PTY vs. PCN
Compare and contrast key facts about PIMCO Corporate & Income Opportunity Fund (PTY) and PIMCO Corporate & Income Strategy Fund (PCN).
PTY is managed by FPA. It was launched on Dec 24, 2002. PCN is managed by PIMCO. It was launched on Dec 20, 2001.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: PTY or PCN.
Correlation
The correlation between PTY and PCN is 0.58, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
PTY vs. PCN - Performance Comparison
Key characteristics
PTY:
2.05
PCN:
1.28
PTY:
2.38
PCN:
1.49
PTY:
1.58
PCN:
1.31
PTY:
0.90
PCN:
0.86
PTY:
6.70
PCN:
3.35
PTY:
2.39%
PCN:
4.07%
PTY:
7.84%
PCN:
10.69%
PTY:
-61.19%
PCN:
-61.13%
PTY:
-2.40%
PCN:
-0.22%
Returns By Period
The year-to-date returns for both stocks are quite close, with PTY having a 4.27% return and PCN slightly lower at 4.26%. Over the past 10 years, PTY has outperformed PCN with an annualized return of 9.53%, while PCN has yielded a comparatively lower 8.65% annualized return.
PTY
4.27%
2.48%
9.03%
15.13%
4.25%
9.53%
PCN
4.26%
2.54%
8.41%
13.21%
1.96%
8.65%
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PTY vs. PCN - Expense Ratio Comparison
PTY has a 1.19% expense ratio, which is higher than PCN's 0.85% expense ratio.
Risk-Adjusted Performance
PTY vs. PCN — Risk-Adjusted Performance Rank
PTY
PCN
PTY vs. PCN - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for PIMCO Corporate & Income Opportunity Fund (PTY) and PIMCO Corporate & Income Strategy Fund (PCN). 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.
Dividends
PTY vs. PCN - Dividend Comparison
PTY's dividend yield for the trailing twelve months is around 9.69%, less than PCN's 9.85% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PTY PIMCO Corporate & Income Opportunity Fund | 9.69% | 9.93% | 10.77% | 13.12% | 9.16% | 8.74% | 8.89% | 10.63% | 9.48% | 11.81% | 12.67% | 13.90% |
PCN PIMCO Corporate & Income Strategy Fund | 9.85% | 10.10% | 10.93% | 12.71% | 7.93% | 7.87% | 7.41% | 9.64% | 7.88% | 12.02% | 10.27% | 11.31% |
Drawdowns
PTY vs. PCN - Drawdown Comparison
The maximum PTY drawdown since its inception was -61.19%, roughly equal to the maximum PCN drawdown of -61.13%. Use the drawdown chart below to compare losses from any high point for PTY and PCN. For additional features, visit the drawdowns tool.
Volatility
PTY vs. PCN - Volatility Comparison
The current volatility for PIMCO Corporate & Income Opportunity Fund (PTY) is 0.62%, while PIMCO Corporate & Income Strategy Fund (PCN) has a volatility of 1.29%. This indicates that PTY experiences smaller price fluctuations and is considered to be less risky than PCN based on this measure. The chart below showcases a comparison of their rolling one-month volatility.