PIPNX vs. PISIX
Compare and contrast key facts about PIMCO Income Fund Class I-3 (PIPNX) and PIMCO StocksPLUS International Fund (U.S. Dollar-Hedged) (PISIX).
PIPNX is managed by PIMCO. It was launched on Apr 30, 2018. PISIX is managed by PIMCO. It was launched on Oct 31, 2003.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: PIPNX or PISIX.
Correlation
The correlation between PIPNX and PISIX is 0.25, 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.
Performance
PIPNX vs. PISIX - Performance Comparison
Key characteristics
PIPNX:
1.83
PISIX:
1.64
PIPNX:
2.74
PISIX:
2.08
PIPNX:
1.35
PISIX:
1.31
PIPNX:
3.11
PISIX:
1.72
PIPNX:
7.71
PISIX:
8.20
PIPNX:
0.95%
PISIX:
2.33%
PIPNX:
4.02%
PISIX:
11.63%
PIPNX:
-13.40%
PISIX:
-57.67%
PIPNX:
-0.19%
PISIX:
0.00%
Returns By Period
In the year-to-date period, PIPNX achieves a 1.56% return, which is significantly lower than PISIX's 7.86% return.
PIPNX
1.56%
1.47%
2.23%
7.44%
2.94%
N/A
PISIX
7.86%
5.72%
10.46%
17.73%
9.72%
7.50%
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PIPNX vs. PISIX - Expense Ratio Comparison
PIPNX has a 0.77% expense ratio, which is higher than PISIX's 0.76% expense ratio.
Risk-Adjusted Performance
PIPNX vs. PISIX — Risk-Adjusted Performance Rank
PIPNX
PISIX
PIPNX vs. PISIX - Risk-Adjusted Performance 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.
Dividends
PIPNX vs. PISIX - Dividend Comparison
PIPNX's dividend yield for the trailing twelve months is around 6.10%, less than PISIX's 10.95% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PIPNX PIMCO Income Fund Class I-3 | 6.10% | 6.16% | 6.10% | 6.28% | 3.92% | 4.73% | 5.66% | 3.66% | 0.00% | 0.00% | 0.00% | 0.00% |
PISIX PIMCO StocksPLUS International Fund (U.S. Dollar-Hedged) | 10.95% | 11.81% | 9.35% | 5.58% | 7.32% | 1.42% | 8.93% | 1.57% | 7.36% | 1.03% | 8.16% | 11.97% |
Drawdowns
PIPNX vs. PISIX - Drawdown Comparison
The maximum PIPNX drawdown since its inception was -13.40%, smaller than the maximum PISIX drawdown of -57.67%. Use the drawdown chart below to compare losses from any high point for PIPNX and PISIX. For additional features, visit the drawdowns tool.
Volatility
PIPNX vs. PISIX - Volatility Comparison
The current volatility for PIMCO Income Fund Class I-3 (PIPNX) is 0.93%, while PIMCO StocksPLUS International Fund (U.S. Dollar-Hedged) (PISIX) has a volatility of 2.48%. 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.