PFORX vs. BIL
Compare and contrast key facts about PIMCO International Bond Fund (U.S. Dollar-Hedged) (PFORX) and SPDR Barclays 1-3 Month T-Bill ETF (BIL).
PFORX is managed by PIMCO. It was launched on Dec 1, 1992. BIL is a passively managed fund by State Street that tracks the performance of the Barclays Capital U.S. 1-3 Month Treasury Bill Index. It was launched on May 25, 2007.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: PFORX or BIL.
Correlation
The correlation between PFORX and BIL is -0.02. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
Performance
PFORX vs. BIL - Performance Comparison
Key characteristics
PFORX:
1.91
BIL:
20.50
PFORX:
2.92
BIL:
251.65
PFORX:
1.38
BIL:
146.29
PFORX:
1.91
BIL:
445.64
PFORX:
10.71
BIL:
4,090.73
PFORX:
0.59%
BIL:
0.00%
PFORX:
3.31%
BIL:
0.24%
PFORX:
-13.38%
BIL:
-0.77%
PFORX:
-0.02%
BIL:
0.00%
Returns By Period
In the year-to-date period, PFORX achieves a 0.88% return, which is significantly lower than BIL's 1.33% return. Over the past 10 years, PFORX has outperformed BIL with an annualized return of 2.82%, while BIL has yielded a comparatively lower 1.75% annualized return.
PFORX
0.88%
1.31%
2.72%
6.86%
2.07%
2.82%
BIL
1.33%
0.37%
2.17%
4.82%
2.54%
1.75%
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PFORX vs. BIL - Expense Ratio Comparison
PFORX has a 0.50% expense ratio, which is higher than BIL's 0.14% expense ratio.
Risk-Adjusted Performance
PFORX vs. BIL — Risk-Adjusted Performance Rank
PFORX
BIL
PFORX vs. BIL - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for PIMCO International Bond Fund (U.S. Dollar-Hedged) (PFORX) and SPDR Barclays 1-3 Month T-Bill ETF (BIL). 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.
Dividends
PFORX vs. BIL - Dividend Comparison
PFORX's dividend yield for the trailing twelve months is around 5.21%, more than BIL's 4.76% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PFORX PIMCO International Bond Fund (U.S. Dollar-Hedged) | 5.21% | 4.91% | 3.01% | 4.22% | 1.55% | 2.44% | 6.58% | 2.90% | 1.46% | 1.39% | 9.12% | 8.41% |
BIL SPDR Barclays 1-3 Month T-Bill ETF | 4.76% | 5.03% | 4.92% | 1.35% | 0.00% | 0.30% | 2.05% | 1.66% | 0.68% | 0.07% | 0.00% | 0.00% |
Drawdowns
PFORX vs. BIL - Drawdown Comparison
The maximum PFORX drawdown since its inception was -13.38%, which is greater than BIL's maximum drawdown of -0.77%. Use the drawdown chart below to compare losses from any high point for PFORX and BIL. For additional features, visit the drawdowns tool.
Volatility
PFORX vs. BIL - Volatility Comparison
PIMCO International Bond Fund (U.S. Dollar-Hedged) (PFORX) has a higher volatility of 1.30% compared to SPDR Barclays 1-3 Month T-Bill ETF (BIL) at 0.07%. This indicates that PFORX's price experiences larger fluctuations and is considered to be riskier than BIL based on this measure. The chart below showcases a comparison of their rolling one-month volatility.