PFUIX vs. IGOV
Compare and contrast key facts about PIMCO International Bond Fund (Unhedged) (PFUIX) and iShares International Treasury Bond ETF (IGOV).
PFUIX is managed by PIMCO. It was launched on Apr 29, 2004. IGOV is a passively managed fund by iShares that tracks the performance of the S&P/Citigroup International Treasury Bond Index Ex-US. It was launched on Jan 21, 2009.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: PFUIX or IGOV.
Correlation
The correlation between PFUIX and IGOV is 0.13, 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.
Performance
PFUIX vs. IGOV - Performance Comparison
Key characteristics
PFUIX:
1.58
IGOV:
1.06
PFUIX:
2.56
IGOV:
1.67
PFUIX:
1.30
IGOV:
1.19
PFUIX:
0.43
IGOV:
0.31
PFUIX:
4.26
IGOV:
2.16
PFUIX:
2.63%
IGOV:
4.59%
PFUIX:
7.09%
IGOV:
9.37%
PFUIX:
-33.29%
IGOV:
-35.88%
PFUIX:
-17.64%
IGOV:
-24.22%
Returns By Period
In the year-to-date period, PFUIX achieves a 7.43% return, which is significantly lower than IGOV's 9.11% return. Over the past 10 years, PFUIX has outperformed IGOV with an annualized return of 0.25%, while IGOV has yielded a comparatively lower -0.79% annualized return.
PFUIX
7.43%
3.98%
5.32%
11.14%
-0.14%
0.25%
IGOV
9.11%
6.34%
5.07%
10.17%
-3.23%
-0.79%
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PFUIX vs. IGOV - Expense Ratio Comparison
PFUIX has a 0.50% expense ratio, which is higher than IGOV's 0.35% expense ratio.
Risk-Adjusted Performance
PFUIX vs. IGOV — Risk-Adjusted Performance Rank
PFUIX
IGOV
PFUIX vs. IGOV - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for PIMCO International Bond Fund (Unhedged) (PFUIX) and iShares International Treasury Bond ETF (IGOV). 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
PFUIX vs. IGOV - Dividend Comparison
PFUIX's dividend yield for the trailing twelve months is around 3.79%, more than IGOV's 0.54% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PFUIX PIMCO International Bond Fund (Unhedged) | 3.79% | 4.10% | 3.22% | 2.26% | 2.41% | 1.57% | 2.29% | 2.96% | 1.41% | 2.01% | 1.94% | 2.67% |
IGOV iShares International Treasury Bond ETF | 0.54% | 0.59% | 0.00% | 0.11% | 0.39% | 0.00% | 0.24% | 0.31% | 0.19% | 0.69% | 0.22% | 1.28% |
Drawdowns
PFUIX vs. IGOV - Drawdown Comparison
The maximum PFUIX drawdown since its inception was -33.29%, smaller than the maximum IGOV drawdown of -35.88%. Use the drawdown chart below to compare losses from any high point for PFUIX and IGOV. For additional features, visit the drawdowns tool.
Volatility
PFUIX vs. IGOV - Volatility Comparison
The current volatility for PIMCO International Bond Fund (Unhedged) (PFUIX) is 3.32%, while iShares International Treasury Bond ETF (IGOV) has a volatility of 4.06%. This indicates that PFUIX experiences smaller price fluctuations and is considered to be less risky than IGOV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.