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PCM vs SPY

Comparison between PCM Fund Inc (PCM, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed PCM, delivering a return of +13.3% compared to -3.7%

PCM vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
PCM
$71M
Winner
SPY
$735B
Expense Ratio
PCM
N/A
SPY
0.09%
Max Drawdown
PCM
73.17%
Winner
SPY
56.47%
Sharpe Ratio
PCM
-0.09
Winner
SPY
1.62
5Y Beta
Winner
PCM
0.14
SPY
1.00
P/E Ratio
PCM
N/A
SPY
28.99
Forward P/E
PCM
N/A
SPY
22.37
5Y Dividends CAGR
PCM
-1.05%
Winner
SPY
5.43%
5Y EPS CAGR
PCM
N/A
SPY
26.05%
Debt to Equity
PCM
N/A
SPY
32.40%
P/S Ratio
PCM
N/A
SPY
3.74
P/B Ratio
PCM
N/A
SPY
5.61

PCM vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
PCM
-3.35%
Winner
SPY
+1.90%
3M
PCM
-3.62%
Winner
SPY
+8.55%
6M
PCM
-2.96%
Winner
SPY
+8.18%
1Y
PCM
+1.73%
Winner
SPY
+25.79%
5Y(CAGR)
PCM
-3.75%
Winner
SPY
+13.32%
10Y(CAGR)
PCM
+5.21%
Winner
SPY
+15.19%
Max(CAGR)
PCM
+7.15%
Winner
SPY
+8.47%

PCM vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearPCMSPY
2026-2.86%+8.26%
2025-10.89%+18.00%
2024+10.50%+25.59%
2023+6.61%+26.72%
2022-19.89%-18.64%
2021+7.51%+30.52%
2020+3.70%+17.28%
2019+21.45%+31.09%
2018-5.50%-5.24%
2017+26.73%+20.78%
2016+25.57%+13.59%
2015-5.76%+1.31%
2014+0.98%+14.56%
2013+5.42%+29.00%
2012+22.62%+14.17%
2011+11.74%+0.85%
2010+51.88%+13.14%
2009+45.17%+22.67%
2008-32.91%-36.25%
2007-22.78%+5.32%
2006+11.03%+13.85%
2005+15.55%+5.32%
2004-0.64%+10.75%
2003+9.91%+24.18%
2002+11.96%-22.42%
2001+23.65%-10.13%
2000+9.82%-8.84%
1999-4.00%+8.61%

PCM vs SPY Drawdown Comparison

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

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

The current PCM drawdown is -21.80%. The current SPY drawdown is -2.90%.

RankPCMSPY
#1-64.85%
Feb 5, 2007 - Apr 14, 2010		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-47.67%
Feb 21, 2020 - Jan 12, 2021		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-29.61%
Aug 8, 2023 - Oct 27, 2023		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-28.19%
Aug 12, 2021 - Aug 7, 2023		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-18.35%
Apr 1, 2004 - Nov 3, 2004		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-17.91%
Jul 1, 2014 - Jul 18, 2016		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-16.04%
May 10, 2013 - Jun 10, 2014		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-14.96%
Sep 16, 2002 - Jan 3, 2003		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-14.39%
Aug 16, 2018 - Feb 28, 2019		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-13.54%
Jul 5, 2011 - Nov 11, 2011		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-12.72%
Nov 10, 2017 - May 2, 2018		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-9.36%
Nov 9, 2010 - Nov 26, 2010		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-9.28%
Jun 13, 2003 - Dec 3, 2003		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-8.92%
Nov 12, 1999 - Jul 13, 2000		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-8.86%
Oct 5, 2012 - Jan 3, 2013		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between PCM and SPY is 0.87 which considered as a strong positive correlation - the stocks tend to move together.

0.87
-101

Dividend Comparison (1999 - 2026)

PCM vs SPY dividend yield comparison.

YearPCMSPY
20265.69%0.24%
202512.55%1.07%
202412.47%1.21%
202312.06%1.40%
202212.20%1.65%
20218.96%1.20%
20208.95%1.52%
20198.38%1.75%
20189.46%2.04%
20178.47%1.80%
201614.60%2.03%
201510.39%2.06%
20149.85%1.87%
20139.40%1.81%
20129.28%2.18%
20119.84%2.05%
201011.62%1.80%
200912.92%1.95%
200818.76%3.02%
20078.66%1.85%
20067.82%1.73%
20058.02%1.73%
20048.55%1.82%
20037.75%1.47%
20029.83%1.70%
20019.53%1.25%
20005.25%1.15%
19990.00%0.24%

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