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PPRMX vs. PFORX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

PPRMX vs. PFORX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in PIMCO Inflation Response Multi-Asset Fund (PPRMX) and PIMCO International Bond Fund (U.S. Dollar-Hedged) (PFORX). The values are adjusted to include any dividend payments, if applicable.

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PPRMX vs. PFORX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
PPRMX
PIMCO Inflation Response Multi-Asset Fund
3.56%16.58%12.47%6.37%-5.22%13.72%9.32%11.25%-3.76%8.38%
PFORX
PIMCO International Bond Fund (U.S. Dollar-Hedged)
-1.93%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, PPRMX achieves a 3.56% return, which is significantly higher than PFORX's -1.93% return. Over the past 10 years, PPRMX has outperformed PFORX with an annualized return of 7.62%, while PFORX has yielded a comparatively lower 2.80% annualized return.


PPRMX

1D
0.74%
1M
-1.94%
YTD
3.56%
6M
5.90%
1Y
13.76%
3Y*
12.55%
5Y*
8.84%
10Y*
7.62%

PFORX

1D
0.31%
1M
-3.10%
YTD
-1.93%
6M
-0.89%
1Y
1.84%
3Y*
4.82%
5Y*
1.13%
10Y*
2.80%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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PPRMX vs. PFORX - Expense Ratio Comparison

PPRMX has a 0.76% expense ratio, which is higher than PFORX's 0.50% expense ratio.


Return for Risk

PPRMX vs. PFORX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

PPRMX
PPRMX Risk / Return Rank: 9191
Overall Rank
PPRMX Sharpe Ratio Rank: 9292
Sharpe Ratio Rank
PPRMX Sortino Ratio Rank: 9191
Sortino Ratio Rank
PPRMX Omega Ratio Rank: 8787
Omega Ratio Rank
PPRMX Calmar Ratio Rank: 9393
Calmar Ratio Rank
PPRMX Martin Ratio Rank: 9595
Martin Ratio Rank

PFORX
PFORX Risk / Return Rank: 2121
Overall Rank
PFORX Sharpe Ratio Rank: 2222
Sharpe Ratio Rank
PFORX Sortino Ratio Rank: 1818
Sortino Ratio Rank
PFORX Omega Ratio Rank: 1717
Omega Ratio Rank
PFORX Calmar Ratio Rank: 2121
Calmar Ratio Rank
PFORX Martin Ratio Rank: 2626
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

PPRMX vs. PFORX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for PIMCO Inflation Response Multi-Asset Fund (PPRMX) 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.


PPRMXPFORXDifference

Sharpe ratio

Return per unit of total volatility

2.03

0.61

+1.41

Sortino ratio

Return per unit of downside risk

2.71

0.86

+1.85

Omega ratio

Gain probability vs. loss probability

1.39

1.12

+0.27

Calmar ratio

Return relative to maximum drawdown

2.98

0.66

+2.32

Martin ratio

Return relative to average drawdown

13.54

2.97

+10.56

PPRMX vs. PFORX - Sharpe Ratio Comparison

The current PPRMX Sharpe Ratio is 2.03, which is higher than the PFORX Sharpe Ratio of 0.61. The chart below compares the historical Sharpe Ratios of PPRMX and PFORX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


PPRMXPFORXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

2.03

0.61

+1.41

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

1.07

0.33

+0.74

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

1.01

0.91

+0.10

Sharpe Ratio (All Time)

Calculated using the full available price history

0.66

1.25

-0.59

Correlation

The correlation between PPRMX and PFORX is 0.22, 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

PPRMX vs. PFORX - Dividend Comparison

PPRMX's dividend yield for the trailing twelve months is around 2.43%, less than PFORX's 3.86% yield.


TTM20252024202320222021202020192018201720162015
PPRMX
PIMCO Inflation Response Multi-Asset Fund
2.43%2.52%9.77%0.00%14.01%11.20%0.76%3.11%11.35%6.36%0.45%3.01%
PFORX
PIMCO International Bond Fund (U.S. Dollar-Hedged)
3.86%4.23%4.91%3.02%3.65%1.55%2.46%6.86%2.90%1.46%1.38%9.12%

Drawdowns

PPRMX vs. PFORX - Drawdown Comparison

The maximum PPRMX drawdown since its inception was -18.70%, which is greater than PFORX's maximum drawdown of -13.87%. Use the drawdown chart below to compare losses from any high point for PPRMX and PFORX.


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Drawdown Indicators


PPRMXPFORXDifference

Max Drawdown

Largest peak-to-trough decline

-18.70%

-13.87%

-4.83%

Max Drawdown (1Y)

Largest decline over 1 year

-4.97%

-3.99%

-0.98%

Max Drawdown (5Y)

Largest decline over 5 years

-14.36%

-13.71%

-0.65%

Max Drawdown (10Y)

Largest decline over 10 years

-18.20%

-13.87%

-4.33%

Current Drawdown

Current decline from peak

-1.94%

-3.39%

+1.45%

Average Drawdown

Average peak-to-trough decline

-4.22%

-1.95%

-2.27%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.09%

0.89%

+0.20%

Volatility

PPRMX vs. PFORX - Volatility Comparison

PIMCO Inflation Response Multi-Asset Fund (PPRMX) has a higher volatility of 2.44% compared to PIMCO International Bond Fund (U.S. Dollar-Hedged) (PFORX) at 1.99%. This indicates that PPRMX'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


PPRMXPFORXDifference

Volatility (1M)

Calculated over the trailing 1-month period

2.44%

1.99%

+0.45%

Volatility (6M)

Calculated over the trailing 6-month period

4.74%

2.55%

+2.19%

Volatility (1Y)

Calculated over the trailing 1-year period

6.86%

3.39%

+3.47%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

8.35%

3.47%

+4.88%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

7.53%

3.08%

+4.45%