All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)

Total Real Returns

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

Growth of $10,000

Fri 2012-05-25💬 to Fri 2026-11-13 Overall
Return 		Exponential
Trendline
PDI × 		+129.03%
+5.89%/yr 		+4.92%/yr
R2=0.627
PIMCO Dynamic Income Fund NYSE Mutual Fund
SPY × 		+399.03%
+11.75%/yr 		+10.46%/yr
R2=0.964
State Street SPDR S&P 500 ETF Trust Exchange-Traded Fund

Growth of $10,000 Summary

Fri 2012-05-25💬 to Fri 2026-11-13 Start
Value 		End
Value
PDI × 		$10,000.00
2012-05-25 		$22,903.40
2026-11-13
SPY × 		$10,000.00
2012-05-25 		$49,902.75
2026-11-13

This Year’s Performance

through 2026-11-13

  YTD YoY
PDI × 		−10.61% −11.03%
SPY × 		+6.91% +8.89%

Drawdowns

  Current
Drawdown 		Worst
Drawdown
PDI × 		−19.76%
on 2026-11-13
from 2020-02-11 peak 		−46.47%
on 2020-03-23
from 2020-02-11 peak
SPY × 		−3.81%
on 2026-11-13
from 2026-08-13 peak 		−33.67%
on 2020-03-23
from 2020-02-19 peak

Rolling Returns

Period ending Fri 2026-11-13 1 yr 2 yr 3 yr 5 yr 10 yr
PDI × 		−11.03% −7.20%
−3.67%/yr 		+19.62%
+6.16%/yr 		−9.03%
−1.88%/yr 		+35.39%
+3.08%/yr
SPY × 		+8.89% +20.69%
+9.86%/yr 		+61.64%
+17.36%/yr 		+41.55%
+7.20%/yr 		+191.80%
+11.30%/yr

Annual Returns

Year PDI SPY
2026 (YTD) −10.61% +6.91%
2025 +8.17% +14.65%
2024 +13.93% +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 — −23.41%
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%