Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PGP (PIMCO Global StocksPLUS & Income Fund) | -2.93% | 16.10% | 16.86% | 5.34% | 1.59% | 3.03% | 6.77% | … | … |
Data as of 06/05/2026, Common starting date is 05/26/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PGP (PIMCO Global StocksPLUS & Income Fund) | 05/26/2005 | 06/05/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -3.83 | 16.10 | 16.86 | 5.34 | 1.59 | 3.03 | 6.77 | … | … | -2.93 | 29.91 | 15.48 | 21.33 | -29.11 | 16.47 | -6.97 | 12.73 | -15.75 | 20.94 | -13.23 | 4.73 | -7.85 | 43.00 | 5.67 | -3.98 | 33.80 | 124.18 | -37.90 | -11.96 | 36.12 | -5.79 |
| Sharpe Ratio | NA | 1.50 | 1.02 | 0.18 | 0.02 | NA | NA | … | … | -0.01 | 1.63 | 0.88 | 0.83 | -1.28 | 1.08 | -0.12 | 0.52 | -0.63 | 1.10 | -0.48 | 0.15 | -0.35 | 1.95 | 0.18 | -0.12 | 1.35 | 2.56 | -0.63 | -0.82 | 2.92 | -1.01 |
| Standard Deviation(%) | NA | 12.65 | 16.32 | 18.54 | 27.41 | NA | NA | … | … | 16.40 | 16.63 | 13.40 | 21.49 | 23.94 | 15.21 | 59.56 | 21.73 | 27.30 | 18.55 | 27.86 | 32.42 | 22.77 | 22.07 | 30.77 | 32.21 | 24.95 | 48.42 | 61.09 | 18.40 | 11.26 | 11.84 |
| Draw Down(%) | NA | 13.05 | 21.01 | 39.79 | 64.54 | NA | NA | … | … | 13.05 | 16.03 | 7.29 | 23.22 | 37.28 | 8.76 | 57.62 | 23.54 | 35.91 | 19.32 | 30.92 | 38.04 | 24.48 | 18.53 | 29.73 | 34.01 | 19.88 | 39.04 | 63.23 | 23.62 | 6.14 | 10.75 |
| Yield(%) | 0.00 | 10.25 | 11.30 | 7.58 | 5.54 | 5.83 | 7.33 | … | … | 3.74 | 10.64 | 11.05 | 11.69 | 7.60 | 8.25 | 7.83 | 10.31 | 9.34 | 12.11 | 11.68 | 11.22 | 9.49 | 11.97 | 11.68 | 9.95 | 12.16 | 21.83 | 21.95 | 10.66 | 9.35 | 3.66 |
Data as of 06/05/2026, Common starting date is 05/26/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PGP (PIMCO Global StocksPLUS & Income Fund) |
-17.89%
Feb 2006 – Feb 2009 |
-9.56%
Mar 2015 – Mar 2020 |
-3.09%
Oct 2013 – Oct 2023 |
3.05%
Mar 2011 – Mar 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PGP (PIMCO Global StocksPLUS & Income Fund) |
61.22%
Feb 2009 – Feb 2012 |
41.09%
Nov 2008 – Nov 2013 |
19.31%
Feb 2009 – Feb 2019 |
11.19%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart