Wall Street RegretsThe regret calculator.

What if you'd held PTY?

A $1,000 investment in Pimco Corporate & Income Opportunity Fund (PTY) at the month-end close of 2002-12 would be worth $10,244 at the close of 2026-08 — +924.4% total return, dividends reinvested. The same $1,000 in the S&P 500 would be worth $8,761.

$1,000 since 2002$10,244Total return+924.4%Multiple10.2×CAGR+10.3%

Your scenario

Dates resolve to the nearest month-end close.
Leave empty for "held until today".
Invested at each month-end. Starts on the buy date.

Result

Worth$10,244Gain+$9,244 (+924.4%)Multiple10.2×CAGR+10.3%

    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.

    2002$10,2442003$10,2442004$7,9702005$6,7702006$6,4932007$5,8672008$6,8102009$7,8372010$4,8432011$3,6312012$3,2972013$2,6762014$2,5092015$2,4122016$2,5822017$2,1292018$1,6812019$1,6412020$1,2122021$1,1742022$1,1692023$1,4382024$1,1732025$9782026$983

    Every year, $1,000 from 2002

    YearValue of $1,000Year return
    2002$1,000
    2003$1,285+28.5%
    2004$1,513+17.7%
    2005$1,578+4.3%
    2006$1,746+10.7%
    2007$1,504-13.8%
    2008$1,307-13.1%
    2009$2,115+61.8%
    2010$2,821+33.4%
    2011$3,107+10.1%
    2012$3,828+23.2%
    2013$4,083+6.7%
    2014$4,248+4.0%
    2015$3,967-6.6%
    2016$4,812+21.3%
    2017$6,092+26.6%
    2018$6,244+2.5%
    2019$8,452+35.4%
    2020$8,726+3.2%
    2021$8,762+0.4%
    2022$7,124-18.7%
    2023$8,733+22.6%
    2024$10,469+19.9%
    2025$10,417-0.5%
    2026$10,244-1.7%

    Best and worst month-end to buy

    The best single month-end close to have bought PTY was 2008-11 ($1.07): $1,000 then is $11,003 today. The worst was 2025-09 ($13.02): $1,000 then is $902.

    FAQ

    What would $1,000 in PTY be worth today?

    A $1,000 investment in Pimco Corporate & Income Opportunity Fund (PTY) at the start of 2002 would be worth about $10,244 today, a total return of +924.4%. Dividends are reinvested in these figures.

    What were the best and worst years for PTY?

    Pimco Corporate & Income Opportunity Fund (PTY)'s strongest calendar year since 2002 was 2009, a +61.8% return — $1,000 held through that year became about $1,618 by year-end. Its weakest year was 2022, at -18.7%.

    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 PTY have grown?

    Investing $100 at the end of every month since 2002-12 would have grown to about $99,302 on $28,500 invested.

    Did PTY beat the S&P 500?

    Over the same period, $1,000 in the S&P 500 index would be worth $8,761. PTY beat the S&P 500 by +16.9% 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 Corporate & Income Opportunity Fund (PTY) historical total-return data from 2002-12 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.

    Full methodology →

    What if you'd held…

    Data: adjusted close prices via Yahoo Finance. As of 2026-08. Not financial advice.