PIPAX vs. PFORX
Compare and contrast key facts about PIMCO StocksPLUS® International Fund (U.S. Dollar-Hedged) Class A (PIPAX) and PIMCO International Bond Fund (U.S. Dollar-Hedged) (PFORX).
PIPAX is managed by PIMCO. It was launched on Oct 31, 2003. PFORX is managed by PIMCO. It was launched on Dec 1, 1992.
Performance
PIPAX vs. PFORX - Performance Comparison
Loading graphics...
PIPAX vs. PFORX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PIPAX PIMCO StocksPLUS® International Fund (U.S. Dollar-Hedged) Class A | -0.96% | 16.57% | 14.37% | 21.29% | -9.30% | 18.02% | 3.78% | 25.94% | -10.40% | 18.30% |
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, PIPAX achieves a -0.96% return, which is significantly higher than PFORX's -2.23% return. Over the past 10 years, PIPAX has outperformed PFORX with an annualized return of 11.00%, while PFORX has yielded a comparatively lower 2.77% annualized return.
PIPAX
- 1D
- 0.24%
- 1M
- -9.41%
- YTD
- -0.96%
- 6M
- -0.96%
- 1Y
- 11.06%
- 3Y*
- 13.66%
- 5Y*
- 9.76%
- 10Y*
- 11.00%
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%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
PIPAX vs. PFORX - Expense Ratio Comparison
PIPAX has a 1.15% expense ratio, which is higher than PFORX's 0.50% expense ratio.
Return for Risk
PIPAX vs. PFORX — Risk / Return Rank
PIPAX
PFORX
PIPAX vs. PFORX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for PIMCO StocksPLUS® International Fund (U.S. Dollar-Hedged) Class A (PIPAX) 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.
| PIPAX | PFORX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.55 | 0.64 | -0.08 |
Sortino ratioReturn per unit of downside risk | 0.76 | 0.89 | -0.12 |
Omega ratioGain probability vs. loss probability | 1.13 | 1.12 | +0.01 |
Calmar ratioReturn relative to maximum drawdown | 0.56 | 0.61 | -0.05 |
Martin ratioReturn relative to average drawdown | 2.18 | 2.82 | -0.63 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| PIPAX | PFORX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.55 | 0.64 | -0.08 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.70 | 0.31 | +0.39 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.76 | 0.90 | -0.15 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.51 | 1.25 | -0.74 |
Correlation
The correlation between PIPAX and PFORX is 0.01, 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
PIPAX vs. PFORX - Dividend Comparison
PIPAX's dividend yield for the trailing twelve months is around 5.66%, more than PFORX's 3.88% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PIPAX PIMCO StocksPLUS® International Fund (U.S. Dollar-Hedged) Class A | 5.66% | 5.61% | 12.69% | 10.56% | 10.66% | 7.59% | 1.44% | 11.71% | 8.25% | 7.38% | 0.78% | 8.16% |
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
PIPAX vs. PFORX - Drawdown Comparison
The maximum PIPAX drawdown since its inception was -57.80%, which is greater than PFORX's maximum drawdown of -13.87%. Use the drawdown chart below to compare losses from any high point for PIPAX and PFORX.
Loading graphics...
Drawdown Indicators
| PIPAX | PFORX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -57.80% | -13.87% | -43.93% |
Max Drawdown (1Y)Largest decline over 1 year | -12.80% | -3.99% | -8.81% |
Max Drawdown (5Y)Largest decline over 5 years | -19.17% | -13.71% | -5.46% |
Max Drawdown (10Y)Largest decline over 10 years | -35.55% | -13.87% | -21.68% |
Current DrawdownCurrent decline from peak | -9.41% | -3.69% | -5.72% |
Average DrawdownAverage peak-to-trough decline | -7.39% | -1.95% | -5.44% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.63% | 0.87% | +2.76% |
Volatility
PIPAX vs. PFORX - Volatility Comparison
PIMCO StocksPLUS® International Fund (U.S. Dollar-Hedged) Class A (PIPAX) has a higher volatility of 6.56% compared to PIMCO International Bond Fund (U.S. Dollar-Hedged) (PFORX) at 1.93%. This indicates that PIPAX'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.
Loading graphics...
Volatility by Period
| PIPAX | PFORX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.56% | 1.93% | +4.63% |
Volatility (6M)Calculated over the trailing 6-month period | 11.72% | 2.53% | +9.19% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.65% | 3.38% | +13.27% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.00% | 3.46% | +10.54% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 14.60% | 3.08% | +11.52% |