PSKIX vs. PONAX
Compare and contrast key facts about PIMCO StocksPLUS International Fund (Unhedged) (PSKIX) and PIMCO Income Fund Class A (PONAX).
PSKIX is managed by PIMCO. It was launched on Nov 30, 2006. PONAX is managed by PIMCO. It was launched on Apr 2, 2007.
Performance
PSKIX vs. PONAX - Performance Comparison
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PSKIX vs. PONAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PSKIX PIMCO StocksPLUS International Fund (Unhedged) | -3.16% | 29.49% | 2.59% | 17.88% | -18.66% | 11.14% | 8.77% | 23.23% | -14.91% | 27.10% |
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, PSKIX achieves a -3.16% return, which is significantly lower than PONAX's -1.42% return. Over the past 10 years, PSKIX has outperformed PONAX with an annualized return of 8.14%, while PONAX has yielded a comparatively lower 4.25% annualized return.
PSKIX
- 1D
- 0.00%
- 1M
- -12.24%
- YTD
- -3.16%
- 6M
- 1.07%
- 1Y
- 18.63%
- 3Y*
- 11.98%
- 5Y*
- 5.85%
- 10Y*
- 8.14%
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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PSKIX vs. PONAX - Expense Ratio Comparison
PSKIX has a 0.65% expense ratio, which is lower than PONAX's 1.02% expense ratio.
Return for Risk
PSKIX vs. PONAX — Risk / Return Rank
PSKIX
PONAX
PSKIX vs. PONAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for PIMCO StocksPLUS International Fund (Unhedged) (PSKIX) 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.
| PSKIX | PONAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.94 | 1.48 | -0.53 |
Sortino ratioReturn per unit of downside risk | 1.31 | 2.11 | -0.80 |
Omega ratioGain probability vs. loss probability | 1.20 | 1.28 | -0.07 |
Calmar ratioReturn relative to maximum drawdown | 1.14 | 1.76 | -0.61 |
Martin ratioReturn relative to average drawdown | 4.53 | 7.07 | -2.54 |
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
| PSKIX | PONAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.94 | 1.48 | -0.53 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.38 | 0.64 | -0.26 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.52 | 1.03 | -0.51 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.27 | 1.47 | -1.21 |
Correlation
The correlation between PSKIX and PONAX 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
PSKIX vs. PONAX - Dividend Comparison
PSKIX's dividend yield for the trailing twelve months is around 2.52%, less than PONAX's 5.20% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PSKIX PIMCO StocksPLUS International Fund (Unhedged) | 2.52% | 1.57% | 6.23% | 1.53% | 43.17% | 32.03% | 0.58% | 1.77% | 17.85% | 5.71% | 0.00% | 6.99% |
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
PSKIX vs. PONAX - Drawdown Comparison
The maximum PSKIX drawdown since its inception was -64.91%, which is greater than PONAX's maximum drawdown of -13.64%. Use the drawdown chart below to compare losses from any high point for PSKIX and PONAX.
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Drawdown Indicators
| PSKIX | PONAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -64.91% | -13.64% | -51.27% |
Max Drawdown (1Y)Largest decline over 1 year | -12.34% | -3.69% | -8.65% |
Max Drawdown (5Y)Largest decline over 5 years | -33.21% | -13.64% | -19.57% |
Max Drawdown (10Y)Largest decline over 10 years | -38.59% | -13.64% | -24.95% |
Current DrawdownCurrent decline from peak | -12.24% | -3.24% | -9.00% |
Average DrawdownAverage peak-to-trough decline | -10.93% | -1.80% | -9.13% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.42% | 0.92% | +2.50% |
Volatility
PSKIX vs. PONAX - Volatility Comparison
PIMCO StocksPLUS International Fund (Unhedged) (PSKIX) has a higher volatility of 6.86% compared to PIMCO Income Fund Class A (PONAX) at 1.88%. This indicates that PSKIX'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
| PSKIX | PONAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.86% | 1.88% | +4.98% |
Volatility (6M)Calculated over the trailing 6-month period | 10.32% | 2.61% | +7.71% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.41% | 4.24% | +13.17% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.64% | 4.72% | +10.92% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.70% | 4.16% | +11.54% |