PTL vs PCN
Comparison between INSPIRE 500 ETF (PTL, ETF) and PIMCO Corporate & Income Strategy Fund (PCN, ETF).
PTL vs PCN - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
PTL
$870M
PCN
$866M
Expense Ratio
PTL
0.09%
PCN
N/A
Max Drawdown
Winner
PTL
20.02%
PCN
66.71%
Sharpe Ratio
Winner
PTL
1.04
PCN
-0.13
5Y Beta
PTL
1.01
Winner
PCN
0.37
P/E Ratio
PTL
32.27
PCN
N/A
Forward P/E
PTL
20.99
PCN
N/A
5Y Dividends CAGR
PTL
N/A
PCN
0.00%
5Y EPS CAGR
PTL
20.42%
PCN
N/A
P/S Ratio
PTL
3.21
PCN
N/A
P/B Ratio
PTL
4.52
PCN
N/A
PTL vs PCN - Historical Returns
Returns include dividend reinvestment.
1M
PTL
+1.30%
Winner
PCN
+1.65%
3M
PTL
+1.20%
Winner
PCN
+3.08%
6M
Winner
PTL
+8.87%
PCN
-2.26%
1Y
Winner
PTL
+19.60%
PCN
+1.47%
5Y(CAGR)
PTL
N/A
PCN
+0.98%
10Y(CAGR)
PTL
N/A
PCN
+6.91%
Max(CAGR)
Winner
PTL
+17.01%
PCN
+9.57%
PTL vs PCN - Annual Returns (2001 - 2026)
Returns include dividend reinvestment.
| Year | PTL | PCN |
|---|---|---|
| 2026 | +14.21% | -0.68% |
| 2025 | +17.88% | +4.82% |
| 2024 | +7.90% | +19.92% |
| 2023 | N/A | +14.25% |
| 2022 | N/A | -23.63% |
| 2021 | N/A | +7.41% |
| 2020 | N/A | -1.96% |
| 2019 | N/A | +35.29% |
| 2018 | N/A | -7.08% |
| 2017 | N/A | +25.20% |
| 2016 | N/A | +24.67% |
| 2015 | N/A | -4.28% |
| 2014 | N/A | +6.18% |
| 2013 | N/A | -0.04% |
| 2012 | N/A | +21.16% |
| 2011 | N/A | +13.26% |
| 2010 | N/A | +29.75% |
| 2009 | N/A | +35.40% |
| 2008 | N/A | -3.19% |
| 2007 | N/A | -13.18% |
| 2006 | N/A | +19.95% |
| 2005 | N/A | +5.48% |
| 2004 | N/A | +7.02% |
| 2003 | N/A | +26.92% |
| 2002 | N/A | +2.02% |
| 2001 | N/A | +0.07% |
PTL vs PCN Drawdown Comparison
The maximum drawdown for PTL was -19.72%, occurring on Apr 8, 2025. Recovery took 87 trading sessions.
The maximum drawdown for PCN was -61.08%, occurring on Mar 9, 2009. Recovery took 410 trading sessions.
The current PTL drawdown is -3.09%. The current PCN drawdown is -3.65%.
| Rank | PTL | PCN |
|---|---|---|
| #1 | -19.72% Feb 18, 2025 - Jun 24, 2025 | -61.08% Jan 31, 2008 - Sep 16, 2009 |
| #2 | -7.57% Feb 11, 2026 - Apr 13, 2026 | -50.25% Feb 13, 2020 - May 5, 2021 |
| #3 | -7.33% Jul 16, 2024 - Aug 23, 2024 | -33.35% Aug 13, 2021 - Oct 1, 2024 |
| #4 | -6.43% Oct 27, 2025 - Dec 5, 2025 | -24.93% Sep 13, 2018 - Jun 5, 2019 |
| #5 | -6.40% Mar 28, 2024 - Jul 11, 2024 | -23.93% Jul 8, 2011 - Jan 31, 2012 |
| #6 | -6.28% Nov 29, 2024 - Jan 21, 2025 | -22.07% Jun 5, 2007 - Jan 30, 2008 |
| #7 | -5.99% Jun 2, 2026 - Aug 13, 2026 | -18.87% Jan 22, 2004 - Sep 17, 2004 |
| #8 | -5.30% Dec 11, 2025 - Jan 15, 2026 | -17.45% May 10, 2013 - Jan 21, 2014 |
| #9 | -4.87% Aug 30, 2024 - Sep 19, 2024 | -16.49% Jun 20, 2014 - Apr 22, 2016 |
| #10 | -3.94% Oct 14, 2024 - Nov 6, 2024 | -14.57% Jun 13, 2002 - Jan 2, 2003 |
| #11 | -3.72% Oct 8, 2025 - Oct 27, 2025 | -14.00% Feb 19, 2025 - Sep 2, 2025 |
| #12 | -3.45% Jan 16, 2026 - Feb 9, 2026 | -13.27% Sep 8, 2016 - Jan 6, 2017 |
| #13 | -3.09% Aug 13, 2026 - Aug 24, 2026 | -12.07% Feb 8, 2005 - Jun 7, 2005 |
| #14 | -2.80% Jan 23, 2025 - Feb 18, 2025 | -11.66% Nov 10, 2010 - Jan 24, 2011 |
| #15 | -2.79% Nov 11, 2024 - Nov 22, 2024 | -11.54% Apr 12, 2010 - Jun 15, 2010 |
Correlation
Correlation between PTL and PCN is 0.66 which considered as a moderate positive correlation - the stocks show some tendency to move together.
0.66
-101
Dividend Comparison (2002 - 2026)
PTL vs PCN dividend yield comparison.
| Year | PTL | PCN |
|---|---|---|
| 2026 | 0.60% | 7.68% |
| 2025 | 1.24% | 10.58% |
| 2024 | 0.92% | 10.06% |
| 2023 | 0.00% | 10.88% |
| 2022 | 0.00% | 12.66% |
| 2021 | 0.00% | 7.89% |
| 2020 | 0.00% | 7.83% |
| 2019 | 0.00% | 7.37% |
| 2018 | 0.00% | 9.60% |
| 2017 | 0.00% | 7.85% |
| 2016 | 0.00% | 11.98% |
| 2015 | 0.00% | 10.22% |
| 2014 | 0.00% | 11.27% |
| 2013 | 0.00% | 14.56% |
| 2012 | 0.00% | 8.72% |
| 2011 | 0.00% | 11.06% |
| 2010 | 0.00% | 10.81% |
| 2009 | 0.00% | 13.46% |
| 2008 | 0.00% | 11.08% |
| 2007 | 0.00% | 9.91% |
| 2006 | 0.00% | 8.46% |
| 2005 | 0.00% | 9.06% |
| 2004 | 0.00% | 10.12% |
| 2003 | 0.00% | 10.87% |
| 2002 | 0.00% | 11.43% |
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