PCFIX vs. PFORX
Compare and contrast key facts about PIMCO RAE PLUS Small Fund (PCFIX) and PIMCO International Bond Fund (U.S. Dollar-Hedged) (PFORX).
PCFIX is managed by PIMCO. It was launched on Sep 30, 2011. PFORX is managed by PIMCO. It was launched on Dec 1, 1992.
Performance
PCFIX vs. PFORX - Performance Comparison
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PCFIX vs. PFORX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PCFIX PIMCO RAE PLUS Small Fund | -2.10% | 6.78% | 20.88% | 18.04% | -12.46% | -36.92% | 9.77% | 21.53% | -12.19% | 12.90% |
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
In the year-to-date period, PCFIX achieves a -2.10% return, which is significantly higher than PFORX's -2.23% return. Over the past 10 years, PCFIX has outperformed PFORX with an annualized return of 3.59%, while PFORX has yielded a comparatively lower 2.77% annualized return.
PCFIX
- 1D
- -0.95%
- 1M
- -7.45%
- YTD
- -2.10%
- 6M
- 1.30%
- 1Y
- 14.37%
- 3Y*
- 14.75%
- 5Y*
- -8.08%
- 10Y*
- 3.59%
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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PCFIX vs. PFORX - Expense Ratio Comparison
PCFIX has a 0.85% expense ratio, which is higher than PFORX's 0.50% expense ratio.
Return for Risk
PCFIX vs. PFORX — Risk / Return Rank
PCFIX
PFORX
PCFIX vs. PFORX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for PIMCO RAE PLUS Small Fund (PCFIX) 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.
| PCFIX | PFORX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.66 | 0.64 | +0.02 |
Sortino ratioReturn per unit of downside risk | 1.07 | 0.89 | +0.18 |
Omega ratioGain probability vs. loss probability | 1.14 | 1.12 | +0.02 |
Calmar ratioReturn relative to maximum drawdown | 0.80 | 0.61 | +0.19 |
Martin ratioReturn relative to average drawdown | 3.22 | 2.82 | +0.40 |
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
| PCFIX | PFORX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.66 | 0.64 | +0.02 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.24 | 0.31 | -0.56 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.12 | 0.90 | -0.78 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.29 | 1.25 | -0.96 |
Correlation
The correlation between PCFIX and PFORX is 0.04, 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
PCFIX vs. PFORX - Dividend Comparison
PCFIX's dividend yield for the trailing twelve months is around 3.05%, less than PFORX's 3.88% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PCFIX PIMCO RAE PLUS Small Fund | 3.05% | 2.24% | 6.12% | 2.12% | 13.29% | 96.19% | 18.00% | 2.63% | 12.78% | 9.33% | 0.00% | 26.50% |
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
PCFIX vs. PFORX - Drawdown Comparison
The maximum PCFIX drawdown since its inception was -67.77%, which is greater than PFORX's maximum drawdown of -13.87%. Use the drawdown chart below to compare losses from any high point for PCFIX and PFORX.
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Drawdown Indicators
| PCFIX | PFORX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -67.77% | -13.87% | -53.90% |
Max Drawdown (1Y)Largest decline over 1 year | -15.69% | -3.99% | -11.70% |
Max Drawdown (5Y)Largest decline over 5 years | -67.77% | -13.71% | -54.06% |
Max Drawdown (10Y)Largest decline over 10 years | -67.77% | -13.87% | -53.90% |
Current DrawdownCurrent decline from peak | -45.84% | -3.69% | -42.15% |
Average DrawdownAverage peak-to-trough decline | -21.20% | -1.95% | -19.25% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.92% | 0.87% | +3.05% |
Volatility
PCFIX vs. PFORX - Volatility Comparison
PIMCO RAE PLUS Small Fund (PCFIX) has a higher volatility of 5.43% compared to PIMCO International Bond Fund (U.S. Dollar-Hedged) (PFORX) at 1.93%. This indicates that PCFIX'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
| PCFIX | PFORX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.43% | 1.93% | +3.50% |
Volatility (6M)Calculated over the trailing 6-month period | 12.64% | 2.53% | +10.11% |
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 | 33.66% | 3.46% | +30.20% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 30.13% | 3.08% | +27.05% |