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ESS 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

1994 to today, log scale
2008 crisisCovid
19952005Nov 2016Today
Options

Result#

$1,000Nov 4, 2016$1,724Nov 4, 20261.7× 

$1,000 invested in ESS on November 4, 2016 was worth $1,724 on November 4, 2026, with dividends reinvested.

That’s 5.6% a year compounded (CAGR) over 10 years: 1.7 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: ESS trailed both the S&P 500 and the Nasdaq-100.

Price only$1,233if dividends were spent
Biggest fall−44.8%Oct 21, 2019 to Mar 23, 2020
At a flat 5% a year$1,629a savings account's rate
Gain$724on $1,000 put in

How this period ranks#

Better than 4% of all 270 periods of 10 years since 1994.

Your dates
−50%0%70%
Worst: 3.7% a year, Mar 2016 to Mar 2026Best: 25.9% a year, Dec 1994 to Dec 2004
One scale for every length, so longer periods bunch up. Point at a bar.

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

Your $1,000$Your buySame plan in the S&P 500The highA low
Lowest value$908 · Mar 2020Highest value$1,922 · Apr 2022$
$1,000$3,000$4,000$1,724
20182020202220242026

How far ESS was below its previous high. The biggest fall: −44.8% from Oct 21, 2019 to Mar 23, 2020, back to the high by Jul 8, 2021.

−44.8% from its high
high−45%

Your one buy. $1,000 on November 4, 2016, worth $1,724 on November 4, 2026. Pick Monthly or Yearly to see a plan's buys.

1.7×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$2,000$5,000$10k$20k$50k
1995200020052010201520202025

$1,000 invested in ESS, by year#

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

StartedWorth Nov 4, 2026MultipleA year (CAGR)
2017$1,6441.6×5.2%
2018$1,5261.5×4.9%
2019$1,5001.5×5.3%
2020$1,1601.2×2.2%
2021$1,4601.5×6.7%
2022$9170.92×−1.8%
2023$1,4841.5×10.8%
2024$1,2041.2×6.8%
2025$1,0381.0×2.0%
2026$1,0881.1×—

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. ESS data begins June 7, 1994; 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 ESS chart and fundamentals on the ESS quote page or the S&P 500 return calculator.

FAQ#

How much would $1,000 invested in ESS be worth today?
$1,000 invested in ESS on November 4, 2016 would be worth $1,724 on November 4, 2026, with dividends reinvested — 5.6% a year compounded (CAGR).
How far back does the ESS calculator go?
ESS data begins June 7, 1994, with a close every session. Pick any start and end date in that span — 32 years, 5 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.