THQ vs. PDI

The year-to-date returns for both investments are quite close, with THQ having a 4.89% return and PDI slightly higher at 5.05%. Both investments have delivered pretty close results over the past 10 years, with THQ having a 7.27% annualized return and PDI not far ahead at 7.61%.

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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.

The current THQ Sharpe Ratio is 0.50, which is comparable to the PDI Sharpe Ratio of 0.70. 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.

THQ's dividend yield for the trailing twelve months is around 11.31%, less than PDI's 14.42% yield.

The maximum THQ drawdown since its inception was -39.34%, 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. For additional features, visit the drawdowns tool.

The current volatility for Abrdn Healthcare Opportunities Fund (THQ) is 12.37%, while PIMCO Dynamic Income Fund (PDI) has a volatility of 15.50%. This indicates that THQ 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.