PFORX vs. PFUIX
Compare and contrast key facts about PIMCO International Bond Fund (U.S. Dollar-Hedged) (PFORX) and PIMCO International Bond Fund (Unhedged) (PFUIX).
PFORX is managed by PIMCO. It was launched on Dec 1, 1992. PFUIX is managed by PIMCO. It was launched on Apr 29, 2004.
Performance
PFORX vs. PFUIX - Performance Comparison
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PFORX vs. PFUIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
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% |
PFUIX PIMCO International Bond Fund (Unhedged) | -4.15% | 10.90% | -1.64% | 6.42% | -19.10% | -6.08% | 12.32% | 7.09% | -3.64% | 10.82% |
Returns By Period
In the year-to-date period, PFORX achieves a -2.23% return, which is significantly higher than PFUIX's -4.15% return. Over the past 10 years, PFORX has outperformed PFUIX with an annualized return of 2.77%, while PFUIX has yielded a comparatively lower 0.49% annualized return.
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%
PFUIX
- 1D
- 0.13%
- 1M
- -6.27%
- YTD
- -4.15%
- 6M
- -3.74%
- 1Y
- 2.88%
- 3Y*
- 2.76%
- 5Y*
- -2.36%
- 10Y*
- 0.49%
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PFORX vs. PFUIX - Expense Ratio Comparison
Both PFORX and PFUIX have an expense ratio of 0.50%.
Return for Risk
PFORX vs. PFUIX — Risk / Return Rank
PFORX
PFUIX
PFORX vs. PFUIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for PIMCO International Bond Fund (U.S. Dollar-Hedged) (PFORX) and PIMCO International Bond Fund (Unhedged) (PFUIX). 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.
| PFORX | PFUIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.64 | 0.42 | +0.21 |
Sortino ratioReturn per unit of downside risk | 0.89 | 0.66 | +0.23 |
Omega ratioGain probability vs. loss probability | 1.12 | 1.08 | +0.04 |
Calmar ratioReturn relative to maximum drawdown | 0.61 | 0.59 | +0.02 |
Martin ratioReturn relative to average drawdown | 2.82 | 2.14 | +0.68 |
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
| PFORX | PFUIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.64 | 0.42 | +0.21 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.31 | -0.32 | +0.63 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.90 | 0.07 | +0.84 |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.25 | 0.36 | +0.89 |
Correlation
The correlation between PFORX and PFUIX is 0.42, 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
PFORX vs. PFUIX - Dividend Comparison
PFORX's dividend yield for the trailing twelve months is around 3.88%, more than PFUIX's 3.83% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
PFUIX PIMCO International Bond Fund (Unhedged) | 3.83% | 3.98% | 4.10% | 2.98% | 2.83% | 5.07% | 1.57% | 2.28% | 4.39% | 1.41% | 1.98% | 1.94% |
Drawdowns
PFORX vs. PFUIX - Drawdown Comparison
The maximum PFORX drawdown since its inception was -13.87%, smaller than the maximum PFUIX drawdown of -31.90%. Use the drawdown chart below to compare losses from any high point for PFORX and PFUIX.
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Drawdown Indicators
| PFORX | PFUIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -13.87% | -31.90% | +18.03% |
Max Drawdown (1Y)Largest decline over 1 year | -3.99% | -6.40% | +2.41% |
Max Drawdown (5Y)Largest decline over 5 years | -13.71% | -30.30% | +16.59% |
Max Drawdown (10Y)Largest decline over 10 years | -13.87% | -31.90% | +18.03% |
Current DrawdownCurrent decline from peak | -3.69% | -16.09% | +12.40% |
Average DrawdownAverage peak-to-trough decline | -1.95% | -7.93% | +5.98% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.87% | 1.77% | -0.90% |
Volatility
PFORX vs. PFUIX - Volatility Comparison
The current volatility for PIMCO International Bond Fund (U.S. Dollar-Hedged) (PFORX) is 1.93%, while PIMCO International Bond Fund (Unhedged) (PFUIX) has a volatility of 3.19%. This indicates that PFORX experiences smaller price fluctuations and is considered to be less risky than PFUIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PFORX | PFUIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.93% | 3.19% | -1.26% |
Volatility (6M)Calculated over the trailing 6-month period | 2.53% | 4.68% | -2.15% |
Volatility (1Y)Calculated over the trailing 1-year period | 3.38% | 7.45% | -4.07% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 3.46% | 7.54% | -4.08% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 3.08% | 7.35% | -4.27% |