PDI vs. PDO

In the year-to-date period, PDI achieves a 19.34% return, which is significantly lower than PDO's 21.12% return.

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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.

The current PDI Sharpe Ratio is 2.53, which is comparable to the PDO Sharpe Ratio of 2.46. The chart below compares the historical Sharpe Ratios of PDI and PDO, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

PDI's dividend yield for the trailing twelve months is around 14.03%, more than PDO's 11.51% yield.

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.

The current volatility for PIMCO Dynamic Income Fund (PDI) is 3.50%, while Pimco Dynamic Income Opportunities Fund (PDO) has a volatility of 3.77%. This indicates that PDI experiences smaller price fluctuations and is considered to be less risky than PDO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

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.