What if you'd held PFN?
A $1,000 investment in PIMCO Income Strategy Fund II (PFN) at the month-end close of 2004-10 would be worth $3,406 at the close of 2026-08 — +240.6% total return, dividends reinvested. The same $1,000 in the S&P 500 would be worth $6,820.
Your scenario
Result
If you'd bought $1,000 at the start of each year
Value of $1,000 invested on January 1 of each year, held to 2026-08, dividends included.
Every year, $1,000 from 2004
| Year | Value of $1,000 | Year return |
|---|---|---|
| 2004 | $1,000 | — |
| 2005 | $978 | -2.2% |
| 2006 | $1,131 | +15.6% |
| 2007 | $1,008 | -10.8% |
| 2008 | $467 | -53.7% |
| 2009 | $902 | +93.1% |
| 2010 | $993 | +10.2% |
| 2011 | $992 | -0.1% |
| 2012 | $1,304 | +31.4% |
| 2013 | $1,285 | -1.5% |
| 2014 | $1,407 | +9.5% |
| 2015 | $1,401 | -0.4% |
| 2016 | $1,687 | +20.4% |
| 2017 | $2,034 | +20.6% |
| 2018 | $2,053 | +0.9% |
| 2019 | $2,502 | +21.8% |
| 2020 | $2,601 | +4.0% |
| 2021 | $2,735 | +5.1% |
| 2022 | $2,253 | -17.6% |
| 2023 | $2,602 | +15.5% |
| 2024 | $3,011 | +15.7% |
| 2025 | $3,406 | +13.1% |
| 2026 | $3,476 | +2.1% |
Best and worst month-end to buy
The best single month-end close to have bought PFN was 2009-03 ($0.73): $1,000 then is $9,632 today. The worst was 2026-08 ($7.06): $1,000 then is $1,000.
FAQ
What would $1,000 in PFN be worth today?
A $1,000 investment in PIMCO Income Strategy Fund II (PFN) at the start of 2004 would be worth about $3,406 today, a total return of +240.6%. Dividends are reinvested in these figures.
What were the best and worst years for PFN?
PIMCO Income Strategy Fund II (PFN)'s strongest calendar year since 2004 was 2009, a +93.1% return — $1,000 held through that year became about $1,931 by year-end. Its weakest year was 2008, at -53.7%.
Does the calculator include dividends and splits?
Yes where available. Prices are adjusted for both stock splits and reinvested dividends (total return), the same measure brokerages use.
How much would $100 per month in PFN have grown?
Investing $100 at the end of every month since 2004-10 would have grown to about $65,835 on $26,300 invested.
Did PFN beat the S&P 500?
Over the same period, $1,000 in the S&P 500 index would be worth $6,820. PFN trailed the S&P 500 by +50.1% in total return.
Is this investment advice?
No. Wall Street Regrets is an entertainment and education tool. Every number is a historical calculation, not a prediction, and past performance never guarantees future results.
Methodology
PIMCO Income Strategy Fund II (PFN) historical total-return data from 2004-10 to 2026-08, reduced to month-end closes for the tables above.
Returns use adjusted close prices from Yahoo Finance historical data — adjusted for stock splits and reinvested dividends — the same convention used by major brokerages. A "year" scenario invests $1,000 at the prior December's month-end close and values it at the latest available month-end close. Non-USD amounts are converted at historical month-end exchange rates (Yahoo Finance): to USD on the buy date and back to your currency at the latest rate, so the return reflects the currency move as well as the asset.
Month-end resolution means intra-month extremes are not captured in tables; the calculator uses exact trading-day closes where daily data is available. Figures ignore taxes, fees, and the currency effects of non-USD listings. History is not a forecast. Wall Street Regrets is entertainment, not investment advice.
What if you'd held…
Data: adjusted close prices via Yahoo Finance. As of 2026-08. Not financial advice.