AWPAX vs. PZRIX
Compare and contrast key facts about AB Sustainable International Thematic Fund (AWPAX) and PIMCO RAE Global ex-US Fund (PZRIX).
AWPAX is managed by AllianceBernstein. It was launched on Jun 1, 1994. PZRIX is managed by PIMCO. It was launched on Jun 4, 2015.
Performance
AWPAX vs. PZRIX - Performance Comparison
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AWPAX vs. PZRIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
AWPAX AB Sustainable International Thematic Fund | -8.31% | 13.57% | -0.32% | 13.09% | -26.80% | 9.20% | 29.55% | 26.88% | -17.50% | 34.46% |
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, AWPAX achieves a -8.31% return, which is significantly lower than PZRIX's 7.89% return. Over the past 10 years, AWPAX has underperformed PZRIX with an annualized return of 5.06%, while PZRIX has yielded a comparatively higher 9.95% annualized return.
AWPAX
- 1D
- -0.10%
- 1M
- -12.94%
- YTD
- -8.31%
- 6M
- -8.14%
- 1Y
- 4.08%
- 3Y*
- 3.06%
- 5Y*
- -1.02%
- 10Y*
- 5.06%
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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AWPAX vs. PZRIX - Expense Ratio Comparison
AWPAX has a 1.03% expense ratio, which is higher than PZRIX's 0.00% expense ratio.
Return for Risk
AWPAX vs. PZRIX — Risk / Return Rank
AWPAX
PZRIX
AWPAX vs. PZRIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for AB Sustainable International Thematic Fund (AWPAX) 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.
| AWPAX | PZRIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.20 | 2.41 | -2.21 |
Sortino ratioReturn per unit of downside risk | 0.40 | 3.09 | -2.69 |
Omega ratioGain probability vs. loss probability | 1.05 | 1.47 | -0.41 |
Calmar ratioReturn relative to maximum drawdown | 0.17 | 2.70 | -2.52 |
Martin ratioReturn relative to average drawdown | 0.69 | 12.87 | -12.18 |
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
| AWPAX | PZRIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.20 | 2.41 | -2.21 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.06 | 0.67 | -0.73 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.31 | 0.59 | -0.28 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.31 | 0.58 | -0.27 |
Correlation
The correlation between AWPAX and PZRIX is 0.82, 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
AWPAX vs. PZRIX - Dividend Comparison
AWPAX has not paid dividends to shareholders, while PZRIX's dividend yield for the trailing twelve months is around 6.08%.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
AWPAX AB Sustainable International Thematic Fund | 0.00% | 0.00% | 0.00% | 0.00% | 0.52% | 7.00% | 1.67% | 1.11% | 14.44% | 0.00% | 0.77% |
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
AWPAX vs. PZRIX - Drawdown Comparison
The maximum AWPAX drawdown since its inception was -63.00%, which is greater than PZRIX's maximum drawdown of -43.53%. Use the drawdown chart below to compare losses from any high point for AWPAX and PZRIX.
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Drawdown Indicators
| AWPAX | PZRIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -63.00% | -43.53% | -19.47% |
Max Drawdown (1Y)Largest decline over 1 year | -13.44% | -10.68% | -2.76% |
Max Drawdown (5Y)Largest decline over 5 years | -38.13% | -30.85% | -7.28% |
Max Drawdown (10Y)Largest decline over 10 years | -38.13% | -43.53% | +5.40% |
Current DrawdownCurrent decline from peak | -16.29% | -6.96% | -9.33% |
Average DrawdownAverage peak-to-trough decline | -18.85% | -9.00% | -9.85% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.40% | 2.53% | +0.87% |
Volatility
AWPAX vs. PZRIX - Volatility Comparison
AB Sustainable International Thematic Fund (AWPAX) has a higher volatility of 7.75% compared to PIMCO RAE Global ex-US Fund (PZRIX) at 5.02%. This indicates that AWPAX'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
| AWPAX | PZRIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.75% | 5.02% | +2.73% |
Volatility (6M)Calculated over the trailing 6-month period | 11.71% | 8.77% | +2.94% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.99% | 14.09% | +2.90% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.04% | 15.83% | +1.21% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.63% | 17.01% | -0.38% |