PCN vs SPY
Comparison between PIMCO Corporate & Income Strategy Fund (PCN, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).
5-Year PerformanceSPY has outperformed PCN, delivering a return of +13.3% compared to +0.7%
PCN vs SPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
PCN
$864M
Winner
SPY
$735B
Expense Ratio
PCN
N/A
SPY
0.09%
Max Drawdown
PCN
66.71%
Winner
SPY
56.47%
Sharpe Ratio
PCN
-0.14
Winner
SPY
1.62
5Y Beta
Winner
PCN
0.38
SPY
1.00
P/E Ratio
PCN
N/A
SPY
28.99
Forward P/E
PCN
N/A
SPY
22.37
5Y Dividends CAGR
PCN
3.40%
Winner
SPY
5.43%
5Y EPS CAGR
PCN
N/A
SPY
26.05%
Debt to Equity
PCN
N/A
SPY
32.40%
P/S Ratio
PCN
N/A
SPY
3.74
P/B Ratio
PCN
N/A
SPY
5.61
PCN vs SPY - Historical Returns
Returns include dividend reinvestment.
1M
PCN
-1.74%
Winner
SPY
+1.90%
3M
PCN
-3.59%
Winner
SPY
+8.55%
6M
PCN
-1.79%
Winner
SPY
+8.18%
1Y
PCN
+2.12%
Winner
SPY
+25.79%
5Y(CAGR)
PCN
+0.72%
Winner
SPY
+13.32%
10Y(CAGR)
PCN
+7.17%
Winner
SPY
+15.19%
Max(CAGR)
Winner
PCN
+9.52%
SPY
+8.47%
PCN vs SPY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | PCN | SPY |
|---|---|---|
| 2026 | -3.66% | +8.26% |
| 2025 | +4.82% | +18.00% |
| 2024 | +19.92% | +25.59% |
| 2023 | +14.25% | +26.72% |
| 2022 | -23.63% | -18.64% |
| 2021 | +7.41% | +30.52% |
| 2020 | -1.96% | +17.28% |
| 2019 | +35.29% | +31.09% |
| 2018 | -7.08% | -5.24% |
| 2017 | +25.20% | +20.78% |
| 2016 | +24.67% | +13.59% |
| 2015 | -4.28% | +1.31% |
| 2014 | +6.18% | +14.56% |
| 2013 | -0.04% | +29.00% |
| 2012 | +21.16% | +14.17% |
| 2011 | +13.26% | +0.85% |
| 2010 | +29.75% | +13.14% |
| 2009 | +35.40% | +22.67% |
| 2008 | -3.19% | -36.25% |
| 2007 | -13.18% | +5.32% |
| 2006 | +19.95% | +13.85% |
| 2005 | +5.48% | +5.32% |
| 2004 | +7.02% | +10.75% |
| 2003 | +26.92% | +24.18% |
| 2002 | +2.02% | -22.42% |
| 2001 | +0.07% | -10.13% |
| 2000 | N/A | -8.84% |
| 1999 | N/A | +8.61% |
PCN vs SPY Drawdown Comparison
The maximum drawdown for PCN was -61.08%, occurring on Mar 9, 2009. Recovery took 410 trading sessions.
The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.
The current PCN drawdown is -6.53%. The current SPY drawdown is -2.90%.
| Rank | PCN | SPY |
|---|---|---|
| #1 | -61.08% Jan 31, 2008 - Sep 16, 2009 | -55.20% Oct 9, 2007 - Aug 16, 2012 |
| #2 | -50.25% Feb 13, 2020 - May 5, 2021 | -47.50% Mar 24, 2000 - Oct 26, 2006 |
| #3 | -33.35% Aug 13, 2021 - Oct 1, 2024 | -33.70% Feb 19, 2020 - Aug 10, 2020 |
| #4 | -24.93% Sep 13, 2018 - Jun 5, 2019 | -24.50% Jan 3, 2022 - Dec 13, 2023 |
| #5 | -23.93% Jul 8, 2011 - Jan 31, 2012 | -19.34% Sep 20, 2018 - Apr 12, 2019 |
| #6 | -22.07% Jun 5, 2007 - Jan 30, 2008 | -18.76% Feb 19, 2025 - Jun 26, 2025 |
| #7 | -18.87% Jan 22, 2004 - Sep 17, 2004 | -13.02% Jul 20, 2015 - Apr 18, 2016 |
| #8 | -17.45% May 10, 2013 - Jan 21, 2014 | -10.10% Jan 26, 2018 - Aug 6, 2018 |
| #9 | -16.49% Jun 20, 2014 - Apr 22, 2016 | -9.44% Sep 2, 2020 - Nov 11, 2020 |
| #10 | -14.57% Jun 13, 2002 - Jan 2, 2003 | -9.30% Jan 19, 2000 - Mar 17, 2000 |
| #11 | -14.00% Feb 19, 2025 - Sep 2, 2025 | -9.05% Jul 19, 2007 - Oct 5, 2007 |
| #12 | -13.27% Sep 8, 2016 - Jan 6, 2017 | -8.88% Jan 27, 2026 - Apr 14, 2026 |
| #13 | -12.07% Feb 8, 2005 - Jun 7, 2005 | -8.41% Jul 16, 2024 - Sep 19, 2024 |
| #14 | -11.66% Nov 10, 2010 - Jan 24, 2011 | -7.35% Sep 14, 2012 - Jan 2, 2013 |
| #15 | -11.54% Apr 12, 2010 - Jun 15, 2010 | -7.27% Sep 18, 2014 - Oct 31, 2014 |
Correlation
Correlation between PCN 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)
PCN vs SPY dividend yield comparison.
| Year | PCN | SPY |
|---|---|---|
| 2026 | 4.81% | 0.24% |
| 2025 | 10.58% | 1.07% |
| 2024 | 10.06% | 1.21% |
| 2023 | 10.88% | 1.40% |
| 2022 | 12.66% | 1.65% |
| 2021 | 7.89% | 1.20% |
| 2020 | 7.83% | 1.52% |
| 2019 | 7.37% | 1.75% |
| 2018 | 9.60% | 2.04% |
| 2017 | 7.85% | 1.80% |
| 2016 | 11.98% | 2.03% |
| 2015 | 10.22% | 2.06% |
| 2014 | 11.27% | 1.87% |
| 2013 | 14.56% | 1.81% |
| 2012 | 8.72% | 2.18% |
| 2011 | 11.06% | 2.05% |
| 2010 | 10.81% | 1.80% |
| 2009 | 13.46% | 1.95% |
| 2008 | 11.08% | 3.02% |
| 2007 | 9.91% | 1.85% |
| 2006 | 8.46% | 1.73% |
| 2005 | 9.06% | 1.73% |
| 2004 | 10.12% | 1.82% |
| 2003 | 10.87% | 1.47% |
| 2002 | 11.43% | 1.70% |
| 2001 | 0.00% | 1.25% |
| 2000 | 0.00% | 1.15% |
| 1999 | 0.00% | 0.24% |
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