PMO vs RFI
Comparison between Putnam Municipal Opportunities Trust (PMO, ETF) and Cohen & Steers Total Return Realty Fund Inc (RFI, ETF).
5-Year PerformanceRFI has outperformed PMO, delivering a return of +1.6% compared to -1.1%
PMO vs RFI - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
PMO vs RFI - Historical Returns
Returns include dividend reinvestment.
PMO vs RFI - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | PMO | RFI |
|---|---|---|
| 2026 | +1.73% | +9.28% |
| 2025 | +9.91% | +3.56% |
| 2024 | +2.45% | +5.12% |
| 2023 | -3.28% | +3.73% |
| 2022 | -19.78% | -21.85% |
| 2021 | +9.37% | +46.27% |
| 2020 | +9.03% | -0.47% |
| 2019 | +21.21% | +44.31% |
| 2018 | -4.43% | -8.47% |
| 2017 | +8.53% | +12.52% |
| 2016 | +2.30% | +4.60% |
| 2015 | +8.40% | +5.13% |
| 2014 | +18.82% | +19.90% |
| 2013 | -14.31% | -14.18% |
| 2012 | +12.61% | +33.99% |
| 2011 | +22.64% | -15.84% |
| 2010 | +4.65% | +71.15% |
| 2009 | +34.84% | +36.52% |
| 2008 | -17.87% | -39.02% |
| 2007 | -1.05% | -23.61% |
| 2006 | +10.34% | +25.10% |
| 2005 | -0.56% | +4.26% |
| 2004 | +0.91% | +20.62% |
| 2003 | +15.65% | +32.88% |
| 2002 | +1.00% | +10.37% |
| 2001 | +3.07% | +24.54% |
| 2000 | +18.39% | +18.76% |
| 1999 | -11.15% | -3.94% |
PMO vs RFI Drawdown Comparison
The maximum drawdown for PMO was -36.47%, occurring on Oct 23, 2023. This drawdown has not yet recovered.
The maximum drawdown for RFI was -73.68%, occurring on Mar 9, 2009. Recovery took 959 trading sessions.
The current PMO drawdown is -12.15%. The current RFI drawdown is -2.44%.
| Rank | PMO | RFI |
|---|---|---|
| #1 | -36.47% Dec 23, 2021 - Oct 23, 2023 | -73.68% Feb 5, 2007 - Nov 23, 2010 |
| #2 | -30.16% Apr 3, 2007 - Sep 3, 2009 | -50.51% Feb 11, 2020 - Feb 24, 2021 |
| #3 | -26.06% Feb 25, 2020 - Jul 17, 2020 | -34.30% Jan 4, 2022 - Oct 25, 2023 |
| #4 | -22.27% Nov 30, 2012 - Jan 15, 2015 | -26.40% Jan 3, 2011 - Apr 2, 2012 |
| #5 | -15.92% Oct 18, 2010 - Aug 17, 2011 | -26.19% Apr 5, 2013 - Jan 26, 2015 |
| #6 | -14.04% Aug 22, 2016 - Feb 14, 2019 | -22.94% Mar 31, 2004 - Dec 6, 2004 |
| #7 | -13.12% Apr 1, 2004 - Oct 27, 2006 | -19.73% Aug 15, 2001 - Jan 22, 2002 |
| #8 | -12.90% Nov 5, 1999 - Jul 11, 2000 | -17.69% Sep 6, 2012 - Dec 19, 2012 |
| #9 | -10.47% Oct 7, 2002 - May 6, 2003 | -16.32% Jan 10, 2006 - Sep 14, 2006 |
| #10 | -10.09% Sep 18, 2001 - Sep 4, 2002 | -16.29% Sep 4, 2018 - Jan 29, 2019 |
| #11 | -8.71% Aug 18, 2021 - Dec 20, 2021 | -15.70% Jul 28, 2016 - Dec 18, 2017 |
| #12 | -7.75% Jul 7, 2003 - Dec 18, 2003 | -15.08% Jun 21, 2002 - Sep 17, 2002 |
| #13 | -7.05% Aug 5, 2020 - Dec 15, 2020 | -13.43% Nov 12, 1999 - Apr 3, 2000 |
| #14 | -6.52% Feb 2, 2015 - Oct 21, 2015 | -13.08% Apr 27, 2012 - Aug 3, 2012 |
| #15 | -5.79% Jul 8, 2016 - Aug 17, 2016 | -12.91% Apr 1, 2015 - Mar 14, 2016 |
Correlation
Correlation between PMO and RFI is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.
Dividend Comparison (1999 - 2026)
PMO vs RFI dividend yield comparison.
| Year | PMO | RFI |
|---|---|---|
| 2026 | 2.35% | 4.88% |
| 2025 | 4.25% | 8.69% |
| 2024 | 4.15% | 8.29% |
| 2023 | 4.64% | 8.17% |
| 2022 | 5.87% | 10.02% |
| 2021 | 4.42% | 6.82% |
| 2020 | 4.65% | 7.61% |
| 2019 | 4.85% | 6.63% |
| 2018 | 5.55% | 8.93% |
| 2017 | 5.26% | 7.52% |
| 2016 | 5.89% | 7.93% |
| 2015 | 5.81% | 10.36% |
| 2014 | 5.95% | 9.85% |
| 2013 | 6.35% | 9.57% |
| 2012 | 5.82% | 9.59% |
| 2011 | 6.48% | 7.39% |
| 2010 | 7.32% | 9.68% |
| 2009 | 6.70% | 5.42% |
| 2008 | 7.36% | 18.37% |
| 2007 | 5.10% | 20.41% |
| 2006 | 5.04% | 14.52% |
| 2005 | 6.25% | 12.48% |
| 2004 | 7.59% | 5.86% |
| 2003 | 7.25% | 5.92% |
| 2002 | 7.47% | 6.77% |
| 2001 | 7.09% | 6.69% |
| 2000 | 2.91% | 8.08% |
| 1999 | 0.00% | 1.79% |
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