All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)

Total Real Returns

PGP: Total Real Return Chart (Dividends Reinvested, Inflation Adjusted)

PGP real return snapshot: after CPI-U inflation, PGP returned +8.47% over the past year and −5.13% YTD, with dividends reinvested. Since May 26, 2005, PGP is up +140.97% in real purchasing-power return, or +4.25%/yr, and is currently −23.30% below its real total-return high on Jul. 28, 2014.

Data ending Mon Jul. 20, 2026

Growth of $10,000

Thu 2005-05-26💬 to Mon 2026-07-20 Overall
Return
Exponential
Trendline
PGP
×
+140.97%
+4.25%/yr
+3.36%/yr
R2=0.305
PIMCO Global StocksPLUS & Income Fund NYSE Mutual Fund

Growth of $10,000 Summary

Thu 2005-05-26💬 to Mon 2026-07-20 Start
Value
End
Value
PGP
×
$10,000.00
2005-05-26
$24,097.36
2026-07-20

This Year’s Performance

through 2026-07-20

  YTD YoY
PGP
×
−5.13% +8.47%

Drawdowns

  Current
Drawdown
Worst
Drawdown
PGP
×
−23.30%
on 2026-07-20
from 2014-07-28 peak
−67.01%
on 2020-03-18
from 2014-07-28 peak

Rolling Returns

Period ending Mon 2026-07-20 1 yr 2 yr 3 yr 5 yr 10 yr
PGP
×
+8.47% +25.35%
+11.96%/yr
+37.74%
+11.26%/yr
+4.17%
+0.82%/yr
−18.29%
−2.00%/yr

Annual Returns

Year PGP
2026 (YTD) −5.13%
2025 +26.53%
2024 +12.25%
2023 +17.40%
2022 −33.49%
2021 +8.73%
2020 −8.22%
2019 +10.21%
2018 −17.33%
2017 +18.47%
2016 −14.99%
2015 +3.90%
2014 −8.56%
2013 +40.87%
2012 +3.79%
2011 −6.73%
2010 +31.83%
2009 +118.21%
2008 −38.04%
2007 −15.45%
2006 +33.97%
2005 −4.36%