PSTIX vs. DXQLX
Compare and contrast key facts about PIMCO StocksPLUS Short Fund (PSTIX) and Direxion Monthly NASDAQ-100 Bull 1.75X Fund (DXQLX).
PSTIX is managed by PIMCO. It was launched on Jul 22, 2003. DXQLX is a passively managed fund by Direxion that tracks the performance of the . It was launched on May 1, 2006.
Performance
PSTIX vs. DXQLX - Performance Comparison
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PSTIX vs. DXQLX - 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% |
DXQLX Direxion Monthly NASDAQ-100 Bull 1.75X Fund | -11.33% | 29.99% | 39.26% | 97.59% | -57.72% | 55.98% | 100.94% | 79.36% | -81.54% | 743.06% |
Returns By Period
In the year-to-date period, PSTIX achieves a 5.33% return, which is significantly higher than DXQLX's -11.33% return. Over the past 10 years, PSTIX has underperformed DXQLX with an annualized return of -15.33%, while DXQLX has yielded a comparatively higher 29.62% 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%
DXQLX
- 1D
- 6.38%
- 1M
- -9.02%
- YTD
- -11.33%
- 6M
- -9.50%
- 1Y
- 34.39%
- 3Y*
- 32.72%
- 5Y*
- 14.44%
- 10Y*
- 29.62%
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PSTIX vs. DXQLX - Expense Ratio Comparison
PSTIX has a 0.64% expense ratio, which is lower than DXQLX's 1.39% expense ratio.
Return for Risk
PSTIX vs. DXQLX — Risk / Return Rank
PSTIX
DXQLX
PSTIX vs. DXQLX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for PIMCO StocksPLUS Short Fund (PSTIX) and Direxion Monthly NASDAQ-100 Bull 1.75X Fund (DXQLX). 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 | DXQLX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -0.55 | 0.90 | -1.45 |
Sortino ratioReturn per unit of downside risk | -0.66 | 1.56 | -2.22 |
Omega ratioGain probability vs. loss probability | 0.90 | 1.21 | -0.31 |
Calmar ratioReturn relative to maximum drawdown | -0.34 | 1.64 | -1.98 |
Martin ratioReturn relative to average drawdown | -0.41 | 5.76 | -6.17 |
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 | DXQLX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.55 | 0.90 | -1.45 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.34 | 0.34 | -0.69 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | -0.65 | 0.09 | -0.74 |
Sharpe Ratio (All Time)Calculated using the full available price history | -0.53 | 0.01 | -0.55 |
Correlation
The correlation between PSTIX and DXQLX is -0.84. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
Dividends
PSTIX vs. DXQLX - Dividend Comparison
PSTIX has not paid dividends to shareholders, while DXQLX's dividend yield for the trailing twelve months is around 16.69%.
| 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% |
DXQLX Direxion Monthly NASDAQ-100 Bull 1.75X Fund | 16.69% | 14.50% | 0.33% | 0.00% | 0.00% | 11.75% | 10.90% | 3.37% | 7.37% | 5.72% | 0.00% | 0.00% |
Drawdowns
PSTIX vs. DXQLX - Drawdown Comparison
The maximum PSTIX drawdown since its inception was -97.01%, roughly equal to the maximum DXQLX drawdown of -97.24%. Use the drawdown chart below to compare losses from any high point for PSTIX and DXQLX.
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Drawdown Indicators
| PSTIX | DXQLX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -97.01% | -97.24% | +0.23% |
Max Drawdown (1Y)Largest decline over 1 year | -24.50% | -22.05% | -2.45% |
Max Drawdown (5Y)Largest decline over 5 years | -33.39% | -60.79% | +27.40% |
Max Drawdown (10Y)Largest decline over 10 years | -83.12% | -87.23% | +4.11% |
Current DrawdownCurrent decline from peak | -96.79% | -16.89% | -79.90% |
Average DrawdownAverage peak-to-trough decline | -67.76% | -66.35% | -1.41% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 20.29% | 6.29% | +14.00% |
Volatility
PSTIX vs. DXQLX - Volatility Comparison
The current volatility for PIMCO StocksPLUS Short Fund (PSTIX) is 5.10%, while Direxion Monthly NASDAQ-100 Bull 1.75X Fund (DXQLX) has a volatility of 11.85%. This indicates that PSTIX experiences smaller price fluctuations and is considered to be less risky than DXQLX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PSTIX | DXQLX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.10% | 11.85% | -6.75% |
Volatility (6M)Calculated over the trailing 6-month period | 9.23% | 22.83% | -13.60% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.01% | 40.60% | -22.59% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.51% | 42.31% | -25.80% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.76% | 316.45% | -292.69% |