WAMA vs PNI
Comparison between WISDOMTREE U.S. ADAPTIVE MOVING AVERAGE FUND (WAMA, ETF) and Pimco New York Municipal Income Fund II (PNI, ETF).
WAMA vs PNI - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
WAMA
$189M
PNI
$188M
Expense Ratio
WAMA
0.32%
PNI
N/A
Max Drawdown
Winner
WAMA
4.37%
PNI
64.22%
Sharpe Ratio
WAMA
0.48
Winner
PNI
0.90
5Y Beta
WAMA
0.97
Winner
PNI
0.13
P/E Ratio
WAMA
28.44
PNI
N/A
Forward P/E
WAMA
21.89
PNI
N/A
PEG Ratio
WAMA
0.40
PNI
N/A
5Y Dividends CAGR
WAMA
N/A
PNI
-4.39%
5Y EPS CAGR
WAMA
28.39%
PNI
N/A
Debt to Equity
WAMA
41.59%
PNI
N/A
P/S Ratio
WAMA
3.63
PNI
N/A
P/B Ratio
WAMA
5.76
PNI
N/A
WAMA vs PNI - Historical Returns
Returns include dividend reinvestment.
1M
WAMA
+0.53%
Winner
PNI
+1.43%
3M
WAMA
N/A
PNI
+2.21%
6M
WAMA
N/A
PNI
+4.94%
1Y
WAMA
N/A
PNI
+11.09%
5Y(CAGR)
WAMA
N/A
PNI
-5.66%
10Y(CAGR)
WAMA
N/A
PNI
-2.02%
Max(CAGR)
Winner
WAMA
+9.77%
PNI
+2.74%
WAMA vs PNI - Annual Returns (2002 - 2026)
Returns include dividend reinvestment.
| Year | WAMA | PNI |
|---|---|---|
| 2026 | +0.95% | +4.49% |
| 2025 | N/A | +0.74% |
| 2024 | N/A | -0.59% |
| 2023 | N/A | -0.22% |
| 2022 | N/A | -26.08% |
| 2021 | N/A | +8.85% |
| 2020 | N/A | -5.47% |
| 2019 | N/A | +17.54% |
| 2018 | N/A | -6.93% |
| 2017 | N/A | +4.74% |
| 2016 | N/A | +2.82% |
| 2015 | N/A | +7.62% |
| 2014 | N/A | +26.98% |
| 2013 | N/A | -16.64% |
| 2012 | N/A | +18.08% |
| 2011 | N/A | +16.17% |
| 2010 | N/A | +1.49% |
| 2009 | N/A | +61.88% |
| 2008 | N/A | -45.31% |
| 2007 | N/A | -9.31% |
| 2006 | N/A | +1.82% |
| 2005 | N/A | +22.84% |
| 2004 | N/A | +8.37% |
| 2003 | N/A | +5.03% |
| 2002 | N/A | -3.93% |
WAMA vs PNI Drawdown Comparison
The maximum drawdown for WAMA was -4.37%, occurring on Jun 10, 2026. This drawdown has not yet recovered.
The maximum drawdown for PNI was -59.91%, occurring on Dec 15, 2008. Recovery took 987 trading sessions.
The current WAMA drawdown is -2.49%. The current PNI drawdown is -26.01%.
| Rank | WAMA | PNI |
|---|---|---|
| #1 | -4.37% Jun 2, 2026 - Jun 10, 2026 | -59.91% Feb 7, 2008 - Jan 6, 2012 |
| #2 | -1.91% May 14, 2026 - May 26, 2026 | -44.12% Aug 4, 2021 - Oct 27, 2023 |
| #3 | -0.39% May 6, 2026 - May 8, 2026 | -34.33% Feb 27, 2020 - Jul 6, 2021 |
| #4 | -0.06% May 11, 2026 - May 13, 2026 | -22.88% Nov 30, 2012 - Dec 3, 2014 |
| #5 | N/A | -20.89% Jul 8, 2016 - Jan 7, 2020 |
| #6 | N/A | -14.60% Mar 17, 2004 - Oct 15, 2004 |
| #7 | N/A | -14.08% Apr 24, 2007 - Feb 7, 2008 |
| #8 | N/A | -12.73% Jan 9, 2006 - Nov 29, 2006 |
| #9 | N/A | -8.04% Jul 2, 2003 - Jan 22, 2004 |
| #10 | N/A | -7.48% Jul 18, 2002 - May 14, 2003 |
| #11 | N/A | -7.30% Sep 30, 2005 - Dec 12, 2005 |
| #12 | N/A | -7.19% Feb 9, 2012 - May 1, 2012 |
| #13 | N/A | -6.86% Feb 4, 2015 - Oct 26, 2015 |
| #14 | N/A | -6.72% Mar 7, 2005 - May 2, 2005 |
| #15 | N/A | -4.78% Oct 26, 2015 - Dec 21, 2015 |
Correlation
Correlation between WAMA and PNI is -1.00 which considered as a very strong negative correlation - the stocks move almost identically in opposite directions.
-1.00
-101
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