All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
| Tue 2012-06-12💬 to Mon 2026-08-31 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| YYY × |
+55.20%
+3.14%/yr |
+1.21%/yr
R2=0.218 |
||||
| Amplify High Income ETF Exchange-Traded Fund | ||||||
| GOF × |
+72.33%
+3.90%/yr |
+5.45%/yr
R2=0.796 |
||||
| Guggenheim Strategic Opportunities Closed Fund NYSE Mutual Fund | ||||||
| PDI × |
+125.87%
+5.90%/yr |
+4.87%/yr
R2=0.617 |
||||
| PIMCO Dynamic Income Fund NYSE Mutual Fund | ||||||
| Tue 2012-06-12💬 to Mon 2026-08-31 |
Start
Value |
End
Value |
|---|---|---|
| YYY × |
$10,000.00
2012-06-12 |
$15,520.41
2026-08-31 |
| GOF × |
$10,000.00
2012-06-12 |
$17,233.02
2026-08-31 |
| PDI × |
$10,000.00
2012-06-12 |
$22,587.47
2026-08-31 |
| YTD | YoY | |
|---|---|---|
| YYY × | +2.71% | +4.44% |
| GOF × | −20.19% | −27.39% |
| PDI × | −8.06% | −13.19% |
|
Current
Drawdown |
Worst
Drawdown |
|
|---|---|---|
| YYY × |
−5.82%
on 2026-08-31 from 2021-06-14 peak |
−42.48%
on 2020-03-23 from 2020-02-20 peak |
| GOF × |
−28.74%
on 2026-08-31 from 2025-10-01 peak |
−40.02%
on 2023-10-17 from 2021-08-06 peak |
| PDI × |
−17.47%
on 2026-08-31 from 2020-02-11 peak |
−46.47%
on 2020-03-23 from 2020-02-11 peak |
| Period ending Mon 2026-08-31 | 1 yr | 2 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|
| YYY × | +4.44% |
+11.25% +5.47%/yr |
+28.84% +8.81%/yr |
−4.02% −0.82%/yr |
+18.54% +1.72%/yr |
| GOF × | −27.39% |
−21.32% −11.30%/yr |
−12.15% −4.23%/yr |
−25.20% −5.64%/yr |
+26.30% +2.36%/yr |
| PDI × | −13.19% |
−0.75% −0.38%/yr |
+18.71% +5.88%/yr |
−11.69% −2.46%/yr |
+31.15% +2.75%/yr |
| Year | YYY | GOF | PDI |
|---|---|---|---|
| 2026 (YTD) | +2.71% | −20.19% | −8.06% |
| 2025 | +10.13% | −4.48% | +8.18% |
| 2024 | +8.73% | +34.16% | +13.92% |
| 2023 | +9.32% | −6.19% | +8.37% |
| 2022 | −26.53% | −11.49% | −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 | −9.79% | −10.73% | +1.78% |
| 2014 | +0.66% | +7.30% | +19.40% |
| 2013 | +9.71% | +7.85% | +10.04% |
| 2012 | +13.96% | +12.17% | +22.42% |
| 2011 | — | +9.94% | — |
| 2010 | — | +29.14% | — |
| 2009 | — | +83.84% | — |
| 2008 | — | −33.53% | — |
| 2007 | — | −9.25% | — |
