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DAVE return calculator

Your investment#

How much
$
All at once, on the start date
Pick start & end dates5 years, 6 months
Key datesStart at a well-known dateRecentMarket topsMarket bottomsEvents
Bought at that day's close
Key datesEnd at a well-known dateMarket topsMarket bottomsEvents
Latest close, Oct 20, 2026

Or drag the slider to set start and end dates

2021 to today, log scale
2022 bear market
2024Apr 2021Today
Options

Result#

$1,000Apr 26, 2021$1,160Oct 20, 20261.2× 

$1,000 invested in DAVE on April 26, 2021 was worth $1,160 on October 20, 2026, with dividends reinvested.

That’s 2.7% a year compounded (CAGR) over 5 years, 6 months: 1.2 times your money.

Over the same dates the same $1,000 would be worth $1,982 in the S&P 500 and $2,169 in the Nasdaq-100: DAVE trailed both the S&P 500 and the Nasdaq-100.

Price only$1,160if dividends were spent
Biggest fall−99.0%Feb 1, 2022 to May 19, 2023
At a flat 5% a year$1,307a savings account's rate
Gain$160on $1,000 put in

How this period ranks#

These dates cover the whole record, so there is no other period this long to compare.

Worst: —Best: —
One scale for every length, so longer periods bunch up. Point at a bar.

Growth of $1,000 in DAVE, April 26, 2021 to October 20, 2026#

Your $1,000$Your buySame plan in the S&P 500The highA lowLog scale: equal steps are equal percentage moves
Lowest value$14 · May 2023Highest value$1,459 · Feb 2022$
$30$100$300$1,160
20222023202420252026

How far DAVE was below its previous high. The biggest fall: −99.0% from Feb 1, 2022 to May 19, 2023, not back to the high by the end date.

−99.0% from its high
high−99%

Your one buy. $1,000 on April 26, 2021, worth $1,160 on October 20, 2026. Pick Monthly or Yearly to see a plan's buys.

1.2×paid

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.

Your start
$1,000$3,000$10k$30k
20222023202420252026

$1,000 invested in DAVE, by year#

Started on each year's first close and held to Oct 20, 2026, dividends reinvested.

StartedWorth Oct 20, 2026MultipleA year (CAGR)
2021$1,1601.2×2.7%
2022$1,3641.4×6.7%
2023$39,32439.3×163.2%
2024$42,18942.2×280.9%
2025$4,2144.2×122.7%
2026$1,6571.7×—

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. DAVE data begins April 26, 2021; 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 DAVE chart and fundamentals on the DAVE quote page or the S&P 500 return calculator.

FAQ#

How much would $1,000 invested in DAVE be worth today?
$1,000 invested in DAVE on April 26, 2021 would be worth $1,160 on October 20, 2026, with dividends reinvested — 2.7% a year compounded (CAGR).
How far back does the DAVE calculator go?
DAVE data begins April 26, 2021, with a close every session. Pick any start and end date in that span — 5 years, 6 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.