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TSI vs. VZ
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

TSI vs. VZ - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in TCW Strategic Income Fund Inc. (TSI) and Verizon Communications Inc. (VZ). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, TSI achieves a -6.53% return, which is significantly lower than VZ's 15.00% return. Over the past 10 years, TSI has outperformed VZ with an annualized return of 5.05%, while VZ has yielded a comparatively lower 3.55% annualized return.


TSI

1D
0.22%
1M
-0.26%
YTD
-6.53%
6M
-4.22%
1Y
-0.26%
3Y*
6.94%
5Y*
2.14%
10Y*
5.05%

VZ

1D
-0.02%
1M
-6.18%
YTD
15.00%
6M
17.16%
1Y
16.10%
3Y*
16.06%
5Y*
1.99%
10Y*
3.55%
*Multi-year figures are annualized to reflect compound growth (CAGR)

TSI vs. VZ - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
TSI
TCW Strategic Income Fund Inc.
-6.53%9.72%13.45%7.13%-14.33%8.08%3.77%17.97%-3.83%16.42%
VZ
Verizon Communications Inc.
15.00%8.86%13.14%2.71%-20.02%-7.55%-0.13%13.83%11.26%3.97%

Correlation

The correlation between TSI and VZ is -0.05, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

-0.05

Correlation (3Y)
Calculated over the trailing 3-year period

0.03

Correlation (5Y)
Calculated over the trailing 5-year period

0.04

Correlation (10Y)
Calculated over the trailing 10-year period

0.05

Correlation (All Time)
Calculated using the full available price history since Jul 3, 2000

0.12

The correlation between TSI and VZ shifts across timeframes, from -0.05 (1 year) to 0.12 (all time), reflecting how their relationship changes across market environments.

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Return for Risk

TSI vs. VZ — Risk / Return Rank

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

TSI
TSI Risk / Return Rank: 33
Overall Rank
TSI Sharpe Ratio Rank: 33
Sharpe Ratio Rank
TSI Sortino Ratio Rank: 22
Sortino Ratio Rank
TSI Omega Ratio Rank: 22
Omega Ratio Rank
TSI Calmar Ratio Rank: 33
Calmar Ratio Rank
TSI Martin Ratio Rank: 33
Martin Ratio Rank

VZ
VZ Risk / Return Rank: 6363
Overall Rank
VZ Sharpe Ratio Rank: 6565
Sharpe Ratio Rank
VZ Sortino Ratio Rank: 6262
Sortino Ratio Rank
VZ Omega Ratio Rank: 6060
Omega Ratio Rank
VZ Calmar Ratio Rank: 6666
Calmar Ratio Rank
VZ Martin Ratio Rank: 6565
Martin Ratio Rank
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.

TSI vs. VZ - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for TCW Strategic Income Fund Inc. (TSI) and Verizon Communications Inc. (VZ). 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.


TSIVZDifference
Sharpe ratioReturn per unit of total volatility

-0.74

Sortino ratioReturn per unit of downside risk

-1.28

Omega ratioGain probability vs. loss probability

1.00

1.16

-0.16

Calmar ratioReturn relative to maximum drawdown

-0.03

1.21

-1.25

Martin ratioReturn relative to average drawdown

-0.07

2.55

-2.62

TSI vs. VZ - Sharpe Ratio Comparison

The current TSI Sharpe Ratio is -0.03, which is lower than the VZ Sharpe Ratio of 0.71. The chart below compares the historical Sharpe Ratios of TSI and VZ, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Drawdowns

TSI vs. VZ - Drawdown Comparison

The maximum TSI drawdown since its inception was -60.35%, which is greater than VZ's maximum drawdown of -50.66%. Use the drawdown chart below to compare losses from any high point for TSI and VZ.


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Drawdown Indicators


TSIVZDifference

Max Drawdown

Largest peak-to-trough decline

-60.35%

-50.66%

-9.69%

Max Drawdown (1Y)

Largest decline over 1 year

-8.30%

-13.32%

+5.02%

Max Drawdown (3Y)

Largest decline over 3 years

-8.30%

-14.93%

+6.63%

Max Drawdown (5Y)

Largest decline over 5 years

-18.56%

-38.38%

+19.82%

Max Drawdown (10Y)

Largest decline over 10 years

-30.00%

-41.21%

+11.21%

Current Drawdown

Current decline from peak

-6.57%

-10.39%

+3.82%

Average Drawdown

Average peak-to-trough decline

-7.69%

-14.82%

+7.13%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.59%

6.34%

-2.75%

Volatility

TSI vs. VZ - Volatility Comparison

The current volatility for TCW Strategic Income Fund Inc. (TSI) is 1.45%, while Verizon Communications Inc. (VZ) has a volatility of 6.99%. This indicates that TSI experiences smaller price fluctuations and is considered to be less risky than VZ based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


TSIVZDifference

Volatility (1M)

Calculated over the trailing 1-month period

1.45%

6.99%

-5.54%

Volatility (6M)

Calculated over the trailing 6-month period

7.29%

18.16%

-10.87%

Volatility (1Y)

Calculated over the trailing 1-year period

8.40%

22.92%

-14.52%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

10.89%

21.71%

-10.82%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

14.03%

20.39%

-6.36%

Dividends

TSI vs. VZ - Dividend Comparison

TSI's dividend yield for the trailing twelve months is around 9.17%, more than VZ's 6.10% yield.


PositionTTM20252024202320222021202020192018201720162015
TSI
TCW Strategic Income Fund Inc.
9.17%6.58%8.00%7.73%7.00%6.36%4.83%7.39%7.07%5.36%5.21%4.08%
VZ
Verizon Communications Inc.
6.10%6.68%6.68%6.96%6.53%4.85%4.21%3.95%4.22%4.39%4.26%4.79%

Frequently Asked Questions


TSI and VZ have a correlation of -0.05, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

VZ has higher volatility (6.99%) compared to TSI (1.45%). In terms of maximum drawdown, TSI dropped -60.35% vs VZ's -50.66%.

VZ currently has the higher Sharpe Ratio (0.71 vs -0.03), 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.

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