EPAC 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
2000 to today, log scaleResult#
$1,000 invested in EPAC on October 20, 2016 was worth $1,595 on October 20, 2026, with dividends reinvested.
That’s 4.8% a year compounded (CAGR) over 10 years: 1.6 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: EPAC trailed both the S&P 500 and the Nasdaq-100.
How this period ranks#
Better than 62% of all 196 periods of 10 years since 2000.
Growth of $1,000 in EPAC, October 20, 2016 to October 20, 2026#
How far EPAC was below its previous high. The biggest fall: −53.6% from Sep 20, 2018 to May 13, 2020, back to the high by Dec 20, 2023.
Your one buy. $1,000 on October 20, 2016, worth $1,595 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 EPAC, 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 | $1,350 | 1.3× | 3.1% |
| 2018 | $1,439 | 1.4× | 4.2% |
| 2019 | $1,710 | 1.7× | 7.1% |
| 2020 | $1,374 | 1.4× | 4.8% |
| 2021 | $1,614 | 1.6× | 8.6% |
| 2022 | $1,727 | 1.7× | 12.1% |
| 2023 | $1,410 | 1.4× | 9.5% |
| 2024 | $1,166 | 1.2× | 5.7% |
| 2025 | $885 | 0.89× | −6.6% |
| 2026 | $900 | 0.90× | — |
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. EPAC data begins July 24, 2000; 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 EPAC chart and fundamentals on the EPAC quote page or the S&P 500 return calculator.
FAQ#
- How much would $1,000 invested in EPAC be worth today?
- $1,000 invested in EPAC on October 20, 2016 would be worth $1,595 on October 20, 2026, with dividends reinvested — 4.8% a year compounded (CAGR).
- How far back does the EPAC calculator go?
- EPAC data begins July 24, 2000, with a close every session. Pick any start and end date in that span — 26 years, 3 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.
