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MCHB 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

2012 to today, log scale
Covid2022 bear market
20142022Oct 2016Today
Options

Result#

$1,000Oct 20, 2016$758Oct 20, 20260.76× 

$1,000 invested in MCHB on October 20, 2016 was worth $758 on October 20, 2026, with dividends reinvested.

That’s −2.7% a year compounded (CAGR) over 10 years: 0.76 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: MCHB trailed both the S&P 500 and the Nasdaq-100.

Price only$595if dividends were spent
Biggest fall−91.5%Jan 10, 2022 to Oct 27, 2023
At a flat 5% a year$1,629a savings account's rate
Loss$242on $1,000 put in

How this period ranks#

Better than 44% of all 57 periods of 10 years since 2012.

Your dates
−90%0%100%
Worst: −12.6% a year, May 2013 to May 2023Best: 15.3% a year, Feb 2012 to Feb 2022
One scale for every length, so longer periods bunch up. Point at a bar.

Growth of $1,000 in MCHB, October 20, 2016 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$208 · Oct 2023Highest value$2,443 · Jan 2022$
$200$500$2,000$758
20182020202220242026

How far MCHB was below its previous high. The biggest fall: −91.5% from Jan 10, 2022 to Oct 27, 2023, not back to the high by the end date.

−91.5% from its high
high−91%

Your one buy. $1,000 on October 20, 2016, worth $758 on October 20, 2026. Pick Monthly or Yearly to see a plan's buys.

paid0.76×

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
2014201620182020202220242026

$1,000 invested in MCHB, by year#

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

StartedWorth Oct 20, 2026MultipleA year (CAGR)
2017$5850.59×−5.3%
2018$6420.64×−4.9%
2019$8660.87×−1.8%
2020$5510.55×−8.4%
2021$5400.54×−10.1%
2022$3400.34×−20.2%
2023$6120.61×−12.2%
2024$1,5831.6×17.8%
2025$1,4521.5×23.1%
2026$1,0821.1×—

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. MCHB data begins February 10, 2012; 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 MCHB chart and fundamentals on the MCHB quote page or the S&P 500 return calculator.

FAQ#

How much would $1,000 invested in MCHB be worth today?
$1,000 invested in MCHB on October 20, 2016 would be worth $758 on October 20, 2026, with dividends reinvested — −2.7% a year compounded (CAGR).
How far back does the MCHB calculator go?
MCHB data begins February 10, 2012, with a close every session. Pick any start and end date in that span — 14 years, 8 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.