PIMCO Income Strategy Fund (PFL) Total Return Calculator
$10,000 since Dec 2007, with and without reinvesting · data through Oct 2026
$10,000 invested in PIMCO Income Strategy Fund (PFL) ten years ago, at the end of Oct 2016, was worth $18,123 at the end of Oct 2026 with every dividend reinvested: 6.1% a year, against $41,633 in the S&P 500. Since Dec 2007, $10,000 became $33,800 reinvested (6.7% a year), or $18,143 taking the dividends as cash, $13,826 of it paid out along the way.
PFL became
$33,800
S&P 500: $72,756
Return a year
6.7%
S&P 500: 11.1%
Payouts reinvested
$42,718
bought more shares
Worst drop
-62.8%
S&P 500: -48.2%
$10,000, Dec 2007 to Oct 2026
Payouts reinvested · S&P 500 reinvested
| Year | PFL total return | Paid out | S&P 500 |
|---|---|---|---|
| 2026 (part) | −11.1% | $3,801 | +11.7% |
| 2025 | +13.1% | $4,207 | +17.7% |
| 2024 | +11.4% | $3,672 | +24.9% |
| 2023 | +17.3% | $3,257 | +26.2% |
| 2022 | −17.9% | $2,875 | −18.2% |
| 2021 | +4.5% | $2,799 | +28.7% |
| 2020 | +7.2% | $2,643 | +18.3% |
| 2019 | +19.7% | $2,442 | +31.2% |
| 2018 | +2.0% | $2,184 | −4.6% |
| 2017 | +21.5% | $2,063 | +21.7% |
| 2016 | +20.8% | $1,842 | +12.0% |
| 2015 | −8.5% | $1,604 | +1.2% |
| 2014 | +15.2% | $1,708 | +13.5% |
| 2013 | −3.3% | $1,316 | +32.3% |
| 2012 | +36.6% | $1,533 | +16.0% |
| 2011 | −0.4% | $1,120 | +1.9% |
| 2010 | +12.5% | $1,069 | +15.1% |
| 2009 | +94.2% | $1,630 | +26.4% |
| 2008 | −48.5% | $955 | −36.8% |
"Paid out" is what your holding received that year. Month-end prices; no costs or taxes.
Key facts: PFL total return
Data as of · Source: SmarterDividends data
- $10,000 invested in PIMCO Income Strategy Fund (PFL) at the end of Dec 2007, with dividends reinvested, was worth $33,800 at the end of Oct 2026: 6.7% a year, against $72,756 (11.1% a year) in the S&P 500.
- Over the 10 years to Oct 2026, PFL turned $10,000 into $18,123 with dividends reinvested, 6.1% a year.
- Over the 5 years to Oct 2026, PFL returned 1.3% a year with dividends reinvested (S&P 500: 12.0%).
- Taking PFL's dividends as cash instead of reinvesting them, the same $10,000 ended at $18,143, including $13,826 of cash received; reinvesting added $15,657.
- PFL's best calendar year in that time was 2009 (94.2%) and its worst 2008 (-48.5%), with dividends reinvested.
Cite this page
SmarterDividends, "PIMCO Income Strategy Fund (PFL) Total Return Calculator," updated Nov 5, 2026, https://smarterdividends.com/stocks/PFL/total-return
PFL total return questions
If I invested $10,000 in PFL 10 years ago, how much would I have?
About $18,123 at the end of Oct 2026, with every dividend reinvested: 6.1% a year. Taking them as cash, you'd have shares worth $6,365 or so plus the cash you received. The same $10,000 in the S&P 500 became $41,633.
What is PFL's total return since Dec 2007?
238% in total, or 6.7% a year, through Oct 2026 with dividends reinvested. The share price alone fell 57%.
How much of PFL's return came from dividends?
About 100% of its yearly return since Dec 2007. Reinvesting them, rather than taking cash, left you $15,657 better off on a $10,000 start.
What was PFL's worst year?
2008, at -48.5% with dividends reinvested (S&P 500: -36.8%). Its deepest fall from a peak, on month-end values, was -62.8%.
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.