PCLIX vs. BRCAX
Compare and contrast key facts about PIMCO CommoditiesPLUS Strategy Fund (PCLIX) and Invesco Balanced-Risk Commodity Strategy Fund Class A (BRCAX).
PCLIX is managed by PIMCO. It was launched on May 27, 2010. BRCAX is managed by Invesco. It was launched on Nov 30, 2010.
Performance
PCLIX vs. BRCAX - Performance Comparison
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PCLIX vs. BRCAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PCLIX PIMCO CommoditiesPLUS Strategy Fund | 29.48% | 5.76% | 8.53% | 0.69% | 23.32% | 43.83% | -9.18% | 19.37% | -12.02% | 10.86% |
BRCAX Invesco Balanced-Risk Commodity Strategy Fund Class A | 28.09% | 18.41% | 5.47% | -3.44% | 7.77% | 19.18% | 7.75% | 4.20% | -12.18% | 4.49% |
Returns By Period
The year-to-date returns for both stocks are quite close, with PCLIX having a 29.48% return and BRCAX slightly lower at 28.09%. Over the past 10 years, PCLIX has outperformed BRCAX with an annualized return of 13.18%, while BRCAX has yielded a comparatively lower 8.47% annualized return.
PCLIX
- 1D
- -1.01%
- 1M
- 15.04%
- YTD
- 29.48%
- 6M
- 30.43%
- 1Y
- 31.23%
- 3Y*
- 14.89%
- 5Y*
- 18.11%
- 10Y*
- 13.18%
BRCAX
- 1D
- 0.12%
- 1M
- 9.67%
- YTD
- 28.09%
- 6M
- 36.55%
- 1Y
- 42.64%
- 3Y*
- 16.47%
- 5Y*
- 13.13%
- 10Y*
- 8.47%
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PCLIX vs. BRCAX - Expense Ratio Comparison
PCLIX has a 0.98% expense ratio, which is lower than BRCAX's 1.40% expense ratio.
Return for Risk
PCLIX vs. BRCAX — Risk / Return Rank
PCLIX
BRCAX
PCLIX vs. BRCAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for PIMCO CommoditiesPLUS Strategy Fund (PCLIX) and Invesco Balanced-Risk Commodity Strategy Fund Class A (BRCAX). 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.
| PCLIX | BRCAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.69 | 2.54 | -0.85 |
Sortino ratioReturn per unit of downside risk | 2.22 | 3.07 | -0.85 |
Omega ratioGain probability vs. loss probability | 1.31 | 1.47 | -0.16 |
Calmar ratioReturn relative to maximum drawdown | 2.99 | 4.74 | -1.75 |
Martin ratioReturn relative to average drawdown | 8.28 | 15.96 | -7.68 |
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
| PCLIX | BRCAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.69 | 2.54 | -0.85 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.95 | 0.85 | +0.11 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.33 | 0.60 | -0.27 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.17 | 0.16 | 0.00 |
Correlation
The correlation between PCLIX and BRCAX 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
PCLIX vs. BRCAX - Dividend Comparison
PCLIX's dividend yield for the trailing twelve months is around 1.45%, less than BRCAX's 10.94% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PCLIX PIMCO CommoditiesPLUS Strategy Fund | 1.45% | 2.45% | 7.50% | 5.06% | 42.60% | 73.41% | 0.77% | 2.46% | 18.58% | 12.63% | 0.16% | 2.22% |
BRCAX Invesco Balanced-Risk Commodity Strategy Fund Class A | 10.94% | 14.02% | 4.85% | 3.80% | 9.98% | 16.92% | 0.00% | 0.89% | 0.17% | 0.00% | 2.58% | 0.00% |
Drawdowns
PCLIX vs. BRCAX - Drawdown Comparison
The maximum PCLIX drawdown since its inception was -66.60%, which is greater than BRCAX's maximum drawdown of -60.98%. Use the drawdown chart below to compare losses from any high point for PCLIX and BRCAX.
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Drawdown Indicators
| PCLIX | BRCAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -66.60% | -60.98% | -5.62% |
Max Drawdown (1Y)Largest decline over 1 year | -10.90% | -9.22% | -1.68% |
Max Drawdown (5Y)Largest decline over 5 years | -21.59% | -20.66% | -0.93% |
Max Drawdown (10Y)Largest decline over 10 years | -51.78% | -38.44% | -13.34% |
Current DrawdownCurrent decline from peak | -1.01% | 0.00% | -1.01% |
Average DrawdownAverage peak-to-trough decline | -24.39% | -28.80% | +4.41% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.93% | 2.74% | +1.19% |
Volatility
PCLIX vs. BRCAX - Volatility Comparison
PIMCO CommoditiesPLUS Strategy Fund (PCLIX) has a higher volatility of 10.48% compared to Invesco Balanced-Risk Commodity Strategy Fund Class A (BRCAX) at 7.01%. This indicates that PCLIX's price experiences larger fluctuations and is considered to be riskier than BRCAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PCLIX | BRCAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 10.48% | 7.01% | +3.47% |
Volatility (6M)Calculated over the trailing 6-month period | 14.80% | 14.86% | -0.06% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.95% | 17.12% | +1.83% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.14% | 15.62% | +3.52% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 40.53% | 14.26% | +26.27% |