BTZ vs. PDI
Compare and contrast key facts about BlackRock Credit Allocation Income Trust (BTZ) and PIMCO Dynamic Income Fund (PDI).
Performance
BTZ vs. PDI - Performance Comparison
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BTZ vs. PDI - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BTZ BlackRock Credit Allocation Income Trust | -4.47% | 13.70% | 11.25% | 12.78% | -27.11% | 9.34% | 13.25% | 33.62% | -10.31% | 9.36% |
PDI PIMCO Dynamic Income Fund | 0.17% | 11.03% | 17.18% | 11.99% | -16.99% | 7.81% | -9.96% | 22.23% | 7.35% | 18.59% |
Fundamentals
BTZ:
$942.58M
PDI:
$7.06B
BTZ:
$1.60
PDI:
$3.86
BTZ:
6.31
PDI:
4.44
BTZ:
0.14
PDI:
0.07
BTZ:
5.77
PDI:
3.29
BTZ:
0.89
PDI:
0.95
BTZ:
$163.42M
PDI:
$2.03B
BTZ:
$152.69M
PDI:
$1.51B
BTZ:
$120.76M
PDI:
$2.09B
Returns By Period
In the year-to-date period, BTZ achieves a -4.47% return, which is significantly lower than PDI's 0.17% return. Over the past 10 years, BTZ has underperformed PDI with an annualized return of 5.83%, while PDI has yielded a comparatively higher 8.14% annualized return.
BTZ
- 1D
- 3.70%
- 1M
- -4.01%
- YTD
- -4.47%
- 6M
- -4.19%
- 1Y
- 3.51%
- 3Y*
- 9.32%
- 5Y*
- 1.39%
- 10Y*
- 5.83%
PDI
- 1D
- 3.13%
- 1M
- -3.71%
- YTD
- 0.17%
- 6M
- -7.15%
- 1Y
- -0.44%
- 3Y*
- 13.14%
- 5Y*
- 3.57%
- 10Y*
- 8.14%
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Return for Risk
BTZ vs. PDI — Risk / Return Rank
BTZ
PDI
BTZ vs. PDI - Risk-Adjusted Trends 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.
| BTZ | PDI | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.32 | -0.02 | +0.34 |
Sortino ratioReturn per unit of downside risk | 0.51 | 0.09 | +0.42 |
Omega ratioGain probability vs. loss probability | 1.08 | 1.02 | +0.06 |
Calmar ratioReturn relative to maximum drawdown | 0.42 | -0.01 | +0.43 |
Martin ratioReturn relative to average drawdown | 1.45 | -0.03 | +1.48 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| BTZ | PDI | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.32 | -0.02 | +0.34 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.11 | 0.23 | -0.12 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.45 | 0.43 | +0.02 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.18 | 0.59 | -0.41 |
Correlation
The correlation between BTZ and PDI is 0.30, 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.
Dividends
BTZ vs. PDI - Dividend Comparison
BTZ's dividend yield for the trailing twelve months is around 9.97%, less than PDI's 15.46% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BTZ BlackRock Credit Allocation Income Trust | 9.97% | 9.30% | 9.63% | 9.76% | 9.14% | 6.69% | 6.84% | 6.23% | 7.19% | 6.25% | 6.90% | 7.83% |
PDI PIMCO Dynamic Income Fund | 15.46% | 14.94% | 14.43% | 14.74% | 17.84% | 10.21% | 10.01% | 9.45% | 10.78% | 8.81% | 14.79% | 18.70% |
Drawdowns
BTZ vs. PDI - Drawdown Comparison
The maximum BTZ drawdown since its inception was -74.62%, which is greater than PDI's maximum drawdown of -46.47%. Use the drawdown chart below to compare losses from any high point for BTZ and PDI.
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Drawdown Indicators
| BTZ | PDI | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -74.62% | -46.47% | -28.15% |
Max Drawdown (1Y)Largest decline over 1 year | -9.29% | -14.34% | +5.05% |
Max Drawdown (5Y)Largest decline over 5 years | -34.67% | -27.23% | -7.44% |
Max Drawdown (10Y)Largest decline over 10 years | -35.32% | -46.47% | +11.15% |
Current DrawdownCurrent decline from peak | -5.94% | -7.66% | +1.72% |
Average DrawdownAverage peak-to-trough decline | -12.58% | -6.22% | -6.36% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.68% | 5.03% | -2.35% |
Volatility
BTZ vs. PDI - Volatility Comparison
BlackRock Credit Allocation Income Trust (BTZ) and PIMCO Dynamic Income Fund (PDI) have volatilities of 5.77% and 5.71%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BTZ | PDI | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.77% | 5.71% | +0.06% |
Volatility (6M)Calculated over the trailing 6-month period | 7.05% | 9.96% | -2.91% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.14% | 18.36% | -7.22% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 12.78% | 15.66% | -2.88% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 13.09% | 19.06% | -5.97% |
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.
Total Revenue: Total amount of money received from sales and other business activities