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PCLDX: PIMCO CommoditiesPLUS Strategy D (MUTUAL FUND)
Basic Info
| Asset Class: | COMMODITIES BROAD BASKET |
| MyPlanIQ Rating: | (71%) |
| Start Date: | 06/02/2010 |
| Last Dividend Date: | 12/27/2017 |
| 12-Mo. Yield | 11.95% |
| Expenses | 1.24% |
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Performance Analytics (As of 07/31/2020)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | Inception** | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | 0.0 | 0.0 | 5.6 | 2.3 | -0.7 | 2.6 | 10.3 | 18.6 | -28.7 | -25.1 | -2.0 | 4.8 | -2.8 | 29.9 |
| SR | NA | 1.4 | -0.01 | -0.41 | -0.06 | 0.88 | 0.78 | 0.78 | -1.24 | -2.25 | -0.19 | 0.31 | -0.14 | 3.3 |
| DD(%) | NA | 11.9 | 42.0 | 58.7 | 61.9 | 7.2 | 14.7 | 15.1 | 33.3 | 31.7 | 11.6 | 19.4 | 23.6 | 7.5 |
| SD(%) | NA | 12.7 | 19.4 | 17.3 | 17.4 | 12.5 | 12.5 | 23.4 | 23.1 | 11.2 | 10.9 | 15.4 | 20.7 | 17.0 |
| TR | NA | 0.19 | 0.0 | -0.07 | -0.01 | 0.12 | 0.11 | 0.15 | -0.23 | -0.35 | -0.02 | 0.05 | -0.03 | 0.66 |
| Alpha(%) | NA | 0.02 | 0.01 | 0.01 | 0.01 | 0.01 | 0.02 | -0.01 | 0.03 | -0.02 | 0.02 | 0.01 | 0.0 | 0.04 |
| Beta(%) | NA | 0.93 | 1.15 | 1.08 | 1.01 | 0.94 | 0.93 | 1.21 | 1.24 | 0.72 | 0.95 | 0.98 | 0.93 | 0.85 |
| RS | NA | 0.82 | 0.86 | 0.83 | 0.84 | 0.76 | 0.84 | 0.86 | 0.91 | 0.55 | 0.86 | 0.9 | 0.87 | 0.87 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/02/2010
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View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See COMMODITIES BROAD BASKET Asset Class Trend Rankings |
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