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Performance analysis of PDO (PIMCO Dynamic Income Opportunities Fund)

Annual Return

Over the past 3 years, PDO has had an average annual return of +12.26%, underperforming the benchmark SPY, which returned +19.31% annual.

Over the past 5 years, PDO has had an average annual return of +2.27%, underperforming the benchmark SPY, which returned +12.55% annual.

Since Jan 27, 2021, PDO has had an average annual return of +4.34%, underperforming the benchmark SPY, which returned +14.85% annual.

202620252024202320222021
+1.19%+13.97%+24.56%+8.09%-23.29%+5.97%

Monthly Return

YearJanFebMarAprMayJunJulAugSepOctNovDecAnnually Total
2026+1.86%+0.76%-6.41%+4.40%-0.69%+1.54%+0.06%+1.19%
2025+2.96%+2.45%-0.42%-1.47%-0.02%+1.48%+1.10%+3.63%+2.81%-0.52%+1.07%+0.20%+13.97%
2024+7.27%+1.85%+1.44%-0.16%+2.99%+1.05%+1.80%+3.59%+3.64%-3.45%+2.07%+0.43%+24.56%
2023+12.65%-2.85%-8.71%+3.69%-0.05%+4.68%+1.28%-3.25%-4.39%-6.89%+12.20%+1.89%+8.09%
2022-5.25%-4.42%-2.16%-5.35%-0.54%-11.41%+12.54%-2.76%-10.71%+1.57%+12.31%-6.87%-23.29%
2021+1.60%+2.56%-3.17%+4.28%+2.41%+9.99%-6.83%+1.39%-2.61%-0.40%-1.90%-0.54%+5.97%

Drawdown analysis of PDO (PIMCO Dynamic Income Opportunities Fund)

The maximum drawdown for the PDO was -36.69%, occurring on Oct 26, 2023. Recovery took 452 trading sessions.

The current PDO drawdown is -2.74%.

Since Jan 27, 2021 PDO has experienced the following drawdowns:

  • 30% or more: 1 time
  • 20% or more: 1 time
  • 10% or more: 2 times
DepthStartTo BottomBottomTo RecoverEndTotal
-36.69%Jun 30, 2021585Oct 26, 2023452Aug 18, 20251037
-11.18%Feb 18, 202627Mar 27, 2026OngoingOngoingOngoing
-4.40%Feb 19, 202111Mar 8, 202126Apr 14, 202137
-3.77%Oct 9, 20257Oct 20, 202529Dec 1, 202536
-3.46%Jun 11, 20217Jun 22, 20216Jun 30, 202113
-3.20%May 7, 20214May 13, 202110May 27, 202114
-2.50%Apr 14, 20214Apr 20, 20218Apr 30, 202112
-1.23%Dec 10, 20253Dec 15, 202515Jan 7, 202618
-0.72%Sep 15, 20257Sep 24, 20252Sep 26, 20259
-0.71%Jan 21, 20262Jan 23, 202610Feb 6, 202612
-0.60%Jun 7, 20213Jun 10, 20211Jun 11, 20214
-0.59%Feb 4, 20211Feb 5, 20215Feb 12, 20216
-0.53%May 4, 20212May 6, 20211May 7, 20213
-0.50%Dec 1, 20253Dec 4, 20253Dec 9, 20256
-0.47%Jun 2, 20211Jun 3, 20212Jun 7, 20213
-0.39%Jan 29, 20212Feb 2, 20212Feb 4, 20214
-0.14%Aug 18, 20251Aug 19, 20251Aug 20, 20252
-0.09%Oct 6, 20252Oct 8, 20251Oct 9, 20253
-0.08%Aug 26, 20251Aug 27, 20251Aug 28, 20252
-0.07%Sep 9, 20251Sep 10, 20252Sep 12, 20253
-0.07%Jan 15, 20261Jan 16, 20262Jan 21, 20263