PCRIX vs. WFSPX

In the year-to-date period, PCRIX achieves a 5.84% return, which is significantly higher than WFSPX's 0.65% return. Over the past 10 years, PCRIX has underperformed WFSPX with an annualized return of 2.82%, while WFSPX has yielded a comparatively higher 12.43% annualized return.

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

PCRIX has a 0.80% expense ratio, which is higher than WFSPX's 0.03% expense ratio.

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.

The current PCRIX Sharpe Ratio is 0.35, which is lower than the WFSPX Sharpe Ratio of 0.70. The chart below compares the historical Sharpe Ratios of PCRIX and WFSPX, 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 2.80%, more than WFSPX's 1.22% yield.

The maximum PCRIX drawdown since its inception was -80.68%, smaller than 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.

The current volatility for PIMCO Commodity Real Return Strategy Fund (PCRIX) is 3.81%, while iShares S&P 500 Index Fund (WFSPX) has a volatility of 6.15%. 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.