PFIIX vs. PFORX
Compare and contrast key facts about PIMCO Low Duration Income Fund (PFIIX) and PIMCO International Bond Fund (U.S. Dollar-Hedged) (PFORX).
PFIIX is managed by PIMCO. It was launched on Jul 30, 2004. PFORX is managed by PIMCO. It was launched on Dec 1, 1992.
Performance
PFIIX vs. PFORX - Performance Comparison
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PFIIX vs. PFORX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PFIIX PIMCO Low Duration Income Fund | -0.72% | 9.56% | 7.19% | 7.78% | -5.29% | 2.38% | 4.84% | 6.72% | 1.56% | 6.05% |
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, PFIIX achieves a -0.72% return, which is significantly higher than PFORX's -2.23% return. Over the past 10 years, PFIIX has outperformed PFORX with an annualized return of 5.09%, while PFORX has yielded a comparatively lower 2.77% annualized return.
PFIIX
- 1D
- 0.25%
- 1M
- -1.92%
- YTD
- -0.72%
- 6M
- 1.39%
- 1Y
- 5.80%
- 3Y*
- 7.32%
- 5Y*
- 3.91%
- 10Y*
- 5.09%
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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PFIIX vs. PFORX - Expense Ratio Comparison
Both PFIIX and PFORX have an expense ratio of 0.50%.
Return for Risk
PFIIX vs. PFORX — Risk / Return Rank
PFIIX
PFORX
PFIIX vs. PFORX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for PIMCO Low Duration Income Fund (PFIIX) 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.
| PFIIX | PFORX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.17 | 0.64 | +1.53 |
Sortino ratioReturn per unit of downside risk | 3.34 | 0.89 | +2.46 |
Omega ratioGain probability vs. loss probability | 1.49 | 1.12 | +0.37 |
Calmar ratioReturn relative to maximum drawdown | 2.92 | 0.61 | +2.31 |
Martin ratioReturn relative to average drawdown | 11.40 | 2.82 | +8.58 |
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
| PFIIX | PFORX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.17 | 0.64 | +1.53 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 1.27 | 0.31 | +0.95 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 1.61 | 0.90 | +0.71 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.91 | 1.25 | -0.34 |
Correlation
The correlation between PFIIX and PFORX is 0.14, 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
PFIIX vs. PFORX - Dividend Comparison
PFIIX's dividend yield for the trailing twelve months is around 5.05%, more than PFORX's 3.88% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PFIIX PIMCO Low Duration Income Fund | 5.05% | 5.49% | 5.94% | 4.97% | 5.35% | 3.06% | 3.44% | 4.74% | 3.22% | 3.13% | 3.75% | 5.36% |
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
PFIIX vs. PFORX - Drawdown Comparison
The maximum PFIIX drawdown since its inception was -28.35%, which is greater than PFORX's maximum drawdown of -13.87%. Use the drawdown chart below to compare losses from any high point for PFIIX and PFORX.
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Drawdown Indicators
| PFIIX | PFORX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -28.35% | -13.87% | -14.48% |
Max Drawdown (1Y)Largest decline over 1 year | -2.16% | -3.99% | +1.83% |
Max Drawdown (5Y)Largest decline over 5 years | -8.84% | -13.71% | +4.87% |
Max Drawdown (10Y)Largest decline over 10 years | -11.72% | -13.87% | +2.15% |
Current DrawdownCurrent decline from peak | -1.92% | -3.69% | +1.77% |
Average DrawdownAverage peak-to-trough decline | -2.62% | -1.95% | -0.67% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.55% | 0.87% | -0.32% |
Volatility
PFIIX vs. PFORX - Volatility Comparison
The current volatility for PIMCO Low Duration Income Fund (PFIIX) is 1.17%, while PIMCO International Bond Fund (U.S. Dollar-Hedged) (PFORX) has a volatility of 1.93%. This indicates that PFIIX experiences smaller price fluctuations and is considered to be less risky 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
| PFIIX | PFORX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.17% | 1.93% | -0.76% |
Volatility (6M)Calculated over the trailing 6-month period | 1.84% | 2.53% | -0.69% |
Volatility (1Y)Calculated over the trailing 1-year period | 2.94% | 3.38% | -0.44% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 3.11% | 3.46% | -0.35% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 3.17% | 3.08% | +0.09% |