PSTKX vs. NTSX

In the year-to-date period, PSTKX achieves a 1.21% return, which is significantly lower than NTSX's 2.58% return.

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PSTKX has a 0.51% expense ratio, which is higher than NTSX's 0.20% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for PIMCO StocksPLUS Fund (PSTKX) and WisdomTree U.S. Efficient Core Fund (NTSX). 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.

The current PSTKX Sharpe Ratio is 0.67, which is comparable to the NTSX Sharpe Ratio of 0.74. The chart below compares the historical Sharpe Ratios of PSTKX and NTSX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

PSTKX's dividend yield for the trailing twelve months is around 11.55%, more than NTSX's 1.17% yield.

The maximum PSTKX drawdown since its inception was -62.60%, which is greater than NTSX's maximum drawdown of -31.34%. Use the drawdown chart below to compare losses from any high point for PSTKX and NTSX.

PIMCO StocksPLUS Fund (PSTKX) and WisdomTree U.S. Efficient Core Fund (NTSX) have volatilities of 4.83% and 4.70%, 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.