PSTIX vs. PHPIX
PSTIX (PIMCO StocksPLUS Short Fund) and PHPIX (ProFunds Pharmaceuticals UltraSector Fund) are both mutual funds - PSTIX is a Inverse Equities fund managed by PIMCO, while PHPIX is a Leveraged Equities fund managed by ProFunds. Over the past 10 years, PSTIX returned -9.92%/yr vs 7.93%/yr for PHPIX. Their -0.65 correlation means they have often moved in opposite directions in the past. PSTIX charges 0.64%/yr vs 1.78%/yr for PHPIX.
Performance
PSTIX vs. PHPIX - Performance Comparison
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Returns By Period
In the year-to-date period, PSTIX achieves a -5.26% return, which is significantly lower than PHPIX's 34.39% return. Over the past 10 years, PSTIX has underperformed PHPIX with an annualized return of -9.92%, while PHPIX has yielded a comparatively higher 7.93% annualized return.
PSTIX
- 1D
- -1.59%
- 1M
- 0.65%
- 6M
- -4.53%
- YTD
- -5.26%
- 1Y
- -10.18%
- 3Y*
- -8.25%
- 5Y*
- -5.88%
- 10Y*
- -9.92%
- ALL TIME*
- -7.70%
PHPIX
- 1D
- 2.18%
- 1M
- 5.47%
- 6M
- 37.78%
- YTD
- 34.39%
- 1Y
- 105.72%
- 3Y*
- 20.73%
- 5Y*
- 12.17%
- 10Y*
- 7.93%
- ALL TIME*
- 4.73%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
PSTIX vs. PHPIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PSTIX PIMCO StocksPLUS Short Fund | -5.26% | -8.24% | -11.28% | -11.01% | 17.41% | -21.89% | -20.83% | -20.27% | 5.21% | -14.04% |
PHPIX ProFunds Pharmaceuticals UltraSector Fund | 34.39% | 41.41% | 1.36% | -11.28% | -10.73% | 28.10% | 15.48% | 19.98% | -14.91% | 10.19% |
Correlation
The correlation between PSTIX and PHPIX is -0.39, meaning they have often moved in opposite directions in the past. This relationship can weaken or reverse as market conditions change.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | -0.39 |
Correlation (3Y) Balances recent behavior with more history. | -0.51 |
Correlation (5Y) Shows whether the relationship held over a longer period. | -0.56 |
Correlation (10Y) Provides a long-term view across more market conditions. | -0.59 |
Correlation (All Time) Calculated using the full available price history since Jan 2, 2004 | -0.65 |
Over the past year, the inverse relationship between PSTIX and PHPIX has weakened: their correlation has moved from -0.65 to -0.39, meaning they move in opposite directions less often than they have historically.
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Return for Risk
PSTIX vs. PHPIX — Risk / Return Rank
PSTIX
PHPIX
PSTIX vs. PHPIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for PIMCO StocksPLUS Short Fund (PSTIX) and ProFunds Pharmaceuticals UltraSector Fund (PHPIX). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| PSTIX | PHPIX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -3.75 | ||
| Sortino ratioReturn per unit of downside risk | -4.61 | ||
| Omega ratioGain probability vs. loss probability | 0.90 | 1.45 | -0.55 |
| Calmar ratioReturn relative to maximum drawdown | -0.54 | 5.84 | -6.38 |
| Martin ratioReturn relative to average drawdown | -1.01 | 20.23 | -21.25 |
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Drawdowns
PSTIX vs. PHPIX - Drawdown Comparison
The maximum PSTIX drawdown since its inception was -90.52%, which is greater than PHPIX's maximum drawdown of -77.37%. Use the drawdown chart below to compare losses from any high point for PSTIX and PHPIX.
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Drawdown Indicators
| PSTIX | PHPIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -90.52% | -77.37% | -13.15% |
Max Drawdown (1Y)Largest decline over 1 year | -15.05% | -17.65% | +2.60% |
Max Drawdown (3Y)Largest decline over 3 years | -33.92% | -35.00% | +1.08% |
Max Drawdown (5Y)Largest decline over 5 years | -37.53% | -39.21% | +1.68% |
Max Drawdown (10Y)Largest decline over 10 years | -67.42% | -45.46% | -21.96% |
Current DrawdownCurrent decline from peak | -90.23% | -0.92% | -89.31% |
Average DrawdownAverage peak-to-trough decline | -57.40% | -31.52% | -25.88% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 7.99% | 5.09% | +2.90% |
Volatility
PSTIX vs. PHPIX - Volatility Comparison
The current volatility for PIMCO StocksPLUS Short Fund (PSTIX) is 3.19%, while ProFunds Pharmaceuticals UltraSector Fund (PHPIX) has a volatility of 11.50%. This indicates that PSTIX experiences smaller price fluctuations and is considered to be less risky than PHPIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PSTIX | PHPIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.19% | 11.50% | -8.31% |
Volatility (6M)Calculated over the trailing 6-month period | 9.63% | 25.69% | -16.06% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.47% | 33.29% | -20.82% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.56% | 28.81% | -12.25% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.50% | 28.15% | -10.65% |
PSTIX vs. PHPIX - Expense Ratio Comparison
PSTIX has a 0.64% expense ratio, which is lower than PHPIX's 1.78% expense ratio.
Dividends
PSTIX vs. PHPIX - Dividend Comparison
PSTIX's dividend yield for the trailing twelve months is around 0.89%, more than PHPIX's 0.66% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PHPIX ProFunds Pharmaceuticals UltraSector Fund | 0.66% | 0.89% | 1.06% | 0.48% | 0.00% | 11.83% | 0.38% | 0.00% | 4.17% | 0.00% | 0.00% | 0.08% |
PSTIX PIMCO StocksPLUS Short Fund | 0.89% | 0.00% | 0.00% | 4.09% | 1.16% | 0.68% | 5.06% | 1.23% | 1.26% | 1.68% | 0.00% | 3.57% |
Frequently Asked Questions
PSTIX and PHPIX have a correlation of -0.39, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
PHPIX has higher volatility (11.50%) compared to PSTIX (3.19%). In terms of maximum drawdown, PSTIX dropped -90.52% vs PHPIX's -77.37%.
PHPIX currently has the higher Sharpe Ratio (3.10 vs -0.65), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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