Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| XPGPX (PIMCO Global StockPlus & Income Fund) | 3.67% | 23.04% | 18.54% | 7.21% | 8.45% | 5.20% | 1.24% | … | … |
Data as of 06/08/2026, Common starting date is 10/27/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| XPGPX (PIMCO Global StockPlus & Income Fund) | 10/27/2005 | 06/08/2026 |
| 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 (%) | -1.44 | 23.04 | 18.54 | 7.21 | 8.45 | 5.20 | 1.24 | … | … | 3.67 | 29.20 | 14.46 | 20.64 | -27.28 | 19.32 | 9.31 | 25.11 | -11.49 | 16.89 | -7.17 | -14.63 | -0.19 | 27.22 | 25.50 | -24.58 | 26.89 | 26.59 | -64.31 | -8.63 | 11.08 | 2.73 |
| Sharpe Ratio | NA | 2.16 | 1.46 | 0.37 | 0.52 | NA | NA | … | … | 0.81 | 2.35 | 1.14 | 1.44 | -1.31 | 2.13 | 0.39 | 2.58 | -1.33 | 2.17 | -0.49 | -1.11 | -0.02 | 2.79 | 1.85 | -1.24 | 1.70 | 1.20 | -1.71 | -0.97 | 0.72 | 1.84 |
| Standard Deviation(%) | NA | 10.40 | 11.11 | 13.93 | 13.76 | NA | NA | … | … | 13.09 | 11.25 | 9.55 | 11.88 | 22.05 | 9.08 | 22.87 | 9.17 | 9.75 | 7.53 | 14.92 | 13.19 | 8.69 | 9.74 | 13.91 | 19.84 | 15.78 | 22.12 | 38.09 | 12.13 | 10.71 | 7.55 |
| Draw Down(%) | NA | 9.94 | 13.89 | 36.41 | 39.80 | NA | NA | … | … | 9.94 | 12.71 | 6.26 | 13.89 | 36.17 | 6.24 | 39.80 | 9.41 | 17.91 | 3.23 | 15.26 | 19.61 | 11.31 | 9.43 | 15.15 | 34.12 | 16.33 | 38.07 | 65.11 | 12.38 | 12.53 | 2.78 |
| Yield(%) | 0.00 | 10.40 | 11.27 | 7.86 | 8.12 | 5.78 | 2.59 | … | … | 3.85 | 10.81 | 11.22 | 11.93 | 7.83 | 8.60 | 9.52 | 12.47 | 10.32 | 5.68 | 0.00 | 1.42 | 13.62 | 14.63 | 1.65 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/08/2026, Common starting date is 10/27/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XPGPX (PIMCO Global StockPlus & Income Fund) |
-36.78%
Mar 2006 – Mar 2009 |
-17.35%
May 2007 – May 2012 |
-6.75%
Nov 2006 – Nov 2016 |
-3.89%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XPGPX (PIMCO Global StockPlus & Income Fund) |
24.05%
Mar 2009 – Mar 2012 |
22.03%
Mar 2009 – Mar 2014 |
9.38%
Feb 2016 – Feb 2026 |
8.28%
Mar 2009 – Mar 2024 |
Annualized Rolling Returns Comparison Chart