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FE 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

1997 to today, log scale
2008 crisisCovid
20002010Oct 2016Today
Options

Result#

$1,000Oct 27, 2016$2,068Oct 27, 20262.1× 

$1,000 invested in FE on October 27, 2016 was worth $2,068 on October 27, 2026, with dividends reinvested.

That’s 7.5% a year compounded (CAGR) over 10 years: 2.1 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: FE trailed both the S&P 500 and the Nasdaq-100.

Price only$1,365if dividends were spent
Biggest fall−47.7%Feb 18 to Jul 22, 2020
At a flat 5% a year$1,629a savings account's rate
Gain$1,068on $1,000 put in

How this period ranks#

Better than 66% of all 228 periods of 10 years since 1997.

Your dates
−50%0%70%
Worst: −3.6% a year, May 2007 to May 2017Best: 21.1% a year, Nov 1997 to Nov 2007
One scale for every length, so longer periods bunch up. Point at a bar.

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

Your $1,000$Your buySame plan in the S&P 500The highA low
Lowest value$861 · May 2017Highest value$2,274 · Apr 2026$
$1,000$3,000$4,000$2,068
20182020202220242026

How far FE was below its previous high. The biggest fall: −47.7% from Feb 18, 2020 to Jul 22, 2020, back to the high by Apr 6, 2022.

−47.7% from its high
high−48%

Your one buy. $1,000 on October 27, 2016, worth $2,068 on October 27, 2026. Pick Monthly or Yearly to see a plan's buys.

2.1×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$2,000$5,000$10k
200020052010201520202025

$1,000 invested in FE, by year#

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

StartedWorth Oct 27, 2026MultipleA year (CAGR)
2017$2,2402.2×8.6%
2018$2,1472.1×9.1%
2019$1,7281.7×7.3%
2020$1,2881.3×3.8%
2021$1,9862.0×12.5%
2022$1,3611.4×6.6%
2023$1,2861.3×6.8%
2024$1,3861.4×12.3%
2025$1,2441.2×12.8%
2026$1,0531.1×—

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. FE data begins November 10, 1997; 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 FE chart and fundamentals on the FE quote page or the S&P 500 return calculator.

FAQ#

How much would $1,000 invested in FE be worth today?
$1,000 invested in FE on October 27, 2016 would be worth $2,068 on October 27, 2026, with dividends reinvested — 7.5% a year compounded (CAGR).
How far back does the FE calculator go?
FE data begins November 10, 1997, with a close every session. Pick any start and end date in that span — 29 years 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.