BTSG 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
2024 to today, log scaleResult#
$1,000 invested in BTSG on January 26, 2024 was worth $6,474 on November 13, 2026, with dividends reinvested.
That’s 94.9% a year compounded (CAGR) over 2 years, 10 months: 6.5 times your money.
Over the same dates the same $1,000 would be worth $1,598 in the S&P 500 and $1,627 in the Nasdaq-100: BTSG beat 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 BTSG, January 26, 2024 to November 13, 2026#
How far BTSG was below its previous high. The biggest fall: −35.6% from Jan 30, 2025 to Apr 21, 2025, back to the high by May 16, 2025.
Your one buy. $1,000 on January 26, 2024, worth $6,474 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 BTSG, 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) |
|---|---|---|---|
| 2024 | $6,474 | 6.5× | 94.9% |
| 2025 | $4,109 | 4.1× | 113.6% |
| 2026 | $1,854 | 1.9× | — |
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. BTSG data begins January 26, 2024; 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 BTSG chart and fundamentals on the BTSG quote page or the S&P 500 return calculator.
FAQ#
- How much would $1,000 invested in BTSG be worth today?
- $1,000 invested in BTSG on January 26, 2024 would be worth $6,474 on November 13, 2026, with dividends reinvested — 94.9% a year compounded (CAGR).
- How far back does the BTSG calculator go?
- BTSG data begins January 26, 2024, with a close every session. Pick any start and end date in that span — 2 years, 10 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.