EPHE 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
2010 to today, log scaleResult#
$1,000 invested in EPHE on October 17, 2016 was worth $744 on October 16, 2026, with dividends reinvested.
That’s −2.9% a year compounded (CAGR) over 10 years: 0.74 times your money.
Over the same dates the same $1,000 would be worth $4,208 in the S&P 500 and $6,511 in the Nasdaq-100: EPHE trailed both the S&P 500 and the Nasdaq-100.
How this period ranks#
Better than 24% of all 74 periods of 10 years since 2010.
Growth of $1,000 in EPHE, October 17, 2016 to October 16, 2026#
How far EPHE was below its previous high. The biggest fall: −51.6% from Jan 5, 2018 to Mar 18, 2020, not back to the high by the end date.
Your one buy. $1,000 on October 17, 2016, worth $744 on October 16, 2026. Pick Monthly or Yearly to see a plan's buys.
What $1,000 would be worth on October 16, 2026, by start date#
Each point is the same amount invested that day and held to October 16, 2026, dividends reinvested. Above the line it made money.
$1,000 invested in EPHE, by year#
Started on each year's first close and held to Oct 16, 2026, dividends reinvested.
| Started | Worth Oct 16, 2026 | Multiple | A year (CAGR) |
|---|---|---|---|
| 2017 | $808 | 0.81× | −2.2% |
| 2018 | $666 | 0.67× | −4.5% |
| 2019 | $796 | 0.80× | −2.9% |
| 2020 | $752 | 0.75× | −4.1% |
| 2021 | $780 | 0.78× | −4.2% |
| 2022 | $808 | 0.81× | −4.4% |
| 2023 | $937 | 0.94× | −1.7% |
| 2024 | $936 | 0.94× | −2.4% |
| 2025 | $941 | 0.94× | −3.3% |
| 2026 | $923 | 0.92× | — |
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. EPHE data begins September 29, 2010; values as of October 16, 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 EPHE chart and fundamentals on the EPHE quote page or the S&P 500 return calculator.
FAQ#
- How much would $1,000 invested in EPHE be worth today?
- $1,000 invested in EPHE on October 17, 2016 would be worth $744 on October 16, 2026, with dividends reinvested — −2.9% a year compounded (CAGR).
- How far back does the EPHE calculator go?
- EPHE data begins September 29, 2010, with a close every session. Pick any start and end date in that span — 16 years, 1 month 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.
