PELBX vs. PEBIX
Compare and contrast key facts about PIMCO Emerging Markets Local Currency and Bond Fund (PELBX) and PIMCO Emerging Markets Bond Fund (PEBIX).
PELBX is managed by PIMCO. It was launched on Dec 28, 2006. PEBIX is managed by PIMCO. It was launched on Jul 30, 1997.
Performance
PELBX vs. PEBIX - Performance Comparison
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PELBX vs. PEBIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PELBX PIMCO Emerging Markets Local Currency and Bond Fund | -3.25% | 22.96% | -0.75% | 15.11% | -7.36% | -8.13% | 2.16% | 17.23% | -7.49% | 15.44% |
PEBIX PIMCO Emerging Markets Bond Fund | -1.60% | 15.48% | 7.83% | 11.48% | -17.48% | -2.00% | 6.56% | 14.91% | -4.17% | 10.60% |
Returns By Period
In the year-to-date period, PELBX achieves a -3.25% return, which is significantly lower than PEBIX's -1.60% return. Over the past 10 years, PELBX has underperformed PEBIX with an annualized return of 4.03%, while PEBIX has yielded a comparatively higher 4.56% annualized return.
PELBX
- 1D
- 0.66%
- 1M
- -5.56%
- YTD
- -3.25%
- 6M
- 0.83%
- 1Y
- 13.36%
- 3Y*
- 8.77%
- 5Y*
- 4.46%
- 10Y*
- 4.03%
PEBIX
- 1D
- 0.34%
- 1M
- -3.38%
- YTD
- -1.60%
- 6M
- 1.78%
- 1Y
- 10.14%
- 3Y*
- 10.00%
- 5Y*
- 2.93%
- 10Y*
- 4.56%
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PELBX vs. PEBIX - Expense Ratio Comparison
PELBX has a 1.22% expense ratio, which is higher than PEBIX's 0.83% expense ratio.
Return for Risk
PELBX vs. PEBIX — Risk / Return Rank
PELBX
PEBIX
PELBX vs. PEBIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for PIMCO Emerging Markets Local Currency and Bond Fund (PELBX) and PIMCO Emerging Markets Bond Fund (PEBIX). 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.
| PELBX | PEBIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.05 | 2.04 | +0.01 |
Sortino ratioReturn per unit of downside risk | 2.81 | 2.90 | -0.09 |
Omega ratioGain probability vs. loss probability | 1.41 | 1.41 | -0.01 |
Calmar ratioReturn relative to maximum drawdown | 1.92 | 2.46 | -0.54 |
Martin ratioReturn relative to average drawdown | 8.62 | 10.07 | -1.46 |
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
| PELBX | PEBIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.05 | 2.04 | +0.01 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.57 | 0.47 | +0.10 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.45 | 0.72 | -0.27 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.36 | 0.88 | -0.52 |
Correlation
The correlation between PELBX and PEBIX is 0.56, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
PELBX vs. PEBIX - Dividend Comparison
PELBX's dividend yield for the trailing twelve months is around 6.57%, more than PEBIX's 6.09% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PELBX PIMCO Emerging Markets Local Currency and Bond Fund | 6.57% | 6.71% | 7.08% | 4.81% | 3.24% | 4.87% | 4.87% | 6.14% | 6.88% | 5.84% | 5.69% | 5.51% |
PEBIX PIMCO Emerging Markets Bond Fund | 6.09% | 6.68% | 6.81% | 5.36% | 6.21% | 4.41% | 4.23% | 4.47% | 4.41% | 5.10% | 5.57% | 6.08% |
Drawdowns
PELBX vs. PEBIX - Drawdown Comparison
The maximum PELBX drawdown since its inception was -36.17%, roughly equal to the maximum PEBIX drawdown of -35.49%. Use the drawdown chart below to compare losses from any high point for PELBX and PEBIX.
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Drawdown Indicators
| PELBX | PEBIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -36.17% | -35.49% | -0.68% |
Max Drawdown (1Y)Largest decline over 1 year | -7.33% | -4.56% | -2.77% |
Max Drawdown (5Y)Largest decline over 5 years | -23.01% | -28.10% | +5.09% |
Max Drawdown (10Y)Largest decline over 10 years | -24.89% | -28.10% | +3.21% |
Current DrawdownCurrent decline from peak | -6.72% | -3.90% | -2.82% |
Average DrawdownAverage peak-to-trough decline | -11.30% | -4.71% | -6.59% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.63% | 1.11% | +0.52% |
Volatility
PELBX vs. PEBIX - Volatility Comparison
PIMCO Emerging Markets Local Currency and Bond Fund (PELBX) has a higher volatility of 3.46% compared to PIMCO Emerging Markets Bond Fund (PEBIX) at 1.88%. This indicates that PELBX's price experiences larger fluctuations and is considered to be riskier than PEBIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PELBX | PEBIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.46% | 1.88% | +1.58% |
Volatility (6M)Calculated over the trailing 6-month period | 4.89% | 3.03% | +1.86% |
Volatility (1Y)Calculated over the trailing 1-year period | 6.62% | 5.17% | +1.45% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 7.91% | 6.28% | +1.63% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 8.94% | 6.36% | +2.58% |