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NTRS 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 27, 2026

Or drag the slider to set start and end dates

1990 to today, log scale
2008 crisisCovid
19952005Oct 2016Today
Options

Result#

$1,000Oct 27, 2016$3,082Oct 27, 20263.1× 

$1,000 invested in NTRS on October 27, 2016 was worth $3,082 on October 27, 2026, with dividends reinvested.

That’s 11.9% a year compounded (CAGR) over 10 years: 3.1 times your money.

Over the same dates the same $1,000 would be worth $4,228 in the S&P 500 and $6,559 in the Nasdaq-100: NTRS trailed both the S&P 500 and the Nasdaq-100.

Price only$2,353if dividends were spent
Biggest fall−50.0%Jan 14, 2022 to Oct 25, 2023
At a flat 5% a year$1,629a savings account's rate
Gain$2,082on $1,000 put in

How this period ranks#

Better than 70% of all 320 periods of 10 years since 1990.

Your dates
−50%0%110%
Worst: −5.6% a year, Sep 2000 to Sep 2010Best: 40.6% a year, Sep 1990 to Sep 2000
One scale for every length, so longer periods bunch up. Point at a bar.

Growth of $1,000 in NTRS, October 27, 2016 to October 27, 2026#

Your $1,000$Your buySame plan in the S&P 500A low
Lowest value$930 · Mar 2020$
$1,000$2,000$4,000$3,082
20182020202220242026

How far NTRS was below its previous high. The biggest fall: −50.0% from Jan 14, 2022 to Oct 25, 2023, back to the high by Jun 23, 2025.

−50.0% from its high
high−50%

Your one buy. $1,000 on October 27, 2016, worth $3,082 on October 27, 2026. Pick Monthly or Yearly to see a plan's buys.

3.1×paid

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.

Your start
$1,000$3,000$10k$30k
1995200020052010201520202025

$1,000 invested in NTRS, by year#

Started on each year's first close and held to Oct 27, 2026, dividends reinvested.

StartedWorth Oct 27, 2026MultipleA year (CAGR)
2017$2,4782.5×9.7%
2018$2,1942.2×9.3%
2019$2,5472.5×12.7%
2020$1,9361.9×10.2%
2021$2,1772.2×14.3%
2022$1,6271.6×10.6%
2023$2,1242.1×21.8%
2024$2,1652.2×31.5%
2025$1,7251.7×35.0%
2026$1,2411.2×—

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. NTRS data begins March 26, 1990; 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 NTRS chart and fundamentals on the NTRS quote page or the S&P 500 return calculator.

FAQ#

How much would $1,000 invested in NTRS be worth today?
$1,000 invested in NTRS on October 27, 2016 would be worth $3,082 on October 27, 2026, with dividends reinvested — 11.9% a year compounded (CAGR).
How far back does the NTRS calculator go?
NTRS data begins March 26, 1990, with a close every session. Pick any start and end date in that span — 36 years, 7 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.