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CMDTPIMCO Commodity Strategy Active Exchange-Traded Fund

Beat inflation3y track recordRanked #63 of 111 in this goal

Seeks total return which exceeds that of the Bloomberg Commodity Index Total Return.

By PIMCO · Launched 2023

Annual Cost

0.65%

#3,547 of 6,040 · average

Fund Size

$864M

#1,268 of 6,040 · large

Return (1Y)

+32.2%

Track Record

3 years

#2,944 of 6,040 · seasoned

Performance

Total-return NAV · USD
Growth of $10,000
$14,346+43.5%

Total-return NAV, USD. Net of fund fees, before tax.

What's inside

How Beacon categorizes this fund

Asset class

Commodity

Index tracked

Bloomberg Commodity Index Total Return

Holdings

By weight

Concentration

Top 10 holdings = 31.0% of funddiversified

N/A
11.7%
PIMCO FUNDS
5.9%
N/A
3.6%
COMMODITY WAREHOUSE RECEIPTPL
2.4%
JABIL INCJBLPP
1.4%
BRAZIL GOVT
1.4%
N/A
1.3%
N/AHOU6
1.2%
GOVERNMENT NATIONAL MORTGAGE ASSOCIATION 2025-98
1.1%
FANNIE MAE REMICS 2025-18
1.1%

Asset allocation

Bonds
74.7%
Other
22.3%
Cash
3.0%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
13.5%Moderate

Year-on-year price swings

Max drawdown
-37.6%Severe

Worst peak-to-trough loss

Sharpe (3Y)
0.80Decent risk-adjusted returns
Sortino (3Y)
1.15Good downside protection

Listing

Exchange
NYSE Arca

Full fund details

Objective
Seeks total return which exceeds that of the Bloomberg Commodity Index Total Return.
Strategy
Invests in commodity-linked derivative instruments backed by a diversified portfolio of fixed income instruments and may also invest directly in commodities. The Fund aims for total return exceeding the Bloomberg Commodity Index Total Return, utilizing various strategies including swaps and futures.
Inception date
May 9, 2023
Fund family
PIMCO

Next steps

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Data updated on 2026-09-18