ALM return calculator
Your investment#
Key dates
Start at a well-known dateRecentMarket topsMarket bottomsEventsKey dates
End at a well-known dateMarket topsMarket bottomsEventsOr drag the slider to set start and end dates
2013 to today, log scaleResult#
$1,000 invested in ALM on October 27, 2016 was worth $23,346 on October 27, 2026, with dividends reinvested.
That’s 37.0% a year compounded (CAGR) over 10 years: 23.3 times your money.
Over the same dates the same $1,000 would be worth $4,228 in the S&P 500 and $6,559 in the Nasdaq-100: ALM beat both the S&P 500 and the Nasdaq-100.
How this period ranks#
Better than 78% of all 41 periods of 10 years since 2013.
Growth of $1,000 in ALM, October 27, 2016 to October 27, 2026#
How far ALM was below its previous high. The biggest fall: −70.5% from Jun 4, 2021 to Sep 27, 2023, back to the high by Feb 5, 2025.
Your one buy. $1,000 on October 27, 2016, worth $23,346 on October 27, 2026. Pick Monthly or Yearly to see a plan's buys.
What $1,000 would be worth on October 27, 2026, by start date#
Each point is the same amount invested that day and held to October 27, 2026, dividends reinvested. Above the line it made money.
$1,000 invested in ALM, by year#
Started on each year's first close and held to Oct 27, 2026, dividends reinvested.
| Started | Worth Oct 27, 2026 | Multiple | A year (CAGR) |
|---|---|---|---|
| 2017 | $22,600 | 22.6× | 37.4% |
| 2018 | $10,068 | 10.1× | 29.9% |
| 2019 | $9,380 | 9.4× | 33.2% |
| 2020 | $13,114 | 13.1× | 45.9% |
| 2021 | $8,093 | 8.1× | 43.3% |
| 2022 | $5,984 | 6.0× | 45.0% |
| 2023 | $8,047 | 8.0× | 72.8% |
| 2024 | $10,092 | 10.1× | 127.2% |
| 2025 | $6,158 | 6.2× | 172.2% |
| 2026 | $1,086 | 1.1× | — |
Methodology#
A buy is made at the start date's close, or the next session's when the market was closed that day, and valued at the end date's close; a monthly or yearly plan buys on the same day of each month or year. "Dividends reinvested" uses split- and dividend-adjusted closes (a standard total-return approximation; taxes and fees excluded). "Price-only" uses split-adjusted closes. ALM data begins June 26, 2013; values as of October 27, 2026 and refresh daily. The ranking compares month-end to month-end periods. Past performance does not predict future returns; not investment advice.
See the live ALM chart and fundamentals on the ALM quote page or the S&P 500 return calculator.
FAQ#
- How much would $1,000 invested in ALM be worth today?
- $1,000 invested in ALM on October 27, 2016 would be worth $23,346 on October 27, 2026, with dividends reinvested — 37.0% a year compounded (CAGR).
- How far back does the ALM calculator go?
- ALM data begins June 26, 2013, with a close every session. Pick any start and end date in that span — 13 years, 4 months of history.
- Does this include dividends?
- Yes. The default "dividends reinvested" view uses split- and dividend-adjusted closing prices — a standard total-return approximation that excludes taxes and fees. A price-only view (split-adjusted, no dividends) is also available.
