CFFN 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
1999 to today, log scaleResult#
$1,000 invested in CFFN on October 20, 2016 was worth $1,100 on October 20, 2026, with dividends reinvested.
That’s 1.0% a year compounded (CAGR) over 10 years: 1.1 times your money.
Over the same dates the same $1,000 would be worth $4,210 in the S&P 500 and $6,533 in the Nasdaq-100: CFFN trailed both the S&P 500 and the Nasdaq-100.
How this period ranks#
Better than 43% of all 211 periods of 10 years since 1999.
Growth of $1,000 in CFFN, October 20, 2016 to October 20, 2026#
How far CFFN was below its previous high. The biggest fall: −63.8% from Mar 12, 2021 to Oct 24, 2023, not back to the high by the end date.
Your one buy. $1,000 on October 20, 2016, worth $1,100 on October 20, 2026. Pick Monthly or Yearly to see a plan's buys.
What $1,000 would be worth on October 20, 2026, by start date#
Each point is the same amount invested that day and held to October 20, 2026, dividends reinvested. Above the line it made money.
$1,000 invested in CFFN, by year#
Started on each year's first close and held to Oct 20, 2026, dividends reinvested.
| Started | Worth Oct 20, 2026 | Multiple | A year (CAGR) |
|---|---|---|---|
| 2017 | $912 | 0.91× | −0.9% |
| 2018 | $1,069 | 1.1× | 0.8% |
| 2019 | $1,013 | 1.0× | 0.2% |
| 2020 | $909 | 0.91× | −1.4% |
| 2021 | $953 | 0.95× | −0.8% |
| 2022 | $955 | 0.96× | −1.0% |
| 2023 | $1,165 | 1.2× | 4.1% |
| 2024 | $1,476 | 1.5× | 14.9% |
| 2025 | $1,541 | 1.5× | 27.2% |
| 2026 | $1,267 | 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. CFFN data begins April 1, 1999; values as of October 20, 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 CFFN chart and fundamentals on the CFFN quote page or the S&P 500 return calculator.
FAQ#
- How much would $1,000 invested in CFFN be worth today?
- $1,000 invested in CFFN on October 20, 2016 would be worth $1,100 on October 20, 2026, with dividends reinvested — 1.0% a year compounded (CAGR).
- How far back does the CFFN calculator go?
- CFFN data begins April 1, 1999, with a close every session. Pick any start and end date in that span — 27 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.
