PSTIX vs. PMJIX

Last updated Apr 2, 2026

Compare and contrast key facts about PIMCO StocksPLUS Short Fund (PSTIX) and PIMCO RAE US Small Fund (PMJIX).

PSTIX is managed by PIMCO. It was launched on Jul 22, 2003. PMJIX is managed by PIMCO. It was launched on Jun 5, 2015.

Performance

PSTIX vs. PMJIX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in PIMCO StocksPLUS Short Fund (PSTIX) and PIMCO RAE US Small Fund (PMJIX). The values are adjusted to include any dividend payments, if applicable.

PSTIX vs. PMJIX - 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%
PMJIX PIMCO RAE US Small Fund	1.03%	5.11%	22.05%	19.77%	-4.62%	39.15%	6.95%	20.22%	-11.69%	9.22%

Returns By Period

In the year-to-date period, PSTIX achieves a 5.33% return, which is significantly higher than PMJIX's 1.03% return. Over the past 10 years, PSTIX has underperformed PMJIX with an annualized return of -15.33%, while PMJIX has yielded a comparatively higher 12.26% 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%

PMJIX

• 1D: 2.00%
• 1M: -4.24%
• YTD: 1.03%
• 6M: 2.69%
• 1Y: 15.30%
• 3Y*: 15.55%
• 5Y*: 9.68%
• 10Y*: 12.26%

*Multi-year figures are annualized to reflect compound growth (CAGR)

PSTIX vs. PMJIX - Expense Ratio Comparison

PSTIX has a 0.64% expense ratio, which is higher than PMJIX's 0.50% expense ratio.

PSTIX

PIMCO StocksPLUS Short Fund

PMJIX

PIMCO RAE US Small Fund

Return for Risk

PSTIX vs. PMJIX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

PSTIX

PSTIX Risk / Return Rank: 2
PSTIX Sharpe Ratio Rank: 1
PSTIX Sortino Ratio Rank: 1
PSTIX Omega Ratio Rank: 1
PSTIX Calmar Ratio Rank: 2
PSTIX Martin Ratio Rank: 3

PMJIX

PMJIX Risk / Return Rank: 30
PMJIX Sharpe Ratio Rank: 28
PMJIX Sortino Ratio Rank: 31
PMJIX Omega Ratio Rank: 26
PMJIX Calmar Ratio Rank: 31
PMJIX Martin Ratio Rank: 33

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

PSTIX vs. PMJIX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for PIMCO StocksPLUS Short Fund (PSTIX) and PIMCO RAE US Small Fund (PMJIX). 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	PMJIX	Difference
Sharpe ratio Return per unit of total volatility	-0.55	0.72	-1.28
Sortino ratio Return per unit of downside risk	-0.66	1.16	-1.82
Omega ratio Gain probability vs. loss probability	0.90	1.15	-0.25
Calmar ratio Return relative to maximum drawdown	-0.34	0.94	-1.28
Martin ratio Return relative to average drawdown	-0.41	3.76	-4.17
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

PSTIX vs. PMJIX - Sharpe Ratio Comparison

The current PSTIX Sharpe Ratio is -0.55, which is lower than the PMJIX Sharpe Ratio of 0.72. The chart below compares the historical Sharpe Ratios of PSTIX and PMJIX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

Sharpe Ratios by Period

	PSTIX	PMJIX	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	-0.55	0.72	-1.28
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	-0.34	0.25	-0.59
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	-0.65	0.37	-1.02
Sharpe Ratio (All Time) Calculated using the full available price history	-0.53	0.33	-0.86

Correlation

The correlation between PSTIX and PMJIX is -0.74. 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. PMJIX - Dividend Comparison

PSTIX has not paid dividends to shareholders, while PMJIX's dividend yield for the trailing twelve months is around 3.12%.

	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%
PMJIX PIMCO RAE US Small Fund	3.12%	3.15%	3.26%	1.25%	9.91%	65.79%	9.46%	1.55%	7.65%	4.69%	1.24%	1.67%

Drawdowns

PSTIX vs. PMJIX - Drawdown Comparison

The maximum PSTIX drawdown since its inception was -97.01%, which is greater than PMJIX's maximum drawdown of -49.75%. Use the drawdown chart below to compare losses from any high point for PSTIX and PMJIX.

Drawdown Indicators

	PSTIX	PMJIX	Difference
Max Drawdown Largest peak-to-trough decline	-97.01%	-49.75%	-47.26%
Max Drawdown (1Y) Largest decline over 1 year	-24.50%	-14.85%	-9.65%
Max Drawdown (5Y) Largest decline over 5 years	-33.39%	-49.75%	+16.36%
Max Drawdown (10Y) Largest decline over 10 years	-83.12%	-49.75%	-33.37%
Current Drawdown Current decline from peak	-96.79%	-9.91%	-86.88%
Average Drawdown Average peak-to-trough decline	-67.76%	-16.44%	-51.32%
Ulcer Index Depth and duration of drawdowns from previous peaks	20.29%	3.69%	+16.60%

Volatility

PSTIX vs. PMJIX - Volatility Comparison

PIMCO StocksPLUS Short Fund (PSTIX) and PIMCO RAE US Small Fund (PMJIX) have volatilities of 5.10% and 5.31%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	PSTIX	PMJIX	Difference
Volatility (1M) Calculated over the trailing 1-month period	5.10%	5.31%	-0.21%
Volatility (6M) Calculated over the trailing 6-month period	9.23%	12.52%	-3.29%
Volatility (1Y) Calculated over the trailing 1-year period	18.01%	22.29%	-4.28%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	16.51%	39.63%	-23.12%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	23.76%	33.08%	-9.32%