What if you'd held PHK?
A $1,000 investment in Pimco High Income Fund (PHK) at the month-end close of 2003-04 would be worth $4,989 at the close of 2026-09 — +398.9% total return, dividends reinvested. The same $1,000 in the S&P 500, dividends reinvested, would be worth $13,084.
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 2026-09, dividends included.
Every year, $1,000 from 2003
| Year | Value of $1,000 | Year return |
|---|---|---|
| 2003 | $1,000 | — |
| 2004 | $1,136 | +13.6% |
| 2005 | $1,220 | +7.4% |
| 2006 | $1,467 | +20.2% |
| 2007 | $1,328 | -9.5% |
| 2008 | $715 | -46.1% |
| 2009 | $1,667 | +133.0% |
| 2010 | $2,199 | +31.9% |
| 2011 | $2,327 | +5.8% |
| 2012 | $2,271 | -2.4% |
| 2013 | $2,850 | +25.5% |
| 2014 | $3,094 | +8.5% |
| 2015 | $2,575 | -16.8% |
| 2016 | $3,303 | +28.3% |
| 2017 | $3,018 | -8.6% |
| 2018 | $3,650 | +20.9% |
| 2019 | $3,774 | +3.4% |
| 2020 | $3,392 | -10.1% |
| 2021 | $3,764 | +11.0% |
| 2022 | $3,221 | -14.4% |
| 2023 | $3,829 | +18.9% |
| 2024 | $4,191 | +9.4% |
| 2025 | $4,720 | +12.6% |
| 2026 | $4,742 | +0.5% |
Best and worst month-end to buy
The best single month-end close to have bought PHK was 2008-11 ($0.46): $1,000 then is $9,761 today. The worst was 2026-01 ($4.62): $1,000 then is $975.
FAQ
What would $1,000 in PHK be worth today?
A $1,000 investment in Pimco High Income Fund (PHK) at the start of 2003 would be worth about $4,989 today, a total return of +398.9%. Dividends are reinvested in these figures.
What were the best and worst years for PHK?
Pimco High Income Fund (PHK)'s strongest calendar year since 2003 was 2009, a +133.0% return — $1,000 held through that year became about $2,330 by year-end. Its weakest year was 2008, at -46.1%.
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 PHK have grown?
Investing $100 at the end of every month since 2003-04 would have grown to about $63,546 on $28,200 invested.
Did PHK beat the S&P 500?
Over the same period, $1,000 in the S&P 500 with dividends reinvested (the S&P 500 Total Return index) would be worth $13,084. PHK trailed the S&P 500 by +61.9% 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 High Income Fund (PHK) historical total-return data from 2003-04 to 2026-09, reduced to month-end closes for the tables above.
Returns use adjusted close prices — adjusted for stock splits and reinvested dividends, the same convention used by major brokerages. End-of-day and live prices come from EODHD; parts of the deep historical series are carried over from Yahoo Finance data. 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 (EODHD): 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 EODHD and Yahoo Finance. As of 2026-09-04. Not financial advice.