PCN vs. PTY

In the year-to-date period, PCN achieves a -0.80% return, which is significantly lower than PTY's -0.15% return. Over the past 10 years, PCN has underperformed PTY with an annualized return of 7.96%, while PTY has yielded a comparatively higher 9.61% annualized return.

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PCN has a 0.85% expense ratio, which is lower than PTY's 1.19% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for PIMCO Corporate & Income Strategy Fund (PCN) and PIMCO Corporate & Income Opportunity Fund (PTY). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

The current PCN Sharpe Ratio is 0.60, which is higher than the PTY Sharpe Ratio of 0.44. The chart below compares the historical Sharpe Ratios of PCN and PTY, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

PCN's dividend yield for the trailing twelve months is around 10.64%, more than PTY's 10.37% yield.

The maximum PCN drawdown since its inception was -61.14%, roughly equal to the maximum PTY drawdown of -61.19%. Use the drawdown chart below to compare losses from any high point for PCN and PTY.

PIMCO Corporate & Income Strategy Fund (PCN) has a higher volatility of 2.61% compared to PIMCO Corporate & Income Opportunity Fund (PTY) at 2.23%. This indicates that PCN's price experiences larger fluctuations and is considered to be riskier than PTY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.