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EME 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, Oct 20, 2026

Or drag the slider to set start and end dates

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

Result#

$1,000Oct 20, 2016$13,019Oct 20, 202613.0× 

$1,000 invested in EME on October 20, 2016 was worth $13,019 on October 20, 2026, with dividends reinvested.

That’s 29.3% a year compounded (CAGR) over 10 years: 13.0 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: EME beat both the S&P 500 and the Nasdaq-100.

Price only$12,535if dividends were spent
Biggest fall−48.0%Oct 30, 2019 to Mar 17, 2020
At a flat 5% a year$1,629a savings account's rate
Gain$12,019on $1,000 put in

How this period ranks#

Better than 95% of all 262 periods of 10 years since 1995.

Your dates
−30%0%130%
Worst: 6.5% a year, Jun 2007 to Jun 2017Best: 34.3% a year, Apr 2016 to Apr 2026
One scale for every length, so longer periods bunch up. Point at a bar.

Growth of $1,000 in EME, October 20, 2016 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$875 · Mar 2020Highest value$17,472 · May 2026$
$1,000$2,000$5,000$13k
20182020202220242026

How far EME was below its previous high. The biggest fall: −48.0% from Oct 30, 2019 to Mar 17, 2020, back to the high by Jan 6, 2021.

−48.0% from its high
high−48%

Your one buy. $1,000 on October 20, 2016, worth $13,019 on October 20, 2026. Pick Monthly or Yearly to see a plan's buys.

13.0×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$100k$300k
200020052010201520202025

$1,000 invested in EME, by year#

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

StartedWorth Oct 20, 2026MultipleA year (CAGR)
2017$10,29910.3×26.9%
2018$8,8598.9×28.1%
2019$12,18212.2×37.8%
2020$8,3208.3×36.6%
2021$8,0328.0×43.3%
2022$5,6025.6×43.3%
2023$4,7884.8×51.1%
2024$3,3243.3×53.6%
2025$1,5411.5×27.2%
2026$1,1021.1×—

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. EME data begins January 10, 1995; 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 EME chart and fundamentals on the EME quote page or the S&P 500 return calculator.

FAQ#

How much would $1,000 invested in EME be worth today?
$1,000 invested in EME on October 20, 2016 would be worth $13,019 on October 20, 2026, with dividends reinvested — 29.3% a year compounded (CAGR).
How far back does the EME calculator go?
EME data begins January 10, 1995, with a close every session. Pick any start and end date in that span — 31 years, 9 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.