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EW 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

2000 to today, log scale
2008 crisisCovid
2005Oct 2016Today
Options

Result#

$1,000Oct 27, 2016$2,955Oct 27, 20263.0× 

$1,000 invested in EW on October 27, 2016 was worth $2,955 on October 27, 2026, with dividends reinvested.

That’s 11.4% a year compounded (CAGR) over 10 years: 3.0 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: EW trailed both the S&P 500 and the Nasdaq-100.

Price only$2,955if dividends were spent
Biggest fall−54.3%Dec 30, 2021 to Jul 25, 2024
At a flat 5% a year$1,629a savings account's rate
Gain$1,955on $1,000 put in

How this period ranks#

Better than 4% of all 200 periods of 10 years since 2000.

Your dates
−40%0%100%
Worst: 7.9% a year, Sep 2016 to Sep 2026Best: 30.5% a year, Aug 2009 to Aug 2019
One scale for every length, so longer periods bunch up. Point at a bar.

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

Your $1,000$Your buySame plan in the S&P 500The highA low
Highest value$4,252 · Dec 2021$
$1,000$2,000$4,000$2,955
20182020202220242026

How far EW was below its previous high. The biggest fall: −54.3% from Dec 30, 2021 to Jul 25, 2024, not back to the high by the end date.

−54.3% from its high
high−54%

Your one buy. $1,000 on October 27, 2016, worth $2,955 on October 27, 2026. Pick Monthly or Yearly to see a plan's buys.

3.0×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
20052010201520202025

$1,000 invested in EW, by year#

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

StartedWorth Oct 27, 2026MultipleA year (CAGR)
2017$2,8522.9×11.3%
2018$2,4422.4×10.7%
2019$1,8261.8×8.0%
2020$1,1721.2×2.4%
2021$1,0211.0×0.4%
2022$7080.71×−6.9%
2023$1,2231.2×5.4%
2024$1,2021.2×6.7%
2025$1,2511.3×13.1%
2026$1,0641.1×—

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. EW data begins March 27, 2000; 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 EW chart and fundamentals on the EW quote page or the S&P 500 return calculator.

FAQ#

How much would $1,000 invested in EW be worth today?
$1,000 invested in EW on October 27, 2016 would be worth $2,955 on October 27, 2026, with dividends reinvested — 11.4% a year compounded (CAGR).
How far back does the EW calculator go?
EW data begins March 27, 2000, with a close every session. Pick any start and end date in that span — 26 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.