DSU vs AVK

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

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

DSU vs AVK - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

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

Net Assets

Winner

DSU

$596M

AVK

$593M

Max Drawdown

DSU

78.64%

Winner

AVK

72.63%

Sharpe Ratio

DSU

-0.46

Winner

AVK

0.67

5Y Beta

Winner

DSU

0.30

AVK

0.71

5Y Dividends CAGR

Winner

DSU

11.11%

AVK

2.16%

DSU vs AVK - Historical Returns

Returns include dividend reinvestment.

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

DSU

+1.48%

Winner

AVK

+3.20%

DSU

-1.39%

Winner

AVK

+0.05%

DSU

+1.02%

Winner

AVK

+6.16%

DSU

-0.27%

Winner

AVK

+12.66%

5Y(CAGR)

Winner

DSU

+6.32%

AVK

+5.04%

10Y(CAGR)

DSU

+7.33%

Winner

AVK

+9.84%

Max(CAGR)

DSU

+6.52%

Winner

AVK

+6.99%

DSU vs AVK - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

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

DSU vs AVK Drawdown Comparison

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

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

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

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

Correlation

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

0.97

-101

Dividend Comparison (2000 - 2026)

DSU vs AVK dividend yield comparison.

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