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PCM vs RSBY

Comparison between PCM Fund Inc (PCM, ETF) and RETURN STACKED(R) BONDS & FUTURES YIELD ETF (RSBY, ETF).

PCM vs RSBY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
PCM
$70M
RSBY
$70M
Expense Ratio
PCM
N/A
RSBY
1.01%
Max Drawdown
PCM
73.17%
Winner
RSBY
25.08%
Sharpe Ratio
PCM
-0.18
Winner
RSBY
1.40
5Y Beta
PCM
0.14
Winner
RSBY
-0.17
5Y Dividends CAGR
PCM
-2.76%
RSBY
N/A

PCM vs RSBY - Historical Returns

Returns include dividend reinvestment.

1M
PCM
-2.86%
Winner
RSBY
-0.83%
3M
PCM
+0.19%
Winner
RSBY
+0.93%
6M
PCM
-3.43%
Winner
RSBY
+19.78%
1Y
PCM
-0.65%
Winner
RSBY
+18.79%
5Y(CAGR)
PCM
-3.77%
RSBY
N/A
10Y(CAGR)
PCM
+5.26%
RSBY
N/A
Max(CAGR)
Winner
PCM
+7.14%
RSBY
-2.43%

PCM vs RSBY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearPCMRSBY
2026-2.96%+20.03%
2025-10.89%-12.80%
2024+10.50%-7.90%
2023+6.61%N/A
2022-19.89%N/A
2021+7.51%N/A
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 RSBY Drawdown Comparison

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

The maximum drawdown for RSBY was -23.32%, occurring on May 21, 2025. This drawdown has not yet recovered.

The current PCM drawdown is -21.88%. The current RSBY drawdown is -5.80%.

RankPCMRSBY
#1-64.85%
Feb 5, 2007 - Apr 14, 2010
-23.32%
Sep 6, 2024 - May 21, 2025
#2-47.67%
Feb 21, 2020 - Jan 12, 2021
-1.20%
Aug 26, 2024 - Sep 4, 2024
#3-29.61%
Aug 8, 2023 - Oct 27, 2023
-0.15%
Aug 22, 2024 - Aug 26, 2024
#4-28.19%
Aug 12, 2021 - Aug 7, 2023
N/A
#5-18.35%
Apr 1, 2004 - Nov 3, 2004
N/A
#6-17.91%
Jul 1, 2014 - Jul 18, 2016
N/A
#7-16.04%
May 10, 2013 - Jun 10, 2014
N/A
#8-14.96%
Sep 16, 2002 - Jan 3, 2003
N/A
#9-14.39%
Aug 16, 2018 - Feb 28, 2019
N/A
#10-13.54%
Jul 5, 2011 - Nov 11, 2011
N/A
#11-12.72%
Nov 10, 2017 - May 2, 2018
N/A
#12-9.36%
Nov 9, 2010 - Nov 26, 2010
N/A
#13-9.28%
Jun 13, 2003 - Dec 3, 2003
N/A
#14-8.92%
Nov 12, 1999 - Jul 13, 2000
N/A
#15-8.86%
Oct 5, 2012 - Jan 3, 2013
N/A

Correlation

Correlation between PCM and RSBY is 0.40 which considered as a weak positive correlation - the stocks show a slight tendency to move together.

0.40
-101

Dividend Comparison (2000 - 2026)

PCM vs RSBY dividend yield comparison.

YearPCMRSBY
20266.92%0.00%
202512.55%2.07%
202412.47%2.29%
202312.06%0.00%
202212.20%0.00%
20218.96%0.00%
20208.95%0.00%
20198.38%0.00%
20189.46%0.00%
20178.47%0.00%
201614.60%0.00%
201510.39%0.00%
20149.85%0.00%
20139.40%0.00%
20129.28%0.00%
20119.84%0.00%
201011.62%0.00%
200912.92%0.00%
200818.76%0.00%
20078.66%0.00%
20067.82%0.00%
20058.02%0.00%
20048.55%0.00%
20037.75%0.00%
20029.83%0.00%
20019.53%0.00%
20005.25%0.00%

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