(PFL) Pimco Income Strategy - Performance 13.8% in 12m
PFL performance: live returns, drawdowns, peer ranking & SPY comparison from 1w to 5y, all in one clean chart-driven dashboard.
Performance Rating
41.74%
#9 in Peer-Group
Rel. Strength
63.84%
#2746 in Stock-Universe
Total Return 12m
13.79%
#4 in Peer-Group
Total Return 5y
42.69%
#6 in Peer-Group
| P/E | Value |
|---|---|
| P/E Trailing | - |
| P/E Forward | - |
| High / Low | USD |
|---|---|
| 52 Week High | 8.35 USD |
| 52 Week Low | 7.20 USD |
| Sentiment | Value |
|---|---|
| VRO Trend Strength +-100 | 30.31 |
| Buy/Sell Signal +-5 | -1.82 |
| Support / Resistance | Levels |
|---|---|
| Support | |
| Resistance |
12m Total Return: PFL (13.8%) vs TLT (-3.9%)
5y Drawdown (Underwater) Chart
Top Performer in Multisector Bond
Overall best picks of Peer Group - Selected by proven GARP Predictive Metrics, sorted by Growth Rating
| Symbol | 1m | 12m | 5y | P/E | P/E Forward | PEG | EPS Stability | EPS CAGR |
|---|---|---|---|---|---|---|---|---|
| EVG NYSE Eaton Vance Short Duration |
1.15% | 8.63% | 50.5% | - | - | - | - | - |
| GOF NYSE Guggenheim Strategic |
0.68% | 14% | 69.4% | - | - | - | - | - |
| JLS NYSE Nuveen Mortgage Opportunity |
2.62% | 13% | 39.9% | - | - | - | - | - |
| PHK NYSE PIMCO High Income Fund |
-0.04% | 11.4% | 55.1% | - | - | - | - | - |
| EVV NYSE MKT Eaton Vance Duration IF |
2.05% | 12.1% | 46.8% | - | - | - | - | - |
| PDI NYSE PIMCO Dynamic Income Fund |
-0.11% | 13.9% | 41.6% | - | - | - | - | - |
| TSI NYSE TCW Strategic Income |
0.41% | 12.9% | 24% | - | - | - | - | - |
| PFL NYSE Pimco Income Strategy |
0.37% | 13.8% | 42.7% | - | - | - | - | - |
Performance Comparison: PFL vs TLT vs S&P 500
TLT (iShares 20+ Year Treasury ETF) is the Sector Benchmark for PFL
| Total Return (including Dividends) | PFL | TLT | S&P 500 |
|---|---|---|---|
| 1 Month | 0.37% | 1.07% | 0.44% |
| 3 Months | 0.02% | -3.92% | 5.66% |
| 12 Months | 13.79% | -3.89% | 10.61% |
| 5 Years | 42.69% | -38.74% | 105.96% |
| Trend Score (consistency of price movement) | PFL | TLT | S&P 500 |
|---|---|---|---|
| 1 Month | 75.5% | 77.3% | 83% |
| 3 Months | 17.5% | -70.8% | 77.5% |
| 12 Months | 86.6% | -63.7% | 43.1% |
| 5 Years | 34.2% | -88.8% | 84% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. TLT | vs. S&P 500 |
|---|---|---|---|
| 1 Month | #13 | -0.69% | -0.06% |
| 3 Month | #11 | 4.10% | -5.34% |
| 12 Month | #5 | 18.39% | 2.87% |
| 5 Years | #7 | 132.90% | -30.72% |
FAQs
Does Pimco Income Strategy (PFL) outperform the market?
Yes,
over the last 12 months PFL made 13.79%, while its related Sector, the iShares 20+ Year Treasury (TLT) made -3.89%.
Over the last 3 months PFL made 0.02%, while TLT made -3.92%.
Performance Comparison PFL vs Indeces and Sectors
Above 0 means better perfomance compared to Symbol in this Timeframe
PFL vs. Indices
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | 0.6% | -0.1% | 2.8% | 3% |
| US NASDAQ 100 | QQQ | 0.4% | -1% | 2.2% | 3% |
| German DAX 40 | DAX | 1.4% | 3% | -10.8% | -13% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 0.5% | 0.7% | 5.2% | 0% |
| Hongkong Hang Seng | HSI | 1% | -3.5% | -13.9% | -14% |
| India NIFTY 50 | INDA | 1.4% | 2.2% | 5.4% | 15% |
| Brasil Bovespa | EWZ | -2.1% | -1.1% | -19.9% | 4% |
PFL vs. Sectors
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -0.3% | -1.2% | -1.4% | -10% |
| Consumer Discretionary | XLY | 1.1% | 3.5% | 12.8% | -3% |
| Consumer Staples | XLP | 1.4% | 2.7% | 3.2% | 7% |
| Energy | XLE | -2.2% | -4% | -2% | 13% |
| Financial | XLF | 1.1% | 3.1% | -0.5% | -9% |
| Health Care | XLV | 2.1% | 1.2% | 6.8% | 21% |
| Industrial | XLI | 0.7% | 1.8% | -3% | -3% |
| Materials | XLB | 1.1% | 0.7% | 1.5% | 15% |
| Real Estate | XLRE | 0.4% | 1% | -0.8% | 1% |
| Technology | XLK | -0.1% | -2.6% | 1.1% | 7% |
| Utilities | XLU | 1.1% | 2.8% | -3.3% | -5% |
| Aerospace & Defense | XAR | 0.5% | -3.9% | -15.6% | -27% |
| Biotech | XBI | 1.5% | -3.3% | 13.4% | 22% |
| Homebuilder | XHB | 3.2% | 6.9% | 15.9% | 23% |
| Retail | XRT | 0.7% | 0.3% | 9.4% | 11% |
PFL vs. Commodities
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Oil | USO | -10.1% | -19.7% | -7.88% | 10% |
| Natural Gas | UNG | -13% | -15.2% | -12% | 19% |
| Gold | GLD | 0.1% | -3.7% | -24.1% | -28% |
| Silver | SLV | -1.1% | -12.7% | -20% | -5% |
| Copper | CPER | -0.8% | -4% | -13.5% | 6% |
PFL vs. Bonds
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| iShares 20+ Years Bond | TLT | 0.1% | -0.7% | 5% | 18% |
| iShares High Yield Corp. Bond | HYG | -0.4% | -0.3% | 1.1% | 5% |