Find A Portfolio/Ticker
Comparison Box
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: | 03/15/2018 |
| 12-Mo. Yield | 11.95% |
| Expenses | 1.24% |
| Sign up to get fund ranking change alerts | |
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
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
|
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 |
Top Rated Funds in COMMODITIES BROAD BASKET
Best Mutual Funds
- GSCCX (Goldman Sachs Commodity Strategy C) (89%)
- PCLDX (PIMCO CommoditiesPLUS Strategy D) (71%)
- SKBRX (DWS Enhanced Commodity Strategy B) (64%)
- PCRIX (PIMCO Commodity Real Ret Strat Instl) (61%)
- CRSOX (Credit Suisse Commodity Ret Strat Instl) (58%)
- ARCIX (AQR Risk-Balanced Commodities Strategy I) (57%)
- PCRPX (PIMCO Commodity Real Return Strat P) (54%)
- EICSX (Eaton Vance Commodity Strategy I) (53%)
- BRCBX (Invesco Balanced Risk Commodity Strat B) (51%)
- CCRSX (Credit Suisse Trust Commodity Return St) (49%)
Best ETFs
- GSG (iShares S&P GSCI Commodity-Indexed Trust) (99%)
- DBC (PowerShares DB Commodity Tracking ETF) (93%)
- GSP (iPath S&P GSCI Total Return ETN) (91%)
- DJP (iPath DJ-UBS Cmdty TR ETN) (84%)
- GCC (GreenHaven Continuous Commodity ETF) (82%)
- RJI (ELEMENTS Rogers Intl Cmdty TR ETN) (69%)
- UCI (UBS ETRACS CMCI Total Return ETN) (66%)
- USCI (United States Commodity ETF) (39%)
- GSC (GS Connect S&P GSCI Enh Commodity TR ETN) (37%)
- SBV (iPath® Pure Beta S&P GSCI®-Weighted ETN) (29%)
Latest Articles Related to PCLDX
Register for FREE
No Credit Card Required
Or Start FREE 30-day trial now >>
Or Start FREE 30-day trial now >>
