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

Correlation

The correlation between BTZ and PDO is -0.40. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.


Performance

BTZ vs. PDO - 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 Opportunities Fund (PDO). The values are adjusted to include any dividend payments, if applicable.

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Key characteristics

Daily Std Dev

BTZ:

8.06%

PDO:

1.78%

Max Drawdown

BTZ:

-0.47%

PDO:

-0.15%

Current Drawdown

BTZ:

0.00%

PDO:

-0.07%

Fundamentals

Market Cap

BTZ:

$988.31M

PDO:

$1.72B

EPS

BTZ:

$0.69

PDO:

$2.11

PE Ratio

BTZ:

15.35

PDO:

6.40

PS Ratio

BTZ:

9.23

PDO:

15.68

PB Ratio

BTZ:

0.94

PDO:

1.06

Returns By Period


BTZ

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

PDO

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. PDO — 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

PDO
The Risk-Adjusted Performance Rank of PDO is 8181
Overall Rank
The Sharpe Ratio Rank of PDO is 8484
Sharpe Ratio Rank
The Sortino Ratio Rank of PDO is 7474
Sortino Ratio Rank
The Omega Ratio Rank of PDO is 8282
Omega Ratio Rank
The Calmar Ratio Rank of PDO is 8080
Calmar Ratio Rank
The Martin Ratio Rank of PDO is 8787
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. PDO - 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 Opportunities Fund (PDO). 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. PDO - Dividend Comparison

BTZ's dividend yield for the trailing twelve months is around 9.51%, less than PDO's 11.37% 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%
PDO
Pimco Dynamic Income Opportunities Fund
11.37%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. PDO - Drawdown Comparison

The maximum BTZ drawdown since its inception was -0.47%, which is greater than PDO's maximum drawdown of -0.15%. Use the drawdown chart below to compare losses from any high point for BTZ and PDO. For additional features, visit the drawdowns tool.


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Volatility

BTZ vs. PDO - Volatility Comparison


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Financials

BTZ vs. PDO - Financials Comparison

This section allows you to compare key financial metrics between BlackRock Credit Allocation Income Trust and Pimco Dynamic Income Opportunities 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


0.0020.00M40.00M60.00M80.00M100.00M120.00MAprilJulyOctober2021AprilJulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober
55.42M
124.49M
(BTZ) Total Revenue
(PDO) Total Revenue
Values in USD except per share items