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ETR 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 27, 2026

Or drag the slider to set start and end dates

1980 to today, log scale
2008 crisisCovid
1990Oct 2016 – Today
Options

Result#

$1,000Oct 27, 2016$4,392Oct 27, 20264.4× 

$1,000 invested in ETR on October 27, 2016 was worth $4,392 on October 27, 2026, with dividends reinvested.

That’s 16.0% a year compounded (CAGR) over 10 years: 4.4 times your money.

Over the same dates the same $1,000 would be worth $4,228 in the S&P 500 and $6,559 in the Nasdaq-100: ETR beat the S&P 500 but trailed the Nasdaq-100.

Price only$3,017if dividends were spent
Biggest fall−42.0%Feb 18 to Mar 23, 2020
At a flat 5% a year$1,629a savings account's rate
Gain$3,392on $1,000 put in

How this period ranks#

Better than 91% of all 440 periods of 10 years since 1980.

Your dates
−40%0%90%
Worst: 0.3% a year, Apr 2007 to Apr 2017Best: 21.6% a year, Apr 1997 to Apr 2007
One scale for every length, so longer periods bunch up. Point at a bar.

Growth of $1,000 in ETR, October 27, 2016 to October 27, 2026#

Your $1,000$Your buySame plan in the S&P 500The highA low
Highest value$4,725 · May 2026$
$1,000$2,000$3,000$4,392
20182020202220242026

How far ETR was below its previous high. The biggest fall: −42.0% from Feb 18, 2020 to Mar 23, 2020, back to the high by Apr 20, 2022.

−42.0% from its high
high−42%

Your one buy. $1,000 on October 27, 2016, worth $4,392 on October 27, 2026. Pick Monthly or Yearly to see a plan's buys.

4.4×paid

What $1,000 would be worth on October 27, 2026, by start date#

Each point is the same amount invested that day and held to October 27, 2026, dividends reinvested. Above the line it made money.

Your start
$1,000$3,000$10k$30k$100k
1990200020102020

$1,000 invested in ETR, by year#

Started on each year's first close and held to Oct 27, 2026, dividends reinvested.

StartedWorth Oct 27, 2026MultipleA year (CAGR)
2017$4,2754.3×16.0%
2018$3,6083.6×15.7%
2019$3,3923.4×16.9%
2020$2,3302.3×13.2%
2021$2,7092.7×18.7%
2022$2,2962.3×18.8%
2023$2,2602.3×23.8%
2024$2,3022.3×34.4%
2025$1,5051.5×25.3%
2026$1,1761.2×—

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. ETR data begins March 17, 1980; values as of October 27, 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 ETR chart and fundamentals on the ETR quote page or the S&P 500 return calculator.

FAQ#

How much would $1,000 invested in ETR be worth today?
$1,000 invested in ETR on October 27, 2016 would be worth $4,392 on October 27, 2026, with dividends reinvested — 16.0% a year compounded (CAGR).
How far back does the ETR calculator go?
ETR data begins March 17, 1980, with a close every session. Pick any start and end date in that span — 46 years, 7 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.