PBP Total Return Calculator
$10,000 since Dec 2007, with and without reinvesting · data through Oct 2026
$10,000 invested in PBP ten years ago, at the end of Oct 2016, was worth $20,291 at the end of Oct 2026 with every distribution reinvested: 7.3% a year, against $41,633 in the S&P 500. Since Dec 2007, $10,000 became $24,605 reinvested (4.9% a year), or $17,790 taking the distributions as cash, $8,741 of it paid out along the way.
PBP became
$24,605
S&P 500: $72,756
Return a year
4.9%
S&P 500: 11.1%
Payouts reinvested
$14,906
bought more shares
Worst drop
-39.8%
S&P 500: -48.2%
$10,000, Dec 2007 to Oct 2026
Payouts reinvested · S&P 500 reinvested
| Year | PBP total return | Paid out | S&P 500 |
|---|---|---|---|
| 2026 (part) | +10.2% | $2,065 | +11.7% |
| 2025 | +8.5% | $2,357 | +17.7% |
| 2024 | +19.9% | $1,843 | +24.9% |
| 2023 | +11.6% | $583 | +26.2% |
| 2022 | −11.8% | $215 | −18.2% |
| 2021 | +20.0% | $1,051 | +28.7% |
| 2020 | −3.3% | $222 | +18.3% |
| 2019 | +15.1% | $805 | +31.2% |
| 2018 | −6.0% | $299 | −4.6% |
| 2017 | +12.1% | $1,429 | +21.7% |
| 2016 | +6.4% | $331 | +12.0% |
| 2015 | +4.1% | $589 | +1.2% |
| 2014 | +4.3% | $497 | +13.5% |
| 2013 | +9.2% | $364 | +32.3% |
| 2012 | +2.4% | $238 | +16.0% |
| 2011 | +4.4% | $990 | +1.9% |
| 2010 | +4.9% | $692 | +15.1% |
| 2009 | +24.1% | $162 | +26.4% |
| 2008 | −29.4% | $177 | −36.8% |
"Paid out" is what your holding received that year. Month-end prices; no costs or taxes.
Key facts: PBP total return
Data as of · Source: SmarterDividends data
- $10,000 invested in PBP at the end of Dec 2007, with distributions reinvested, was worth $24,605 at the end of Oct 2026: 4.9% a year, against $72,756 (11.1% a year) in the S&P 500.
- Over the 10 years to Oct 2026, PBP turned $10,000 into $20,291 with distributions reinvested, 7.3% a year.
- Over the 5 years to Oct 2026, PBP returned 7.5% a year with distributions reinvested (S&P 500: 12.0%).
- Taking PBP's distributions as cash instead of reinvesting them, the same $10,000 ended at $17,790, including $8,741 of cash received; reinvesting added $6,815.
- PBP's best calendar year in that time was 2009 (24.1%) and its worst 2008 (-29.4%), with distributions reinvested.
Cite this page
SmarterDividends, "PBP Total Return Calculator," updated Nov 5, 2026, https://smarterdividends.com/stocks/PBP/total-return
PBP total return questions
If I invested $10,000 in PBP 10 years ago, how much would I have?
About $20,291 at the end of Oct 2026, with every distribution reinvested: 7.3% a year. Taking them as cash, you'd have shares worth $10,920 or so plus the cash you received. The same $10,000 in the S&P 500 became $41,633.
What is PBP's total return since Dec 2007?
146% in total, or 4.9% a year, through Oct 2026 with distributions reinvested. The share price alone fell 10%.
How much of PBP's return came from distributions?
About 100% of its yearly return since Dec 2007. Reinvesting them, rather than taking cash, left you $6,815 better off on a $10,000 start.
What was PBP's worst year?
2008, at -29.4% with distributions reinvested (S&P 500: -36.8%). Its deepest fall from a peak, on month-end values, was -39.8%.
How is total return calculated here?
From month-end prices: the adjusted price counts every distribution reinvested in the month it was paid; the plain price doesn't. The S&P 500 is SPY with its dividends reinvested. No trading costs or taxes.