PSTIX vs. RYCLX
Compare and contrast key facts about PIMCO StocksPLUS Short Fund (PSTIX) and Rydex Inverse Mid-Cap Strategy Fund (RYCLX).
PSTIX is managed by PIMCO. It was launched on Jul 22, 2003. RYCLX is managed by Rydex Funds. It was launched on Feb 19, 2004.
Performance
PSTIX vs. RYCLX - Performance Comparison
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PSTIX vs. RYCLX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PSTIX PIMCO StocksPLUS Short Fund | 8.22% | -8.24% | -11.28% | -11.01% | 17.41% | -60.95% | -20.83% | -20.27% | 5.21% | -14.04% |
RYCLX Rydex Inverse Mid-Cap Strategy Fund | 0.49% | -1.04% | -5.59% | -8.75% | 8.93% | -24.21% | -25.53% | -21.03% | 11.39% | -14.94% |
Returns By Period
In the year-to-date period, PSTIX achieves a 8.22% return, which is significantly higher than RYCLX's 0.49% return. Over the past 10 years, PSTIX has underperformed RYCLX with an annualized return of -15.10%, while RYCLX has yielded a comparatively higher -10.42% annualized return.
PSTIX
- 1D
- 0.42%
- 1M
- 7.56%
- YTD
- 8.22%
- 6M
- 8.22%
- 1Y
- -7.42%
- 3Y*
- -6.58%
- 5Y*
- -5.33%
- 10Y*
- -15.10%
RYCLX
- 1D
- 0.86%
- 1M
- 8.76%
- YTD
- 0.49%
- 6M
- 1.69%
- 1Y
- -8.64%
- 3Y*
- -4.16%
- 5Y*
- -3.97%
- 10Y*
- -10.42%
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PSTIX vs. RYCLX - Expense Ratio Comparison
PSTIX has a 0.64% expense ratio, which is lower than RYCLX's 2.39% expense ratio.
Return for Risk
PSTIX vs. RYCLX — Risk / Return Rank
PSTIX
RYCLX
PSTIX vs. RYCLX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for PIMCO StocksPLUS Short Fund (PSTIX) and Rydex Inverse Mid-Cap Strategy Fund (RYCLX). 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 | RYCLX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -0.45 | -0.42 | -0.02 |
Sortino ratioReturn per unit of downside risk | -0.51 | -0.46 | -0.05 |
Omega ratioGain probability vs. loss probability | 0.92 | 0.94 | -0.01 |
Calmar ratioReturn relative to maximum drawdown | -0.23 | -0.27 | +0.04 |
Martin ratioReturn relative to average drawdown | -0.28 | -0.36 | +0.09 |
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 | RYCLX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.45 | -0.42 | -0.02 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.33 | -0.19 | -0.13 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | -0.64 | -0.49 | -0.15 |
Sharpe Ratio (All Time)Calculated using the full available price history | -0.53 | -0.53 | 0.00 |
Correlation
The correlation between PSTIX and RYCLX is 0.85, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
PSTIX vs. RYCLX - Dividend Comparison
PSTIX has not paid dividends to shareholders, while RYCLX's dividend yield for the trailing twelve months is around 32.85%.
| 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% |
RYCLX Rydex Inverse Mid-Cap Strategy Fund | 32.85% | 33.01% | 25.75% | 9.12% | 0.00% | 0.00% | 0.76% | 0.89% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
PSTIX vs. RYCLX - Drawdown Comparison
The maximum PSTIX drawdown since its inception was -97.01%, roughly equal to the maximum RYCLX drawdown of -95.37%. Use the drawdown chart below to compare losses from any high point for PSTIX and RYCLX.
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Drawdown Indicators
| PSTIX | RYCLX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -97.01% | -95.37% | -1.64% |
Max Drawdown (1Y)Largest decline over 1 year | -24.50% | -26.30% | +1.80% |
Max Drawdown (5Y)Largest decline over 5 years | -33.39% | -30.60% | -2.79% |
Max Drawdown (10Y)Largest decline over 10 years | -83.12% | -70.37% | -12.75% |
Current DrawdownCurrent decline from peak | -96.70% | -94.92% | -1.78% |
Average DrawdownAverage peak-to-trough decline | -67.75% | -69.97% | +2.22% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 20.25% | 19.44% | +0.81% |
Volatility
PSTIX vs. RYCLX - Volatility Comparison
The current volatility for PIMCO StocksPLUS Short Fund (PSTIX) is 4.10%, while Rydex Inverse Mid-Cap Strategy Fund (RYCLX) has a volatility of 5.70%. This indicates that PSTIX experiences smaller price fluctuations and is considered to be less risky than RYCLX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PSTIX | RYCLX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.10% | 5.70% | -1.60% |
Volatility (6M)Calculated over the trailing 6-month period | 8.82% | 11.51% | -2.69% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.85% | 20.92% | -3.07% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.46% | 20.52% | -4.06% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.74% | 21.42% | +2.32% |