Find A Portfolio/Ticker
Comparison Box
PCLIX: PIMCO CommoditiesPLUS Strategy Instl (MUTUAL FUND)
Basic Info 7.18 0.05(0.70%) June 23
| Asset Class: | COMMODITIES BROAD BASKET |
| MyPlanIQ Rating: | (8%) |
| Start Date: | 06/02/2010 |
| Last Dividend Date: | 12/28/2020 |
| 12-Mo. Yield | 0.68% |
| Expenses | 0.74% |
| Sign up to get fund ranking change alerts | |
Performance Analytics (As of 06/21/2021)
Not up-to-date? Try| Last 1 Week* | YTD*(2021) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Inception** | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | -0.4 | -27.3 | -10.4 | -13.5 | -4.3 | -7.4 | -3.8 | -9.1 | 19.4 | -12.1 | 11.0 | 19.1 | -28.2 | -24.8 | -1.4 | 5.2 | -2.3 | 30.3 |
| SR | NA | -0.59 | -0.18 | -0.35 | -0.15 | -0.29 | -0.17 | -0.28 | 1.02 | -0.82 | 0.84 | 0.8 | -1.22 | -2.23 | -0.13 | 0.34 | -0.11 | 3.33 |
| DD(%) | NA | 45.7 | 45.7 | 51.1 | 51.1 | 64.2 | 66.3 | 48.0 | 13.7 | 24.6 | 14.6 | 15.2 | 32.9 | 31.6 | 11.4 | 19.2 | 23.4 | 7.5 |
| SD(%) | NA | 88.6 | 61.5 | 41.7 | 33.6 | 26.9 | 26.2 | 33.3 | 17.6 | 16.4 | 12.5 | 23.5 | 23.1 | 11.1 | 10.8 | 15.3 | 20.8 | 17.1 |
| TR | NA | -0.57 | -0.11 | -0.12 | -0.04 | -0.07 | -0.04 | -0.07 | 0.15 | -0.13 | 0.11 | 0.15 | -0.23 | -0.35 | -0.02 | 0.05 | -0.03 | 0.66 |
| Alpha(%) | NA | -0.36 | -0.15 | -0.05 | -0.02 | 0.0 | 0.0 | 0.01 | 0.02 | 0.0 | 0.02 | -0.01 | 0.03 | -0.02 | 0.02 | 0.01 | 0.0 | 0.04 |
| Beta(%) | NA | 0.91 | 0.99 | 1.2 | 1.15 | 1.11 | 1.08 | 1.35 | 1.23 | 1.05 | 0.92 | 1.22 | 1.24 | 0.72 | 0.95 | 0.98 | 0.94 | 0.85 |
| RS | NA | 0.07 | 0.12 | 0.38 | 0.43 | 0.54 | 0.56 | 0.8 | 0.89 | 0.86 | 0.84 | 0.86 | 0.91 | 0.55 | 0.86 | 0.91 | 0.87 | 0.86 |
*: 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
- ARCIX (AQR Risk-Balanced Commodities Strategy I) 0.59% (95%)
- EIPCX (Eaton Vance Paramtrc Struct CmdtyStrat I) 0.92% (86%)
- BCSAX (BlackRock Commodity Strategies Inv A) 0.44% (80%)
- BICSX (BlackRock Commodity Strategies Instl) 0.44% (79%)
- COMIX (Van Eck CM Commodity Index I) 0.87% (76%)
- PCRIX (PIMCO Commodity Real Ret Strat Instl) 0.85% (74%)
- PCLDX (PIMCO CommoditiesPLUS Strategy D) (71%)
- JCRIX (Jefferies Asset Mgmt Cmdty Strat Allc I) 0.58% (68%)
- TGGWX (TCW Enhanced Commodity Strategy I) 0.89% (66%)
- SKBRX (DWS Enhanced Commodity Strategy B) (64%)
Best ETFs
- BCM (iPath® Pure Beta Broad Commodity ETN) 0.56% (78%)
- DBC (PowerShares DB Commodity Tracking ETF) 0.64% (56%)
- RJI (ELEMENTS Rogers Intl Cmdty TR ETN) 0.65% (48%)
- SBV (iPath® Pure Beta S&P GSCI®-Weighted ETN) (45%)
- GCC (GreenHaven Continuous Commodity ETF) 0.09% (44%)
- GSC (GS Connect S&P GSCI Enh Commodity TR ETN) (37%)
- DJP (iPath DJ-UBS Cmdty TR ETN) 0.38% (28%)
- GSP (iPath S&P GSCI Total Return ETN) 0.46% (22%)
- GSG (iShares S&P GSCI Commodity-Indexed Trust) 0.51% (18%)
- USCI (United States Commodity ETF) 0.58% (18%)
Latest Articles Related to PCLIX
comments powered by Disqus
Register for FREE
No Credit Card Required
Or Start FREE 30-day trial now >>
Or Start FREE 30-day trial now >>
Community Comments