Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| PCSRX (COMMODITYREALRETURN STRATEGY FUND CLASS R) | 4.86% | 4.58% | 4.08% | 15.68% | 15.91% | 9.04% | NA | 8.52% |
Data as of 07/10/2025, AR inception is 03/16/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PCSRX (COMMODITYREALRETURN STRATEGY FUND CLASS R) | 03/16/2010 | 07/10/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.49 | 4.58 | 4.08 | 15.68 | 15.91 | 9.04 | NA | 8.52 | 4.86 | 10.52 | 2.29 | 8.30 | 32.44 | 200.62 | 12.29 | -14.42 | 1.86 | 13.52 | -26.22 | -18.68 | -15.28 | 4.53 | -8.29 | 23.20 |
| Sharpe Ratio | NA | 0.02 | 0.00 | 0.20 | 0.23 | NA | NA | 0.15 | 0.52 | 0.30 | -0.01 | 0.27 | 1.96 | 1.79 | 0.90 | -1.29 | 0.13 | 0.85 | -1.58 | -1.82 | -1.32 | 0.32 | -0.44 | 1.68 |
| Standard Deviation(%) | NA | 13.86 | 91.63 | 71.92 | 62.40 | NA | NA | 51.19 | 15.23 | 13.15 | 157.37 | 25.74 | 16.55 | 110.94 | 12.03 | 12.28 | 9.85 | 15.76 | 16.64 | 10.29 | 11.63 | 14.11 | 18.97 | 17.61 |
| Draw Down(%) | NA | 9.44 | 69.83 | 72.64 | 72.64 | NA | NA | 72.64 | 9.44 | 10.46 | 67.17 | 24.00 | 11.09 | 32.93 | 7.80 | 18.13 | 11.71 | 8.77 | 29.50 | 26.91 | 18.64 | 13.93 | 21.23 | 11.04 |
| Yield(%) | 0.00 | 1.72 | 11.73 | 20.05 | 37.43 | 16.80 | 11.56 | 15.41 | 0.52 | 8.84 | 14.01 | 37.47 | 25.06 | 3.22 | 4.60 | 4.57 | 7.40 | 0.18 | 7.06 | 0.09 | 2.13 | 3.03 | 23.34 | 7.66 |
Data as of 07/10/2025, AR inception is 03/16/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PCSRX (COMMODITYREALRETURN STRATEGY FUND CLASS R) |
-21.33%
Jan 2013 - Jan 2016 |
-14.76%
Feb 2011 - Feb 2016 |
3.80%
Apr 2010 - Apr 2020 |
8.54%
Apr 2010 - Apr 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PCSRX (COMMODITYREALRETURN STRATEGY FUND CLASS R) |
77.42%
May 2019 - May 2022 |
40.05%
May 2017 - May 2022 |
16.65%
Mar 2015 - Mar 2025 |
9.05%
May 2010 - May 2025 |
Annualized Rolling Returns Comparison Chart