PTSHX vs. PISIX
Compare and contrast key facts about PIMCO Short Term Fund (PTSHX) and PIMCO StocksPLUS International Fund (U.S. Dollar-Hedged) (PISIX).
PTSHX is managed by PIMCO. It was launched on Oct 7, 1987. PISIX is managed by PIMCO. It was launched on Oct 31, 2003.
Performance
PTSHX vs. PISIX - Performance Comparison
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PTSHX vs. PISIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PTSHX PIMCO Short Term Fund | 0.55% | 4.88% | 6.43% | 6.09% | -0.55% | 0.02% | 2.75% | 2.74% | 1.51% | 2.43% |
PISIX PIMCO StocksPLUS International Fund (U.S. Dollar-Hedged) | -0.85% | 17.68% | 14.87% | 21.70% | -8.86% | 18.37% | 4.29% | 26.40% | -10.00% | 18.81% |
Returns By Period
In the year-to-date period, PTSHX achieves a 0.55% return, which is significantly higher than PISIX's -0.85% return. Over the past 10 years, PTSHX has underperformed PISIX with an annualized return of 2.94%, while PISIX has yielded a comparatively higher 11.51% annualized return.
PTSHX
- 1D
- 0.00%
- 1M
- -0.21%
- YTD
- 0.55%
- 6M
- 1.81%
- 1Y
- 4.32%
- 3Y*
- 5.64%
- 5Y*
- 3.39%
- 10Y*
- 2.94%
PISIX
- 1D
- 0.22%
- 1M
- -9.44%
- YTD
- -0.85%
- 6M
- -0.21%
- 1Y
- 12.13%
- 3Y*
- 14.32%
- 5Y*
- 10.34%
- 10Y*
- 11.51%
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PTSHX vs. PISIX - Expense Ratio Comparison
PTSHX has a 0.45% expense ratio, which is lower than PISIX's 0.76% expense ratio.
Return for Risk
PTSHX vs. PISIX — Risk / Return Rank
PTSHX
PISIX
PTSHX vs. PISIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for PIMCO Short Term Fund (PTSHX) and PIMCO StocksPLUS International Fund (U.S. Dollar-Hedged) (PISIX). 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.
| PTSHX | PISIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 3.23 | 0.63 | +2.61 |
Sortino ratioReturn per unit of downside risk | 10.36 | 0.85 | +9.50 |
Omega ratioGain probability vs. loss probability | 3.43 | 1.14 | +2.29 |
Calmar ratioReturn relative to maximum drawdown | 11.16 | 0.64 | +10.52 |
Martin ratioReturn relative to average drawdown | 43.24 | 2.55 | +40.70 |
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
| PTSHX | PISIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 3.23 | 0.63 | +2.61 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 2.48 | 0.75 | +1.73 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 2.20 | 0.80 | +1.40 |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.70 | 0.52 | +1.17 |
Correlation
The correlation between PTSHX and PISIX is 0.10, 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
PTSHX vs. PISIX - Dividend Comparison
PTSHX's dividend yield for the trailing twelve months is around 4.22%, less than PISIX's 5.19% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PTSHX PIMCO Short Term Fund | 4.22% | 4.75% | 5.16% | 4.51% | 2.80% | 0.63% | 1.78% | 2.92% | 2.65% | 1.69% | 1.67% | 1.57% |
PISIX PIMCO StocksPLUS International Fund (U.S. Dollar-Hedged) | 5.19% | 5.14% | 11.81% | 10.04% | 10.11% | 7.31% | 1.42% | 11.47% | 7.99% | 7.36% | 1.02% | 8.16% |
Drawdowns
PTSHX vs. PISIX - Drawdown Comparison
The maximum PTSHX drawdown since its inception was -5.12%, smaller than the maximum PISIX drawdown of -57.47%. Use the drawdown chart below to compare losses from any high point for PTSHX and PISIX.
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Drawdown Indicators
| PTSHX | PISIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -5.12% | -57.47% | +52.35% |
Max Drawdown (1Y)Largest decline over 1 year | -0.41% | -12.81% | +12.40% |
Max Drawdown (5Y)Largest decline over 5 years | -2.33% | -18.93% | +16.60% |
Max Drawdown (10Y)Largest decline over 10 years | -4.79% | -35.44% | +30.65% |
Current DrawdownCurrent decline from peak | -0.21% | -9.44% | +9.23% |
Average DrawdownAverage peak-to-trough decline | -0.19% | -7.23% | +7.04% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.11% | 3.54% | -3.43% |
Volatility
PTSHX vs. PISIX - Volatility Comparison
The current volatility for PIMCO Short Term Fund (PTSHX) is 0.21%, while PIMCO StocksPLUS International Fund (U.S. Dollar-Hedged) (PISIX) has a volatility of 6.58%. This indicates that PTSHX experiences smaller price fluctuations and is considered to be less risky than PISIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PTSHX | PISIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.21% | 6.58% | -6.37% |
Volatility (6M)Calculated over the trailing 6-month period | 0.94% | 11.37% | -10.43% |
Volatility (1Y)Calculated over the trailing 1-year period | 1.44% | 16.52% | -15.08% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 1.37% | 13.92% | -12.55% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 1.34% | 14.55% | -13.21% |