Performance analysis of RCS (PIMCO Strategic Income Fund)
Annual Return
Over the past 3 years, RCS has had an average annual return of +11.48%, underperforming the benchmark SPY, which returned +22.45% annual.
Over the past 5 years, RCS has had an average annual return of +2.29%, underperforming the benchmark SPY, which returned +13.88% annual.
Over the past 10 years, RCS has had an average annual return of +3.54%, underperforming the benchmark SPY, which returned +15.44% annual.
Since Nov 1, 1999, RCS has had an average annual return of +7.80%, underperforming the benchmark SPY, which returned +8.56% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +1.38% | -21.46% | +37.46% | +37.68% | -18.67% | +6.36% | -16.15% | +1.61% | +15.53% | +14.38% | +8.77% | +5.57% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 |
| +6.90% | -4.47% | +13.37% | +23.68% | +13.21% | +38.32% | -0.16% | -0.65% | +6.68% | -5.76% | +5.79% | +12.24% |
| 2002 | 2001 | 2000 | 1999 | ||||||||
| +22.87% | +14.85% | +17.16% | -0.34% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +6.44% | -2.56% | -5.28% | +3.02% | +1.46% | -1.27% | +1.38% | ||||||
| 2025 | -14.69% | -3.59% | +1.62% | -8.46% | +13.76% | +9.04% | +2.30% | +2.69% | +5.55% | -4.63% | -6.69% | -16.13% | -21.46% |
| 2024 | +0.51% | +0.66% | +1.52% | -4.12% | +6.28% | +2.66% | +9.55% | +2.71% | +12.52% | +0.38% | +2.88% | -2.16% | +37.46% |
| 2023 | +15.69% | +0.88% | -5.15% | +0.57% | -6.08% | +6.51% | +6.53% | +0.75% | -2.18% | -8.72% | +18.83% | +8.56% | +37.68% |
| 2022 | -7.55% | -4.21% | +0.24% | -7.88% | -0.15% | -2.43% | +5.32% | +2.43% | -11.87% | +8.31% | +3.39% | -4.10% | -18.67% |
| 2021 | +0.74% | +5.51% | +1.67% | +3.56% | +3.50% | -1.17% | +2.25% | +4.02% | -11.16% | +3.38% | -4.60% | -0.30% | +6.36% |
| 2020 | +1.34% | -12.87% | -23.03% | +8.93% | +5.57% | -5.89% | +2.52% | -0.15% | +0.80% | -3.75% | +13.61% | +1.03% | -16.15% |
| 2019 | +3.43% | +4.66% | +2.76% | -8.52% | -1.58% | +4.29% | +2.68% | -5.78% | +0.45% | +0.33% | -0.00296% | -0.21% | +1.61% |
| 2018 | +0.34% | -1.61% | +4.85% | +1.75% | +3.45% | +1.37% | +3.96% | +0.21% | -1.09% | -6.42% | +7.67% | +0.75% | +15.53% |
| 2017 | +8.12% | +1.42% | +1.22% | +4.86% | +3.78% | +0.50% | +2.67% | -3.56% | -1.51% | -5.46% | -3.94% | +6.39% | +14.38% |
Drawdown analysis of RCS (PIMCO Strategic Income Fund)
The maximum drawdown for the RCS was -46.65%, occurring on Mar 23, 2020. Recovery took 1078 trading sessions.
The current RCS drawdown is -27.67%.
Since Nov 1, 1999 RCS has experienced the following drawdowns:
- 40% or more: 1 time
- 30% or more: 4 times
- 20% or more: 7 times
- 10% or more: 19 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -46.65% | Mar 29, 2019 | 247 | Mar 23, 2020 | 1078 | Jul 5, 2024 | 1325 |
| -35.00% | May 5, 2008 | 212 | Mar 9, 2009 | 128 | Sep 9, 2009 | 340 |
| -32.92% | Oct 2, 2025 | 122 | Mar 30, 2026 | Ongoing | Ongoing | Ongoing |
| -32.45% | Dec 5, 2024 | 92 | Apr 22, 2025 | 106 | Sep 23, 2025 | 198 |
| -24.63% | Mar 31, 2004 | 27 | May 10, 2004 | 111 | Oct 18, 2004 | 138 |
| -24.31% | Nov 8, 2005 | 444 | Aug 16, 2007 | 152 | Mar 26, 2008 | 596 |
| -20.44% | Sep 8, 2016 | 47 | Nov 14, 2016 | 110 | Apr 25, 2017 | 157 |
| -18.69% | Dec 9, 2014 | 193 | Sep 16, 2015 | 54 | Dec 2, 2015 | 247 |
| -17.58% | Sep 20, 2012 | 38 | Nov 15, 2012 | 58 | Feb 11, 2013 | 96 |
| -16.05% | Jul 14, 2017 | 87 | Nov 15, 2017 | 157 | Jul 3, 2018 | 244 |
| -15.13% | Feb 20, 2013 | 95 | Jul 8, 2013 | 219 | May 20, 2014 | 314 |
| -14.85% | Feb 11, 2005 | 35 | Apr 5, 2005 | 144 | Oct 27, 2005 | 179 |
| -14.63% | Mar 9, 2010 | 42 | May 7, 2010 | 53 | Jul 23, 2010 | 95 |
| -14.11% | Aug 11, 2010 | 86 | Dec 13, 2010 | 52 | Feb 28, 2011 | 138 |
| -13.44% | May 20, 2011 | 54 | Aug 8, 2011 | 63 | Nov 4, 2011 | 117 |
| -12.85% | Dec 2, 2015 | 33 | Jan 21, 2016 | 42 | Mar 22, 2016 | 75 |
| -12.26% | Sep 3, 2002 | 34 | Oct 21, 2002 | 47 | Dec 27, 2002 | 81 |
| -12.01% | Oct 20, 2004 | 14 | Nov 9, 2004 | 37 | Jan 3, 2005 | 51 |
| -11.75% | Aug 9, 2018 | 57 | Oct 30, 2018 | 46 | Jan 8, 2019 | 103 |
| -9.63% | Jul 9, 2014 | 69 | Oct 15, 2014 | 36 | Dec 5, 2014 | 105 |
| -8.90% | Nov 3, 1999 | 140 | May 24, 2000 | 23 | Jun 27, 2000 | 163 |
| -8.82% | Mar 12, 2012 | 47 | May 17, 2012 | 35 | Jul 9, 2012 | 82 |
| -8.00% | Feb 2, 2010 | 3 | Feb 5, 2010 | 19 | Mar 5, 2010 | 22 |
| -7.92% | Sep 24, 2009 | 15 | Oct 15, 2009 | 28 | Nov 24, 2009 | 43 |
| -7.79% | May 22, 2003 | 29 | Jul 3, 2003 | 15 | Jul 25, 2003 | 44 |