ChartRow logo
PeersMRNALLYMDTUNHJNJTMO
Share this page

INVA 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

2004 to today, log scale
2008 crisisCovid
2005Oct 2016Today
Options

Result#

$1,000Oct 20, 2016$2,088Oct 20, 20262.1× 

$1,000 invested in INVA on October 20, 2016 was worth $2,088 on October 20, 2026, with dividends reinvested.

That’s 7.6% a year compounded (CAGR) over 10 years: 2.1 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: INVA trailed both the S&P 500 and the Nasdaq-100.

Price only$2,088if dividends were spent
Biggest fall−59.6%Jan 29, 2019 to Mar 18, 2020
At a flat 5% a year$1,629a savings account's rate
Gain$1,088on $1,000 put in

How this period ranks#

Better than 96% of all 145 periods of 10 years since 2004.

Your dates
−70%0%100%
Worst: −8.5% a year, Jan 2007 to Jan 2017Best: 13.8% a year, Nov 2008 to Nov 2018
One scale for every length, so longer periods bunch up. Point at a bar.

Growth of $1,000 in INVA, October 20, 2016 to October 20, 2026#

Your $1,000$Your buySame plan in the S&P 500The highA low
Lowest value$796 · Mar 2020Highest value$2,379 · Feb 2026$
$0$1,000$3,000$4,000$2,088
20182020202220242026

How far INVA was below its previous high. The biggest fall: −59.6% from Jan 29, 2019 to Mar 18, 2020, back to the high by Feb 16, 2022.

−59.6% from its high
high−60%

Your one buy. $1,000 on October 20, 2016, worth $2,088 on October 20, 2026. Pick Monthly or Yearly to see a plan's buys.

2.1×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
$0$1,000$2,000$3,000$4,000$5,000
20052010201520202025

$1,000 invested in INVA, by year#

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

StartedWorth Oct 20, 2026MultipleA year (CAGR)
2017$1,9101.9×6.8%
2018$1,4751.5×4.5%
2019$1,2301.2×2.7%
2020$1,5281.5×6.4%
2021$1,7051.7×9.7%
2022$1,2191.2×4.2%
2023$1,6041.6×13.3%
2024$1,3001.3×9.8%
2025$1,2231.2×11.9%
2026$1,0711.1×—

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. INVA data begins October 5, 2004; 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 INVA chart and fundamentals on the INVA quote page or the S&P 500 return calculator.

FAQ#

How much would $1,000 invested in INVA be worth today?
$1,000 invested in INVA on October 20, 2016 would be worth $2,088 on October 20, 2026, with dividends reinvested — 7.6% a year compounded (CAGR).
How far back does the INVA calculator go?
INVA data begins October 5, 2004, with a close every session. Pick any start and end date in that span — 22 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.