PCLIX vs. PONAX
Compare and contrast key facts about PIMCO CommoditiesPLUS Strategy Fund (PCLIX) and PIMCO Income Fund Class A (PONAX).
PCLIX is managed by PIMCO. It was launched on May 27, 2010. PONAX is managed by PIMCO. It was launched on Apr 2, 2007.
Performance
PCLIX vs. PONAX - Performance Comparison
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PCLIX vs. PONAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PCLIX PIMCO CommoditiesPLUS Strategy Fund | 30.80% | 5.76% | 8.53% | 0.69% | 23.32% | 43.83% | -9.18% | 19.37% | -12.02% | 10.86% |
PONAX PIMCO Income Fund Class A | -1.42% | 10.63% | 5.02% | 8.96% | -9.34% | 2.21% | 5.40% | 7.65% | 0.21% | 8.19% |
Returns By Period
In the year-to-date period, PCLIX achieves a 30.80% return, which is significantly higher than PONAX's -1.42% return. Over the past 10 years, PCLIX has outperformed PONAX with an annualized return of 13.29%, while PONAX has yielded a comparatively lower 4.25% annualized return.
PCLIX
- 1D
- 0.79%
- 1M
- 19.14%
- YTD
- 30.80%
- 6M
- 31.76%
- 1Y
- 32.96%
- 3Y*
- 15.28%
- 5Y*
- 18.66%
- 10Y*
- 13.29%
PONAX
- 1D
- 0.47%
- 1M
- -3.24%
- YTD
- -1.42%
- 6M
- 0.98%
- 1Y
- 5.68%
- 3Y*
- 6.79%
- 5Y*
- 3.00%
- 10Y*
- 4.25%
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PCLIX vs. PONAX - Expense Ratio Comparison
PCLIX has a 0.98% expense ratio, which is lower than PONAX's 1.02% expense ratio.
Return for Risk
PCLIX vs. PONAX — Risk / Return Rank
PCLIX
PONAX
PCLIX vs. PONAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for PIMCO CommoditiesPLUS Strategy Fund (PCLIX) and PIMCO Income Fund Class A (PONAX). 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 | PONAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.83 | 1.48 | +0.36 |
Sortino ratioReturn per unit of downside risk | 2.38 | 2.11 | +0.27 |
Omega ratioGain probability vs. loss probability | 1.34 | 1.28 | +0.06 |
Calmar ratioReturn relative to maximum drawdown | 3.13 | 1.76 | +1.37 |
Martin ratioReturn relative to average drawdown | 8.68 | 7.07 | +1.61 |
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 | PONAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.83 | 1.48 | +0.36 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.98 | 0.64 | +0.34 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.33 | 1.03 | -0.70 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.17 | 1.47 | -1.30 |
Correlation
The correlation between PCLIX and PONAX is 0.11, 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.
Dividends
PCLIX vs. PONAX - Dividend Comparison
PCLIX's dividend yield for the trailing twelve months is around 1.43%, less than PONAX's 5.20% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PCLIX PIMCO CommoditiesPLUS Strategy Fund | 1.43% | 2.45% | 7.50% | 5.06% | 42.60% | 73.41% | 0.77% | 2.46% | 18.58% | 12.63% | 0.16% | 2.22% |
PONAX PIMCO Income Fund Class A | 5.20% | 5.61% | 5.86% | 5.86% | 4.66% | 3.62% | 4.48% | 5.42% | 5.24% | 4.97% | 5.13% | 7.45% |
Drawdowns
PCLIX vs. PONAX - Drawdown Comparison
The maximum PCLIX drawdown since its inception was -66.60%, which is greater than PONAX's maximum drawdown of -13.64%. Use the drawdown chart below to compare losses from any high point for PCLIX and PONAX.
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Drawdown Indicators
| PCLIX | PONAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -66.60% | -13.64% | -52.96% |
Max Drawdown (1Y)Largest decline over 1 year | -10.90% | -3.69% | -7.21% |
Max Drawdown (5Y)Largest decline over 5 years | -21.59% | -13.64% | -7.95% |
Max Drawdown (10Y)Largest decline over 10 years | -51.78% | -13.64% | -38.14% |
Current DrawdownCurrent decline from peak | 0.00% | -3.24% | +3.24% |
Average DrawdownAverage peak-to-trough decline | -24.39% | -1.80% | -22.59% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.93% | 0.92% | +3.01% |
Volatility
PCLIX vs. PONAX - Volatility Comparison
PIMCO CommoditiesPLUS Strategy Fund (PCLIX) has a higher volatility of 10.48% compared to PIMCO Income Fund Class A (PONAX) at 1.88%. This indicates that PCLIX's price experiences larger fluctuations and is considered to be riskier than PONAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PCLIX | PONAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 10.48% | 1.88% | +8.60% |
Volatility (6M)Calculated over the trailing 6-month period | 14.76% | 2.61% | +12.15% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.95% | 4.24% | +14.71% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.13% | 4.72% | +14.41% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 40.53% | 4.16% | +36.37% |