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MBX return calculator

Your investment#

How much
$
All at once, on the start date
Pick start & end dates2 years, 1 month
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

2024 to today, log scale
Sep 2024Today
Options

Result#

$1,000Sep 13, 2024$2,262Oct 20, 20262.3× 

$1,000 invested in MBX on September 13, 2024 was worth $2,262 on October 20, 2026, with dividends reinvested.

That’s 47.5% a year compounded (CAGR) over 2 years, 1 month: 2.3 times your money.

Over the same dates the same $1,000 would be worth $1,404 in the S&P 500 and $1,527 in the Nasdaq-100: MBX beat both the S&P 500 and the Nasdaq-100.

Price only$2,262if dividends were spent
Biggest fall−77.7%Sep 30, 2024 to Apr 8, 2025
At a flat 5% a year$1,108a savings account's rate
Gain$1,262on $1,000 put in

How this period ranks#

These dates cover the whole record, so there is no other period this long to compare.

Worst: —Best: —
Point at a bar to see which periods are in it. Month end to month end.

Growth of $1,000 in MBX, September 13, 2024 to October 20, 2026#

Your $1,000$Your buySame plan in the S&P 500The highA lowLog scale: equal steps are equal percentage moves
Lowest value$245 · Apr 2025Highest value$2,989 · Aug 2026$
$500$1,000$2,262
Oct2025AprJulOct2026AprJulOct

How far MBX was below its previous high. The biggest fall: −77.7% from Sep 30, 2024 to Apr 8, 2025, back to the high by Nov 18, 2025.

−77.7% from its high
high−78%

Your one buy. $1,000 on September 13, 2024, worth $2,262 on October 20, 2026. Pick Monthly or Yearly to see a plan's buys.

2.3×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
$1,000$2,000$5,000
Oct2025AprJulOct2026AprJulOct

$1,000 invested in MBX, by year#

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

StartedWorth Oct 20, 2026MultipleA year (CAGR)
2024$2,2622.3×47.5%
2025$2,9322.9×82.0%
2026$1,7511.8×—

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. MBX data begins September 13, 2024; 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 MBX chart and fundamentals on the MBX quote page or the S&P 500 return calculator.

FAQ#

How much would $1,000 invested in MBX be worth today?
$1,000 invested in MBX on September 13, 2024 would be worth $2,262 on October 20, 2026, with dividends reinvested — 47.5% a year compounded (CAGR).
How far back does the MBX calculator go?
MBX data begins September 13, 2024, with a close every session. Pick any start and end date in that span — 2 years, 1 month 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.