PFN vs PGF
Comparison between Pimco Income Strategy Fund II (PFN, ETF) and INVESCO FINANCIAL PREFERRED ETF (PGF, ETF).
5-Year PerformancePFN has outperformed PGF, delivering a return of +2.5% compared to -0.8%
PFN vs PGF - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
PFN vs PGF - Historical Returns
Returns include dividend reinvestment.
PFN vs PGF - Annual Returns (2004 - 2026)
Returns include dividend reinvestment.
| Year | PFN | PGF |
|---|---|---|
| 2026 | +1.61% | -1.02% |
| 2025 | +12.74% | +1.58% |
| 2024 | +16.06% | +6.01% |
| 2023 | +11.99% | +6.71% |
| 2022 | -18.28% | -18.78% |
| 2021 | +5.17% | +3.30% |
| 2020 | +4.04% | +6.59% |
| 2019 | +19.93% | +13.38% |
| 2018 | +0.98% | -1.78% |
| 2017 | +20.10% | +10.02% |
| 2016 | +21.11% | +0.61% |
| 2015 | -2.71% | +8.65% |
| 2014 | +8.91% | +13.82% |
| 2013 | -3.50% | -1.77% |
| 2012 | +35.74% | +19.63% |
| 2011 | -0.08% | -1.84% |
| 2010 | +10.90% | +14.78% |
| 2009 | +78.99% | +30.43% |
| 2008 | -55.08% | -29.91% |
| 2007 | -10.88% | -15.99% |
| 2006 | +16.63% | -0.53% |
| 2005 | -2.70% | N/A |
| 2004 | -2.09% | N/A |
PFN vs PGF Drawdown Comparison
The maximum drawdown for PFN was -80.04%, occurring on Mar 9, 2009. Recovery took 1280 trading sessions.
The maximum drawdown for PGF was -75.63%, occurring on Mar 9, 2009. Recovery took 797 trading sessions.
The current PFN drawdown is -0.70%. The current PGF drawdown is -5.04%.
| Rank | PFN | PGF |
|---|---|---|
| #1 | -80.04% Jul 5, 2007 - Aug 1, 2012 | -75.63% Feb 1, 2008 - Mar 31, 2011 |
| #2 | -45.67% Feb 21, 2020 - Dec 7, 2020 | -28.91% Feb 10, 2020 - Jul 29, 2020 |
| #3 | -33.39% Sep 1, 2021 - Jul 1, 2025 | -23.39% Jul 7, 2021 - Oct 19, 2023 |
| #4 | -15.96% May 10, 2013 - May 7, 2014 | -17.90% May 15, 2007 - Feb 1, 2008 |
| #5 | -15.77% Jun 1, 2015 - Jun 21, 2016 | -17.46% May 20, 2011 - Feb 3, 2012 |
| #6 | -13.83% Aug 22, 2018 - Feb 13, 2019 | -9.19% May 7, 2013 - Mar 31, 2014 |
| #7 | -10.76% Feb 10, 2026 - Jul 1, 2026 | -7.48% Aug 9, 2016 - Apr 4, 2017 |
| #8 | -10.16% Jan 12, 2005 - Feb 3, 2006 | -6.72% Jan 5, 2016 - Mar 28, 2016 |
| #9 | -6.90% Aug 12, 2019 - Oct 23, 2019 | -6.26% Jul 6, 2018 - Jan 31, 2019 |
| #10 | -6.38% Nov 11, 2014 - Feb 24, 2015 | -4.72% May 7, 2012 - Jun 19, 2012 |
| #11 | -6.17% Sep 7, 2016 - Dec 30, 2016 | -4.39% Dec 17, 2020 - Apr 6, 2021 |
| #12 | -5.99% Sep 8, 2014 - Nov 4, 2014 | -3.96% Dec 8, 2017 - Jul 2, 2018 |
| #13 | -5.71% Oct 8, 2012 - Dec 19, 2012 | -2.78% Nov 27, 2015 - Dec 28, 2015 |
| #14 | -5.27% Mar 22, 2006 - Jun 7, 2006 | -2.39% Oct 13, 2020 - Nov 16, 2020 |
| #15 | -4.91% May 10, 2021 - May 28, 2021 | -2.32% Apr 15, 2015 - Jul 16, 2015 |
Correlation
Correlation between PFN and PGF is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.
Dividend Comparison (2004 - 2026)
PFN vs PGF dividend yield comparison.
| Year | PFN | PGF |
|---|---|---|
| 2026 | 7.07% | 3.64% |
| 2025 | 11.49% | 6.30% |
| 2024 | 11.57% | 6.24% |
| 2023 | 11.92% | 6.15% |
| 2022 | 12.19% | 5.95% |
| 2021 | 9.71% | 4.68% |
| 2020 | 9.67% | 4.91% |
| 2019 | 9.07% | 5.14% |
| 2018 | 10.81% | 5.73% |
| 2017 | 9.20% | 5.32% |
| 2016 | 10.12% | 5.92% |
| 2015 | 11.74% | 5.68% |
| 2014 | 11.36% | 5.92% |
| 2013 | 9.65% | 6.64% |
| 2012 | 12.67% | 6.35% |
| 2011 | 8.52% | 7.64% |
| 2010 | 9.40% | 7.09% |
| 2009 | 16.05% | 8.78% |
| 2008 | 22.14% | 11.42% |
| 2007 | 11.30% | 7.11% |
| 2006 | 10.96% | 0.74% |
| 2005 | 7.26% | 0.00% |
| 2004 | 0.47% | 0.00% |
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