THQ vs. PDI
THQ (Abrdn Healthcare Opportunities Fund) is Health & Biotech Equities fund managed by Aberdeen, while PDI (PIMCO Dynamic Income Fund) is a stock. Over the past 10 years, THQ returned 9.22%/yr vs 6.63%/yr for PDI. Their 0.33 correlation means their historical movements had little consistent relationship.
Performance
THQ vs. PDI - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, THQ achieves a 4.81% return, which is significantly higher than PDI's -1.34% return. Over the past 10 years, THQ has outperformed PDI with an annualized return of 9.22%, while PDI has yielded a comparatively lower 6.63% annualized return.
THQ
- 1D
- -0.53%
- 1M
- -0.31%
- 6M
- 3.77%
- YTD
- 4.81%
- 1Y
- 30.09%
- 3Y*
- 10.44%
- 5Y*
- 3.90%
- 10Y*
- 9.22%
- ALL TIME*
- 7.96%
PDI
- 1D
- -0.68%
- 1M
- -2.92%
- 6M
- -5.41%
- YTD
- -1.34%
- 1Y
- -3.63%
- 3Y*
- 8.66%
- 5Y*
- 2.52%
- 10Y*
- 6.63%
- ALL TIME*
- 9.85%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $42.57M | $40.75M | $45.28M | |
| $3.38M | $4.74M | $3.75M |
THQ vs. PDI - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
THQ Abrdn Healthcare Opportunities Fund | 4.81% | 13.88% | 15.51% | -1.62% | -17.53% | 33.39% | 15.20% | 22.70% | 3.41% | 21.84% |
PDI PIMCO Dynamic Income Fund | -1.34% | 11.03% | 17.18% | 11.99% | -16.99% | 7.81% | -9.96% | 22.23% | 7.35% | 18.59% |
Correlation
The correlation between THQ and PDI is 0.26, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.26 |
Correlation (3Y) Balances recent behavior with more history. | 0.29 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.33 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.33 |
Correlation (All Time) Calculated using the full available price history since Jul 29, 2014 | 0.33 |
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
THQ vs. PDI — Risk / Return Rank
THQ
PDI
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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| THQ | PDI | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.91 | ||
| Sortino ratioReturn per unit of downside risk | +2.58 | ||
| Omega ratioGain probability vs. loss probability | 1.29 | 0.95 | +0.33 |
| Calmar ratioReturn relative to maximum drawdown | 1.74 | -0.32 | +2.06 |
| Martin ratioReturn relative to average drawdown | 5.95 | -0.61 | +6.56 |
Loading charts...
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.
Loading charts...
Drawdown Indicators
| THQ | PDI | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -39.35% | -46.47% | +7.12% |
Max Drawdown (1Y)Largest decline over 1 year | -16.74% | -10.95% | -5.79% |
Max Drawdown (3Y)Largest decline over 3 years | -25.86% | -17.55% | -8.31% |
Max Drawdown (5Y)Largest decline over 5 years | -32.20% | -27.19% | -5.01% |
Max Drawdown (10Y)Largest decline over 10 years | -39.35% | -46.47% | +7.12% |
Current DrawdownCurrent decline from peak | -1.37% | -9.05% | +7.68% |
Average DrawdownAverage peak-to-trough decline | -8.54% | -6.23% | -2.31% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.90% | 5.78% | -0.88% |
Volatility
THQ vs. PDI - Volatility Comparison
Abrdn Healthcare Opportunities Fund (THQ) has a higher volatility of 4.57% compared to PIMCO Dynamic Income Fund (PDI) at 3.04%. This indicates that THQ's price experiences larger fluctuations and is considered to be riskier than PDI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| THQ | PDI | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.57% | 3.04% | +1.53% |
Volatility (6M)Calculated over the trailing 6-month period | 13.68% | 8.89% | +4.79% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.24% | 11.83% | +6.41% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.22% | 15.58% | +3.64% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.53% | 19.05% | +1.48% |
Dividends
THQ vs. PDI - Dividend Comparison
THQ's dividend yield for the trailing twelve months is around 11.53%, less than PDI's 16.54% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PDI PIMCO Dynamic Income Fund | 16.54% | 14.94% | 14.43% | 14.74% | 17.84% | 10.21% | 10.01% | 9.45% | 10.78% | 8.81% | 14.79% | 18.70% |
THQ Abrdn Healthcare Opportunities Fund | 11.53% | 11.29% | 11.09% | 7.45% | 6.81% | 5.27% | 6.62% | 7.08% | 8.05% | 7.71% | 8.70% | 9.50% |
Frequently Asked Questions
THQ and PDI have a correlation of 0.26, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
THQ has higher volatility (4.57%) compared to PDI (3.04%). In terms of maximum drawdown, THQ dropped -39.35% vs PDI's -46.47%.
THQ currently has the higher Sharpe Ratio (1.61 vs -0.30), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
Find the right allocation for THQ and PDI
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer