BFH vs. PDI

In the year-to-date period, BFH achieves a -15.44% return, which is significantly lower than PDI's 7.96% return. Over the past 10 years, BFH has underperformed PDI with an annualized return of -13.04%, while PDI has yielded a comparatively higher 7.81% annualized return.

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This table presents a comparison of risk-adjusted performance metrics for Bread Financial Holdings Inc (BFH) and PIMCO Dynamic Income Fund (PDI). 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 BFH Sharpe Ratio is 0.54, which is comparable to the PDI Sharpe Ratio of 0.67. The chart below compares the historical Sharpe Ratios of BFH and PDI, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

BFH's dividend yield for the trailing twelve months is around 1.64%, less than PDI's 14.20% yield.

The maximum BFH drawdown since its inception was -92.36%, which is greater than PDI's maximum drawdown of -46.47%. Use the drawdown chart below to compare losses from any high point for BFH and PDI.

Bread Financial Holdings Inc (BFH) has a higher volatility of 10.23% compared to PIMCO Dynamic Income Fund (PDI) at 2.97%. This indicates that BFH's price experiences larger fluctuations and is considered to be riskier than PDI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

This section allows you to compare key financial metrics between Bread Financial Holdings Inc and PIMCO Dynamic Income Fund. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.