PVPNX vs. PFORX
Compare and contrast key facts about PIMCO RealPath Blend 2040 Fund (PVPNX) and PIMCO International Bond Fund (U.S. Dollar-Hedged) (PFORX).
PVPNX is managed by PIMCO. It was launched on Dec 30, 2014. PFORX is managed by PIMCO. It was launched on Dec 1, 1992.
Performance
PVPNX vs. PFORX - Performance Comparison
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PVPNX vs. PFORX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PVPNX PIMCO RealPath Blend 2040 Fund | -3.15% | 18.35% | 11.91% | 17.94% | -17.14% | 16.61% | 13.79% | 23.72% | -7.17% | 18.95% |
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, PVPNX achieves a -3.15% return, which is significantly lower than PFORX's -2.23% return. Over the past 10 years, PVPNX has outperformed PFORX with an annualized return of 9.32%, while PFORX has yielded a comparatively lower 2.77% annualized return.
PVPNX
- 1D
- -0.06%
- 1M
- -7.38%
- YTD
- -3.15%
- 6M
- -0.68%
- 1Y
- 14.08%
- 3Y*
- 12.41%
- 5Y*
- 7.08%
- 10Y*
- 9.32%
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%
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PVPNX vs. PFORX - Expense Ratio Comparison
PVPNX has a 0.06% expense ratio, which is lower than PFORX's 0.50% expense ratio.
Return for Risk
PVPNX vs. PFORX — Risk / Return Rank
PVPNX
PFORX
PVPNX vs. PFORX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for PIMCO RealPath Blend 2040 Fund (PVPNX) 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.
| PVPNX | PFORX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.14 | 0.64 | +0.51 |
Sortino ratioReturn per unit of downside risk | 1.65 | 0.89 | +0.76 |
Omega ratioGain probability vs. loss probability | 1.25 | 1.12 | +0.13 |
Calmar ratioReturn relative to maximum drawdown | 1.36 | 0.61 | +0.75 |
Martin ratioReturn relative to average drawdown | 6.37 | 2.82 | +3.55 |
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
| PVPNX | PFORX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.14 | 0.64 | +0.51 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.57 | 0.31 | +0.25 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.71 | 0.90 | -0.20 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.62 | 1.25 | -0.63 |
Correlation
The correlation between PVPNX and PFORX is 0.14, 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
PVPNX vs. PFORX - Dividend Comparison
PVPNX's dividend yield for the trailing twelve months is around 5.30%, more than PFORX's 3.88% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PVPNX PIMCO RealPath Blend 2040 Fund | 5.30% | 5.11% | 3.82% | 2.60% | 2.87% | 5.02% | 1.79% | 3.84% | 5.68% | 2.41% | 2.59% | 2.25% |
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
PVPNX vs. PFORX - Drawdown Comparison
The maximum PVPNX drawdown since its inception was -29.15%, which is greater than PFORX's maximum drawdown of -13.87%. Use the drawdown chart below to compare losses from any high point for PVPNX and PFORX.
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Drawdown Indicators
| PVPNX | PFORX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -29.15% | -13.87% | -15.28% |
Max Drawdown (1Y)Largest decline over 1 year | -9.53% | -3.99% | -5.54% |
Max Drawdown (5Y)Largest decline over 5 years | -24.80% | -13.71% | -11.09% |
Max Drawdown (10Y)Largest decline over 10 years | -29.15% | -13.87% | -15.28% |
Current DrawdownCurrent decline from peak | -7.64% | -3.69% | -3.95% |
Average DrawdownAverage peak-to-trough decline | -4.52% | -1.95% | -2.57% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.05% | 0.87% | +1.18% |
Volatility
PVPNX vs. PFORX - Volatility Comparison
PIMCO RealPath Blend 2040 Fund (PVPNX) has a higher volatility of 4.01% compared to PIMCO International Bond Fund (U.S. Dollar-Hedged) (PFORX) at 1.93%. This indicates that PVPNX'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
| PVPNX | PFORX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.01% | 1.93% | +2.08% |
Volatility (6M)Calculated over the trailing 6-month period | 7.09% | 2.53% | +4.56% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.62% | 3.38% | +9.24% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 12.60% | 3.46% | +9.14% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 13.27% | 3.08% | +10.19% |