PIPAX vs. AGEPX
Compare and contrast key facts about PIMCO StocksPLUS® International Fund (U.S. Dollar-Hedged) Class A (PIPAX) and American Beacon Frontier Markets Income Fund (AGEPX).
PIPAX is managed by PIMCO. It was launched on Oct 31, 2003. AGEPX is managed by American Beacon. It was launched on Feb 24, 2014.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: PIPAX or AGEPX.
Key characteristics
| PIPAX | AGEPX | |
|---|---|---|
| YTD Return | 12.29% | 13.96% |
| 1Y Return | 17.14% | 19.74% |
| 3Y Return (Ann) | 5.02% | 4.28% |
| 5Y Return (Ann) | 7.45% | 4.92% |
| 10Y Return (Ann) | 6.81% | 4.96% |
| Sharpe Ratio | 1.66 | 5.78 |
| Sortino Ratio | 2.12 | 9.21 |
| Omega Ratio | 1.33 | 2.49 |
| Calmar Ratio | 1.70 | 2.86 |
| Martin Ratio | 8.59 | 40.80 |
| Ulcer Index | 2.20% | 0.49% |
| Daily Std Dev | 11.37% | 3.48% |
| Max Drawdown | -58.00% | -21.26% |
| Current Drawdown | -3.41% | -0.28% |
Correlation
The correlation between PIPAX and AGEPX is 0.42, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
PIPAX vs. AGEPX - Performance Comparison
In the year-to-date period, PIPAX achieves a 12.29% return, which is significantly lower than AGEPX's 13.96% return. Over the past 10 years, PIPAX has outperformed AGEPX with an annualized return of 6.81%, while AGEPX has yielded a comparatively lower 4.96% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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PIPAX vs. AGEPX - Expense Ratio Comparison
PIPAX has a 1.15% expense ratio, which is lower than AGEPX's 1.38% expense ratio.
Risk-Adjusted Performance
PIPAX vs. AGEPX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for PIMCO StocksPLUS® International Fund (U.S. Dollar-Hedged) Class A (PIPAX) and American Beacon Frontier Markets Income Fund (AGEPX). 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
PIPAX vs. AGEPX - Dividend Comparison
PIPAX's dividend yield for the trailing twelve months is around 13.80%, more than AGEPX's 11.47% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PIPAX PIMCO StocksPLUS® International Fund (U.S. Dollar-Hedged) Class A | 13.80% | 9.88% | 5.75% | 7.60% | 1.44% | 9.01% | 1.46% | 7.39% | 0.79% | 8.15% | 12.09% | 5.75% |
AGEPX American Beacon Frontier Markets Income Fund | 11.47% | 9.40% | 8.76% | 7.66% | 7.08% | 8.40% | 9.57% | 7.08% | 7.84% | 7.43% | 2.96% | 0.00% |
Drawdowns
PIPAX vs. AGEPX - Drawdown Comparison
The maximum PIPAX drawdown since its inception was -58.00%, which is greater than AGEPX's maximum drawdown of -21.26%. Use the drawdown chart below to compare losses from any high point for PIPAX and AGEPX. For additional features, visit the drawdowns tool.
Volatility
PIPAX vs. AGEPX - Volatility Comparison
PIMCO StocksPLUS® International Fund (U.S. Dollar-Hedged) Class A (PIPAX) has a higher volatility of 2.59% compared to American Beacon Frontier Markets Income Fund (AGEPX) at 0.85%. This indicates that PIPAX's price experiences larger fluctuations and is considered to be riskier than AGEPX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.