PIMCO Commodity Real Ret Strat Instl (PCRIX): Rolling Returns

Data Source: from July 2002 to April 2024 (~22 years)
Consolidated Returns as of 30 April 2024

Holding the PIMCO Commodity Real Ret Strat Instl (PCRIX) Fund, how long should you stay invested to have high probability to obtain a positive return?

Considering all the available data source (~22 years), the longest period with a negative return lasted 227 months (from April 2005 to February 2024).

This means that every rolling period of 228 months or above has always granted a positive return.

To obtain comprehensive information, please consult the PIMCO Commodity Real Ret Strat Instl (PCRIX) Fund: Historical Returns page.

Rolling Returns

A rolling return is a measure of investment performance that calculates the return of an investment over a set period of time, with the starting date rolling forward. This approach can provide a more accurate representation of the investment's historical performance and helps investors to evaluate the investment's consistency over time.

PIMCO COMMODITY REAL RET STRAT INSTL (PCRIX) FUND
Annualized Rolling Returns
Annualized Rolling Returns - Inflation Adjusted
Data Source: 1 May 2004 - 30 April 2024 (20 Years)
Data Source: 1 July 2002 - 30 April 2024 (~22 years)
Inflation Adjusted:

Annualized Rolling Returns - 1 Year (12 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +2.48% +64.62%
May 2020 - Apr 2021 		-58.08%
Mar 2008 - Feb 2009 		43.03%
108 out of 251
US Inflation Adjusted -0.05% +58.06%
May 2020 - Apr 2021 		-58.08%
Mar 2008 - Feb 2009 		50.20%
126 out of 251
1 Year Annualized Rolling Returns
Timeframes ending in every month
1 Year Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 2 Years (24 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +2.34% +54.81%
May 2020 - Apr 2022 		-26.30%
Mar 2014 - Feb 2016 		46.03%
110 out of 239
US Inflation Adjusted -1.03% +45.80%
May 2020 - Apr 2022 		-26.58%
Mar 2014 - Feb 2016 		51.88%
124 out of 239
2 Years Annualized Rolling Returns
Timeframes ending in every month
2 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 3 Years (36 months)

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Median Best Worst Negative Periods
Annualized Rolling Return -0.21% +27.00%
Sep 2002 - Aug 2005 		-20.80%
Feb 2013 - Jan 2016 		51.54%
117 out of 227
US Inflation Adjusted -2.23% +23.54%
Sep 2002 - Aug 2005 		-21.46%
Feb 2013 - Jan 2016 		54.63%
124 out of 227
3 Years Annualized Rolling Returns
Timeframes ending in every month
3 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 4 Years (48 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +0.66% +22.78%
Aug 2002 - Jul 2006 		-16.51%
Mar 2012 - Feb 2016 		48.84%
105 out of 215
US Inflation Adjusted -1.42% +19.16%
Aug 2002 - Jul 2006 		-17.31%
Mar 2012 - Feb 2016 		53.95%
116 out of 215
4 Years Annualized Rolling Returns
Timeframes ending in every month
4 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 5 Years (60 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +0.66% +21.03%
Jul 2003 - Jun 2008 		-14.17%
Mar 2011 - Feb 2016 		45.32%
92 out of 203
US Inflation Adjusted -1.55% +16.94%
Jul 2003 - Jun 2008 		-15.32%
Mar 2011 - Feb 2016 		56.65%
115 out of 203
5 Years Annualized Rolling Returns
Timeframes ending in every month
5 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 6 Years (72 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +1.48% +23.51%
Jul 2002 - Jun 2008 		-12.33%
May 2014 - Apr 2020 		45.03%
86 out of 191
US Inflation Adjusted -0.82% +19.63%
Jul 2002 - Jun 2008 		-13.49%
May 2014 - Apr 2020 		54.97%
105 out of 191
6 Years Annualized Rolling Returns
Timeframes ending in every month
6 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 7 Years (84 months)

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Median Best Worst Negative Periods
Annualized Rolling Return -0.16% +9.31%
Dec 2002 - Nov 2009 		-11.49%
Apr 2013 - Mar 2020 		50.84%
91 out of 179
US Inflation Adjusted -2.06% +6.54%
Dec 2002 - Nov 2009 		-12.82%
Apr 2013 - Mar 2020 		60.34%
108 out of 179
7 Years Annualized Rolling Returns
Timeframes ending in every month
7 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 8 Years (96 months)

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Median Best Worst Negative Periods
Annualized Rolling Return -0.37% +11.28%
May 2003 - Apr 2011 		-11.21%
Mar 2008 - Feb 2016 		55.69%
93 out of 167
US Inflation Adjusted -2.41% +8.52%
May 2003 - Apr 2011 		-12.42%
Mar 2008 - Feb 2016 		72.46%
121 out of 167
8 Years Annualized Rolling Returns
Timeframes ending in every month
8 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 9 Years (108 months)

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Median Best Worst Negative Periods
Annualized Rolling Return -1.87% +11.99%
Aug 2002 - Jul 2011 		-10.45%
May 2011 - Apr 2020 		60.00%
93 out of 155
US Inflation Adjusted -3.90% +9.23%
Aug 2002 - Jul 2011 		-11.77%
May 2011 - Apr 2020 		81.94%
127 out of 155
9 Years Annualized Rolling Returns
Timeframes ending in every month
9 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 10 Years (120 months)

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Median Best Worst Negative Periods
Annualized Rolling Return -1.81% +9.86%
Aug 2002 - Jul 2012 		-7.71%
Jul 2008 - Jun 2018 		76.22%
109 out of 143
US Inflation Adjusted -4.17% +7.27%
Aug 2002 - Jul 2012 		-9.02%
Jul 2008 - Jun 2018 		81.12%
116 out of 143
10 Years Annualized Rolling Returns
Timeframes ending in every month
10 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 11 Years (132 months)

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Median Best Worst Negative Periods
Annualized Rolling Return -1.99% +7.40%
Jul 2002 - Jun 2013 		-7.60%
Jul 2008 - Jun 2019 		82.44%
108 out of 131
US Inflation Adjusted -4.34% +4.91%
Jul 2002 - Jun 2013 		-8.93%
Jul 2008 - Jun 2019 		86.26%
113 out of 131
11 Years Annualized Rolling Returns
Timeframes ending in every month
11 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 12 Years (144 months)

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Median Best Worst Negative Periods
Annualized Rolling Return -1.74% +7.73%
Jul 2002 - Jun 2014 		-8.44%
Jul 2008 - Jun 2020 		69.75%
83 out of 119
US Inflation Adjusted -3.99% +5.26%
Jul 2002 - Jun 2014 		-9.72%
Apr 2008 - Mar 2020 		89.92%
107 out of 119
12 Years Annualized Rolling Returns
Timeframes ending in every month
12 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 13 Years (156 months)

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Median Best Worst Negative Periods
Annualized Rolling Return -1.37% +4.65%
Jul 2002 - Jun 2015 		-5.58%
May 2007 - Apr 2020 		65.42%
70 out of 107
US Inflation Adjusted -3.52% +2.42%
Jul 2002 - Jun 2015 		-7.21%
Apr 2007 - Mar 2020 		90.65%
97 out of 107
13 Years Annualized Rolling Returns
Timeframes ending in every month
13 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 14 Years (168 months)

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Median Best Worst Negative Periods
Annualized Rolling Return -1.11% +3.22%
Jul 2002 - Jun 2016 		-4.97%
May 2006 - Apr 2020 		64.21%
61 out of 95
US Inflation Adjusted -3.03% +1.10%
Jul 2002 - Jun 2016 		-6.61%
May 2006 - Apr 2020 		93.68%
89 out of 95
14 Years Annualized Rolling Returns
Timeframes ending in every month
14 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 15 Years (180 months)

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Median Best Worst Negative Periods
Annualized Rolling Return -0.96% +2.57%
Mar 2009 - Feb 2024 		-4.18%
Apr 2005 - Mar 2020 		62.65%
52 out of 83
US Inflation Adjusted -3.02% +0.47%
Jul 2002 - Jun 2017 		-6.02%
Apr 2005 - Mar 2020 		95.18%
79 out of 83
15 Years Annualized Rolling Returns
Timeframes ending in every month
15 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 16 Years (192 months)

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Median Best Worst Negative Periods
Annualized Rolling Return -0.30% +2.95%
Jul 2002 - Jun 2018 		-3.30%
Apr 2004 - Mar 2020 		61.97%
44 out of 71
US Inflation Adjusted -2.50% +0.81%
Jul 2002 - Jun 2018 		-5.29%
Mar 2008 - Feb 2024 		97.18%
69 out of 71
16 Years Annualized Rolling Returns
Timeframes ending in every month
16 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 17 Years (204 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +0.04% +2.37%
Jul 2002 - Jun 2019 		-1.01%
Jun 2003 - May 2020 		47.46%
28 out of 59
US Inflation Adjusted -2.18% +0.27%
Jul 2002 - Jun 2019 		-3.19%
Jun 2006 - May 2023 		96.61%
57 out of 59
17 Years Annualized Rolling Returns
Timeframes ending in every month
17 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 18 Years (216 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +1.08% +2.36%
Aug 2003 - Jul 2021 		-0.50%
Oct 2005 - Sep 2023 		19.15%
9 out of 47
US Inflation Adjusted -0.93% +0.15%
Aug 2003 - Jul 2021 		-2.91%
Feb 2006 - Jan 2024 		97.87%
46 out of 47
18 Years Annualized Rolling Returns
Timeframes ending in every month
18 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 19 Years (228 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +2.15% +3.95%
May 2003 - Apr 2022 		+0.10%
Mar 2005 - Feb 2024 		0.00%
0 out of 35
US Inflation Adjusted -0.38% +1.49%
May 2003 - Apr 2022 		-2.40%
Mar 2005 - Feb 2024 		57.14%
20 out of 35
19 Years Annualized Rolling Returns
Timeframes ending in every month
19 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 20 Years (240 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +2.29% +4.57%
Aug 2002 - Jul 2022 		+0.62%
Apr 2004 - Mar 2024 		0.00%
0 out of 23
US Inflation Adjusted -0.27% +2.02%
Aug 2002 - Jul 2022 		-1.92%
Apr 2004 - Mar 2024 		52.17%
12 out of 23
20 Years Annualized Rolling Returns
Timeframes ending in every month
20 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

To obtain comprehensive information, please consult the PIMCO Commodity Real Ret Strat Instl (PCRIX) Fund: Historical Returns page.