PCFAX vs. PFORX
Compare and contrast key facts about PIMCO RAE PLUS Small Fund (PCFAX) and PIMCO International Bond Fund (U.S. Dollar-Hedged) (PFORX).
PCFAX is managed by PIMCO. It was launched on Sep 30, 2011. PFORX is managed by PIMCO. It was launched on Dec 1, 1992.
Performance
PCFAX vs. PFORX - Performance Comparison
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PCFAX vs. PFORX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PCFAX PIMCO RAE PLUS Small Fund | -2.26% | 6.44% | 20.44% | 17.64% | -12.75% | -38.68% | 9.25% | 21.17% | -12.42% | 12.52% |
PFORX PIMCO International Bond Fund (U.S. Dollar-Hedged) | -2.23% | 4.33% | 5.70% | 9.52% | -10.33% | -1.67% | 6.17% | 7.64% | 2.64% | 3.52% |
Returns By Period
The year-to-date returns for both investments are quite close, with PCFAX having a -2.26% return and PFORX slightly higher at -2.23%. Over the past 10 years, PCFAX has outperformed PFORX with an annualized return of 2.97%, while PFORX has yielded a comparatively lower 2.77% annualized return.
PCFAX
- 1D
- -1.02%
- 1M
- -7.53%
- YTD
- -2.26%
- 6M
- 1.07%
- 1Y
- 13.98%
- 3Y*
- 14.32%
- 5Y*
- -8.86%
- 10Y*
- 2.97%
PFORX
- 1D
- 0.31%
- 1M
- -3.69%
- YTD
- -2.23%
- 6M
- -1.20%
- 1Y
- 1.73%
- 3Y*
- 4.71%
- 5Y*
- 1.08%
- 10Y*
- 2.77%
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PCFAX vs. PFORX - Expense Ratio Comparison
PCFAX has a 1.21% expense ratio, which is higher than PFORX's 0.50% expense ratio.
Return for Risk
PCFAX vs. PFORX — Risk / Return Rank
PCFAX
PFORX
PCFAX vs. PFORX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for PIMCO RAE PLUS Small Fund (PCFAX) and PIMCO International Bond Fund (U.S. Dollar-Hedged) (PFORX). 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.
| PCFAX | PFORX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.64 | 0.64 | 0.00 |
Sortino ratioReturn per unit of downside risk | 1.04 | 0.89 | +0.16 |
Omega ratioGain probability vs. loss probability | 1.14 | 1.12 | +0.02 |
Calmar ratioReturn relative to maximum drawdown | 0.78 | 0.61 | +0.17 |
Martin ratioReturn relative to average drawdown | 3.10 | 2.82 | +0.29 |
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
| PCFAX | PFORX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.64 | 0.64 | 0.00 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.26 | 0.31 | -0.58 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.10 | 0.90 | -0.80 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.07 | 1.25 | -1.18 |
Correlation
The correlation between PCFAX and PFORX is 0.06, 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
PCFAX vs. PFORX - Dividend Comparison
PCFAX's dividend yield for the trailing twelve months is around 3.04%, less than PFORX's 3.88% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PCFAX PIMCO RAE PLUS Small Fund | 3.04% | 2.26% | 6.30% | 1.99% | 13.66% | 100.48% | 18.04% | 2.29% | 12.48% | 8.98% | 0.00% | 26.20% |
PFORX PIMCO International Bond Fund (U.S. Dollar-Hedged) | 3.88% | 4.23% | 4.91% | 3.02% | 3.65% | 1.55% | 2.46% | 6.86% | 2.90% | 1.46% | 1.38% | 9.12% |
Drawdowns
PCFAX vs. PFORX - Drawdown Comparison
The maximum PCFAX drawdown since its inception was -68.63%, which is greater than PFORX's maximum drawdown of -13.87%. Use the drawdown chart below to compare losses from any high point for PCFAX and PFORX.
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Drawdown Indicators
| PCFAX | PFORX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -68.63% | -13.87% | -54.76% |
Max Drawdown (1Y)Largest decline over 1 year | -15.66% | -3.99% | -11.67% |
Max Drawdown (5Y)Largest decline over 5 years | -68.63% | -13.71% | -54.92% |
Max Drawdown (10Y)Largest decline over 10 years | -68.63% | -13.87% | -54.76% |
Current DrawdownCurrent decline from peak | -47.97% | -3.69% | -44.28% |
Average DrawdownAverage peak-to-trough decline | -25.60% | -1.95% | -23.65% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.92% | 0.87% | +3.05% |
Volatility
PCFAX vs. PFORX - Volatility Comparison
PIMCO RAE PLUS Small Fund (PCFAX) has a higher volatility of 5.35% compared to PIMCO International Bond Fund (U.S. Dollar-Hedged) (PFORX) at 1.93%. This indicates that PCFAX's price experiences larger fluctuations and is considered to be riskier than PFORX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PCFAX | PFORX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.35% | 1.93% | +3.42% |
Volatility (6M)Calculated over the trailing 6-month period | 12.61% | 2.53% | +10.08% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.79% | 3.38% | +19.41% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 34.01% | 3.46% | +30.55% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 30.34% | 3.08% | +27.26% |