PIPAX vs. AHTPX
Compare and contrast key facts about PIMCO StocksPLUS® International Fund (U.S. Dollar-Hedged) Class A (PIPAX) and American Beacon AHL TargetRisk Fund (AHTPX).
PIPAX is managed by PIMCO. It was launched on Oct 31, 2003. AHTPX is managed by American Beacon. It was launched on Dec 30, 2018.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: PIPAX or AHTPX.
Key characteristics
| PIPAX | AHTPX | |
|---|---|---|
| YTD Return | 12.44% | 6.27% |
| 1Y Return | 19.05% | 12.95% |
| 3Y Return (Ann) | 5.32% | -4.32% |
| 5Y Return (Ann) | 7.48% | 0.51% |
| Sharpe Ratio | 1.76 | 1.46 |
| Sortino Ratio | 2.23 | 1.97 |
| Omega Ratio | 1.35 | 1.27 |
| Calmar Ratio | 1.80 | 0.62 |
| Martin Ratio | 9.15 | 5.12 |
| Ulcer Index | 2.19% | 2.79% |
| Daily Std Dev | 11.39% | 9.81% |
| Max Drawdown | -58.00% | -27.86% |
| Current Drawdown | -3.29% | -12.91% |
Correlation
The correlation between PIPAX and AHTPX is 0.54, 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. AHTPX - Performance Comparison
In the year-to-date period, PIPAX achieves a 12.44% return, which is significantly higher than AHTPX's 6.27% 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. AHTPX - Expense Ratio Comparison
PIPAX has a 1.15% expense ratio, which is lower than AHTPX's 1.41% expense ratio.
Risk-Adjusted Performance
PIPAX vs. AHTPX - 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 AHL TargetRisk Fund (AHTPX). 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. AHTPX - Dividend Comparison
PIPAX's dividend yield for the trailing twelve months is around 13.78%, more than AHTPX's 3.42% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PIPAX PIMCO StocksPLUS® International Fund (U.S. Dollar-Hedged) Class A | 13.78% | 9.88% | 5.75% | 7.60% | 1.44% | 9.01% | 1.46% | 7.39% | 0.79% | 8.15% | 12.09% | 5.75% |
AHTPX American Beacon AHL TargetRisk Fund | 3.42% | 3.63% | 3.19% | 7.61% | 0.00% | 0.18% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
PIPAX vs. AHTPX - Drawdown Comparison
The maximum PIPAX drawdown since its inception was -58.00%, which is greater than AHTPX's maximum drawdown of -27.86%. Use the drawdown chart below to compare losses from any high point for PIPAX and AHTPX. For additional features, visit the drawdowns tool.
Volatility
PIPAX vs. AHTPX - Volatility Comparison
PIMCO StocksPLUS® International Fund (U.S. Dollar-Hedged) Class A (PIPAX) has a higher volatility of 2.60% compared to American Beacon AHL TargetRisk Fund (AHTPX) at 2.39%. This indicates that PIPAX's price experiences larger fluctuations and is considered to be riskier than AHTPX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.