PDI vs. PHK

In the year-to-date period, PDI achieves a 19.34% return, which is significantly higher than PHK's 8.87% return. Over the past 10 years, PDI has outperformed PHK with an annualized return of 7.37%, while PHK has yielded a comparatively lower 2.44% annualized return.

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This table presents a comparison of risk-adjusted performance metrics for PIMCO Dynamic Income Fund (PDI) 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.

The current PDI Sharpe Ratio is 2.53, which is comparable to the PHK Sharpe Ratio of 2.10. The chart below compares the historical Sharpe Ratios of PDI and PHK, 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 PHK's 11.80% yield.

The maximum PDI drawdown since its inception was -46.47%, smaller than the maximum PHK drawdown of -75.29%. Use the drawdown chart below to compare losses from any high point for PDI and PHK. For additional features, visit the drawdowns tool.

PIMCO Dynamic Income Fund (PDI) has a higher volatility of 3.52% compared to PIMCO High Income Fund (PHK) at 2.66%. This indicates that PDI'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.

This section allows you to compare key financial metrics between PIMCO Dynamic Income Fund and PIMCO High Income 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.