PTY vs. PCN

In the year-to-date period, PTY achieves a -0.72% return, which is significantly higher than PCN's -1.67% return. Over the past 10 years, PTY has outperformed PCN with an annualized return of 9.43%, while PCN has yielded a comparatively lower 7.95% annualized return.

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

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.

The current PTY Sharpe Ratio is 0.55, which is comparable to the PCN Sharpe Ratio of 0.70. The chart below compares the historical Sharpe Ratios of PTY and PCN, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

PTY's dividend yield for the trailing twelve months is around 10.34%, less than PCN's 10.64% yield.

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.