If you invested $1,000 in CG — what it would be worth today
$1,000
once in
Dollar-cost averaging invests the same amount every period, so the chart compares value against what you put in.January 2016
Priced at a real closing price — the month's last trading day, or that exact day's close when you pick one.today
Monthly data: valued at the closing price on the last trading day of that month.A $1,000 investment in The Carlyle Group Inc. (CG) in January 2016 would be worth $4,820 as of October 2026 with dividends reinvested — 15.9% a year compounded (CAGR). Use the dropdowns above to try any amount or starting month back to May 2012.
Over the same period, the same $1,000 would be worth $4,724 in the S&P 500 (SPY) and $7,777 in the Nasdaq-100 (QQQ). CG beat the S&P 500 but trailed the Nasdaq-100 over that period.
Growth of $1,000 in CG since January 2016— monthly
The Carlyle Group Inc. (CG). Total return approximated via dividend- and split-adjusted closes (no taxes or fees). Not investment advice.
What $1,000 in CG would be worth today, by starting month— each bar = one starting month, held to today
$1,000 invested in CG, by year— dividends reinvested, held to today
| Invested in | Worth today | Multiple | Annualized |
|---|---|---|---|
| 2016 | $4,820 | 4.8× | 15.9% |
| 2017 | $3,417 | 3.4× | 13.6% |
| 2018 | $2,204 | 2.2× | 9.5% |
| 2019 | $2,781 | 2.8× | 14.3% |
| 2020 | $1,520 | 1.5× | 6.5% |
| 2021 | $1,475 | 1.5× | 7.1% |
| 2022 | $912 | 0.9× | -1.9% |
| 2023 | $1,252 | 1.3× | 6.3% |
| 2024 | $1,076 | 1.1× | 2.8% |
| 2025 | $743 | 0.7× | -16.3% |
Methodology
Investments are assumed made at the chosen month's last trading day close, or that exact day's close when a day is picked. "Dividends reinvested" uses split- and dividend-adjusted closes (a standard total-return approximation; taxes and fees excluded). "Price-only" uses split-adjusted closes. CG data begins May 2012; values as of October 2026 and refresh daily. Past performance does not predict future returns; not investment advice.
See the live CG chart and fundamentals on the CG quote page or compare with the same investment in SPY.
FAQ#
- How much would $1,000 invested in CG be worth today?
- A $1,000 investment in The Carlyle Group Inc. (CG) in January 2016 would be worth about $4,820 as of October 2026, with dividends reinvested. That works out to about 15.9% a year compounded (CAGR).
- How far back does the CG calculation go?
- CG data begins May 2012. You can pick any starting month from then to the present and see what your investment would be worth today.
- 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.