BRCAX vs. PCLPX
Compare and contrast key facts about Invesco Balanced-Risk Commodity Strategy Fund Class A (BRCAX) and PIMCO CommoditiesPLUS Strategy I2 (PCLPX).
BRCAX is managed by Invesco. It was launched on Nov 30, 2010. PCLPX is an actively managed fund by PIMCO. It was launched on May 28, 2010.
Performance
BRCAX vs. PCLPX - Performance Comparison
Loading graphics...
BRCAX vs. PCLPX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BRCAX Invesco Balanced-Risk Commodity Strategy Fund Class A | 27.94% | 18.41% | 5.47% | -3.44% | 7.77% | 19.18% | 7.75% | 4.20% | -12.18% | 4.49% |
PCLPX PIMCO CommoditiesPLUS Strategy I2 | 30.92% | 4.45% | 5.92% | 0.24% | 23.04% | 43.50% | -9.12% | 19.39% | -12.15% | 10.53% |
Returns By Period
In the year-to-date period, BRCAX achieves a 27.94% return, which is significantly lower than PCLPX's 30.92% return. Over the past 10 years, BRCAX has underperformed PCLPX with an annualized return of 8.46%, while PCLPX has yielded a comparatively higher 12.75% annualized return.
BRCAX
- 1D
- 0.84%
- 1M
- 11.88%
- YTD
- 27.94%
- 6M
- 36.77%
- 1Y
- 42.90%
- 3Y*
- 16.42%
- 5Y*
- 13.17%
- 10Y*
- 8.46%
PCLPX
- 1D
- 0.81%
- 1M
- 19.05%
- YTD
- 30.92%
- 6M
- 31.70%
- 1Y
- 32.88%
- 3Y*
- 13.71%
- 5Y*
- 17.65%
- 10Y*
- 12.75%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
BRCAX vs. PCLPX - Expense Ratio Comparison
BRCAX has a 1.40% expense ratio, which is higher than PCLPX's 0.92% expense ratio.
Return for Risk
BRCAX vs. PCLPX — Risk / Return Rank
BRCAX
PCLPX
BRCAX vs. PCLPX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Invesco Balanced-Risk Commodity Strategy Fund Class A (BRCAX) and PIMCO CommoditiesPLUS Strategy I2 (PCLPX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| BRCAX | PCLPX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.58 | 1.84 | +0.74 |
Sortino ratioReturn per unit of downside risk | 3.11 | 2.39 | +0.72 |
Omega ratioGain probability vs. loss probability | 1.48 | 1.34 | +0.14 |
Calmar ratioReturn relative to maximum drawdown | 4.74 | 3.11 | +1.63 |
Martin ratioReturn relative to average drawdown | 15.98 | 8.65 | +7.33 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| BRCAX | PCLPX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.58 | 1.84 | +0.74 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.85 | 0.92 | -0.08 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.60 | 0.32 | +0.28 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.16 | 0.15 | +0.01 |
Correlation
The correlation between BRCAX and PCLPX is 0.82, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
BRCAX vs. PCLPX - Dividend Comparison
BRCAX's dividend yield for the trailing twelve months is around 10.95%, more than PCLPX's 1.41% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BRCAX Invesco Balanced-Risk Commodity Strategy Fund Class A | 10.95% | 14.02% | 4.85% | 3.80% | 9.98% | 16.92% | 0.00% | 0.89% | 0.17% | 0.00% | 2.58% | 0.00% |
PCLPX PIMCO CommoditiesPLUS Strategy I2 | 1.41% | 1.31% | 5.22% | 4.65% | 43.16% | 74.10% | 0.71% | 2.39% | 18.62% | 12.52% | 0.15% | 1.92% |
Drawdowns
BRCAX vs. PCLPX - Drawdown Comparison
The maximum BRCAX drawdown since its inception was -60.98%, smaller than the maximum PCLPX drawdown of -66.98%. Use the drawdown chart below to compare losses from any high point for BRCAX and PCLPX.
Loading graphics...
Drawdown Indicators
| BRCAX | PCLPX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -60.98% | -66.98% | +6.00% |
Max Drawdown (1Y)Largest decline over 1 year | -9.22% | -10.95% | +1.73% |
Max Drawdown (5Y)Largest decline over 5 years | -20.66% | -21.53% | +0.87% |
Max Drawdown (10Y)Largest decline over 10 years | -38.44% | -51.87% | +13.43% |
Current DrawdownCurrent decline from peak | -0.12% | 0.00% | -0.12% |
Average DrawdownAverage peak-to-trough decline | -28.81% | -24.90% | -3.91% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.74% | 3.94% | -1.20% |
Volatility
BRCAX vs. PCLPX - Volatility Comparison
The current volatility for Invesco Balanced-Risk Commodity Strategy Fund Class A (BRCAX) is 7.20%, while PIMCO CommoditiesPLUS Strategy I2 (PCLPX) has a volatility of 10.35%. This indicates that BRCAX experiences smaller price fluctuations and is considered to be less risky than PCLPX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| BRCAX | PCLPX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.20% | 10.35% | -3.15% |
Volatility (6M)Calculated over the trailing 6-month period | 14.88% | 14.66% | +0.22% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.16% | 18.86% | -1.70% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.64% | 19.23% | -3.59% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 14.27% | 40.61% | -26.34% |