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PDFS 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 20, 2026

Or drag the slider to set start and end dates

2001 to today, log scale
2008 crisisCovid
2005Oct 2016Today
Options

Result#

$1,000Oct 20, 2016$2,189Oct 20, 20262.2× 

$1,000 invested in PDFS on October 20, 2016 was worth $2,189 on October 20, 2026, with dividends reinvested.

That’s 8.2% a year compounded (CAGR) over 10 years: 2.2 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: PDFS trailed both the S&P 500 and the Nasdaq-100.

Price only$2,189if dividends were spent
Biggest fall−68.0%Dec 19, 2016 to Oct 24, 2018
At a flat 5% a year$1,629a savings account's rate
Gain$1,189on $1,000 put in

How this period ranks#

Better than 58% of all 184 periods of 10 years since 2001.

Your dates
−80%0%180%
Worst: −11.0% a year, Oct 2001 to Oct 2011Best: 27.2% a year, Feb 2009 to Feb 2019
One scale for every length, so longer periods bunch up. Point at a bar.

Growth of $1,000 in PDFS, October 20, 2016 to October 20, 2026#

Your $1,000$Your buySame plan in the S&P 500The highA low
Lowest value$411 · Oct 2018Highest value$3,763 · Jun 2026$
$0$1,000$3,000$4,000$2,189
20182020202220242026

How far PDFS was below its previous high. The biggest fall: −68.0% from Dec 19, 2016 to Oct 24, 2018, back to the high by Jul 30, 2020.

−68.0% from its high
high−68%

Your one buy. $1,000 on October 20, 2016, worth $2,189 on October 20, 2026. Pick Monthly or Yearly to see a plan's buys.

2.2×paid

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.

Your start
$1,000$2,000$5,000$10k$20k
20052010201520202025

$1,000 invested in PDFS, by year#

Started on each year's first close and held to Oct 20, 2026, dividends reinvested.

StartedWorth Oct 20, 2026MultipleA year (CAGR)
2017$1,8321.8×6.4%
2018$2,5112.5×11.0%
2019$4,7724.8×22.2%
2020$2,4182.4×13.9%
2021$1,9201.9×11.9%
2022$1,2821.3×5.3%
2023$1,4771.5×10.8%
2024$1,3291.3×10.7%
2025$1,5071.5×25.6%
2026$1,3941.4×—

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. PDFS data begins July 31, 2001; 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 PDFS chart and fundamentals on the PDFS quote page or the S&P 500 return calculator.

FAQ#

How much would $1,000 invested in PDFS be worth today?
$1,000 invested in PDFS on October 20, 2016 would be worth $2,189 on October 20, 2026, with dividends reinvested — 8.2% a year compounded (CAGR).
How far back does the PDFS calculator go?
PDFS data begins July 31, 2001, with a close every session. Pick any start and end date in that span — 25 years, 3 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.