FSPTX 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
2020 to today, log scaleResult#
$1,000 invested in FSPTX on December 1, 2020 was worth $3,019 on October 19, 2026, with dividends reinvested.
That’s 20.7% a year compounded (CAGR) over 5 years, 11 months: 3.0 times your money.
Over the same dates the same $1,000 would be worth $2,271 in the S&P 500 and $2,452 in the Nasdaq-100: FSPTX beat both the S&P 500 and the Nasdaq-100.
How this period ranks#
These dates cover the whole record, so there is no other period this long to compare.
Growth of $1,000 in FSPTX, December 1, 2020 to October 19, 2026#
How far FSPTX was below its previous high. The biggest fall: −42.2% from Nov 16, 2021 to Oct 14, 2022, back to the high by Jan 19, 2024.
Your one buy. $1,000 on December 1, 2020, worth $3,019 on October 19, 2026. Pick Monthly or Yearly to see a plan's buys.
What $1,000 would be worth on October 19, 2026, by start date#
Each point is the same amount invested that day and held to October 19, 2026, dividends reinvested. Above the line it made money.
$1,000 invested in FSPTX, by year#
Started on each year's first close and held to Oct 19, 2026, dividends reinvested.
| Started | Worth Oct 19, 2026 | Multiple | A year (CAGR) |
|---|---|---|---|
| 2020 | $3,019 | 3.0× | 20.7% |
| 2021 | $2,876 | 2.9× | 20.0% |
| 2022 | $2,308 | 2.3× | 19.1% |
| 2023 | $3,738 | 3.7× | 41.6% |
| 2024 | $2,374 | 2.4× | 36.2% |
| 2025 | $1,702 | 1.7× | 34.5% |
| 2026 | $1,369 | 1.4× | — |
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. FSPTX data begins December 1, 2020; values as of October 19, 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 FSPTX chart and fundamentals on the FSPTX quote page or the S&P 500 return calculator.
FAQ#
- How much would $1,000 invested in FSPTX be worth today?
- $1,000 invested in FSPTX on December 1, 2020 would be worth $3,019 on October 19, 2026, with dividends reinvested — 20.7% a year compounded (CAGR).
- How far back does the FSPTX calculator go?
- FSPTX data begins December 1, 2020, with a close every session. Pick any start and end date in that span — 5 years, 11 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.
