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ANDIX vs. PSKIX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

ANDIX vs. PSKIX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in AQR International Defensive Style Fund (ANDIX) and PIMCO StocksPLUS International Fund (Unhedged) (PSKIX). The values are adjusted to include any dividend payments, if applicable.

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ANDIX vs. PSKIX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
ANDIX
AQR International Defensive Style Fund
-0.25%21.41%2.83%12.06%-14.26%7.59%8.43%18.39%-10.35%22.86%
PSKIX
PIMCO StocksPLUS International Fund (Unhedged)
-3.16%29.49%2.59%17.88%-18.66%11.14%8.77%23.23%-14.91%27.10%

Returns By Period

In the year-to-date period, ANDIX achieves a -0.25% return, which is significantly higher than PSKIX's -3.16% return. Over the past 10 years, ANDIX has underperformed PSKIX with an annualized return of 6.30%, while PSKIX has yielded a comparatively higher 8.14% annualized return.


ANDIX

1D
0.50%
1M
-8.31%
YTD
-0.25%
6M
2.13%
1Y
13.15%
3Y*
9.32%
5Y*
4.98%
10Y*
6.30%

PSKIX

1D
0.00%
1M
-12.24%
YTD
-3.16%
6M
1.07%
1Y
18.63%
3Y*
11.98%
5Y*
5.85%
10Y*
8.14%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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ANDIX vs. PSKIX - Expense Ratio Comparison

ANDIX has a 0.55% expense ratio, which is lower than PSKIX's 0.65% expense ratio.


Return for Risk

ANDIX vs. PSKIX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

ANDIX
ANDIX Risk / Return Rank: 5353
Overall Rank
ANDIX Sharpe Ratio Rank: 5252
Sharpe Ratio Rank
ANDIX Sortino Ratio Rank: 4949
Sortino Ratio Rank
ANDIX Omega Ratio Rank: 4747
Omega Ratio Rank
ANDIX Calmar Ratio Rank: 6161
Calmar Ratio Rank
ANDIX Martin Ratio Rank: 5454
Martin Ratio Rank

PSKIX
PSKIX Risk / Return Rank: 4646
Overall Rank
PSKIX Sharpe Ratio Rank: 4949
Sharpe Ratio Rank
PSKIX Sortino Ratio Rank: 4444
Sortino Ratio Rank
PSKIX Omega Ratio Rank: 4949
Omega Ratio Rank
PSKIX Calmar Ratio Rank: 4646
Calmar Ratio Rank
PSKIX Martin Ratio Rank: 4545
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.

ANDIX vs. PSKIX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for AQR International Defensive Style Fund (ANDIX) and PIMCO StocksPLUS International Fund (Unhedged) (PSKIX). 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.


ANDIXPSKIXDifference

Sharpe ratio

Return per unit of total volatility

0.99

0.94

+0.04

Sortino ratio

Return per unit of downside risk

1.40

1.31

+0.09

Omega ratio

Gain probability vs. loss probability

1.20

1.20

0.00

Calmar ratio

Return relative to maximum drawdown

1.42

1.14

+0.28

Martin ratio

Return relative to average drawdown

5.30

4.53

+0.78

ANDIX vs. PSKIX - Sharpe Ratio Comparison

The current ANDIX Sharpe Ratio is 0.99, which is comparable to the PSKIX Sharpe Ratio of 0.94. The chart below compares the historical Sharpe Ratios of ANDIX and PSKIX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


ANDIXPSKIXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.99

0.94

+0.04

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.39

0.38

+0.02

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.47

0.52

-0.05

Sharpe Ratio (All Time)

Calculated using the full available price history

0.49

0.27

+0.22

Correlation

The correlation between ANDIX and PSKIX is 0.72, 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

ANDIX vs. PSKIX - Dividend Comparison

ANDIX's dividend yield for the trailing twelve months is around 4.76%, more than PSKIX's 2.52% yield.


TTM20252024202320222021202020192018201720162015
ANDIX
AQR International Defensive Style Fund
4.76%4.74%2.29%3.02%2.00%2.53%1.73%2.51%2.40%3.30%1.47%2.09%
PSKIX
PIMCO StocksPLUS International Fund (Unhedged)
2.52%1.57%6.23%1.53%43.17%32.03%0.58%1.77%17.85%5.71%0.00%6.99%

Drawdowns

ANDIX vs. PSKIX - Drawdown Comparison

The maximum ANDIX drawdown since its inception was -27.59%, smaller than the maximum PSKIX drawdown of -64.91%. Use the drawdown chart below to compare losses from any high point for ANDIX and PSKIX.


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Drawdown Indicators


ANDIXPSKIXDifference

Max Drawdown

Largest peak-to-trough decline

-27.59%

-64.91%

+37.32%

Max Drawdown (1Y)

Largest decline over 1 year

-8.76%

-12.34%

+3.58%

Max Drawdown (5Y)

Largest decline over 5 years

-27.59%

-33.21%

+5.62%

Max Drawdown (10Y)

Largest decline over 10 years

-27.59%

-38.59%

+11.00%

Current Drawdown

Current decline from peak

-8.31%

-12.24%

+3.93%

Average Drawdown

Average peak-to-trough decline

-5.33%

-10.93%

+5.60%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.35%

3.42%

-1.07%

Volatility

ANDIX vs. PSKIX - Volatility Comparison

The current volatility for AQR International Defensive Style Fund (ANDIX) is 5.12%, while PIMCO StocksPLUS International Fund (Unhedged) (PSKIX) has a volatility of 6.86%. This indicates that ANDIX experiences smaller price fluctuations and is considered to be less risky than PSKIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


ANDIXPSKIXDifference

Volatility (1M)

Calculated over the trailing 1-month period

5.12%

6.86%

-1.74%

Volatility (6M)

Calculated over the trailing 6-month period

8.12%

10.32%

-2.20%

Volatility (1Y)

Calculated over the trailing 1-year period

12.93%

17.41%

-4.48%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

12.75%

15.64%

-2.89%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

13.44%

15.70%

-2.26%