PSCSX vs. PONPX
Compare and contrast key facts about PIMCO StocksPLUS Small Fund (PSCSX) and PIMCO Income Fund Class I-2 (PONPX).
PSCSX is managed by PIMCO. It was launched on Mar 31, 2006. PONPX is managed by PIMCO.
Performance
PSCSX vs. PONPX - Performance Comparison
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PSCSX vs. PONPX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PSCSX PIMCO StocksPLUS Small Fund | -0.36% | 12.57% | 12.60% | 17.09% | -23.95% | 14.15% | 19.50% | 30.55% | -12.05% | 17.64% |
PONPX PIMCO Income Fund Class I-2 | -1.01% | 10.96% | 5.33% | 9.24% | -9.14% | 2.51% | 5.73% | 7.99% | 0.53% | 8.52% |
Returns By Period
In the year-to-date period, PSCSX achieves a -0.36% return, which is significantly higher than PONPX's -1.01% return. Over the past 10 years, PSCSX has outperformed PONPX with an annualized return of 10.21%, while PONPX has yielded a comparatively lower 4.59% annualized return.
PSCSX
- 1D
- 3.60%
- 1M
- -7.13%
- YTD
- -0.36%
- 6M
- 0.36%
- 1Y
- 22.87%
- 3Y*
- 13.00%
- 5Y*
- 2.33%
- 10Y*
- 10.21%
PONPX
- 1D
- 0.37%
- 1M
- -2.36%
- YTD
- -1.01%
- 6M
- 1.30%
- 1Y
- 6.17%
- 3Y*
- 7.22%
- 5Y*
- 3.32%
- 10Y*
- 4.59%
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PSCSX vs. PONPX - Expense Ratio Comparison
PSCSX has a 0.70% expense ratio, which is lower than PONPX's 0.72% expense ratio.
Return for Risk
PSCSX vs. PONPX — Risk / Return Rank
PSCSX
PONPX
PSCSX vs. PONPX - 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 I-2 (PONPX). 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 | PONPX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.96 | 1.51 | -0.55 |
Sortino ratioReturn per unit of downside risk | 1.45 | 2.16 | -0.71 |
Omega ratioGain probability vs. loss probability | 1.19 | 1.28 | -0.10 |
Calmar ratioReturn relative to maximum drawdown | 1.33 | 1.98 | -0.64 |
Martin ratioReturn relative to average drawdown | 4.91 | 7.83 | -2.92 |
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 | PONPX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.96 | 1.51 | -0.55 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.10 | 0.70 | -0.60 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.42 | 1.10 | -0.68 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.38 | 1.82 | -1.44 |
Correlation
The correlation between PSCSX and PONPX is 0.22, 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. PONPX - Dividend Comparison
PSCSX's dividend yield for the trailing twelve months is around 4.20%, less than PONPX's 5.46% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PSCSX PIMCO StocksPLUS Small Fund | 4.20% | 5.63% | 4.34% | 2.36% | 26.32% | 19.21% | 5.69% | 8.77% | 12.86% | 5.84% | 3.41% | 8.45% |
PONPX PIMCO Income Fund Class I-2 | 5.46% | 5.91% | 6.16% | 6.11% | 4.89% | 3.92% | 4.78% | 5.73% | 5.56% | 5.27% | 5.42% | 7.77% |
Drawdowns
PSCSX vs. PONPX - Drawdown Comparison
The maximum PSCSX drawdown since its inception was -58.02%, which is greater than PONPX's maximum drawdown of -13.41%. Use the drawdown chart below to compare losses from any high point for PSCSX and PONPX.
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Drawdown Indicators
| PSCSX | PONPX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -58.02% | -13.41% | -44.61% |
Max Drawdown (1Y)Largest decline over 1 year | -15.12% | -3.69% | -11.43% |
Max Drawdown (5Y)Largest decline over 5 years | -35.03% | -13.41% | -21.62% |
Max Drawdown (10Y)Largest decline over 10 years | -46.15% | -13.41% | -32.74% |
Current DrawdownCurrent decline from peak | -9.05% | -2.88% | -6.17% |
Average DrawdownAverage peak-to-trough decline | -10.29% | -1.44% | -8.85% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.11% | 0.93% | +3.18% |
Volatility
PSCSX vs. PONPX - Volatility Comparison
PIMCO StocksPLUS Small Fund (PSCSX) has a higher volatility of 8.14% compared to PIMCO Income Fund Class I-2 (PONPX) at 1.90%. This indicates that PSCSX's price experiences larger fluctuations and is considered to be riskier than PONPX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PSCSX | PONPX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.14% | 1.90% | +6.24% |
Volatility (6M)Calculated over the trailing 6-month period | 15.38% | 2.66% | +12.72% |
Volatility (1Y)Calculated over the trailing 1-year period | 24.30% | 4.28% | +20.02% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 23.44% | 4.74% | +18.70% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 24.18% | 4.19% | +19.99% |