# PIMCO High Income Fund (PHK) vs State Street SPDR S&P 500 ETF Trust (SPY) · total-return overlay

LOPJLB holding-return compare (5Y). Dividends and splits. Each path starts at 0% from the first adjusted close in the window.

PIMCO High Income Fund (PHK) vs State Street SPDR S&P 500 ETF Trust (SPY) total return over 5Y: PHK +17.82%, SPY +91.36%. Regime PHK RECOVERY · SPY BULL. As of Oct 9, 2026. Research only.

- Interactive: https://www.lopjlb.com/vs/PHK/SPY
- API: `GET /bff/api/bigfive/compare-series?symbols=PHK%2CSPY&range=5y`

## Window

| Symbol | Window % | Worst drawdown | YTD |
|---|---:|---:|---:|
| PHK | +17.82% | -21.35% | -6.42% |
| SPY | +91.36% | -24.49% | +14.86% |

## Periods (calendar lookback)

| Symbol | 1Y | 2Y | 3Y | 5Y |
|---|---:|---:|---:|---:|
| PHK | -5.52% | +2.69% | +38.19% | +17.82% |
| SPY | +17.26% | +38.01% | +86.77% | +91.36% |

## Annual

| Year | PHK | SPY |
|---|---:|---:|
| YTD | -6.42% | +14.86% |
| 2025 | +11.83% | +18.01% |
| 2024 | +9.37% | +25.59% |
| 2023 | +17.06% | +26.73% |
| 2022 | -15.65% | -18.64% |
| 2021 | -0.55% | +9.53% |

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Research context only. Not personalized investment advice.