PTY vs JMOM
Comparison between PIMCO Corporate & Income Opportunity Fund (PTY, ETF) and JPMORGAN U.S. MOMENTUM FACTOR ETF (JMOM, ETF).
5-Year PerformanceJMOM has outperformed PTY, delivering a return of +14.4% compared to -1.1%
PTY vs JMOM - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
PTY vs JMOM - Historical Returns
Returns include dividend reinvestment.
PTY vs JMOM - Annual Returns (2002 - 2026)
Returns include dividend reinvestment.
| Year | PTY | JMOM |
|---|---|---|
| 2026 | -1.75% | +23.00% |
| 2025 | -0.67% | +17.75% |
| 2024 | +18.80% | +29.74% |
| 2023 | +20.09% | +23.74% |
| 2022 | -19.88% | -20.41% |
| 2021 | +0.41% | +26.82% |
| 2020 | +3.32% | +28.12% |
| 2019 | +33.03% | +28.88% |
| 2018 | +2.18% | -5.24% |
| 2017 | +27.10% | +3.32% |
| 2016 | +17.50% | N/A |
| 2015 | -9.11% | N/A |
| 2014 | +2.07% | N/A |
| 2013 | +3.99% | N/A |
| 2012 | +28.59% | N/A |
| 2011 | +13.77% | N/A |
| 2010 | +38.58% | N/A |
| 2009 | +52.71% | N/A |
| 2008 | -15.60% | N/A |
| 2007 | -13.19% | N/A |
| 2006 | +12.83% | N/A |
| 2005 | +6.86% | N/A |
| 2004 | +18.02% | N/A |
| 2003 | +28.16% | N/A |
| 2002 | +0.00% | N/A |
PTY vs JMOM Drawdown Comparison
The maximum drawdown for PTY was -60.85%, occurring on Mar 9, 2009. Recovery took 571 trading sessions.
The maximum drawdown for JMOM was -34.31%, occurring on Mar 23, 2020. Recovery took 105 trading sessions.
The current PTY drawdown is -10.89%. The current JMOM drawdown is -1.39%.
| Rank | PTY | JMOM |
|---|---|---|
| #1 | -60.85% May 7, 2007 - Aug 11, 2009 | -34.31% Feb 19, 2020 - Jul 20, 2020 |
| #2 | -46.52% Feb 20, 2020 - Feb 5, 2021 | -28.27% Nov 16, 2021 - Jan 30, 2024 |
| #3 | -41.34% Aug 11, 2021 - Sep 8, 2025 | -21.59% Oct 3, 2018 - Jun 10, 2019 |
| #4 | -25.90% Mar 25, 2011 - Mar 1, 2012 | -19.51% Feb 18, 2025 - Jun 24, 2025 |
| #5 | -23.24% Dec 4, 2014 - Aug 9, 2016 | -10.94% Feb 12, 2021 - Apr 15, 2021 |
| #6 | -22.68% Jun 12, 2018 - Apr 1, 2019 | -9.09% Jan 26, 2018 - Jun 5, 2018 |
| #7 | -21.99% May 8, 2013 - Feb 11, 2014 | -8.49% Jul 16, 2024 - Aug 23, 2024 |
| #8 | -15.43% Oct 9, 2025 - Mar 27, 2026 | -8.34% Oct 13, 2020 - Nov 24, 2020 |
| #9 | -15.02% Jan 21, 2004 - Aug 13, 2004 | -8.27% Sep 2, 2020 - Oct 9, 2020 |
| #10 | -13.24% Feb 7, 2005 - Jun 8, 2005 | -8.02% Jun 30, 2026 - Jul 29, 2026 |
| #11 | -12.51% Sep 9, 2014 - Nov 28, 2014 | -7.87% Mar 2, 2026 - Apr 8, 2026 |
| #12 | -12.20% Nov 9, 2010 - Jan 14, 2011 | -6.88% Apr 26, 2021 - Jun 14, 2021 |
| #13 | -10.79% Jun 13, 2003 - Oct 29, 2003 | -6.63% Sep 3, 2021 - Oct 21, 2021 |
| #14 | -10.79% Sep 19, 2006 - May 2, 2007 | -6.24% Mar 21, 2024 - May 15, 2024 |
| #15 | -10.46% Apr 23, 2010 - Jun 14, 2010 | -6.18% Dec 4, 2024 - Jan 23, 2025 |
Correlation
Correlation between PTY and JMOM is 0.86 which considered as a strong positive correlation - the stocks tend to move together.
Dividend Comparison (2003 - 2026)
PTY vs JMOM dividend yield comparison.
| Year | PTY | JMOM |
|---|---|---|
| 2026 | 7.02% | 0.33% |
| 2025 | 11.05% | 0.86% |
| 2024 | 9.92% | 0.75% |
| 2023 | 10.77% | 1.21% |
| 2022 | 13.12% | 1.39% |
| 2021 | 9.16% | 0.64% |
| 2020 | 8.74% | 0.85% |
| 2019 | 8.37% | 1.11% |
| 2018 | 10.63% | 1.38% |
| 2017 | 9.48% | 0.29% |
| 2016 | 12.09% | 0.00% |
| 2015 | 11.92% | 0.00% |
| 2014 | 13.90% | 0.00% |
| 2013 | 19.70% | 0.00% |
| 2012 | 12.98% | 0.00% |
| 2011 | 11.92% | 0.00% |
| 2010 | 12.20% | 0.00% |
| 2009 | 13.61% | 0.00% |
| 2008 | 13.19% | 0.00% |
| 2007 | 10.26% | 0.00% |
| 2006 | 11.10% | 0.00% |
| 2005 | 10.12% | 0.00% |
| 2004 | 12.94% | 0.00% |
| 2003 | 10.80% | 0.00% |
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