PCRPX vs. FIFGX
Compare and contrast key facts about PIMCO Commodity Real Return Strategy Fund (PCRPX) and Fidelity SAI Inflation-Focused (FIFGX).
PCRPX is managed by PIMCO. It was launched on Apr 30, 2008. FIFGX is managed by Fidelity. It was launched on Dec 20, 2018.
Performance
PCRPX vs. FIFGX - Performance Comparison
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PCRPX vs. FIFGX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
PCRPX PIMCO Commodity Real Return Strategy Fund | 21.14% | 16.26% | 10.79% | -6.20% | 9.12% | 33.01% | 0.73% | 12.24% | -2.06% |
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, PCRPX achieves a 21.14% return, which is significantly lower than FIFGX's 40.42% return.
PCRPX
- 1D
- 0.87%
- 1M
- 9.42%
- YTD
- 21.14%
- 6M
- 25.05%
- 1Y
- 27.99%
- 3Y*
- 14.64%
- 5Y*
- 14.38%
- 10Y*
- 9.23%
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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PCRPX vs. FIFGX - Expense Ratio Comparison
PCRPX has a 0.92% expense ratio, which is higher than FIFGX's 0.39% expense ratio.
Return for Risk
PCRPX vs. FIFGX — Risk / Return Rank
PCRPX
FIFGX
PCRPX vs. FIFGX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for PIMCO Commodity Real Return Strategy Fund (PCRPX) 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.
| PCRPX | FIFGX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.76 | 2.00 | -0.25 |
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 | -0.29 |
Martin ratioReturn relative to average drawdown | 9.64 | 9.26 | +0.39 |
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
| PCRPX | FIFGX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.76 | 2.00 | -0.25 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.74 | 0.03 | +0.70 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.54 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.02 | 0.03 | -0.02 |
Correlation
The correlation between PCRPX 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
PCRPX vs. FIFGX - Dividend Comparison
PCRPX's dividend yield for the trailing twelve months is around 4.20%, more than FIFGX's 3.87% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PCRPX PIMCO Commodity Real Return Strategy Fund | 4.20% | 5.09% | 8.47% | 6.50% | 46.40% | 22.80% | 1.51% | 3.93% | 5.85% | 8.06% | 0.83% | 5.23% |
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
PCRPX vs. FIFGX - Drawdown Comparison
The maximum PCRPX drawdown since its inception was -72.22%, smaller than the maximum FIFGX drawdown of -92.38%. Use the drawdown chart below to compare losses from any high point for PCRPX and FIFGX.
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Drawdown Indicators
| PCRPX | FIFGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -72.22% | -92.38% | +20.16% |
Max Drawdown (1Y)Largest decline over 1 year | -9.44% | -12.22% | +2.78% |
Max Drawdown (5Y)Largest decline over 5 years | -34.54% | -92.38% | +57.84% |
Max Drawdown (10Y)Largest decline over 10 years | -39.15% | — | — |
Current DrawdownCurrent decline from peak | -8.48% | 0.00% | -8.48% |
Average DrawdownAverage peak-to-trough decline | -39.76% | -14.19% | -25.57% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.15% | 4.63% | -1.48% |
Volatility
PCRPX vs. FIFGX - Volatility Comparison
The current volatility for PIMCO Commodity Real Return Strategy Fund (PCRPX) is 7.30%, while Fidelity SAI Inflation-Focused (FIFGX) has a volatility of 10.69%. This indicates that PCRPX 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
| PCRPX | FIFGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.30% | 10.69% | -3.39% |
Volatility (6M)Calculated over the trailing 6-month period | 13.33% | 16.35% | -3.02% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.69% | 21.61% | -4.92% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.62% | 408.16% | -388.54% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.12% | 338.61% | -321.49% |