PSTIX vs. TEPIX
PSTIX (PIMCO StocksPLUS Short Fund) and TEPIX (ProFunds Technology UltraSector Fund) are both mutual funds - PSTIX is a Inverse Equities fund managed by PIMCO, while TEPIX is a Leveraged Equities fund managed by ProFunds. Over the past 10 years, PSTIX returned -9.92%/yr vs 10.94%/yr for TEPIX. Their -0.83 correlation means they have often moved in opposite directions in the past. PSTIX charges 0.64%/yr vs 1.48%/yr for TEPIX.
Performance
PSTIX vs. TEPIX - 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 TEPIX's 29.95% return. Over the past 10 years, PSTIX has underperformed TEPIX with an annualized return of -9.92%, while TEPIX has yielded a comparatively higher 10.94% 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%
TEPIX
- 1D
- 8.28%
- 1M
- -4.69%
- 6M
- 30.55%
- YTD
- 29.95%
- 1Y
- 51.61%
- 3Y*
- -18.95%
- 5Y*
- -12.90%
- 10Y*
- 10.94%
- ALL TIME*
- 4.22%
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. TEPIX - 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% |
TEPIX ProFunds Technology UltraSector Fund | 29.95% | 30.08% | -71.46% | 91.81% | -51.01% | 46.85% | 64.53% | 71.30% | -5.89% | 49.17% |
Correlation
The correlation between PSTIX and TEPIX is -0.86, 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. | -0.86 |
Correlation (3Y) Balances recent behavior with more history. | -0.87 |
Correlation (5Y) Shows whether the relationship held over a longer period. | -0.89 |
Correlation (10Y) Provides a long-term view across more market conditions. | -0.87 |
Correlation (All Time) Calculated using the full available price history since Jan 2, 2004 | -0.83 |
The correlation between PSTIX and TEPIX has been stable across timeframes, ranging from -0.89 to -0.83 - a consistent structural relationship.
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Return for Risk
PSTIX vs. TEPIX — Risk / Return Rank
PSTIX
TEPIX
PSTIX vs. TEPIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for PIMCO StocksPLUS Short Fund (PSTIX) and ProFunds Technology UltraSector Fund (TEPIX). 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 | TEPIX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.83 | ||
| Sortino ratioReturn per unit of downside risk | -2.56 | ||
| Omega ratioGain probability vs. loss probability | 0.90 | 1.21 | -0.31 |
| Calmar ratioReturn relative to maximum drawdown | -0.54 | 1.84 | -2.38 |
| Martin ratioReturn relative to average drawdown | -1.01 | 4.85 | -5.87 |
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Drawdowns
PSTIX vs. TEPIX - Drawdown Comparison
The maximum PSTIX drawdown since its inception was -90.52%, roughly equal to the maximum TEPIX drawdown of -89.14%. Use the drawdown chart below to compare losses from any high point for PSTIX and TEPIX.
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Drawdown Indicators
| PSTIX | TEPIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -90.52% | -89.14% | -1.38% |
Max Drawdown (1Y)Largest decline over 1 year | -15.05% | -24.64% | +9.59% |
Max Drawdown (3Y)Largest decline over 3 years | -33.92% | -85.79% | +51.87% |
Max Drawdown (5Y)Largest decline over 5 years | -37.53% | -85.79% | +48.26% |
Max Drawdown (10Y)Largest decline over 10 years | -67.42% | -85.79% | +18.37% |
Current DrawdownCurrent decline from peak | -90.23% | -63.89% | -26.34% |
Average DrawdownAverage peak-to-trough decline | -57.40% | -49.94% | -7.46% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 7.99% | 9.33% | -1.34% |
Volatility
PSTIX vs. TEPIX - Volatility Comparison
The current volatility for PIMCO StocksPLUS Short Fund (PSTIX) is 3.19%, while ProFunds Technology UltraSector Fund (TEPIX) has a volatility of 14.74%. This indicates that PSTIX experiences smaller price fluctuations and is considered to be less risky than TEPIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PSTIX | TEPIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.19% | 14.74% | -11.55% |
Volatility (6M)Calculated over the trailing 6-month period | 9.63% | 32.89% | -23.26% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.47% | 38.48% | -26.01% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.56% | 52.84% | -36.28% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.50% | 44.79% | -27.29% |
PSTIX vs. TEPIX - Expense Ratio Comparison
PSTIX has a 0.64% expense ratio, which is lower than TEPIX's 1.48% expense ratio.
Dividends
PSTIX vs. TEPIX - Dividend Comparison
PSTIX's dividend yield for the trailing twelve months is around 0.89%, less than TEPIX's 2.48% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
TEPIX ProFunds Technology UltraSector Fund | 2.48% | 3.22% | 0.00% | 0.37% | 0.00% | 0.90% | 2.31% | 0.00% | 0.23% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
PSTIX and TEPIX have a correlation of -0.86, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
TEPIX has higher volatility (14.74%) compared to PSTIX (3.19%). In terms of maximum drawdown, PSTIX dropped -90.52% vs TEPIX's -89.14%.
TEPIX currently has the higher Sharpe Ratio (1.18 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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