PSTIX vs. PIMIX
Compare and contrast key facts about PIMCO StocksPLUS Short Fund (PSTIX) and PIMCO Income Fund Institutional Class (PIMIX).
PSTIX is managed by PIMCO. It was launched on Jul 22, 2003. PIMIX is managed by PIMCO. It was launched on Mar 30, 2007.
Performance
PSTIX vs. PIMIX - Performance Comparison
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PSTIX vs. PIMIX - 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% |
PIMIX PIMCO Income Fund Institutional Class | -0.99% | 11.08% | 5.45% | 9.36% | -9.07% | 2.62% | 5.84% | 8.10% | 0.63% | 8.63% |
Returns By Period
In the year-to-date period, PSTIX achieves a 5.33% return, which is significantly higher than PIMIX's -0.99% return. Over the past 10 years, PSTIX has underperformed PIMIX with an annualized return of -15.33%, while PIMIX has yielded a comparatively higher 4.70% 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%
PIMIX
- 1D
- 0.37%
- 1M
- -2.36%
- YTD
- -0.99%
- 6M
- 1.34%
- 1Y
- 6.26%
- 3Y*
- 7.33%
- 5Y*
- 3.42%
- 10Y*
- 4.70%
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PSTIX vs. PIMIX - Expense Ratio Comparison
PSTIX has a 0.64% expense ratio, which is higher than PIMIX's 0.62% expense ratio.
Return for Risk
PSTIX vs. PIMIX — Risk / Return Rank
PSTIX
PIMIX
PSTIX vs. PIMIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for PIMCO StocksPLUS Short Fund (PSTIX) and PIMCO Income Fund Institutional Class (PIMIX). 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 | PIMIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -0.55 | 1.53 | -2.08 |
Sortino ratioReturn per unit of downside risk | -0.66 | 2.20 | -2.85 |
Omega ratioGain probability vs. loss probability | 0.90 | 1.29 | -0.38 |
Calmar ratioReturn relative to maximum drawdown | -0.34 | 2.01 | -2.35 |
Martin ratioReturn relative to average drawdown | -0.41 | 7.95 | -8.36 |
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 | PIMIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.55 | 1.53 | -2.08 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.34 | 0.72 | -1.07 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | -0.65 | 1.12 | -1.77 |
Sharpe Ratio (All Time)Calculated using the full available price history | -0.53 | 1.56 | -2.09 |
Correlation
The correlation between PSTIX and PIMIX is -0.05. 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. PIMIX - Dividend Comparison
PSTIX has not paid dividends to shareholders, while PIMIX's dividend yield for the trailing twelve months is around 5.55%.
| 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% |
PIMIX PIMCO Income Fund Institutional Class | 5.55% | 6.01% | 6.27% | 6.21% | 4.98% | 4.02% | 4.88% | 5.83% | 5.66% | 5.37% | 5.52% | 7.88% |
Drawdowns
PSTIX vs. PIMIX - Drawdown Comparison
The maximum PSTIX drawdown since its inception was -97.01%, which is greater than PIMIX's maximum drawdown of -13.39%. Use the drawdown chart below to compare losses from any high point for PSTIX and PIMIX.
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Drawdown Indicators
| PSTIX | PIMIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -97.01% | -13.39% | -83.62% |
Max Drawdown (1Y)Largest decline over 1 year | -24.50% | -3.69% | -20.81% |
Max Drawdown (5Y)Largest decline over 5 years | -33.39% | -13.34% | -20.05% |
Max Drawdown (10Y)Largest decline over 10 years | -83.12% | -13.39% | -69.73% |
Current DrawdownCurrent decline from peak | -96.79% | -2.88% | -93.91% |
Average DrawdownAverage peak-to-trough decline | -67.76% | -1.69% | -66.07% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 20.29% | 0.93% | +19.36% |
Volatility
PSTIX vs. PIMIX - Volatility Comparison
PIMCO StocksPLUS Short Fund (PSTIX) has a higher volatility of 5.10% compared to PIMCO Income Fund Institutional Class (PIMIX) at 1.90%. This indicates that PSTIX's price experiences larger fluctuations and is considered to be riskier than PIMIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PSTIX | PIMIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.10% | 1.90% | +3.20% |
Volatility (6M)Calculated over the trailing 6-month period | 9.23% | 2.67% | +6.56% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.01% | 4.29% | +13.72% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.51% | 4.75% | +11.76% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.76% | 4.20% | +19.56% |