PSCSX vs. PONAX
Compare and contrast key facts about PIMCO StocksPLUS Small Fund (PSCSX) and PIMCO Income Fund Class A (PONAX).
PSCSX is managed by PIMCO. It was launched on Mar 31, 2006. PONAX is managed by PIMCO. It was launched on Apr 2, 2007.
Performance
PSCSX vs. PONAX - Performance Comparison
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PSCSX vs. PONAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PSCSX PIMCO StocksPLUS Small Fund | -3.82% | 12.57% | 12.60% | 17.09% | -23.95% | 14.15% | 19.50% | 30.55% | -12.05% | 17.64% |
PONAX PIMCO Income Fund Class A | -1.42% | 10.63% | 5.02% | 8.96% | -9.34% | 2.21% | 5.40% | 7.65% | 0.21% | 8.19% |
Returns By Period
In the year-to-date period, PSCSX achieves a -3.82% return, which is significantly lower than PONAX's -1.42% return. Over the past 10 years, PSCSX has outperformed PONAX with an annualized return of 9.82%, while PONAX has yielded a comparatively lower 4.25% annualized return.
PSCSX
- 1D
- -1.23%
- 1M
- -9.85%
- YTD
- -3.82%
- 6M
- -2.90%
- 1Y
- 18.76%
- 3Y*
- 11.68%
- 5Y*
- 1.92%
- 10Y*
- 9.82%
PONAX
- 1D
- 0.47%
- 1M
- -3.24%
- YTD
- -1.42%
- 6M
- 0.98%
- 1Y
- 5.68%
- 3Y*
- 6.79%
- 5Y*
- 3.00%
- 10Y*
- 4.25%
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PSCSX vs. PONAX - Expense Ratio Comparison
PSCSX has a 0.70% expense ratio, which is lower than PONAX's 1.02% expense ratio.
Return for Risk
PSCSX vs. PONAX — Risk / Return Rank
PSCSX
PONAX
PSCSX vs. PONAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for PIMCO StocksPLUS Small Fund (PSCSX) and PIMCO Income Fund Class A (PONAX). 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.
| PSCSX | PONAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.77 | 1.48 | -0.71 |
Sortino ratioReturn per unit of downside risk | 1.20 | 2.11 | -0.90 |
Omega ratioGain probability vs. loss probability | 1.15 | 1.28 | -0.12 |
Calmar ratioReturn relative to maximum drawdown | 0.99 | 1.76 | -0.77 |
Martin ratioReturn relative to average drawdown | 3.69 | 7.07 | -3.37 |
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
| PSCSX | PONAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.77 | 1.48 | -0.71 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.08 | 0.64 | -0.56 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.41 | 1.03 | -0.62 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.37 | 1.47 | -1.10 |
Correlation
The correlation between PSCSX and PONAX is 0.20, 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
PSCSX vs. PONAX - Dividend Comparison
PSCSX's dividend yield for the trailing twelve months is around 4.35%, less than PONAX's 5.20% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PSCSX PIMCO StocksPLUS Small Fund | 4.35% | 5.63% | 4.34% | 2.36% | 26.32% | 19.21% | 5.69% | 8.77% | 12.86% | 5.84% | 3.41% | 8.45% |
PONAX PIMCO Income Fund Class A | 5.20% | 5.61% | 5.86% | 5.86% | 4.66% | 3.62% | 4.48% | 5.42% | 5.24% | 4.97% | 5.13% | 7.45% |
Drawdowns
PSCSX vs. PONAX - Drawdown Comparison
The maximum PSCSX drawdown since its inception was -58.02%, which is greater than PONAX's maximum drawdown of -13.64%. Use the drawdown chart below to compare losses from any high point for PSCSX and PONAX.
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Drawdown Indicators
| PSCSX | PONAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -58.02% | -13.64% | -44.38% |
Max Drawdown (1Y)Largest decline over 1 year | -15.12% | -3.69% | -11.43% |
Max Drawdown (5Y)Largest decline over 5 years | -35.03% | -13.64% | -21.39% |
Max Drawdown (10Y)Largest decline over 10 years | -46.15% | -13.64% | -32.51% |
Current DrawdownCurrent decline from peak | -12.21% | -3.24% | -8.97% |
Average DrawdownAverage peak-to-trough decline | -10.29% | -1.80% | -8.49% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.20% | 0.92% | +3.28% |
Volatility
PSCSX vs. PONAX - Volatility Comparison
PIMCO StocksPLUS Small Fund (PSCSX) has a higher volatility of 7.13% compared to PIMCO Income Fund Class A (PONAX) at 1.88%. This indicates that PSCSX's price experiences larger fluctuations and is considered to be riskier than PONAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PSCSX | PONAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.13% | 1.88% | +5.25% |
Volatility (6M)Calculated over the trailing 6-month period | 15.00% | 2.61% | +12.39% |
Volatility (1Y)Calculated over the trailing 1-year period | 24.09% | 4.24% | +19.85% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 23.39% | 4.72% | +18.67% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 24.15% | 4.16% | +19.99% |