PUTIX vs. PISIX
Compare and contrast key facts about PIMCO Strategic Bond Fund (PUTIX) and PIMCO StocksPLUS International Fund (U.S. Dollar-Hedged) (PISIX).
PUTIX is managed by PIMCO. It was launched on Jan 29, 2009. PISIX is managed by PIMCO. It was launched on Oct 31, 2003.
Performance
PUTIX vs. PISIX - Performance Comparison
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PUTIX vs. PISIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PUTIX PIMCO Strategic Bond Fund | -0.43% | 8.12% | 6.35% | 6.65% | -6.51% | 0.44% | 4.33% | 5.24% | 3.34% | 7.87% |
PISIX PIMCO StocksPLUS International Fund (U.S. Dollar-Hedged) | -0.75% | 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, PUTIX achieves a -0.43% return, which is significantly higher than PISIX's -0.75% return. Over the past 10 years, PUTIX has underperformed PISIX with an annualized return of 3.94%, while PISIX has yielded a comparatively higher 11.52% annualized return.
PUTIX
- 1D
- 0.28%
- 1M
- -1.10%
- YTD
- -0.43%
- 6M
- 1.50%
- 1Y
- 5.24%
- 3Y*
- 6.30%
- 5Y*
- 2.71%
- 10Y*
- 3.94%
PISIX
- 1D
- 0.11%
- 1M
- -7.64%
- YTD
- -0.75%
- 6M
- -0.53%
- 1Y
- 11.24%
- 3Y*
- 14.36%
- 5Y*
- 10.34%
- 10Y*
- 11.52%
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PUTIX vs. PISIX - Expense Ratio Comparison
PUTIX has a 0.51% expense ratio, which is lower than PISIX's 0.76% expense ratio.
Return for Risk
PUTIX vs. PISIX — Risk / Return Rank
PUTIX
PISIX
PUTIX vs. PISIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for PIMCO Strategic Bond Fund (PUTIX) 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.
| PUTIX | PISIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.21 | 0.75 | +1.45 |
Sortino ratioReturn per unit of downside risk | 3.52 | 1.00 | +2.52 |
Omega ratioGain probability vs. loss probability | 1.52 | 1.17 | +0.35 |
Calmar ratioReturn relative to maximum drawdown | 3.02 | 0.71 | +2.31 |
Martin ratioReturn relative to average drawdown | 11.81 | 2.76 | +9.05 |
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
| PUTIX | PISIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.21 | 0.75 | +1.45 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 1.01 | 0.75 | +0.27 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 1.45 | 0.80 | +0.65 |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.08 | 0.53 | +0.55 |
Correlation
The correlation between PUTIX and PISIX is 0.21, 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
PUTIX vs. PISIX - Dividend Comparison
PUTIX's dividend yield for the trailing twelve months is around 4.26%, less than PISIX's 5.18% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PUTIX PIMCO Strategic Bond Fund | 4.26% | 4.56% | 4.19% | 2.36% | 2.32% | 1.17% | 2.07% | 3.31% | 2.81% | 4.62% | 2.58% | 4.60% |
PISIX PIMCO StocksPLUS International Fund (U.S. Dollar-Hedged) | 5.18% | 5.14% | 11.81% | 10.04% | 10.11% | 7.31% | 1.42% | 11.47% | 7.99% | 7.36% | 1.02% | 8.16% |
Drawdowns
PUTIX vs. PISIX - Drawdown Comparison
The maximum PUTIX drawdown since its inception was -9.59%, smaller than the maximum PISIX drawdown of -57.47%. Use the drawdown chart below to compare losses from any high point for PUTIX and PISIX.
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Drawdown Indicators
| PUTIX | PISIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -9.59% | -57.47% | +47.88% |
Max Drawdown (1Y)Largest decline over 1 year | -1.87% | -12.41% | +10.54% |
Max Drawdown (5Y)Largest decline over 5 years | -9.59% | -18.93% | +9.34% |
Max Drawdown (10Y)Largest decline over 10 years | -9.59% | -35.44% | +25.85% |
Current DrawdownCurrent decline from peak | -1.28% | -9.35% | +8.07% |
Average DrawdownAverage peak-to-trough decline | -1.25% | -7.23% | +5.98% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.50% | 3.48% | -2.98% |
Volatility
PUTIX vs. PISIX - Volatility Comparison
The current volatility for PIMCO Strategic Bond Fund (PUTIX) is 1.01%, while PIMCO StocksPLUS International Fund (U.S. Dollar-Hedged) (PISIX) has a volatility of 6.44%. This indicates that PUTIX 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
| PUTIX | PISIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.01% | 6.44% | -5.43% |
Volatility (6M)Calculated over the trailing 6-month period | 1.55% | 11.37% | -9.82% |
Volatility (1Y)Calculated over the trailing 1-year period | 2.48% | 16.48% | -14.00% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 2.69% | 13.92% | -11.23% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 2.73% | 14.54% | -11.81% |