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PCLPX: PIMCO COMMODITIESPLUS STRATEGY FUND CLASS P (MUTUAL FUND)
Basic Info 6.23 0(0.0%) May 09
| Asset Class: | COMMODITIES BROAD BASKET |
| MyPlanIQ Rating: | (5%) |
| Start Date: | 06/02/2010 |
| Last Dividend Date: | 09/12/2024 |
| 12-Mo. Yield | 4.61% |
| Expenses | 1.94% |
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Performance Analytics (As of 05/09/2025)
| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 06/02/2010 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 1.1 | -4.4 | -7.8 | -1.1 | 21.4 | 4.6 | 3.2 | 5.9 | 0.6 | 22.9 | 43.5 | -9.1 | 19.4 | -12.3 | 10.7 | 19.1 | -28.4 | -24.8 | -1.6 | 5.1 | -2.6 | 30.2 |
| Sharpe Ratio | NA | -0.89 | -0.9 | -0.31 | 0.94 | 0.14 | 0.1 | -0.05 | -0.22 | 0.81 | 2.28 | -0.29 | 1.03 | -0.82 | 0.81 | 0.8 | -1.23 | -2.21 | -0.15 | 0.34 | -0.12 | 3.34 |
| Draw Down(%) | NA | 13.0 | 13.5 | 21.6 | 21.6 | 51.1 | 66.5 | 12.2 | 11.6 | 21.4 | 10.8 | 47.9 | 13.8 | 24.7 | 14.6 | 15.2 | 33.0 | 31.6 | 11.5 | 19.2 | 23.4 | 7.5 |
| Standard Deviation(%) | NA | 16.9 | 15.7 | 17.9 | 19.9 | 20.8 | 19.4 | 13.9 | 16.9 | 26.8 | 19.1 | 32.4 | 17.5 | 16.6 | 12.5 | 23.5 | 23.1 | 11.2 | 10.8 | 15.3 | 20.7 | 17.0 |
| Treynor Ratio | NA | -0.17 | -0.16 | -0.06 | 0.19 | 0.03 | 0.02 | -0.01 | -0.04 | 0.22 | 0.47 | -0.08 | 0.15 | -0.13 | 0.11 | 0.16 | -0.23 | -0.34 | -0.02 | 0.05 | -0.03 | 0.67 |
| Alpha | NA | -0.04 | -0.02 | 0.01 | 0.02 | 0.01 | 0.01 | 0.01 | 0.03 | 0.02 | 0.02 | 0.01 | 0.02 | 0.0 | 0.02 | -0.01 | 0.03 | -0.02 | 0.02 | 0.01 | 0.0 | 0.04 |
| Beta | NA | 0.88 | 0.9 | 0.95 | 0.97 | 1.04 | 1.01 | 0.92 | 1.01 | 0.96 | 0.92 | 1.12 | 1.22 | 1.05 | 0.93 | 1.22 | 1.23 | 0.72 | 0.94 | 0.98 | 0.93 | 0.85 |
| RSquared | NA | 0.84 | 0.85 | 0.89 | 0.87 | 0.8 | 0.81 | 0.86 | 0.9 | 0.91 | 0.9 | 0.58 | 0.88 | 0.86 | 0.84 | 0.86 | 0.91 | 0.55 | 0.86 | 0.9 | 0.87 | 0.86 |
| Yield(%) | N/A | 0.0 | 4.5 | 10.1 | 56.9 | 14.4 | N/A | 5.3 | 4.9 | 37.2 | 117.5 | 0.6 | 2.8 | 14.0 | 12.1 | 0.2 | 1.4 | 4.1 | 0.4 | 0.7 | 17.1 | 0.5 |
| Dividend Growth(%) | N/A | -100.0 | 98.8 | -58.1 | 389.1 | N/A | N/A | 4.9 | -88.9 | -49.4 | 16351.4 | -73.3 | -85.0 | 12.1 | 7690.0 | -90.4 | -75.7 | 791.7 | -36.0 | -96.6 | 4142.3 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/02/2010
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