Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| PDO (Pimco Dynamic Income Opportunities Fund) | 4.09% | 13.36% | 9.29% | NA | NA | NA | NA | 3.25% |
Data as of 06/03/2025, AR inception is 01/27/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PDO (Pimco Dynamic Income Opportunities Fund) | 01/27/2021 | 06/03/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.43 | 13.36 | 9.29 | NA | NA | NA | NA | 3.25 | 4.09 | 24.56 | 8.07 | -23.41 | 5.91 |
| Sharpe Ratio | NA | 0.78 | 0.32 | NA | NA | NA | NA | 0.03 | 0.28 | 1.82 | 0.23 | -1.12 | 0.46 |
| Standard Deviation(%) | NA | 14.53 | 17.37 | NA | NA | NA | NA | 16.62 | 19.96 | 9.86 | 16.45 | 22.17 | 13.80 |
| Draw Down(%) | NA | 12.26 | 19.03 | NA | NA | NA | NA | 36.83 | 12.26 | 6.12 | 19.03 | 29.37 | 11.74 |
| Yield(%) | 0.00 | 11.52 | 11.92 | 7.81 | 3.91 | 2.60 | 1.95 | 9.77 | 4.69 | 12.39 | 11.74 | 12.32 | 8.35 |
Data as of 06/03/2025, AR inception is 01/27/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PDO (Pimco Dynamic Income Opportunities Fund) |
-5.21%
Jun 2021 - Jun 2024 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PDO (Pimco Dynamic Income Opportunities Fund) |
8.56%
May 2022 - May 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart