BAM 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
2022 to today, log scaleResult#
$1,000 invested in BAM on December 1, 2022 was worth $1,843 on November 13, 2026, with dividends reinvested.
That’s 16.7% a year compounded (CAGR) over 3 years, 11 months: 1.8 times your money.
Over the same dates the same $1,000 would be worth $1,950 in the S&P 500 and $2,370 in the Nasdaq-100: BAM trailed both the S&P 500 and the Nasdaq-100.
How this period ranks#
These dates cover the whole record, so there is no other period this long to compare.
Growth of $1,000 in BAM, December 1, 2022 to November 13, 2026#
How far BAM was below its previous high. The biggest fall: −30.4% from Jul 24, 2025 to Mar 24, 2026, not back to the high by the end date.
Your one buy. $1,000 on December 1, 2022, worth $1,843 on November 13, 2026. Pick Monthly or Yearly to see a plan's buys.
What $1,000 would be worth on November 13, 2026, by start date#
Each point is the same amount invested that day and held to November 13, 2026, dividends reinvested. Above the line it made money.
$1,000 invested in BAM, by year#
Data provided bySource: Twelve DataStarted on each year's first close and held to Nov 13, 2026, dividends reinvested.
| Started | Worth Nov 13, 2026 | Multiple | A year (CAGR) |
|---|---|---|---|
| 2022 | $1,843 | 1.8× | 16.7% |
| 2023 | $2,073 | 2.1× | 20.8% |
| 2024 | $1,462 | 1.5× | 14.2% |
| 2025 | $1,009 | 1.0× | 0.5% |
| 2026 | $994 | 0.99× | — |
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. BAM data begins December 1, 2022; values as of November 13, 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 BAM chart and fundamentals on the BAM quote page or the S&P 500 return calculator.
FAQ#
- How much would $1,000 invested in BAM be worth today?
- $1,000 invested in BAM on December 1, 2022 would be worth $1,843 on November 13, 2026, with dividends reinvested — 16.7% a year compounded (CAGR).
- How far back does the BAM calculator go?
- BAM data begins December 1, 2022, with a close every session. Pick any start and end date in that span — 3 years, 11 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.