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BTZ vs. PDI
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

BTZ vs. PDI

Last updated May 12, 2025

Compare and contrast key facts about BlackRock Credit Allocation Income Trust (BTZ) and PIMCO Dynamic Income Fund (PDI).

Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BTZ or PDI.

Correlation

The correlation between BTZ and PDI is 0.20, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.

Performance

BTZ vs. PDI - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in BlackRock Credit Allocation Income Trust (BTZ) and PIMCO Dynamic Income Fund (PDI). The values are adjusted to include any dividend payments, if applicable.

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Key characteristics

Daily Std Dev

BTZ:

8.06%

PDI:

7.37%

Max Drawdown

BTZ:

-0.47%

PDI:

-0.48%

Current Drawdown

BTZ:

0.00%

PDI:

0.00%

Fundamentals

Returns By Period

BTZ

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

PDI

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

*Annualized

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Risk-Adjusted Performance

BTZ vs. PDI — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
BTZ
The Risk-Adjusted Performance Rank of BTZ is 7979
Overall Rank
The Sharpe Ratio Rank of BTZ is 8383
Sharpe Ratio Rank
The Sortino Ratio Rank of BTZ is 7373
Sortino Ratio Rank
The Omega Ratio Rank of BTZ is 7575
Omega Ratio Rank
The Calmar Ratio Rank of BTZ is 7878
Calmar Ratio Rank
The Martin Ratio Rank of BTZ is 8585
Martin Ratio Rank
PDI
The Risk-Adjusted Performance Rank of PDI is 7777
Overall Rank
The Sharpe Ratio Rank of PDI is 7979
Sharpe Ratio Rank
The Sortino Ratio Rank of PDI is 6565
Sortino Ratio Rank
The Omega Ratio Rank of PDI is 8181
Omega Ratio Rank
The Calmar Ratio Rank of PDI is 8282
Calmar Ratio Rank
The Martin Ratio Rank of PDI is 8080
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

BTZ vs. PDI - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for BlackRock Credit Allocation Income Trust (BTZ) 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.

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Dividends

BTZ vs. PDI - Dividend Comparison

BTZ's dividend yield for the trailing twelve months is around 9.51%, less than PDI's 13.91% yield.

TTM20242023202220212020201920182017201620152014
BTZ
BlackRock Credit Allocation Income Trust		9.51%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
PDI
PIMCO Dynamic Income Fund		13.91%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Drawdowns

BTZ vs. PDI - Drawdown Comparison

The maximum BTZ drawdown since its inception was -0.47%, roughly equal to the maximum PDI drawdown of -0.48%. Use the drawdown chart below to compare losses from any high point for BTZ and PDI. For additional features, visit the drawdowns tool.

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Volatility

BTZ vs. PDI - Volatility Comparison

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Financials

BTZ vs. PDI - Financials Comparison

This section allows you to compare key financial metrics between BlackRock Credit Allocation Income Trust 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.

Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities

10.00M20.00M30.00M40.00M50.00M60.00M70.00MAprilJulyOctober2021AprilJulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober
55.42M
(BTZ) Total Revenue
(PDI) Total Revenue
Values in USD except per share items