PCLIX vs. GUNR
Compare and contrast key facts about PIMCO CommoditiesPLUS Strategy Fund (PCLIX) and FlexShares Morningstar Global Upstream Natural Resources Index Fund (GUNR).
PCLIX is managed by PIMCO. It was launched on May 27, 2010. GUNR is a passively managed fund by Northern Trust that tracks the performance of the Morningstar Global Upstream Natural Resources Index. It was launched on Sep 16, 2011.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: PCLIX or GUNR.
Correlation
The correlation between PCLIX and GUNR is 0.58, 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.
Performance
PCLIX vs. GUNR - Performance Comparison
Key characteristics
PCLIX:
1.08
GUNR:
0.25
PCLIX:
1.57
GUNR:
0.42
PCLIX:
1.19
GUNR:
1.05
PCLIX:
0.94
GUNR:
0.19
PCLIX:
3.09
GUNR:
0.56
PCLIX:
4.78%
GUNR:
6.29%
PCLIX:
13.71%
GUNR:
14.31%
PCLIX:
-68.96%
GUNR:
-45.64%
PCLIX:
-3.66%
GUNR:
-13.58%
Returns By Period
In the year-to-date period, PCLIX achieves a 4.82% return, which is significantly lower than GUNR's 5.09% return. Over the past 10 years, PCLIX has outperformed GUNR with an annualized return of 6.98%, while GUNR has yielded a comparatively lower 5.62% annualized return.
PCLIX
4.82%
6.62%
6.75%
13.74%
12.97%
6.98%
GUNR
5.09%
6.43%
-4.46%
3.09%
6.48%
5.62%
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PCLIX vs. GUNR - Expense Ratio Comparison
PCLIX has a 0.98% expense ratio, which is higher than GUNR's 0.46% expense ratio.
Risk-Adjusted Performance
PCLIX vs. GUNR — Risk-Adjusted Performance Rank
PCLIX
GUNR
PCLIX vs. GUNR - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for PIMCO CommoditiesPLUS Strategy Fund (PCLIX) and FlexShares Morningstar Global Upstream Natural Resources Index Fund (GUNR). 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. GUNR - Dividend Comparison
PCLIX's dividend yield for the trailing twelve months is around 7.14%, more than GUNR's 3.22% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PCLIX PIMCO CommoditiesPLUS Strategy Fund | 7.14% | 7.48% | 3.66% | 42.51% | 73.40% | 0.79% | 2.46% | 18.58% | 12.62% | 0.16% | 2.24% | 5.51% |
GUNR FlexShares Morningstar Global Upstream Natural Resources Index Fund | 3.22% | 3.39% | 3.55% | 4.12% | 3.61% | 2.79% | 3.25% | 3.28% | 2.00% | 1.73% | 4.50% | 2.80% |
Drawdowns
PCLIX vs. GUNR - Drawdown Comparison
The maximum PCLIX drawdown since its inception was -68.96%, which is greater than GUNR's maximum drawdown of -45.64%. Use the drawdown chart below to compare losses from any high point for PCLIX and GUNR. For additional features, visit the drawdowns tool.
Volatility
PCLIX vs. GUNR - Volatility Comparison
PIMCO CommoditiesPLUS Strategy Fund (PCLIX) and FlexShares Morningstar Global Upstream Natural Resources Index Fund (GUNR) have volatilities of 4.05% and 4.14%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.