XRT vs PFL
Comparison between STATE STREET(R) SPDR(R) S&P(R) RETAIL ETF (XRT, ETF) and Pimco Income Strategy Fund (PFL, ETF).
5-Year PerformancePFL has outperformed XRT, delivering a return of +1.8% compared to -0.1%
XRT vs PFL - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
XRT vs PFL - Historical Returns
Returns include dividend reinvestment.
XRT vs PFL - Annual Returns (2003 - 2026)
Returns include dividend reinvestment.
| Year | XRT | PFL |
|---|---|---|
| 2026 | +3.48% | -1.30% |
| 2025 | +8.37% | +11.82% |
| 2024 | +11.87% | +11.12% |
| 2023 | +22.39% | +13.96% |
| 2022 | -32.60% | -18.24% |
| 2021 | +44.39% | +5.12% |
| 2020 | +43.03% | +7.28% |
| 2019 | +12.53% | +18.44% |
| 2018 | -9.69% | +1.32% |
| 2017 | +3.67% | +21.16% |
| 2016 | +3.96% | +21.05% |
| 2015 | -8.22% | -9.22% |
| 2014 | +10.68% | +14.79% |
| 2013 | +41.11% | -4.61% |
| 2012 | +20.74% | +35.22% |
| 2011 | +8.95% | -0.77% |
| 2010 | +36.05% | +13.49% |
| 2009 | +70.36% | +73.44% |
| 2008 | -37.25% | -50.21% |
| 2007 | -17.26% | -13.07% |
| 2006 | +9.62% | +18.15% |
| 2005 | N/A | -5.19% |
| 2004 | N/A | +12.73% |
| 2003 | N/A | +0.72% |
XRT vs PFL Drawdown Comparison
The maximum drawdown for XRT was -65.82%, occurring on Nov 20, 2008. Recovery took 722 trading sessions.
The maximum drawdown for PFL was -77.93%, occurring on Mar 9, 2009. Recovery took 1006 trading sessions.
The current XRT drawdown is -8.34%. The current PFL drawdown is -2.85%.
| Rank | XRT | PFL |
|---|---|---|
| #1 | -65.82% Jun 1, 2007 - Apr 14, 2010 | -77.93% Jun 18, 2007 - Jun 14, 2011 |
| #2 | -47.00% Aug 23, 2018 - Aug 10, 2020 | -48.37% Feb 19, 2020 - Dec 8, 2020 |
| #3 | -44.57% Nov 16, 2021 - Sep 30, 2022 | -33.25% Sep 1, 2021 - Aug 4, 2025 |
| #4 | -24.17% Jul 16, 2015 - Jun 7, 2018 | -26.65% Jul 8, 2011 - Jul 2, 2012 |
| #5 | -22.20% Jul 7, 2011 - Feb 3, 2012 | -18.95% Nov 11, 2014 - Jul 7, 2016 |
| #6 | -21.95% Apr 26, 2010 - Nov 5, 2010 | -18.45% May 8, 2013 - Jun 30, 2014 |
| #7 | -16.54% Jan 27, 2021 - Mar 10, 2021 | -15.09% Feb 7, 2005 - Jun 5, 2006 |
| #8 | -12.36% Nov 27, 2013 - Jul 3, 2014 | -13.47% Jun 5, 2018 - Mar 19, 2019 |
| #9 | -10.65% Mar 12, 2021 - May 3, 2021 | -8.48% Oct 8, 2012 - Jan 4, 2013 |
| #10 | -10.08% Mar 26, 2012 - Sep 6, 2012 | -7.62% Feb 27, 2026 - Mar 27, 2026 |
| #11 | -9.18% Oct 15, 2020 - Nov 16, 2020 | -7.51% Sep 19, 2014 - Nov 4, 2014 |
| #12 | -9.14% Jul 1, 2021 - Nov 3, 2021 | -7.35% Aug 2, 2019 - Oct 22, 2019 |
| #13 | -9.04% May 12, 2011 - Jul 1, 2011 | -5.91% Oct 5, 2017 - Apr 3, 2018 |
| #14 | -8.66% Sep 2, 2020 - Oct 7, 2020 | -5.86% Nov 12, 2004 - Jan 7, 2005 |
| #15 | -8.45% Feb 20, 2007 - Apr 9, 2007 | -5.54% Sep 8, 2016 - Dec 23, 2016 |
Correlation
Correlation between XRT and PFL is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.
Dividend Comparison (2003 - 2026)
XRT vs PFL dividend yield comparison.
| Year | XRT | PFL |
|---|---|---|
| 2026 | 0.45% | 7.32% |
| 2025 | 0.77% | 11.59% |
| 2024 | 1.52% | 11.66% |
| 2023 | 1.40% | 11.57% |
| 2022 | 2.15% | 12.04% |
| 2021 | 1.55% | 9.53% |
| 2020 | 1.01% | 9.44% |
| 2019 | 1.57% | 9.11% |
| 2018 | 1.51% | 9.94% |
| 2017 | 1.52% | 9.25% |
| 2016 | 1.36% | 10.22% |
| 2015 | 1.30% | 11.09% |
| 2014 | 0.74% | 10.39% |
| 2013 | 0.60% | 9.55% |
| 2012 | 1.66% | 10.52% |
| 2011 | 0.95% | 10.19% |
| 2010 | 0.99% | 9.87% |
| 2009 | 1.35% | 18.58% |
| 2008 | 2.60% | 19.85% |
| 2007 | 0.44% | 13.13% |
| 2006 | 0.20% | 9.73% |
| 2005 | 0.00% | 7.72% |
| 2004 | 0.00% | 5.36% |
| 2003 | 0.00% | 1.18% |
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