PCRIX vs. FBNDX

In the year-to-date period, PCRIX achieves a 5.23% return, which is significantly higher than FBNDX's 1.99% return. Over the past 10 years, PCRIX has outperformed FBNDX with an annualized return of 3.82%, while FBNDX has yielded a comparatively lower 1.71% annualized return.

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PCRIX has a 0.80% expense ratio, which is higher than FBNDX's 0.45% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for PIMCO Commodity Real Return Strategy Fund (PCRIX) and Fidelity Investment Grade Bond Fund (FBNDX). 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.

The current PCRIX Sharpe Ratio is 0.23, which is lower than the FBNDX Sharpe Ratio of 0.79. The chart below compares the historical Sharpe Ratios of PCRIX and FBNDX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

PCRIX's dividend yield for the trailing twelve months is around 2.83%, less than FBNDX's 3.94% yield.

The maximum PCRIX drawdown since its inception was -85.29%, which is greater than FBNDX's maximum drawdown of -20.16%. Use the drawdown chart below to compare losses from any high point for PCRIX and FBNDX. For additional features, visit the drawdowns tool.

PIMCO Commodity Real Return Strategy Fund (PCRIX) has a higher volatility of 3.88% compared to Fidelity Investment Grade Bond Fund (FBNDX) at 1.55%. This indicates that PCRIX's price experiences larger fluctuations and is considered to be riskier than FBNDX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.