All charts and data below are with dividends reinvested. (Inflation adjustment is OFF !)

Total Real Returns

APFPX vs. PDO vs. EGRAX: Total Return Chart (with Dividends Reinvested)

Growth of $10,000

Thu 2022-03-31💬 to Fri 2026-10-30 Overall
Return 		Exponential
Trendline
APFPX × 		+49.24%
+9.13%/yr 		+9.87%/yr
R2=0.993
Artisan Global Unconstrained Fund Investor Shares Mutual Fund
PDO × 		+24.15%
+4.83%/yr 		+11.76%/yr
R2=0.862
Pimco Dynamic Income Opportunities Fund NYSE Common Stock
EGRAX × 		+59.20%
+10.68%/yr 		+11.98%/yr
R2=0.952
Eaton Vance Global Macro Absolute Return Advantage Fund Mutual Fund

Growth of $10,000 Summary

Thu 2022-03-31💬 to Fri 2026-10-30 Start
Value 		End
Value
APFPX × 		$10,000.00
2022-03-31 		$14,923.78
2026-10-30
PDO × 		$10,000.00
2022-03-31 		$12,414.81
2026-10-30
EGRAX × 		$10,000.00
2022-03-31 		$15,920.30
2026-10-30

This Year’s Performance

through 2026-10-30

  YTD YoY
APFPX × 		+6.53% +9.58%
PDO × 		−6.41% −4.89%
EGRAX × 		+10.90% +15.38%

Drawdowns

  Current
Drawdown 		Worst
Drawdown
APFPX × 		−1.41%
on 2026-10-30
from 2026-10-01 peak 		−2.10%
on 2023-03-15
from 2023-03-02 peak
PDO × 		−10.05%
on 2026-10-30
from 2026-02-18 peak 		−21.85%
on 2023-10-26
from 2022-04-04 peak
EGRAX × 		−0.78%
on 2026-10-30
from 2026-09-30 peak 		−9.15%
on 2022-07-15
from 2022-04-08 peak

Rolling Returns

Period ending Fri 2026-10-30 1 yr 2 yr 3 yr 5 yr 10 yr
APFPX × 		+9.58% +20.44%
+9.74%/yr 		+32.88%
+9.94%/yr 		— —
PDO × 		−4.89% +8.35%
+4.09%/yr 		+52.85%
+15.19%/yr 		+7.25%
+1.41%/yr 		—
EGRAX × 		+15.38% +36.55%
+16.85%/yr 		+49.55%
+14.36%/yr 		+55.18%
+9.19%/yr 		+82.38%
+6.19%/yr

Annual Returns

Year APFPX PDO EGRAX
2026 (YTD) +6.53% −6.41% +10.90%
2025 +11.42% +13.97% +20.06%
2024 +10.83% +24.56% +9.19%
2023 +7.67% +8.07% +8.09%
2022 +5.36% −23.41% −2.30%
2021 — +4.29% +3.35%
2020 — — +4.48%
2019 — — +14.43%
2018 — — −8.66%
2017 — — +5.49%
2016 — — +5.57%
2015 — — +3.85%
2014 — — +5.98%
2013 — — −1.03%
2012 — — +12.61%
2011 — — −1.65%
2010 — — +1.06%