DFSHX vs. PAIIX
Compare and contrast key facts about DFA Selectively Hedged Global Fixed Income Portfolio (DFSHX) and PIMCO Global Bond Opportunities Fund (U.S. Dollar-Hedged) (PAIIX).
DFSHX is managed by Dimensional. It was launched on Jan 8, 2008. PAIIX is managed by PIMCO. It was launched on Oct 1, 1995.
Performance
DFSHX vs. PAIIX - Performance Comparison
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DFSHX vs. PAIIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
DFSHX DFA Selectively Hedged Global Fixed Income Portfolio | 0.00% | 4.84% | 5.66% | 5.55% | -6.24% | -0.82% | 2.33% | 4.82% | 1.83% | 2.61% |
PAIIX PIMCO Global Bond Opportunities Fund (U.S. Dollar-Hedged) | -2.94% | 8.23% | 4.02% | 6.63% | -6.00% | -0.84% | 6.95% | 6.40% | -0.80% | 3.97% |
Returns By Period
Over the past 10 years, DFSHX has underperformed PAIIX with an annualized return of 2.01%, while PAIIX has yielded a comparatively higher 2.78% annualized return.
DFSHX
- 1D
- 0.11%
- 1M
- -1.18%
- YTD
- 0.00%
- 6M
- 0.89%
- 1Y
- 3.60%
- 3Y*
- 4.80%
- 5Y*
- 1.75%
- 10Y*
- 2.01%
PAIIX
- 1D
- 0.42%
- 1M
- -3.85%
- YTD
- -2.94%
- 6M
- -1.59%
- 1Y
- 2.48%
- 3Y*
- 4.59%
- 5Y*
- 1.73%
- 10Y*
- 2.78%
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DFSHX vs. PAIIX - Expense Ratio Comparison
DFSHX has a 0.16% expense ratio, which is lower than PAIIX's 0.90% expense ratio.
Return for Risk
DFSHX vs. PAIIX — Risk / Return Rank
DFSHX
PAIIX
DFSHX vs. PAIIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for DFA Selectively Hedged Global Fixed Income Portfolio (DFSHX) and PIMCO Global Bond Opportunities Fund (U.S. Dollar-Hedged) (PAIIX). 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.
| DFSHX | PAIIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 3.11 | 0.75 | +2.36 |
Sortino ratioReturn per unit of downside risk | 4.62 | 1.03 | +3.59 |
Omega ratioGain probability vs. loss probability | 1.98 | 1.14 | +0.83 |
Calmar ratioReturn relative to maximum drawdown | 2.89 | 0.74 | +2.15 |
Martin ratioReturn relative to average drawdown | 14.69 | 3.24 | +11.45 |
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
| DFSHX | PAIIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 3.11 | 0.75 | +2.36 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.53 | 0.54 | -0.01 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.76 | 0.96 | -0.20 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.46 | 1.09 | -0.63 |
Correlation
The correlation between DFSHX and PAIIX is 0.35, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
DFSHX vs. PAIIX - Dividend Comparison
DFSHX's dividend yield for the trailing twelve months is around 4.26%, less than PAIIX's 4.35% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DFSHX DFA Selectively Hedged Global Fixed Income Portfolio | 4.26% | 4.26% | 4.50% | 3.90% | 0.04% | 1.77% | 0.03% | 2.52% | 3.23% | 1.75% | 1.63% | 1.11% |
PAIIX PIMCO Global Bond Opportunities Fund (U.S. Dollar-Hedged) | 4.35% | 4.44% | 3.72% | 2.05% | 7.25% | 2.59% | 1.90% | 3.75% | 1.78% | 2.73% | 2.23% | 5.44% |
Drawdowns
DFSHX vs. PAIIX - Drawdown Comparison
The maximum DFSHX drawdown since its inception was -9.58%, smaller than the maximum PAIIX drawdown of -13.59%. Use the drawdown chart below to compare losses from any high point for DFSHX and PAIIX.
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Drawdown Indicators
| DFSHX | PAIIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -9.58% | -13.59% | +4.01% |
Max Drawdown (1Y)Largest decline over 1 year | -1.28% | -4.25% | +2.97% |
Max Drawdown (5Y)Largest decline over 5 years | -9.58% | -9.91% | +0.33% |
Max Drawdown (10Y)Largest decline over 10 years | -9.58% | -10.44% | +0.86% |
Current DrawdownCurrent decline from peak | -1.18% | -3.85% | +2.67% |
Average DrawdownAverage peak-to-trough decline | -2.32% | -1.99% | -0.33% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.25% | 0.97% | -0.72% |
Volatility
DFSHX vs. PAIIX - Volatility Comparison
The current volatility for DFA Selectively Hedged Global Fixed Income Portfolio (DFSHX) is 0.67%, while PIMCO Global Bond Opportunities Fund (U.S. Dollar-Hedged) (PAIIX) has a volatility of 2.23%. This indicates that DFSHX experiences smaller price fluctuations and is considered to be less risky than PAIIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| DFSHX | PAIIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.67% | 2.23% | -1.56% |
Volatility (6M)Calculated over the trailing 6-month period | 0.94% | 2.86% | -1.92% |
Volatility (1Y)Calculated over the trailing 1-year period | 1.17% | 3.94% | -2.77% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 3.34% | 3.25% | +0.09% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 2.66% | 2.92% | -0.26% |