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HZO
$52.36+0.67%
as of close, Oct 20, 2026
☾ AH $52.36 +0.67%
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HZO 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 20, 2026

Or drag the slider to set start and end dates

1998 to today, log scale
2008 crisisCovid
20002010Oct 2016Today
Options

Result#

$1,000Oct 20, 2016$2,493Oct 20, 20262.5× 

$1,000 invested in HZO on October 20, 2016 was worth $2,493 on October 20, 2026, with dividends reinvested.

That’s 9.6% a year compounded (CAGR) over 10 years: 2.5 times your money.

Over the same dates the same $1,000 would be worth $4,210 in the S&P 500 and $6,533 in the Nasdaq-100: HZO trailed both the S&P 500 and the Nasdaq-100.

Price only$2,493if dividends were spent
Biggest fall−73.4%May 10, 2021 to Apr 15, 2025
At a flat 5% a year$1,629a savings account's rate
Gain$1,493on $1,000 put in

How this period ranks#

Better than 76% of all 221 periods of 10 years since 1998.

Your dates
−90%0%380%
Worst: −19.2% a year, Feb 1999 to Feb 2009Best: 29.9% 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 HZO, October 20, 2016 to October 20, 2026#

Your $1,000$Your buySame plan in the S&P 500The highA low
Lowest value$375 · Mar 2020Highest value$3,166 · May 2021$
$0$1,000$2,000$3,000$4,000$2,493
20182020202220242026

How far HZO was below its previous high. The biggest fall: −73.4% from May 10, 2021 to Apr 15, 2025, not back to the high by the end date.

−73.4% from its high
high−73%

Your one buy. $1,000 on October 20, 2016, worth $2,493 on October 20, 2026. Pick Monthly or Yearly to see a plan's buys.

2.5×paid

What $1,000 would be worth on October 20, 2026, by start date#

Each point is the same amount invested that day and held to October 20, 2026, dividends reinvested. Above the line it made money.

Your start
$1,000$2,000$5,000$10k$20k
200020052010201520202025

$1,000 invested in HZO, by year#

Started on each year's first close and held to Oct 20, 2026, dividends reinvested.

StartedWorth Oct 20, 2026MultipleA year (CAGR)
2017$2,6992.7×10.7%
2018$2,6992.7×11.9%
2019$2,8242.8×14.2%
2020$3,1173.1×18.2%
2021$1,5071.5×7.3%
2022$8900.89×−2.4%
2023$1,6691.7×14.4%
2024$1,3491.3×11.3%
2025$1,8691.9×41.7%
2026$2,1742.2×—

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. HZO data begins June 3, 1998; values as of October 20, 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 HZO chart and fundamentals on the HZO quote page or the S&P 500 return calculator.

FAQ#

How much would $1,000 invested in HZO be worth today?
$1,000 invested in HZO on October 20, 2016 would be worth $2,493 on October 20, 2026, with dividends reinvested — 9.6% a year compounded (CAGR).
How far back does the HZO calculator go?
HZO data begins June 3, 1998, with a close every session. Pick any start and end date in that span — 28 years, 5 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.