BNUEX vs. PZRIX
Compare and contrast key facts about UBS International Sustainable Equity Fund (BNUEX) and PIMCO RAE Global ex-US Fund (PZRIX).
BNUEX is managed by UBS. It was launched on Aug 31, 1993. PZRIX is managed by PIMCO. It was launched on Jun 4, 2015.
Performance
BNUEX vs. PZRIX - Performance Comparison
Loading graphics...
BNUEX vs. PZRIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BNUEX UBS International Sustainable Equity Fund | -1.50% | 29.10% | 6.62% | 15.40% | -14.08% | 3.24% | 12.95% | 22.61% | -16.73% | 31.21% |
PZRIX PIMCO RAE Global ex-US Fund | 9.93% | 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, BNUEX achieves a -1.50% return, which is significantly lower than PZRIX's 9.93% return. Over the past 10 years, BNUEX has underperformed PZRIX with an annualized return of 8.36%, while PZRIX has yielded a comparatively higher 10.15% annualized return.
BNUEX
- 1D
- 2.89%
- 1M
- -5.32%
- YTD
- -1.50%
- 6M
- 3.89%
- 1Y
- 20.99%
- 3Y*
- 13.47%
- 5Y*
- 6.10%
- 10Y*
- 8.36%
PZRIX
- 1D
- 1.89%
- 1M
- -4.32%
- YTD
- 9.93%
- 6M
- 17.91%
- 1Y
- 37.11%
- 3Y*
- 19.65%
- 5Y*
- 10.81%
- 10Y*
- 10.15%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
BNUEX vs. PZRIX - Expense Ratio Comparison
BNUEX has a 1.00% expense ratio, which is higher than PZRIX's 0.00% expense ratio.
Return for Risk
BNUEX vs. PZRIX — Risk / Return Rank
BNUEX
PZRIX
BNUEX vs. PZRIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for UBS International Sustainable Equity Fund (BNUEX) 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.
| BNUEX | PZRIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.36 | 2.67 | -1.31 |
Sortino ratioReturn per unit of downside risk | 1.89 | 3.39 | -1.51 |
Omega ratioGain probability vs. loss probability | 1.28 | 1.52 | -0.24 |
Calmar ratioReturn relative to maximum drawdown | 1.02 | 3.09 | -2.07 |
Martin ratioReturn relative to average drawdown | 4.81 | 14.29 | -9.47 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| BNUEX | PZRIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.36 | 2.67 | -1.31 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.41 | 0.69 | -0.28 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.53 | 0.60 | -0.07 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.31 | 0.59 | -0.28 |
Correlation
The correlation between BNUEX and PZRIX is 0.85, 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
BNUEX vs. PZRIX - Dividend Comparison
BNUEX's dividend yield for the trailing twelve months is around 1.97%, less than PZRIX's 5.96% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BNUEX UBS International Sustainable Equity Fund | 1.97% | 1.94% | 1.64% | 0.85% | 14.17% | 9.87% | 1.30% | 1.43% | 1.99% | 1.38% | 2.37% | 1.31% |
PZRIX PIMCO RAE Global ex-US Fund | 5.96% | 6.56% | 6.70% | 9.19% | 8.80% | 11.99% | 2.04% | 6.32% | 2.80% | 4.13% | 2.58% | 0.00% |
Drawdowns
BNUEX vs. PZRIX - Drawdown Comparison
The maximum BNUEX drawdown since its inception was -61.03%, which is greater than PZRIX's maximum drawdown of -43.53%. Use the drawdown chart below to compare losses from any high point for BNUEX and PZRIX.
Loading graphics...
Drawdown Indicators
| BNUEX | PZRIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -61.03% | -43.53% | -17.50% |
Max Drawdown (1Y)Largest decline over 1 year | -11.70% | -10.68% | -1.02% |
Max Drawdown (5Y)Largest decline over 5 years | -30.49% | -30.85% | +0.36% |
Max Drawdown (10Y)Largest decline over 10 years | -36.07% | -43.53% | +7.46% |
Current DrawdownCurrent decline from peak | -6.52% | -5.20% | -1.32% |
Average DrawdownAverage peak-to-trough decline | -12.10% | -9.00% | -3.10% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.26% | 2.45% | +0.81% |
Volatility
BNUEX vs. PZRIX - Volatility Comparison
UBS International Sustainable Equity Fund (BNUEX) has a higher volatility of 6.28% compared to PIMCO RAE Global ex-US Fund (PZRIX) at 5.45%. This indicates that BNUEX'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.
Loading graphics...
Volatility by Period
| BNUEX | PZRIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.28% | 5.45% | +0.83% |
Volatility (6M)Calculated over the trailing 6-month period | 10.08% | 8.92% | +1.16% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.00% | 14.17% | +2.83% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.37% | 15.85% | -0.48% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.06% | 17.02% | -0.96% |