PDI vs. YYY

In the year-to-date period, PDI achieves a 4.71% return, which is significantly higher than YYY's -0.46% return. Over the past 10 years, PDI has outperformed YYY with an annualized return of 7.62%, while YYY has yielded a comparatively lower 3.66% annualized return.

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This table presents a comparison of risk-adjusted performance metrics for PIMCO Dynamic Income Fund (PDI) and Amplify High Income ETF (YYY). 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 0.71, which is comparable to the YYY Sharpe Ratio of 0.58. The chart below compares the historical Sharpe Ratios of PDI and YYY, 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 14.47%, more than YYY's 12.95% yield.

The maximum PDI drawdown since its inception was -46.47%, which is greater than YYY's maximum drawdown of -42.52%. Use the drawdown chart below to compare losses from any high point for PDI and YYY. For additional features, visit the drawdowns tool.

PIMCO Dynamic Income Fund (PDI) has a higher volatility of 15.48% compared to Amplify High Income ETF (YYY) at 10.51%. This indicates that PDI's price experiences larger fluctuations and is considered to be riskier than YYY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.