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

Fri 2012-05-25💬 to Wed 2026-06-03	YTD Return	1 Year Return
PDI ×	−2.58% 2026-06-03	−1.29% 2026-06-03
PIMCO Dynamic Income Fund NYSE Mutual Fund
SPY ×	+7.54% 2026-06-03	+23.15% 2026-06-03
SPDR S&P 500 ETF Trust Exchange-Traded Fund

---

Returns

Fri 2012-05-25💬 to Wed 2026-06-03	Overall Return	Exponential Trendline
PDI ×	+149.59% +6.74%/yr	+5.17%/yr (R2=0.638)
PIMCO Dynamic Income Fund NYSE Mutual Fund
SPY ×	+402.01% +12.19%/yr	+10.36%/yr (R2=0.961)
SPDR S&P 500 ETF Trust Exchange-Traded Fund

---

Growth of $10,000

Fri 2012-05-25💬 to Wed 2026-06-03	Start Value	End Value
PDI ×	$10,000.00 2012-05-25	$24,959.34 2026-06-03
PIMCO Dynamic Income Fund NYSE Mutual Fund
SPY ×	$10,000.00 2012-05-25	$50,200.71 2026-06-03
SPDR S&P 500 ETF Trust Exchange-Traded Fund

---

Annual Returns

Year	PDI	SPY
2026 (YTD)	−2.58%	+7.54%
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	+14.90%	+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%

---

Drawdowns

Fri 2012-05-25💬 to Wed 2026-06-03	Current Drawdown	Worst Drawdown
PDI ×	−12.55% from 2020-02-11 peak	−46.47% 2020-03-23 from 2020-02-11 peak
PIMCO Dynamic Income Fund NYSE Mutual Fund
SPY ×	−0.71% from 2026-06-02 peak	−33.67% 2020-03-23 from 2020-02-19 peak
SPDR S&P 500 ETF Trust Exchange-Traded Fund

---

Rolling Returns

Period ending Wed 2026-06-03	1 Year	2 Years	3 Years	5 Years	10 Years
PDI ×	−1.29%	+7.75% +3.81%/yr	+27.07% +8.30%/yr	−7.95% −1.64%/yr	+48.66% +4.05%/yr
PIMCO Dynamic Income Fund NYSE Mutual Fund
SPY ×	+23.15%	+37.58% +17.31%/yr	+66.73% +18.55%/yr	+55.48% +9.23%/yr	+203.60% +11.75%/yr
SPDR S&P 500 ETF Trust Exchange-Traded Fund