PFUIX vs. LEMB

In the year-to-date period, PFUIX achieves a 6.30% return, which is significantly lower than LEMB's 8.67% return. Over the past 10 years, PFUIX has underperformed LEMB with an annualized return of 0.49%, while LEMB has yielded a comparatively higher 0.57% annualized return.

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PFUIX has a 0.50% expense ratio, which is higher than LEMB's 0.30% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for PIMCO International Bond Fund (Unhedged) (PFUIX) and iShares J.P. Morgan EM Local Currency Bond ETF (LEMB). 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.

The current PFUIX Sharpe Ratio is 1.19, which is comparable to the LEMB Sharpe Ratio of 1.11. The chart below compares the historical Sharpe Ratios of PFUIX and LEMB, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

PFUIX's dividend yield for the trailing twelve months is around 4.21%, while LEMB has not paid dividends to shareholders.

The maximum PFUIX drawdown since its inception was -33.29%, which is greater than LEMB's maximum drawdown of -28.42%. Use the drawdown chart below to compare losses from any high point for PFUIX and LEMB.

PIMCO International Bond Fund (Unhedged) (PFUIX) has a higher volatility of 2.19% compared to iShares J.P. Morgan EM Local Currency Bond ETF (LEMB) at 1.69%. This indicates that PFUIX's price experiences larger fluctuations and is considered to be riskier than LEMB based on this measure. The chart below showcases a comparison of their rolling one-month volatility.