Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| XPDOX (PIMCO Dynamic Income Opportunities Fund) | 0.78% | 11.03% | 12.45% | 3.38% | NA | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 02/03/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| XPDOX (PIMCO Dynamic Income Opportunities Fund) | 02/03/2021 | 06/03/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.71 | 11.03 | 12.45 | 3.38 | NA | NA | NA | … | … | 0.78 | 15.33 | 18.30 | 5.52 | -19.63 | 5.13 |
| Sharpe Ratio | NA | 2.77 | 2.49 | 0.17 | NA | NA | NA | … | … | -0.55 | 3.97 | 4.12 | 0.39 | -2.98 | 1.71 |
| Standard Deviation(%) | NA | 2.99 | 3.70 | 4.69 | NA | NA | NA | … | … | 3.57 | 3.15 | 3.56 | 4.85 | 7.10 | 3.28 |
| Draw Down(%) | NA | 3.05 | 5.93 | 23.51 | NA | NA | NA | … | … | 3.05 | 3.76 | 1.21 | 8.08 | 21.06 | 3.50 |
| Yield(%) | 0.00 | 11.83 | 11.89 | 8.80 | 4.66 | 3.11 | 2.33 | … | … | 4.78 | 11.76 | 12.41 | 11.52 | 12.56 | 8.33 |
Data as of 06/03/2026, Common starting date is 02/03/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XPDOX (PIMCO Dynamic Income Opportunities Fund) |
-2.62%
Jun 2021 – Jun 2024 |
3.36%
May 2021 – May 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XPDOX (PIMCO Dynamic Income Opportunities Fund) |
12.91%
Dec 2022 – Dec 2025 |
3.82%
Mar 2021 – Mar 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart