THQ vs. PDI

Last updated Apr 1, 2026

Compare and contrast key facts about Abrdn Healthcare Opportunities Fund (THQ) and PIMCO Dynamic Income Fund (PDI).

THQ is managed by Aberdeen. It was launched on Jul 29, 2014.

Performance

THQ vs. PDI - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Abrdn Healthcare Opportunities Fund (THQ) and PIMCO Dynamic Income Fund (PDI). The values are adjusted to include any dividend payments, if applicable.

THQ vs. PDI - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
THQ Abrdn Healthcare Opportunities Fund	-9.62%	13.88%	15.51%	-1.62%	-17.53%	33.39%	15.20%	22.70%	3.41%	21.84%
PDI PIMCO Dynamic Income Fund	0.17%	11.03%	17.18%	11.99%	-16.99%	7.81%	-9.96%	22.23%	7.35%	18.59%

Returns By Period

In the year-to-date period, THQ achieves a -9.62% return, which is significantly lower than PDI's 0.17% return. Over the past 10 years, THQ has outperformed PDI with an annualized return of 8.83%, while PDI has yielded a comparatively lower 8.14% annualized return.

THQ

• 1D: 2.75%
• 1M: -11.99%
• YTD: -9.62%
• 6M: 2.98%
• 1Y: -8.31%
• 3Y*: 6.67%
• 5Y*: 3.30%
• 10Y*: 8.83%

PDI

• 1D: 3.13%
• 1M: -3.71%
• YTD: 0.17%
• 6M: -7.15%
• 1Y: -0.44%
• 3Y*: 13.14%
• 5Y*: 3.57%
• 10Y*: 8.14%

*Multi-year figures are annualized to reflect compound growth (CAGR)

Return for Risk

THQ vs. PDI — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

THQ

THQ Risk / Return Rank: 3
THQ Sharpe Ratio Rank: 2
THQ Sortino Ratio Rank: 2
THQ Omega Ratio Rank: 2
THQ Calmar Ratio Rank: 3
THQ Martin Ratio Rank: 3

PDI

PDI Risk / Return Rank: 38
PDI Sharpe Ratio Rank: 41
PDI Sortino Ratio Rank: 33
PDI Omega Ratio Rank: 34
PDI Calmar Ratio Rank: 42
PDI Martin Ratio Rank: 42

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

THQ vs. PDI - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Abrdn Healthcare Opportunities Fund (THQ) 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.

	THQ	PDI	Difference
Sharpe ratio Return per unit of total volatility	-0.39	-0.02	-0.36
Sortino ratio Return per unit of downside risk	-0.40	0.09	-0.48
Omega ratio Gain probability vs. loss probability	0.95	1.02	-0.07
Calmar ratio Return relative to maximum drawdown	-0.33	-0.01	-0.32
Martin ratio Return relative to average drawdown	-0.78	-0.03	-0.75
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

THQ vs. PDI - Sharpe Ratio Comparison

The current THQ Sharpe Ratio is -0.39, which is lower than the PDI Sharpe Ratio of -0.02. The chart below compares the historical Sharpe Ratios of THQ 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.

Sharpe Ratios by Period

	THQ	PDI	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	-0.39	-0.02	-0.36
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.18	0.23	-0.05
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	0.43	0.43	0.00
Sharpe Ratio (All Time) Calculated using the full available price history	0.33	0.59	-0.26

Correlation

The correlation between THQ and PDI is 0.33, 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.

Dividends

THQ vs. PDI - Dividend Comparison

THQ's dividend yield for the trailing twelve months is around 12.86%, less than PDI's 15.46% yield.

	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
THQ Abrdn Healthcare Opportunities Fund	12.86%	11.29%	11.09%	7.45%	6.81%	5.27%	6.62%	7.08%	8.05%	7.71%	8.70%	9.50%
PDI PIMCO Dynamic Income Fund	15.46%	14.94%	14.43%	14.74%	17.84%	10.21%	10.01%	9.45%	10.78%	8.81%	14.79%	18.70%

Drawdowns

THQ vs. PDI - Drawdown Comparison

The maximum THQ drawdown since its inception was -39.35%, smaller than the maximum PDI drawdown of -46.47%. Use the drawdown chart below to compare losses from any high point for THQ and PDI.

Drawdown Indicators

	THQ	PDI	Difference
Max Drawdown Largest peak-to-trough decline	-39.35%	-46.47%	+7.12%
Max Drawdown (1Y) Largest decline over 1 year	-22.11%	-14.34%	-7.77%
Max Drawdown (5Y) Largest decline over 5 years	-32.20%	-27.23%	-4.97%
Max Drawdown (10Y) Largest decline over 10 years	-39.35%	-46.47%	+7.12%
Current Drawdown Current decline from peak	-14.45%	-7.66%	-6.79%
Average Drawdown Average peak-to-trough decline	-8.66%	-6.22%	-2.44%
Ulcer Index Depth and duration of drawdowns from previous peaks	9.61%	5.03%	+4.58%

Volatility

THQ vs. PDI - Volatility Comparison

Abrdn Healthcare Opportunities Fund (THQ) and PIMCO Dynamic Income Fund (PDI) have volatilities of 5.90% and 5.71%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	THQ	PDI	Difference
Volatility (1M) Calculated over the trailing 1-month period	5.90%	5.71%	+0.19%
Volatility (6M) Calculated over the trailing 6-month period	12.38%	9.96%	+2.42%
Volatility (1Y) Calculated over the trailing 1-year period	21.64%	18.36%	+3.28%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	18.79%	15.66%	+3.13%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	20.46%	19.06%	+1.40%