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ISIN
US72202L3713
CUSIP
72202L371
Issuer
PIMCO
Inception Date
Aug 31, 2017
Region
Developed Markets (Broad)
Leveraged
1x (No leverage)
Index Tracked
RAFI Dynamic Multi-Factor Developed Ex-U.S. Index
Distribution Policy
Distributing
Asset Class
Equity
Asset Class Size
Large-Cap
Asset Class Style
Blend
Assets Under Management
$441M

Share Price Chart


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Performance

MFDX Performance Chart

PIMCO RAFI Dynamic Multi-Factor International Equity ETF (MFDX) is up 9.9% since the beginning of the year. MFDX is currently trading at $42 per share. Investors who bought $1,000 worth of MFDX shares 5 years ago would now be looking at an investment worth $1,606.


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S&P 500 Index

Returns By Period

PIMCO RAFI Dynamic Multi-Factor International Equity ETF (MFDX) has returned 9.89% so far this year and 22.69% over the past 12 months.


PIMCO RAFI Dynamic Multi-Factor International Equity ETF

1D
2.81%
1M
-0.56%
YTD
9.89%
6M
11.08%
1Y
22.69%
3Y*
18.33%
5Y*
9.94%
10Y*

Benchmark (S&P 500 Index)

1D
1.75%
1M
-0.09%
YTD
8.02%
6M
7.15%
1Y
22.78%
3Y*
19.45%
5Y*
11.73%
10Y*
13.53%
*Multi-year figures are annualized to reflect compound growth (CAGR)

MFDX Monthly Returns History

Based on dividend-adjusted daily data since Sep 6, 2017, MFDX's average daily return is +0.04%, while the average monthly return is +0.80%. At this rate, an investment would double in approximately 7.2 years.

Historically, 62% of months were positive and 38% were negative. The best month was Nov 2020 with a return of +12.7%, while the worst month was Mar 2020 at -14.8%. The longest winning streak lasted 7 consecutive months, and the longest losing streak was 4 months.

On a daily basis, MFDX closed higher 55% of trading days. The best single day was Mar 24, 2020 with a return of +8.0%, while the worst single day was Mar 16, 2020 at -10.5%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20265.49%5.88%-7.22%4.95%1.67%-0.62%9.89%
20253.99%2.87%1.16%5.43%4.91%2.33%-1.64%4.77%1.45%0.47%2.14%2.17%34.27%
2024-0.61%1.93%3.89%-3.07%4.55%-2.30%4.12%2.84%1.66%-5.03%0.64%-3.69%4.40%
20237.61%-2.00%1.98%2.87%-4.87%5.01%3.29%-2.84%-3.06%-3.07%7.59%4.81%17.54%
2022-1.12%-1.77%-0.30%-5.32%3.04%-8.93%3.58%-4.63%-9.42%5.64%11.25%-0.81%-10.27%
2021-0.42%2.07%2.57%2.48%3.73%-1.37%0.72%1.37%-2.63%2.70%-4.91%4.66%11.07%

Benchmark Metrics

PIMCO RAFI Dynamic Multi-Factor International Equity ETF has an annualized alpha of -0.45%, beta of 0.72, and R2 of 0.69 versus S&P 500 Index. Calculated based on daily prices since September 06, 2017.

  • This ETF participated in 78.88% of S&P 500 Index downside but only 66.79% of its upside - more exposed to losses than it benefited from rallies.

Alpha
-0.45%
Beta
0.72
0.69
Upside Capture
66.79%
Downside Capture
78.88%

Expense Ratio

MFDX has an expense ratio of 0.39%, placing it in the medium range.


Return for Risk

Risk / Return Rank

MFDX ranks 53 for risk / return — on par with similar ETFs. You're getting a typical balance of risk and reward. Not a standout, but not a red flag either — a reasonable choice if other factors align with your goals.


MFDX Risk / Return Rank: 5353
Overall Rank
MFDX Sharpe Ratio Rank: 5454
Sharpe Ratio Rank
MFDX Sortino Ratio Rank: 5252
Sortino Ratio Rank
MFDX Omega Ratio Rank: 5353
Omega Ratio Rank
MFDX Calmar Ratio Rank: 4848
Calmar Ratio Rank
MFDX Martin Ratio Rank: 5555
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

Return / Risk — by metrics

The table below present risk-adjusted performance metrics for PIMCO RAFI Dynamic Multi-Factor International Equity ETF (MFDX) and compare them to S&P 500 Index.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


MFDXBenchmarkDifference
Sharpe ratioReturn per unit of total volatility

-0.25

Sortino ratioReturn per unit of downside risk

-0.26

Omega ratioGain probability vs. loss probability

1.29

1.34

-0.05

Calmar ratioReturn relative to maximum drawdown

2.14

2.52

-0.38

Martin ratioReturn relative to average drawdown

8.36

11.31

-2.95

Dividends

Dividend History

PIMCO RAFI Dynamic Multi-Factor International Equity ETF provided a 2.79% dividend yield over the last twelve months, with an annual payout of $1.17 per share. The fund has been increasing its distributions for 3 consecutive years.


1.00%1.50%2.00%2.50%3.00%$0.00$0.20$0.40$0.60$0.80$1.00$1.20201720182019202020212022202320242025
Dividends
Dividend Yield
PeriodTTM202520242023202220212020201920182017
Dividend$1.17$1.14$0.93$0.91$0.73$0.88$0.43$0.75$0.48$0.19

Dividend yield

2.79%2.97%3.16%3.12%2.85%2.99%1.58%2.88%2.13%0.71%

Monthly Dividends

The table displays the monthly dividend distributions for PIMCO RAFI Dynamic Multi-Factor International Equity ETF. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2026$0.00$0.00$0.00$0.25$0.00$0.00$0.25
2025$0.00$0.00$0.00$0.22$0.00$0.00$0.38$0.00$0.00$0.21$0.00$0.33$1.14
2024$0.00$0.00$0.00$0.13$0.00$0.00$0.40$0.00$0.00$0.25$0.00$0.15$0.93
2023$0.00$0.00$0.00$0.18$0.00$0.00$0.35$0.00$0.00$0.20$0.00$0.18$0.91
2022$0.00$0.00$0.00$0.10$0.00$0.00$0.31$0.00$0.00$0.11$0.00$0.21$0.73
2021$0.00$0.00$0.00$0.10$0.00$0.00$0.24$0.00$0.00$0.13$0.00$0.41$0.88

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.


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Worst Drawdowns

The table below displays the maximum drawdowns of the PIMCO RAFI Dynamic Multi-Factor International Equity ETF. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the PIMCO RAFI Dynamic Multi-Factor International Equity ETF was 36.05%, occurring on Mar 23, 2020. Recovery took 179 trading sessions.

The current PIMCO RAFI Dynamic Multi-Factor International Equity ETF drawdown is 1.70%.


Related event

Drawdown

Fall

Recovery

Underwater

COVID crash2020
-36.05%Mar 2020
2y 1mo8mo 16d
2y 10moJan 2018 - Dec 2020
Bear market2022
-25.58%Oct 2022
9mo 2d1y 2mo
1y 11moJan 2022 - Dec 2023
2025 selloff2025
-11.62%Apr 2025
19d16d
1mo 5dMar 2025 - Apr 2025
2026 correction2026
-10.66%Mar 2026
22d
3mo 16dFeb 2026 - now
2025 correction2025
-10.11%Jan 2025
3mo 18d1mo 21d
5mo 9dSep 2024 - Mar 2025

Drawdown Indicators


MFDXBenchmarkDifference

Max Drawdown

Largest peak-to-trough decline

-36.05%

-56.78%

+20.73%

Max Drawdown (1Y)

Largest decline over 1 year

-10.66%

-9.10%

-1.56%

Max Drawdown (3Y)

Largest decline over 3 years

-11.62%

-18.90%

+7.28%

Max Drawdown (5Y)

Largest decline over 5 years

-25.58%

-25.43%

-0.15%

Max Drawdown (10Y)

Largest decline over 10 years

-33.92%

Current Drawdown

Current decline from peak

-1.70%

-2.83%

+1.13%

Average Drawdown

Average peak-to-trough decline

-6.49%

-10.72%

+4.23%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.72%

2.02%

+0.70%

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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Portfolio Analyzer

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