BAMU vs PCM

Comparison between Brookstone Ultra-Short Bond ETF (BAMU, ETF) and PCM Fund Inc (PCM, ETF).

BAMU vs PCM - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	BAMU(ETF)	PCM(ETF)
Net Assets	$71M	$71M
Expense Ratio	1.05%	N/A
Max Drawdown	1.41%	73.17%
Sharpe Ratio	-1.18	-0.09
5Y Beta	0.00	0.14
5Y Dividends CAGR	N/A	-1.05%

Net Assets

Winner

BAMU

$71M

PCM

$71M

Expense Ratio

BAMU

1.05%

PCM

N/A

Max Drawdown

Winner

BAMU

1.41%

PCM

73.17%

Sharpe Ratio

BAMU

-1.18

Winner

PCM

-0.09

5Y Beta

Winner

BAMU

0.00

PCM

0.14

5Y Dividends CAGR

BAMU

N/A

PCM

-1.05%

BAMU vs PCM - Historical Returns

Returns include dividend reinvestment.

Period	BAMU	PCM
1 month	+0.24%	-3.35%
3 months	+0.66%	-3.62%
6 months	+1.29%	-2.96%
1 year	+2.97%	+1.73%
5 years(CAGR)	N/A	-3.75%
10 years(CAGR)	N/A	+5.21%
Max(CAGR)	+3.60%	+7.15%

Winner

BAMU

+0.24%

PCM

-3.35%

Winner

BAMU

+0.66%

PCM

-3.62%

Winner

BAMU

+1.29%

PCM

-2.96%

Winner

BAMU

+2.97%

PCM

+1.73%

5Y(CAGR)

BAMU

N/A

PCM

-3.75%

10Y(CAGR)

BAMU

N/A

PCM

+5.21%

Max(CAGR)

BAMU

+3.60%

Winner

PCM

+7.15%

BAMU vs PCM - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	BAMU	PCM
2026	+1.02%	-2.86%
2025	+3.15%	-10.89%
2024	+4.08%	+10.50%
2023	+1.20%	+6.61%
2022	N/A	-19.89%
2021	N/A	+7.51%
2020	N/A	+3.70%
2019	N/A	+21.45%
2018	N/A	-5.50%
2017	N/A	+26.73%
2016	N/A	+25.57%
2015	N/A	-5.76%
2014	N/A	+0.98%
2013	N/A	+5.42%
2012	N/A	+22.62%
2011	N/A	+11.74%
2010	N/A	+51.88%
2009	N/A	+45.17%
2008	N/A	-32.91%
2007	N/A	-22.78%
2006	N/A	+11.03%
2005	N/A	+15.55%
2004	N/A	-0.64%
2003	N/A	+9.91%
2002	N/A	+11.96%
2001	N/A	+23.65%
2000	N/A	+9.82%
1999	N/A	-4.00%

BAMU vs PCM Drawdown Comparison

The maximum drawdown for BAMU was -0.36%, occurring on Dec 13, 2023. Recovery took 13 trading sessions.

The maximum drawdown for PCM was -64.85%, occurring on Mar 9, 2009. Recovery took 803 trading sessions.

The current PCM drawdown is -21.80%.

Rank	BAMU	PCM
#1	-0.36% Dec 12, 2023 - Jan 2, 2024	-64.85% Feb 5, 2007 - Apr 14, 2010
#2	-0.34% Mar 14, 2025 - Mar 20, 2025	-47.67% Feb 21, 2020 - Jan 12, 2021
#3	-0.23% Aug 5, 2024 - Aug 19, 2024	-29.61% Aug 8, 2023 - Oct 27, 2023
#4	-0.16% May 9, 2024 - May 16, 2024	-28.19% Aug 12, 2021 - Aug 7, 2023
#5	-0.12% Dec 5, 2023 - Dec 12, 2023	-18.35% Apr 1, 2004 - Nov 3, 2004
#6	-0.12% Jan 29, 2025 - Feb 10, 2025	-17.91% Jul 1, 2014 - Jul 18, 2016
#7	-0.12% Jul 15, 2024 - Jul 18, 2024	-16.04% May 10, 2013 - Jun 10, 2014
#8	-0.12% Nov 3, 2025 - Nov 12, 2025	-14.96% Sep 16, 2002 - Jan 3, 2003
#9	-0.12% Nov 5, 2024 - Nov 8, 2024	-14.39% Aug 16, 2018 - Feb 28, 2019
#10	-0.12% May 16, 2024 - May 24, 2024	-13.54% Jul 5, 2011 - Nov 11, 2011
#11	-0.12% Aug 27, 2024 - Aug 30, 2024	-12.72% Nov 10, 2017 - May 2, 2018
#12	-0.11% May 20, 2025 - May 28, 2025	-9.36% Nov 9, 2010 - Nov 26, 2010
#13	-0.10% Mar 6, 2026 - Mar 30, 2026	-9.28% Jun 13, 2003 - Dec 3, 2003
#14	-0.10% Feb 19, 2026 - Feb 27, 2026	-8.92% Nov 12, 1999 - Jul 13, 2000
#15	-0.10% Dec 18, 2024 - Dec 20, 2024	-8.86% Oct 5, 2012 - Jan 3, 2013

Correlation

Correlation between BAMU and PCM is -0.41 which considered as a weak negative correlation - the stocks show a slight tendency to move in opposite directions.

-0.41

-101

Dividend Comparison (2000 - 2026)

BAMU vs PCM dividend yield comparison.

Year	BAMU	PCM
2026	0.88%	5.69%
2025	3.20%	12.55%
2024	3.97%	12.47%
2023	0.84%	12.06%
2022	0.00%	12.20%
2021	0.00%	8.96%
2020	0.00%	8.95%
2019	0.00%	8.38%
2018	0.00%	9.46%
2017	0.00%	8.47%
2016	0.00%	14.60%
2015	0.00%	10.39%
2014	0.00%	9.85%
2013	0.00%	9.40%
2012	0.00%	9.28%
2011	0.00%	9.84%
2010	0.00%	11.62%
2009	0.00%	12.92%
2008	0.00%	18.76%
2007	0.00%	8.66%
2006	0.00%	7.82%
2005	0.00%	8.02%
2004	0.00%	8.55%
2003	0.00%	7.75%
2002	0.00%	9.83%
2001	0.00%	9.53%
2000	0.00%	5.25%