TY vs. PDI

In the year-to-date period, TY achieves a -0.88% return, which is significantly lower than PDI's 7.04% return. Both investments have delivered pretty close results over the past 10 years, with TY having a 7.94% annualized return and PDI not far behind at 7.71%.

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This table presents a comparison of risk-adjusted performance metrics for Tri-Continental Corporation (TY) 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 TY Sharpe Ratio is 0.44, which is comparable to the PDI Sharpe Ratio of 0.62. The chart below compares the historical Sharpe Ratios of TY 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.

TY's dividend yield for the trailing twelve months is around 4.60%, less than PDI's 14.32% yield.

The maximum TY drawdown since its inception was -66.69%, which is greater than PDI's maximum drawdown of -46.47%. Use the drawdown chart below to compare losses from any high point for TY and PDI.

Tri-Continental Corporation (TY) and PIMCO Dynamic Income Fund (PDI) have volatilities of 3.01% and 2.87%, 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.

This section allows you to compare key financial metrics between Tri-Continental Corporation and PIMCO Dynamic Income Fund. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.