PCRIX vs. PTTRX
Compare and contrast key facts about PIMCO Commodity Real Return Strategy Fund (PCRIX) and PIMCO Total Return Fund Institutional Class (PTTRX).
PCRIX is managed by PIMCO. It was launched on Jun 27, 2002. PTTRX is managed by PIMCO.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: PCRIX or PTTRX.
Correlation
The correlation between PCRIX and PTTRX is 0.15, 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. PTTRX - Performance Comparison
Key characteristics
PCRIX:
1.15
PTTRX:
0.20
PCRIX:
1.82
PTTRX:
0.31
PCRIX:
1.21
PTTRX:
1.04
PCRIX:
0.27
PTTRX:
0.02
PCRIX:
3.16
PTTRX:
0.55
PCRIX:
4.79%
PTTRX:
2.01%
PCRIX:
13.15%
PTTRX:
5.57%
PCRIX:
-85.29%
PTTRX:
-90.27%
PCRIX:
-49.89%
PTTRX:
-43.21%
Returns By Period
In the year-to-date period, PCRIX achieves a 3.88% return, which is significantly higher than PTTRX's -1.42% return. Over the past 10 years, PCRIX has outperformed PTTRX with an annualized return of 3.86%, while PTTRX has yielded a comparatively lower 0.69% annualized return.
PCRIX
3.88%
2.71%
4.03%
14.43%
11.74%
3.86%
PTTRX
-1.42%
-2.34%
-1.25%
0.87%
-0.92%
0.69%
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PCRIX vs. PTTRX - Expense Ratio Comparison
PCRIX has a 0.80% expense ratio, which is higher than PTTRX's 0.47% expense ratio.
Risk-Adjusted Performance
PCRIX vs. PTTRX — Risk-Adjusted Performance Rank
PCRIX
PTTRX
PCRIX vs. PTTRX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for PIMCO Commodity Real Return Strategy Fund (PCRIX) and PIMCO Total Return Fund Institutional Class (PTTRX). 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.
Dividends
PCRIX vs. PTTRX - Dividend Comparison
PCRIX's dividend yield for the trailing twelve months is around 7.51%, more than PTTRX's 4.26% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PCRIX PIMCO Commodity Real Return Strategy Fund | 7.51% | 7.80% | 14.58% | 46.24% | 22.74% | 1.56% | 3.99% | 5.94% | 8.14% | 0.91% | 6.26% | 0.49% |
PTTRX PIMCO Total Return Fund Institutional Class | 4.26% | 4.20% | 3.82% | 4.41% | 2.35% | 2.53% | 3.79% | 3.12% | 2.63% | 3.04% | 3.06% | 4.17% |
Drawdowns
PCRIX vs. PTTRX - Drawdown Comparison
The maximum PCRIX drawdown since its inception was -85.29%, smaller than the maximum PTTRX drawdown of -90.27%. Use the drawdown chart below to compare losses from any high point for PCRIX and PTTRX. For additional features, visit the drawdowns tool.
Volatility
PCRIX vs. PTTRX - Volatility Comparison
PIMCO Commodity Real Return Strategy Fund (PCRIX) has a higher volatility of 4.02% compared to PIMCO Total Return Fund Institutional Class (PTTRX) at 1.32%. This indicates that PCRIX's price experiences larger fluctuations and is considered to be riskier than PTTRX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.