CART 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
2023 to today, log scaleResult#
$1,000 invested in CART on September 19, 2023 was worth $1,725 on November 6, 2026, with dividends reinvested.
That’s 19.0% a year compounded (CAGR) over 3 years, 2 months: 1.7 times your money.
Over the same dates the same $1,000 would be worth $1,722 in the S&P 500 and $1,804 in the Nasdaq-100: CART beat the S&P 500 but trailed 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 CART, September 19, 2023 to November 6, 2026#
How far CART was below its previous high. The biggest fall: −38.0% from Feb 19, 2025 to Feb 11, 2026, back to the high by Oct 23, 2026.
Your one buy. $1,000 on September 19, 2023, worth $1,725 on November 6, 2026. Pick Monthly or Yearly to see a plan's buys.
What $1,000 would be worth on November 6, 2026, by start date#
Each point is the same amount invested that day and held to November 6, 2026, dividends reinvested. Above the line it made money.
$1,000 invested in CART, by year#
Data provided bySource: Twelve DataStarted on each year's first close and held to Nov 6, 2026, dividends reinvested.
| Started | Worth Nov 6, 2026 | Multiple | A year (CAGR) |
|---|---|---|---|
| 2023 | $1,725 | 1.7× | 19.0% |
| 2024 | $2,419 | 2.4× | 36.4% |
| 2025 | $1,350 | 1.4× | 17.7% |
| 2026 | $1,324 | 1.3× | — |
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. CART data begins September 19, 2023; values as of November 6, 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 CART chart and fundamentals on the CART quote page or the S&P 500 return calculator.
FAQ#
- How much would $1,000 invested in CART be worth today?
- $1,000 invested in CART on September 19, 2023 would be worth $1,725 on November 6, 2026, with dividends reinvested — 19.0% a year compounded (CAGR).
- How far back does the CART calculator go?
- CART data begins September 19, 2023, with a close every session. Pick any start and end date in that span — 3 years, 2 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.