All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
| Wed 2009-11-25💬 to Wed 2026-06-10 |
YTD
Return |
1 Year
Return |
||||
|---|---|---|---|---|---|---|
| PTY × |
−7.36%
2026-06-10 |
−8.59%
2026-06-10 |
||||
| PIMCO Corporate & Income Opportunity NYSE Mutual Fund | ||||||
| STK × |
+29.82%
2026-06-10 |
+69.29%
2026-06-10 |
||||
| Columbia Seligman Premium Technology Growth Closed Fund NYSE Mutual Fund | ||||||
| SPY × |
+3.03%
2026-06-10 |
+16.71%
2026-06-10 |
||||
| SPDR S&P 500 ETF Trust NYSE Exchange-Traded Fund | ||||||
| Wed 2009-11-25💬 to Wed 2026-06-10 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| PTY × |
+209.10%
+7.06%/yr |
+6.14%/yr
(R2=0.814) |
||||
| PIMCO Corporate & Income Opportunity NYSE Mutual Fund | ||||||
| STK × |
+749.32%
+13.81%/yr |
+13.81%/yr
(R2=0.952) |
||||
| Columbia Seligman Premium Technology Growth Closed Fund NYSE Mutual Fund | ||||||
| SPY × |
+464.27%
+11.03%/yr |
+10.77%/yr
(R2=0.973) |
||||
| SPDR S&P 500 ETF Trust NYSE Exchange-Traded Fund | ||||||
| Wed 2009-11-25💬 to Wed 2026-06-10 |
Start
Value |
End
Value |
||||
|---|---|---|---|---|---|---|
| PTY × |
$10,000.00
2009-11-25 |
$30,910.38
2026-06-10 |
||||
| PIMCO Corporate & Income Opportunity NYSE Mutual Fund | ||||||
| STK × |
$10,000.00
2009-11-25 |
$84,932.05
2026-06-10 |
||||
| Columbia Seligman Premium Technology Growth Closed Fund NYSE Mutual Fund | ||||||
| SPY × |
$10,000.00
2009-11-25 |
$56,426.95
2026-06-10 |
||||
| SPDR S&P 500 ETF Trust NYSE Exchange-Traded Fund | ||||||
| Year | PTY | STK | SPY |
|---|---|---|---|
| 2026 (YTD) | −7.36% | +29.82% | +3.03% |
| 2025 | −3.09% | +21.60% | +14.65% |
| 2024 | +16.52% | +14.45% | +21.39% |
| 2023 | +18.59% | +44.36% | +22.09% |
| 2022 | −23.64% | −34.56% | −23.15% |
| 2021 | −6.20% | +38.89% | +20.27% |
| 2020 | +1.85% | +23.72% | +16.74% |
| 2019 | +33.06% | +49.33% | +28.29% |
| 2018 | +0.58% | −16.50% | −6.35% |
| 2017 | +24.01% | +30.77% | +19.19% |
| 2016 | +18.50% | +14.31% | +9.73% |
| 2015 | −6.60% | +3.90% | +0.50% |
| 2014 | +3.26% | +45.86% | +12.61% |
| 2013 | −4.30% | +10.36% | +30.35% |
| 2012 | +19.53% | +1.89% | +14.01% |
| 2011 | +11.15% | −12.39% | −1.04% |
| 2010 | +31.42% | +3.94% | +13.36% |
| 2009 | +57.50% | +0.11% | +23.01% |
| 2008 | −13.20% | — | −36.85% |
| 2007 | −17.20% | — | +1.01% |
| 2006 | +8.67% | — | +13.00% |
| 2005 | +1.77% | — | +1.35% |
| 2004 | +10.77% | — | +7.21% |
| 2003 | +24.15% | — | +25.82% |
| 2002 | +0.11% | — | −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% |
| Wed 2009-11-25💬 to Wed 2026-06-10 |
Current
Drawdown |
Worst
Drawdown |
||||
|---|---|---|---|---|---|---|
| PTY × |
−27.25%
from 2021-08-11 peak |
−46.53%
2020-03-18 from 2020-02-20 peak |
||||
| PIMCO Corporate & Income Opportunity NYSE Mutual Fund | ||||||
| STK × |
−16.13%
from 2026-06-02 peak |
−41.76%
2020-03-18 from 2020-02-13 peak |
||||
| Columbia Seligman Premium Technology Growth Closed Fund NYSE Mutual Fund | ||||||
| SPY × |
−4.58%
from 2026-06-02 peak |
−33.67%
2020-03-23 from 2020-02-19 peak |
||||
| SPDR S&P 500 ETF Trust NYSE Exchange-Traded Fund | ||||||
| Period ending Wed 2026-06-10 |
1
Year |
2
Years |
3
Years |
5
Years |
10
Years |
|
|---|---|---|---|---|---|---|
| PTY × | −8.59% |
−6.90% −3.51%/yr |
+10.52% +3.39%/yr |
−22.16% −4.89%/yr |
+60.01% +4.81%/yr |
|
| PIMCO Corporate & Income Opportunity NYSE Mutual Fund | ||||||
| STK × | +69.29% |
+74.46% +32.08%/yr |
+95.33% +25.00%/yr |
+84.47% +13.03%/yr |
+459.70% +18.79%/yr |
|
| Columbia Seligman Premium Technology Growth Closed Fund NYSE Mutual Fund | ||||||
| SPY × | +16.71% |
+29.88% +13.97%/yr |
+59.12% +16.75%/yr |
+47.58% +8.09%/yr |
+191.38% +11.29%/yr |
|
| SPDR S&P 500 ETF Trust NYSE Exchange-Traded Fund | ||||||
