JOE 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
1991 to today, log scaleResult#
$1,000 invested in JOE on October 20, 2016 was worth $4,028 on October 20, 2026, with dividends reinvested.
That’s 15.0% a year compounded (CAGR) over 10 years: 4.0 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: JOE trailed both the S&P 500 and the Nasdaq-100.
How this period ranks#
Better than 95% of all 301 periods of 10 years since 1991.
Growth of $1,000 in JOE, October 20, 2016 to October 20, 2026#
How far JOE was below its previous high. The biggest fall: −48.4% from Apr 1, 2022 to Sep 26, 2022, back to the high by Jul 27, 2023.
Your one buy. $1,000 on October 20, 2016, worth $4,028 on October 20, 2026. Pick Monthly or Yearly to see a plan's buys.
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.
$1,000 invested in JOE, by year#
Started on each year's first close and held to Oct 20, 2026, dividends reinvested.
| Started | Worth Oct 20, 2026 | Multiple | A year (CAGR) |
|---|---|---|---|
| 2017 | $3,827 | 3.8× | 14.7% |
| 2018 | $4,017 | 4.0× | 17.1% |
| 2019 | $5,569 | 5.6× | 24.6% |
| 2020 | $3,746 | 3.7× | 21.4% |
| 2021 | $1,748 | 1.7× | 10.1% |
| 2022 | $1,384 | 1.4× | 7.0% |
| 2023 | $1,827 | 1.8× | 17.2% |
| 2024 | $1,206 | 1.2× | 6.9% |
| 2025 | $1,574 | 1.6× | 28.7% |
| 2026 | $1,162 | 1.2× | — |
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. JOE data begins October 14, 1991; 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 JOE chart and fundamentals on the JOE quote page or the S&P 500 return calculator.
FAQ#
- How much would $1,000 invested in JOE be worth today?
- $1,000 invested in JOE on October 20, 2016 would be worth $4,028 on October 20, 2026, with dividends reinvested — 15.0% a year compounded (CAGR).
- How far back does the JOE calculator go?
- JOE data begins October 14, 1991, with a close every session. Pick any start and end date in that span — 35 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.
