AFGPX vs. PZRIX
Compare and contrast key facts about Alger International Focus Fund (AFGPX) and PIMCO RAE Global ex-US Fund (PZRIX).
AFGPX is managed by Alger. It was launched on Nov 10, 1986. PZRIX is managed by PIMCO. It was launched on Jun 4, 2015.
Performance
AFGPX vs. PZRIX - Performance Comparison
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AFGPX vs. PZRIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
AFGPX Alger International Focus Fund | -6.08% | 18.22% | 5.20% | 18.03% | -31.00% | 9.09% | 43.38% | 27.60% | -21.49% | 25.80% |
PZRIX PIMCO RAE Global ex-US Fund | 7.89% | 34.05% | 3.29% | 19.31% | -9.11% | 12.08% | 1.74% | 15.94% | -14.93% | 26.00% |
Returns By Period
In the year-to-date period, AFGPX achieves a -6.08% return, which is significantly lower than PZRIX's 7.89% return. Over the past 10 years, AFGPX has underperformed PZRIX with an annualized return of 6.47%, while PZRIX has yielded a comparatively higher 9.95% annualized return.
AFGPX
- 1D
- -0.64%
- 1M
- -11.21%
- YTD
- -6.08%
- 6M
- -8.34%
- 1Y
- 8.29%
- 3Y*
- 8.68%
- 5Y*
- 1.67%
- 10Y*
- 6.47%
PZRIX
- 1D
- 0.41%
- 1M
- -6.89%
- YTD
- 7.89%
- 6M
- 16.45%
- 1Y
- 34.85%
- 3Y*
- 18.91%
- 5Y*
- 10.55%
- 10Y*
- 9.95%
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AFGPX vs. PZRIX - Expense Ratio Comparison
AFGPX has a 1.28% expense ratio, which is higher than PZRIX's 0.00% expense ratio.
Return for Risk
AFGPX vs. PZRIX — Risk / Return Rank
AFGPX
PZRIX
AFGPX vs. PZRIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Alger International Focus Fund (AFGPX) and PIMCO RAE Global ex-US Fund (PZRIX). 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.
| AFGPX | PZRIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.38 | 2.41 | -2.03 |
Sortino ratioReturn per unit of downside risk | 0.65 | 3.09 | -2.44 |
Omega ratioGain probability vs. loss probability | 1.09 | 1.47 | -0.38 |
Calmar ratioReturn relative to maximum drawdown | 0.41 | 2.70 | -2.29 |
Martin ratioReturn relative to average drawdown | 1.52 | 12.87 | -11.35 |
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
| AFGPX | PZRIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.38 | 2.41 | -2.03 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.08 | 0.67 | -0.59 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.33 | 0.59 | -0.25 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.44 | 0.58 | -0.14 |
Correlation
The correlation between AFGPX and PZRIX is 0.80, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
AFGPX vs. PZRIX - Dividend Comparison
AFGPX's dividend yield for the trailing twelve months is around 14.70%, more than PZRIX's 6.08% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
AFGPX Alger International Focus Fund | 14.70% | 13.81% | 6.27% | 0.00% | 0.00% | 10.04% | 0.00% | 4.42% | 2.96% | 5.26% | 1.26% |
PZRIX PIMCO RAE Global ex-US Fund | 6.08% | 6.56% | 6.70% | 9.19% | 8.80% | 11.99% | 2.04% | 6.32% | 2.80% | 4.13% | 2.58% |
Drawdowns
AFGPX vs. PZRIX - Drawdown Comparison
The maximum AFGPX drawdown since its inception was -63.63%, which is greater than PZRIX's maximum drawdown of -43.53%. Use the drawdown chart below to compare losses from any high point for AFGPX and PZRIX.
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Drawdown Indicators
| AFGPX | PZRIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -63.63% | -43.53% | -20.10% |
Max Drawdown (1Y)Largest decline over 1 year | -12.92% | -10.68% | -2.24% |
Max Drawdown (5Y)Largest decline over 5 years | -42.17% | -30.85% | -11.32% |
Max Drawdown (10Y)Largest decline over 10 years | -42.17% | -43.53% | +1.36% |
Current DrawdownCurrent decline from peak | -12.92% | -6.96% | -5.96% |
Average DrawdownAverage peak-to-trough decline | -19.50% | -9.00% | -10.50% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.49% | 2.53% | +0.96% |
Volatility
AFGPX vs. PZRIX - Volatility Comparison
Alger International Focus Fund (AFGPX) has a higher volatility of 9.02% compared to PIMCO RAE Global ex-US Fund (PZRIX) at 5.02%. This indicates that AFGPX's price experiences larger fluctuations and is considered to be riskier than PZRIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| AFGPX | PZRIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 9.02% | 5.02% | +4.00% |
Volatility (6M)Calculated over the trailing 6-month period | 14.19% | 8.77% | +5.42% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.98% | 14.09% | +4.89% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.94% | 15.83% | +4.11% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.41% | 17.01% | +2.40% |