PSTKX vs. NWAUX
Compare and contrast key facts about PIMCO StocksPLUS Fund (PSTKX) and Nationwide GQG US Quality Equity Fund (NWAUX).
PSTKX is managed by PIMCO. It was launched on May 13, 1993. NWAUX is managed by Nationwide. It was launched on Jan 24, 2021.
Performance
PSTKX vs. NWAUX - Performance Comparison
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PSTKX vs. NWAUX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
PSTKX PIMCO StocksPLUS Fund | -7.47% | 11.51% | 25.03% | 26.53% | -21.20% | 24.01% |
NWAUX Nationwide GQG US Quality Equity Fund | 9.70% | -4.92% | 27.90% | 18.30% | -3.23% | 22.65% |
Returns By Period
In the year-to-date period, PSTKX achieves a -7.47% return, which is significantly lower than NWAUX's 9.70% return.
PSTKX
- 1D
- -0.34%
- 1M
- -8.05%
- YTD
- -7.47%
- 6M
- -10.26%
- 1Y
- 7.63%
- 3Y*
- 14.99%
- 5Y*
- 9.21%
- 10Y*
- 13.82%
NWAUX
- 1D
- 0.74%
- 1M
- -1.92%
- YTD
- 9.70%
- 6M
- 7.83%
- 1Y
- 4.93%
- 3Y*
- 17.42%
- 5Y*
- 12.67%
- 10Y*
- —
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PSTKX vs. NWAUX - Expense Ratio Comparison
PSTKX has a 0.51% expense ratio, which is lower than NWAUX's 0.74% expense ratio.
Return for Risk
PSTKX vs. NWAUX — Risk / Return Rank
PSTKX
NWAUX
PSTKX vs. NWAUX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for PIMCO StocksPLUS Fund (PSTKX) and Nationwide GQG US Quality Equity Fund (NWAUX). 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.
| PSTKX | NWAUX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.43 | 0.49 | -0.06 |
Sortino ratioReturn per unit of downside risk | 0.71 | 0.73 | -0.02 |
Omega ratioGain probability vs. loss probability | 1.11 | 1.10 | +0.01 |
Calmar ratioReturn relative to maximum drawdown | 0.42 | 0.58 | -0.16 |
Martin ratioReturn relative to average drawdown | 1.36 | 1.36 | -0.01 |
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
| PSTKX | NWAUX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.43 | 0.49 | -0.06 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.53 | 0.79 | -0.26 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.74 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.53 | 0.83 | -0.30 |
Correlation
The correlation between PSTKX and NWAUX is 0.71, 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
PSTKX vs. NWAUX - Dividend Comparison
PSTKX's dividend yield for the trailing twelve months is around 13.99%, more than NWAUX's 4.69% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PSTKX PIMCO StocksPLUS Fund | 13.99% | 12.67% | 12.28% | 2.89% | 9.61% | 14.34% | 3.96% | 23.49% | 20.86% | 1.32% | 1.03% | 10.86% |
NWAUX Nationwide GQG US Quality Equity Fund | 4.69% | 4.35% | 13.58% | 0.40% | 1.93% | 0.60% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
PSTKX vs. NWAUX - Drawdown Comparison
The maximum PSTKX drawdown since its inception was -62.59%, which is greater than NWAUX's maximum drawdown of -21.07%. Use the drawdown chart below to compare losses from any high point for PSTKX and NWAUX.
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Drawdown Indicators
| PSTKX | NWAUX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -62.59% | -21.07% | -41.52% |
Max Drawdown (1Y)Largest decline over 1 year | -13.72% | -8.87% | -4.85% |
Max Drawdown (5Y)Largest decline over 5 years | -27.37% | -21.07% | -6.30% |
Max Drawdown (10Y)Largest decline over 10 years | -36.45% | — | — |
Current DrawdownCurrent decline from peak | -13.72% | -7.03% | -6.69% |
Average DrawdownAverage peak-to-trough decline | -9.38% | -6.85% | -2.53% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.28% | 3.83% | +0.45% |
Volatility
PSTKX vs. NWAUX - Volatility Comparison
PIMCO StocksPLUS Fund (PSTKX) has a higher volatility of 4.32% compared to Nationwide GQG US Quality Equity Fund (NWAUX) at 2.74%. This indicates that PSTKX's price experiences larger fluctuations and is considered to be riskier than NWAUX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PSTKX | NWAUX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.32% | 2.74% | +1.58% |
Volatility (6M)Calculated over the trailing 6-month period | 11.13% | 7.29% | +3.84% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.52% | 12.58% | +6.94% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.35% | 16.10% | +1.25% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.66% | 16.05% | +2.61% |