DSL vs. PDI
Compare and contrast key facts about DoubleLine Income Solutions Fund (DSL) and PIMCO Dynamic Income Fund (PDI).
DSL is managed by DoubleLine. It was launched on Apr 26, 2013.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: DSL or PDI.
Correlation
The correlation between DSL and PDI is 0.40, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
DSL vs. PDI - Performance Comparison
Key characteristics
DSL:
0.67
PDI:
0.60
DSL:
0.92
PDI:
0.81
DSL:
1.16
PDI:
1.20
DSL:
0.73
PDI:
0.71
DSL:
3.89
PDI:
2.66
DSL:
2.37%
PDI:
3.83%
DSL:
13.73%
PDI:
17.11%
DSL:
-49.51%
PDI:
-46.47%
DSL:
-7.58%
PDI:
-9.04%
Returns By Period
In the year-to-date period, DSL achieves a -3.72% return, which is significantly lower than PDI's 2.08% return. Over the past 10 years, DSL has underperformed PDI with an annualized return of 4.91%, while PDI has yielded a comparatively higher 7.38% annualized return.
DSL
-3.72%
-5.90%
-3.34%
8.03%
9.48%
4.91%
PDI
2.08%
-8.95%
-3.71%
10.20%
8.93%
7.38%
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Risk-Adjusted Performance
DSL vs. PDI — Risk-Adjusted Performance Rank
DSL
PDI
DSL vs. PDI - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for DoubleLine Income Solutions Fund (DSL) 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.
Dividends
DSL vs. PDI - Dividend Comparison
DSL's dividend yield for the trailing twelve months is around 12.24%, less than PDI's 14.84% yield.
TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
DSL DoubleLine Income Solutions Fund | 12.24% | 11.38% | 10.78% | 13.67% | 10.74% | 10.69% | 9.33% | 10.39% | 9.11% | 9.53% | 11.63% | 9.56% |
PDI PIMCO Dynamic Income Fund | 14.84% | 14.45% | 14.74% | 17.84% | 10.21% | 10.01% | 9.45% | 10.78% | 8.81% | 14.79% | 15.08% | 13.43% |
Drawdowns
DSL vs. PDI - Drawdown Comparison
The maximum DSL drawdown since its inception was -49.51%, which is greater than PDI's maximum drawdown of -46.47%. Use the drawdown chart below to compare losses from any high point for DSL and PDI. For additional features, visit the drawdowns tool.
Volatility
DSL vs. PDI - Volatility Comparison
The current volatility for DoubleLine Income Solutions Fund (DSL) is 10.81%, while PIMCO Dynamic Income Fund (PDI) has a volatility of 15.17%. This indicates that DSL experiences smaller price fluctuations and is considered to be less risky than PDI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.