PFORX vs. PISIX
Compare and contrast key facts about PIMCO International Bond Fund (U.S. Dollar-Hedged) (PFORX) and PIMCO StocksPLUS International Fund (U.S. Dollar-Hedged) (PISIX).
PFORX is managed by PIMCO. It was launched on Dec 1, 1992. PISIX is managed by PIMCO. It was launched on Oct 31, 2003.
Performance
PFORX vs. PISIX - Performance Comparison
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PFORX vs. PISIX - 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% |
PISIX PIMCO StocksPLUS International Fund (U.S. Dollar-Hedged) | -0.85% | 17.68% | 14.87% | 21.70% | -8.86% | 18.37% | 4.29% | 26.40% | -10.00% | 18.81% |
Returns By Period
In the year-to-date period, PFORX achieves a -2.23% return, which is significantly lower than PISIX's -0.85% return. Over the past 10 years, PFORX has underperformed PISIX with an annualized return of 2.77%, while PISIX has yielded a comparatively higher 11.51% 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%
PISIX
- 1D
- 0.22%
- 1M
- -9.44%
- YTD
- -0.85%
- 6M
- -0.21%
- 1Y
- 12.13%
- 3Y*
- 14.32%
- 5Y*
- 10.34%
- 10Y*
- 11.51%
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PFORX vs. PISIX - Expense Ratio Comparison
PFORX has a 0.50% expense ratio, which is lower than PISIX's 0.76% expense ratio.
Return for Risk
PFORX vs. PISIX — Risk / Return Rank
PFORX
PISIX
PFORX vs. PISIX - 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 StocksPLUS International Fund (U.S. Dollar-Hedged) (PISIX). 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 | PISIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.64 | 0.63 | +0.01 |
Sortino ratioReturn per unit of downside risk | 0.89 | 0.85 | +0.03 |
Omega ratioGain probability vs. loss probability | 1.12 | 1.14 | -0.02 |
Calmar ratioReturn relative to maximum drawdown | 0.61 | 0.64 | -0.03 |
Martin ratioReturn relative to average drawdown | 2.82 | 2.55 | +0.27 |
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 | PISIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.64 | 0.63 | +0.01 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.31 | 0.75 | -0.43 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.90 | 0.80 | +0.11 |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.25 | 0.52 | +0.72 |
Correlation
The correlation between PFORX and PISIX is 0.01, 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
PFORX vs. PISIX - Dividend Comparison
PFORX's dividend yield for the trailing twelve months is around 3.88%, less than PISIX's 5.19% 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% |
PISIX PIMCO StocksPLUS International Fund (U.S. Dollar-Hedged) | 5.19% | 5.14% | 11.81% | 10.04% | 10.11% | 7.31% | 1.42% | 11.47% | 7.99% | 7.36% | 1.02% | 8.16% |
Drawdowns
PFORX vs. PISIX - Drawdown Comparison
The maximum PFORX drawdown since its inception was -13.87%, smaller than the maximum PISIX drawdown of -57.47%. Use the drawdown chart below to compare losses from any high point for PFORX and PISIX.
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Drawdown Indicators
| PFORX | PISIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -13.87% | -57.47% | +43.60% |
Max Drawdown (1Y)Largest decline over 1 year | -3.99% | -12.81% | +8.82% |
Max Drawdown (5Y)Largest decline over 5 years | -13.71% | -18.93% | +5.22% |
Max Drawdown (10Y)Largest decline over 10 years | -13.87% | -35.44% | +21.57% |
Current DrawdownCurrent decline from peak | -3.69% | -9.44% | +5.75% |
Average DrawdownAverage peak-to-trough decline | -1.95% | -7.23% | +5.28% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.87% | 3.54% | -2.67% |
Volatility
PFORX vs. PISIX - Volatility Comparison
The current volatility for PIMCO International Bond Fund (U.S. Dollar-Hedged) (PFORX) is 1.93%, while PIMCO StocksPLUS International Fund (U.S. Dollar-Hedged) (PISIX) has a volatility of 6.58%. This indicates that PFORX experiences smaller price fluctuations and is considered to be less risky than PISIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PFORX | PISIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.93% | 6.58% | -4.65% |
Volatility (6M)Calculated over the trailing 6-month period | 2.53% | 11.37% | -8.84% |
Volatility (1Y)Calculated over the trailing 1-year period | 3.38% | 16.52% | -13.14% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 3.46% | 13.92% | -10.46% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 3.08% | 14.55% | -11.47% |