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HIG 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

1995 to today, log scale
2008 crisisCovid
20002010Oct 2016Today
Options

Result#

$1,000Oct 27, 2016$3,833Oct 27, 20263.8× 

$1,000 invested in HIG on October 27, 2016 was worth $3,833 on October 27, 2026, with dividends reinvested.

That’s 14.4% a year compounded (CAGR) over 10 years: 3.8 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: HIG trailed both the S&P 500 and the Nasdaq-100.

Price only$3,097if dividends were spent
Biggest fall−57.6%Nov 26, 2019 to Mar 18, 2020
At a flat 5% a year$1,629a savings account's rate
Gain$2,833on $1,000 put in

How this period ranks#

Better than 82% of all 251 periods of 10 years since 1995.

Your dates
−90%0%160%
Worst: −17.7% a year, Feb 1999 to Feb 2009Best: 25.3% a year, Feb 2009 to Feb 2019
One scale for every length, so longer periods bunch up. Point at a bar.

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

Your $1,000$Your buySame plan in the S&P 500The highA low
Lowest value$655 · Mar 2020Highest value$4,164 · Jul 2026$
$0$1,000$2,000$3,000$3,833
20182020202220242026

How far HIG was below its previous high. The biggest fall: −57.6% from Nov 26, 2019 to Mar 18, 2020, back to the high by Mar 18, 2021.

−57.6% from its high
high−58%

Your one buy. $1,000 on October 27, 2016, worth $3,833 on October 27, 2026. Pick Monthly or Yearly to see a plan's buys.

3.8×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$20k$50k
200020052010201520202025

$1,000 invested in HIG, by year#

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

StartedWorth Oct 27, 2026MultipleA year (CAGR)
2017$3,4443.4×13.4%
2018$2,9222.9×12.9%
2019$3,6383.6×18.0%
2020$2,5362.5×14.6%
2021$3,1083.1×21.6%
2022$2,1102.1×16.8%
2023$1,9031.9×18.4%
2024$1,7211.7×21.2%
2025$1,2621.3×13.7%
2026$9870.99×—

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. HIG data begins December 15, 1995; 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 HIG chart and fundamentals on the HIG quote page or the S&P 500 return calculator.

FAQ#

How much would $1,000 invested in HIG be worth today?
$1,000 invested in HIG on October 27, 2016 would be worth $3,833 on October 27, 2026, with dividends reinvested — 14.4% a year compounded (CAGR).
How far back does the HIG calculator go?
HIG data begins December 15, 1995, with a close every session. Pick any start and end date in that span — 30 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.