PEY Total Return Calculator
$10,000 since Dec 2007, with and without reinvesting · data through Oct 2026
$10,000 invested in PEY ten years ago, at the end of Oct 2016, was worth $24,216 at the end of Oct 2026 with every distribution reinvested: 9.2% a year, against $41,633 in the S&P 500. Since Dec 2007, $10,000 became $40,819 reinvested (7.8% a year), or $27,411 taking the distributions as cash, $9,071 of it paid out along the way.
PEY became
$40,819
S&P 500: $72,756
Return a year
7.8%
S&P 500: 11.1%
Payouts reinvested
$14,893
bought more shares
Worst drop
-63.0%
S&P 500: -48.2%
$10,000, Dec 2007 to Oct 2026
Payouts reinvested · S&P 500 reinvested
| Year | PEY total return | Paid out | S&P 500 |
|---|---|---|---|
| 2026 (part) | +24.5% | $1,470 | +11.7% |
| 2025 | +0.6% | $1,551 | +17.7% |
| 2024 | +5.2% | $1,424 | +24.9% |
| 2023 | +7.3% | $1,387 | +26.2% |
| 2022 | +2.4% | $1,192 | −18.2% |
| 2021 | +26.2% | $1,066 | +28.7% |
| 2020 | −3.9% | $929 | +18.3% |
| 2019 | +24.8% | $864 | +31.2% |
| 2018 | −7.5% | $790 | −4.6% |
| 2017 | +8.8% | $637 | +21.7% |
| 2016 | +31.5% | $588 | +12.0% |
| 2015 | +2.3% | $469 | +1.2% |
| 2014 | +18.1% | $450 | +13.5% |
| 2013 | +30.5% | $378 | +32.3% |
| 2012 | +6.2% | $373 | +16.0% |
| 2011 | +8.6% | $313 | +1.9% |
| 2010 | +20.9% | $300 | +15.1% |
| 2009 | +3.5% | $280 | +26.4% |
| 2008 | −38.1% | $432 | −36.8% |
"Paid out" is what your holding received that year. Month-end prices; no costs or taxes.
Key facts: PEY total return
Data as of · Source: SmarterDividends data
- $10,000 invested in PEY at the end of Dec 2007, with distributions reinvested, was worth $40,819 at the end of Oct 2026: 7.8% a year, against $72,756 (11.1% a year) in the S&P 500.
- Over the 10 years to Oct 2026, PEY turned $10,000 into $24,216 with distributions reinvested, 9.2% a year.
- Over the 5 years to Oct 2026, PEY returned 8.6% a year with distributions reinvested (S&P 500: 12.0%).
- Taking PEY's distributions as cash instead of reinvesting them, the same $10,000 ended at $27,411, including $9,071 of cash received; reinvesting added $13,409.
- PEY's best calendar year in that time was 2016 (31.5%) and its worst 2008 (-38.1%), with distributions reinvested.
Cite this page
SmarterDividends, "PEY Total Return Calculator," updated Nov 5, 2026, https://smarterdividends.com/stocks/PEY/total-return
PEY total return questions
If I invested $10,000 in PEY 10 years ago, how much would I have?
About $24,216 at the end of Oct 2026, with every distribution reinvested: 9.2% a year. Taking them as cash, you'd have shares worth $15,728 or so plus the cash you received. The same $10,000 in the S&P 500 became $41,633.
What is PEY's total return since Dec 2007?
308% in total, or 7.8% a year, through Oct 2026 with distributions reinvested. The share price alone rose 83%.
How much of PEY's return came from distributions?
About 58% of its yearly return since Dec 2007. Reinvesting them, rather than taking cash, left you $13,409 better off on a $10,000 start.
What was PEY's worst year?
2008, at -38.1% with distributions reinvested (S&P 500: -36.8%). Its deepest fall from a peak, on month-end values, was -63.0%.
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.