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PCF vs SPY

Comparison between High Income Securities Fund (PCF, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed PCF, delivering a return of +13.3% compared to -0.6%

PCF vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
PCF
$122M
Winner
SPY
$735B
Expense Ratio
PCF
N/A
SPY
0.09%
Max Drawdown
PCF
58.20%
Winner
SPY
56.47%
Sharpe Ratio
PCF
-0.49
Winner
SPY
1.62
5Y Beta
Winner
PCF
0.36
SPY
1.00
P/E Ratio
PCF
N/A
SPY
28.99
Forward P/E
PCF
N/A
SPY
22.37
5Y Dividends CAGR
PCF
-4.53%
Winner
SPY
5.43%
5Y EPS CAGR
PCF
N/A
SPY
26.05%
Debt to Equity
PCF
N/A
SPY
32.40%
P/S Ratio
PCF
N/A
SPY
3.74
P/B Ratio
PCF
N/A
SPY
5.61

PCF vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
PCF
-1.81%
Winner
SPY
+1.90%
3M
PCF
-4.79%
Winner
SPY
+8.55%
6M
PCF
-6.55%
Winner
SPY
+8.18%
1Y
PCF
-1.79%
Winner
SPY
+25.79%
5Y(CAGR)
PCF
-0.57%
Winner
SPY
+13.32%
10Y(CAGR)
PCF
+5.70%
Winner
SPY
+15.19%
Max(CAGR)
PCF
+6.43%
Winner
SPY
+8.47%

PCF vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearPCFSPY
2026-5.50%+8.26%
2025+5.47%+18.00%
2024+14.73%+25.59%
2023+7.19%+26.72%
2022-16.14%-18.64%
2021+10.74%+30.52%
2020+8.04%+17.28%
2019+3.71%+31.09%
2018+5.12%-5.24%
2017+15.14%+20.78%
2016+18.79%+13.59%
2015-5.23%+1.31%
2014+3.24%+14.56%
2013+8.20%+29.00%
2012+7.84%+14.17%
2011-2.75%+0.85%
2010+23.40%+13.14%
2009+43.49%+22.67%
2008-31.71%-36.25%
2007+1.07%+5.32%
2006+21.98%+13.85%
2005+1.05%+5.32%
2004+9.85%+10.75%
2003+32.05%+24.18%
2002-0.68%-22.42%
2001+9.90%-10.13%
2000+8.79%-8.84%
1999-14.97%+8.61%

PCF vs SPY Drawdown Comparison

The maximum drawdown for PCF was -53.81%, occurring on Oct 10, 2008. Recovery took 662 trading sessions.

The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.

The current PCF drawdown is -7.70%. The current SPY drawdown is -2.90%.

RankPCFSPY
#1-53.81%
May 9, 2007 - Dec 22, 2009		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-45.08%
Feb 20, 2020 - Dec 8, 2020		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-29.02%
Sep 17, 2021 - Feb 14, 2025		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-24.77%
May 26, 2011 - Oct 25, 2013		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-22.43%
Feb 28, 2001 - Mar 10, 2003		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-20.31%
Nov 5, 1999 - Jan 25, 2001		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-19.27%
Jul 1, 2014 - Jul 19, 2016		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-16.70%
Apr 23, 2010 - Sep 13, 2010		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-13.32%
Feb 25, 2025 - Sep 16, 2025		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-13.29%
Feb 19, 2004 - Sep 14, 2004		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-10.73%
Sep 16, 2025 - Mar 20, 2026		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-10.36%
Feb 14, 2019 - Dec 18, 2019		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-9.55%
Jul 11, 2003 - Dec 16, 2003		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-8.63%
Jul 12, 2005 - Jan 6, 2006		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-8.49%
Dec 21, 2004 - Jun 15, 2005		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between PCF and SPY is 0.92 which considered as a very strong positive correlation - the stocks move almost identically together.

0.92
-101

Dividend Comparison (1999 - 2026)

PCF vs SPY dividend yield comparison.

YearPCFSPY
20265.26%0.24%
202511.57%1.07%
202411.43%1.21%
202311.29%1.40%
202213.48%1.65%
202110.82%1.20%
202011.46%1.52%
20193.29%1.75%
20186.88%2.04%
20173.97%1.80%
20164.52%2.03%
20155.07%2.06%
20144.84%1.87%
20135.67%1.81%
20126.56%2.18%
20116.86%2.05%
20106.29%1.80%
20097.45%1.95%
200811.08%3.02%
20076.85%1.85%
20066.27%1.73%
20057.25%1.73%
20046.94%1.82%
20037.06%1.47%
20029.15%1.70%
20019.81%1.25%
20004.98%1.15%
19990.00%0.24%

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