PMJIX vs. CCASX

In the year-to-date period, PMJIX achieves a -9.21% return, which is significantly lower than CCASX's -8.14% return.

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PMJIX has a 0.50% expense ratio, which is lower than CCASX's 1.10% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for PIMCO RAE US Small Fund (PMJIX) and Conestoga Small Cap (CCASX). 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 PMJIX Sharpe Ratio is -0.06, which is lower than the CCASX Sharpe Ratio of 0.07. The chart below compares the historical Sharpe Ratios of PMJIX and CCASX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

PMJIX's dividend yield for the trailing twelve months is around 3.59%, while CCASX has not paid dividends to shareholders.

The maximum PMJIX drawdown since its inception was -48.15%, roughly equal to the maximum CCASX drawdown of -48.01%. Use the drawdown chart below to compare losses from any high point for PMJIX and CCASX.

PIMCO RAE US Small Fund (PMJIX) and Conestoga Small Cap (CCASX) have volatilities of 6.48% and 6.32%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.