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PEMIX vs. EIDOX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

PEMIX vs. EIDOX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in PIMCO Emerging Markets Corporate Bond Fund (PEMIX) and Eaton Vance Emerging Markets Debt Opportunities Fund Class I (EIDOX). The values are adjusted to include any dividend payments, if applicable.

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PEMIX vs. EIDOX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
PEMIX
PIMCO Emerging Markets Corporate Bond Fund
-1.90%9.97%6.32%6.03%-14.12%-0.72%5.78%11.87%-0.64%9.03%
EIDOX
Eaton Vance Emerging Markets Debt Opportunities Fund Class I
1.43%15.59%14.78%11.40%-6.25%1.52%7.39%18.25%-4.28%12.97%

Returns By Period

In the year-to-date period, PEMIX achieves a -1.90% return, which is significantly lower than EIDOX's 1.43% return. Over the past 10 years, PEMIX has underperformed EIDOX with an annualized return of 3.73%, while EIDOX has yielded a comparatively higher 7.71% annualized return.


PEMIX

1D
0.11%
1M
-3.20%
YTD
-1.90%
6M
-0.51%
1Y
4.78%
3Y*
6.04%
5Y*
0.95%
10Y*
3.73%

EIDOX

1D
-0.65%
1M
-3.19%
YTD
1.43%
6M
6.73%
1Y
14.99%
3Y*
13.64%
5Y*
7.66%
10Y*
7.71%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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PEMIX vs. EIDOX - Expense Ratio Comparison

PEMIX has a 0.90% expense ratio, which is higher than EIDOX's 0.79% expense ratio.


Return for Risk

PEMIX vs. EIDOX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

PEMIX
PEMIX Risk / Return Rank: 7676
Overall Rank
PEMIX Sharpe Ratio Rank: 8282
Sharpe Ratio Rank
PEMIX Sortino Ratio Rank: 8484
Sortino Ratio Rank
PEMIX Omega Ratio Rank: 8686
Omega Ratio Rank
PEMIX Calmar Ratio Rank: 6868
Calmar Ratio Rank
PEMIX Martin Ratio Rank: 6161
Martin Ratio Rank

EIDOX
EIDOX Risk / Return Rank: 9898
Overall Rank
EIDOX Sharpe Ratio Rank: 100100
Sharpe Ratio Rank
EIDOX Sortino Ratio Rank: 9898
Sortino Ratio Rank
EIDOX Omega Ratio Rank: 9898
Omega Ratio Rank
EIDOX Calmar Ratio Rank: 9797
Calmar Ratio Rank
EIDOX Martin Ratio Rank: 9797
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

PEMIX vs. EIDOX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for PIMCO Emerging Markets Corporate Bond Fund (PEMIX) and Eaton Vance Emerging Markets Debt Opportunities Fund Class I (EIDOX). 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.


PEMIXEIDOXDifference

Sharpe ratio

Return per unit of total volatility

1.54

4.16

-2.62

Sortino ratio

Return per unit of downside risk

2.19

5.72

-3.53

Omega ratio

Gain probability vs. loss probability

1.36

2.03

-0.67

Calmar ratio

Return relative to maximum drawdown

1.57

3.85

-2.28

Martin ratio

Return relative to average drawdown

5.87

15.67

-9.79

PEMIX vs. EIDOX - Sharpe Ratio Comparison

The current PEMIX Sharpe Ratio is 1.54, which is lower than the EIDOX Sharpe Ratio of 4.16. The chart below compares the historical Sharpe Ratios of PEMIX and EIDOX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


PEMIXEIDOXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.54

4.16

-2.62

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.25

1.67

-1.42

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.99

1.63

-0.63

Sharpe Ratio (All Time)

Calculated using the full available price history

1.09

1.65

-0.56

Correlation

The correlation between PEMIX and EIDOX is 0.39, 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

PEMIX vs. EIDOX - Dividend Comparison

PEMIX's dividend yield for the trailing twelve months is around 5.99%, less than EIDOX's 11.13% yield.


TTM20252024202320222021202020192018201720162015
PEMIX
PIMCO Emerging Markets Corporate Bond Fund
5.99%6.15%5.45%4.08%3.02%3.41%3.78%4.55%4.99%4.33%4.62%5.32%
EIDOX
Eaton Vance Emerging Markets Debt Opportunities Fund Class I
11.13%9.41%8.52%8.97%9.13%7.82%7.66%7.81%8.10%7.85%4.10%0.00%

Drawdowns

PEMIX vs. EIDOX - Drawdown Comparison

The maximum PEMIX drawdown since its inception was -23.38%, which is greater than EIDOX's maximum drawdown of -19.06%. Use the drawdown chart below to compare losses from any high point for PEMIX and EIDOX.


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Drawdown Indicators


PEMIXEIDOXDifference

Max Drawdown

Largest peak-to-trough decline

-23.38%

-19.06%

-4.32%

Max Drawdown (1Y)

Largest decline over 1 year

-3.37%

-3.56%

+0.19%

Max Drawdown (5Y)

Largest decline over 5 years

-23.38%

-17.42%

-5.96%

Max Drawdown (10Y)

Largest decline over 10 years

-23.38%

-19.06%

-4.32%

Current Drawdown

Current decline from peak

-3.20%

-3.56%

+0.36%

Average Drawdown

Average peak-to-trough decline

-4.27%

-2.50%

-1.77%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.90%

0.88%

+0.02%

Volatility

PEMIX vs. EIDOX - Volatility Comparison

The current volatility for PIMCO Emerging Markets Corporate Bond Fund (PEMIX) is 0.98%, while Eaton Vance Emerging Markets Debt Opportunities Fund Class I (EIDOX) has a volatility of 1.85%. This indicates that PEMIX experiences smaller price fluctuations and is considered to be less risky than EIDOX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


PEMIXEIDOXDifference

Volatility (1M)

Calculated over the trailing 1-month period

0.98%

1.85%

-0.87%

Volatility (6M)

Calculated over the trailing 6-month period

2.00%

2.69%

-0.69%

Volatility (1Y)

Calculated over the trailing 1-year period

3.48%

3.59%

-0.11%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

3.76%

4.61%

-0.85%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

3.78%

4.76%

-0.98%