OPY 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
1986 to today, log scaleResult#
$1,000 invested in OPY on October 20, 2016 was worth $8,739 on October 20, 2026, with dividends reinvested.
That’s 24.2% a year compounded (CAGR) over 10 years: 8.7 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: OPY beat both the S&P 500 and the Nasdaq-100.
How this period ranks#
Better than 88% of all 363 periods of 10 years since 1986.
Growth of $1,000 in OPY, October 20, 2016 to October 20, 2026#
How far OPY was below its previous high. The biggest fall: −54.9% from Aug 23, 2018 to Mar 18, 2020, back to the high by Dec 17, 2020.
Your one buy. $1,000 on October 20, 2016, worth $8,739 on October 20, 2026. Pick Monthly or Yearly to see a plan's buys.
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.
$1,000 invested in OPY, by year#
Started on each year's first close and held to Oct 20, 2026, dividends reinvested.
| Started | Worth Oct 20, 2026 | Multiple | A year (CAGR) |
|---|---|---|---|
| 2017 | $6,947 | 6.9× | 21.9% |
| 2018 | $4,747 | 4.7× | 19.4% |
| 2019 | $4,919 | 4.9× | 22.7% |
| 2020 | $4,337 | 4.3× | 24.1% |
| 2021 | $3,577 | 3.6× | 24.6% |
| 2022 | $2,318 | 2.3× | 19.2% |
| 2023 | $2,443 | 2.4× | 26.5% |
| 2024 | $2,547 | 2.5× | 39.7% |
| 2025 | $1,601 | 1.6× | 30.0% |
| 2026 | $1,394 | 1.4× | — |
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. OPY data begins August 28, 1986; 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 OPY chart and fundamentals on the OPY quote page or the S&P 500 return calculator.
FAQ#
- How much would $1,000 invested in OPY be worth today?
- $1,000 invested in OPY on October 20, 2016 would be worth $8,739 on October 20, 2026, with dividends reinvested — 24.2% a year compounded (CAGR).
- How far back does the OPY calculator go?
- OPY data begins August 28, 1986, with a close every session. Pick any start and end date in that span — 40 years, 2 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.
