EWC 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
2008 to today, log scaleResult#
$1,000 invested in EWC on October 27, 2016 was worth $2,943 on October 27, 2026, with dividends reinvested.
That’s 11.4% a year compounded (CAGR) over 10 years: 2.9 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: EWC trailed both the S&P 500 and the Nasdaq-100.
How this period ranks#
Better than 94% of all 106 periods of 10 years since 2008.
Growth of $1,000 in EWC, October 27, 2016 to October 27, 2026#
How far EWC was below its previous high. The biggest fall: −42.7% from Feb 19, 2020 to Mar 23, 2020, back to the high by Nov 27, 2020.
Your one buy. $1,000 on October 27, 2016, worth $2,943 on October 27, 2026. Pick Monthly or Yearly to see a plan's buys.
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.
$1,000 invested in EWC, by year#
Started on each year's first close and held to Oct 27, 2026, dividends reinvested.
| Started | Worth Oct 27, 2026 | Multiple | A year (CAGR) |
|---|---|---|---|
| 2017 | $2,827 | 2.8× | 11.2% |
| 2018 | $2,434 | 2.4× | 10.6% |
| 2019 | $2,939 | 2.9× | 14.8% |
| 2020 | $2,318 | 2.3× | 13.1% |
| 2021 | $2,196 | 2.2× | 14.5% |
| 2022 | $1,729 | 1.7× | 12.0% |
| 2023 | $2,005 | 2.0× | 20.0% |
| 2024 | $1,755 | 1.8× | 22.1% |
| 2025 | $1,544 | 1.5× | 27.0% |
| 2026 | $1,132 | 1.1× | — |
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. EWC data begins January 2, 2008; 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 EWC chart and fundamentals on the EWC quote page or the S&P 500 return calculator.
FAQ#
- How much would $1,000 invested in EWC be worth today?
- $1,000 invested in EWC on October 27, 2016 would be worth $2,943 on October 27, 2026, with dividends reinvested — 11.4% a year compounded (CAGR).
- How far back does the EWC calculator go?
- EWC data begins January 2, 2008, with a close every session. Pick any start and end date in that span — 18 years, 10 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.
