BEN 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
1987 to today, log scaleResult#
$1,000 invested in BEN on November 4, 2016 was worth $1,522 on November 4, 2026, with dividends reinvested.
That’s 4.3% a year compounded (CAGR) over 10 years: 1.5 times your money.
Over the same dates the same $1,000 would be worth $4,305 in the S&P 500 and $6,525 in the Nasdaq-100: BEN trailed both the S&P 500 and the Nasdaq-100.
How this period ranks#
Better than 35% of all 356 periods of 10 years since 1987.
Growth of $1,000 in BEN, November 4, 2016 to November 4, 2026#
How far BEN was below its previous high. The biggest fall: −65.1% from Jul 25, 2017 to Mar 23, 2020, back to the high by May 14, 2026.
Your one buy. $1,000 on November 4, 2016, worth $1,522 on November 4, 2026. Pick Monthly or Yearly to see a plan's buys.
What $1,000 would be worth on November 4, 2026, by start date#
Each point is the same amount invested that day and held to November 4, 2026, dividends reinvested. Above the line it made money.
$1,000 invested in BEN, by year#
Started on each year's first close and held to Nov 4, 2026, dividends reinvested.
| Started | Worth Nov 4, 2026 | Multiple | A year (CAGR) |
|---|---|---|---|
| 2017 | $1,266 | 1.3× | 2.4% |
| 2018 | $1,161 | 1.2× | 1.7% |
| 2019 | $1,633 | 1.6× | 6.5% |
| 2020 | $1,838 | 1.8× | 9.3% |
| 2021 | $1,834 | 1.8× | 11.0% |
| 2022 | $1,289 | 1.3× | 5.4% |
| 2023 | $1,516 | 1.5× | 11.5% |
| 2024 | $1,342 | 1.3× | 10.9% |
| 2025 | $1,845 | 1.8× | 39.6% |
| 2026 | $1,473 | 1.5× | — |
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. BEN data begins April 10, 1987; values as of November 4, 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 BEN chart and fundamentals on the BEN quote page or the S&P 500 return calculator.
FAQ#
- How much would $1,000 invested in BEN be worth today?
- $1,000 invested in BEN on November 4, 2016 would be worth $1,522 on November 4, 2026, with dividends reinvested — 4.3% a year compounded (CAGR).
- How far back does the BEN calculator go?
- BEN data begins April 10, 1987, with a close every session. Pick any start and end date in that span — 39 years, 7 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.