Basis: Latest reported fiscal year. Source: stored company filings and market data; unavailable inputs remain N/A.
Is the return on equity (ROE) high or low?
The return on equity (ROE) of 7.79% is 26% above its 5-year average of 6.17%, around the middle of its 5-year range (-15.82%–18.71%).
As of the fiscal period ended Tuesday, June 30, 2026. 21.83% below its 12-month average of 9.96%.
Annual fiscal-year return on equity; no daily interpolation. Historical series through 2026-06-30.
RETURN ON EQUITY (ROE)
7.79%
RETURN ON EQUITY (ROE) AVG TTM
9.96%
RETURN ON EQUITY (ROE) AVG 3Y
8.54%
RETURN ON EQUITY (ROE) AVG 5Y
6.17%
RETURN ON EQUITY (ROE) AVG 10Y
6.11%
RETURN ON EQUITY (ROE) AVG 15Y
N/A
RETURN ON EQUITY (ROE) AVG 20Y
N/A
CURRENT VS TTM AVG
-21.83%
CURRENT VS 3Y AVG
-8.73%
CURRENT VS 5Y AVG
+26.22%
CURRENT VS 10Y AVG
+27.59%
CURRENT VS 15Y AVG
N/A
CURRENT VS 20Y AVG
N/A
SECTOR MEDIAN · FINANCIAL SERVICES
13.39%
median of 102 covered companies
CURRENT VS SECTOR MEDIAN
-41.84%
vs the sector median at left
PIMCO Dynamic Income Fund
Market Cap
$7.00B
Return on Equity (ROE)
7.79%
TTM Avg
9.96%
3Y Avg
8.54%
5Y Avg
6.17%
Market Cap
$8.26B
Return on Equity (ROE)
-1323.42%
TTM Avg
-250.28%
3Y Avg
-152.67%
5Y Avg
-114.98%
Market Cap
$5.74B
Return on Equity (ROE)
24.73%
TTM Avg
20.63%
3Y Avg
21.09%
5Y Avg
23.42%
Market Cap
$8.28B
Return on Equity (ROE)
27.94%
TTM Avg
26.83%
3Y Avg
25.84%
5Y Avg
23.42%
Market Cap
$5.26B
Return on Equity (ROE)
15.49%
TTM Avg
15.82%
3Y Avg
16.83%
5Y Avg
16.23%
Market Cap
$5.20B
Return on Equity (ROE)
14.25%
TTM Avg
17.32%
3Y Avg
15.85%
5Y Avg
13.97%
Market Cap
$9.97B
Return on Equity (ROE)
27.85%
TTM Avg
27.70%
3Y Avg
28.53%
5Y Avg
32.49%
Market Cap
$3.93B
Return on Equity (ROE)
69.29%
TTM Avg
83.90%
3Y Avg
-57.71%
5Y Avg
-80.63%
| NAME | MARKET CAP | RETURN ON EQUITY (ROE) | TTM | 3Y | 5Y |
|---|---|---|---|---|---|
| PIMCO Dynamic Income Fund (PDI) | $7.00B | 7.79% | 9.96% | 8.54% | 6.17% |
| TeraWulf Inc. (WULF)vs › | $8.26B | -1323.42% | -250.28% | -152.67% | -114.98% |
| MarketAxess Holdings Inc. (MKTX)vs › | $5.74B | 24.73% | 20.63% | 21.09% | 23.42% |
| Kinsale Capital Group, Inc. (KNSL)vs › | $8.28B | 27.94% | 26.83% | 25.84% | 23.42% |
| RLI Corp. (RLI)vs › | $5.62B | 25.04% | 22.70% | 29.13% | 25.51% |
| Axos Financial, Inc. (AX)vs › | $5.26B | 15.49% | 15.82% | 16.83% | 16.23% |
| Main Street Capital Corporation (MAIN)vs › | $5.20B | 14.25% | 17.32% | 15.85% | 13.97% |
| FactSet Research Systems Inc. (FDS)vs › | $9.97B | 27.85% | 27.70% | 28.53% | 32.49% |
| Sezzle Inc. (SEZL)vs › | $3.93B | 69.29% | 83.90% | -57.71% | -80.63% |
| Hut 8 Corp. (HUT)vs › | $10.19B | -41.56% | 9.04% | 0.57% | -9.32% |
ROE
7.8%
ROA
4.8%
ROE = Net Income / Total Shareholders' Equity
Return on equity measures how efficiently a company generates profit from shareholders' equity. Higher ROE indicates better capital efficiency.
Expanded definitions: Investopedia, Wikipedia, Corporate Finance Institute
| DATE | RETURN ON EQUITY (ROE) |
|---|---|
| 2026-06-30 | 7.79% |
| 2025-06-30 | 12.14% |
| 2024-06-30 | 10.62% |
| 2023-06-30 | 3.59% |
| 2022-06-30 | -15.82% |
| 2021-06-30 | 18.71% |
| 2020-06-30 | -12.44% |
| 2019-06-30 | 8.19% |
| 2018-06-30 | 9.98% |
| 2017-06-30 | 21.55% |
| 2016-06-30 | 2.85% |
| 2015-06-30 | 7.18% |
