PCLIX vs. XLE
Compare and contrast key facts about PIMCO CommoditiesPLUS Strategy Fund (PCLIX) and Energy Select Sector SPDR Fund (XLE).
PCLIX is managed by PIMCO. It was launched on May 27, 2010. XLE is a passively managed fund by State Street that tracks the performance of the Energy Select Sector Index. It was launched on Dec 16, 1998.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: PCLIX or XLE.
Correlation
The correlation between PCLIX and XLE is 0.36, 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. XLE - Performance Comparison
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Key characteristics
PCLIX:
-0.11
XLE:
-0.21
PCLIX:
-0.04
XLE:
-0.16
PCLIX:
1.00
XLE:
0.98
PCLIX:
-0.10
XLE:
-0.30
PCLIX:
-0.28
XLE:
-0.80
PCLIX:
5.73%
XLE:
7.60%
PCLIX:
15.42%
XLE:
25.26%
PCLIX:
-68.96%
XLE:
-71.54%
PCLIX:
-8.57%
XLE:
-10.39%
Returns By Period
In the year-to-date period, PCLIX achieves a -0.52% return, which is significantly lower than XLE's 0.91% return. Over the past 10 years, PCLIX has outperformed XLE with an annualized return of 5.17%, while XLE has yielded a comparatively lower 4.67% annualized return.
PCLIX
-0.52%
3.82%
3.20%
-1.62%
23.84%
5.17%
XLE
0.91%
8.72%
-7.05%
-5.33%
23.98%
4.67%
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PCLIX vs. XLE - Expense Ratio Comparison
PCLIX has a 0.98% expense ratio, which is higher than XLE's 0.13% expense ratio.
Risk-Adjusted Performance
PCLIX vs. XLE — Risk-Adjusted Performance Rank
PCLIX
XLE
PCLIX vs. XLE - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for PIMCO CommoditiesPLUS Strategy Fund (PCLIX) and Energy Select Sector SPDR Fund (XLE). 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.
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Dividends
PCLIX vs. XLE - Dividend Comparison
PCLIX's dividend yield for the trailing twelve months is around 8.48%, more than XLE's 3.33% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PCLIX PIMCO CommoditiesPLUS Strategy Fund | 8.48% | 7.48% | 3.66% | 42.51% | 73.40% | 0.79% | 2.46% | 18.58% | 12.62% | 0.16% | 2.24% | 5.51% |
XLE Energy Select Sector SPDR Fund | 3.33% | 3.36% | 3.55% | 3.68% | 4.21% | 5.62% | 5.73% | 3.54% | 3.03% | 2.26% | 3.39% | 2.35% |
Drawdowns
PCLIX vs. XLE - Drawdown Comparison
The maximum PCLIX drawdown since its inception was -68.96%, roughly equal to the maximum XLE drawdown of -71.54%. Use the drawdown chart below to compare losses from any high point for PCLIX and XLE. For additional features, visit the drawdowns tool.
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Volatility
PCLIX vs. XLE - Volatility Comparison
The current volatility for PIMCO CommoditiesPLUS Strategy Fund (PCLIX) is 4.50%, while Energy Select Sector SPDR Fund (XLE) has a volatility of 6.74%. This indicates that PCLIX experiences smaller price fluctuations and is considered to be less risky than XLE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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