PEFIX vs. PFORX
Compare and contrast key facts about PIMCO RAE PLUS EMG Fund (PEFIX) and PIMCO International Bond Fund (U.S. Dollar-Hedged) (PFORX).
PEFIX is managed by PIMCO. It was launched on Nov 25, 2008. PFORX is managed by PIMCO. It was launched on Dec 1, 1992.
Performance
PEFIX vs. PFORX - Performance Comparison
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PEFIX vs. PFORX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PEFIX PIMCO RAE PLUS EMG Fund | 6.47% | 27.34% | 7.08% | 20.00% | -16.85% | 20.69% | 5.27% | 14.80% | -13.51% | 31.80% |
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, PEFIX achieves a 6.47% return, which is significantly higher than PFORX's -2.23% return. Over the past 10 years, PEFIX has outperformed PFORX with an annualized return of 11.54%, while PFORX has yielded a comparatively lower 2.77% annualized return.
PEFIX
- 1D
- 0.23%
- 1M
- -10.03%
- YTD
- 6.47%
- 6M
- 13.41%
- 1Y
- 32.86%
- 3Y*
- 19.13%
- 5Y*
- 9.34%
- 10Y*
- 11.54%
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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PEFIX vs. PFORX - Expense Ratio Comparison
PEFIX has a 1.10% expense ratio, which is higher than PFORX's 0.50% expense ratio.
Return for Risk
PEFIX vs. PFORX — Risk / Return Rank
PEFIX
PFORX
PEFIX vs. PFORX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for PIMCO RAE PLUS EMG Fund (PEFIX) 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.
| PEFIX | PFORX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.97 | 0.64 | +1.33 |
Sortino ratioReturn per unit of downside risk | 2.37 | 0.89 | +1.48 |
Omega ratioGain probability vs. loss probability | 1.38 | 1.12 | +0.26 |
Calmar ratioReturn relative to maximum drawdown | 2.19 | 0.61 | +1.58 |
Martin ratioReturn relative to average drawdown | 8.75 | 2.82 | +5.93 |
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
| PEFIX | PFORX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.97 | 0.64 | +1.33 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.60 | 0.31 | +0.29 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.69 | 0.90 | -0.22 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.62 | 1.25 | -0.63 |
Correlation
The correlation between PEFIX 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
PEFIX vs. PFORX - Dividend Comparison
PEFIX's dividend yield for the trailing twelve months is around 4.23%, more than PFORX's 3.88% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PEFIX PIMCO RAE PLUS EMG Fund | 4.23% | 3.73% | 9.33% | 2.11% | 18.29% | 46.03% | 8.19% | 0.38% | 4.76% | 7.08% | 4.48% | 0.00% |
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
PEFIX vs. PFORX - Drawdown Comparison
The maximum PEFIX drawdown since its inception was -51.44%, which is greater than PFORX's maximum drawdown of -13.87%. Use the drawdown chart below to compare losses from any high point for PEFIX and PFORX.
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Drawdown Indicators
| PEFIX | PFORX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -51.44% | -13.87% | -37.57% |
Max Drawdown (1Y)Largest decline over 1 year | -13.23% | -3.99% | -9.24% |
Max Drawdown (5Y)Largest decline over 5 years | -32.17% | -13.71% | -18.46% |
Max Drawdown (10Y)Largest decline over 10 years | -51.44% | -13.87% | -37.57% |
Current DrawdownCurrent decline from peak | -10.12% | -3.69% | -6.43% |
Average DrawdownAverage peak-to-trough decline | -12.03% | -1.95% | -10.08% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.50% | 0.87% | +2.63% |
Volatility
PEFIX vs. PFORX - Volatility Comparison
PIMCO RAE PLUS EMG Fund (PEFIX) has a higher volatility of 6.72% compared to PIMCO International Bond Fund (U.S. Dollar-Hedged) (PFORX) at 1.93%. This indicates that PEFIX'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
| PEFIX | PFORX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.72% | 1.93% | +4.79% |
Volatility (6M)Calculated over the trailing 6-month period | 11.33% | 2.53% | +8.80% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.21% | 3.38% | +12.83% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.54% | 3.46% | +12.08% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.88% | 3.08% | +13.80% |