PGAIX vs. PFORX
Compare and contrast key facts about PIMCO Global Core Asset Allocation Fund (PGAIX) and PIMCO International Bond Fund (U.S. Dollar-Hedged) (PFORX).
PGAIX is managed by PIMCO. It was launched on Oct 28, 2008. PFORX is managed by PIMCO. It was launched on Dec 1, 1992.
Performance
PGAIX vs. PFORX - Performance Comparison
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PGAIX vs. PFORX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PGAIX PIMCO Global Core Asset Allocation Fund | -0.31% | 20.68% | 14.76% | 12.48% | -17.38% | 11.35% | 14.57% | 15.29% | -5.15% | 14.78% |
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% |
Returns By Period
In the year-to-date period, PGAIX achieves a -0.31% return, which is significantly higher than PFORX's -2.23% return. Over the past 10 years, PGAIX has outperformed PFORX with an annualized return of 8.16%, while PFORX has yielded a comparatively lower 2.77% annualized return.
PGAIX
- 1D
- 0.00%
- 1M
- -7.24%
- YTD
- -0.31%
- 6M
- 4.92%
- 1Y
- 18.93%
- 3Y*
- 14.29%
- 5Y*
- 6.98%
- 10Y*
- 8.16%
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%
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PGAIX vs. PFORX - Expense Ratio Comparison
PGAIX has a 1.00% expense ratio, which is higher than PFORX's 0.50% expense ratio.
Return for Risk
PGAIX vs. PFORX — Risk / Return Rank
PGAIX
PFORX
PGAIX vs. PFORX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for PIMCO Global Core Asset Allocation Fund (PGAIX) and PIMCO International Bond Fund (U.S. Dollar-Hedged) (PFORX). 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.
| PGAIX | PFORX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.02 | 0.64 | +1.38 |
Sortino ratioReturn per unit of downside risk | 2.62 | 0.89 | +1.73 |
Omega ratioGain probability vs. loss probability | 1.42 | 1.12 | +0.30 |
Calmar ratioReturn relative to maximum drawdown | 2.09 | 0.61 | +1.48 |
Martin ratioReturn relative to average drawdown | 8.82 | 2.82 | +6.00 |
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
| PGAIX | PFORX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.02 | 0.64 | +1.38 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.72 | 0.31 | +0.41 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.80 | 0.90 | -0.10 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.66 | 1.25 | -0.59 |
Correlation
The correlation between PGAIX and PFORX is 0.11, 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
PGAIX vs. PFORX - Dividend Comparison
PGAIX's dividend yield for the trailing twelve months is around 2.56%, less than PFORX's 3.88% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PGAIX PIMCO Global Core Asset Allocation Fund | 2.56% | 1.78% | 4.27% | 1.54% | 1.07% | 1.10% | 10.94% | 2.49% | 3.12% | 1.67% | 1.66% | 0.00% |
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% |
Drawdowns
PGAIX vs. PFORX - Drawdown Comparison
The maximum PGAIX drawdown since its inception was -26.75%, which is greater than PFORX's maximum drawdown of -13.87%. Use the drawdown chart below to compare losses from any high point for PGAIX and PFORX.
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Drawdown Indicators
| PGAIX | PFORX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -26.75% | -13.87% | -12.88% |
Max Drawdown (1Y)Largest decline over 1 year | -8.02% | -3.99% | -4.03% |
Max Drawdown (5Y)Largest decline over 5 years | -22.49% | -13.71% | -8.78% |
Max Drawdown (10Y)Largest decline over 10 years | -26.75% | -13.87% | -12.88% |
Current DrawdownCurrent decline from peak | -7.29% | -3.69% | -3.60% |
Average DrawdownAverage peak-to-trough decline | -4.71% | -1.95% | -2.76% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.99% | 0.87% | +1.12% |
Volatility
PGAIX vs. PFORX - Volatility Comparison
PIMCO Global Core Asset Allocation Fund (PGAIX) has a higher volatility of 3.44% compared to PIMCO International Bond Fund (U.S. Dollar-Hedged) (PFORX) at 1.93%. This indicates that PGAIX's price experiences larger fluctuations and is considered to be riskier than PFORX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PGAIX | PFORX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.44% | 1.93% | +1.51% |
Volatility (6M)Calculated over the trailing 6-month period | 5.83% | 2.53% | +3.30% |
Volatility (1Y)Calculated over the trailing 1-year period | 9.37% | 3.38% | +5.99% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 9.69% | 3.46% | +6.23% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 10.19% | 3.08% | +7.11% |