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PTY vs PCN

Comparison between PIMCO Corporate & Income Opportunity Fund (PTY, ETF) and PIMCO Corporate & Income Strategy Fund (PCN, ETF).

5-Year PerformancePCN has outperformed PTY, delivering a return of +0.7% compared to -0.4%

PTY vs PCN - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
Winner
PTY
$2.50B
PCN
$864M
Max Drawdown
PTY
69.69%
Winner
PCN
66.71%
Sharpe Ratio
PTY
-0.74
Winner
PCN
-0.14
5Y Beta
Winner
PTY
0.37
PCN
0.38
5Y Dividends CAGR
PTY
1.55%
Winner
PCN
3.40%

PTY vs PCN - Historical Returns

Returns include dividend reinvestment.

1M
PTY
-2.24%
Winner
PCN
-1.74%
3M
Winner
PTY
-2.86%
PCN
-3.59%
6M
PTY
-4.58%
Winner
PCN
-1.79%
1Y
PTY
-4.59%
Winner
PCN
+2.12%
5Y(CAGR)
PTY
-0.37%
Winner
PCN
+0.72%
10Y(CAGR)
Winner
PTY
+8.33%
PCN
+7.17%
Max(CAGR)
Winner
PTY
+10.79%
PCN
+9.52%

PTY vs PCN - Annual Returns (2001 - 2026)

Returns include dividend reinvestment.

YearPTYPCN
2026-3.61%-3.66%
2025-0.67%+4.82%
2024+18.80%+19.92%
2023+20.09%+14.25%
2022-19.88%-23.63%
2021+0.41%+7.41%
2020+3.32%-1.96%
2019+33.03%+35.29%
2018+2.18%-7.08%
2017+27.10%+25.20%
2016+17.50%+24.67%
2015-9.11%-4.28%
2014+2.07%+6.18%
2013+3.99%-0.04%
2012+28.59%+21.16%
2011+13.77%+13.26%
2010+38.58%+29.75%
2009+52.71%+35.40%
2008-15.60%-3.19%
2007-13.19%-13.18%
2006+12.83%+19.95%
2005+6.86%+5.48%
2004+18.02%+7.02%
2003+28.16%+26.92%
2002+0.00%+2.02%
2001N/A+0.07%

PTY vs PCN Drawdown Comparison

The maximum drawdown for PTY was -60.85%, occurring on Mar 9, 2009. Recovery took 571 trading sessions.

The maximum drawdown for PCN was -61.08%, occurring on Mar 9, 2009. Recovery took 410 trading sessions.

The current PTY drawdown is -12.59%. The current PCN drawdown is -6.53%.

RankPTYPCN
#1-60.85%
May 7, 2007 - Aug 11, 2009
-61.08%
Jan 31, 2008 - Sep 16, 2009
#2-46.52%
Feb 20, 2020 - Feb 5, 2021
-50.25%
Feb 13, 2020 - May 5, 2021
#3-41.34%
Aug 11, 2021 - Sep 8, 2025
-33.35%
Aug 13, 2021 - Oct 1, 2024
#4-25.90%
Mar 25, 2011 - Mar 1, 2012
-24.93%
Sep 13, 2018 - Jun 5, 2019
#5-23.24%
Dec 4, 2014 - Aug 9, 2016
-23.93%
Jul 8, 2011 - Jan 31, 2012
#6-22.68%
Jun 12, 2018 - Apr 1, 2019
-22.07%
Jun 5, 2007 - Jan 30, 2008
#7-21.99%
May 8, 2013 - Feb 11, 2014
-18.87%
Jan 22, 2004 - Sep 17, 2004
#8-15.43%
Oct 9, 2025 - Mar 27, 2026
-17.45%
May 10, 2013 - Jan 21, 2014
#9-15.02%
Jan 21, 2004 - Aug 13, 2004
-16.49%
Jun 20, 2014 - Apr 22, 2016
#10-13.24%
Feb 7, 2005 - Jun 8, 2005
-14.57%
Jun 13, 2002 - Jan 2, 2003
#11-12.51%
Sep 9, 2014 - Nov 28, 2014
-14.00%
Feb 19, 2025 - Sep 2, 2025
#12-12.20%
Nov 9, 2010 - Jan 14, 2011
-13.27%
Sep 8, 2016 - Jan 6, 2017
#13-10.79%
Jun 13, 2003 - Oct 29, 2003
-12.07%
Feb 8, 2005 - Jun 7, 2005
#14-10.79%
Sep 19, 2006 - May 2, 2007
-11.66%
Nov 10, 2010 - Jan 24, 2011
#15-10.46%
Apr 23, 2010 - Jun 14, 2010
-11.54%
Apr 12, 2010 - Jun 15, 2010

Correlation

Correlation between PTY and PCN is 1.00 which considered as a very strong positive correlation - the stocks move almost identically together.

1.00
-101

Dividend Comparison (2002 - 2026)

PTY vs PCN dividend yield comparison.

YearPTYPCN
20265.01%4.81%
202511.05%10.58%
20249.92%10.06%
202310.77%10.88%
202213.12%12.66%
20219.16%7.89%
20208.74%7.83%
20198.37%7.37%
201810.63%9.60%
20179.48%7.85%
201612.09%11.98%
201511.92%10.22%
201413.90%11.27%
201319.70%14.56%
201212.98%8.72%
201111.92%11.06%
201012.20%10.81%
200913.61%13.46%
200813.19%11.08%
200710.26%9.91%
200611.10%8.46%
200510.12%9.06%
200412.94%10.12%
200310.80%10.87%
20020.00%11.43%

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