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PGP vs BRZU

Comparison between Pimco Global StocksPLUS & Income Fund (PGP, ETF) and DIREXION DAILY MSCI BRAZIL BULL 2X SHARES (BRZU, ETF).

5-Year PerformancePGP has outperformed BRZU, delivering a return of +5.7% compared to +3.2%

PGP vs BRZU - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
Winner
PGP
$105M
BRZU
$105M
Max Drawdown
Winner
PGP
81.29%
BRZU
99.72%
Sharpe Ratio
PGP
0.69
Winner
BRZU
1.06
5Y Beta
Winner
PGP
0.43
BRZU
1.40
5Y Dividends CAGR
PGP
0.00%
Winner
BRZU
15.05%

PGP vs BRZU - Historical Returns

Returns include dividend reinvestment.

1M
Winner
PGP
+2.19%
BRZU
-4.37%
3M
Winner
PGP
+3.25%
BRZU
-10.90%
6M
Winner
PGP
-2.75%
BRZU
-24.25%
1Y
PGP
+13.65%
Winner
BRZU
+55.73%
5Y(CAGR)
Winner
PGP
+5.66%
BRZU
+3.17%
10Y(CAGR)
Winner
PGP
+1.53%
BRZU
-20.82%
Max(CAGR)
Winner
PGP
+7.14%
BRZU
-30.23%

PGP vs BRZU - Annual Returns (2005 - 2026)

Returns include dividend reinvestment.

YearPGPBRZU
2026+0.43%+11.52%
2025+29.88%+93.69%
2024+15.62%-55.54%
2023+18.79%+82.68%
2022-29.54%+13.75%
2021+16.43%-37.65%
2020-8.61%-91.84%
2019+12.08%+31.75%
2018-17.35%-42.68%
2017+17.01%+19.14%
2016-12.00%+195.71%
2015+3.96%-85.43%
2014-7.91%-52.22%
2013+39.05%-51.94%
2012+5.41%N/A
2011-6.01%N/A
2010+33.54%N/A
2009+113.57%N/A
2008-38.33%N/A
2007-11.87%N/A
2006+32.65%N/A
2005-3.17%N/A

PGP vs BRZU Drawdown Comparison

The maximum drawdown for PGP was -64.84%, occurring on Nov 21, 2008. Recovery took 569 trading sessions.

The maximum drawdown for BRZU was -99.71%, occurring on Mar 23, 2020. This drawdown has not yet recovered.

The current PGP drawdown is -2.85%. The current BRZU drawdown is -99.19%.

RankPGPBRZU
#1-64.84%
Jun 4, 2007 - Sep 3, 2009
-99.71%
Apr 10, 2013 - Mar 23, 2020
#2-64.50%
May 26, 2017 - Sep 12, 2025
N/A
#3-42.32%
Jul 28, 2014 - May 24, 2017
N/A
#4-34.07%
May 12, 2011 - Mar 4, 2013
N/A
#5-19.88%
Apr 14, 2010 - Jul 28, 2010
N/A
#6-18.53%
May 22, 2013 - Oct 11, 2013
N/A
#7-13.18%
Aug 9, 2010 - Sep 21, 2010
N/A
#8-13.04%
Feb 27, 2026 - Mar 27, 2026
N/A
#9-11.14%
Oct 12, 2010 - Feb 14, 2011
N/A
#10-10.40%
Sep 9, 2009 - Nov 4, 2009
N/A
#11-10.09%
Sep 7, 2005 - Jan 6, 2006
N/A
#12-7.95%
Dec 29, 2009 - Mar 31, 2010
N/A
#13-7.50%
Mar 9, 2011 - Mar 25, 2011
N/A
#14-6.89%
Nov 11, 2009 - Dec 2, 2009
N/A
#15-6.14%
May 10, 2006 - Aug 2, 2006
N/A

Correlation

Correlation between PGP and BRZU is 0.08 which considered as a very weak or no correlation - the stocks move independently of each other.

0.08
-101

Dividend Comparison (2005 - 2026)

PGP vs BRZU dividend yield comparison.

YearPGPBRZU
20266.34%0.75%
20259.07%2.39%
202410.64%8.73%
202311.04%3.24%
202211.95%4.70%
20217.65%6.29%
20209.49%0.78%
201910.13%0.95%
201812.53%1.04%
201711.45%0.74%
201614.86%0.00%
201512.15%0.00%
201411.33%0.00%
20139.52%0.20%
201212.34%0.00%
201111.74%0.00%
201010.19%0.00%
200912.21%0.00%
200851.03%0.00%
200713.67%0.00%
20068.62%0.00%
20056.88%0.00%

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