PennantPark Floating Rate Capital (PFLT) Total Return Calculator
$10,000 since Apr 2011, with and without reinvesting · data through Oct 2026
$10,000 invested in PennantPark Floating Rate Capital (PFLT) ten years ago, at the end of Oct 2016, was worth $14,924 at the end of Oct 2026 with every dividend reinvested: 4.1% a year, against $41,633 in the S&P 500. Since Apr 2011, $10,000 became $23,087 reinvested (5.5% a year), or $18,417 taking the dividends as cash, $13,124 of it paid out along the way.
PFLT became
$23,087
S&P 500: $72,665
Return a year
5.5%
S&P 500: 13.7%
Payouts reinvested
$28,397
bought more shares
Worst drop
-59.9%
S&P 500: -23.9%
$10,000, Apr 2011 to Oct 2026
Payouts reinvested · S&P 500 reinvested
| Year | PFLT total return | Paid out | S&P 500 |
|---|---|---|---|
| 2026 (part) | −16.6% | $2,885 | +11.7% |
| 2025 | −4.2% | $3,448 | +17.7% |
| 2024 | +0.7% | $3,078 | +24.9% |
| 2023 | +23.0% | $2,675 | +26.2% |
| 2022 | −5.6% | $2,270 | −18.2% |
| 2021 | +32.6% | $2,074 | +28.7% |
| 2020 | −1.4% | $1,857 | +18.3% |
| 2019 | +15.6% | $1,682 | +31.2% |
| 2018 | −9.3% | $1,290 | −4.6% |
| 2017 | +5.5% | $1,444 | +21.7% |
| 2016 | +37.6% | $1,334 | +12.0% |
| 2015 | −10.6% | $1,187 | +1.2% |
| 2014 | +8.1% | $1,058 | +13.5% |
| 2013 | +16.8% | $960 | +32.3% |
| 2012 | +33.3% | $795 | +16.0% |
| 2011 (part) | −17.4% | $360 | −6.5% |
"Paid out" is what your holding received that year. Month-end prices; no costs or taxes.
Key facts: PFLT total return
Data as of · Source: SmarterDividends data
- $10,000 invested in PennantPark Floating Rate Capital (PFLT) at the end of Apr 2011, with dividends reinvested, was worth $23,087 at the end of Oct 2026: 5.5% a year, against $72,665 (13.7% a year) in the S&P 500.
- Over the 10 years to Oct 2026, PFLT turned $10,000 into $14,924 with dividends reinvested, 4.1% a year.
- Over the 5 years to Oct 2026, PFLT returned -2.1% a year with dividends reinvested (S&P 500: 12.0%).
- Taking PFLT's dividends as cash instead of reinvesting them, the same $10,000 ended at $18,417, including $13,124 of cash received; reinvesting added $4,671.
- PFLT's best calendar year in that time was 2016 (37.6%) and its worst 2015 (-10.6%), with dividends reinvested.
Cite this page
SmarterDividends, "PennantPark Floating Rate Capital (PFLT) Total Return Calculator," updated Nov 5, 2026, https://smarterdividends.com/stocks/PFLT/total-return
PFLT total return questions
If I invested $10,000 in PFLT 10 years ago, how much would I have?
About $14,924 at the end of Oct 2026, with every dividend reinvested: 4.1% a year. Taking them as cash, you'd have shares worth $5,305 or so plus the cash you received. The same $10,000 in the S&P 500 became $41,633.
What is PFLT's total return since Apr 2011?
131% in total, or 5.5% a year, through Oct 2026 with dividends reinvested. The share price alone fell 47%.
How much of PFLT's return came from dividends?
About 100% of its yearly return since Apr 2011. Reinvesting them, rather than taking cash, left you $4,671 better off on a $10,000 start.
What was PFLT's worst year?
2015, at -10.6% with dividends reinvested (S&P 500: 1.2%). Its deepest fall from a peak, on month-end values, was -59.9%.
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.