Commodity-related funds provide exposure to energy, metals, and agricultural assets — an asset class that historically offers inflation protection and low correlation with traditional stocks and bonds. Most broad commodity exposure is via ETFs; mutual fund options are more limited.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| VWINX (Vanguard Wellesley Income Fund) | 3.75% | 10.88% | 8.55% | 4.20% | 5.90% | 6.57% | 6.70% | … | … |
| VWELX (VANGUARD WELLINGTON FUND INVESTOR SHARES) | 6.41% | 19.26% | 14.84% | 8.73% | 9.85% | 9.64% | 8.64% | … | … |
| PRPFX (PERMANENT PORTFOLIO CLASS I) | 4.89% | 19.74% | 20.03% | 11.32% | 10.58% | 7.31% | 8.13% | … | … |
| PCRIX (COMMODITYREALRETURN STRATEGY FUND INSTITUTIONAL) | 9.78% | 19.30% | 12.26% | 11.84% | 8.16% | 1.25% | 2.12% | … | … |
| AUNAX (AB MUNICIPAL BOND INFLATION STRATEGY CLASS A) | 2.50% | 6.63% | 4.05% | 2.40% | 2.89% | 2.37% | NA | … | … |
| GLDAX (GABELLI GOLD FUND INC CLASS A) | 1.69% | 67.68% | 46.22% | 21.59% | 14.22% | 6.33% | 8.05% | … | … |
| FCGIX (Fiera Capital Global Equity Focused Fund) | 7.03% | 19.52% | 12.59% | 8.45% | NA | NA | NA | … | … |
| PSPFX (GLOBAL RESOURCES FUND GLOBAL RESOURCES FUND) | -26.30% | 13.87% | 5.86% | 0.81% | 5.25% | -1.06% | 0.33% | … | … |
| CRSOX (CREDIT SUISSE COMMODITY RETURN STRATEGY FUND CLASS I) | 14.72% | 21.49% | 10.42% | 9.84% | 6.25% | -0.06% | 0.13% | … | … |
Data as of 06/16/2026, Common starting date is 05/01/2017
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