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.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: PISIX or PIPNX.
Correlation
The correlation between PISIX and PIPNX 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
PISIX vs. PIPNX - Performance Comparison
Key characteristics
PISIX:
1.64
PIPNX:
1.83
PISIX:
2.08
PIPNX:
2.74
PISIX:
1.31
PIPNX:
1.35
PISIX:
1.72
PIPNX:
3.11
PISIX:
8.20
PIPNX:
7.71
PISIX:
2.33%
PIPNX:
0.95%
PISIX:
11.63%
PIPNX:
4.02%
PISIX:
-57.67%
PIPNX:
-13.40%
PISIX:
0.00%
PIPNX:
-0.19%
Returns By Period
In the year-to-date period, PISIX achieves a 7.86% return, which is significantly higher than PIPNX's 1.56% return.
PISIX
7.86%
5.72%
10.46%
17.73%
9.72%
7.50%
PIPNX
1.56%
1.47%
2.23%
7.44%
2.94%
N/A
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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.
Risk-Adjusted Performance
PISIX vs. PIPNX — Risk-Adjusted Performance Rank
PISIX
PIPNX
PISIX vs. PIPNX - Risk-Adjusted Performance 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.
Dividends
PISIX vs. PIPNX - Dividend Comparison
PISIX's dividend yield for the trailing twelve months is around 10.95%, more than PIPNX's 6.10% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
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% |
Drawdowns
PISIX vs. PIPNX - Drawdown Comparison
The maximum PISIX drawdown since its inception was -57.67%, which is greater than PIPNX's maximum drawdown of -13.40%. Use the drawdown chart below to compare losses from any high point for PISIX and PIPNX. For additional features, visit the drawdowns tool.
Volatility
PISIX vs. PIPNX - Volatility Comparison
PIMCO StocksPLUS International Fund (U.S. Dollar-Hedged) (PISIX) has a higher volatility of 2.48% compared to PIMCO Income Fund Class I-3 (PIPNX) at 0.93%. 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.