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NWSA 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, Nov 4, 2026

Or drag the slider to set start and end dates

2013 to today, log scale
Covid2022 bear market
20142022Nov 2016Today
Options

Result#

$1,000Nov 4, 2016$2,871Nov 4, 20262.9× 

$1,000 invested in NWSA on November 4, 2016 was worth $2,871 on November 4, 2026, with dividends reinvested.

That’s 11.1% a year compounded (CAGR) over 10 years: 2.9 times your money.

Over the same dates the same $1,000 would be worth $4,305 in the S&P 500 and $6,525 in the Nasdaq-100: NWSA trailed both the S&P 500 and the Nasdaq-100.

Price only$2,564if dividends were spent
Biggest fall−50.6%Jan 19, 2018 to Apr 3, 2020
At a flat 5% a year$1,629a savings account's rate
Gain$1,871on $1,000 put in

How this period ranks#

The best of all 42 periods of 10 years since 2013.

Your dates
−40%0%170%
Worst: 2.8% a year, Oct 2013 to Oct 2023Best: 11.4% a year, Nov 2016 to Nov 2026
One scale for every length, so longer periods bunch up. Point at a bar.

Growth of $1,000 in NWSA, November 4, 2016 to November 4, 2026#

Your $1,000$Your buySame plan in the S&P 500A low
Lowest value$726 · Apr 2020$
$0$1,000$2,000$4,000$2,871
20182020202220242026

How far NWSA was below its previous high. The biggest fall: −50.6% from Jan 19, 2018 to Apr 3, 2020, back to the high by Nov 11, 2020.

−50.6% from its high
high−51%

Your one buy. $1,000 on November 4, 2016, worth $2,871 on November 4, 2026. Pick Monthly or Yearly to see a plan's buys.

2.9×paid

What $1,000 would be worth on November 4, 2026, by start date#

Each point is the same amount invested that day and held to November 4, 2026, dividends reinvested. Above the line it made money.

Your start
$1,000$1,500$2,000$2,500$3,000$3,500$4,000
2014201620182020202220242026

$1,000 invested in NWSA, by year#

Started on each year's first close and held to Nov 4, 2026, dividends reinvested.

StartedWorth Nov 4, 2026MultipleA year (CAGR)
2017$2,9202.9×11.5%
2018$2,0462.0×8.4%
2019$2,9102.9×14.6%
2020$2,2622.3×12.7%
2021$1,7691.8×10.3%
2022$1,3991.4×7.2%
2023$1,7231.7×15.2%
2024$1,2771.3×9.0%
2025$1,1271.1×6.7%
2026$1,1731.2×—

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. NWSA data begins June 19, 2013; values as of November 4, 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 NWSA chart and fundamentals on the NWSA quote page or the S&P 500 return calculator.

FAQ#

How much would $1,000 invested in NWSA be worth today?
$1,000 invested in NWSA on November 4, 2016 would be worth $2,871 on November 4, 2026, with dividends reinvested — 11.1% a year compounded (CAGR).
How far back does the NWSA calculator go?
NWSA data begins June 19, 2013, with a close every session. Pick any start and end date in that span — 13 years, 5 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.