PUTIX vs. PFORX
Compare and contrast key facts about PIMCO Strategic Bond Fund (PUTIX) and PIMCO International Bond Fund (U.S. Dollar-Hedged) (PFORX).
PUTIX is managed by PIMCO. It was launched on Jan 29, 2009. PFORX is managed by PIMCO. It was launched on Dec 1, 1992.
Performance
PUTIX vs. PFORX - Performance Comparison
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PUTIX vs. PFORX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PUTIX PIMCO Strategic Bond Fund | -0.43% | 8.12% | 6.35% | 6.65% | -6.51% | 0.44% | 4.33% | 5.24% | 3.34% | 7.87% |
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, PUTIX achieves a -0.43% return, which is significantly higher than PFORX's -1.93% return. Over the past 10 years, PUTIX has outperformed PFORX with an annualized return of 3.94%, while PFORX has yielded a comparatively lower 2.80% annualized return.
PUTIX
- 1D
- 0.28%
- 1M
- -1.10%
- YTD
- -0.43%
- 6M
- 1.50%
- 1Y
- 5.24%
- 3Y*
- 6.30%
- 5Y*
- 2.71%
- 10Y*
- 3.94%
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%
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PUTIX vs. PFORX - Expense Ratio Comparison
PUTIX has a 0.51% expense ratio, which is higher than PFORX's 0.50% expense ratio.
Return for Risk
PUTIX vs. PFORX — Risk / Return Rank
PUTIX
PFORX
PUTIX vs. PFORX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for PIMCO Strategic Bond Fund (PUTIX) 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.
| PUTIX | PFORX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.21 | 0.61 | +1.59 |
Sortino ratioReturn per unit of downside risk | 3.52 | 0.86 | +2.66 |
Omega ratioGain probability vs. loss probability | 1.52 | 1.12 | +0.40 |
Calmar ratioReturn relative to maximum drawdown | 3.02 | 0.66 | +2.36 |
Martin ratioReturn relative to average drawdown | 11.81 | 2.97 | +8.84 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| PUTIX | PFORX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.21 | 0.61 | +1.59 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 1.01 | 0.33 | +0.69 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 1.45 | 0.91 | +0.54 |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.08 | 1.25 | -0.17 |
Correlation
The correlation between PUTIX and PFORX is 0.25, 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
PUTIX vs. PFORX - Dividend Comparison
PUTIX's dividend yield for the trailing twelve months is around 4.26%, more than PFORX's 3.86% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PUTIX PIMCO Strategic Bond Fund | 4.26% | 4.56% | 4.19% | 2.36% | 2.32% | 1.17% | 2.07% | 3.31% | 2.81% | 4.62% | 2.58% | 4.60% |
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
PUTIX vs. PFORX - Drawdown Comparison
The maximum PUTIX drawdown since its inception was -9.59%, smaller than the maximum PFORX drawdown of -13.87%. Use the drawdown chart below to compare losses from any high point for PUTIX and PFORX.
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Drawdown Indicators
| PUTIX | PFORX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -9.59% | -13.87% | +4.28% |
Max Drawdown (1Y)Largest decline over 1 year | -1.87% | -3.99% | +2.12% |
Max Drawdown (5Y)Largest decline over 5 years | -9.59% | -13.71% | +4.12% |
Max Drawdown (10Y)Largest decline over 10 years | -9.59% | -13.87% | +4.28% |
Current DrawdownCurrent decline from peak | -1.28% | -3.39% | +2.11% |
Average DrawdownAverage peak-to-trough decline | -1.25% | -1.95% | +0.70% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.50% | 0.89% | -0.39% |
Volatility
PUTIX vs. PFORX - Volatility Comparison
The current volatility for PIMCO Strategic Bond Fund (PUTIX) is 1.01%, while PIMCO International Bond Fund (U.S. Dollar-Hedged) (PFORX) has a volatility of 1.99%. This indicates that PUTIX 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.
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Volatility by Period
| PUTIX | PFORX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.01% | 1.99% | -0.98% |
Volatility (6M)Calculated over the trailing 6-month period | 1.55% | 2.55% | -1.00% |
Volatility (1Y)Calculated over the trailing 1-year period | 2.48% | 3.39% | -0.91% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 2.69% | 3.47% | -0.78% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 2.73% | 3.08% | -0.35% |