PDO vs. SMNEY

Last updated Jun 13, 2026

PDO (Pimco Dynamic Income Opportunities Fund) and SMNEY (Siemens Energy AG) are both stocks. PDO operates in Asset Management (Financial Services), while SMNEY operates in Specialty Industrial Machinery (Industrials). At a 0.24 correlation, their price movements are largely independent.

Performance

PDO vs. SMNEY - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Pimco Dynamic Income Opportunities Fund (PDO) and Siemens Energy AG (SMNEY). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

PDO

• 1D: 0.78%
• 1M: 1.23%
• YTD: -1.72%
• 6M: -1.43%
• 1Y: 7.30%
• 3Y*: 12.44%
• 5Y*: 1.78%
• 10Y*: —

SMNEY

• 1D: —
• 1M: —
• YTD: —
• 6M: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

PDO vs. SMNEY - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021
PDO Pimco Dynamic Income Opportunities Fund	-1.72%	13.96%	24.55%	8.06%	-23.40%	5.98%
SMNEY Siemens Energy AG	25.32%	167.97%	298.17%	-29.76%	-27.66%	-35.47%

Correlation

The correlation between PDO and SMNEY is 0.10, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.10
Correlation (3Y) Calculated over the trailing 3-year period	0.19
Correlation (5Y) Calculated over the trailing 5-year period	0.24
Correlation (All Time) Calculated using the full available price history since Jan 27, 2021	0.24

The correlation between PDO and SMNEY shifts across timeframes, from 0.10 (1 year) to 0.24 (5 years), reflecting how their relationship changes across market environments.

Return for Risk

PDO vs. SMNEY — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

PDO

PDO Risk / Return Rank: 62
PDO Sharpe Ratio Rank: 66
PDO Sortino Ratio Rank: 58
PDO Omega Ratio Rank: 62
PDO Calmar Ratio Rank: 58
PDO Martin Ratio Rank: 64

SMNEY

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

PDO vs. SMNEY - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Pimco Dynamic Income Opportunities Fund (PDO) and Siemens Energy AG (SMNEY). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.

	PDO	SMNEY	Difference
Sharpe ratio: Return per unit of total volatility	0.73	—	—
Sortino ratio: Return per unit of downside risk	1.06	—	—
Omega ratio: Gain probability vs. loss probability	1.16	—	—
Calmar ratio: Return relative to maximum drawdown	0.66	—	—
Martin ratio: Return relative to average drawdown	2.29	—	—

Drawdowns

Drawdown Indicators

	PDO	SMNEY	Difference
Max Drawdown Largest peak-to-trough decline	-36.83%	—	—
Max Drawdown (1Y) Largest decline over 1 year	-11.18%	—	—
Max Drawdown (3Y) Largest decline over 3 years	-16.55%	—	—
Max Drawdown (5Y) Largest decline over 5 years	-36.83%	—	—
Current Drawdown Current decline from peak	-5.54%	—	—
Average Drawdown Average peak-to-trough decline	-14.37%	—	—
Ulcer Index Depth and duration of drawdowns from previous peaks	3.20%	—	—

Volatility

Volatility by Period

	PDO	SMNEY	Difference
Volatility (1M) Calculated over the trailing 1-month period	3.68%	—	—
Volatility (6M) Calculated over the trailing 6-month period	9.06%	—	—
Volatility (1Y) Calculated over the trailing 1-year period	10.08%	—	—
Volatility (5Y) Calculated over the trailing 5-year period, annualized	15.80%	—	—
Volatility (10Y) Calculated over the trailing 10-year period, annualized	15.54%	—	—

Dividends

PDO vs. SMNEY - Dividend Comparison

PDO's dividend yield for the trailing twelve months is around 11.94%, while SMNEY has not paid dividends to shareholders.

Position	TTM	2025	2024	2023	2022	2021
PDO Pimco Dynamic Income Opportunities Fund	11.94%	11.09%	11.29%	12.54%	19.09%	8.56%
SMNEY Siemens Energy AG	0.00%	0.00%	0.00%	0.00%	0.61%	0.00%

Financials

Frequently Asked Questions

Can I hold both PDO and SMNEY in my portfolio?

PDO and SMNEY have a correlation of 0.10, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.