JGH vs PFL

Comparison between Nuveen Global High Income Fund (JGH, ETF) and Pimco Income Strategy Fund (PFL, ETF).

5-Year PerformanceJGH has outperformed PFL, delivering a return of +5.8% compared to +0.8%

JGH vs PFL - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	JGH(ETF)	PFL(ETF)
Net Assets	$385M	$386M
Max Drawdown	48.94%	82.23%
Sharpe Ratio	0.72	-0.04
5Y Beta	0.39	0.31
5Y Dividends CAGR	4.00%	1.34%

Net Assets

JGH

$385M

Winner

PFL

$386M

Max Drawdown

Winner

JGH

48.94%

PFL

82.23%

Sharpe Ratio

Winner

JGH

0.72

PFL

-0.04

5Y Beta

JGH

0.39

Winner

PFL

0.31

5Y Dividends CAGR

Winner

JGH

4.00%

PFL

1.34%

JGH vs PFL - Historical Returns

Returns include dividend reinvestment.

Period	JGH	PFL
1 month	+0.98%	-3.88%
3 months	+3.30%	-5.79%
6 months	+7.21%	-4.62%
1 year	+10.55%	+2.76%
5 years(CAGR)	+5.83%	+0.78%
10 years(CAGR)	+8.43%	+7.91%
Max(CAGR)	+6.34%	+6.35%

Winner

JGH

+0.98%

PFL

-3.88%

Winner

JGH

+3.30%

PFL

-5.79%

Winner

JGH

+7.21%

PFL

-4.62%

Winner

JGH

+10.55%

PFL

+2.76%

5Y(CAGR)

Winner

JGH

+5.83%

PFL

+0.78%

10Y(CAGR)

Winner

JGH

+8.43%

PFL

+7.91%

Max(CAGR)

JGH

+6.34%

Winner

PFL

+6.35%

JGH vs PFL - Annual Returns (2003 - 2026)

Returns include dividend reinvestment.

Year	JGH	PFL
2026	+5.31%	-4.98%
2025	+8.39%	+11.82%
2024	+14.75%	+11.12%
2023	+19.80%	+13.96%
2022	-21.09%	-18.24%
2021	+12.72%	+5.12%
2020	+2.12%	+7.28%
2019	+29.57%	+18.44%
2018	-12.08%	+1.32%
2017	+15.61%	+21.16%
2016	+29.46%	+21.05%
2015	-12.95%	-9.22%
2014	-6.20%	+14.79%
2013	N/A	-4.61%
2012	N/A	+35.22%
2011	N/A	-0.77%
2010	N/A	+13.49%
2009	N/A	+73.44%
2008	N/A	-50.21%
2007	N/A	-13.07%
2006	N/A	+18.15%
2005	N/A	-5.19%
2004	N/A	+12.73%
2003	N/A	+0.72%

JGH vs PFL Drawdown Comparison

The maximum drawdown for JGH was -43.75%, occurring on Mar 23, 2020. Recovery took 245 trading sessions.

The maximum drawdown for PFL was -77.93%, occurring on Mar 9, 2009. Recovery took 1006 trading sessions.

The current JGH drawdown is -0.62%. The current PFL drawdown is -6.46%.

Rank	JGH	PFL
#1	-43.75% Feb 20, 2020 - Feb 9, 2021	-77.93% Jun 18, 2007 - Jun 14, 2011
#2	-28.65% Jan 4, 2022 - Feb 1, 2024	-48.37% Feb 19, 2020 - Dec 8, 2020
#3	-26.38% Nov 24, 2014 - Aug 11, 2016	-33.25% Sep 1, 2021 - Aug 4, 2025
#4	-16.30% Jan 11, 2018 - Apr 10, 2019	-26.65% Jul 8, 2011 - Jul 2, 2012
#5	-13.70% Feb 19, 2025 - Jul 1, 2025	-18.95% Nov 11, 2014 - Jul 7, 2016
#6	-8.38% Oct 7, 2025 - May 29, 2026	-18.45% May 8, 2013 - Jun 30, 2014
#7	-6.88% Oct 23, 2017 - Jan 8, 2018	-15.09% Feb 7, 2005 - Jun 5, 2006
#8	-6.45% Oct 26, 2016 - Dec 12, 2016	-13.47% Jun 5, 2018 - Mar 19, 2019
#9	-5.39% Apr 1, 2024 - May 3, 2024	-8.48% Oct 8, 2012 - Jan 4, 2013
#10	-5.27% Aug 29, 2016 - Oct 17, 2016	-7.62% Feb 27, 2026 - Mar 27, 2026
#11	-4.89% Oct 14, 2021 - Jan 4, 2022	-7.51% Sep 19, 2014 - Nov 4, 2014
#12	-4.84% Feb 13, 2017 - Apr 10, 2017	-7.35% Aug 2, 2019 - Oct 22, 2019
#13	-4.83% May 2, 2019 - Jul 10, 2019	-5.91% Oct 5, 2017 - Apr 3, 2018
#14	-4.46% Feb 12, 2021 - Mar 11, 2021	-5.86% Nov 12, 2004 - Jan 7, 2005
#15	-4.05% Dec 4, 2024 - Jan 24, 2025	-5.54% Sep 8, 2016 - Dec 23, 2016

Correlation

Correlation between JGH and PFL is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.

0.97

-101

Dividend Comparison (2003 - 2026)

JGH vs PFL dividend yield comparison.

Year	JGH	PFL
2026	4.06%	5.32%
2025	9.82%	11.59%
2024	9.67%	11.66%
2023	10.18%	11.57%
2022	12.05%	12.04%
2021	8.19%	9.53%
2020	7.13%	9.44%
2019	7.53%	9.11%
2018	9.88%	9.94%
2017	8.51%	9.25%
2016	9.61%	10.22%
2015	11.44%	11.09%
2014	0.00%	10.39%
2013	0.00%	9.55%
2012	0.00%	10.52%
2011	0.00%	10.19%
2010	0.00%	9.87%
2009	0.00%	18.58%
2008	0.00%	19.85%
2007	0.00%	13.13%
2006	0.00%	9.73%
2005	0.00%	7.72%
2004	0.00%	5.36%
2003	0.00%	1.18%