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

Data Source: from July 2002 to June 2024 (~22 years)
Consolidated Returns as of 30 June 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 July 2004 - 30 June 2024 (20 Years)

Data Source: 1 July 2002 - 30 June 2024 (~22 years)

Inflation Adjusted:

Return Chart Capital Chart Table

Loading data
Please wait

Annualized Rolling Returns - 1 Year (12 months)

Swipe left to see all data

	Median	Best	Worst	Negative Periods
Annualized Rolling Return	+2.70%	+64.62% May 2020 - Apr 2021	-58.08% Mar 2008 - Feb 2009	42.69% 108 out of 253
US Inflation Adjusted	+0.41%	+58.06% May 2020 - Apr 2021	-58.08% Mar 2008 - Feb 2009	49.80% 126 out of 253

1 Year Annualized Rolling Returns

Timeframes ending in every month

Loading data
Please wait

1 Year Annualized Rolling Returns

Annualized Rolling Return Distribution

Loading data
Please wait

Annualized Rolling Returns - 2 Years (24 months)

Swipe left to see all data

	Median	Best	Worst	Negative Periods
Annualized Rolling Return	+1.92%	+54.81% May 2020 - Apr 2022	-26.30% Mar 2014 - Feb 2016	46.47% 112 out of 241
US Inflation Adjusted	-1.16%	+45.80% May 2020 - Apr 2022	-26.58% Mar 2014 - Feb 2016	52.28% 126 out of 241

2 Years Annualized Rolling Returns

Timeframes ending in every month

Loading data
Please wait

2 Years Annualized Rolling Returns

Annualized Rolling Return Distribution

Loading data
Please wait

Annualized Rolling Returns - 3 Years (36 months)

Swipe left to see all data

	Median	Best	Worst	Negative Periods
Annualized Rolling Return	-0.20%	+27.00% Sep 2002 - Aug 2005	-20.80% Feb 2013 - Jan 2016	51.09% 117 out of 229
US Inflation Adjusted	-2.16%	+23.54% Sep 2002 - Aug 2005	-21.46% Feb 2013 - Jan 2016	54.59% 125 out of 229

3 Years Annualized Rolling Returns

Timeframes ending in every month

Loading data
Please wait

3 Years Annualized Rolling Returns

Annualized Rolling Return Distribution

Loading data
Please wait

Annualized Rolling Returns - 4 Years (48 months)

Swipe left to see all data

	Median	Best	Worst	Negative Periods
Annualized Rolling Return	+0.72%	+22.78% Aug 2002 - Jul 2006	-16.51% Mar 2012 - Feb 2016	48.39% 105 out of 217
US Inflation Adjusted	-1.25%	+19.16% Aug 2002 - Jul 2006	-17.31% Mar 2012 - Feb 2016	53.46% 116 out of 217

4 Years Annualized Rolling Returns

Timeframes ending in every month

Loading data
Please wait

4 Years Annualized Rolling Returns

Annualized Rolling Return Distribution

Loading data
Please wait

Annualized Rolling Returns - 5 Years (60 months)

Swipe left to see all data

	Median	Best	Worst	Negative Periods
Annualized Rolling Return	+0.74%	+21.03% Jul 2003 - Jun 2008	-14.17% Mar 2011 - Feb 2016	44.88% 92 out of 205
US Inflation Adjusted	-1.30%	+16.94% Jul 2003 - Jun 2008	-15.32% Mar 2011 - Feb 2016	56.10% 115 out of 205

5 Years Annualized Rolling Returns

Timeframes ending in every month

Loading data
Please wait

5 Years Annualized Rolling Returns

Annualized Rolling Return Distribution

Loading data
Please wait

Annualized Rolling Returns - 6 Years (72 months)

Swipe left to see all data

	Median	Best	Worst	Negative Periods
Annualized Rolling Return	+1.48%	+23.51% Jul 2002 - Jun 2008	-12.33% May 2014 - Apr 2020	44.56% 86 out of 193
US Inflation Adjusted	-0.82%	+19.63% Jul 2002 - Jun 2008	-13.49% May 2014 - Apr 2020	54.40% 105 out of 193

6 Years Annualized Rolling Returns

Timeframes ending in every month

Loading data
Please wait

6 Years Annualized Rolling Returns

Annualized Rolling Return Distribution

Loading data
Please wait

Annualized Rolling Returns - 7 Years (84 months)

Swipe left to see all data

	Median	Best	Worst	Negative Periods
Annualized Rolling Return	-0.01%	+9.31% Dec 2002 - Nov 2009	-11.49% Apr 2013 - Mar 2020	50.28% 91 out of 181
US Inflation Adjusted	-1.98%	+6.54% Dec 2002 - Nov 2009	-12.82% Apr 2013 - Mar 2020	59.67% 108 out of 181

7 Years Annualized Rolling Returns

Timeframes ending in every month

Loading data
Please wait

7 Years Annualized Rolling Returns

Annualized Rolling Return Distribution

Loading data
Please wait

Annualized Rolling Returns - 8 Years (96 months)

Swipe left to see all data

	Median	Best	Worst	Negative Periods
Annualized Rolling Return	-0.34%	+11.28% May 2003 - Apr 2011	-11.21% Mar 2008 - Feb 2016	55.03% 93 out of 169
US Inflation Adjusted	-2.41%	+8.52% May 2003 - Apr 2011	-12.42% Mar 2008 - Feb 2016	71.60% 121 out of 169

8 Years Annualized Rolling Returns

Timeframes ending in every month

Loading data
Please wait

8 Years Annualized Rolling Returns

Annualized Rolling Return Distribution

Loading data
Please wait

Annualized Rolling Returns - 9 Years (108 months)

Swipe left to see all data

	Median	Best	Worst	Negative Periods
Annualized Rolling Return	-1.74%	+11.99% Aug 2002 - Jul 2011	-10.45% May 2011 - Apr 2020	59.24% 93 out of 157
US Inflation Adjusted	-3.86%	+9.23% Aug 2002 - Jul 2011	-11.77% May 2011 - Apr 2020	82.17% 129 out of 157

9 Years Annualized Rolling Returns

Timeframes ending in every month

Loading data
Please wait

9 Years Annualized Rolling Returns

Annualized Rolling Return Distribution

Loading data
Please wait

Annualized Rolling Returns - 10 Years (120 months)

Swipe left to see all data

	Median	Best	Worst	Negative Periods
Annualized Rolling Return	-1.79%	+9.86% Aug 2002 - Jul 2012	-7.71% Jul 2008 - Jun 2018	76.55% 111 out of 145
US Inflation Adjusted	-4.10%	+7.27% Aug 2002 - Jul 2012	-9.02% Jul 2008 - Jun 2018	81.38% 118 out of 145

10 Years Annualized Rolling Returns

Timeframes ending in every month

Loading data
Please wait

10 Years Annualized Rolling Returns

Annualized Rolling Return Distribution

Loading data
Please wait

Annualized Rolling Returns - 11 Years (132 months)

Swipe left to see all data

	Median	Best	Worst	Negative Periods
Annualized Rolling Return	-1.98%	+7.40% Jul 2002 - Jun 2013	-7.60% Jul 2008 - Jun 2019	82.71% 110 out of 133
US Inflation Adjusted	-4.25%	+4.91% Jul 2002 - Jun 2013	-8.93% Jul 2008 - Jun 2019	86.47% 115 out of 133

11 Years Annualized Rolling Returns

Timeframes ending in every month

Loading data
Please wait

11 Years Annualized Rolling Returns

Annualized Rolling Return Distribution

Loading data
Please wait

Annualized Rolling Returns - 12 Years (144 months)

Swipe left to see all data

	Median	Best	Worst	Negative Periods
Annualized Rolling Return	-1.72%	+7.73% Jul 2002 - Jun 2014	-8.44% Jul 2008 - Jun 2020	70.25% 85 out of 121
US Inflation Adjusted	-3.98%	+5.26% Jul 2002 - Jun 2014	-9.72% Apr 2008 - Mar 2020	90.08% 109 out of 121

12 Years Annualized Rolling Returns

Timeframes ending in every month

Loading data
Please wait

12 Years Annualized Rolling Returns

Annualized Rolling Return Distribution

Loading data
Please wait

Annualized Rolling Returns - 13 Years (156 months)

Swipe left to see all data

	Median	Best	Worst	Negative Periods
Annualized Rolling Return	-1.46%	+4.65% Jul 2002 - Jun 2015	-5.58% May 2007 - Apr 2020	66.06% 72 out of 109
US Inflation Adjusted	-3.58%	+2.42% Jul 2002 - Jun 2015	-7.21% Apr 2007 - Mar 2020	90.83% 99 out of 109

13 Years Annualized Rolling Returns

Timeframes ending in every month

Loading data
Please wait

13 Years Annualized Rolling Returns

Annualized Rolling Return Distribution

Loading data
Please wait

Annualized Rolling Returns - 14 Years (168 months)

Swipe left to see all data

	Median	Best	Worst	Negative Periods
Annualized Rolling Return	-1.11%	+3.22% Jul 2002 - Jun 2016	-4.97% May 2006 - Apr 2020	62.89% 61 out of 97
US Inflation Adjusted	-3.01%	+1.10% Jul 2002 - Jun 2016	-6.61% May 2006 - Apr 2020	93.81% 91 out of 97

14 Years Annualized Rolling Returns

Timeframes ending in every month

Loading data
Please wait

14 Years Annualized Rolling Returns

Annualized Rolling Return Distribution

Loading data
Please wait

Annualized Rolling Returns - 15 Years (180 months)

Swipe left to see all data

	Median	Best	Worst	Negative Periods
Annualized Rolling Return	-0.95%	+2.57% Mar 2009 - Feb 2024	-4.18% Apr 2005 - Mar 2020	61.18% 52 out of 85
US Inflation Adjusted	-2.99%	+0.47% Jul 2002 - Jun 2017	-6.02% Apr 2005 - Mar 2020	95.29% 81 out of 85

15 Years Annualized Rolling Returns

Timeframes ending in every month

Loading data
Please wait

15 Years Annualized Rolling Returns

Annualized Rolling Return Distribution

Loading data
Please wait

Annualized Rolling Returns - 16 Years (192 months)

Swipe left to see all data

	Median	Best	Worst	Negative Periods
Annualized Rolling Return	-0.31%	+2.95% Jul 2002 - Jun 2018	-3.30% Apr 2004 - Mar 2020	63.01% 46 out of 73
US Inflation Adjusted	-2.57%	+0.81% Jul 2002 - Jun 2018	-5.29% Mar 2008 - Feb 2024	97.26% 71 out of 73

16 Years Annualized Rolling Returns

Timeframes ending in every month

Loading data
Please wait

16 Years Annualized Rolling Returns

Annualized Rolling Return Distribution

Loading data
Please wait

Annualized Rolling Returns - 17 Years (204 months)

Swipe left to see all data

	Median	Best	Worst	Negative Periods
Annualized Rolling Return	+0.03%	+2.37% Jul 2002 - Jun 2019	-1.01% Jun 2003 - May 2020	49.18% 30 out of 61
US Inflation Adjusted	-2.20%	+0.27% Jul 2002 - Jun 2019	-3.19% Jun 2006 - May 2023	96.72% 59 out of 61

17 Years Annualized Rolling Returns

Timeframes ending in every month

Loading data
Please wait

17 Years Annualized Rolling Returns

Annualized Rolling Return Distribution

Loading data
Please wait

Annualized Rolling Returns - 18 Years (216 months)

Swipe left to see all data

	Median	Best	Worst	Negative Periods
Annualized Rolling Return	+1.01%	+2.36% Aug 2003 - Jul 2021	-0.50% Oct 2005 - Sep 2023	22.45% 11 out of 49
US Inflation Adjusted	-1.02%	+0.15% Aug 2003 - Jul 2021	-2.91% Feb 2006 - Jan 2024	97.96% 48 out of 49

18 Years Annualized Rolling Returns

Timeframes ending in every month

Loading data
Please wait

18 Years Annualized Rolling Returns

Annualized Rolling Return Distribution

Loading data
Please wait

Annualized Rolling Returns - 19 Years (228 months)

Swipe left to see all data

	Median	Best	Worst	Negative Periods
Annualized Rolling Return	+1.77%	+3.95% May 2003 - Apr 2022	+0.10% Mar 2005 - Feb 2024	0.00% 0 out of 37
US Inflation Adjusted	-0.75%	+1.49% May 2003 - Apr 2022	-2.40% Mar 2005 - Feb 2024	59.46% 22 out of 37

19 Years Annualized Rolling Returns

Timeframes ending in every month

Loading data
Please wait

19 Years Annualized Rolling Returns

Annualized Rolling Return Distribution

Loading data
Please wait

Annualized Rolling Returns - 20 Years (240 months)

Swipe left to see all data

	Median	Best	Worst	Negative Periods
Annualized Rolling Return	+2.07%	+4.57% Aug 2002 - Jul 2022	+0.62% Apr 2004 - Mar 2024	0.00% 0 out of 25
US Inflation Adjusted	-0.48%	+2.02% Aug 2002 - Jul 2022	-1.92% Apr 2004 - Mar 2024	56.00% 14 out of 25

20 Years Annualized Rolling Returns

Timeframes ending in every month

Loading data
Please wait

20 Years Annualized Rolling Returns

Annualized Rolling Return Distribution

Loading data
Please wait

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