PFUIX vs. LEMB

The year-to-date returns for both stocks are quite close, with PFUIX having a 7.43% return and LEMB slightly lower at 7.20%. Over the past 10 years, PFUIX has outperformed LEMB with an annualized return of 0.25%, while LEMB has yielded a comparatively lower 0.23% 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 1.58, which is comparable to the LEMB Sharpe Ratio of 1.24. 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 3.79%, 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. For additional features, visit the drawdowns tool.

PIMCO International Bond Fund (Unhedged) (PFUIX) and iShares J.P. Morgan EM Local Currency Bond ETF (LEMB) have volatilities of 3.32% and 3.36%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.