WCP.TO vs. PMIF.TO
WCP.TO (Whitecap Resources Inc.) is a stock, while PMIF.TO (PIMCO Monthly Income Fund (Canada)) is fund fund. Over the past 5 years, WCP.TO returned 25.87%/yr vs 3.28%/yr for PMIF.TO. At a correlation of -0.01, they often move in opposite directions.
Performance
WCP.TO vs. PMIF.TO - Performance Comparison
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Returns By Period
In the year-to-date period, WCP.TO achieves a 34.24% return, which is significantly higher than PMIF.TO's 0.99% return.
WCP.TO
- 1D
- 0.93%
- 1M
- -6.77%
- YTD
- 34.24%
- 6M
- 35.18%
- 1Y
- 77.15%
- 3Y*
- 26.87%
- 5Y*
- 25.87%
- 10Y*
- 10.72%
PMIF.TO
- 1D
- 0.22%
- 1M
- 1.03%
- YTD
- 0.99%
- 6M
- 1.07%
- 1Y
- 6.25%
- 3Y*
- 6.42%
- 5Y*
- 3.28%
- 10Y*
- —
WCP.TO vs. PMIF.TO - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
WCP.TO Whitecap Resources Inc. | 34.24% | 21.33% | 23.63% | -12.27% | 49.10% | 59.41% | -3.54% | 37.55% | -49.21% | -6.98% |
PMIF.TO PIMCO Monthly Income Fund (Canada) | 0.99% | 9.04% | 5.20% | 7.55% | -6.32% | 1.90% | 3.93% | 7.09% | 0.59% | 0.49% |
Correlation
The correlation between WCP.TO and PMIF.TO is -0.27, meaning they tend to move in opposite directions. This is especially valuable for risk management - when one declines, the other has historically tended to hold steady or rise.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | -0.27 |
Correlation (3Y) Calculated over the trailing 3-year period | -0.10 |
Correlation (5Y) Calculated over the trailing 5-year period | -0.02 |
Correlation (All Time) Calculated using the full available price history since Oct 2, 2017 | -0.01 |
Over the past year, the inverse relationship between WCP.TO and PMIF.TO has strengthened: their correlation has moved from -0.01 to -0.27, meaning they now move in opposite directions more often than their long-term average.
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Return for Risk
WCP.TO vs. PMIF.TO — Risk / Return Rank
WCP.TO
PMIF.TO
WCP.TO vs. PMIF.TO - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Whitecap Resources Inc. (WCP.TO) and PIMCO Monthly Income Fund (Canada) (PMIF.TO). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| WCP.TO | PMIF.TO | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.05 | ||
| Sortino ratioReturn per unit of downside risk | +0.75 | ||
| Omega ratioGain probability vs. loss probability | 1.44 | 1.33 | +0.12 |
| Calmar ratioReturn relative to maximum drawdown | 6.10 | 1.95 | +4.15 |
| Martin ratioReturn relative to average drawdown | 18.82 | 7.09 | +11.73 |
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Drawdowns
WCP.TO vs. PMIF.TO - Drawdown Comparison
The maximum WCP.TO drawdown since its inception was -94.41%, which is greater than PMIF.TO's maximum drawdown of -18.30%. Use the drawdown chart below to compare losses from any high point for WCP.TO and PMIF.TO.
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Drawdown Indicators
| WCP.TO | PMIF.TO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -94.41% | -18.30% | -76.11% |
Max Drawdown (1Y)Largest decline over 1 year | -12.70% | -3.22% | -9.48% |
Max Drawdown (3Y)Largest decline over 3 years | -33.23% | -3.98% | -29.25% |
Max Drawdown (5Y)Largest decline over 5 years | -35.36% | -10.25% | -25.11% |
Max Drawdown (10Y)Largest decline over 10 years | -92.64% | — | — |
Current DrawdownCurrent decline from peak | -11.89% | -0.33% | -11.56% |
Average DrawdownAverage peak-to-trough decline | -38.31% | -1.87% | -36.44% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.11% | 0.88% | +3.23% |
Volatility
WCP.TO vs. PMIF.TO - Volatility Comparison
Whitecap Resources Inc. (WCP.TO) has a higher volatility of 9.97% compared to PIMCO Monthly Income Fund (Canada) (PMIF.TO) at 1.15%. This indicates that WCP.TO's price experiences larger fluctuations and is considered to be riskier than PMIF.TO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| WCP.TO | PMIF.TO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 9.97% | 1.15% | +8.82% |
Volatility (6M)Calculated over the trailing 6-month period | 22.81% | 3.03% | +19.78% |
Volatility (1Y)Calculated over the trailing 1-year period | 27.81% | 3.61% | +24.20% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 35.60% | 4.81% | +30.79% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 47.42% | 5.82% | +41.60% |
Dividends
WCP.TO vs. PMIF.TO - Dividend Comparison
WCP.TO's dividend yield for the trailing twelve months is around 4.83%, less than PMIF.TO's 5.50% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PMIF.TO PIMCO Monthly Income Fund (Canada) | 5.50% | 5.50% | 6.96% | 6.06% | 3.73% | 3.22% | 3.58% | 3.80% | 3.51% | 0.59% | 0.00% | 0.00% |
WCP.TO Whitecap Resources Inc. | 4.83% | 6.34% | 7.15% | 6.95% | 3.61% | 2.75% | 4.39% | 6.05% | 7.30% | 3.14% | 2.86% | 8.27% |
Frequently Asked Questions
WCP.TO and PMIF.TO have a correlation of -0.27, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
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