PIMCO Dynamic Income Strategy Fund (PDX) Total Return Calculator
$10,000 since Jan 2019, with and without reinvesting · data through Oct 2026
Since Jan 2019, $10,000 became $21,630 reinvested (10.5% a year), or $16,640 taking the dividends as cash, $6,277 of it paid out along the way.
PDX became
$21,630
S&P 500: $31,375
Return a year
10.5%
S&P 500: 15.9%
Payouts reinvested
$9,440
bought more shares
Worst drop
-71.7%
S&P 500: -23.9%
$10,000, Jan 2019 to Oct 2026
Payouts reinvested · S&P 500 reinvested
| Year | PDX total return | Paid out | S&P 500 |
|---|---|---|---|
| 2026 (part) | +18.4% | $1,373 | +11.7% |
| 2025 | −10.6% | $3,850 | +17.7% |
| 2024 | +37.0% | $1,264 | +24.9% |
| 2023 | +44.6% | $672 | +26.2% |
| 2022 | +23.0% | $565 | −18.2% |
| 2021 | +68.7% | $443 | +28.7% |
| 2020 | −44.2% | $514 | +18.3% |
| 2019 (part) | −10.9% | $759 | +21.5% |
"Paid out" is what your holding received that year. Month-end prices; no costs or taxes.
Key facts: PDX total return
Data as of · Source: SmarterDividends data
- $10,000 invested in PIMCO Dynamic Income Strategy Fund (PDX) at the end of Jan 2019, with dividends reinvested, was worth $21,630 at the end of Oct 2026: 10.5% a year, against $31,375 (15.9% a year) in the S&P 500.
- Over the 5 years to Oct 2026, PDX returned 20.8% a year with dividends reinvested (S&P 500: 12.0%).
- Taking PDX's dividends as cash instead of reinvesting them, the same $10,000 ended at $16,640, including $6,277 of cash received; reinvesting added $4,990.
- PDX's best calendar year in that time was 2021 (68.7%) and its worst 2020 (-44.2%), with dividends reinvested.
Cite this page
SmarterDividends, "PIMCO Dynamic Income Strategy Fund (PDX) Total Return Calculator," updated Nov 5, 2026, https://smarterdividends.com/stocks/PDX/total-return
PDX total return questions
What is PDX's total return since Jan 2019?
116% in total, or 10.5% a year, through Oct 2026 with dividends reinvested. The share price alone rose 4%.
How much of PDX's return came from dividends?
About 96% of its yearly return since Jan 2019. Reinvesting them, rather than taking cash, left you $4,990 better off on a $10,000 start.
What was PDX's worst year?
2020, at -44.2% with dividends reinvested (S&P 500: 18.3%). Its deepest fall from a peak, on month-end values, was -71.7%.
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.