PSAIX vs. PISIX
Compare and contrast key facts about PIMCO Global Advantage Strategy Bond Fund (PSAIX) and PIMCO StocksPLUS International Fund (U.S. Dollar-Hedged) (PISIX).
PSAIX is managed by PIMCO. It was launched on Feb 4, 2009. PISIX is managed by PIMCO. It was launched on Oct 31, 2003.
Performance
PSAIX vs. PISIX - Performance Comparison
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PSAIX vs. PISIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PSAIX PIMCO Global Advantage Strategy Bond Fund | -2.18% | 8.87% | 3.21% | 7.91% | -11.07% | 1.11% | 7.76% | 8.94% | -0.60% | 7.86% |
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% | -10.00% | 18.81% |
Returns By Period
In the year-to-date period, PSAIX achieves a -2.18% return, which is significantly lower than PISIX's -0.85% return. Over the past 10 years, PSAIX has underperformed PISIX with an annualized return of 3.32%, while PISIX has yielded a comparatively higher 11.51% annualized return.
PSAIX
- 1D
- 0.39%
- 1M
- -4.23%
- YTD
- -2.18%
- 6M
- -0.48%
- 1Y
- 4.26%
- 3Y*
- 5.01%
- 5Y*
- 1.66%
- 10Y*
- 3.32%
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%
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PSAIX vs. PISIX - Expense Ratio Comparison
PSAIX has a 0.65% expense ratio, which is lower than PISIX's 0.76% expense ratio.
Return for Risk
PSAIX vs. PISIX — Risk / Return Rank
PSAIX
PISIX
PSAIX vs. PISIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for PIMCO Global Advantage Strategy Bond Fund (PSAIX) 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.
| PSAIX | PISIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.19 | 0.63 | +0.56 |
Sortino ratioReturn per unit of downside risk | 1.56 | 0.85 | +0.70 |
Omega ratioGain probability vs. loss probability | 1.23 | 1.14 | +0.09 |
Calmar ratioReturn relative to maximum drawdown | 1.07 | 0.64 | +0.43 |
Martin ratioReturn relative to average drawdown | 5.01 | 2.55 | +2.47 |
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
| PSAIX | PISIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.19 | 0.63 | +0.56 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.44 | 0.75 | -0.31 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.93 | 0.80 | +0.13 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.82 | 0.52 | +0.30 |
Correlation
The correlation between PSAIX 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.
Dividends
PSAIX vs. PISIX - Dividend Comparison
PSAIX's dividend yield for the trailing twelve months is around 3.94%, less than PISIX's 5.19% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PSAIX PIMCO Global Advantage Strategy Bond Fund | 3.94% | 4.22% | 3.66% | 3.14% | 4.10% | 4.61% | 2.20% | 2.79% | 2.43% | 1.83% | 2.03% | 2.52% |
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% |
Drawdowns
PSAIX vs. PISIX - Drawdown Comparison
The maximum PSAIX drawdown since its inception was -15.35%, smaller than the maximum PISIX drawdown of -57.47%. Use the drawdown chart below to compare losses from any high point for PSAIX and PISIX.
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Drawdown Indicators
| PSAIX | PISIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -15.35% | -57.47% | +42.12% |
Max Drawdown (1Y)Largest decline over 1 year | -4.61% | -12.81% | +8.20% |
Max Drawdown (5Y)Largest decline over 5 years | -15.35% | -18.93% | +3.58% |
Max Drawdown (10Y)Largest decline over 10 years | -15.35% | -35.44% | +20.09% |
Current DrawdownCurrent decline from peak | -4.23% | -9.44% | +5.21% |
Average DrawdownAverage peak-to-trough decline | -3.32% | -7.23% | +3.91% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.99% | 3.54% | -2.55% |
Volatility
PSAIX vs. PISIX - Volatility Comparison
The current volatility for PIMCO Global Advantage Strategy Bond Fund (PSAIX) is 2.37%, while PIMCO StocksPLUS International Fund (U.S. Dollar-Hedged) (PISIX) has a volatility of 6.58%. This indicates that PSAIX 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.
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Volatility by Period
| PSAIX | PISIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.37% | 6.58% | -4.21% |
Volatility (6M)Calculated over the trailing 6-month period | 2.94% | 11.37% | -8.43% |
Volatility (1Y)Calculated over the trailing 1-year period | 3.94% | 16.52% | -12.58% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 3.83% | 13.92% | -10.09% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 3.60% | 14.55% | -10.95% |