All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
| Mon 2021-02-01💬 to Mon 2026-10-12 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| SPY × |
+73.73%
+10.19%/yr |
+9.80%/yr
R2=0.682 |
||||
| State Street SPDR S&P 500 ETF Trust Exchange-Traded Fund | ||||||
| SCHD × |
+47.71%
+7.09%/yr |
+3.97%/yr
R2=0.430 |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| PDO × |
−9.39%
−1.72%/yr |
+1.04%/yr
R2=0.016 |
||||
| Pimco Dynamic Income Opportunities Fund NYSE Common Stock | ||||||
| Mon 2021-02-01💬 to Mon 2026-10-12 |
Start
Value |
End
Value |
|---|---|---|
| SPY × |
$10,000.00
2021-02-01 |
$17,372.53
2026-10-12 |
| SCHD × |
$10,000.00
2021-02-01 |
$14,771.16
2026-10-12 |
| PDO × |
$10,000.00
2021-02-01 |
$9,060.78
2026-10-12 |
| YTD | YoY | |
|---|---|---|
| SPY × | +10.82% | +16.29% |
| SCHD × | +19.72% | +25.25% |
| PDO × | −8.42% | −7.49% |
|
Current
Drawdown |
Worst
Drawdown |
|
|---|---|---|
| SPY × |
−0.29%
on 2026-10-12 from 2026-08-13 peak |
−29.17%
on 2022-10-12 from 2021-12-29 peak |
| SCHD × |
−5.22%
on 2026-10-12 from 2026-08-24 peak |
−21.66%
on 2022-09-30 from 2022-01-04 peak |
| PDO × |
−19.38%
on 2026-10-12 from 2021-06-30 peak |
−44.22%
on 2023-10-26 from 2021-06-30 peak |
| Period ending Mon 2026-10-12 | 1 yr | 2 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|
| SPY × | +16.29% |
+28.84% +13.51%/yr |
+70.27% +19.41%/yr |
+57.01% +9.44%/yr |
+206.25% +11.84%/yr |
| SCHD × | +25.25% |
+17.48% +8.39%/yr |
+44.57% +13.07%/yr |
+29.60% +5.32%/yr |
+141.01% +9.20%/yr |
| PDO × | −7.49% |
+0.55% +0.28%/yr |
+36.28% +10.87%/yr |
−13.70% −2.90%/yr |
— |
| Year | SPY | SCHD | PDO |
|---|---|---|---|
| 2026 (YTD) | +10.82% | +19.72% | −8.42% |
| 2025 | +14.65% | +1.62% | +11.00% |
| 2024 | +21.39% | +8.53% | +21.06% |
| 2023 | +22.09% | +1.16% | +4.57% |
| 2022 | −23.15% | −9.13% | −28.06% |
| 2021 | +20.27% | +21.34% | −2.13% |
| 2020 | +16.74% | +13.48% | — |
| 2019 | +28.29% | +24.45% | — |
| 2018 | −6.35% | −7.33% | — |
| 2017 | +19.19% | +18.34% | — |
| 2016 | +9.73% | +14.09% | — |
| 2015 | +0.50% | −1.02% | — |
| 2014 | +12.61% | +10.85% | — |
| 2013 | +30.35% | +30.91% | — |
| 2012 | +14.01% | +9.49% | — |
| 2011 | −1.04% | +5.72% | — |
| 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% | — | — |
