ORC 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
2013 to today, log scaleResult#
$1,000 invested in ORC on October 20, 2016 was worth $519 on October 20, 2026, with dividends reinvested.
That’s −6.3% a year compounded (CAGR) over 10 years: 0.52 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: ORC trailed both the S&P 500 and the Nasdaq-100.
How this period ranks#
The worst of all 45 periods of 10 years since 2013.
Growth of $1,000 in ORC, October 20, 2016 to October 20, 2026#
How far ORC was below its previous high. The biggest fall: −75.8% from Feb 13, 2017 to Mar 18, 2020, not back to the high by the end date.
Your one buy. $1,000 on October 20, 2016, worth $519 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 ORC, 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 | $487 | 0.49× | −7.1% |
| 2018 | $491 | 0.49× | −7.8% |
| 2019 | $613 | 0.61× | −6.1% |
| 2020 | $576 | 0.58× | −7.8% |
| 2021 | $560 | 0.56× | −9.5% |
| 2022 | $531 | 0.53× | −12.4% |
| 2023 | $924 | 0.92× | −2.1% |
| 2024 | $982 | 0.98× | −0.7% |
| 2025 | $873 | 0.87× | −7.3% |
| 2026 | $766 | 0.77× | — |
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. ORC data begins February 14, 2013; 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 ORC chart and fundamentals on the ORC quote page or the S&P 500 return calculator.
FAQ#
- How much would $1,000 invested in ORC be worth today?
- $1,000 invested in ORC on October 20, 2016 would be worth $519 on October 20, 2026, with dividends reinvested — −6.3% a year compounded (CAGR).
- How far back does the ORC calculator go?
- ORC data begins February 14, 2013, with a close every session. Pick any start and end date in that span — 13 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.
