Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PFL (Pimco Income Strategy Closed Fund) | -3.66% | 3.93% | 10.58% | 0.90% | 8.08% | 7.49% | 5.72% | … | … |
Data as of 06/04/2026, Common starting date is 08/27/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PFL (Pimco Income Strategy Closed Fund) | 08/27/2003 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.40 | 3.93 | 10.58 | 0.90 | 8.08 | 7.49 | 5.72 | … | … | -3.66 | 13.02 | 11.45 | 17.22 | -18.06 | 4.57 | 7.16 | 19.64 | 2.10 | 22.48 | 20.92 | -8.37 | 16.46 | -2.91 | 36.79 | -2.18 | 10.63 | 72.38 | -47.09 | -13.70 | 17.15 | -6.14 | 12.96 | -0.22 |
| Sharpe Ratio | NA | 0.44 | 0.86 | -0.07 | 0.35 | NA | NA | … | … | -0.60 | 0.86 | 1.02 | 0.93 | -1.09 | 0.31 | 0.15 | 2.14 | 0.06 | 2.18 | 1.81 | -0.89 | 1.52 | -0.19 | 2.99 | -0.11 | 0.49 | 1.55 | -0.88 | -0.94 | 1.81 | -0.80 | 1.37 | -0.15 |
| Standard Deviation(%) | NA | 8.90 | 11.21 | 13.79 | 18.84 | NA | NA | … | … | 11.96 | 11.79 | 7.64 | 14.70 | 18.01 | 14.56 | 46.40 | 8.48 | 11.69 | 10.04 | 11.45 | 9.41 | 10.85 | 15.42 | 12.39 | 19.89 | 21.55 | 46.55 | 54.26 | 18.08 | 7.64 | 10.47 | 8.73 | 8.85 |
| Draw Down(%) | NA | 7.64 | 13.22 | 33.43 | 48.37 | NA | NA | … | … | 7.64 | 9.77 | 5.42 | 14.74 | 22.64 | 17.68 | 48.37 | 7.35 | 13.47 | 5.91 | 8.83 | 14.76 | 7.44 | 18.45 | 8.43 | 26.64 | 19.70 | 56.94 | 67.57 | 24.38 | 5.23 | 15.45 | 5.88 | 5.00 |
| Yield(%) | 0.00 | 11.68 | 12.01 | 7.64 | 10.21 | 8.73 | 5.72 | … | … | 4.81 | 11.53 | 11.53 | 11.69 | 8.82 | 9.17 | 9.13 | 9.84 | 9.18 | 10.21 | 11.10 | 9.11 | 10.90 | 8.44 | 12.90 | 7.92 | 7.47 | 8.87 | 10.14 | 8.96 | 9.22 | 5.93 | 5.79 | 0.79 |
Data as of 06/04/2026, Common starting date is 08/27/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PFL (Pimco Income Strategy Closed Fund) |
-27.09%
Mar 2006 – Mar 2009 |
-15.67%
Mar 2004 – Mar 2009 |
2.66%
Feb 2006 – Feb 2016 |
4.04%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PFL (Pimco Income Strategy Closed Fund) |
39.06%
Mar 2009 – Mar 2012 |
27.73%
Mar 2009 – Mar 2014 |
18.77%
Mar 2009 – Mar 2019 |
13.72%
Mar 2009 – Mar 2024 |
Annualized Rolling Returns Comparison Chart