PISIX vs. PIPNX
Compare and contrast key facts about PIMCO StocksPLUS International Fund (U.S. Dollar-Hedged) (PISIX) and PIMCO Income Fund Class I-3 (PIPNX).
PISIX is managed by PIMCO. It was launched on Oct 31, 2003. PIPNX is managed by PIMCO. It was launched on Apr 30, 2018.
Performance
PISIX vs. PIPNX - Performance Comparison
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PISIX vs. PIPNX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
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% | -10.84% |
PIPNX PIMCO Income Fund Class I-3 | -1.38% | 10.91% | 5.32% | 8.08% | -9.14% | 2.50% | 5.68% | 7.92% | 1.22% |
Returns By Period
In the year-to-date period, PISIX achieves a -0.85% return, which is significantly higher than PIPNX's -1.38% return.
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%
PIPNX
- 1D
- 0.47%
- 1M
- -3.24%
- YTD
- -1.38%
- 6M
- 1.09%
- 1Y
- 5.92%
- 3Y*
- 6.68%
- 5Y*
- 3.04%
- 10Y*
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PISIX vs. PIPNX - Expense Ratio Comparison
PISIX has a 0.76% expense ratio, which is lower than PIPNX's 0.77% expense ratio.
Return for Risk
PISIX vs. PIPNX — Risk / Return Rank
PISIX
PIPNX
PISIX vs. PIPNX - 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 PIMCO Income Fund Class I-3 (PIPNX). 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.
| PISIX | PIPNX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.63 | 1.53 | -0.90 |
Sortino ratioReturn per unit of downside risk | 0.85 | 2.19 | -1.34 |
Omega ratioGain probability vs. loss probability | 1.14 | 1.29 | -0.14 |
Calmar ratioReturn relative to maximum drawdown | 0.64 | 1.83 | -1.19 |
Martin ratioReturn relative to average drawdown | 2.55 | 7.37 | -4.83 |
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
| PISIX | PIPNX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.63 | 1.53 | -0.90 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.75 | 0.65 | +0.10 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.80 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.52 | 0.83 | -0.30 |
Correlation
The correlation between PISIX and PIPNX is 0.24, 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
PISIX vs. PIPNX - Dividend Comparison
PISIX's dividend yield for the trailing twelve months is around 5.19%, less than PIPNX's 5.43% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
PIPNX PIMCO Income Fund Class I-3 | 5.43% | 5.86% | 6.15% | 5.08% | 4.89% | 3.91% | 4.73% | 5.66% | 3.66% | 0.00% | 0.00% | 0.00% |
Drawdowns
PISIX vs. PIPNX - Drawdown Comparison
The maximum PISIX drawdown since its inception was -57.47%, which is greater than PIPNX's maximum drawdown of -13.42%. Use the drawdown chart below to compare losses from any high point for PISIX and PIPNX.
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Drawdown Indicators
| PISIX | PIPNX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -57.47% | -13.42% | -44.05% |
Max Drawdown (1Y)Largest decline over 1 year | -12.81% | -3.69% | -9.12% |
Max Drawdown (5Y)Largest decline over 5 years | -18.93% | -13.42% | -5.51% |
Max Drawdown (10Y)Largest decline over 10 years | -35.44% | — | — |
Current DrawdownCurrent decline from peak | -9.44% | -3.24% | -6.20% |
Average DrawdownAverage peak-to-trough decline | -7.23% | -2.42% | -4.81% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.54% | 0.92% | +2.62% |
Volatility
PISIX vs. PIPNX - Volatility Comparison
PIMCO StocksPLUS International Fund (U.S. Dollar-Hedged) (PISIX) has a higher volatility of 6.58% compared to PIMCO Income Fund Class I-3 (PIPNX) at 1.88%. This indicates that PISIX's price experiences larger fluctuations and is considered to be riskier than PIPNX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PISIX | PIPNX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.58% | 1.88% | +4.70% |
Volatility (6M)Calculated over the trailing 6-month period | 11.37% | 2.63% | +8.74% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.52% | 4.27% | +12.25% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.92% | 4.74% | +9.18% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 14.55% | 4.54% | +10.01% |