PZRIX vs. GMWEX
Compare and contrast key facts about PIMCO RAE Global ex-US Fund (PZRIX) and GuideMark World ex-US Fund (GMWEX).
PZRIX is managed by PIMCO. It was launched on Jun 4, 2015. GMWEX is managed by GuideMark. It was launched on Jun 29, 2001.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: PZRIX or GMWEX.
Correlation
The correlation between PZRIX and GMWEX is 0.73, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
PZRIX vs. GMWEX - Performance Comparison
Key characteristics
PZRIX:
0.59
GMWEX:
0.83
PZRIX:
0.90
GMWEX:
1.23
PZRIX:
1.12
GMWEX:
1.17
PZRIX:
0.63
GMWEX:
0.80
PZRIX:
1.70
GMWEX:
3.35
PZRIX:
5.10%
GMWEX:
3.97%
PZRIX:
14.67%
GMWEX:
16.11%
PZRIX:
-45.00%
GMWEX:
-69.44%
PZRIX:
-2.30%
GMWEX:
-3.66%
Returns By Period
In the year-to-date period, PZRIX achieves a 8.81% return, which is significantly lower than GMWEX's 11.53% return.
PZRIX
8.81%
-0.31%
2.93%
8.24%
11.17%
N/A
GMWEX
11.53%
1.67%
8.27%
13.51%
11.20%
4.59%
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PZRIX vs. GMWEX - Expense Ratio Comparison
PZRIX has a 0.00% expense ratio, which is lower than GMWEX's 1.15% expense ratio.
Risk-Adjusted Performance
PZRIX vs. GMWEX — Risk-Adjusted Performance Rank
PZRIX
GMWEX
PZRIX vs. GMWEX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for PIMCO RAE Global ex-US Fund (PZRIX) and GuideMark World ex-US Fund (GMWEX). 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.
Dividends
PZRIX vs. GMWEX - Dividend Comparison
PZRIX's dividend yield for the trailing twelve months is around 4.95%, more than GMWEX's 2.64% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PZRIX PIMCO RAE Global ex-US Fund | 4.95% | 5.38% | 5.22% | 1.76% | 11.99% | 2.04% | 3.61% | 2.80% | 4.12% | 2.58% | 1.19% | 0.00% |
GMWEX GuideMark World ex-US Fund | 2.64% | 2.94% | 2.27% | 2.32% | 1.08% | 2.01% | 1.67% | 1.61% | 1.43% | 1.86% | 2.70% | 1.51% |
Drawdowns
PZRIX vs. GMWEX - Drawdown Comparison
The maximum PZRIX drawdown since its inception was -45.00%, smaller than the maximum GMWEX drawdown of -69.44%. Use the drawdown chart below to compare losses from any high point for PZRIX and GMWEX. For additional features, visit the drawdowns tool.
Volatility
PZRIX vs. GMWEX - Volatility Comparison
The current volatility for PIMCO RAE Global ex-US Fund (PZRIX) is 9.24%, while GuideMark World ex-US Fund (GMWEX) has a volatility of 10.41%. This indicates that PZRIX experiences smaller price fluctuations and is considered to be less risky than GMWEX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.