PFXF Total Return Calculator
$10,000 since Jul 2012, with and without reinvesting · data through Oct 2026
$10,000 invested in PFXF ten years ago, at the end of Oct 2016, was worth $15,272 at the end of Oct 2026 with every distribution reinvested: 4.3% a year, against $41,633 in the S&P 500. Since Jul 2012, $10,000 became $19,517 reinvested (4.8% a year), or $16,423 taking the distributions as cash, $8,183 of it paid out along the way.
PFXF became
$19,517
S&P 500: $70,143
Return a year
4.8%
S&P 500: 14.6%
Payouts reinvested
$12,768
bought more shares
Worst drop
-19.6%
S&P 500: -23.9%
$10,000, Jul 2012 to Oct 2026
Payouts reinvested · S&P 500 reinvested
| Year | PFXF total return | Paid out | S&P 500 |
|---|---|---|---|
| 2026 (part) | −1.8% | $817 | +11.7% |
| 2025 | +9.6% | $1,292 | +17.7% |
| 2024 | +8.5% | $1,370 | +24.9% |
| 2023 | +11.2% | $1,268 | +26.2% |
| 2022 | −18.9% | $963 | −18.2% |
| 2021 | +11.6% | $858 | +28.7% |
| 2020 | +7.6% | $847 | +18.3% |
| 2019 | +20.5% | $814 | +31.2% |
| 2018 | −4.2% | $805 | −4.6% |
| 2017 | +8.0% | $779 | +21.7% |
| 2016 | +6.6% | $701 | +12.0% |
| 2015 | −1.5% | $676 | +1.2% |
| 2014 | +15.9% | $675 | +13.5% |
| 2013 | −2.0% | $647 | +32.3% |
| 2012 (part) | +3.9% | $256 | +4.7% |
"Paid out" is what your holding received that year. Month-end prices; no costs or taxes.
Key facts: PFXF total return
Data as of · Source: SmarterDividends data
- $10,000 invested in PFXF at the end of Jul 2012, with distributions reinvested, was worth $19,517 at the end of Oct 2026: 4.8% a year, against $70,143 (14.6% a year) in the S&P 500.
- Over the 10 years to Oct 2026, PFXF turned $10,000 into $15,272 with distributions reinvested, 4.3% a year.
- Over the 5 years to Oct 2026, PFXF returned 1.5% a year with distributions reinvested (S&P 500: 12.0%).
- Taking PFXF's distributions as cash instead of reinvesting them, the same $10,000 ended at $16,423, including $8,183 of cash received; reinvesting added $3,094.
- PFXF's best calendar year in that time was 2019 (20.5%) and its worst 2022 (-18.9%), with distributions reinvested.
Cite this page
SmarterDividends, "PFXF Total Return Calculator," updated Nov 5, 2026, https://smarterdividends.com/stocks/PFXF/total-return
PFXF total return questions
If I invested $10,000 in PFXF 10 years ago, how much would I have?
About $15,272 at the end of Oct 2026, with every distribution reinvested: 4.3% a year. Taking them as cash, you'd have shares worth $8,227 or so plus the cash you received. The same $10,000 in the S&P 500 became $41,633.
What is PFXF's total return since Jul 2012?
95% in total, or 4.8% a year, through Oct 2026 with distributions reinvested. The share price alone fell 18%.
How much of PFXF's return came from distributions?
About 100% of its yearly return since Jul 2012. Reinvesting them, rather than taking cash, left you $3,094 better off on a $10,000 start.
What was PFXF's worst year?
2022, at -18.9% with distributions reinvested (S&P 500: -18.2%). Its deepest fall from a peak, on month-end values, was -19.6%.
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.