Performance analysis of PFL (Pimco Income Strategy Fund)
Annual Return
Over the past 3 years, PFL has had an average annual return of +10.88%, underperforming the benchmark SPY, which returned +19.62% annual.
Over the past 5 years, PFL has had an average annual return of +2.06%, underperforming the benchmark SPY, which returned +12.73% annual.
Over the past 10 years, PFL has had an average annual return of +7.86%, underperforming the benchmark SPY, which returned +15.04% annual.
Since Oct 9, 2003, PFL has had an average annual return of +6.48%, underperforming the benchmark SPY, which returned +11.05% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| -0.95% | +13.02% | +11.51% | +17.34% | -17.87% | +4.66% | +7.09% | +19.63% | +2.10% | +21.28% | +20.92% | -8.37% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 |
| +14.99% | -3.04% | +36.65% | -0.77% | +12.39% | +93.87% | -48.65% | -12.35% | +18.47% | -5.28% | +12.90% | +0.72% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +0.73% | +1.21% | -4.15% | +1.65% | -1.23% | +1.20% | -0.23% | -0.95% | |||||
| 2025 | +1.93% | +2.03% | +1.55% | -2.60% | +1.47% | +1.10% | +1.95% | +1.92% | +1.19% | +0.37% | +0.62% | +0.85% | +13.02% |
| 2024 | +0.96% | +1.45% | +0.96% | -1.05% | +0.73% | -0.72% | +2.86% | +1.72% | +3.50% | +0.59% | +0.49% | -0.46% | +11.51% |
| 2023 | +9.30% | -0.68% | -4.98% | -0.73% | -0.88% | +5.53% | +2.84% | -4.82% | -1.41% | -4.60% | +12.37% | +5.89% | +17.34% |
| 2022 | -5.02% | -0.28% | +0.51% | -4.13% | -2.76% | -2.99% | +4.83% | -2.30% | -11.14% | +6.48% | +1.81% | -3.32% | -17.87% |
| 2021 | +1.14% | +2.25% | +3.88% | +1.84% | +5.07% | +1.42% | -1.51% | +6.27% | -11.10% | -2.15% | -4.54% | +3.29% | +4.66% |
| 2020 | +2.45% | -7.12% | -23.26% | +8.02% | +7.13% | +2.15% | +3.39% | +2.41% | +1.09% | +0.56% | +10.36% | +4.45% | +7.09% |
| 2019 | +5.55% | +1.68% | +0.70% | +1.92% | +1.12% | +2.23% | +2.29% | -4.45% | +1.32% | +2.10% | +1.12% | +2.77% | +19.63% |
| 2018 | -0.00393% | -0.25% | +2.72% | +2.74% | +3.12% | -2.16% | +3.98% | -0.25% | -1.67% | -5.06% | -0.00765% | -0.71% | +2.10% |
| 2017 | +3.71% | +2.95% | +1.38% | +4.14% | +2.96% | +1.02% | +3.91% | +0.08% | +0.91% | +0.16% | -4.43% | +2.98% | +21.28% |
Drawdown analysis of PFL (Pimco Income Strategy Fund)
The maximum drawdown for the PFL was -77.93%, occurring on Mar 9, 2009. Recovery took 572 trading sessions.
The current PFL drawdown is -2.85%.
Since Oct 9, 2003 PFL has experienced the following drawdowns:
- 50% or more: 1 time
- 40% or more: 2 times
- 30% or more: 3 times
- 20% or more: 4 times
- 10% or more: 8 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -77.93% | Jun 18, 2007 | 434 | Mar 9, 2009 | 572 | Jun 14, 2011 | 1006 |
| -48.37% | Feb 19, 2020 | 20 | Mar 18, 2020 | 184 | Dec 8, 2020 | 204 |
| -33.25% | Sep 1, 2021 | 282 | Oct 14, 2022 | 701 | Aug 4, 2025 | 983 |
| -26.64% | Jul 8, 2011 | 61 | Oct 4, 2011 | 187 | Jul 2, 2012 | 248 |
| -18.94% | Nov 11, 2014 | 298 | Jan 20, 2016 | 117 | Jul 7, 2016 | 415 |
| -18.45% | May 8, 2013 | 42 | Jul 9, 2013 | 246 | Jun 30, 2014 | 288 |
| -15.09% | Feb 7, 2005 | 76 | May 26, 2005 | 257 | Jun 5, 2006 | 333 |
| -13.46% | Jun 5, 2018 | 138 | Dec 20, 2018 | 59 | Mar 19, 2019 | 197 |
| -8.48% | Oct 8, 2012 | 26 | Nov 15, 2012 | 33 | Jan 4, 2013 | 59 |
| -7.62% | Feb 27, 2026 | 20 | Mar 27, 2026 | Ongoing | Ongoing | Ongoing |
| -7.51% | Sep 19, 2014 | 6 | Sep 29, 2014 | 26 | Nov 4, 2014 | 32 |
| -7.35% | Aug 2, 2019 | 9 | Aug 15, 2019 | 47 | Oct 22, 2019 | 56 |
| -5.91% | Oct 5, 2017 | 39 | Nov 30, 2017 | 83 | Apr 3, 2018 | 122 |
| -5.86% | Nov 12, 2004 | 23 | Dec 16, 2004 | 15 | Jan 7, 2005 | 38 |
| -5.54% | Sep 8, 2016 | 47 | Nov 14, 2016 | 28 | Dec 23, 2016 | 75 |
| -5.15% | May 7, 2021 | 3 | May 12, 2021 | 9 | May 25, 2021 | 12 |
| -4.73% | Jul 14, 2021 | 3 | Jul 19, 2021 | 12 | Aug 4, 2021 | 15 |
| -4.66% | Nov 13, 2003 | 24 | Dec 18, 2003 | 28 | Jan 30, 2004 | 52 |
| -4.39% | Aug 4, 2017 | 10 | Aug 18, 2017 | 31 | Oct 3, 2017 | 41 |
| -4.37% | Feb 20, 2007 | 22 | Mar 22, 2007 | 10 | Apr 5, 2007 | 32 |
| -4.26% | Jul 28, 2006 | 16 | Aug 21, 2006 | 21 | Sep 20, 2006 | 37 |
| -3.57% | Jul 22, 2014 | 7 | Jul 31, 2014 | 13 | Aug 19, 2014 | 20 |
| -3.57% | Jun 10, 2021 | 3 | Jun 15, 2021 | 14 | Jul 6, 2021 | 17 |
| -3.35% | Oct 6, 2025 | 31 | Nov 18, 2025 | 10 | Dec 3, 2025 | 41 |
| -3.23% | Mar 1, 2017 | 6 | Mar 9, 2017 | 5 | Mar 16, 2017 | 11 |