PONPX vs. PCRIX
Compare and contrast key facts about PIMCO Income Fund Class I-2 (PONPX) and PIMCO Commodity Real Return Strategy Fund (PCRIX).
PONPX is managed by PIMCO. PCRIX is managed by PIMCO. It was launched on Jun 27, 2002.
Performance
PONPX vs. PCRIX - Performance Comparison
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PONPX vs. PCRIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PONPX PIMCO Income Fund Class I-2 | -0.20% | 10.96% | 5.33% | 9.24% | -9.14% | 2.51% | 5.73% | 7.99% | 0.53% | 8.52% |
PCRIX PIMCO Commodity Real Return Strategy Fund | 22.73% | 17.05% | 10.59% | -68.64% | 8.94% | 33.35% | 0.79% | 12.29% | -13.77% | 2.71% |
Returns By Period
In the year-to-date period, PONPX achieves a -0.20% return, which is significantly lower than PCRIX's 22.73% return. Over the past 10 years, PONPX has outperformed PCRIX with an annualized return of 4.69%, while PCRIX has yielded a comparatively lower -1.79% annualized return.
PONPX
- 1D
- 0.19%
- 1M
- -1.20%
- YTD
- -0.20%
- 6M
- 2.12%
- 1Y
- 6.93%
- 3Y*
- 7.44%
- 5Y*
- 3.49%
- 10Y*
- 4.69%
PCRIX
- 1D
- 1.48%
- 1M
- 8.79%
- YTD
- 22.73%
- 6M
- 25.58%
- 1Y
- 31.83%
- 3Y*
- 14.80%
- 5Y*
- -7.91%
- 10Y*
- -1.79%
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PONPX vs. PCRIX - Expense Ratio Comparison
PONPX has a 0.72% expense ratio, which is lower than PCRIX's 0.80% expense ratio.
Return for Risk
PONPX vs. PCRIX — Risk / Return Rank
PONPX
PCRIX
PONPX vs. PCRIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for PIMCO Income Fund Class I-2 (PONPX) and PIMCO Commodity Real Return Strategy Fund (PCRIX). 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.
| PONPX | PCRIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.67 | 1.76 | -0.09 |
Sortino ratioReturn per unit of downside risk | 2.41 | 2.27 | +0.15 |
Omega ratioGain probability vs. loss probability | 1.32 | 1.32 | -0.01 |
Calmar ratioReturn relative to maximum drawdown | 1.96 | 3.13 | -1.18 |
Martin ratioReturn relative to average drawdown | 7.62 | 9.44 | -1.82 |
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
| PONPX | PCRIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.67 | 1.76 | -0.09 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.74 | -0.22 | +0.96 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 1.12 | -0.07 | +1.19 |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.83 | -0.11 | +1.95 |
Correlation
The correlation between PONPX and PCRIX is 0.19, 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.
Dividends
PONPX vs. PCRIX - Dividend Comparison
PONPX's dividend yield for the trailing twelve months is around 5.87%, more than PCRIX's 4.13% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PONPX PIMCO Income Fund Class I-2 | 5.87% | 5.91% | 6.16% | 6.11% | 4.89% | 3.92% | 4.78% | 5.73% | 5.56% | 5.27% | 5.42% | 7.77% |
PCRIX PIMCO Commodity Real Return Strategy Fund | 4.13% | 5.61% | 8.34% | 16.19% | 46.23% | 22.74% | 1.56% | 4.00% | 5.94% | 8.14% | 0.91% | 5.29% |
Drawdowns
PONPX vs. PCRIX - Drawdown Comparison
The maximum PONPX drawdown since its inception was -13.41%, smaller than the maximum PCRIX drawdown of -88.17%. Use the drawdown chart below to compare losses from any high point for PONPX and PCRIX.
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Drawdown Indicators
| PONPX | PCRIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -13.41% | -88.17% | +74.76% |
Max Drawdown (1Y)Largest decline over 1 year | -3.69% | -7.12% | +3.43% |
Max Drawdown (5Y)Largest decline over 5 years | -13.41% | -78.15% | +64.74% |
Max Drawdown (10Y)Largest decline over 10 years | -13.41% | -78.15% | +64.74% |
Current DrawdownCurrent decline from peak | -2.09% | -80.35% | +78.26% |
Average DrawdownAverage peak-to-trough decline | -1.44% | -51.61% | +50.17% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.95% | 3.15% | -2.20% |
Volatility
PONPX vs. PCRIX - Volatility Comparison
The current volatility for PIMCO Income Fund Class I-2 (PONPX) is 2.05%, while PIMCO Commodity Real Return Strategy Fund (PCRIX) has a volatility of 7.32%. This indicates that PONPX experiences smaller price fluctuations and is considered to be less risky than PCRIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PONPX | PCRIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.05% | 7.32% | -5.27% |
Volatility (6M)Calculated over the trailing 6-month period | 2.73% | 13.38% | -10.65% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.31% | 16.72% | -12.41% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 4.75% | 35.74% | -30.99% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 4.19% | 27.17% | -22.98% |