PCLAX vs. FIQRX
Compare and contrast key facts about PIMCO CommoditiesPLUS Strategy Fund (PCLAX) and Fidelity Advisor Global Commodity Stock Fund Class Z (FIQRX).
PCLAX is managed by PIMCO. It was launched on May 28, 2010. FIQRX is managed by Fidelity. It was launched on Oct 2, 2018.
Performance
PCLAX vs. FIQRX - Performance Comparison
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PCLAX vs. FIQRX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
PCLAX PIMCO CommoditiesPLUS Strategy Fund | 29.30% | 4.13% | 5.76% | -0.14% | 22.73% | 43.18% | -9.67% | 19.19% | -19.71% |
FIQRX Fidelity Advisor Global Commodity Stock Fund Class Z | 24.13% | 28.74% | 3.10% | -5.03% | 20.90% | 26.24% | 6.27% | 18.10% | -13.01% |
Returns By Period
In the year-to-date period, PCLAX achieves a 29.30% return, which is significantly higher than FIQRX's 24.13% return.
PCLAX
- 1D
- -1.07%
- 1M
- 14.89%
- YTD
- 29.30%
- 6M
- 30.11%
- 1Y
- 30.69%
- 3Y*
- 12.98%
- 5Y*
- 16.72%
- 10Y*
- 12.27%
FIQRX
- 1D
- 1.05%
- 1M
- -1.31%
- YTD
- 24.13%
- 6M
- 33.36%
- 1Y
- 53.05%
- 3Y*
- 18.25%
- 5Y*
- 15.87%
- 10Y*
- —
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PCLAX vs. FIQRX - Expense Ratio Comparison
PCLAX has a 1.19% expense ratio, which is higher than FIQRX's 0.80% expense ratio.
Return for Risk
PCLAX vs. FIQRX — Risk / Return Rank
PCLAX
FIQRX
PCLAX vs. FIQRX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for PIMCO CommoditiesPLUS Strategy Fund (PCLAX) and Fidelity Advisor Global Commodity Stock Fund Class Z (FIQRX). 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.
| PCLAX | FIQRX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.65 | 2.65 | -1.01 |
Sortino ratioReturn per unit of downside risk | 2.17 | 3.16 | -0.99 |
Omega ratioGain probability vs. loss probability | 1.30 | 1.50 | -0.20 |
Calmar ratioReturn relative to maximum drawdown | 2.92 | 3.67 | -0.75 |
Martin ratioReturn relative to average drawdown | 8.05 | 19.03 | -10.98 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| PCLAX | FIQRX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.65 | 2.65 | -1.01 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.87 | 0.74 | +0.13 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.30 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.14 | 0.56 | -0.42 |
Correlation
The correlation between PCLAX and FIQRX is 0.57, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
PCLAX vs. FIQRX - Dividend Comparison
PCLAX's dividend yield for the trailing twelve months is around 1.31%, less than FIQRX's 2.08% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PCLAX PIMCO CommoditiesPLUS Strategy Fund | 1.31% | 1.20% | 5.20% | 4.58% | 44.24% | 75.67% | 0.45% | 2.07% | 18.31% | 12.18% | 0.09% | 1.77% |
FIQRX Fidelity Advisor Global Commodity Stock Fund Class Z | 2.08% | 2.58% | 2.74% | 2.28% | 1.99% | 3.55% | 1.66% | 3.34% | 2.58% | 0.00% | 0.00% | 0.00% |
Drawdowns
PCLAX vs. FIQRX - Drawdown Comparison
The maximum PCLAX drawdown since its inception was -68.19%, which is greater than FIQRX's maximum drawdown of -45.62%. Use the drawdown chart below to compare losses from any high point for PCLAX and FIQRX.
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Drawdown Indicators
| PCLAX | FIQRX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -68.19% | -45.62% | -22.57% |
Max Drawdown (1Y)Largest decline over 1 year | -10.92% | -14.68% | +3.76% |
Max Drawdown (5Y)Largest decline over 5 years | -21.75% | -27.18% | +5.43% |
Max Drawdown (10Y)Largest decline over 10 years | -52.00% | — | — |
Current DrawdownCurrent decline from peak | -1.07% | -1.31% | +0.24% |
Average DrawdownAverage peak-to-trough decline | -25.91% | -9.58% | -16.33% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.97% | 2.83% | +1.14% |
Volatility
PCLAX vs. FIQRX - Volatility Comparison
PIMCO CommoditiesPLUS Strategy Fund (PCLAX) has a higher volatility of 10.45% compared to Fidelity Advisor Global Commodity Stock Fund Class Z (FIQRX) at 6.16%. This indicates that PCLAX's price experiences larger fluctuations and is considered to be riskier than FIQRX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PCLAX | FIQRX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 10.45% | 6.16% | +4.29% |
Volatility (6M)Calculated over the trailing 6-month period | 14.79% | 13.74% | +1.05% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.96% | 20.50% | -1.54% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.26% | 21.55% | -2.29% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 40.64% | 24.43% | +16.21% |