PSTIX vs. PFORX
Compare and contrast key facts about PIMCO StocksPLUS Short Fund (PSTIX) and PIMCO International Bond Fund (U.S. Dollar-Hedged) (PFORX).
PSTIX is managed by PIMCO. It was launched on Jul 22, 2003. PFORX is managed by PIMCO. It was launched on Dec 1, 1992.
Performance
PSTIX vs. PFORX - Performance Comparison
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PSTIX vs. PFORX - 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% |
PFORX PIMCO International Bond Fund (U.S. Dollar-Hedged) | -1.93% | 4.33% | 5.70% | 9.52% | -10.33% | -1.67% | 6.17% | 7.64% | 2.64% | 3.52% |
Returns By Period
In the year-to-date period, PSTIX achieves a 5.33% return, which is significantly higher than PFORX's -1.93% return. Over the past 10 years, PSTIX has underperformed PFORX with an annualized return of -15.33%, while PFORX has yielded a comparatively higher 2.80% 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%
PFORX
- 1D
- 0.31%
- 1M
- -3.10%
- YTD
- -1.93%
- 6M
- -0.89%
- 1Y
- 1.84%
- 3Y*
- 4.82%
- 5Y*
- 1.13%
- 10Y*
- 2.80%
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PSTIX vs. PFORX - Expense Ratio Comparison
PSTIX has a 0.64% expense ratio, which is higher than PFORX's 0.50% expense ratio.
Return for Risk
PSTIX vs. PFORX — Risk / Return Rank
PSTIX
PFORX
PSTIX vs. PFORX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for PIMCO StocksPLUS Short Fund (PSTIX) and PIMCO International Bond Fund (U.S. Dollar-Hedged) (PFORX). 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 | PFORX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -0.55 | 0.61 | -1.17 |
Sortino ratioReturn per unit of downside risk | -0.66 | 0.86 | -1.51 |
Omega ratioGain probability vs. loss probability | 0.90 | 1.12 | -0.21 |
Calmar ratioReturn relative to maximum drawdown | -0.34 | 0.66 | -1.00 |
Martin ratioReturn relative to average drawdown | -0.41 | 2.97 | -3.39 |
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 | PFORX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.55 | 0.61 | -1.17 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.34 | 0.33 | -0.67 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | -0.65 | 0.91 | -1.56 |
Sharpe Ratio (All Time)Calculated using the full available price history | -0.53 | 1.25 | -1.79 |
Correlation
The correlation between PSTIX and PFORX is 0.10, 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. PFORX - Dividend Comparison
PSTIX has not paid dividends to shareholders, while PFORX's dividend yield for the trailing twelve months is around 3.86%.
| 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% |
PFORX PIMCO International Bond Fund (U.S. Dollar-Hedged) | 3.86% | 4.23% | 4.91% | 3.02% | 3.65% | 1.55% | 2.46% | 6.86% | 2.90% | 1.46% | 1.38% | 9.12% |
Drawdowns
PSTIX vs. PFORX - Drawdown Comparison
The maximum PSTIX drawdown since its inception was -97.01%, which is greater than PFORX's maximum drawdown of -13.87%. Use the drawdown chart below to compare losses from any high point for PSTIX and PFORX.
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Drawdown Indicators
| PSTIX | PFORX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -97.01% | -13.87% | -83.14% |
Max Drawdown (1Y)Largest decline over 1 year | -24.50% | -3.99% | -20.51% |
Max Drawdown (5Y)Largest decline over 5 years | -33.39% | -13.71% | -19.68% |
Max Drawdown (10Y)Largest decline over 10 years | -83.12% | -13.87% | -69.25% |
Current DrawdownCurrent decline from peak | -96.79% | -3.39% | -93.40% |
Average DrawdownAverage peak-to-trough decline | -67.76% | -1.95% | -65.81% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 20.29% | 0.89% | +19.40% |
Volatility
PSTIX vs. PFORX - Volatility Comparison
PIMCO StocksPLUS Short Fund (PSTIX) has a higher volatility of 5.10% compared to PIMCO International Bond Fund (U.S. Dollar-Hedged) (PFORX) at 1.99%. This indicates that PSTIX's price experiences larger fluctuations and is considered to be riskier than PFORX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PSTIX | PFORX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.10% | 1.99% | +3.11% |
Volatility (6M)Calculated over the trailing 6-month period | 9.23% | 2.55% | +6.68% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.01% | 3.39% | +14.62% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.51% | 3.47% | +13.04% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.76% | 3.08% | +20.68% |