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DRI return calculator

Your investment#

How much
$
All at once, on the start date
Pick start & end dates10 years
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, Nov 4, 2026

Or drag the slider to set start and end dates

1995 to today, log scale
2008 crisisCovid
20002010Nov 2016Today
Options

Result#

$1,000Nov 4, 2016$4,802Nov 4, 20264.8× 

$1,000 invested in DRI on November 4, 2016 was worth $4,802 on November 4, 2026, with dividends reinvested.

That’s 17.0% a year compounded (CAGR) over 10 years: 4.8 times your money.

Over the same dates the same $1,000 would be worth $4,305 in the S&P 500 and $6,525 in the Nasdaq-100: DRI beat the S&P 500 but trailed the Nasdaq-100.

Price only$3,611if dividends were spent
Biggest fall−72.8%Sep 9, 2019 to Mar 18, 2020
At a flat 5% a year$1,629a savings account's rate
Gain$3,802on $1,000 put in

How this period ranks#

Better than 77% of all 259 periods of 10 years since 1995.

Your dates
−50%0%100%
Worst: 6.5% a year, Nov 1998 to Nov 2008Best: 25.2% a year, Nov 2008 to Nov 2018
One scale for every length, so longer periods bunch up. Point at a bar.

Growth of $1,000 in DRI, November 4, 2016 to November 4, 2026#

Your $1,000$Your buySame plan in the S&P 500A low
Lowest value$587 · Mar 2020$
$0$1,000$2,000$3,000$4,000$4,802
20182020202220242026

How far DRI was below its previous high. The biggest fall: −72.8% from Sep 9, 2019 to Mar 18, 2020, back to the high by Jan 11, 2021.

−72.8% from its high
high−73%

Your one buy. $1,000 on November 4, 2016, worth $4,802 on November 4, 2026. Pick Monthly or Yearly to see a plan's buys.

4.8×paid

What $1,000 would be worth on November 4, 2026, by start date#

Each point is the same amount invested that day and held to November 4, 2026, dividends reinvested. Above the line it made money.

Your start
$1,000$3,000$10k$30k$100k
200020052010201520202025

$1,000 invested in DRI, by year#

Started on each year's first close and held to Nov 4, 2026, dividends reinvested.

StartedWorth Nov 4, 2026MultipleA year (CAGR)
2017$4,2554.3×15.9%
2018$3,0913.1×13.6%
2019$2,8992.9×14.5%
2020$2,5092.5×14.4%
2021$2,3972.4×16.2%
2022$1,8291.8×13.3%
2023$1,8761.9×17.8%
2024$1,5651.6×17.1%
2025$1,3141.3×16.0%
2026$1,2711.3×—

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. DRI data begins May 8, 1995; values as of November 4, 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 DRI chart and fundamentals on the DRI quote page or the S&P 500 return calculator.

FAQ#

How much would $1,000 invested in DRI be worth today?
$1,000 invested in DRI on November 4, 2016 would be worth $4,802 on November 4, 2026, with dividends reinvested — 17.0% a year compounded (CAGR).
How far back does the DRI calculator go?
DRI data begins May 8, 1995, with a close every session. Pick any start and end date in that span — 31 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.