TY vs RWJ
Comparison between Tri-Continental Corp (TY, ETF) and INVESCO S&P SMALLCAP 600 REVENUE ETF (RWJ, ETF).
5-Year PerformanceTY has outperformed RWJ, delivering a return of +10.6% compared to +10.5%
TY vs RWJ - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
TY vs RWJ - Historical Returns
Returns include dividend reinvestment.
TY vs RWJ - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | TY | RWJ |
|---|---|---|
| 2026 | +9.41% | +22.25% |
| 2025 | +17.62% | +8.28% |
| 2024 | +22.64% | +11.98% |
| 2023 | +17.19% | +16.69% |
| 2022 | -16.33% | -12.27% |
| 2021 | +31.10% | +54.19% |
| 2020 | +12.05% | +21.02% |
| 2019 | +28.15% | +17.99% |
| 2018 | -5.84% | -18.19% |
| 2017 | +27.70% | +4.20% |
| 2016 | +16.71% | +32.88% |
| 2015 | -2.05% | -7.94% |
| 2014 | +11.95% | +7.70% |
| 2013 | +26.03% | +41.60% |
| 2012 | +15.67% | +16.48% |
| 2011 | +4.25% | -2.72% |
| 2010 | +20.29% | +22.38% |
| 2009 | +16.94% | +44.07% |
| 2008 | -44.86% | -27.28% |
| 2007 | +3.50% | N/A |
| 2006 | +20.29% | N/A |
| 2005 | +4.01% | N/A |
| 2004 | +12.95% | N/A |
| 2003 | +21.39% | N/A |
| 2002 | -28.57% | N/A |
| 2001 | -3.49% | N/A |
| 2000 | -21.17% | N/A |
| 1999 | -8.03% | N/A |
TY vs RWJ Drawdown Comparison
The maximum drawdown for TY was -67.68%, occurring on Mar 9, 2009. Recovery took 3488 trading sessions.
The maximum drawdown for RWJ was -55.96%, occurring on Mar 9, 2009. Recovery took 267 trading sessions.
The current TY drawdown is -1.32%. The current RWJ drawdown is -0.43%.
| Rank | TY | RWJ |
|---|---|---|
| #1 | -67.68% Dec 7, 1999 - Oct 18, 2013 | -55.96% Sep 19, 2008 - Oct 12, 2009 |
| #2 | -38.60% Feb 12, 2020 - Nov 13, 2020 | -51.34% Aug 22, 2018 - Nov 23, 2020 |
| #3 | -20.75% Dec 27, 2021 - Feb 9, 2024 | -29.29% Nov 25, 2024 - Sep 18, 2025 |
| #4 | -17.72% Apr 24, 2015 - Jul 13, 2016 | -27.42% Jul 7, 2011 - Feb 2, 2012 |
| #5 | -17.66% Oct 1, 2018 - Apr 3, 2019 | -25.83% Jun 23, 2015 - Nov 10, 2016 |
| #6 | -16.08% Jan 24, 2025 - Jun 27, 2025 | -25.57% Nov 16, 2021 - Mar 21, 2024 |
| #7 | -8.00% Jan 24, 2018 - Aug 7, 2018 | -22.98% Apr 23, 2010 - Dec 9, 2010 |
| #8 | -7.84% Sep 5, 2014 - Nov 3, 2014 | -15.40% Mar 26, 2012 - Sep 13, 2012 |
| #9 | -6.80% Feb 10, 2026 - Apr 14, 2026 | -14.85% Jun 5, 2008 - Sep 19, 2008 |
| #10 | -6.34% Jul 31, 2024 - Aug 19, 2024 | -13.64% Oct 15, 2009 - Jan 7, 2010 |
| #11 | -6.33% Dec 26, 2013 - Mar 31, 2014 | -13.63% Jul 3, 2014 - Dec 26, 2014 |
| #12 | -6.25% May 3, 2019 - Jun 20, 2019 | -12.72% Jun 8, 2021 - Nov 3, 2021 |
| #13 | -5.93% Jul 29, 2019 - Oct 25, 2019 | -12.59% Jan 27, 2021 - Mar 5, 2021 |
| #14 | -5.06% Mar 28, 2024 - May 20, 2024 | -12.32% Feb 21, 2017 - Oct 2, 2017 |
| #15 | -4.55% Nov 26, 2014 - Dec 23, 2014 | -12.23% Mar 12, 2021 - Jun 1, 2021 |
Correlation
Correlation between TY and RWJ is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.
Dividend Comparison (1999 - 2026)
TY vs RWJ dividend yield comparison.
| Year | TY | RWJ |
|---|---|---|
| 2026 | 1.62% | 0.52% |
| 2025 | 11.97% | 1.11% |
| 2024 | 10.61% | 1.15% |
| 2023 | 4.36% | 1.34% |
| 2022 | 8.71% | 1.02% |
| 2021 | 14.13% | 0.61% |
| 2020 | 6.25% | 0.89% |
| 2019 | 6.86% | 1.22% |
| 2018 | 8.13% | 1.44% |
| 2017 | 4.69% | 1.11% |
| 2016 | 4.12% | 0.61% |
| 2015 | 4.05% | 0.74% |
| 2014 | 3.51% | 0.57% |
| 2013 | 3.38% | 1.27% |
| 2012 | 3.74% | 1.34% |
| 2011 | 1.93% | 0.37% |
| 2010 | 1.81% | 0.39% |
| 2009 | 3.32% | 0.24% |
| 2008 | 21.44% | 0.85% |
| 2007 | 11.69% | 0.00% |
| 2006 | 1.25% | 0.00% |
| 2005 | 1.29% | 0.00% |
| 2004 | 1.26% | 0.00% |
| 2003 | 1.04% | 0.00% |
| 2002 | 1.96% | 0.00% |
| 2001 | 7.43% | 0.00% |
| 2000 | 1.56% | 0.00% |
| 1999 | 0.43% | 0.00% |
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