PCRIX vs. INDEX
Compare and contrast key facts about PIMCO Commodity Real Return Strategy Fund (PCRIX) and Index Funds S&P 500 Equal Weight (INDEX).
PCRIX is managed by PIMCO. It was launched on Jun 27, 2002. INDEX is managed by Fidelity. It was launched on Mar 9, 2017.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: PCRIX or INDEX.
Correlation
The correlation between PCRIX and INDEX is 0.26, 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
PCRIX vs. INDEX - Performance Comparison
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Key characteristics
PCRIX:
0.23
INDEX:
0.62
PCRIX:
0.50
INDEX:
1.12
PCRIX:
1.06
INDEX:
1.16
PCRIX:
0.08
INDEX:
0.74
PCRIX:
0.80
INDEX:
2.84
PCRIX:
5.14%
INDEX:
4.90%
PCRIX:
13.71%
INDEX:
19.63%
PCRIX:
-85.29%
INDEX:
-38.82%
PCRIX:
-48.96%
INDEX:
-3.46%
Returns By Period
In the year-to-date period, PCRIX achieves a 5.23% return, which is significantly higher than INDEX's 0.96% return. Over the past 10 years, PCRIX has underperformed INDEX with an annualized return of 3.82%, while INDEX has yielded a comparatively higher 9.61% annualized return.
PCRIX
5.23%
1.40%
8.86%
3.19%
18.66%
3.82%
INDEX
0.96%
9.66%
-0.62%
12.00%
16.78%
9.61%
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PCRIX vs. INDEX - Expense Ratio Comparison
PCRIX has a 0.80% expense ratio, which is higher than INDEX's 0.25% expense ratio.
Risk-Adjusted Performance
PCRIX vs. INDEX — Risk-Adjusted Performance Rank
PCRIX
INDEX
PCRIX vs. INDEX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for PIMCO Commodity Real Return Strategy Fund (PCRIX) and Index Funds S&P 500 Equal Weight (INDEX). 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
PCRIX vs. INDEX - Dividend Comparison
PCRIX's dividend yield for the trailing twelve months is around 2.83%, more than INDEX's 1.32% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PCRIX PIMCO Commodity Real Return Strategy Fund | 2.83% | 8.34% | 14.58% | 46.24% | 22.74% | 1.56% | 3.99% | 5.94% | 8.14% | 0.91% | 6.26% | 0.49% |
INDEX Index Funds S&P 500 Equal Weight | 1.32% | 1.34% | 1.56% | 1.21% | 1.09% | 1.53% | 1.61% | 1.82% | 1.15% | 1.15% | 1.19% | 0.00% |
Drawdowns
PCRIX vs. INDEX - Drawdown Comparison
The maximum PCRIX drawdown since its inception was -85.29%, which is greater than INDEX's maximum drawdown of -38.82%. Use the drawdown chart below to compare losses from any high point for PCRIX and INDEX. For additional features, visit the drawdowns tool.
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Volatility
PCRIX vs. INDEX - Volatility Comparison
The current volatility for PIMCO Commodity Real Return Strategy Fund (PCRIX) is 3.88%, while Index Funds S&P 500 Equal Weight (INDEX) has a volatility of 6.15%. This indicates that PCRIX experiences smaller price fluctuations and is considered to be less risky than INDEX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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