PCRIX vs. WFSPX
Compare and contrast key facts about PIMCO Commodity Real Return Strategy Fund (PCRIX) and iShares S&P 500 Index Fund (WFSPX).
PCRIX is managed by PIMCO. It was launched on Jun 27, 2002. WFSPX is managed by Blackrock. It was launched on Jul 30, 1993.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: PCRIX or WFSPX.
Correlation
The correlation between PCRIX and WFSPX is 0.20, 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. WFSPX - Performance Comparison
Key characteristics
PCRIX:
1.15
WFSPX:
1.86
PCRIX:
1.82
WFSPX:
2.49
PCRIX:
1.21
WFSPX:
1.34
PCRIX:
0.27
WFSPX:
2.80
PCRIX:
3.16
WFSPX:
11.67
PCRIX:
4.79%
WFSPX:
2.03%
PCRIX:
13.15%
WFSPX:
12.77%
PCRIX:
-85.29%
WFSPX:
-89.72%
PCRIX:
-49.89%
WFSPX:
-4.04%
Returns By Period
In the year-to-date period, PCRIX achieves a 3.88% return, which is significantly higher than WFSPX's -0.62% return. Over the past 10 years, PCRIX has underperformed WFSPX with an annualized return of 3.86%, while WFSPX has yielded a comparatively higher 12.93% annualized return.
PCRIX
3.88%
2.71%
4.03%
14.43%
11.74%
3.86%
WFSPX
-0.62%
-3.35%
3.64%
23.55%
13.50%
12.93%
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PCRIX vs. WFSPX - Expense Ratio Comparison
PCRIX has a 0.80% expense ratio, which is higher than WFSPX's 0.03% expense ratio.
Risk-Adjusted Performance
PCRIX vs. WFSPX — Risk-Adjusted Performance Rank
PCRIX
WFSPX
PCRIX vs. WFSPX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for PIMCO Commodity Real Return Strategy Fund (PCRIX) and iShares S&P 500 Index Fund (WFSPX). 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. WFSPX - Dividend Comparison
PCRIX's dividend yield for the trailing twelve months is around 7.51%, more than WFSPX's 1.26% 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% |
WFSPX iShares S&P 500 Index Fund | 1.26% | 1.25% | 1.44% | 1.69% | 1.25% | 1.55% | 1.99% | 2.03% | 1.74% | 2.07% | 1.95% | 1.84% |
Drawdowns
PCRIX vs. WFSPX - Drawdown Comparison
The maximum PCRIX drawdown since its inception was -85.29%, roughly equal to the maximum WFSPX drawdown of -89.72%. Use the drawdown chart below to compare losses from any high point for PCRIX and WFSPX. For additional features, visit the drawdowns tool.
Volatility
PCRIX vs. WFSPX - Volatility Comparison
The current volatility for PIMCO Commodity Real Return Strategy Fund (PCRIX) is 4.02%, while iShares S&P 500 Index Fund (WFSPX) has a volatility of 4.58%. This indicates that PCRIX experiences smaller price fluctuations and is considered to be less risky than WFSPX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.