PIPNX vs. PISIX
PIPNX (PIMCO Income Fund Class I-3) and PISIX (PIMCO StocksPLUS International Fund (U.S. Dollar-Hedged)) are both mutual funds - PIPNX is a Multisector Bonds fund managed by PIMCO, while PISIX is a Foreign Large Cap Equities fund managed by PIMCO. Over the past 5 years, PIPNX returned 2.89%/yr vs 12.02%/yr for PISIX. Their 0.25 correlation means their historical movements had little consistent relationship. PIPNX charges 0.77%/yr vs 0.76%/yr for PISIX.
Performance
PIPNX vs. PISIX - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, PIPNX achieves a 0.16% return, which is significantly lower than PISIX's 12.84% return.
PIPNX
- 1D
- 0.09%
- 1M
- -1.20%
- 6M
- -0.42%
- YTD
- 0.16%
- 1Y
- 4.45%
- 3Y*
- 6.54%
- 5Y*
- 2.89%
- 10Y*
- —
- ALL TIME*
- 3.79%
PISIX
- 1D
- 0.68%
- 1M
- -0.58%
- 6M
- 8.78%
- YTD
- 12.84%
- 1Y
- 20.98%
- 3Y*
- 16.47%
- 5Y*
- 12.02%
- 10Y*
- 12.11%
- ALL TIME*
- 10.20%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
PIPNX vs. PISIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
PIPNX PIMCO Income Fund Class I-3 | 0.16% | 10.91% | 5.32% | 8.08% | -9.14% | 2.50% | 5.68% | 7.92% | 1.22% |
PISIX PIMCO StocksPLUS International Fund (U.S. Dollar-Hedged) | 12.84% | 17.68% | 14.87% | 21.70% | -8.86% | 18.37% | 4.29% | 26.40% | -10.53% |
Correlation
The correlation between PIPNX and PISIX is 0.36, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.36 |
Correlation (3Y) Balances recent behavior with more history. | 0.23 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.25 |
Correlation (All Time) Calculated using the full available price history since Apr 30, 2018 | 0.25 |
The correlation between PIPNX and PISIX shifts across timeframes, from 0.23 (3 years) to 0.36 (1 year), reflecting how their relationship changes across market environments.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
PIPNX vs. PISIX — Risk / Return Rank
PIPNX
PISIX
PIPNX vs. PISIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for PIMCO Income Fund Class I-3 (PIPNX) 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| PIPNX | PISIX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.10 | ||
| Sortino ratioReturn per unit of downside risk | +0.24 | ||
| Omega ratioGain probability vs. loss probability | 1.26 | 1.27 | -0.01 |
| Calmar ratioReturn relative to maximum drawdown | 1.55 | 1.78 | -0.23 |
| Martin ratioReturn relative to average drawdown | 4.88 | 6.29 | -1.41 |
Loading charts...
Drawdowns
PIPNX vs. PISIX - Drawdown Comparison
The maximum PIPNX drawdown since its inception was -13.42%, smaller than the maximum PISIX drawdown of -57.47%. Use the drawdown chart below to compare losses from any high point for PIPNX and PISIX.
Loading charts...
Drawdown Indicators
| PIPNX | PISIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -13.42% | -57.47% | +44.05% |
Max Drawdown (1Y)Largest decline over 1 year | -3.69% | -10.71% | +7.02% |
Max Drawdown (3Y)Largest decline over 3 years | -3.69% | -15.21% | +11.52% |
Max Drawdown (5Y)Largest decline over 5 years | -13.42% | -18.93% | +5.51% |
Max Drawdown (10Y)Largest decline over 10 years | — | -35.44% | — |
Current DrawdownCurrent decline from peak | -1.74% | -1.15% | -0.59% |
Average DrawdownAverage peak-to-trough decline | -2.38% | -7.16% | +4.78% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.16% | 3.02% | -1.86% |
Volatility
PIPNX vs. PISIX - Volatility Comparison
The current volatility for PIMCO Income Fund Class I-3 (PIPNX) is 1.15%, while PIMCO StocksPLUS International Fund (U.S. Dollar-Hedged) (PISIX) has a volatility of 3.45%. This indicates that PIPNX 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.
Loading charts...
Volatility by Period
| PIPNX | PISIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.15% | 3.45% | -2.30% |
Volatility (6M)Calculated over the trailing 6-month period | 3.54% | 11.68% | -8.14% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.13% | 14.78% | -10.65% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 4.87% | 14.25% | -9.38% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 4.55% | 14.38% | -9.83% |
PIPNX vs. PISIX - Expense Ratio Comparison
PIPNX has a 0.77% expense ratio, which is higher than PISIX's 0.76% expense ratio.
Dividends
PIPNX vs. PISIX - Dividend Comparison
PIPNX's dividend yield for the trailing twelve months is around 5.18%, more than PISIX's 4.91% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PIPNX PIMCO Income Fund Class I-3 | 5.18% | 5.86% | 6.15% | 5.08% | 4.89% | 3.91% | 4.73% | 5.66% | 3.66% | 0.00% | 0.00% | 0.00% |
PISIX PIMCO StocksPLUS International Fund (U.S. Dollar-Hedged) | 4.91% | 5.14% | 11.81% | 10.04% | 10.11% | 7.31% | 1.42% | 11.47% | 7.99% | 7.36% | 1.02% | 8.16% |
Frequently Asked Questions
PIPNX and PISIX have a correlation of 0.36, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
PISIX has higher volatility (3.45%) compared to PIPNX (1.15%). In terms of maximum drawdown, PIPNX dropped -13.42% vs PISIX's -57.47%.
PIPNX currently has the higher Sharpe Ratio (1.38 vs 1.29), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
Find the right allocation for PIPNX and PISIX
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer