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PGP vs TBF

Comparison between Pimco Global StocksPLUS & Income Fund (PGP, ETF) and PROSHARES SHORT 20+ YEAR TREASURY (TBF, ETF).

5-Year PerformanceTBF has outperformed PGP, delivering a return of +12.8% compared to +5.7%

PGP vs TBF - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
Winner
PGP
$105M
TBF
$105M
Expense Ratio
PGP
N/A
TBF
0.95%
Max Drawdown
PGP
81.29%
Winner
TBF
71.19%
Sharpe Ratio
Winner
PGP
0.69
TBF
0.35
5Y Beta
PGP
0.43
Winner
TBF
-0.06
5Y Dividends CAGR
PGP
0.00%
TBF
N/A

PGP vs TBF - Historical Returns

Returns include dividend reinvestment.

1M
Winner
PGP
+2.19%
TBF
+2.00%
3M
Winner
PGP
+3.25%
TBF
+2.85%
6M
PGP
-2.75%
Winner
TBF
+9.43%
1Y
Winner
PGP
+13.65%
TBF
+6.19%
5Y(CAGR)
PGP
+5.66%
Winner
TBF
+12.80%
10Y(CAGR)
PGP
+1.53%
Winner
TBF
+3.79%
Max(CAGR)
Winner
PGP
+7.14%
TBF
-2.83%

PGP vs TBF - Annual Returns (2005 - 2026)

Returns include dividend reinvestment.

YearPGPTBF
2026+0.43%+6.75%
2025+29.88%+1.51%
2024+15.62%+15.60%
2023+18.79%+4.35%
2022-29.54%+38.48%
2021+16.43%+1.46%
2020-8.61%-18.48%
2019+12.08%-10.57%
2018-17.35%+2.13%
2017+17.01%-8.15%
2016-12.00%-2.77%
2015+3.96%-0.72%
2014-7.91%-23.32%
2013+39.05%+10.55%
2012+5.41%-7.14%
2011-6.01%-29.64%
2010+33.54%-12.48%
2009+113.57%+2.77%
2008-38.33%N/A
2007-11.87%N/A
2006+32.65%N/A
2005-3.17%N/A

PGP vs TBF Drawdown Comparison

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

The maximum drawdown for TBF was -70.40%, occurring on Aug 4, 2020. This drawdown has not yet recovered.

The current PGP drawdown is -2.85%. The current TBF drawdown is -40.92%.

RankPGPTBF
#1-64.84%
Jun 4, 2007 - Sep 3, 2009
-70.40%
Jan 11, 2010 - Aug 4, 2020
#2-64.50%
May 26, 2017 - Sep 12, 2025
-6.94%
Aug 21, 2009 - Dec 22, 2009
#3-42.32%
Jul 28, 2014 - May 24, 2017
-1.59%
Dec 28, 2009 - Jan 11, 2010
#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 TBF is -0.44 which considered as a weak negative correlation - the stocks show a slight tendency to move in opposite directions.

-0.44
-101

Dividend Comparison (2005 - 2026)

PGP vs TBF dividend yield comparison.

YearPGPTBF
20266.34%0.96%
20259.07%3.39%
202410.64%4.06%
202311.04%4.99%
202211.95%0.36%
20217.65%0.00%
20209.49%0.22%
201910.13%1.68%
201812.53%0.88%
201711.45%0.00%
201614.86%0.00%
201512.15%0.00%
201411.33%0.00%
20139.52%0.00%
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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