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PHK vs UDOW

Comparison between Pimco High Income Fund (PHK, ETF) and PROSHARES ULTRAPRO DOW30 (UDOW, ETF).

5-Year PerformanceUDOW has outperformed PHK, delivering a return of +13.8% compared to +2.9%

PHK vs UDOW - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
Winner
PHK
$841M
UDOW
$840M
Max Drawdown
PHK
80.92%
Winner
UDOW
80.29%
Sharpe Ratio
PHK
0.35
Winner
UDOW
1.22
5Y Beta
Winner
PHK
0.28
UDOW
2.39
P/E Ratio
PHK
N/A
UDOW
23.97
Forward P/E
PHK
N/A
UDOW
20.69
PEG Ratio
PHK
N/A
UDOW
0.74
5Y Dividends CAGR
PHK
1.61%
Winner
UDOW
64.51%
5Y EPS CAGR
PHK
N/A
UDOW
13.32%
Debt to Equity
PHK
N/A
UDOW
-37.80%
P/S Ratio
PHK
N/A
UDOW
3.27
P/B Ratio
PHK
N/A
UDOW
5.77

PHK vs UDOW - Historical Returns

Returns include dividend reinvestment.

1M
PHK
+0.18%
Winner
UDOW
+7.92%
3M
PHK
-0.56%
Winner
UDOW
+27.79%
6M
PHK
-0.33%
Winner
UDOW
+11.41%
1Y
PHK
+7.05%
Winner
UDOW
+51.98%
5Y(CAGR)
PHK
+2.86%
Winner
UDOW
+13.80%
10Y(CAGR)
PHK
+3.89%
Winner
UDOW
+23.70%
Max(CAGR)
PHK
+7.33%
Winner
UDOW
+26.09%

PHK vs UDOW - Annual Returns (2003 - 2026)

Returns include dividend reinvestment.

YearPHKUDOW
2026-1.35%+12.62%
2025+11.70%+25.89%
2024+9.25%+28.33%
2023+17.04%+32.92%
2022-15.74%-33.72%
2021+10.66%+71.28%
2020-10.14%-20.26%
2019+3.58%+74.84%
2018+21.06%-24.56%
2017-10.22%+96.42%
2016+26.69%+54.65%
2015-18.60%-8.48%
2014+7.63%+28.98%
2013+18.45%+94.12%
2012-2.52%+20.87%
2011+5.06%+6.56%
2010+40.05%+51.43%
2009+109.30%N/A
2008-48.02%N/A
2007-9.90%N/A
2006+21.48%N/A
2005+7.69%N/A
2004+13.66%N/A
2003+6.22%N/A

PHK vs UDOW Drawdown Comparison

The maximum drawdown for PHK was -75.29%, occurring on Nov 21, 2008. Recovery took 601 trading sessions.

The maximum drawdown for UDOW was -80.29%, occurring on Mar 23, 2020. Recovery took 291 trading sessions.

The current PHK drawdown is -4.43%. The current UDOW drawdown is -2.65%.

RankPHKUDOW
#1-75.29%
Jun 5, 2007 - Oct 21, 2009		-80.29%
Feb 12, 2020 - Apr 9, 2021
#2-51.25%
Mar 21, 2019 - Oct 1, 2024		-55.79%
Jan 4, 2022 - Jul 16, 2024
#3-41.07%
Apr 6, 2015 - Jan 26, 2017		-49.22%
Jan 26, 2018 - Nov 15, 2019
#4-27.24%
Oct 5, 2012 - Jan 21, 2014		-45.60%
Apr 29, 2011 - Mar 13, 2012
#5-22.66%
Jun 3, 2011 - Jun 8, 2012		-44.83%
Dec 4, 2024 - Oct 24, 2025
#6-18.66%
Feb 1, 2017 - Jun 22, 2018		-39.01%
May 19, 2015 - Jul 14, 2016
#7-17.25%
Dec 28, 2009 - Mar 29, 2010		-36.80%
Apr 26, 2010 - Nov 4, 2010
#8-16.42%
Apr 12, 2010 - Jul 20, 2010		-28.07%
Feb 10, 2026 - May 29, 2026
#9-16.42%
Jul 9, 2014 - Mar 5, 2015		-23.97%
May 1, 2012 - Aug 16, 2012
#10-13.48%
Jan 13, 2004 - Aug 25, 2004		-21.51%
Oct 5, 2012 - Jan 17, 2013
#11-12.90%
Sep 13, 2018 - Feb 4, 2019		-20.52%
Dec 31, 2013 - Apr 2, 2014
#12-10.64%
Nov 8, 2010 - Feb 2, 2011		-19.43%
Sep 19, 2014 - Oct 31, 2014
#13-10.34%
May 19, 2003 - Nov 3, 2003		-18.38%
Nov 8, 2021 - Dec 29, 2021
#14-9.65%
Aug 9, 2010 - Oct 28, 2010		-17.98%
Jul 17, 2024 - Aug 30, 2024
#15-9.59%
Mar 26, 2025 - Jun 10, 2025		-17.77%
Feb 18, 2011 - Apr 6, 2011

Correlation

Correlation between PHK and UDOW is 0.89 which considered as a strong positive correlation - the stocks tend to move together.

0.89
-101

Dividend Comparison (2003 - 2026)

PHK vs UDOW dividend yield comparison.

YearPHKUDOW
20266.36%0.22%
202511.85%1.38%
202411.85%0.95%
202311.54%0.95%
202212.18%0.83%
20219.37%0.26%
202010.62%0.19%
201910.57%0.61%
201812.09%0.73%
201713.29%0.13%
201613.54%0.26%
201516.98%0.21%
201413.00%0.46%
201312.56%0.35%
201213.96%0.32%
201112.17%0.33%
201011.51%0.22%
200913.48%0.00%
200826.45%0.00%
200721.63%0.00%
200611.23%0.00%
200510.27%0.00%
200413.14%0.00%
20035.68%0.00%

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