PCLIX vs. FGKFX
Compare and contrast key facts about PIMCO CommoditiesPLUS Strategy Fund (PCLIX) and Fidelity Growth Company K6 Fund (FGKFX).
PCLIX is managed by PIMCO. It was launched on May 27, 2010. FGKFX is managed by Fidelity. It was launched on Jun 13, 2019.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: PCLIX or FGKFX.
Key characteristics
| PCLIX | FGKFX | |
|---|---|---|
| YTD Return | 4.92% | 38.53% |
| 1Y Return | 3.22% | 52.60% |
| 3Y Return (Ann) | 7.96% | 7.98% |
| 5Y Return (Ann) | 11.96% | 23.93% |
| Sharpe Ratio | 0.24 | 2.86 |
| Sortino Ratio | 0.43 | 3.62 |
| Omega Ratio | 1.05 | 1.50 |
| Calmar Ratio | 0.20 | 2.96 |
| Martin Ratio | 0.79 | 15.38 |
| Ulcer Index | 4.48% | 3.60% |
| Daily Std Dev | 14.56% | 19.34% |
| Max Drawdown | -68.96% | -41.65% |
| Current Drawdown | -11.13% | -0.13% |
Correlation
The correlation between PCLIX and FGKFX is 0.19, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
PCLIX vs. FGKFX - Performance Comparison
In the year-to-date period, PCLIX achieves a 4.92% return, which is significantly lower than FGKFX's 38.53% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
PCLIX vs. FGKFX - Expense Ratio Comparison
PCLIX has a 0.98% expense ratio, which is higher than FGKFX's 0.45% expense ratio.
Risk-Adjusted Performance
PCLIX vs. FGKFX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for PIMCO CommoditiesPLUS Strategy Fund (PCLIX) and Fidelity Growth Company K6 Fund (FGKFX). 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.
Dividends
PCLIX vs. FGKFX - Dividend Comparison
PCLIX's dividend yield for the trailing twelve months is around 7.08%, more than FGKFX's 0.07% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PCLIX PIMCO CommoditiesPLUS Strategy Fund | 7.08% | 3.66% | 42.51% | 73.40% | 0.79% | 2.46% | 18.58% | 12.62% | 0.16% | 2.24% | 5.51% | 0.38% |
FGKFX Fidelity Growth Company K6 Fund | 0.07% | 0.10% | 0.18% | 0.00% | 0.09% | 0.06% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
PCLIX vs. FGKFX - Drawdown Comparison
The maximum PCLIX drawdown since its inception was -68.96%, which is greater than FGKFX's maximum drawdown of -41.65%. Use the drawdown chart below to compare losses from any high point for PCLIX and FGKFX. For additional features, visit the drawdowns tool.
Volatility
PCLIX vs. FGKFX - Volatility Comparison
PIMCO CommoditiesPLUS Strategy Fund (PCLIX) has a higher volatility of 5.87% compared to Fidelity Growth Company K6 Fund (FGKFX) at 5.33%. This indicates that PCLIX's price experiences larger fluctuations and is considered to be riskier than FGKFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.