HTDIX vs. PDI
Compare and contrast key facts about Tactical Dividend and Momentum Fund (HTDIX) and PIMCO Dynamic Income Fund (PDI).
HTDIX is managed by Hanlon. It was launched on Sep 8, 2015.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: HTDIX or PDI.
Correlation
The correlation between HTDIX and PDI is 0.29, 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.
Performance
HTDIX vs. PDI - Performance Comparison
Key characteristics
HTDIX:
1.82
PDI:
1.81
HTDIX:
2.44
PDI:
2.15
HTDIX:
1.33
PDI:
1.41
HTDIX:
1.34
PDI:
1.92
HTDIX:
10.40
PDI:
5.26
HTDIX:
2.19%
PDI:
3.34%
HTDIX:
12.49%
PDI:
9.74%
HTDIX:
-27.10%
PDI:
-46.46%
HTDIX:
-1.23%
PDI:
-4.06%
Returns By Period
In the year-to-date period, HTDIX achieves a 3.02% return, which is significantly lower than PDI's 5.49% return.
HTDIX
3.02%
2.10%
8.77%
20.92%
3.74%
N/A
PDI
5.49%
5.32%
7.87%
16.85%
1.85%
8.03%
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Risk-Adjusted Performance
HTDIX vs. PDI — Risk-Adjusted Performance Rank
HTDIX
PDI
HTDIX vs. PDI - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Tactical Dividend and Momentum Fund (HTDIX) 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
HTDIX vs. PDI - Dividend Comparison
HTDIX has not paid dividends to shareholders, while PDI's dividend yield for the trailing twelve months is around 13.84%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HTDIX Tactical Dividend and Momentum Fund | 0.00% | 0.00% | 1.92% | 0.00% | 0.00% | 0.00% | 0.69% | 0.36% | 0.65% | 1.29% | 0.34% | 0.00% |
PDI PIMCO Dynamic Income Fund | 13.84% | 14.43% | 14.74% | 17.84% | 10.21% | 10.01% | 9.45% | 10.78% | 8.81% | 14.79% | 15.08% | 13.43% |
Drawdowns
HTDIX vs. PDI - Drawdown Comparison
The maximum HTDIX drawdown since its inception was -27.10%, smaller than the maximum PDI drawdown of -46.46%. Use the drawdown chart below to compare losses from any high point for HTDIX and PDI. For additional features, visit the drawdowns tool.
Volatility
HTDIX vs. PDI - Volatility Comparison
Tactical Dividend and Momentum Fund (HTDIX) has a higher volatility of 5.03% compared to PIMCO Dynamic Income Fund (PDI) at 2.73%. This indicates that HTDIX's price experiences larger fluctuations and is considered to be riskier than PDI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.