PFLT vs. BIZD

In the year-to-date period, PFLT achieves a -3.48% return, which is significantly higher than BIZD's -4.28% return. Over the past 10 years, PFLT has underperformed BIZD with an annualized return of 6.78%, while BIZD has yielded a comparatively higher 8.50% annualized return.

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This table presents a comparison of risk-adjusted performance metrics for PennantPark Floating Rate Capital Ltd. (PFLT) and VanEck Vectors BDC Income ETF (BIZD). 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 PFLT Sharpe Ratio is -0.09, which is lower than the BIZD Sharpe Ratio of 0.20. The chart below compares the historical Sharpe Ratios of PFLT and BIZD, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

PFLT's dividend yield for the trailing twelve months is around 12.12%, more than BIZD's 11.55% yield.

The maximum PFLT drawdown since its inception was -69.77%, which is greater than BIZD's maximum drawdown of -55.47%. Use the drawdown chart below to compare losses from any high point for PFLT and BIZD. For additional features, visit the drawdowns tool.

PennantPark Floating Rate Capital Ltd. (PFLT) has a higher volatility of 15.56% compared to VanEck Vectors BDC Income ETF (BIZD) at 13.47%. This indicates that PFLT's price experiences larger fluctuations and is considered to be riskier than BIZD based on this measure. The chart below showcases a comparison of their rolling one-month volatility.