IXC vs PTY
Comparison between ISHARES GLOBAL ENERGY ETF (IXC, ETF) and PIMCO Corporate & Income Opportunity Fund (PTY, ETF).
5-Year PerformanceIXC has outperformed PTY, delivering a return of +17.3% compared to -0.3%
IXC vs PTY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
IXC vs PTY - Historical Returns
Returns include dividend reinvestment.
IXC vs PTY - Annual Returns (2001 - 2026)
Returns include dividend reinvestment.
| Year | IXC | PTY |
|---|---|---|
| 2026 | +17.26% | -3.87% |
| 2025 | +12.88% | -0.67% |
| 2024 | +1.20% | +18.80% |
| 2023 | +7.37% | +20.09% |
| 2022 | +44.60% | -19.88% |
| 2021 | +40.41% | +0.41% |
| 2020 | -31.49% | +3.32% |
| 2019 | +10.53% | +33.03% |
| 2018 | -16.17% | +2.18% |
| 2017 | +4.28% | +27.10% |
| 2016 | +28.34% | +17.50% |
| 2015 | -22.09% | -9.11% |
| 2014 | -10.58% | +2.07% |
| 2013 | +13.54% | +3.99% |
| 2012 | +0.31% | +28.59% |
| 2011 | -0.76% | +13.77% |
| 2010 | +8.40% | +38.58% |
| 2009 | +18.92% | +52.71% |
| 2008 | -37.05% | -15.60% |
| 2007 | +33.58% | -13.19% |
| 2006 | +16.60% | +12.83% |
| 2005 | +32.98% | +6.86% |
| 2004 | +25.83% | +18.02% |
| 2003 | +26.84% | +28.16% |
| 2002 | -4.39% | +0.00% |
| 2001 | +8.39% | N/A |
IXC vs PTY Drawdown Comparison
The maximum drawdown for IXC was -67.90%, occurring on Mar 18, 2020. Recovery took 1954 trading sessions.
The maximum drawdown for PTY was -60.85%, occurring on Mar 9, 2009. Recovery took 571 trading sessions.
The current IXC drawdown is -13.77%. The current PTY drawdown is -12.82%.
| Rank | IXC | PTY |
|---|---|---|
| #1 | -67.90% Jun 23, 2014 - Mar 25, 2022 | -60.85% May 7, 2007 - Aug 11, 2009 |
| #2 | -55.80% May 21, 2008 - May 2, 2014 | -46.52% Feb 20, 2020 - Feb 5, 2021 |
| #3 | -24.90% Jun 8, 2022 - Nov 15, 2022 | -41.34% Aug 11, 2021 - Sep 8, 2025 |
| #4 | -24.11% Apr 2, 2002 - Dec 9, 2003 | -25.90% Mar 25, 2011 - Mar 1, 2012 |
| #5 | -19.04% Apr 10, 2024 - Sep 24, 2025 | -23.24% Dec 4, 2014 - Aug 9, 2016 |
| #6 | -16.46% Jan 3, 2008 - Apr 16, 2008 | -22.68% Jun 12, 2018 - Apr 1, 2019 |
| #7 | -15.32% May 10, 2006 - Nov 29, 2006 | -21.99% May 8, 2013 - Feb 11, 2014 |
| #8 | -15.18% Jan 26, 2023 - Sep 1, 2023 | -15.43% Oct 9, 2025 - Mar 27, 2026 |
| #9 | -15.05% Sep 29, 2005 - Jan 17, 2006 | -15.02% Jan 21, 2004 - Aug 13, 2004 |
| #10 | -14.64% Jul 19, 2007 - Sep 21, 2007 | -13.24% Feb 7, 2005 - Jun 8, 2005 |
| #11 | -13.77% Mar 27, 2026 - Jun 24, 2026 | -12.51% Sep 9, 2014 - Nov 28, 2014 |
| #12 | -12.63% Mar 4, 2005 - Jun 17, 2005 | -12.20% Nov 9, 2010 - Jan 14, 2011 |
| #13 | -11.11% Dec 14, 2006 - Apr 12, 2007 | -10.79% Jun 13, 2003 - Oct 29, 2003 |
| #14 | -9.98% Sep 14, 2023 - Mar 15, 2024 | -10.79% Sep 19, 2006 - May 2, 2007 |
| #15 | -9.41% Nov 15, 2022 - Jan 26, 2023 | -10.46% Apr 23, 2010 - Jun 14, 2010 |
Correlation
Correlation between IXC and PTY is 0.72 which considered as a strong positive correlation - the stocks tend to move together.
Dividend Comparison (2001 - 2026)
IXC vs PTY dividend yield comparison.
| Year | IXC | PTY |
|---|---|---|
| 2026 | 1.46% | 6.09% |
| 2025 | 3.68% | 11.05% |
| 2024 | 4.56% | 9.92% |
| 2023 | 3.45% | 10.77% |
| 2022 | 4.76% | 13.12% |
| 2021 | 3.98% | 9.16% |
| 2020 | 4.86% | 8.74% |
| 2019 | 7.00% | 8.37% |
| 2018 | 3.51% | 10.63% |
| 2017 | 3.05% | 9.48% |
| 2016 | 2.86% | 12.09% |
| 2015 | 3.77% | 11.92% |
| 2014 | 3.02% | 13.90% |
| 2013 | 2.48% | 19.70% |
| 2012 | 2.55% | 12.98% |
| 2011 | 2.30% | 11.92% |
| 2010 | 1.84% | 12.20% |
| 2009 | 2.10% | 13.61% |
| 2008 | 2.69% | 13.19% |
| 2007 | 1.96% | 10.26% |
| 2006 | 1.62% | 11.10% |
| 2005 | 1.18% | 10.12% |
| 2004 | 1.74% | 12.94% |
| 2003 | 1.05% | 10.80% |
| 2002 | 1.99% | 0.00% |
| 2001 | 0.14% | 0.00% |
Select Stocks to Compare
More Comparisons
Compare with similar stocks