66%
PISIX
- 1D
- 0.22%
- 1M
- -9.44%
- YTD
- -0.85%
- 6M
- -0.21%
- 1Y
- 12.13%
- 3Y*
- 14.32%
- 5Y*
- 10.34%
- 10Y*
- 11.51%
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PIMIX vs. PISIX - Expense Ratio Comparison
PIMIX has a 0.62% expense ratio, which is lower than PISIX's 0.76% expense ratio.
Return for Risk
PIMIX vs. PISIX — Risk / Return Rank
PIMIX
PISIX
PIMIX vs. PISIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for PIMCO Income Fund Institutional Class (PIMIX) and PIMCO StocksPLUS International Fund (U.S. Dollar-Hedged) (PISIX). 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.
| PIMIX | PISIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.56 | 0.63 | +0.93 |
Sortino ratioReturn per unit of downside risk | 2.25 | 0.85 | +1.39 |
Omega ratioGain probability vs. loss probability | 1.29 | 1.14 | +0.15 |
Calmar ratioReturn relative to maximum drawdown | 1.87 | 0.64 | +1.23 |
Martin ratioReturn relative to average drawdown | 7.56 | 2.55 | +5.01 |
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
| PIMIX | PISIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.56 | 0.63 | +0.93 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.72 | 0.75 | -0.03 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 1.11 | 0.80 | +0.32 |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.56 | 0.52 | +1.03 |
Correlation
The correlation between PIMIX and PISIX is 0.16, 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
PIMIX vs. PISIX - Dividend Comparison
PIMIX's dividend yield for the trailing twelve months is around 5.57%, more than PISIX's 5.19% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PIMIX PIMCO Income Fund Institutional Class | 5.57% | 6.01% | 6.27% | 6.21% | 4.98% | 4.02% | 4.88% | 5.83% | 5.66% | 5.37% | 5.52% | 7.88% |
PISIX PIMCO StocksPLUS International Fund (U.S. Dollar-Hedged) | 5.19% | 5.14% | 11.81% | 10.04% | 10.11% | 7.31% | 1.42% | 11.47% | 7.99% | 7.36% | 1.02% | 8.16% |
Drawdowns
PIMIX vs. PISIX - Drawdown Comparison
The maximum PIMIX drawdown since its inception was -13.39%, smaller than the maximum PISIX drawdown of -57.47%. Use the drawdown chart below to compare losses from any high point for PIMIX and PISIX.
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Drawdown Indicators
| PIMIX | PISIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -13.39% | -57.47% | +44.08% |
Max Drawdown (1Y)Largest decline over 1 year | -3.69% | -12.81% | +9.12% |
Max Drawdown (5Y)Largest decline over 5 years | -13.34% | -18.93% | +5.59% |
Max Drawdown (10Y)Largest decline over 10 years | -13.39% | -35.44% | +22.05% |
Current DrawdownCurrent decline from peak | -3.24% | -9.44% | +6.20% |
Average DrawdownAverage peak-to-trough decline | -1.69% | -7.23% | +5.54% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.92% | 3.54% | -2.62% |
Volatility
PIMIX vs. PISIX - Volatility Comparison
The current volatility for PIMCO Income Fund Institutional Class (PIMIX) is 1.88%, while PIMCO StocksPLUS International Fund (U.S. Dollar-Hedged) (PISIX) has a volatility of 6.58%. This indicates that PIMIX experiences smaller price fluctuations and is considered to be less risky than PISIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PIMIX | PISIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.88% | 6.58% | -4.70% |
Volatility (6M)Calculated over the trailing 6-month period | 2.64% | 11.37% | -8.73% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.28% | 16.52% | -12.24% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 4.75% | 13.92% | -9.17% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 4.20% | 14.55% | -10.35% |