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PISIX vs. BTC-USD
Performance
Return for Risk
Drawdowns
Volatility

Performance

PISIX vs. BTC-USD - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in PIMCO StocksPLUS International Fund (U.S. Dollar-Hedged) (PISIX) and Bitcoin (BTC-USD). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, PISIX achieves a 13.06% return, which is significantly higher than BTC-USD's -27.04% return. Over the past 10 years, PISIX has underperformed BTC-USD with an annualized return of 12.26%, while BTC-USD has yielded a comparatively higher 57.60% annualized return.


PISIX

1D
0.10%
1M
0.88%
6M
7.99%
YTD
13.06%
1Y
22.45%
3Y*
17.63%
5Y*
12.14%
10Y*
12.26%

BTC-USD

1D
-1.36%
1M
-2.71%
6M
-33.22%
YTD
-27.04%
1Y
-46.21%
3Y*
28.42%
5Y*
15.15%
10Y*
57.60%
*Multi-year figures are annualized to reflect compound growth (CAGR)

PISIX vs. BTC-USD - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
PISIX
PIMCO StocksPLUS International Fund (U.S. Dollar-Hedged)
13.06%17.68%14.87%21.70%-8.86%18.37%4.29%26.40%-10.00%18.81%
BTC-USD
Bitcoin
-27.04%-6.27%120.76%155.82%-64.23%59.40%304.57%94.10%-73.37%1,324.24%

Correlation

The correlation between PISIX and BTC-USD is 0.14, which is low. Their price movements are largely independent, making them effective diversification partners.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.14

Correlation (3Y)
Calculated over the trailing 3-year period

0.06

Correlation (5Y)
Calculated over the trailing 5-year period

0.08

Correlation (10Y)
Calculated over the trailing 10-year period

0.06

Correlation (All Time)
Calculated using the full available price history since Oct 31, 2012

0.04

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Return for Risk

PISIX vs. BTC-USD — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

PISIX
PISIX Risk / Return Rank: 4444
Overall Rank
PISIX Sharpe Ratio Rank: 4242
Sharpe Ratio Rank
PISIX Sortino Ratio Rank: 3838
Sortino Ratio Rank
PISIX Omega Ratio Rank: 5353
Omega Ratio Rank
PISIX Calmar Ratio Rank: 4343
Calmar Ratio Rank
PISIX Martin Ratio Rank: 4242
Martin Ratio Rank

BTC-USD
BTC-USD Risk / Return Rank: 2323
Overall Rank
BTC-USD Sharpe Ratio Rank: 66
Sharpe Ratio Rank
BTC-USD Sortino Ratio Rank: 3131
Sortino Ratio Rank
BTC-USD Omega Ratio Rank: 3131
Omega Ratio Rank
BTC-USD Calmar Ratio Rank: 4141
Calmar Ratio Rank
BTC-USD Martin Ratio Rank: 55
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

PISIX vs. BTC-USD - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for PIMCO StocksPLUS International Fund (U.S. Dollar-Hedged) (PISIX) and Bitcoin (BTC-USD). 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.


PISIXBTC-USDDifference
Sharpe ratioReturn per unit of total volatility

+2.54

Sortino ratioReturn per unit of downside risk

+3.61

Omega ratioGain probability vs. loss probability

1.30

0.84

+0.47

Calmar ratioReturn relative to maximum drawdown

2.02

-0.87

+2.89

Martin ratioReturn relative to average drawdown

7.19

-1.40

+8.59

PISIX vs. BTC-USD - Sharpe Ratio Comparison

The current PISIX Sharpe Ratio is 1.47, which is higher than the BTC-USD Sharpe Ratio of -1.07. The chart below compares the historical Sharpe Ratios of PISIX and BTC-USD, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Drawdowns

PISIX vs. BTC-USD - Drawdown Comparison

The maximum PISIX drawdown since its inception was -57.47%, smaller than the maximum BTC-USD drawdown of -85.30%. Use the drawdown chart below to compare losses from any high point for PISIX and BTC-USD.


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Drawdown Indicators


PISIXBTC-USDDifference

Max Drawdown

Largest peak-to-trough decline

-57.47%

-85.30%

+27.83%

Max Drawdown (1Y)

Largest decline over 1 year

-10.71%

-53.08%

+42.37%

Max Drawdown (3Y)

Largest decline over 3 years

-15.21%

-53.08%

+37.87%

Max Drawdown (5Y)

Largest decline over 5 years

-18.93%

-76.67%

+57.74%

Max Drawdown (10Y)

Largest decline over 10 years

-35.44%

-83.80%

+48.36%

Current Drawdown

Current decline from peak

-0.96%

-48.82%

+47.86%

Average Drawdown

Average peak-to-trough decline

-7.17%

-42.58%

+35.41%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.00%

29.30%

-26.30%

Volatility

PISIX vs. BTC-USD - Volatility Comparison

The current volatility for PIMCO StocksPLUS International Fund (U.S. Dollar-Hedged) (PISIX) is 3.71%, while Bitcoin (BTC-USD) has a volatility of 9.78%. This indicates that PISIX experiences smaller price fluctuations and is considered to be less risky than BTC-USD based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


PISIXBTC-USDDifference

Volatility (1M)

Calculated over the trailing 1-month period

3.71%

9.78%

-6.07%

Volatility (6M)

Calculated over the trailing 6-month period

11.66%

34.90%

-23.24%

Volatility (1Y)

Calculated over the trailing 1-year period

14.79%

35.73%

-20.94%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

14.26%

43.96%

-29.70%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

14.37%

56.33%

-41.96%

Frequently Asked Questions


PISIX and BTC-USD have a correlation of 0.14, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

BTC-USD has higher volatility (9.78%) compared to PISIX (3.71%). In terms of maximum drawdown, PISIX dropped -57.47% vs BTC-USD's -85.30%.

PISIX currently has the higher Sharpe Ratio (1.47 vs -1.07), 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.

Portfolio Optimizer

Find the right allocation for PISIX and BTC-USD

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