PSTIX vs. DXKLX
Compare and contrast key facts about PIMCO StocksPLUS Short Fund (PSTIX) and Direxion Monthly 7-10 Year Treasury Bull 1.75X Fund (DXKLX).
PSTIX is managed by PIMCO. It was launched on Jul 22, 2003. DXKLX is managed by Direxion. It was launched on Mar 31, 2005.
Performance
PSTIX vs. DXKLX - Performance Comparison
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PSTIX vs. DXKLX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PSTIX PIMCO StocksPLUS Short Fund | 5.33% | -8.24% | -11.28% | -11.01% | 17.41% | -60.95% | -20.83% | -20.27% | 5.21% | -14.04% |
DXKLX Direxion Monthly 7-10 Year Treasury Bull 1.75X Fund | -1.84% | 7.74% | -7.56% | -0.43% | -29.87% | -8.83% | 16.79% | 11.77% | -1.10% | 2.73% |
Returns By Period
In the year-to-date period, PSTIX achieves a 5.33% return, which is significantly higher than DXKLX's -1.84% return. Over the past 10 years, PSTIX has underperformed DXKLX with an annualized return of -15.33%, while DXKLX has yielded a comparatively higher -2.85% annualized return.
PSTIX
- 1D
- -2.67%
- 1M
- 4.85%
- YTD
- 5.33%
- 6M
- 5.65%
- 1Y
- -9.54%
- 3Y*
- -7.42%
- 5Y*
- -5.63%
- 10Y*
- -15.33%
DXKLX
- 1D
- 0.29%
- 1M
- -3.62%
- YTD
- -1.84%
- 6M
- -2.25%
- 1Y
- 0.04%
- 3Y*
- -2.57%
- 5Y*
- -6.89%
- 10Y*
- -2.85%
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PSTIX vs. DXKLX - Expense Ratio Comparison
PSTIX has a 0.64% expense ratio, which is lower than DXKLX's 1.35% expense ratio.
Return for Risk
PSTIX vs. DXKLX — Risk / Return Rank
PSTIX
DXKLX
PSTIX vs. DXKLX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for PIMCO StocksPLUS Short Fund (PSTIX) and Direxion Monthly 7-10 Year Treasury Bull 1.75X Fund (DXKLX). 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.
| PSTIX | DXKLX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -0.55 | 0.06 | -0.62 |
Sortino ratioReturn per unit of downside risk | -0.66 | 0.16 | -0.81 |
Omega ratioGain probability vs. loss probability | 0.90 | 1.02 | -0.12 |
Calmar ratioReturn relative to maximum drawdown | -0.34 | 0.18 | -0.52 |
Martin ratioReturn relative to average drawdown | -0.41 | 0.40 | -0.81 |
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
| PSTIX | DXKLX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.55 | 0.06 | -0.62 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.34 | -0.49 | +0.15 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | -0.65 | -0.23 | -0.42 |
Sharpe Ratio (All Time)Calculated using the full available price history | -0.53 | 0.17 | -0.70 |
Correlation
The correlation between PSTIX and DXKLX is 0.33, 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
PSTIX vs. DXKLX - Dividend Comparison
PSTIX has not paid dividends to shareholders, while DXKLX's dividend yield for the trailing twelve months is around 1.74%.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PSTIX PIMCO StocksPLUS Short Fund | 0.00% | 0.00% | 0.00% | 4.09% | 1.16% | 1.35% | 5.06% | 1.23% | 1.26% | 1.68% | 0.00% | 3.57% |
DXKLX Direxion Monthly 7-10 Year Treasury Bull 1.75X Fund | 1.74% | 13.38% | 1.11% | 0.00% | 0.00% | 0.00% | 4.39% | 7.54% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
PSTIX vs. DXKLX - Drawdown Comparison
The maximum PSTIX drawdown since its inception was -97.01%, which is greater than DXKLX's maximum drawdown of -47.64%. Use the drawdown chart below to compare losses from any high point for PSTIX and DXKLX.
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Drawdown Indicators
| PSTIX | DXKLX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -97.01% | -47.64% | -49.37% |
Max Drawdown (1Y)Largest decline over 1 year | -24.50% | -6.32% | -18.18% |
Max Drawdown (5Y)Largest decline over 5 years | -33.39% | -42.57% | +9.18% |
Max Drawdown (10Y)Largest decline over 10 years | -83.12% | -47.64% | -35.48% |
Current DrawdownCurrent decline from peak | -96.79% | -41.11% | -55.68% |
Average DrawdownAverage peak-to-trough decline | -67.76% | -14.80% | -52.96% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 20.29% | 2.82% | +17.47% |
Volatility
PSTIX vs. DXKLX - Volatility Comparison
PIMCO StocksPLUS Short Fund (PSTIX) has a higher volatility of 5.10% compared to Direxion Monthly 7-10 Year Treasury Bull 1.75X Fund (DXKLX) at 3.38%. This indicates that PSTIX's price experiences larger fluctuations and is considered to be riskier than DXKLX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PSTIX | DXKLX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.10% | 3.38% | +1.72% |
Volatility (6M)Calculated over the trailing 6-month period | 9.23% | 5.61% | +3.62% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.01% | 9.36% | +8.65% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.51% | 14.02% | +2.49% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.76% | 12.47% | +11.29% |