Performance analysis of PGP (Pimco Global StocksPLUS & Income Fund)
Annual Return
Over the past 3 years, PGP has had an average annual return of +17.77%, underperforming the benchmark SPY, which returned +22.45% annual.
Over the past 5 years, PGP has had an average annual return of +5.47%, underperforming the benchmark SPY, which returned +13.88% annual.
Over the past 10 years, PGP has had an average annual return of +1.89%, underperforming the benchmark SPY, which returned +15.44% annual.
Since May 26, 2005, PGP has had an average annual return of +7.07%, underperforming the benchmark SPY, which returned +11.16% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| -1.31% | +29.88% | +15.47% | +21.36% | -29.15% | +16.43% | -7.00% | +12.75% | -15.74% | +21% | -13.22% | +4.76% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | ||
| -7.83% | +43.03% | +5.70% | -3.96% | +33.83% | +124.27% | -37.89% | -11.94% | +37.39% | -3.17% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +2.41% | +1.93% | -10.57% | +11.19% | -2.74% | -2.25% | -1.31% | ||||||
| 2025 | +4% | +1.12% | +1.63% | -1.52% | +2.15% | +4.52% | +1.56% | +2.63% | +1.39% | +1.75% | +1.99% | +5.37% | +29.88% |
| 2024 | +1.74% | +0.80% | +2.25% | -2.77% | +2.97% | +1.31% | +3.31% | +4.97% | +5.26% | -3.98% | +2.62% | -3.48% | +15.47% |
| 2023 | +19.42% | -8.49% | +0.57% | +1.03% | -1.65% | +0.53% | +4.31% | -3.66% | -5.84% | -4.14% | +11.53% | +9.29% | +21.36% |
| 2022 | -5.96% | -5.48% | +1.10% | -10.68% | +0.63% | -5.65% | +6.67% | -5.35% | -17.00% | +3.12% | +13.45% | -5.16% | -29.15% |
| 2021 | +0.69% | +4.27% | +2.99% | +4.97% | +0.37% | +0.91% | +1.08% | +0.98% | -2.70% | +5.29% | -5.61% | +2.64% | +16.43% |
| 2020 | +2.19% | -16.11% | -20.43% | +3.77% | +10.12% | -7.25% | +3.69% | +1.19% | -1.67% | -4.56% | +23.94% | +5.41% | -7.00% |
| 2019 | +19.15% | +7.64% | +2.41% | -15.55% | -3.90% | +5.16% | +1.47% | -7.72% | +1.08% | +1.26% | +1.85% | +3.04% | +12.75% |
| 2018 | -10.88% | +2.08% | -1.41% | +1.27% | +1.48% | +11.36% | +3.95% | -7.39% | +2.41% | -7.64% | -0.69% | -9.22% | -15.74% |
| 2017 | +26% | -0.37% | +1.04% | +8.19% | +5.19% | -4.84% | -3.66% | -4.43% | +1.26% | -1.65% | -0.29% | -3.66% | +21% |
Drawdown analysis of PGP (Pimco Global StocksPLUS & Income Fund)
The maximum drawdown for the PGP was -64.84%, occurring on Nov 21, 2008. Recovery took 196 trading sessions.
The current PGP drawdown is -5.47%.
Since May 26, 2005 PGP has experienced the following drawdowns:
- 50% or more: 2 times
- 40% or more: 3 times
- 30% or more: 4 times
- 20% or more: 4 times
- 10% or more: 11 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -64.84% | Jun 4, 2007 | 373 | Nov 21, 2008 | 196 | Sep 3, 2009 | 569 |
| -64.50% | May 26, 2017 | 706 | Mar 18, 2020 | 1379 | Sep 12, 2025 | 2085 |
| -42.32% | Jul 28, 2014 | 285 | Sep 14, 2015 | 427 | May 24, 2017 | 712 |
| -34.07% | May 12, 2011 | 100 | Oct 4, 2011 | 353 | Mar 4, 2013 | 453 |
| -19.88% | Apr 14, 2010 | 29 | May 25, 2010 | 44 | Jul 28, 2010 | 73 |
| -18.53% | May 22, 2013 | 22 | Jun 24, 2013 | 77 | Oct 11, 2013 | 99 |
| -13.18% | Aug 9, 2010 | 16 | Aug 31, 2010 | 14 | Sep 21, 2010 | 30 |
| -13.04% | Feb 27, 2026 | 20 | Mar 27, 2026 | Ongoing | Ongoing | Ongoing |
| -11.14% | Oct 12, 2010 | 25 | Nov 16, 2010 | 61 | Feb 14, 2011 | 86 |
| -10.39% | Sep 9, 2009 | 17 | Oct 2, 2009 | 23 | Nov 4, 2009 | 40 |
| -10.09% | Sep 7, 2005 | 74 | Dec 21, 2005 | 10 | Jan 6, 2006 | 84 |
| -7.95% | Dec 29, 2009 | 41 | Mar 1, 2010 | 22 | Mar 31, 2010 | 63 |
| -7.50% | Mar 9, 2011 | 6 | Mar 17, 2011 | 6 | Mar 25, 2011 | 12 |
| -6.90% | Nov 11, 2009 | 6 | Nov 19, 2009 | 8 | Dec 2, 2009 | 14 |
| -6.14% | May 10, 2006 | 34 | Jun 28, 2006 | 24 | Aug 2, 2006 | 58 |
| -5.94% | Nov 6, 2013 | 27 | Dec 16, 2013 | 40 | Feb 13, 2014 | 67 |
| -5.74% | Jul 8, 2014 | 3 | Jul 11, 2014 | 10 | Jul 25, 2014 | 13 |
| -5.41% | Dec 7, 2009 | 3 | Dec 10, 2009 | 7 | Dec 21, 2009 | 10 |
| -5.35% | Dec 29, 2006 | 42 | Mar 5, 2007 | 21 | Apr 3, 2007 | 63 |
| -4.58% | Nov 12, 2025 | 7 | Nov 21, 2025 | 5 | Dec 1, 2025 | 12 |
| -4.19% | Apr 4, 2011 | 6 | Apr 12, 2011 | 9 | Apr 26, 2011 | 15 |
| -4.18% | Mar 5, 2014 | 12 | Mar 21, 2014 | 7 | Apr 1, 2014 | 19 |
| -4.14% | Jan 8, 2026 | 7 | Jan 20, 2026 | 5 | Jan 27, 2026 | 12 |
| -3.61% | Oct 8, 2025 | 8 | Oct 20, 2025 | 9 | Oct 31, 2025 | 17 |
| -3.60% | Apr 7, 2006 | 5 | Apr 17, 2006 | 11 | May 2, 2006 | 16 |