DSL vs. PHK
Compare and contrast key facts about DoubleLine Income Solutions Fund (DSL) and PIMCO High Income Fund (PHK).
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 PHK.
Correlation
The correlation between DSL and PHK is 0.41, 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. PHK - Performance Comparison
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Key characteristics
DSL:
0.57
PHK:
1.10
DSL:
0.84
PHK:
1.54
DSL:
1.15
PHK:
1.30
DSL:
0.67
PHK:
1.40
DSL:
3.06
PHK:
7.28
DSL:
2.76%
PHK:
1.84%
DSL:
13.75%
PHK:
11.30%
DSL:
-49.51%
PHK:
-75.29%
DSL:
-3.47%
PHK:
-0.42%
Returns By Period
In the year-to-date period, DSL achieves a 0.56% return, which is significantly lower than PHK's 3.39% return. Over the past 10 years, DSL has outperformed PHK with an annualized return of 5.21%, while PHK has yielded a comparatively lower 2.78% annualized return.
DSL
0.56%
6.72%
0.09%
7.76%
10.55%
5.21%
PHK
3.39%
6.82%
0.41%
12.29%
10.87%
2.78%
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Risk-Adjusted Performance
DSL vs. PHK — Risk-Adjusted Performance Rank
DSL
PHK
DSL vs. PHK - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for DoubleLine Income Solutions Fund (DSL) 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.
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Dividends
DSL vs. PHK - Dividend Comparison
DSL's dividend yield for the trailing twelve months is around 10.82%, less than PHK's 12.05% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DSL DoubleLine Income Solutions Fund | 10.82% | 10.50% | 9.89% | 13.67% | 10.74% | 10.69% | 9.33% | 10.39% | 9.11% | 9.53% | 11.63% | 9.56% |
PHK PIMCO High Income Fund | 12.05% | 11.85% | 12.51% | 12.18% | 9.37% | 10.60% | 10.55% | 12.13% | 13.32% | 13.48% | 16.97% | 13.01% |
Drawdowns
DSL vs. PHK - Drawdown Comparison
The maximum DSL drawdown since its inception was -49.51%, smaller than the maximum PHK drawdown of -75.29%. Use the drawdown chart below to compare losses from any high point for DSL and PHK. For additional features, visit the drawdowns tool.
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Volatility
DSL vs. PHK - Volatility Comparison
DoubleLine Income Solutions Fund (DSL) has a higher volatility of 3.84% compared to PIMCO High Income Fund (PHK) at 2.93%. This indicates that DSL's price experiences larger fluctuations and is considered to be riskier than PHK based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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