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PCQ vs REM

Comparison between Pimco California Municipal Income Fund (PCQ, ETF) and iShares Mortgage Real Estate ETF (REM, ETF).

5-Year PerformanceREM has outperformed PCQ, delivering a return of -2.5% compared to -9.9%

PCQ vs REM - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
Winner
PCQ
$560M
REM
$557M
Expense Ratio
PCQ
N/A
REM
0.48%
Max Drawdown
Winner
PCQ
60.60%
REM
92.91%
Sharpe Ratio
Winner
PCQ
0.75
REM
0.44
5Y Beta
Winner
PCQ
0.14
REM
0.69
P/E Ratio
PCQ
N/A
REM
13.99
Forward P/E
PCQ
N/A
REM
7.49
PEG Ratio
PCQ
N/A
REM
0.07
5Y Dividends CAGR
PCQ
-9.94%
Winner
REM
-3.20%
5Y EPS CAGR
PCQ
N/A
REM
-22.17%
Debt to Equity
PCQ
N/A
REM
57.40%
P/S Ratio
PCQ
N/A
REM
4.47
P/B Ratio
PCQ
N/A
REM
0.86

PCQ vs REM - Historical Returns

Returns include dividend reinvestment.

1M
Winner
PCQ
-0.05%
REM
-1.39%
3M
PCQ
+1.69%
Winner
REM
+2.01%
6M
Winner
PCQ
+3.88%
REM
+1.11%
1Y
PCQ
+9.15%
Winner
REM
+9.57%
5Y(CAGR)
PCQ
-9.91%
Winner
REM
-2.47%
10Y(CAGR)
PCQ
-1.40%
Winner
REM
+2.85%
Max(CAGR)
Winner
PCQ
+3.74%
REM
-1.25%

PCQ vs REM - Annual Returns (2001 - 2026)

Returns include dividend reinvestment.

YearPCQREM
2026+2.93%-1.95%
2025+0.17%+12.79%
2024+1.28%-0.45%
2023-36.42%+12.51%
2022-15.26%-28.84%
2021+7.87%+19.82%
2020-6.19%-20.73%
2019+26.15%+20.48%
2018-1.10%-2.01%
2017+16.44%+16.54%
2016+5.62%+21.07%
2015+6.94%-10.85%
2014+26.59%+15.97%
2013-14.10%-5.63%
2012+25.62%+20.36%
2011+18.97%-9.86%
2010+6.14%+15.98%
2009+45.10%+13.09%
2008-41.29%-42.43%
2007-3.73%-36.35%
2006+16.83%N/A
2005+24.28%N/A
2004+8.38%N/A
2003+0.07%N/A
2002+2.59%N/A
2001+0.78%N/A

PCQ vs REM Drawdown Comparison

The maximum drawdown for PCQ was -56.28%, occurring on Dec 16, 2008. Recovery took 839 trading sessions.

The maximum drawdown for REM was -74.76%, occurring on Nov 20, 2008. This drawdown has not yet recovered.

The current PCQ drawdown is -45.08%. The current REM drawdown is -22.59%.

RankPCQREM
#1-56.28%
May 11, 2007 - Sep 9, 2010
-74.76%
Jun 4, 2007 - Nov 20, 2008
#2-54.86%
Nov 12, 2021 - Oct 6, 2023
-3.84%
May 9, 2007 - May 31, 2007
#3-37.82%
Dec 9, 2019 - Jul 15, 2021
-0.38%
May 4, 2007 - May 9, 2007
#4-22.43%
Jan 23, 2013 - Nov 20, 2014
N/A
#5-17.69%
Oct 15, 2010 - Sep 29, 2011
N/A
#6-17.09%
Dec 11, 2017 - Jul 9, 2018
N/A
#7-14.13%
Aug 13, 2018 - Jan 28, 2019
N/A
#8-13.13%
Sep 8, 2016 - May 8, 2017
N/A
#9-12.06%
Jun 13, 2003 - Apr 1, 2004
N/A
#10-11.35%
Feb 2, 2015 - Oct 20, 2015
N/A
#11-10.17%
Jul 11, 2012 - Nov 28, 2012
N/A
#12-9.02%
Jan 30, 2012 - Apr 24, 2012
N/A
#13-8.76%
Apr 1, 2004 - Aug 6, 2004
N/A
#14-8.05%
Sep 13, 2002 - May 22, 2003
N/A
#15-7.19%
Aug 16, 2001 - Aug 6, 2002
N/A

Correlation

Correlation between PCQ and REM is 0.73 which considered as a strong positive correlation - the stocks tend to move together.

0.73
-101

Dividend Comparison (2001 - 2026)

PCQ vs REM dividend yield comparison.

YearPCQREM
20262.46%0.74%
20254.95%8.70%
20244.78%9.61%
20234.64%9.46%
20225.29%11.13%
20214.20%7.29%
20204.39%7.72%
20194.65%8.16%
20185.72%9.99%
20175.35%9.97%
20165.89%10.03%
20155.89%11.99%
20145.90%14.53%
20137.10%16.12%
20125.80%12.60%
20116.87%12.20%
20107.45%9.10%
20097.46%8.14%
200810.68%22.08%
20075.95%8.95%
20065.25%0.00%
20055.83%0.00%
20046.83%0.00%
20036.90%0.00%
20026.45%0.00%
20012.53%0.00%

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