PCRIX vs. FIFGX
Compare and contrast key facts about PIMCO Commodity Real Return Strategy Fund (PCRIX) and Fidelity SAI Inflation-Focused (FIFGX).
PCRIX is managed by PIMCO. It was launched on Jun 27, 2002. FIFGX is managed by Fidelity. It was launched on Dec 20, 2018.
Performance
PCRIX vs. FIFGX - Performance Comparison
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PCRIX vs. FIFGX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
PCRIX PIMCO Commodity Real Return Strategy Fund | 21.21% | 17.05% | 10.59% | -68.64% | 8.94% | 33.35% | 0.79% | 12.29% | -2.00% |
FIFGX Fidelity SAI Inflation-Focused | 40.42% | 7.44% | 6.34% | -11.90% | 9.30% | 32.92% | 1.48% | 9.32% | -2.00% |
Returns By Period
In the year-to-date period, PCRIX achieves a 21.21% return, which is significantly lower than FIFGX's 40.42% return.
PCRIX
- 1D
- 0.92%
- 1M
- 9.45%
- YTD
- 21.21%
- 6M
- 25.18%
- 1Y
- 28.13%
- 3Y*
- 14.86%
- 5Y*
- -8.03%
- 10Y*
- -2.00%
FIFGX
- 1D
- 1.03%
- 1M
- 22.58%
- YTD
- 40.42%
- 6M
- 39.86%
- 1Y
- 40.86%
- 3Y*
- 13.84%
- 5Y*
- 13.85%
- 10Y*
- —
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PCRIX vs. FIFGX - Expense Ratio Comparison
PCRIX has a 0.80% expense ratio, which is higher than FIFGX's 0.39% expense ratio.
Return for Risk
PCRIX vs. FIFGX — Risk / Return Rank
PCRIX
FIFGX
PCRIX vs. FIFGX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for PIMCO Commodity Real Return Strategy Fund (PCRIX) and Fidelity SAI Inflation-Focused (FIFGX). 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.
| PCRIX | FIFGX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.76 | 2.00 | -0.24 |
Sortino ratioReturn per unit of downside risk | 2.26 | 2.62 | -0.36 |
Omega ratioGain probability vs. loss probability | 1.32 | 1.36 | -0.03 |
Calmar ratioReturn relative to maximum drawdown | 3.22 | 3.50 | -0.28 |
Martin ratioReturn relative to average drawdown | 9.71 | 9.26 | +0.45 |
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
| PCRIX | FIFGX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.76 | 2.00 | -0.24 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.23 | 0.03 | -0.26 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | -0.07 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | -0.11 | 0.03 | -0.15 |
Correlation
The correlation between PCRIX and FIFGX is 0.90, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
PCRIX vs. FIFGX - Dividend Comparison
PCRIX's dividend yield for the trailing twelve months is around 4.19%, more than FIFGX's 3.87% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PCRIX PIMCO Commodity Real Return Strategy Fund | 4.19% | 5.61% | 8.34% | 16.19% | 46.23% | 22.74% | 1.56% | 4.00% | 5.94% | 8.14% | 0.91% | 5.29% |
FIFGX Fidelity SAI Inflation-Focused | 3.87% | 5.44% | 4.73% | 2.43% | 12.64% | 35.77% | 3.10% | 1.59% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
PCRIX vs. FIFGX - Drawdown Comparison
The maximum PCRIX drawdown since its inception was -88.17%, roughly equal to the maximum FIFGX drawdown of -92.38%. Use the drawdown chart below to compare losses from any high point for PCRIX and FIFGX.
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Drawdown Indicators
| PCRIX | FIFGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -88.17% | -92.38% | +4.21% |
Max Drawdown (1Y)Largest decline over 1 year | -9.49% | -12.22% | +2.73% |
Max Drawdown (5Y)Largest decline over 5 years | -78.15% | -92.38% | +14.23% |
Max Drawdown (10Y)Largest decline over 10 years | -78.15% | — | — |
Current DrawdownCurrent decline from peak | -80.59% | 0.00% | -80.59% |
Average DrawdownAverage peak-to-trough decline | -51.60% | -14.19% | -37.41% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.15% | 4.63% | -1.48% |
Volatility
PCRIX vs. FIFGX - Volatility Comparison
The current volatility for PIMCO Commodity Real Return Strategy Fund (PCRIX) is 7.29%, while Fidelity SAI Inflation-Focused (FIFGX) has a volatility of 10.69%. This indicates that PCRIX experiences smaller price fluctuations and is considered to be less risky than FIFGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PCRIX | FIFGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.29% | 10.69% | -3.40% |
Volatility (6M)Calculated over the trailing 6-month period | 13.33% | 16.35% | -3.02% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.70% | 21.61% | -4.91% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 35.75% | 408.16% | -372.41% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 27.18% | 338.61% | -311.43% |