PCQ vs THW

Comparison between Pimco California Municipal Income Fund (PCQ, ETF) and abrdn World Healthcare Fund (THW, ETF).

5-Year PerformanceTHW has outperformed PCQ, delivering a return of +6.6% compared to -10.1%

PCQ vs THW - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	PCQ(ETF)	THW(ETF)
Net Assets	$566M	$567M
Max Drawdown	60.60%	55.65%
Sharpe Ratio	0.82	1.70
5Y Beta	0.14	0.51
5Y Dividends CAGR	-11.37%	1.61%

Net Assets

PCQ

$566M

Winner

THW

$567M

Max Drawdown

PCQ

60.60%

Winner

THW

55.65%

Sharpe Ratio

PCQ

0.82

Winner

THW

1.70

5Y Beta

Winner

PCQ

0.14

THW

0.51

5Y Dividends CAGR

PCQ

-11.37%

Winner

THW

1.61%

PCQ vs THW - Historical Returns

Returns include dividend reinvestment.

Period	PCQ	THW
1 month	-0.73%	+5.58%
3 months	+1.34%	+9.61%
6 months	+1.19%	+9.50%
1 year	+10.33%	+47.51%
5 years(CAGR)	-10.08%	+6.61%
10 years(CAGR)	-1.80%	+9.94%
Max(CAGR)	+3.73%	+6.70%

PCQ

-0.73%

Winner

THW

+5.58%

PCQ

+1.34%

Winner

THW

+9.61%

PCQ

+1.19%

Winner

THW

+9.50%

PCQ

+10.33%

Winner

THW

+47.51%

5Y(CAGR)

PCQ

-10.08%

Winner

THW

+6.61%

10Y(CAGR)

PCQ

-1.80%

Winner

THW

+9.94%

Max(CAGR)

PCQ

+3.73%

Winner

THW

+6.70%

PCQ vs THW - Annual Returns (2001 - 2026)

Returns include dividend reinvestment.

Year	PCQ	THW
2026	+2.99%	+11.75%
2025	+0.17%	+30.03%
2024	+1.28%	+3.57%
2023	-36.42%	-11.22%
2022	-15.26%	-0.27%
2021	+7.87%	+12.44%
2020	-6.19%	+25.49%
2019	+26.15%	+29.17%
2018	-1.10%	-6.51%
2017	+16.44%	+12.15%
2016	+5.62%	-9.67%
2015	+6.94%	-17.95%
2014	+26.59%	N/A
2013	-14.10%	N/A
2012	+25.62%	N/A
2011	+18.97%	N/A
2010	+6.14%	N/A
2009	+45.10%	N/A
2008	-41.29%	N/A
2007	-3.73%	N/A
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 THW Drawdown Comparison

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

The maximum drawdown for THW was -37.37%, occurring on Mar 23, 2020. Recovery took 49 trading sessions.

The current PCQ drawdown is -45.05%. The current THW drawdown is -2.97%.

Rank	PCQ	THW
#1	-56.28% May 11, 2007 - Sep 9, 2010	-37.37% Feb 14, 2020 - Apr 27, 2020
#2	-54.86% Nov 12, 2021 - Oct 6, 2023	-36.36% Jul 13, 2015 - Jul 17, 2019
#3	-37.82% Dec 9, 2019 - Jul 15, 2021	-31.47% Dec 14, 2022 - Aug 1, 2024
#4	-22.43% Jan 23, 2013 - Nov 20, 2014	-20.05% Oct 4, 2024 - Sep 3, 2025
#5	-17.69% Oct 15, 2010 - Sep 29, 2011	-19.22% Sep 2, 2021 - Dec 13, 2022
#6	-17.09% Dec 11, 2017 - Jul 9, 2018	-17.23% Jan 20, 2021 - Aug 17, 2021
#7	-14.13% Aug 13, 2018 - Jan 28, 2019	-11.26% Dec 26, 2025 - Apr 15, 2026
#8	-13.13% Sep 8, 2016 - May 8, 2017	-9.09% Oct 30, 2025 - Nov 26, 2025
#9	-12.06% Jun 13, 2003 - Apr 1, 2004	-8.22% Aug 18, 2020 - Nov 5, 2020
#10	-11.35% Feb 2, 2015 - Oct 20, 2015	-6.23% Jun 5, 2020 - Jul 15, 2020
#11	-10.17% Jul 11, 2012 - Nov 28, 2012	-5.66% May 28, 2026 - Jun 25, 2026
#12	-9.02% Jan 30, 2012 - Apr 24, 2012	-5.34% Apr 17, 2026 - Apr 30, 2026
#13	-8.76% Apr 1, 2004 - Aug 6, 2004	-4.52% Aug 1, 2024 - Aug 23, 2024
#14	-8.05% Sep 13, 2002 - May 22, 2003	-4.50% Jul 2, 2026 - Jul 14, 2026
#15	-7.19% Aug 16, 2001 - Aug 6, 2002	-4.31% Nov 26, 2025 - Dec 23, 2025

Correlation

Correlation between PCQ and THW is -0.17 which considered as a very weak or no correlation - the stocks move independently of each other.

-0.17

-101

Dividend Comparison (2001 - 2026)

PCQ vs THW dividend yield comparison.

Year	PCQ	THW
2026	2.88%	5.23%
2025	4.95%	10.96%
2024	4.78%	12.72%
2023	4.64%	12.00%
2022	5.29%	9.56%
2021	4.20%	8.60%
2020	4.39%	8.85%
2019	4.65%	10.11%
2018	5.72%	12.08%
2017	5.35%	10.29%
2016	5.89%	10.91%
2015	5.89%	3.69%
2014	5.90%	0.00%
2013	7.10%	0.00%
2012	5.80%	0.00%
2011	6.87%	0.00%
2010	7.45%	0.00%
2009	7.46%	0.00%
2008	10.68%	0.00%
2007	5.95%	0.00%
2006	5.25%	0.00%
2005	5.83%	0.00%
2004	6.83%	0.00%
2003	6.90%	0.00%
2002	6.45%	0.00%
2001	2.53%	0.00%