All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
| Tue 2012-06-12💬 to Fri 2026-10-16 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| YYY × |
+42.73%
+2.51%/yr |
+1.22%/yr
R2=0.225 |
||||
| Amplify High Income ETF Exchange-Traded Fund | ||||||
| GOF × |
+61.64%
+3.40%/yr |
+5.29%/yr
R2=0.773 |
||||
| Guggenheim Strategic Opportunities Closed Fund NYSE Mutual Fund | ||||||
| PDI × |
+116.85%
+5.54%/yr |
+4.78%/yr
R2=0.610 |
||||
| PIMCO Dynamic Income Fund NYSE Mutual Fund | ||||||
| Tue 2012-06-12💬 to Fri 2026-10-16 |
Start
Value |
End
Value |
|---|---|---|
| YYY × |
$10,000.00
2012-06-12 |
$14,272.89
2026-10-16 |
| GOF × |
$10,000.00
2012-06-12 |
$16,163.82
2026-10-16 |
| PDI × |
$10,000.00
2012-06-12 |
$21,684.79
2026-10-16 |
| YTD | YoY | |
|---|---|---|
| YYY × | −5.54% | −3.91% |
| GOF × | −25.13% | −31.03% |
| PDI × | −11.74% | −16.85% |
|
Current
Drawdown |
Worst
Drawdown |
|
|---|---|---|
| YYY × |
−13.39%
on 2026-10-16 from 2021-06-14 peak |
−42.48%
on 2020-03-23 from 2020-02-20 peak |
| GOF × |
−33.16%
on 2026-10-16 from 2025-10-01 peak |
−40.03%
on 2023-10-17 from 2021-08-06 peak |
| PDI × |
−20.77%
on 2026-10-16 from 2020-02-11 peak |
−46.47%
on 2020-03-23 from 2020-02-11 peak |
| Period ending Fri 2026-10-16 | 1 yr | 2 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|
| YYY × | −3.91% |
+0.38% +0.19%/yr |
+25.15% +7.77%/yr |
−10.57% −2.21%/yr |
+11.05% +1.05%/yr |
| GOF × | −31.03% |
−29.06% −15.78%/yr |
+3.17% +1.05%/yr |
−27.65% −6.27%/yr |
+15.21% +1.43%/yr |
| PDI × | −16.85% |
−9.43% −4.83%/yr |
+24.03% +7.44%/yr |
−11.08% −2.32%/yr |
+25.11% +2.27%/yr |
| Year | YYY | GOF | PDI |
|---|---|---|---|
| 2026 (YTD) | −5.54% | −25.13% | −11.74% |
| 2025 | +10.13% | −4.48% | +8.17% |
| 2024 | +8.73% | +34.16% | +13.93% |
| 2023 | +9.32% | −6.19% | +8.37% |
| 2022 | −26.53% | −11.51% | −22.03% |
| 2021 | +6.63% | −2.00% | +0.72% |
| 2020 | −2.19% | +19.87% | −11.17% |
| 2019 | +19.16% | +8.04% | +19.50% |
| 2018 | −11.89% | −7.72% | +5.34% |
| 2017 | +11.51% | +19.47% | +16.14% |
| 2016 | +13.35% | +29.14% | +14.91% |
| 2015 | −9.80% | −10.72% | +1.78% |
| 2014 | +0.66% | +7.30% | +19.40% |
| 2013 | +9.71% | +7.84% | +10.04% |
| 2012 | +13.96% | +12.17% | +22.42% |
| 2011 | — | +9.94% | — |
| 2010 | — | +29.14% | — |
| 2009 | — | +83.72% | — |
| 2008 | — | −33.52% | — |
| 2007 | — | −9.24% | — |
