IFS 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
2019 to today, log scaleResult#
$1,000 invested in IFS on July 1, 2019 was worth $1,920 on October 23, 2026, with dividends reinvested.
That’s 9.3% a year compounded (CAGR) over 7 years, 4 months: 1.9 times your money.
Over the same dates the same $1,000 would be worth $2,854 in the S&P 500 and $3,892 in the Nasdaq-100: IFS trailed 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 IFS, July 1, 2019 to October 23, 2026#
How far IFS was below its previous high. The biggest fall: −57.6% from Jul 19, 2019 to Aug 9, 2021, back to the high by May 2, 2025.
Your one buy. $1,000 on July 1, 2019, worth $1,920 on October 23, 2026. Pick Monthly or Yearly to see a plan's buys.
What $1,000 would be worth on October 23, 2026, by start date#
Each point is the same amount invested that day and held to October 23, 2026, dividends reinvested. Above the line it made money.
$1,000 invested in IFS, by year#
Started on each year's first close and held to Oct 23, 2026, dividends reinvested.
| Started | Worth Oct 23, 2026 | Multiple | A year (CAGR) |
|---|---|---|---|
| 2019 | $1,920 | 1.9× | 9.3% |
| 2020 | $1,743 | 1.7× | 8.5% |
| 2021 | $2,163 | 2.2× | 14.2% |
| 2022 | $2,455 | 2.5× | 20.6% |
| 2023 | $2,619 | 2.6× | 28.8% |
| 2024 | $2,664 | 2.7× | 41.8% |
| 2025 | $1,906 | 1.9× | 43.0% |
| 2026 | $1,277 | 1.3× | — |
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. IFS data begins July 1, 2019; values as of October 23, 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 IFS chart and fundamentals on the IFS quote page or the S&P 500 return calculator.
FAQ#
- How much would $1,000 invested in IFS be worth today?
- $1,000 invested in IFS on July 1, 2019 would be worth $1,920 on October 23, 2026, with dividends reinvested — 9.3% a year compounded (CAGR).
- How far back does the IFS calculator go?
- IFS data begins July 1, 2019, with a close every session. Pick any start and end date in that span — 7 years, 4 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.
