Performance analysis of PHK (Pimco High Income Fund)
Annual Return
Over the past 3 years, PHK has had an average annual return of +11.53%, underperforming the benchmark SPY, which returned +22.77% annual.
Over the past 5 years, PHK has had an average annual return of +3.12%, underperforming the benchmark SPY, which returned +14% annual.
Over the past 10 years, PHK has had an average annual return of +3.91%, underperforming the benchmark SPY, which returned +15.53% annual.
Since Apr 25, 2003, PHK has had an average annual return of +7.32%, underperforming the benchmark SPY, which returned +11.68% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| -1.12% | +12.62% | +9.47% | +18.89% | -14.37% | +11.03% | -10.02% | +3.45% | +20.90% | -8.65% | +28.40% | -16.65% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 |
| +8.47% | +25.57% | -2.36% | +5.80% | +31.92% | +133.16% | -46.06% | -9.74% | +22.73% | +8.27% | +13.66% | +6.22% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +3.06% | -0.45% | -4.35% | +2.12% | -1.55% | +0.22% | -1.12% | ||||||
| 2025 | +2.65% | +0.57% | +0.37% | -1.63% | +0.79% | +2.07% | +2.68% | +2.64% | +1.58% | -1.65% | +1% | +0.99% | +12.62% |
| 2024 | -0.24% | +1.38% | +0.77% | -1.27% | +0.79% | +1% | +0.79% | +1.84% | +4.10% | +1.15% | +1.16% | -2.26% | +9.47% |
| 2023 | +10.16% | -1.24% | -4.62% | +0.79% | +0.38% | +6.79% | +2.37% | -2.23% | -9.09% | -1.64% | +9.79% | +7.93% | +18.89% |
| 2022 | -1.53% | -3.55% | +1.37% | -1.44% | +3.38% | -9.94% | +0.35% | +1.88% | -9.57% | +4.30% | +3.51% | -2.89% | -14.37% |
| 2021 | +1.46% | +3.58% | +8.47% | +2.03% | +0.58% | +0.99% | +2.32% | -1.19% | -7.23% | +3% | -5.84% | +3.30% | +11.03% |
| 2020 | +1.88% | -12.21% | -25.10% | +3.42% | +9.05% | +0.12% | -2.48% | +6.77% | +0.69% | -2.81% | +13.13% | +3.18% | -10.02% |
| 2019 | +7.91% | +4.36% | +2.84% | -12.60% | +0.13% | +2.71% | +2.16% | -2.24% | +0.14% | +0.80% | -0.38% | -1.04% | +3.45% |
| 2018 | +2.93% | -0.78% | +2.68% | +4.64% | +4.87% | +3.45% | +4.81% | +3.83% | -5.09% | -3.19% | +2.98% | -1.37% | +20.90% |
| 2017 | +8.91% | -8.60% | -1.89% | +0.82% | +3.13% | -0.57% | +0.47% | -1.73% | -0.94% | -4.10% | -4.70% | +1.22% | -8.65% |
Drawdown analysis of PHK (Pimco High Income Fund)
The maximum drawdown for the PHK was -75.29%, occurring on Nov 21, 2008. Recovery took 229 trading sessions.
The current PHK drawdown is -4.60%.
Since Apr 25, 2003 PHK has experienced the following drawdowns:
- 50% or more: 2 times
- 40% or more: 3 times
- 30% or more: 3 times
- 20% or more: 5 times
- 10% or more: 13 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -75.29% | Jun 5, 2007 | 372 | Nov 21, 2008 | 229 | Oct 21, 2009 | 601 |
| -51.25% | Mar 21, 2019 | 253 | Mar 23, 2020 | 1139 | Oct 1, 2024 | 1392 |
| -41.07% | Apr 6, 2015 | 112 | Sep 14, 2015 | 345 | Jan 26, 2017 | 457 |
| -27.24% | Oct 5, 2012 | 27 | Nov 15, 2012 | 295 | Jan 21, 2014 | 322 |
| -22.67% | Jun 3, 2011 | 85 | Oct 4, 2011 | 171 | Jun 8, 2012 | 256 |
| -18.66% | Feb 1, 2017 | 199 | Nov 14, 2017 | 151 | Jun 22, 2018 | 350 |
| -17.25% | Dec 28, 2009 | 4 | Jan 4, 2010 | 58 | Mar 29, 2010 | 62 |
| -16.42% | Apr 12, 2010 | 28 | May 20, 2010 | 41 | Jul 20, 2010 | 69 |
| -16.42% | Jul 9, 2014 | 57 | Sep 29, 2014 | 108 | Mar 5, 2015 | 165 |
| -13.48% | Jan 13, 2004 | 81 | May 10, 2004 | 74 | Aug 25, 2004 | 155 |
| -12.90% | Sep 13, 2018 | 70 | Dec 24, 2018 | 27 | Feb 4, 2019 | 97 |
| -10.64% | Nov 8, 2010 | 25 | Dec 14, 2010 | 34 | Feb 2, 2011 | 59 |
| -10.34% | May 19, 2003 | 63 | Aug 18, 2003 | 54 | Nov 3, 2003 | 117 |
| -9.65% | Aug 9, 2010 | 13 | Aug 26, 2010 | 44 | Oct 28, 2010 | 57 |
| -9.59% | Mar 26, 2025 | 8 | Apr 7, 2025 | 44 | Jun 10, 2025 | 52 |
| -9.20% | Feb 18, 2026 | 28 | Mar 30, 2026 | Ongoing | Ongoing | Ongoing |
| -8.92% | Feb 9, 2005 | 29 | Mar 23, 2005 | 49 | Jun 2, 2005 | 78 |
| -5.91% | Feb 28, 2007 | 3 | Mar 5, 2007 | 22 | Apr 4, 2007 | 25 |
| -5.26% | Sep 12, 2005 | 24 | Oct 14, 2005 | 54 | Jan 3, 2006 | 78 |
| -4.05% | Sep 28, 2006 | 12 | Oct 16, 2006 | 28 | Nov 24, 2006 | 40 |
| -3.86% | Oct 27, 2009 | 3 | Oct 30, 2009 | 3 | Nov 4, 2009 | 6 |
| -3.81% | Dec 11, 2024 | 6 | Dec 19, 2024 | 64 | Mar 26, 2025 | 70 |
| -3.78% | Mar 5, 2015 | 4 | Mar 11, 2015 | 15 | Apr 1, 2015 | 19 |
| -3.62% | Oct 7, 2024 | 29 | Nov 15, 2024 | 14 | Dec 6, 2024 | 43 |
| -3.47% | Sep 30, 2025 | 14 | Oct 20, 2025 | 35 | Dec 9, 2025 | 49 |