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

Total Real Returns

PDO vs. PDX vs. DODLX: Total Real Return Chart (Dividends Reinvested, Inflation Adjusted)

Growth of $10,000

Mon 2021-02-01💬 to Fri 2026-10-30 Overall
Return 		Exponential
Trendline
PDO × 		−11.21%
−2.05%/yr 		+1.04%/yr
R2=0.016
Pimco Dynamic Income Opportunities Fund NYSE Common Stock
PDX × 		+209.14%
+21.72%/yr 		+20.31%/yr
R2=0.918
PIMCO Energy & Tactical Credit Opps NYSE Mutual Fund
DODLX × 		−10.66%
−1.94%/yr 		+0.12%/yr
R2=0.001
Dodge & Cox Global Bond Fund Mutual Fund

Growth of $10,000 Summary

Mon 2021-02-01💬 to Fri 2026-10-30 Start
Value 		End
Value
PDO × 		$10,000.00
2021-02-01 		$8,878.68
2026-10-30
PDX × 		$10,000.00
2021-02-01 		$30,913.90
2026-10-30
DODLX × 		$10,000.00
2021-02-01 		$8,934.48
2026-10-30

This Year’s Performance

through 2026-10-30

  YTD YoY
PDO × 		−10.26% −8.68%
PDX × 		+13.49% +13.54%
DODLX × 		−3.96% −3.35%

Drawdowns

  Current
Drawdown 		Worst
Drawdown
PDO × 		−21.00%
on 2026-10-30
from 2021-06-30 peak 		−44.22%
on 2023-10-26
from 2021-06-30 peak
PDX × 		−19.45%
on 2026-10-30
from 2025-01-15 peak 		−37.91%
on 2025-04-10
from 2025-01-15 peak
DODLX × 		−11.02%
on 2026-10-30
from 2021-02-10 peak 		−25.75%
on 2022-10-20
from 2021-02-10 peak

Rolling Returns

Period ending Fri 2026-10-30 1 yr 2 yr 3 yr 5 yr 10 yr
PDO × 		−8.68% +1.20%
+0.60%/yr 		+39.16%
+11.64%/yr 		−12.27%
−2.58%/yr 		—
PDX × 		+13.54% +14.82%
+7.15%/yr 		+45.79%
+13.39%/yr 		+110.31%
+16.03%/yr 		—
DODLX × 		−3.35% +2.56%
+1.27%/yr 		+12.90%
+4.13%/yr 		−5.49%
−1.12%/yr 		+9.19%
+0.88%/yr

Annual Returns

Year PDO PDX DODLX
2026 (YTD) −10.26% +13.49% −3.96%
2025 +11.00% −12.93% +8.67%
2024 +21.07% +33.13% −2.27%
2023 +4.57% +39.83% +8.66%
2022 −28.06% +15.55% −13.79%
2021 −2.13% +57.70% −7.37%
2020 — −44.95% +10.37%
2019 — −12.62% +9.73%
2018 — — −3.29%
2017 — — +6.07%
2016 — — +6.44%
2015 — — −6.89%
2014 — — −1.83%