Unlock stock picks and a broker-level newsfeed that powers Wall Street.
Nasdaq - Delayed Quote USD

PIMCO CommoditiesPLUS Strategy I2 (PCLPX)

6.76
+0.03
+(0.45%)
At close: 8:03:58 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 4.11%
5y Average Return 24.49%
Number of Years Up 7
Number of Years Down 7
Best 1Y Total Return (Mar 31, 2025) 43.79%
Worst 1Y Total Return (Mar 31, 2025) --
Best 3Y Total Return 43.79%
Worst 3Y Total Return -19.09%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
PCLPX
Category
YTD
1.53%
22.37%
1-Month
-1.34%
1.67%
3-Month
4.09%
13.11%
1-Year
6.74%
48.08%
3-Year
4.68%
3.58%
5-Year
16.00%
3.25%
10-Year
5.56%
-4.08%
Last Bull Market
-3.92%
5.07%
Last Bear Market
-0.76%
-18.58%

Annual Total Return (%) History

Year
PCLPX
Category
2024
8.37%
--
2023
-0.85%
--
2022
23.00%
--
2021
43.79%
--
2020
-9.09%
-3.09%
2019
19.38%
7.87%
2018
-12.27%
-11.52%
2017
10.52%
3.66%

2016
19.30%
12.16%
2015
-28.43%
-23.99%
2014
-24.82%
-17.98%
2013
-1.58%
-8.73%
2012
5.14%
-0.62%
2011
-2.56%
-8.20%
2010
--
15.75%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 8.32% 1.35% -3.56% 2.36%
2023 -2.63% -2.92% 12.11% -6.44%
2022 27.79% -0.76% -9.10% 6.70%
2021 13.72% 16.21% 4.99% 3.63%
2020 -39.85% 20.74% 7.53% 16.41%
2019 15.71% -1.28% -4.04% 8.91%
2018 3.31% 5.70% 0.90% -20.38%
2017 -2.66% -5.36% 8.96% 10.11%
2016 -0.74% 13.45% 0.00% 5.94%
2015 -6.14% 6.92% -18.66% -12.32%

2014 4.40% 4.32% -12.01% -21.55%
2013 1.29% -7.77% 5.31% 0.04%
2012 6.52% -10.91% 12.91% -1.88%
2011 13.25% -4.86% -13.65% 4.73%
2010 12.05% 14.61% -- --

Rank in Category (By Total Return)

YTD 85
1-Month 86
3-Month 61
1-Year 73
3-Year 11
5-Year 9

Load Adjusted Returns

1-Year 6.74%
3-Year 4.68%
5-Year 16.00%
10-Year 5.56%

Performance & Risk

YTD Return 4.11%
5y Average Return 24.49%
Rank in Category (ytd) 85
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.87
Morningstar Risk Rating

Fund Overview

Category Commodities Broad Basket
Fund Family PIMCO
Net Assets 4.59B
YTD Return 1.53%
Yield 7.44%
Morningstar Rating
Inception Date May 28, 2010

Fund Summary

The fund invests in commodity-linked derivative instruments backed by an actively managed, low volatility portfolio of Fixed Income Instruments, and may also invest directly in commodities. "Fixed Income Instruments" include bonds, debt securities and other similar instruments issued by various U.S. and non-U.S. public- or private-sector entities.

Related Tickers