PCN vs PTL
Comparison between PIMCO Corporate & Income Strategy Fund (PCN, ETF) and INSPIRE 500 ETF (PTL, ETF).
PCN vs PTL - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
PCN
$866M
Winner
PTL
$870M
Expense Ratio
PCN
N/A
PTL
0.09%
Max Drawdown
PCN
66.71%
Winner
PTL
20.02%
Sharpe Ratio
PCN
-0.20
Winner
PTL
1.07
5Y Beta
Winner
PCN
0.37
PTL
1.01
P/E Ratio
PCN
N/A
PTL
32.73
Forward P/E
PCN
N/A
PTL
21.16
5Y Dividends CAGR
PCN
0.00%
PTL
N/A
5Y EPS CAGR
PCN
N/A
PTL
20.48%
P/S Ratio
PCN
N/A
PTL
3.24
P/B Ratio
PCN
N/A
PTL
4.58
PCN vs PTL - Historical Returns
Returns include dividend reinvestment.
1M
PCN
-0.08%
Winner
PTL
+1.78%
3M
PCN
+2.38%
Winner
PTL
+2.83%
6M
PCN
-3.54%
Winner
PTL
+9.36%
1Y
PCN
+1.24%
Winner
PTL
+22.08%
5Y(CAGR)
PCN
+0.95%
PTL
N/A
10Y(CAGR)
PCN
+6.77%
PTL
N/A
Max(CAGR)
PCN
+9.54%
Winner
PTL
+17.46%
PCN vs PTL - Annual Returns (2001 - 2026)
Returns include dividend reinvestment.
| Year | PCN | PTL |
|---|---|---|
| 2026 | -1.45% | +15.13% |
| 2025 | +4.82% | +17.88% |
| 2024 | +19.92% | +7.90% |
| 2023 | +14.25% | N/A |
| 2022 | -23.63% | N/A |
| 2021 | +7.41% | N/A |
| 2020 | -1.96% | N/A |
| 2019 | +35.29% | N/A |
| 2018 | -7.08% | N/A |
| 2017 | +25.20% | N/A |
| 2016 | +24.67% | N/A |
| 2015 | -4.28% | N/A |
| 2014 | +6.18% | N/A |
| 2013 | -0.04% | N/A |
| 2012 | +21.16% | N/A |
| 2011 | +13.26% | N/A |
| 2010 | +29.75% | N/A |
| 2009 | +35.40% | N/A |
| 2008 | -3.19% | N/A |
| 2007 | -13.18% | N/A |
| 2006 | +19.95% | N/A |
| 2005 | +5.48% | N/A |
| 2004 | +7.02% | N/A |
| 2003 | +26.92% | N/A |
| 2002 | +2.02% | N/A |
| 2001 | +0.07% | N/A |
PCN vs PTL Drawdown Comparison
The maximum drawdown for PCN was -61.08%, occurring on Mar 9, 2009. Recovery took 410 trading sessions.
The maximum drawdown for PTL was -19.72%, occurring on Apr 8, 2025. Recovery took 87 trading sessions.
The current PCN drawdown is -4.39%. The current PTL drawdown is -2.30%.
| Rank | PCN | PTL |
|---|---|---|
| #1 | -61.08% Jan 31, 2008 - Sep 16, 2009 | -19.72% Feb 18, 2025 - Jun 24, 2025 |
| #2 | -50.25% Feb 13, 2020 - May 5, 2021 | -7.57% Feb 11, 2026 - Apr 13, 2026 |
| #3 | -33.35% Aug 13, 2021 - Oct 1, 2024 | -7.33% Jul 16, 2024 - Aug 23, 2024 |
| #4 | -24.93% Sep 13, 2018 - Jun 5, 2019 | -6.43% Oct 27, 2025 - Dec 5, 2025 |
| #5 | -23.93% Jul 8, 2011 - Jan 31, 2012 | -6.40% Mar 28, 2024 - Jul 11, 2024 |
| #6 | -22.07% Jun 5, 2007 - Jan 30, 2008 | -6.28% Nov 29, 2024 - Jan 21, 2025 |
| #7 | -18.87% Jan 22, 2004 - Sep 17, 2004 | -5.99% Jun 2, 2026 - Aug 13, 2026 |
| #8 | -17.45% May 10, 2013 - Jan 21, 2014 | -5.30% Dec 11, 2025 - Jan 15, 2026 |
| #9 | -16.49% Jun 20, 2014 - Apr 22, 2016 | -4.87% Aug 30, 2024 - Sep 19, 2024 |
| #10 | -14.57% Jun 13, 2002 - Jan 2, 2003 | -3.94% Oct 14, 2024 - Nov 6, 2024 |
| #11 | -14.00% Feb 19, 2025 - Sep 2, 2025 | -3.72% Oct 8, 2025 - Oct 27, 2025 |
| #12 | -13.27% Sep 8, 2016 - Jan 6, 2017 | -3.45% Jan 16, 2026 - Feb 9, 2026 |
| #13 | -12.07% Feb 8, 2005 - Jun 7, 2005 | -2.87% Aug 13, 2026 - Aug 20, 2026 |
| #14 | -11.66% Nov 10, 2010 - Jan 24, 2011 | -2.80% Jan 23, 2025 - Feb 18, 2025 |
| #15 | -11.54% Apr 12, 2010 - Jun 15, 2010 | -2.79% Nov 11, 2024 - Nov 22, 2024 |
Correlation
Correlation between PCN and PTL is 0.65 which considered as a moderate positive correlation - the stocks show some tendency to move together.
0.65
-101
Dividend Comparison (2002 - 2026)
PCN vs PTL dividend yield comparison.
| Year | PCN | PTL |
|---|---|---|
| 2026 | 7.74% | 0.60% |
| 2025 | 10.58% | 1.24% |
| 2024 | 10.06% | 0.92% |
| 2023 | 10.88% | 0.00% |
| 2022 | 12.66% | 0.00% |
| 2021 | 7.89% | 0.00% |
| 2020 | 7.83% | 0.00% |
| 2019 | 7.37% | 0.00% |
| 2018 | 9.60% | 0.00% |
| 2017 | 7.85% | 0.00% |
| 2016 | 11.98% | 0.00% |
| 2015 | 10.22% | 0.00% |
| 2014 | 11.27% | 0.00% |
| 2013 | 14.56% | 0.00% |
| 2012 | 8.72% | 0.00% |
| 2011 | 11.06% | 0.00% |
| 2010 | 10.81% | 0.00% |
| 2009 | 13.46% | 0.00% |
| 2008 | 11.08% | 0.00% |
| 2007 | 9.91% | 0.00% |
| 2006 | 8.46% | 0.00% |
| 2005 | 9.06% | 0.00% |
| 2004 | 10.12% | 0.00% |
| 2003 | 10.87% | 0.00% |
| 2002 | 11.43% | 0.00% |
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