ChartRow logo
Share this page
IDA
$138.30+1.07%
as of close, Oct 16, 2026
☾ AH $138.30 +1.07%
PeersCEGVSTNEESOPCGDUK

IDA 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 16, 2026

Or drag the slider to set start and end dates

1986 to today, log scale
2008 crisisCovid
199020002010Oct 2016 – Today
Options

Result#

$1,000Oct 17, 2016$2,441Oct 16, 20262.4× 

$1,000 invested in IDA on October 17, 2016 was worth $2,441 on October 16, 2026, with dividends reinvested.

That’s 9.3% a year compounded (CAGR) over 10 years: 2.4 times your money.

Over the same dates the same $1,000 would be worth $4,208 in the S&P 500 and $6,511 in the Nasdaq-100: IDA trailed both the S&P 500 and the Nasdaq-100.

Price only$1,839if dividends were spent
Biggest fall−34.3%Feb 18 to Mar 23, 2020
At a flat 5% a year$1,629a savings account's rate
Gain$1,441on $1,000 put in

How this period ranks#

Better than 56% of all 361 periods of 10 years since 1986.

Your dates
−30%0%60%
Worst: 0.9% a year, May 1999 to May 2009Best: 19.3% a year, May 2009 to May 2019
One scale for every length, so longer periods bunch up. Point at a bar.

Growth of $1,000 in IDA, October 17, 2016 to October 16, 2026#

Your $1,000$Your buySame plan in the S&P 500The highA low
Highest value$2,711 · Jul 2026$
$1,000$2,000$3,000$4,000$2,441
20182020202220242026

How far IDA was below its previous high. The biggest fall: −34.3% from Feb 18, 2020 to Mar 23, 2020, back to the high by Aug 17, 2021.

−34.3% from its high
high−34%

Your one buy. $1,000 on October 17, 2016, worth $2,441 on October 16, 2026. Pick Monthly or Yearly to see a plan's buys.

2.4×paid

What $1,000 would be worth on October 16, 2026, by start date#

Each point is the same amount invested that day and held to October 16, 2026, dividends reinvested. Above the line it made money.

Your start
$1,000$2,000$5,000$10k$20k
19901995200020052010201520202025

$1,000 invested in IDA, by year#

Started on each year's first close and held to Oct 16, 2026, dividends reinvested.

StartedWorth Oct 16, 2026MultipleA year (CAGR)
2017$2,2762.3×8.8%
2018$1,9762.0×8.1%
2019$1,9211.9×8.7%
2020$1,5971.6×7.1%
2021$1,7851.8×10.5%
2022$1,4231.4×7.6%
2023$1,4291.4×9.9%
2024$1,5121.5×16.0%
2025$1,3371.3×17.7%
2026$1,1071.1×—

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. IDA data begins October 17, 1986; values as of October 16, 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 IDA chart and fundamentals on the IDA quote page or the S&P 500 return calculator.

FAQ#

How much would $1,000 invested in IDA be worth today?
$1,000 invested in IDA on October 17, 2016 would be worth $2,441 on October 16, 2026, with dividends reinvested — 9.3% a year compounded (CAGR).
How far back does the IDA calculator go?
IDA data begins October 17, 1986, with a close every session. Pick any start and end date in that span — 40 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.