BTZ vs. PHK

In the year-to-date period, BTZ achieves a 4.54% return, which is significantly higher than PHK's 3.11% return. Over the past 10 years, BTZ has outperformed PHK with an annualized return of 5.60%, while PHK has yielded a comparatively lower 2.63% annualized return.

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This table presents a comparison of risk-adjusted performance metrics for BlackRock Credit Allocation Income Trust (BTZ) and PIMCO High Income Fund (PHK). 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 BTZ Sharpe Ratio is 0.95, which is comparable to the PHK Sharpe Ratio of 1.09. The chart below compares the historical Sharpe Ratios of BTZ and PHK, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

BTZ's dividend yield for the trailing twelve months is around 9.51%, less than PHK's 11.96% yield.

The maximum BTZ drawdown since its inception was -74.64%, roughly equal to the maximum PHK drawdown of -75.29%. Use the drawdown chart below to compare losses from any high point for BTZ and PHK. For additional features, visit the drawdowns tool.

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