PFL vs CAML

Comparison between Pimco Income Strategy Fund (PFL, ETF) and CONGRESS LARGE CAP GROWTH ETF (CAML, ETF).

PFL vs CAML - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	PFL(ETF)	CAML(ETF)
Net Assets	$381M	$381M
Expense Ratio	N/A	0.65%
Max Drawdown	82.23%	21.06%
Sharpe Ratio	0.26	0.31
5Y Beta	0.31	1.09
P/E Ratio	N/A	40.63
Forward P/E	N/A	29.19
PEG Ratio	N/A	0.49
5Y Dividends CAGR	-2.00%	N/A
5Y EPS CAGR	N/A	32.03%
Debt to Equity	N/A	21.30%
P/S Ratio	N/A	8.02
P/B Ratio	N/A	10.80

Net Assets

PFL

$381M

CAML

$381M

Expense Ratio

PFL

N/A

CAML

0.65%

Max Drawdown

PFL

82.23%

Winner

CAML

21.06%

Sharpe Ratio

PFL

0.26

Winner

CAML

0.31

5Y Beta

Winner

PFL

0.31

CAML

1.09

P/E Ratio

PFL

N/A

CAML

40.63

Forward P/E

PFL

N/A

CAML

29.19

PEG Ratio

PFL

N/A

CAML

0.49

5Y Dividends CAGR

PFL

-2.00%

CAML

N/A

5Y EPS CAGR

PFL

N/A

CAML

32.03%

Debt to Equity

PFL

N/A

CAML

21.30%

P/S Ratio

PFL

N/A

CAML

8.02

P/B Ratio

PFL

N/A

CAML

10.80

PFL vs CAML - Historical Returns

Returns include dividend reinvestment.

Period	PFL	CAML
1 month	+3.86%	-0.72%
3 months	-0.41%	+3.03%
6 months	-1.38%	+4.98%
1 year	+6.07%	+7.48%
5 years(CAGR)	+1.84%	N/A
10 years(CAGR)	+7.88%	N/A
Max(CAGR)	+6.49%	+17.30%

Winner

PFL

+3.86%

CAML

-0.72%

PFL

-0.41%

Winner

CAML

+3.03%

PFL

-1.38%

Winner

CAML

+4.98%

PFL

+6.07%

Winner

CAML

+7.48%

5Y(CAGR)

PFL

+1.84%

CAML

N/A

10Y(CAGR)

PFL

+7.88%

CAML

N/A

Max(CAGR)

PFL

+6.49%

Winner

CAML

+17.30%

PFL vs CAML - Annual Returns (2003 - 2026)

Returns include dividend reinvestment.

Year	PFL	CAML
2026	-1.30%	+4.00%
2025	+11.82%	+12.46%
2024	+11.12%	+24.65%
2023	+13.96%	+10.13%
2022	-18.24%	N/A
2021	+5.12%	N/A
2020	+7.28%	N/A
2019	+18.44%	N/A
2018	+1.32%	N/A
2017	+21.16%	N/A
2016	+21.05%	N/A
2015	-9.22%	N/A
2014	+14.79%	N/A
2013	-4.61%	N/A
2012	+35.22%	N/A
2011	-0.77%	N/A
2010	+13.49%	N/A
2009	+73.44%	N/A
2008	-50.21%	N/A
2007	-13.07%	N/A
2006	+18.15%	N/A
2005	-5.19%	N/A
2004	+12.73%	N/A
2003	+0.72%	N/A

PFL vs CAML Drawdown Comparison

The maximum drawdown for PFL was -77.93%, occurring on Mar 9, 2009. Recovery took 1006 trading sessions.

The maximum drawdown for CAML was -21.06%, occurring on Apr 8, 2025. Recovery took 95 trading sessions.

The current PFL drawdown is -2.85%. The current CAML drawdown is -2.28%.

Rank	PFL	CAML
#1	-77.93% Jun 18, 2007 - Jun 14, 2011	-21.06% Feb 10, 2025 - Jun 27, 2025
#2	-48.37% Feb 19, 2020 - Dec 8, 2020	-14.86% Oct 29, 2025 - May 28, 2026
#3	-33.25% Sep 1, 2021 - Aug 4, 2025	-9.71% Jul 16, 2024 - Sep 19, 2024
#4	-26.65% Jul 8, 2011 - Jul 2, 2012	-9.04% Sep 1, 2023 - Nov 14, 2023
#5	-18.95% Nov 11, 2014 - Jul 7, 2016	-6.33% Mar 21, 2024 - May 15, 2024
#6	-18.45% May 8, 2013 - Jun 30, 2014	-5.78% Dec 4, 2024 - Feb 10, 2025
#7	-15.09% Feb 7, 2005 - Jun 5, 2006	-5.55% Jun 2, 2026 - Jun 10, 2026
#8	-13.47% Jun 5, 2018 - Mar 19, 2019	-3.08% Oct 8, 2025 - Oct 24, 2025
#9	-8.48% Oct 8, 2012 - Jan 4, 2013	-3.05% Oct 18, 2024 - Nov 6, 2024
#10	-7.62% Feb 27, 2026 - Mar 27, 2026	-3.04% Nov 12, 2024 - Nov 26, 2024
#11	-7.51% Sep 19, 2014 - Nov 4, 2014	-2.72% Dec 19, 2023 - Jan 10, 2024
#12	-7.35% Aug 2, 2019 - Oct 22, 2019	-2.49% May 15, 2024 - Jun 10, 2024
#13	-5.91% Oct 5, 2017 - Apr 3, 2018	-2.11% Feb 9, 2024 - Feb 22, 2024
#14	-5.86% Nov 12, 2004 - Jan 7, 2005	-2.05% Aug 12, 2025 - Aug 28, 2025
#15	-5.54% Sep 8, 2016 - Dec 23, 2016	-1.92% Jul 30, 2025 - Aug 6, 2025

Correlation

Correlation between PFL and CAML is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.

0.96

-101

Dividend Comparison (2003 - 2026)

PFL vs CAML dividend yield comparison.

Year	PFL	CAML
2026	7.32%	0.00%
2025	11.59%	0.00%
2024	11.66%	0.06%
2023	11.57%	0.15%
2022	12.04%	0.00%
2021	9.53%	0.00%
2020	9.44%	0.00%
2019	9.11%	0.00%
2018	9.94%	0.00%
2017	9.25%	0.00%
2016	10.22%	0.00%
2015	11.09%	0.00%
2014	10.39%	0.00%
2013	9.55%	0.00%
2012	10.52%	0.00%
2011	10.19%	0.00%
2010	9.87%	0.00%
2009	18.58%	0.00%
2008	19.85%	0.00%
2007	13.13%	0.00%
2006	9.73%	0.00%
2005	7.72%	0.00%
2004	5.36%	0.00%
2003	1.18%	0.00%