GTR vs PCM

Comparison between WISDOMTREE TARGET RANGE FUND (GTR, ETF) and PCM Fund Inc (PCM, ETF).

5-Year PerformanceGTR has outperformed PCM, delivering a return of +5.0% compared to -3.7%

GTR vs PCM - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	GTR(ETF)	PCM(ETF)
Net Assets	$70M	$70M
Expense Ratio	0.70%	N/A
Max Drawdown	22.66%	73.17%
Sharpe Ratio	1.39	-0.21
5Y Beta	0.62	0.14
5Y Dividends CAGR	N/A	-2.76%

Net Assets

GTR

$70M

Winner

PCM

$70M

Expense Ratio

GTR

0.70%

PCM

N/A

Max Drawdown

Winner

GTR

22.66%

PCM

73.17%

Sharpe Ratio

Winner

GTR

1.39

PCM

-0.21

5Y Beta

GTR

0.62

Winner

PCM

0.14

5Y Dividends CAGR

GTR

N/A

PCM

-2.76%

GTR vs PCM - Historical Returns

Returns include dividend reinvestment.

Period	GTR	PCM
1 month	+2.32%	+0.08%
3 months	+7.97%	+1.60%
6 months	+8.63%	-3.10%
1 year	+19.09%	+0.63%
5 years(CAGR)	+4.98%	-3.69%
10 years(CAGR)	N/A	+4.99%
Max(CAGR)	+4.98%	+7.14%

Winner

GTR

+2.32%

PCM

+0.08%

Winner

GTR

+7.97%

PCM

+1.60%

Winner

GTR

+8.63%

PCM

-3.10%

Winner

GTR

+19.09%

PCM

+0.63%

5Y(CAGR)

Winner

GTR

+4.98%

PCM

-3.69%

10Y(CAGR)

GTR

N/A

PCM

+4.99%

Max(CAGR)

GTR

+4.98%

Winner

PCM

+7.14%

GTR vs PCM - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	GTR	PCM
2026	+7.92%	-2.79%
2025	+13.28%	-10.89%
2024	+8.92%	+10.50%
2023	+12.31%	+6.61%
2022	-19.56%	-19.89%
2021	+3.77%	+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%

GTR vs PCM Drawdown Comparison

The maximum drawdown for GTR was -21.44%, occurring on Mar 15, 2023. Recovery took 753 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 -21.74%.

Rank	GTR	PCM
#1	-21.44% Nov 8, 2021 - Nov 6, 2024	-64.85% Feb 5, 2007 - Apr 14, 2010
#2	-12.88% Dec 6, 2024 - Jul 3, 2025	-47.67% Feb 21, 2020 - Jan 12, 2021
#3	-5.97% Feb 25, 2026 - Apr 14, 2026	-29.61% Aug 8, 2023 - Oct 27, 2023
#4	-5.12% Oct 27, 2025 - Dec 10, 2025	-28.19% Aug 12, 2021 - Aug 7, 2023
#5	-2.91% Nov 11, 2024 - Nov 29, 2024	-18.35% Apr 1, 2004 - Nov 3, 2004
#6	-2.60% Dec 11, 2025 - Dec 24, 2025	-17.91% Jul 1, 2014 - Jul 18, 2016
#7	-2.48% Jul 23, 2025 - Aug 12, 2025	-16.04% May 10, 2013 - Jun 10, 2014
#8	-2.44% Oct 6, 2025 - Oct 20, 2025	-14.96% Sep 16, 2002 - Jan 3, 2003
#9	-2.35% Jun 2, 2026 - Jun 15, 2026	-14.39% Aug 16, 2018 - Feb 28, 2019
#10	-1.67% Jan 12, 2026 - Jan 27, 2026	-13.54% Jul 5, 2011 - Nov 11, 2011
#11	-1.65% Jan 27, 2026 - Feb 9, 2026	-12.72% Nov 10, 2017 - May 2, 2018
#12	-1.48% May 14, 2026 - May 26, 2026	-9.36% Nov 9, 2010 - Nov 26, 2010
#13	-1.05% Dec 24, 2025 - Jan 5, 2026	-9.28% Jun 13, 2003 - Dec 3, 2003
#14	-1.02% Aug 22, 2025 - Sep 5, 2025	-8.92% Nov 12, 1999 - Jul 13, 2000
#15	-0.94% Sep 22, 2025 - Oct 1, 2025	-8.86% Oct 5, 2012 - Jan 3, 2013

Correlation

Correlation between GTR and PCM is -0.19 which considered as a very weak or no correlation - the stocks move independently of each other.

-0.19

-101

Dividend Comparison (2000 - 2026)

GTR vs PCM dividend yield comparison.

Year	GTR	PCM
2026	0.46%	6.90%
2025	5.74%	12.55%
2024	5.30%	12.47%
2023	2.85%	12.06%
2022	0.46%	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%