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PCLIX: PIMCO CommoditiesPLUS Strategy Instl (MUTUAL FUND)
Basic Info 4.31 0.04(0.92%) October 23
| Asset Class: | COMMODITIES BROAD BASKET |
| MyPlanIQ Rating: | (69%) |
| Start Date: | 06/02/2010 |
| Last Dividend Date: | 03/12/2020 |
| 12-Mo. Yield | 12.35% |
| Expenses | 0.74% |
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Performance Analytics (As of 10/23/2020)
Not up-to-date? Try| Last 1 Week* | YTD*(2020) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Inception** | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | -0.7 | -21.1 | -16.6 | -3.5 | -1.0 | -4.0 | -2.4 | 19.4 | -12.1 | 11.0 | 19.1 | -28.2 | -24.8 | -1.4 | 5.2 | -2.3 | 30.3 |
| SR | NA | -0.71 | -0.52 | -0.19 | -0.08 | -0.22 | -0.14 | 1.02 | -0.82 | 0.84 | 0.8 | -1.22 | -2.23 | -0.13 | 0.34 | -0.11 | 3.33 |
| DD(%) | NA | 48.0 | 48.0 | 51.1 | 51.1 | 66.3 | 66.3 | 13.7 | 24.6 | 14.6 | 15.2 | 32.9 | 31.6 | 11.4 | 19.2 | 23.4 | 7.5 |
| SD(%) | NA | 35.7 | 32.8 | 23.4 | 21.9 | 19.6 | 19.5 | 17.6 | 16.4 | 12.5 | 23.5 | 23.1 | 11.1 | 10.8 | 15.3 | 20.8 | 17.1 |
| TR | NA | -0.19 | -0.13 | -0.04 | -0.01 | -0.04 | -0.03 | 0.15 | -0.13 | 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 | 0.01 | 0.02 | 0.0 | 0.02 | -0.01 | 0.03 | -0.02 | 0.02 | 0.01 | 0.0 | 0.04 |
| Beta(%) | NA | 1.37 | 1.35 | 1.24 | 1.2 | 1.1 | 1.09 | 1.23 | 1.05 | 0.92 | 1.22 | 1.24 | 0.72 | 0.95 | 0.98 | 0.94 | 0.85 |
| RS | NA | 0.8 | 0.79 | 0.81 | 0.82 | 0.82 | 0.82 | 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
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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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