PHK vs. PDI

In the year-to-date period, PHK achieves a 2.74% return, which is significantly lower than PDI's 7.96% return. Over the past 10 years, PHK has underperformed PDI with an annualized return of 2.61%, while PDI has yielded a comparatively higher 7.81% annualized return.

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This table presents a comparison of risk-adjusted performance metrics for PIMCO High Income Fund (PHK) and PIMCO Dynamic Income Fund (PDI). 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 PHK Sharpe Ratio is 1.08, which is higher than the PDI Sharpe Ratio of 0.67. The chart below compares the historical Sharpe Ratios of PHK and PDI, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

PHK's dividend yield for the trailing twelve months is around 12.13%, less than PDI's 14.20% yield.

The maximum PHK drawdown since its inception was -75.29%, which is greater than PDI's maximum drawdown of -46.47%. Use the drawdown chart below to compare losses from any high point for PHK and PDI.

The current volatility for PIMCO High Income Fund (PHK) is 1.81%, while PIMCO Dynamic Income Fund (PDI) has a volatility of 2.97%. This indicates that PHK experiences smaller price fluctuations and is considered to be less risky than PDI 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 High Income Fund and PIMCO Dynamic 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.