PWJZX vs. PFORX
Compare and contrast key facts about PGIM Jennison International Opportunities Fund (PWJZX) and PIMCO International Bond Fund (U.S. Dollar-Hedged) (PFORX).
PWJZX is managed by PGIM. It was launched on Jun 4, 2012. PFORX is managed by PIMCO. It was launched on Dec 1, 1992.
Performance
PWJZX vs. PFORX - Performance Comparison
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PWJZX vs. PFORX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PWJZX PGIM Jennison International Opportunities Fund | -12.90% | 14.53% | 6.84% | 20.25% | -36.95% | 13.27% | 55.57% | 38.16% | -12.93% | 49.58% |
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, PWJZX achieves a -12.90% return, which is significantly lower than PFORX's -2.23% return. Over the past 10 years, PWJZX has outperformed PFORX with an annualized return of 9.40%, while PFORX has yielded a comparatively lower 2.77% annualized return.
PWJZX
- 1D
- -1.02%
- 1M
- -15.63%
- YTD
- -12.90%
- 6M
- -16.24%
- 1Y
- -0.28%
- 3Y*
- 3.65%
- 5Y*
- -1.31%
- 10Y*
- 9.40%
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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PWJZX vs. PFORX - Expense Ratio Comparison
PWJZX has a 0.90% expense ratio, which is higher than PFORX's 0.50% expense ratio.
Return for Risk
PWJZX vs. PFORX — Risk / Return Rank
PWJZX
PFORX
PWJZX vs. PFORX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for PGIM Jennison International Opportunities Fund (PWJZX) 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.
| PWJZX | PFORX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -0.06 | 0.64 | -0.69 |
Sortino ratioReturn per unit of downside risk | 0.06 | 0.89 | -0.82 |
Omega ratioGain probability vs. loss probability | 1.01 | 1.12 | -0.11 |
Calmar ratioReturn relative to maximum drawdown | -0.15 | 0.61 | -0.76 |
Martin ratioReturn relative to average drawdown | -0.60 | 2.82 | -3.41 |
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
| PWJZX | PFORX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.06 | 0.64 | -0.69 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.06 | 0.31 | -0.38 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.46 | 0.90 | -0.45 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.39 | 1.25 | -0.86 |
Correlation
The correlation between PWJZX and PFORX is 0.09, 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
PWJZX vs. PFORX - Dividend Comparison
PWJZX's dividend yield for the trailing twelve months is around 0.21%, less than PFORX's 3.88% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PWJZX PGIM Jennison International Opportunities Fund | 0.21% | 0.19% | 0.07% | 0.09% | 0.00% | 0.09% | 0.00% | 0.00% | 0.06% | 0.17% | 0.24% | 0.00% |
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
PWJZX vs. PFORX - Drawdown Comparison
The maximum PWJZX drawdown since its inception was -48.22%, which is greater than PFORX's maximum drawdown of -13.87%. Use the drawdown chart below to compare losses from any high point for PWJZX and PFORX.
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Drawdown Indicators
| PWJZX | PFORX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -48.22% | -13.87% | -34.35% |
Max Drawdown (1Y)Largest decline over 1 year | -18.08% | -3.99% | -14.09% |
Max Drawdown (5Y)Largest decline over 5 years | -48.22% | -13.71% | -34.51% |
Max Drawdown (10Y)Largest decline over 10 years | -48.22% | -13.87% | -34.35% |
Current DrawdownCurrent decline from peak | -25.39% | -3.69% | -21.70% |
Average DrawdownAverage peak-to-trough decline | -13.07% | -1.95% | -11.12% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.66% | 0.87% | +3.79% |
Volatility
PWJZX vs. PFORX - Volatility Comparison
PGIM Jennison International Opportunities Fund (PWJZX) has a higher volatility of 10.24% compared to PIMCO International Bond Fund (U.S. Dollar-Hedged) (PFORX) at 1.93%. This indicates that PWJZX'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
| PWJZX | PFORX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 10.24% | 1.93% | +8.31% |
Volatility (6M)Calculated over the trailing 6-month period | 15.34% | 2.53% | +12.81% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.22% | 3.38% | +17.84% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.68% | 3.46% | +18.22% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.63% | 3.08% | +17.55% |