PLRIX vs. PFORX
PLRIX (PIMCO Long Duration Total Return Fund) and PFORX (PIMCO International Bond Fund (U.S. Dollar-Hedged)) are both mutual funds - PLRIX is a Long-Term Bond fund managed by PIMCO, while PFORX is a Global Bonds fund managed by PIMCO. Over the past 10 years, PLRIX returned 0.89%/yr vs 2.55%/yr for PFORX. Their 0.46 correlation means their historical movements had little consistent relationship. Both charge a 0.50% expense ratio.
Performance
PLRIX vs. PFORX - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, PLRIX achieves a -2.75% return, which is significantly lower than PFORX's -0.58% return. Over the past 10 years, PLRIX has underperformed PFORX with an annualized return of 0.89%, while PFORX has yielded a comparatively higher 2.55% annualized return.
PLRIX
- 1D
- 0.00%
- 1M
- -3.37%
- 6M
- -2.95%
- YTD
- -2.75%
- 1Y
- 0.37%
- 3Y*
- 2.25%
- 5Y*
- -4.58%
- 10Y*
- 0.89%
- ALL TIME*
- 4.69%
PFORX
- 1D
- 0.00%
- 1M
- -1.43%
- 6M
- -1.08%
- YTD
- -0.58%
- 1Y
- 1.31%
- 3Y*
- 4.93%
- 5Y*
- 1.19%
- 10Y*
- 2.55%
- ALL TIME*
- 5.53%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
PLRIX vs. PFORX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PLRIX PIMCO Long Duration Total Return Fund | -2.75% | 8.78% | -2.18% | 7.24% | -28.32% | -1.53% | 17.77% | 18.62% | -3.83% | 12.79% |
PFORX PIMCO International Bond Fund (U.S. Dollar-Hedged) | -0.58% | 4.33% | 5.70% | 9.52% | -10.33% | -1.67% | 6.17% | 7.64% | 2.64% | 3.52% |
Correlation
The correlation between PLRIX and PFORX is 0.66, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.66 |
Correlation (3Y) Balances recent behavior with more history. | 0.56 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.55 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.51 |
Correlation (All Time) Calculated using the full available price history since Aug 31, 2006 | 0.46 |
Over the past year, PLRIX and PFORX have become more correlated (0.66) than their long-term average of 0.46, meaning their price movements have been converging.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
PLRIX vs. PFORX — Risk / Return Rank
PLRIX
PFORX
PLRIX vs. PFORX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for PIMCO Long Duration Total Return Fund (PLRIX) 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| PLRIX | PFORX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.23 | ||
| Sortino ratioReturn per unit of downside risk | -0.32 | ||
| Omega ratioGain probability vs. loss probability | 1.05 | 1.10 | -0.05 |
| Calmar ratioReturn relative to maximum drawdown | 0.31 | 0.48 | -0.16 |
| Martin ratioReturn relative to average drawdown | 0.75 | 1.33 | -0.58 |
Loading charts...
Drawdowns
PLRIX vs. PFORX - Drawdown Comparison
The maximum PLRIX drawdown since its inception was -37.41%, which is greater than PFORX's maximum drawdown of -13.87%. Use the drawdown chart below to compare losses from any high point for PLRIX and PFORX.
Loading charts...
Drawdown Indicators
| PLRIX | PFORX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -37.41% | -13.87% | -23.54% |
Max Drawdown (1Y)Largest decline over 1 year | -6.99% | -3.99% | -3.00% |
Max Drawdown (3Y)Largest decline over 3 years | -11.52% | -3.99% | -7.53% |
Max Drawdown (5Y)Largest decline over 5 years | -36.81% | -13.71% | -23.10% |
Max Drawdown (10Y)Largest decline over 10 years | -37.41% | -13.87% | -23.54% |
Current DrawdownCurrent decline from peak | -22.89% | -2.06% | -20.83% |
Average DrawdownAverage peak-to-trough decline | -8.53% | -1.95% | -6.58% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.94% | 1.43% | +1.51% |
Volatility
PLRIX vs. PFORX - Volatility Comparison
PIMCO Long Duration Total Return Fund (PLRIX) has a higher volatility of 2.35% compared to PIMCO International Bond Fund (U.S. Dollar-Hedged) (PFORX) at 1.01%. This indicates that PLRIX'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 charts...
Volatility by Period
| PLRIX | PFORX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.35% | 1.01% | +1.34% |
Volatility (6M)Calculated over the trailing 6-month period | 6.60% | 3.48% | +3.12% |
Volatility (1Y)Calculated over the trailing 1-year period | 8.39% | 3.88% | +4.51% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 12.42% | 3.65% | +8.77% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 11.46% | 3.16% | +8.30% |
PLRIX vs. PFORX - Expense Ratio Comparison
Both PLRIX and PFORX have an expense ratio of 0.50%.
Dividends
PLRIX vs. PFORX - Dividend Comparison
PLRIX's dividend yield for the trailing twelve months is around 4.57%, more than PFORX's 3.71% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PFORX PIMCO International Bond Fund (U.S. Dollar-Hedged) | 3.71% | 4.23% | 4.91% | 3.02% | 3.65% | 1.55% | 2.46% | 6.86% | 2.90% | 1.46% | 1.38% | 9.12% |
PLRIX PIMCO Long Duration Total Return Fund | 4.57% | 4.57% | 3.75% | 3.19% | 3.32% | 6.55% | 13.35% | 11.38% | 5.19% | 6.51% | 9.97% | 8.51% |
Frequently Asked Questions
PLRIX and PFORX have a correlation of 0.66, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
PLRIX has higher volatility (2.35%) compared to PFORX (1.01%). In terms of maximum drawdown, PLRIX dropped -37.41% vs PFORX's -13.87%.
PFORX currently has the higher Sharpe Ratio (0.49 vs 0.26), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
Find the right allocation for PLRIX and PFORX
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer