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PCRIX: PIMCO Commodity Real Ret Strat Instl (MUTUAL FUND)
Basic Info 5.49 0.02(0.36%) October 22
| Asset Class: | COMMODITIES BROAD BASKET |
| MyPlanIQ Rating: | (71%) |
| Start Date: | 12/20/2002 |
| Last Dividend Date: | 09/10/2020 |
| 12-Mo. Yield | 6.16% |
| Expenses | 0.74% |
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Performance Analytics (As of 10/22/2020)
Not up-to-date? Try| Last 1 Week* | YTD*(2020) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Inception** | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | 0.7 | -6.7 | -2.9 | -2.2 | -1.1 | -5.1 | -2.9 | 0.4 | 12.2 | -13.8 | 2.6 | 14.7 | -25.7 | -18.1 | -14.8 | 5.3 | -7.6 | 24.1 | 39.9 | -43.3 | 23.8 | -3.0 | 20.5 | 16.4 | 29.0 | -0.8 |
| SR | NA | -0.43 | -0.15 | -0.24 | -0.17 | -0.39 | NA | -0.01 | 0.92 | -1.24 | 0.2 | 0.92 | -1.55 | -1.76 | -1.28 | 0.37 | -0.4 | 1.39 | 1.62 | -1.29 | 1.27 | -0.33 | 1.01 | 0.81 | 1.76 | -0.2 |
| DD(%) | NA | 34.8 | 34.8 | 39.1 | 39.1 | 66.4 | NA | 72.2 | 8.1 | 17.7 | 11.7 | 8.6 | 29.2 | 26.6 | 18.2 | 13.7 | 20.9 | 13.8 | 17.8 | 63.1 | 7.2 | 14.8 | 10.1 | 10.6 | 14.3 | 7.8 |
| SD(%) | NA | 21.8 | 19.9 | 15.0 | 14.5 | 14.7 | NA | 18.0 | 11.7 | 12.2 | 9.7 | 15.6 | 16.6 | 10.3 | 11.6 | 14.2 | 18.9 | 17.3 | 24.6 | 34.2 | 16.4 | 19.3 | 18.2 | 19.0 | 16.1 | 18.8 |
| TR | NA | -0.12 | -0.04 | -0.05 | -0.03 | -0.07 | NA | 0.0 | 0.14 | -0.22 | 0.03 | 0.18 | -0.3 | -0.29 | -0.17 | 0.07 | -0.09 | 0.31 | 0.51 | -0.55 | 0.29 | -0.08 | 0.0 | 0.0 | 0.0 | 0.0 |
| Alpha(%) | NA | 0.04 | 0.03 | 0.0 | 0.0 | 0.0 | NA | 0.01 | 0.01 | -0.03 | 0.0 | 0.0 | -0.01 | 0.0 | -0.04 | 0.01 | -0.02 | 0.05 | 0.09 | -0.1 | 0.0 | -0.02 | NA | NA | NA | NA |
| Beta(%) | NA | 0.8 | 0.8 | 0.76 | 0.77 | 0.79 | NA | 0.79 | 0.78 | 0.7 | 0.65 | 0.81 | 0.86 | 0.61 | 0.86 | 0.81 | 0.81 | 0.79 | 0.79 | 0.8 | 0.72 | 0.82 | NA | NA | NA | NA |
| RS | NA | 0.74 | 0.73 | 0.73 | 0.77 | 0.75 | NA | 0.59 | 0.8 | 0.69 | 0.69 | 0.86 | 0.86 | 0.47 | 0.62 | 0.72 | 0.78 | 0.78 | 0.76 | 0.67 | 0.61 | 0.62 | 0.0 | 0.0 | 0.0 | 0.0 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/20/2002
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See COMMODITIES BROAD BASKET Asset Class Trend Rankings |
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