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PCRPX: PIMCO Commodity Real Return Strat P (MUTUAL FUND)
Basic Info 6.34 0.24(3.65%) November 26
| Asset Class: | COMMODITIES BROAD BASKET |
| MyPlanIQ Rating: | (55%) |
| Start Date: | 05/06/2008 |
| Last Dividend Date: | 12/28/2020 |
| 12-Mo. Yield | 0.29% |
| Expenses | 0.84% |
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Performance Analytics (As of 11/26/2021)
| 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 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | -2.8 | 7.6 | 14.2 | 4.7 | 2.1 | -3.9 | -4.8 | 0.8 | 12.2 | -13.9 | 2.5 | 14.6 | -25.8 | -18.1 | -14.9 | 5.2 | -7.8 | 24.0 | 39.9 | -52.4 |
| SR | NA | 0.31 | 0.55 | 0.2 | 0.08 | -0.28 | -0.28 | 0.03 | 0.92 | -1.25 | 0.19 | 0.91 | -1.56 | -1.77 | -1.28 | 0.37 | -0.41 | 1.38 | 1.61 | -1.81 |
| DD(%) | NA | 22.3 | 22.3 | 34.8 | 39.1 | 64.4 | 72.5 | 34.8 | 8.1 | 17.8 | 11.6 | 8.7 | 29.1 | 26.7 | 18.2 | 13.7 | 20.9 | 14.0 | 17.9 | 63.1 |
| SD(%) | NA | 26.9 | 25.7 | 20.2 | 17.1 | 15.6 | 18.5 | 20.0 | 11.8 | 12.2 | 9.8 | 15.8 | 16.6 | 10.3 | 11.6 | 14.2 | 18.9 | 17.4 | 24.7 | 37.7 |
| TR | NA | 0.12 | 0.2 | 0.05 | 0.02 | -0.06 | -0.07 | 0.01 | 0.14 | -0.22 | 0.03 | 0.18 | -0.3 | -0.29 | -0.17 | 0.07 | -0.1 | 0.31 | 0.51 | -0.86 |
| Alpha(%) | NA | -0.06 | -0.04 | -0.01 | -0.01 | -0.01 | 0.0 | 0.03 | 0.01 | -0.03 | 0.0 | 0.0 | -0.01 | 0.0 | -0.04 | 0.01 | -0.02 | 0.05 | 0.09 | -0.15 |
| Beta(%) | NA | 0.72 | 0.72 | 0.76 | 0.74 | 0.77 | 0.78 | 0.79 | 0.78 | 0.7 | 0.66 | 0.82 | 0.86 | 0.62 | 0.86 | 0.8 | 0.81 | 0.79 | 0.79 | 0.79 |
| RS | NA | 0.32 | 0.32 | 0.53 | 0.55 | 0.64 | 0.68 | 0.74 | 0.8 | 0.69 | 0.69 | 0.85 | 0.86 | 0.49 | 0.62 | 0.7 | 0.79 | 0.78 | 0.76 | 0.67 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/06/2008
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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 |
Top Rated Funds in COMMODITIES BROAD BASKET
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