PSPTX vs. PSTKX
Compare and contrast key facts about PIMCO StocksPLUS Absolute Return Fund (PSPTX) and PIMCO StocksPLUS Fund (PSTKX).
PSPTX is managed by PIMCO. It was launched on Jun 28, 2002. PSTKX is managed by PIMCO. It was launched on May 13, 1993.
Performance
PSPTX vs. PSTKX - Performance Comparison
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PSPTX vs. PSTKX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PSPTX PIMCO StocksPLUS Absolute Return Fund | -8.50% | 16.07% | 25.78% | 26.92% | -22.08% | 27.99% | 18.86% | 36.66% | -5.65% | 23.90% |
PSTKX PIMCO StocksPLUS Fund | -7.47% | 11.51% | 25.03% | 26.53% | -21.20% | 28.03% | 18.27% | 46.11% | -5.56% | 22.42% |
Returns By Period
In the year-to-date period, PSPTX achieves a -8.50% return, which is significantly lower than PSTKX's -7.47% return. Both investments have delivered pretty close results over the past 10 years, with PSPTX having a 13.76% annualized return and PSTKX not far ahead at 13.82%.
PSPTX
- 1D
- -0.17%
- 1M
- -9.29%
- YTD
- -8.50%
- 6M
- -8.52%
- 1Y
- 10.20%
- 3Y*
- 16.53%
- 5Y*
- 9.72%
- 10Y*
- 13.76%
PSTKX
- 1D
- -0.34%
- 1M
- -8.05%
- YTD
- -7.47%
- 6M
- -10.26%
- 1Y
- 7.63%
- 3Y*
- 14.99%
- 5Y*
- 9.21%
- 10Y*
- 13.82%
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PSPTX vs. PSTKX - Expense Ratio Comparison
PSPTX has a 0.65% expense ratio, which is higher than PSTKX's 0.51% expense ratio.
Return for Risk
PSPTX vs. PSTKX — Risk / Return Rank
PSPTX
PSTKX
PSPTX vs. PSTKX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for PIMCO StocksPLUS Absolute Return Fund (PSPTX) and PIMCO StocksPLUS Fund (PSTKX). 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.
| PSPTX | PSTKX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.57 | 0.43 | +0.14 |
Sortino ratioReturn per unit of downside risk | 0.91 | 0.71 | +0.20 |
Omega ratioGain probability vs. loss probability | 1.14 | 1.11 | +0.03 |
Calmar ratioReturn relative to maximum drawdown | 0.62 | 0.42 | +0.20 |
Martin ratioReturn relative to average drawdown | 2.28 | 1.36 | +0.93 |
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
| PSPTX | PSTKX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.57 | 0.43 | +0.14 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.55 | 0.53 | +0.02 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.73 | 0.74 | -0.01 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.57 | 0.53 | +0.03 |
Correlation
The correlation between PSPTX and PSTKX is 0.98, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
PSPTX vs. PSTKX - Dividend Comparison
PSPTX's dividend yield for the trailing twelve months is around 14.66%, more than PSTKX's 13.99% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PSPTX PIMCO StocksPLUS Absolute Return Fund | 14.66% | 14.54% | 10.60% | 2.60% | 4.72% | 32.14% | 4.56% | 11.00% | 11.46% | 17.93% | 0.16% | 5.71% |
PSTKX PIMCO StocksPLUS Fund | 13.99% | 12.67% | 12.28% | 2.89% | 9.61% | 14.34% | 3.96% | 23.49% | 20.86% | 1.32% | 1.03% | 10.86% |
Drawdowns
PSPTX vs. PSTKX - Drawdown Comparison
The maximum PSPTX drawdown since its inception was -61.82%, roughly equal to the maximum PSTKX drawdown of -62.59%. Use the drawdown chart below to compare losses from any high point for PSPTX and PSTKX.
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Drawdown Indicators
| PSPTX | PSTKX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -61.82% | -62.59% | +0.77% |
Max Drawdown (1Y)Largest decline over 1 year | -13.41% | -13.72% | +0.31% |
Max Drawdown (5Y)Largest decline over 5 years | -28.53% | -27.37% | -1.16% |
Max Drawdown (10Y)Largest decline over 10 years | -39.47% | -36.45% | -3.02% |
Current DrawdownCurrent decline from peak | -12.70% | -13.72% | +1.02% |
Average DrawdownAverage peak-to-trough decline | -6.79% | -9.38% | +2.59% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.67% | 4.28% | -0.61% |
Volatility
PSPTX vs. PSTKX - Volatility Comparison
PIMCO StocksPLUS Absolute Return Fund (PSPTX) has a higher volatility of 4.91% compared to PIMCO StocksPLUS Fund (PSTKX) at 4.32%. This indicates that PSPTX's price experiences larger fluctuations and is considered to be riskier than PSTKX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PSPTX | PSTKX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.91% | 4.32% | +0.59% |
Volatility (6M)Calculated over the trailing 6-month period | 10.38% | 11.13% | -0.75% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.40% | 19.52% | -0.12% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.67% | 17.35% | +0.32% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.86% | 18.66% | +0.20% |