# PIMCO Dynamic Income Strategy Fund (PDX) vs State Street SPDR S&P 500 ETF Trust (SPY) · total-return overlay

LOPJLB holding-return compare (5Y). Dividends and splits. Each path starts at 0% from the first adjusted close in the window.

PIMCO Dynamic Income Strategy Fund (PDX) vs State Street SPDR S&P 500 ETF Trust (SPY) total return over 5Y: PDX +158.18%, SPY +88.06%. Regime PDX BEAR · SPY BULL. As of Oct 13, 2026. Research only.

- Interactive: https://www.lopjlb.com/vs/PDX/SPY
- API: `GET /bff/api/bigfive/compare-series?symbols=PDX%2CSPY&range=5y`

## Window

| Symbol | Window % | Worst drawdown | YTD |
|---|---:|---:|---:|
| PDX | +158.18% | -37.24% | +15.36% |
| SPY | +88.06% | -24.49% | +14.78% |

## Periods (calendar lookback)

| Symbol | 1Y | 2Y | 3Y | 5Y |
|---|---:|---:|---:|---:|
| PDX | +17.41% | +20.30% | +59.01% | +158.18% |
| SPY | +18.61% | +36.22% | +86.97% | +88.06% |

## Annual

| Year | PDX | SPY |
|---|---:|---:|
| YTD | +15.36% | +14.78% |
| 2025 | -8.06% | +18.01% |
| 2024 | +38.44% | +25.59% |
| 2023 | +48.00% | +26.73% |
| 2022 | +19.52% | -18.64% |
| 2021 | -0.95% | +7.72% |

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Research context only. Not personalized investment advice.
