STOT vs. PIMIX
Compare and contrast key facts about State Street DoubleLine Short Duration Total Return Tactical ETF (STOT) and PIMCO Income Fund Institutional Class (PIMIX).
STOT is a passively managed fund by State Street that tracks the performance of the Bloomberg U.S. Aggregate 1-3 Year Index. It was launched on Apr 13, 2016. PIMIX is managed by PIMCO. It was launched on Mar 30, 2007.
Performance
STOT vs. PIMIX - Performance Comparison
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STOT vs. PIMIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
STOT State Street DoubleLine Short Duration Total Return Tactical ETF | 0.37% | 5.56% | 5.26% | 6.39% | -3.75% | 0.27% | 2.43% | 4.40% | 0.95% | 1.71% |
PIMIX PIMCO Income Fund Institutional Class | -1.36% | 11.08% | 5.45% | 9.36% | -9.07% | 2.62% | 5.84% | 8.10% | 0.63% | 8.63% |
Returns By Period
In the year-to-date period, STOT achieves a 0.37% return, which is significantly higher than PIMIX's -1.36% return.
STOT
- 1D
- 0.07%
- 1M
- -0.49%
- YTD
- 0.37%
- 6M
- 1.70%
- 1Y
- 4.28%
- 3Y*
- 5.37%
- 5Y*
- 2.76%
- 10Y*
- —
PIMIX
- 1D
- 0.47%
- 1M
- -3.24%
- YTD
- -1.36%
- 6M
- 1.15%
- 1Y
- 6.07%
- 3Y*
- 7.20%
- 5Y*
- 3.38%
- 10Y*
- 4.66%
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STOT vs. PIMIX - Expense Ratio Comparison
STOT has a 0.45% expense ratio, which is lower than PIMIX's 0.62% expense ratio.
Return for Risk
STOT vs. PIMIX — Risk / Return Rank
STOT
PIMIX
STOT vs. PIMIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for State Street DoubleLine Short Duration Total Return Tactical ETF (STOT) and PIMCO Income Fund Institutional Class (PIMIX). 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.
| STOT | PIMIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.53 | 1.56 | +0.97 |
Sortino ratioReturn per unit of downside risk | 3.63 | 2.25 | +1.38 |
Omega ratioGain probability vs. loss probability | 1.59 | 1.29 | +0.30 |
Calmar ratioReturn relative to maximum drawdown | 5.72 | 1.87 | +3.84 |
Martin ratioReturn relative to average drawdown | 19.46 | 7.56 | +11.90 |
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
| STOT | PIMIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.53 | 1.56 | +0.97 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 1.61 | 0.72 | +0.89 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 1.11 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.10 | 1.56 | -0.46 |
Correlation
The correlation between STOT and PIMIX is 0.38, 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
STOT vs. PIMIX - Dividend Comparison
STOT's dividend yield for the trailing twelve months is around 4.46%, less than PIMIX's 5.57% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
STOT State Street DoubleLine Short Duration Total Return Tactical ETF | 4.46% | 4.52% | 5.10% | 4.53% | 2.54% | 1.76% | 1.66% | 2.61% | 2.50% | 1.95% | 2.08% | 0.00% |
PIMIX PIMCO Income Fund Institutional Class | 5.57% | 6.01% | 6.27% | 6.21% | 4.98% | 4.02% | 4.88% | 5.83% | 5.66% | 5.37% | 5.52% | 7.88% |
Drawdowns
STOT vs. PIMIX - Drawdown Comparison
The maximum STOT drawdown since its inception was -6.07%, smaller than the maximum PIMIX drawdown of -13.39%. Use the drawdown chart below to compare losses from any high point for STOT and PIMIX.
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Drawdown Indicators
| STOT | PIMIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -6.07% | -13.39% | +7.32% |
Max Drawdown (1Y)Largest decline over 1 year | -0.76% | -3.69% | +2.93% |
Max Drawdown (5Y)Largest decline over 5 years | -6.07% | -13.34% | +7.27% |
Max Drawdown (10Y)Largest decline over 10 years | — | -13.39% | — |
Current DrawdownCurrent decline from peak | -0.49% | -3.24% | +2.75% |
Average DrawdownAverage peak-to-trough decline | -0.85% | -1.69% | +0.84% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.22% | 0.92% | -0.70% |
Volatility
STOT vs. PIMIX - Volatility Comparison
The current volatility for State Street DoubleLine Short Duration Total Return Tactical ETF (STOT) is 0.49%, while PIMCO Income Fund Institutional Class (PIMIX) has a volatility of 1.88%. This indicates that STOT experiences smaller price fluctuations and is considered to be less risky than PIMIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| STOT | PIMIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.49% | 1.88% | -1.39% |
Volatility (6M)Calculated over the trailing 6-month period | 0.80% | 2.64% | -1.84% |
Volatility (1Y)Calculated over the trailing 1-year period | 1.70% | 4.28% | -2.58% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 1.73% | 4.75% | -3.02% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 2.21% | 4.20% | -1.99% |