PSTKX vs. PONAX
Compare and contrast key facts about PIMCO StocksPLUS Fund (PSTKX) and PIMCO Income Fund Class A (PONAX).
PSTKX is managed by PIMCO. It was launched on May 13, 1993. PONAX is managed by PIMCO. It was launched on Apr 2, 2007.
Performance
PSTKX vs. PONAX - Performance Comparison
Loading graphics...
PSTKX vs. PONAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PSTKX PIMCO StocksPLUS Fund | -7.47% | 11.51% | 25.03% | 26.53% | -21.20% | 28.03% | 18.27% | 46.11% | -5.56% | 22.42% |
PONAX PIMCO Income Fund Class A | -1.42% | 10.63% | 5.02% | 8.96% | -9.34% | 2.21% | 5.40% | 7.65% | 0.21% | 8.19% |
Returns By Period
In the year-to-date period, PSTKX achieves a -7.47% return, which is significantly lower than PONAX's -1.42% return. Over the past 10 years, PSTKX has outperformed PONAX with an annualized return of 13.82%, while PONAX has yielded a comparatively lower 4.25% annualized 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%
PONAX
- 1D
- 0.47%
- 1M
- -3.24%
- YTD
- -1.42%
- 6M
- 0.98%
- 1Y
- 5.68%
- 3Y*
- 6.79%
- 5Y*
- 3.00%
- 10Y*
- 4.25%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
PSTKX vs. PONAX - Expense Ratio Comparison
PSTKX has a 0.51% expense ratio, which is lower than PONAX's 1.02% expense ratio.
Return for Risk
PSTKX vs. PONAX — Risk / Return Rank
PSTKX
PONAX
PSTKX vs. PONAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for PIMCO StocksPLUS Fund (PSTKX) and PIMCO Income Fund Class A (PONAX). 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 | PONAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.43 | 1.48 | -1.05 |
Sortino ratioReturn per unit of downside risk | 0.71 | 2.11 | -1.40 |
Omega ratioGain probability vs. loss probability | 1.11 | 1.28 | -0.16 |
Calmar ratioReturn relative to maximum drawdown | 0.42 | 1.76 | -1.33 |
Martin ratioReturn relative to average drawdown | 1.36 | 7.07 | -5.71 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| PSTKX | PONAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.43 | 1.48 | -1.05 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.53 | 0.64 | -0.11 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.74 | 1.03 | -0.28 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.53 | 1.47 | -0.94 |
Correlation
The correlation between PSTKX and PONAX is 0.16, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
PSTKX vs. PONAX - Dividend Comparison
PSTKX's dividend yield for the trailing twelve months is around 13.99%, more than PONAX's 5.20% 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% |
PONAX PIMCO Income Fund Class A | 5.20% | 5.61% | 5.86% | 5.86% | 4.66% | 3.62% | 4.48% | 5.42% | 5.24% | 4.97% | 5.13% | 7.45% |
Drawdowns
PSTKX vs. PONAX - Drawdown Comparison
The maximum PSTKX drawdown since its inception was -62.59%, which is greater than PONAX's maximum drawdown of -13.64%. Use the drawdown chart below to compare losses from any high point for PSTKX and PONAX.
Loading graphics...
Drawdown Indicators
| PSTKX | PONAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -62.59% | -13.64% | -48.95% |
Max Drawdown (1Y)Largest decline over 1 year | -13.72% | -3.69% | -10.03% |
Max Drawdown (5Y)Largest decline over 5 years | -27.37% | -13.64% | -13.73% |
Max Drawdown (10Y)Largest decline over 10 years | -36.45% | -13.64% | -22.81% |
Current DrawdownCurrent decline from peak | -13.72% | -3.24% | -10.48% |
Average DrawdownAverage peak-to-trough decline | -9.38% | -1.80% | -7.58% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.28% | 0.92% | +3.36% |
Volatility
PSTKX vs. PONAX - Volatility Comparison
PIMCO StocksPLUS Fund (PSTKX) has a higher volatility of 4.32% compared to PIMCO Income Fund Class A (PONAX) at 1.88%. This indicates that PSTKX's price experiences larger fluctuations and is considered to be riskier than PONAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| PSTKX | PONAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.32% | 1.88% | +2.44% |
Volatility (6M)Calculated over the trailing 6-month period | 11.13% | 2.61% | +8.52% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.52% | 4.24% | +15.28% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.35% | 4.72% | +12.63% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.66% | 4.16% | +14.50% |