IR 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
2017 to today, log scaleResult#
$1,000 invested in IR on May 12, 2017 was worth $3,601 on October 27, 2026, with dividends reinvested.
That’s 14.5% a year compounded (CAGR) over 9 years, 6 months: 3.6 times your money.
Over the same dates the same $1,000 would be worth $3,733 in the S&P 500 and $5,549 in the Nasdaq-100: IR 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 IR, May 12, 2017 to October 27, 2026#
How far IR was below its previous high. The biggest fall: −50.3% from Feb 20, 2020 to Mar 18, 2020, back to the high by Nov 3, 2020.
Your one buy. $1,000 on May 12, 2017, worth $3,601 on October 27, 2026. Pick Monthly or Yearly to see a plan's buys.
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.
$1,000 invested in IR, by year#
Started on each year's first close and held to Oct 27, 2026, dividends reinvested.
| Started | Worth Oct 27, 2026 | Multiple | A year (CAGR) |
|---|---|---|---|
| 2017 | $3,601 | 3.6× | 14.5% |
| 2018 | $2,254 | 2.3× | 9.7% |
| 2019 | $3,618 | 3.6× | 17.9% |
| 2020 | $2,060 | 2.1× | 11.2% |
| 2021 | $1,715 | 1.7× | 9.7% |
| 2022 | $1,274 | 1.3× | 5.2% |
| 2023 | $1,431 | 1.4× | 9.8% |
| 2024 | $987 | 0.99× | −0.5% |
| 2025 | $836 | 0.84× | −9.4% |
| 2026 | $948 | 0.95× | — |
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. IR data begins May 12, 2017; 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 IR chart and fundamentals on the IR quote page or the S&P 500 return calculator.
FAQ#
- How much would $1,000 invested in IR be worth today?
- $1,000 invested in IR on May 12, 2017 would be worth $3,601 on October 27, 2026, with dividends reinvested — 14.5% a year compounded (CAGR).
- How far back does the IR calculator go?
- IR data begins May 12, 2017, with a close every session. Pick any start and end date in that span — 9 years, 6 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.
