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PCLIX: PIMCO COMMODITIESPLUS STRATEGY FUND INSTITUTIONAL CLASS (MUTUAL FUND)
Basic Info 9.22 0(0.0%) June 05
| Asset Class: | COMMODITIES BROAD BASKET |
| MyPlanIQ Rating: | (6%) |
| Start Date: | 06/02/2010 |
| Last Dividend Date: | 03/12/2026 |
| 12-Mo. Yield | 2.89% |
| Expenses | 1.94% |
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Performance Analytics (As of 06/05/2026)
| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Inception** | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 1.1 | 35.2 | 44.9 | 18.2 | 16.1 | 12.0 | 3.6 | 5.8 | 6.6 | 8.5 | -0.7 | 23.2 | 43.8 | -9.2 | 19.4 | -12.1 | 11.0 | 19.1 | -28.2 | -24.8 | -1.4 | 5.2 | -2.3 | 30.3 |
| Sharpe Ratio | NA | 3.93 | 2.18 | 0.91 | 0.7 | 0.52 | NA | 0.25 | 0.26 | 0.36 | -0.26 | 0.82 | 2.3 | -0.29 | 1.01 | -0.83 | 0.83 | 0.8 | -1.22 | -2.23 | -0.13 | 0.34 | -0.11 | 3.32 |
| Draw Down(%) | NA | 6.8 | 6.8 | 12.1 | 22.4 | 51.1 | NA | 66.3 | 11.9 | 12.1 | 11.6 | 21.4 | 10.8 | 48.0 | 13.7 | 24.6 | 14.6 | 15.2 | 32.9 | 31.6 | 11.4 | 19.2 | 23.4 | 7.5 |
| Standard Deviation(%) | NA | 25.4 | 19.4 | 16.4 | 19.4 | 20.1 | NA | 19.3 | 14.6 | 13.6 | 16.7 | 26.6 | 19.0 | 32.3 | 17.6 | 16.4 | 12.5 | 23.5 | 23.1 | 11.1 | 10.8 | 15.3 | 20.8 | 17.1 |
| Treynor Ratio | NA | 1.11 | 0.47 | 0.16 | 0.14 | 0.1 | NA | 0.05 | 0.04 | 0.05 | -0.04 | 0.23 | 0.48 | -0.09 | 0.14 | -0.13 | 0.11 | 0.15 | -0.23 | -0.35 | -0.02 | 0.05 | -0.03 | 0.66 |
| Alpha | NA | 0.06 | 0.03 | 0.02 | 0.02 | 0.01 | NA | 0.01 | 0.0 | 0.02 | 0.02 | 0.02 | 0.02 | 0.01 | 0.02 | 0.0 | 0.02 | -0.01 | 0.03 | -0.02 | 0.02 | 0.01 | 0.0 | 0.04 |
| Beta | NA | 0.9 | 0.89 | 0.92 | 0.94 | 0.99 | NA | 1.0 | 0.89 | 0.92 | 1.0 | 0.95 | 0.92 | 1.09 | 1.23 | 1.05 | 0.92 | 1.22 | 1.24 | 0.72 | 0.95 | 0.98 | 0.94 | 0.85 |
| RSquared | NA | 0.72 | 0.76 | 0.83 | 0.87 | 0.78 | NA | 0.8 | 0.87 | 0.89 | 0.9 | 0.91 | 0.9 | 0.55 | 0.89 | 0.86 | 0.84 | 0.86 | 0.91 | 0.55 | 0.86 | 0.91 | 0.87 | 0.86 |
| Yield(%) | N/A | 0.5 | N/A | N/A | N/A | N/A | N/A | N/A | 3.3 | 7.6 | 3.6 | 36.9 | 116.9 | 0.7 | 2.8 | 14.0 | 12.3 | 0.2 | 1.6 | 4.1 | 0.5 | 0.7 | 17.1 | 0.6 |
| Dividend Growth(%) | N/A | -83.5 | N/A | N/A | N/A | N/A | N/A | N/A | -54.9 | 106.2 | -91.8 | -49.2 | 14674.4 | -71.1 | -84.6 | 11.2 | 7790.0 | -91.7 | -72.2 | 705.6 | -23.9 | -96.8 | 3903.6 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 03/17/2003
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