DSU vs. DFRTX
Compare and contrast key facts about BlackRock Debt Strategies Fund, Inc. (DSU) and DWS Floating Rate Fund (DFRTX).
DSU is managed by BlackRock. It was launched on Nov 6, 1998. DFRTX is managed by DWS. It was launched on Jun 28, 2007.
Performance
DSU vs. DFRTX - Performance Comparison
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DSU vs. DFRTX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
DSU BlackRock Debt Strategies Fund, Inc. | -2.96% | 5.97% | 11.13% | 30.34% | -15.51% | 19.36% | 1.60% | 23.84% | -10.04% | 10.68% |
DFRTX DWS Floating Rate Fund | 0.51% | 3.50% | 7.82% | 11.54% | -1.54% | 3.85% | 1.12% | 8.66% | -0.49% | 1.68% |
Returns By Period
In the year-to-date period, DSU achieves a -2.96% return, which is significantly lower than DFRTX's 0.51% return. Over the past 10 years, DSU has outperformed DFRTX with an annualized return of 8.10%, while DFRTX has yielded a comparatively lower 4.18% annualized return.
DSU
- 1D
- 1.91%
- 1M
- -2.04%
- YTD
- -2.96%
- 6M
- -4.26%
- 1Y
- 3.08%
- 3Y*
- 12.06%
- 5Y*
- 7.09%
- 10Y*
- 8.10%
DFRTX
- 1D
- 0.14%
- 1M
- 0.27%
- YTD
- 0.51%
- 6M
- 1.68%
- 1Y
- 5.16%
- 3Y*
- 7.04%
- 5Y*
- 4.81%
- 10Y*
- 4.18%
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DSU vs. DFRTX - Expense Ratio Comparison
DSU has a 2.47% expense ratio, which is higher than DFRTX's 0.78% expense ratio.
Return for Risk
DSU vs. DFRTX — Risk / Return Rank
DSU
DFRTX
DSU vs. DFRTX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for BlackRock Debt Strategies Fund, Inc. (DSU) and DWS Floating Rate Fund (DFRTX). 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.
| DSU | DFRTX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.23 | 1.96 | -1.73 |
Sortino ratioReturn per unit of downside risk | 0.39 | 2.52 | -2.13 |
Omega ratioGain probability vs. loss probability | 1.07 | 1.82 | -0.75 |
Calmar ratioReturn relative to maximum drawdown | 0.18 | 1.77 | -1.59 |
Martin ratioReturn relative to average drawdown | 1.01 | 10.38 | -9.37 |
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
| DSU | DFRTX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.23 | 1.96 | -1.73 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.61 | 2.21 | -1.60 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.51 | 1.04 | -0.53 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.23 | 0.94 | -0.71 |
Correlation
The correlation between DSU and DFRTX is 0.23, 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
DSU vs. DFRTX - Dividend Comparison
DSU's dividend yield for the trailing twelve months is around 12.35%, more than DFRTX's 6.03% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DSU BlackRock Debt Strategies Fund, Inc. | 12.35% | 11.64% | 11.01% | 9.70% | 7.56% | 6.21% | 7.96% | 7.43% | 8.41% | 6.98% | 6.60% | 8.07% |
DFRTX DWS Floating Rate Fund | 6.03% | 6.04% | 8.77% | 8.33% | 4.36% | 3.41% | 3.84% | 4.90% | 4.30% | 4.49% | 4.86% | 4.73% |
Drawdowns
DSU vs. DFRTX - Drawdown Comparison
The maximum DSU drawdown since its inception was -72.03%, which is greater than DFRTX's maximum drawdown of -31.11%. Use the drawdown chart below to compare losses from any high point for DSU and DFRTX.
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Drawdown Indicators
| DSU | DFRTX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -72.03% | -31.11% | -40.92% |
Max Drawdown (1Y)Largest decline over 1 year | -12.55% | -2.02% | -10.53% |
Max Drawdown (5Y)Largest decline over 5 years | -24.23% | -6.44% | -17.79% |
Max Drawdown (10Y)Largest decline over 10 years | -45.36% | -21.32% | -24.04% |
Current DrawdownCurrent decline from peak | -4.83% | 0.00% | -4.83% |
Average DrawdownAverage peak-to-trough decline | -11.67% | -2.16% | -9.51% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.28% | 0.46% | +1.82% |
Volatility
DSU vs. DFRTX - Volatility Comparison
BlackRock Debt Strategies Fund, Inc. (DSU) has a higher volatility of 4.16% compared to DWS Floating Rate Fund (DFRTX) at 0.37%. This indicates that DSU's price experiences larger fluctuations and is considered to be riskier than DFRTX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| DSU | DFRTX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.16% | 0.37% | +3.79% |
Volatility (6M)Calculated over the trailing 6-month period | 6.52% | 0.73% | +5.79% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.36% | 2.36% | +11.00% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 11.74% | 2.20% | +9.54% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.90% | 4.04% | +11.86% |