(PHK) PIMCO High Income Fund - Performance 11.4% in 12m
PHK performance: live returns, drawdowns, peer ranking & SPY comparison from 1w to 5y, all in one clean chart-driven dashboard.
Performance Rating
52.68%
#4 in Peer-Group
Rel. Strength
60.31%
#3014 in Stock-Universe
Total Return 12m
11.35%
#11 in Peer-Group
Total Return 5y
55.13%
#3 in Peer-Group
| P/E | Value |
|---|---|
| P/E Trailing | - |
| P/E Forward | - |
| High / Low | USD |
|---|---|
| 52 Week High | 4.77 USD |
| 52 Week Low | 4.25 USD |
| Sentiment | Value |
|---|---|
| VRO Trend Strength +-100 | 42.49 |
| Buy/Sell Signal +-5 | -0.43 |
| Support / Resistance | Levels |
|---|---|
| Support | |
| Resistance |
12m Total Return: PHK (11.4%) 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: PHK vs TLT vs S&P 500
TLT (iShares 20+ Year Treasury ETF) is the Sector Benchmark for PHK
| Total Return (including Dividends) | PHK | TLT | S&P 500 |
|---|---|---|---|
| 1 Month | -0.04% | 1.07% | 0.44% |
| 3 Months | 0.15% | -3.92% | 5.66% |
| 12 Months | 11.35% | -3.89% | 10.61% |
| 5 Years | 55.13% | -38.74% | 105.96% |
| Trend Score (consistency of price movement) | PHK | TLT | S&P 500 |
|---|---|---|---|
| 1 Month | 82.4% | 77.3% | 83% |
| 3 Months | 35.6% | -70.8% | 77.5% |
| 12 Months | 72.4% | -63.7% | 43.1% |
| 5 Years | 57.3% | -88.8% | 84% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. TLT | vs. S&P 500 |
|---|---|---|---|
| 1 Month | #14 | -1.10% | -0.48% |
| 3 Month | #11 | 4.24% | -5.21% |
| 12 Month | #11 | 15.86% | 0.67% |
| 5 Years | #2 | 153.22% | -24.68% |
FAQs
Does PIMCO High Income Fund (PHK) outperform the market?
Yes,
over the last 12 months PHK made 11.35%, while its related Sector, the iShares 20+ Year Treasury (TLT) made -3.89%.
Over the last 3 months PHK made 0.15%, while TLT made -3.92%.
Performance Comparison PHK vs Indeces and Sectors
Above 0 means better perfomance compared to Symbol in this Timeframe
PHK vs. Indices
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | 0.6% | -0.5% | 1.4% | 1% |
| US NASDAQ 100 | QQQ | 0.5% | -1.4% | 0.8% | 1% |
| German DAX 40 | DAX | 1.5% | 2.6% | -12.2% | -16% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 0.6% | 0.3% | 3.7% | -2% |
| Hongkong Hang Seng | HSI | 1.1% | -3.9% | -15.3% | -16% |
| India NIFTY 50 | INDA | 1.4% | 1.8% | 4% | 13% |
| Brasil Bovespa | EWZ | -2% | -1.5% | -21.3% | 1% |
PHK vs. Sectors
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -0.3% | -1.6% | -2.8% | -13% |
| Consumer Discretionary | XLY | 1.1% | 3.1% | 11.4% | -6% |
| Consumer Staples | XLP | 1.5% | 2.2% | 1.7% | 5% |
| Energy | XLE | -2.1% | -4.4% | -3.4% | 11% |
| Financial | XLF | 1.1% | 2.7% | -1.9% | -12% |
| Health Care | XLV | 2.2% | 0.8% | 5.4% | 19% |
| Industrial | XLI | 0.7% | 1.4% | -4.4% | -6% |
| Materials | XLB | 1.2% | 0.3% | 0% | 12% |
| Real Estate | XLRE | 0.5% | 0.6% | -2.3% | -1% |
| Technology | XLK | -0% | -3.1% | -0.3% | 5% |
| Utilities | XLU | 1.2% | 2.4% | -4.8% | -8% |
| Aerospace & Defense | XAR | 0.5% | -4.3% | -17% | -30% |
| Biotech | XBI | 1.6% | -3.7% | 11.9% | 19% |
| Homebuilder | XHB | 3.2% | 6.5% | 14.4% | 20% |
| Retail | XRT | 0.7% | -0.1% | 8% | 9% |
PHK vs. Commodities
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Oil | USO | -10% | -20.1% | -9.31% | 8% |
| Natural Gas | UNG | -12.9% | -15.6% | -13.4% | 16% |
| Gold | GLD | 0.2% | -4.1% | -25.5% | -31% |
| Silver | SLV | -1.1% | -13.1% | -21.5% | -7% |
| Copper | CPER | -0.7% | -4.4% | -14.9% | 3% |
PHK vs. Bonds
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| iShares 20+ Years Bond | TLT | 0.2% | -1.1% | 3.6% | 15% |
| iShares High Yield Corp. Bond | HYG | -0.4% | -0.7% | -0.4% | 2% |