AVK vs DSU

Comparison between Advent Convertible and Income Fund (AVK, ETF) and BlackRock Debt Strategies Fund Inc (DSU, ETF).

5-Year PerformanceDSU has outperformed AVK, delivering a return of +6.3% compared to +5.0%

AVK vs DSU - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	AVK(ETF)	DSU(ETF)
Net Assets	$593M	$596M
Max Drawdown	72.63%	78.64%
Sharpe Ratio	0.67	-0.46
5Y Beta	0.71	0.30
5Y Dividends CAGR	2.16%	11.11%

Net Assets

AVK

$593M

Winner

DSU

$596M

Max Drawdown

Winner

AVK

72.63%

DSU

78.64%

Sharpe Ratio

Winner

AVK

0.67

DSU

-0.46

5Y Beta

AVK

0.71

Winner

DSU

0.30

5Y Dividends CAGR

AVK

2.16%

Winner

DSU

11.11%

AVK vs DSU - Historical Returns

Returns include dividend reinvestment.

Period	AVK	DSU
1 month	+3.20%	+1.48%
3 months	+0.05%	-1.39%
6 months	+6.16%	+1.02%
1 year	+12.66%	-0.27%
5 years(CAGR)	+5.04%	+6.32%
10 years(CAGR)	+9.84%	+7.33%
Max(CAGR)	+6.99%	+6.52%

Winner

AVK

+3.20%

DSU

+1.48%

Winner

AVK

+0.05%

DSU

-1.39%

Winner

AVK

+6.16%

DSU

+1.02%

Winner

AVK

+12.66%

DSU

-0.27%

5Y(CAGR)

AVK

+5.04%

Winner

DSU

+6.32%

10Y(CAGR)

Winner

AVK

+9.84%

DSU

+7.33%

Max(CAGR)

Winner

AVK

+6.99%

DSU

+6.52%

AVK vs DSU - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	AVK	DSU
2026	+7.61%	-0.13%
2025	+19.95%	+5.03%
2024	+19.76%	+11.83%
2023	+16.15%	+29.30%
2022	-34.02%	-15.84%
2021	+31.87%	+20.28%
2020	+17.44%	+2.25%
2019	+33.44%	+21.10%
2018	-14.12%	-10.89%
2017	+17.14%	+10.10%
2016	+17.46%	+21.39%
2015	-11.00%	-1.18%
2014	-6.13%	+0.25%
2013	+21.73%	-0.31%
2012	+13.22%	+18.15%
2011	-12.06%	+10.38%
2010	+25.01%	+15.57%
2009	+45.72%	+49.57%
2008	-46.86%	-48.60%
2007	-9.22%	-15.32%
2006	+35.65%	+28.62%
2005	-6.96%	-0.81%
2004	+9.88%	+10.41%
2003	+11.70%	+36.60%
2002	N/A	-2.25%
2001	N/A	+14.21%
2000	N/A	-1.28%
1999	N/A	-5.08%

AVK vs DSU Drawdown Comparison

The maximum drawdown for AVK was -67.35%, occurring on Dec 15, 2008. Recovery took 920 trading sessions.

The maximum drawdown for DSU was -71.89%, occurring on Mar 9, 2009. Recovery took 1366 trading sessions.

The current AVK drawdown is -3.08%. The current DSU drawdown is -2.39%.

Rank	AVK	DSU
#1	-67.35% Jul 3, 2007 - Feb 25, 2011	-71.89% Feb 1, 2007 - Jul 3, 2012
#2	-49.75% Feb 20, 2020 - Nov 16, 2020	-45.38% Feb 19, 2020 - Jan 15, 2021
#3	-38.46% Dec 31, 2021 - Jun 26, 2025	-30.49% May 16, 2002 - Mar 31, 2003
#4	-36.50% Aug 21, 2014 - May 1, 2017	-24.22% Dec 28, 2021 - Nov 24, 2023
#5	-31.14% Mar 4, 2011 - Apr 26, 2013	-20.52% Aug 16, 2000 - Jan 18, 2001
#6	-21.42% Oct 1, 2018 - Apr 8, 2019	-19.43% Jan 31, 2001 - Jan 7, 2002
#7	-17.57% Apr 2, 2004 - Oct 7, 2004	-18.01% Jan 21, 2004 - Oct 5, 2004
#8	-14.24% Jan 28, 2026 - Apr 20, 2026	-16.34% May 8, 2013 - Jul 22, 2016
#9	-13.93% Jan 3, 2005 - Aug 3, 2005	-14.59% Feb 14, 2025 - May 29, 2025
#10	-12.65% May 17, 2013 - Nov 29, 2013	-14.04% Dec 28, 2004 - Jul 14, 2005
#11	-11.33% Sep 6, 2005 - Jan 25, 2006	-13.43% Aug 24, 2018 - Apr 12, 2019
#12	-10.28% Nov 15, 2021 - Dec 23, 2021	-12.41% Jul 11, 2003 - Oct 8, 2003
#13	-9.43% May 28, 2003 - Oct 6, 2003	-10.74% Oct 4, 2012 - Jan 11, 2013
#14	-8.73% Jan 26, 2018 - Aug 9, 2018	-10.58% Sep 12, 2005 - Jan 12, 2006
#15	-8.18% Jul 13, 2021 - Aug 9, 2021	-10.00% Nov 5, 1999 - Jul 27, 2000

Correlation

Correlation between AVK and DSU is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.

0.97

-101

Dividend Comparison (2000 - 2026)

AVK vs DSU dividend yield comparison.

Year	AVK	DSU
2026	7.46%	8.40%
2025	11.22%	11.63%
2024	11.71%	11.01%
2023	12.36%	9.70%
2022	12.90%	7.56%
2021	15.13%	6.21%
2020	8.51%	7.96%
2019	9.04%	7.43%
2018	11.21%	8.41%
2017	8.10%	6.98%
2016	7.67%	6.60%
2015	8.33%	8.07%
2014	6.89%	7.96%
2013	6.08%	8.47%
2012	6.99%	7.77%
2011	9.15%	8.35%
2010	8.74%	9.08%
2009	7.23%	11.56%
2008	18.12%	24.45%
2007	9.42%	11.73%
2006	9.13%	8.86%
2005	11.46%	10.30%
2004	9.47%	9.46%
2003	5.60%	11.24%
2002	0.00%	14.34%
2001	0.00%	14.43%
2000	0.00%	7.55%