PDI vs. PDO
Compare and contrast key facts about PIMCO Dynamic Income Fund (PDI) and Pimco Dynamic Income Opportunities Fund (PDO).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: PDI or PDO.
Correlation
The correlation between PDI and PDO is 0.54, 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.
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PDI vs. PDO - Performance Comparison
Key characteristics
PDI:
0.28
PDO:
0.80
PDI:
0.39
PDO:
1.04
PDI:
1.10
PDO:
1.18
PDI:
0.36
PDO:
0.42
PDI:
1.11
PDO:
4.14
PDI:
3.48%
PDO:
2.20%
PDI:
13.62%
PDO:
11.32%
PDI:
-46.47%
PDO:
-36.83%
PDI:
-10.76%
PDO:
-10.29%
Fundamentals
Returns By Period
In the year-to-date period, PDI achieves a 0.15% return, which is significantly higher than PDO's -2.62% return.
PDI
0.15%
-10.30%
-7.72%
3.56%
10.66%
7.34%
PDO
-2.62%
-7.75%
-5.18%
9.19%
N/A
N/A
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Risk-Adjusted Performance
PDI vs. PDO — Risk-Adjusted Performance Rank
PDI
PDO
PDI vs. PDO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for PIMCO Dynamic Income Fund (PDI) and Pimco Dynamic Income Opportunities Fund (PDO). 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
PDI vs. PDO - Dividend Comparison
PDI's dividend yield for the trailing twelve months is around 14.94%, more than PDO's 11.93% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PDI PIMCO Dynamic Income Fund | 14.94% | 14.45% | 14.74% | 17.84% | 10.21% | 10.01% | 9.45% | 10.78% | 8.81% | 14.79% | 15.08% | 13.43% |
PDO Pimco Dynamic Income Opportunities Fund | 11.93% | 11.30% | 12.55% | 19.08% | 8.54% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
PDI vs. PDO - Drawdown Comparison
The maximum PDI drawdown since its inception was -46.47%, which is greater than PDO's maximum drawdown of -36.83%. Use the drawdown chart below to compare losses from any high point for PDI and PDO. For additional features, visit the drawdowns tool.
Volatility
PDI vs. PDO - Volatility Comparison
PIMCO Dynamic Income Fund (PDI) has a higher volatility of 10.69% compared to Pimco Dynamic Income Opportunities Fund (PDO) at 7.19%. This indicates that PDI's price experiences larger fluctuations and is considered to be riskier than PDO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Financials
PDI vs. PDO - Financials Comparison
This section allows you to compare key financial metrics between PIMCO Dynamic Income Fund and Pimco Dynamic Income Opportunities 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.
Total Revenue: Total amount of money received from sales and other business activities
User Portfolios with PDI or PDO
0%
YTD
Recent discussions
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Scott Allen
How is Sharpe ratio calculated?
The highest sharpe ratio portfolioi in User portfolios holds only ultrashort treasuries and show a sharpe ratio of 7+. But my understanding is the Sharpe ratio is the return less the risk-free rate divided by the standard deviation of returns. But short-term treasuries ARE the risk free rate, so the Sharpe ratio should be zero since the risk free rate minus the risk free rate is zero. So are you simply ignoring the risk-free rate and dividing returns by the standard deviation???
Addendum:
Just input my portfolio and asked that your site optimize it for Sharpe ratio. I have ready cash in USFR, and ETF that holds US floating rate notes exclusively. The optimization recommended I put over 99% in USFR. However, the interest rate on floating rate notes is based on the three month treasury, so again, USFR has a Sharpe ratio of zero! Please correct this!
Bob Peticolas
Transactional Portfolio Use
I am trying to understand how to make the best use of transactional portfolios. At first I thought it is useful when tracking the performance of a self-managed fund. You add cash to it, transact in equities, adding each transaction to the portfolio. It then shows you its performance wrt. to a benchmark. The broker does this for you anyway, but the whole reason I started evaluating Portfolioslab is so that I can separate my single broker account into thematic baskets ("thematic funds") and track their performance individually.
The transactional portfolio in Portfolioslab does not seem to work that way. It does not consider the changes in cash position, ie. any profit/loss made on equity transactions. It does not seem to be suited for track the assets of a fund, so to speak. What good is transactional portfolio then?
EG