PCM vs GTR

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

5-Year PerformanceGTR has outperformed PCM, delivering a return of +4.8% compared to -3.8%

PCM vs GTR - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	PCM(ETF)	GTR(ETF)
Net Assets	$70M	$70M
Expense Ratio	N/A	0.70%
Max Drawdown	73.17%	22.66%
Sharpe Ratio	-0.18	1.35
5Y Beta	0.14	0.62
5Y Dividends CAGR	-2.76%	N/A

Net Assets

Winner

PCM

$70M

GTR

$70M

Expense Ratio

PCM

N/A

GTR

0.70%

Max Drawdown

PCM

73.17%

Winner

GTR

22.66%

Sharpe Ratio

PCM

-0.18

Winner

GTR

1.35

5Y Beta

Winner

PCM

0.14

GTR

0.62

5Y Dividends CAGR

PCM

-2.76%

GTR

N/A

PCM vs GTR - Historical Returns

Returns include dividend reinvestment.

Period	PCM	GTR
1 month	-2.86%	+0.96%
3 months	+0.19%	+7.58%
6 months	-3.43%	+7.96%
1 year	-0.65%	+17.85%
5 years(CAGR)	-3.77%	+4.82%
10 years(CAGR)	+5.26%	N/A
Max(CAGR)	+7.14%	+4.82%

PCM

-2.86%

Winner

GTR

+0.96%

PCM

+0.19%

Winner

GTR

+7.58%

PCM

-3.43%

Winner

GTR

+7.96%

PCM

-0.65%

Winner

GTR

+17.85%

5Y(CAGR)

PCM

-3.77%

Winner

GTR

+4.82%

10Y(CAGR)

PCM

+5.26%

GTR

N/A

Max(CAGR)

Winner

PCM

+7.14%

GTR

+4.82%

PCM vs GTR - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	PCM	GTR
2026	-2.96%	+7.09%
2025	-10.89%	+13.28%
2024	+10.50%	+8.92%
2023	+6.61%	+12.31%
2022	-19.89%	-19.56%
2021	+7.51%	+3.77%
2020	+3.70%	N/A
2019	+21.45%	N/A
2018	-5.50%	N/A
2017	+26.73%	N/A
2016	+25.57%	N/A
2015	-5.76%	N/A
2014	+0.98%	N/A
2013	+5.42%	N/A
2012	+22.62%	N/A
2011	+11.74%	N/A
2010	+51.88%	N/A
2009	+45.17%	N/A
2008	-32.91%	N/A
2007	-22.78%	N/A
2006	+11.03%	N/A
2005	+15.55%	N/A
2004	-0.64%	N/A
2003	+9.91%	N/A
2002	+11.96%	N/A
2001	+23.65%	N/A
2000	+9.82%	N/A
1999	-4.00%	N/A

PCM vs GTR Drawdown Comparison

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

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

The current PCM drawdown is -21.88%. The current GTR drawdown is -0.68%.

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

Correlation

Correlation between PCM and GTR 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)

PCM vs GTR dividend yield comparison.

Year	PCM	GTR
2026	6.92%	0.46%
2025	12.55%	5.74%
2024	12.47%	5.30%
2023	12.06%	2.85%
2022	12.20%	0.46%
2021	8.96%	0.00%
2020	8.95%	0.00%
2019	8.38%	0.00%
2018	9.46%	0.00%
2017	8.47%	0.00%
2016	14.60%	0.00%
2015	10.39%	0.00%
2014	9.85%	0.00%
2013	9.40%	0.00%
2012	9.28%	0.00%
2011	9.84%	0.00%
2010	11.62%	0.00%
2009	12.92%	0.00%
2008	18.76%	0.00%
2007	8.66%	0.00%
2006	7.82%	0.00%
2005	8.02%	0.00%
2004	8.55%	0.00%
2003	7.75%	0.00%
2002	9.83%	0.00%
2001	9.53%	0.00%
2000	5.25%	0.00%