DCINX vs. PZRIX
Compare and contrast key facts about Dunham International Stock Fund (DCINX) and PIMCO RAE Global ex-US Fund (PZRIX).
DCINX is managed by Dunham. It was launched on Dec 10, 2004. PZRIX is managed by PIMCO. It was launched on Jun 4, 2015.
Performance
DCINX vs. PZRIX - Performance Comparison
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DCINX vs. PZRIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
DCINX Dunham International Stock Fund | 6.08% | 46.37% | 7.65% | 15.98% | -14.67% | 9.70% | 19.86% | 18.14% | -14.27% | 24.40% |
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, DCINX achieves a 6.08% return, which is significantly lower than PZRIX's 9.93% return. Over the past 10 years, DCINX has outperformed PZRIX with an annualized return of 11.14%, while PZRIX has yielded a comparatively lower 10.15% annualized return.
DCINX
- 1D
- 3.28%
- 1M
- -7.65%
- YTD
- 6.08%
- 6M
- 11.83%
- 1Y
- 40.66%
- 3Y*
- 22.81%
- 5Y*
- 11.16%
- 10Y*
- 11.14%
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%
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DCINX vs. PZRIX - Expense Ratio Comparison
DCINX has a 2.92% expense ratio, which is higher than PZRIX's 0.00% expense ratio.
Return for Risk
DCINX vs. PZRIX — Risk / Return Rank
DCINX
PZRIX
DCINX vs. PZRIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Dunham International Stock Fund (DCINX) 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.
| DCINX | PZRIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.47 | 2.67 | -0.20 |
Sortino ratioReturn per unit of downside risk | 3.09 | 3.39 | -0.30 |
Omega ratioGain probability vs. loss probability | 1.48 | 1.52 | -0.04 |
Calmar ratioReturn relative to maximum drawdown | 3.39 | 3.09 | +0.30 |
Martin ratioReturn relative to average drawdown | 13.29 | 14.29 | -1.00 |
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
| DCINX | PZRIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.47 | 2.67 | -0.20 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.74 | 0.69 | +0.06 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.68 | 0.60 | +0.08 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.31 | 0.59 | -0.29 |
Correlation
The correlation between DCINX and PZRIX is 0.90, 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
DCINX vs. PZRIX - Dividend Comparison
DCINX's dividend yield for the trailing twelve months is around 10.32%, more than PZRIX's 5.96% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
DCINX Dunham International Stock Fund | 10.32% | 10.95% | 13.87% | 3.45% | 3.53% | 15.49% | 1.36% | 1.54% | 6.92% | 3.92% | 0.00% |
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% |
Drawdowns
DCINX vs. PZRIX - Drawdown Comparison
The maximum DCINX drawdown since its inception was -61.79%, which is greater than PZRIX's maximum drawdown of -43.53%. Use the drawdown chart below to compare losses from any high point for DCINX and PZRIX.
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Drawdown Indicators
| DCINX | PZRIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -61.79% | -43.53% | -18.26% |
Max Drawdown (1Y)Largest decline over 1 year | -11.91% | -10.68% | -1.23% |
Max Drawdown (5Y)Largest decline over 5 years | -31.18% | -30.85% | -0.33% |
Max Drawdown (10Y)Largest decline over 10 years | -37.28% | -43.53% | +6.25% |
Current DrawdownCurrent decline from peak | -9.02% | -5.20% | -3.82% |
Average DrawdownAverage peak-to-trough decline | -12.94% | -9.00% | -3.94% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.04% | 2.45% | +0.59% |
Volatility
DCINX vs. PZRIX - Volatility Comparison
Dunham International Stock Fund (DCINX) has a higher volatility of 8.60% compared to PIMCO RAE Global ex-US Fund (PZRIX) at 5.45%. This indicates that DCINX'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
| DCINX | PZRIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.60% | 5.45% | +3.15% |
Volatility (6M)Calculated over the trailing 6-month period | 12.37% | 8.92% | +3.45% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.81% | 14.17% | +2.64% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.13% | 15.85% | -0.72% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.40% | 17.02% | -0.62% |