MKTX 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
2004 to today, log scaleResult#
$1,000 invested in MKTX on November 14, 2016 was worth $1,104 on November 13, 2026, with dividends reinvested.
That’s 1.0% a year compounded (CAGR) over 10 years: 1.1 times your money.
Over the same dates the same $1,000 would be worth $4,078 in the S&P 500 and $6,356 in the Nasdaq-100: MKTX trailed both the S&P 500 and the Nasdaq-100.
How this period ranks#
Better than 3% of all 145 periods of 10 years since 2004.
Growth of $1,000 in MKTX, November 14, 2016 to November 13, 2026#
How far MKTX was below its previous high. The biggest fall: −80.3% from Dec 22, 2020 to Jun 25, 2026, not back to the high by the end date.
Your one buy. $1,000 on November 14, 2016, worth $1,104 on November 13, 2026. Pick Monthly or Yearly to see a plan's buys.
What $1,000 would be worth on November 13, 2026, by start date#
Each point is the same amount invested that day and held to November 13, 2026, dividends reinvested. Above the line it made money.
$1,000 invested in MKTX, by year#
Data provided bySource: Twelve DataStarted on each year's first close and held to Nov 13, 2026, dividends reinvested.
| Started | Worth Nov 13, 2026 | Multiple | A year (CAGR) |
|---|---|---|---|
| 2017 | $1,218 | 1.2× | 2.0% |
| 2018 | $892 | 0.89× | −1.3% |
| 2019 | $861 | 0.86× | −1.9% |
| 2020 | $470 | 0.47× | −10.4% |
| 2021 | $316 | 0.32× | −17.9% |
| 2022 | $446 | 0.45× | −15.3% |
| 2023 | $615 | 0.61× | −11.8% |
| 2024 | $605 | 0.61× | −16.1% |
| 2025 | $760 | 0.76× | −13.7% |
| 2026 | $944 | 0.94× | — |
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. MKTX data begins November 5, 2004; values as of November 13, 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 MKTX chart and fundamentals on the MKTX quote page or the S&P 500 return calculator.
FAQ#
- How much would $1,000 invested in MKTX be worth today?
- $1,000 invested in MKTX on November 14, 2016 would be worth $1,104 on November 13, 2026, with dividends reinvested — 1.0% a year compounded (CAGR).
- How far back does the MKTX calculator go?
- MKTX data begins November 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.
