PDI,SPY: Total Real Return Chart (Dividends Reinvested, Inflation Adjusted)

Fri 2012-05-25💬 to Mon 2026-06-29	YTD Return	1 Year Return
PDI ×	−2.32% 2026-06-29	−2.17% 2026-06-29
PIMCO Dynamic Income Fund NYSE Mutual Fund
SPY ×	+5.30% 2026-06-29	+16.86% 2026-06-29
SPDR S&P 500 ETF Trust Exchange-Traded Fund

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Returns

Fri 2012-05-25💬 to Mon 2026-06-29	Overall Return	Exponential Trendline
PDI ×	+150.26% +6.73%/yr	+5.14%/yr (R2=0.638)
PIMCO Dynamic Income Fund NYSE Mutual Fund
SPY ×	+391.51% +11.96%/yr	+10.37%/yr (R2=0.961)
SPDR S&P 500 ETF Trust Exchange-Traded Fund

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Growth of $10,000

Fri 2012-05-25💬 to Mon 2026-06-29	Start Value	End Value
PDI ×	$10,000.00 2012-05-25	$25,026.40 2026-06-29
PIMCO Dynamic Income Fund NYSE Mutual Fund
SPY ×	$10,000.00 2012-05-25	$49,150.90 2026-06-29
SPDR S&P 500 ETF Trust Exchange-Traded Fund

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Annual Returns

Year	PDI	SPY
2026 (YTD)	−2.32%	+5.30%
2025	+8.18%	+14.65%
2024	+13.92%	+21.39%
2023	+8.37%	+22.09%
2022	−22.03%	−23.15%
2021	+0.72%	+20.27%
2020	−11.17%	+16.74%
2019	+19.50%	+28.29%
2018	+5.34%	−6.35%
2017	+16.14%	+19.19%
2016	+14.91%	+9.73%
2015	+1.78%	+0.50%
2014	+19.40%	+12.61%
2013	+10.04%	+30.35%
2012	+22.42%	+14.01%
2011	—	−1.04%
2010	—	+13.36%
2009	—	+23.01%
2008	—	−36.85%
2007	—	+1.01%
2006	—	+13.00%
2005	—	+1.35%
2004	—	+7.21%
2003	—	+25.82%
2002	—	−23.40%
2001	—	−13.10%
2000	—	−12.70%
1999	—	+17.24%
1998	—	+26.65%
1997	—	+31.24%
1996	—	+18.63%
1995	—	+34.61%
1994	—	−2.22%
1993	—	+6.22%

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Drawdowns

Fri 2012-05-25💬 to Mon 2026-06-29	Current Drawdown	Worst Drawdown
PDI ×	−12.32% from 2020-02-11 peak	−46.47% 2020-03-23 from 2020-02-11 peak
PIMCO Dynamic Income Fund NYSE Mutual Fund
SPY ×	−2.48% from 2026-06-02 peak	−33.67% 2020-03-23 from 2020-02-19 peak
SPDR S&P 500 ETF Trust Exchange-Traded Fund

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Rolling Returns

Period ending Mon 2026-06-29	1 Year	2 Years	3 Years	5 Years	10 Years
PDI ×	−2.17%	+9.79% +4.78%/yr	+23.44% +7.27%/yr	−6.14% −1.26%/yr	+47.05% +3.93%/yr
PIMCO Dynamic Income Fund NYSE Mutual Fund
SPY ×	+16.86%	+30.25% +14.13%/yr	+59.31% +16.79%/yr	+49.77% +8.41%/yr	+201.75% +11.68%/yr
SPDR S&P 500 ETF Trust Exchange-Traded Fund