TAHTX vs. PDI
Compare and contrast key facts about Transamerica High Yield Bond (TAHTX) and PIMCO Dynamic Income Fund (PDI).
TAHTX is managed by Transamerica. It was launched on Jun 14, 1985.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: TAHTX or PDI.
Correlation
The correlation between TAHTX and PDI is 0.35, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
TAHTX vs. PDI - Performance Comparison
Key characteristics
TAHTX:
2.88
PDI:
1.77
TAHTX:
4.95
PDI:
2.10
TAHTX:
1.70
PDI:
1.41
TAHTX:
3.43
PDI:
1.84
TAHTX:
15.73
PDI:
4.89
TAHTX:
0.61%
PDI:
3.43%
TAHTX:
3.33%
PDI:
9.50%
TAHTX:
-23.40%
PDI:
-46.47%
TAHTX:
-0.12%
PDI:
-0.73%
Returns By Period
In the year-to-date period, TAHTX achieves a 1.20% return, which is significantly lower than PDI's 9.15% return.
TAHTX
1.20%
0.46%
3.72%
9.29%
3.29%
N/A
PDI
9.15%
3.52%
9.90%
16.30%
2.25%
8.24%
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Risk-Adjusted Performance
TAHTX vs. PDI — Risk-Adjusted Performance Rank
TAHTX
PDI
TAHTX vs. PDI - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Transamerica High Yield Bond (TAHTX) 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.
Dividends
TAHTX vs. PDI - Dividend Comparison
TAHTX's dividend yield for the trailing twelve months is around 6.57%, less than PDI's 13.56% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TAHTX Transamerica High Yield Bond | 6.57% | 6.53% | 5.64% | 5.67% | 4.59% | 5.08% | 5.59% | 6.31% | 2.42% | 0.00% | 0.00% | 0.00% |
PDI PIMCO Dynamic Income Fund | 13.56% | 14.45% | 14.74% | 17.84% | 10.21% | 10.01% | 9.45% | 10.78% | 8.81% | 14.79% | 15.08% | 13.43% |
Drawdowns
TAHTX vs. PDI - Drawdown Comparison
The maximum TAHTX drawdown since its inception was -23.40%, smaller than the maximum PDI drawdown of -46.47%. Use the drawdown chart below to compare losses from any high point for TAHTX and PDI. For additional features, visit the drawdowns tool.
Volatility
TAHTX vs. PDI - Volatility Comparison
The current volatility for Transamerica High Yield Bond (TAHTX) is 0.82%, while PIMCO Dynamic Income Fund (PDI) has a volatility of 1.33%. This indicates that TAHTX 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.