PCM Fund (PCM) Total Return Calculator
$10,000 since Dec 2007, with and without reinvesting · data through Oct 2026
$10,000 invested in PCM Fund (PCM) ten years ago, at the end of Oct 2016, was worth $14,419 at the end of Oct 2026 with every dividend reinvested: 3.7% a year, against $41,633 in the S&P 500. Since Dec 2007, $10,000 became $37,293 reinvested (7.2% a year), or $23,658 taking the dividends as cash, $18,819 of it paid out along the way.
PCM became
$37,293
S&P 500: $72,756
Return a year
7.2%
S&P 500: 11.1%
Payouts reinvested
$58,187
bought more shares
Worst drop
-44.9%
S&P 500: -48.2%
$10,000, Dec 2007 to Oct 2026
Payouts reinvested · S&P 500 reinvested
| Year | PCM total return | Paid out | S&P 500 |
|---|---|---|---|
| 2026 (part) | −9.5% | $4,478 | +11.7% |
| 2025 | −10.2% | $4,805 | +17.7% |
| 2024 | +8.9% | $5,327 | +24.9% |
| 2023 | +12.4% | $4,651 | +26.2% |
| 2022 | −19.0% | $4,165 | −18.2% |
| 2021 | +8.5% | $3,868 | +28.7% |
| 2020 | +3.1% | $3,587 | +18.3% |
| 2019 | +23.0% | $3,331 | +31.2% |
| 2018 | −4.5% | $3,000 | −4.6% |
| 2017 | +26.5% | $2,873 | +21.7% |
| 2016 | +25.4% | $3,752 | +12.0% |
| 2015 | −4.5% | $2,189 | +1.2% |
| 2014 | +0.0% | $2,163 | +13.5% |
| 2013 | +6.2% | $2,073 | +32.3% |
| 2012 | +23.3% | $1,999 | +16.0% |
| 2011 | +9.8% | $1,637 | +1.9% |
| 2010 | +53.6% | $1,804 | +15.1% |
| 2009 | +52.0% | $1,297 | +26.4% |
| 2008 | −30.8% | $1,187 | −36.8% |
"Paid out" is what your holding received that year. Month-end prices; no costs or taxes.
Key facts: PCM total return
Data as of · Source: SmarterDividends data
- $10,000 invested in PCM Fund (PCM) at the end of Dec 2007, with dividends reinvested, was worth $37,293 at the end of Oct 2026: 7.2% a year, against $72,756 (11.1% a year) in the S&P 500.
- Over the 10 years to Oct 2026, PCM turned $10,000 into $14,419 with dividends reinvested, 3.7% a year.
- Over the 5 years to Oct 2026, PCM returned -4.6% a year with dividends reinvested (S&P 500: 12.0%).
- Taking PCM's dividends as cash instead of reinvesting them, the same $10,000 ended at $23,658, including $18,819 of cash received; reinvesting added $13,636.
- PCM's best calendar year in that time was 2010 (53.6%) and its worst 2008 (-30.8%), with dividends reinvested.
Cite this page
SmarterDividends, "PCM Fund (PCM) Total Return Calculator," updated Nov 5, 2026, https://smarterdividends.com/stocks/PCM/total-return
PCM total return questions
If I invested $10,000 in PCM 10 years ago, how much would I have?
About $14,419 at the end of Oct 2026, with every dividend reinvested: 3.7% a year. Taking them as cash, you'd have shares worth $5,000 or so plus the cash you received. The same $10,000 in the S&P 500 became $41,633.
What is PCM's total return since Dec 2007?
273% in total, or 7.2% a year, through Oct 2026 with dividends reinvested. The share price alone fell 52%.
How much of PCM's return came from dividends?
About 100% of its yearly return since Dec 2007. Reinvesting them, rather than taking cash, left you $13,636 better off on a $10,000 start.
What was PCM's worst year?
2008, at -30.8% with dividends reinvested (S&P 500: -36.8%). Its deepest fall from a peak, on month-end values, was -44.9%.
How is total return calculated here?
From month-end prices: the adjusted price counts every dividend 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.