PSDIX vs. PFORX
Compare and contrast key facts about PIMCO Short Duration Municipal Income Fund (PSDIX) and PIMCO International Bond Fund (U.S. Dollar-Hedged) (PFORX).
PSDIX is managed by PIMCO. It was launched on Aug 30, 1999. PFORX is managed by PIMCO. It was launched on Dec 1, 1992.
Performance
PSDIX vs. PFORX - Performance Comparison
Loading graphics...
PSDIX vs. PFORX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PSDIX PIMCO Short Duration Municipal Income Fund | 0.17% | 5.63% | 3.46% | 4.26% | -2.67% | 0.35% | 2.89% | 3.72% | 1.43% | 2.31% |
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, PSDIX achieves a 0.17% return, which is significantly higher than PFORX's -2.23% return. Over the past 10 years, PSDIX has underperformed PFORX with an annualized return of 2.05%, while PFORX has yielded a comparatively higher 2.77% annualized return.
PSDIX
- 1D
- 0.12%
- 1M
- -0.95%
- YTD
- 0.17%
- 6M
- 1.02%
- 1Y
- 4.12%
- 3Y*
- 4.02%
- 5Y*
- 2.19%
- 10Y*
- 2.05%
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.
PSDIX vs. PFORX - Expense Ratio Comparison
PSDIX has a 0.33% expense ratio, which is lower than PFORX's 0.50% expense ratio.
Return for Risk
PSDIX vs. PFORX — Risk / Return Rank
PSDIX
PFORX
PSDIX vs. PFORX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for PIMCO Short Duration Municipal Income Fund (PSDIX) 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.
| PSDIX | PFORX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.27 | 0.64 | +1.64 |
Sortino ratioReturn per unit of downside risk | 3.54 | 0.89 | +2.65 |
Omega ratioGain probability vs. loss probability | 1.89 | 1.12 | +0.77 |
Calmar ratioReturn relative to maximum drawdown | 2.66 | 0.61 | +2.05 |
Martin ratioReturn relative to average drawdown | 12.52 | 2.82 | +9.70 |
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
| PSDIX | PFORX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.27 | 0.64 | +1.64 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 1.20 | 0.31 | +0.88 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 1.18 | 0.90 | +0.28 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.78 | 1.25 | -0.47 |
Correlation
The correlation between PSDIX and PFORX is 0.21, 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
PSDIX vs. PFORX - Dividend Comparison
PSDIX's dividend yield for the trailing twelve months is around 3.30%, less than PFORX's 3.88% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PSDIX PIMCO Short Duration Municipal Income Fund | 3.30% | 4.35% | 3.88% | 2.69% | 1.24% | 1.06% | 1.43% | 2.10% | 1.90% | 1.57% | 1.23% | 1.28% |
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
PSDIX vs. PFORX - Drawdown Comparison
The maximum PSDIX drawdown since its inception was -19.27%, which is greater than PFORX's maximum drawdown of -13.87%. Use the drawdown chart below to compare losses from any high point for PSDIX and PFORX.
Loading graphics...
Drawdown Indicators
| PSDIX | PFORX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -19.27% | -13.87% | -5.40% |
Max Drawdown (1Y)Largest decline over 1 year | -1.80% | -3.99% | +2.19% |
Max Drawdown (5Y)Largest decline over 5 years | -5.00% | -13.71% | +8.71% |
Max Drawdown (10Y)Largest decline over 10 years | -5.00% | -13.87% | +8.87% |
Current DrawdownCurrent decline from peak | -0.95% | -3.69% | +2.74% |
Average DrawdownAverage peak-to-trough decline | -2.02% | -1.95% | -0.07% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.38% | 0.87% | -0.49% |
Volatility
PSDIX vs. PFORX - Volatility Comparison
The current volatility for PIMCO Short Duration Municipal Income Fund (PSDIX) is 0.37%, while PIMCO International Bond Fund (U.S. Dollar-Hedged) (PFORX) has a volatility of 1.93%. This indicates that PSDIX experiences smaller price fluctuations and is considered to be less risky than PFORX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| PSDIX | PFORX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.37% | 1.93% | -1.56% |
Volatility (6M)Calculated over the trailing 6-month period | 0.92% | 2.53% | -1.61% |
Volatility (1Y)Calculated over the trailing 1-year period | 2.13% | 3.38% | -1.25% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 1.84% | 3.46% | -1.62% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 1.75% | 3.08% | -1.33% |