PSMT 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
1997 to today, log scaleResult#
$1,000 invested in PSMT on October 17, 2016 was worth $2,231 on October 16, 2026, with dividends reinvested.
That’s 8.4% a year compounded (CAGR) over 10 years: 2.2 times your money.
Over the same dates the same $1,000 would be worth $4,208 in the S&P 500 and $6,511 in the Nasdaq-100: PSMT trailed both the S&P 500 and the Nasdaq-100.
How this period ranks#
Better than 52% of all 231 periods of 10 years since 1997.
Growth of $1,000 in PSMT, October 17, 2016 to October 16, 2026#
How far PSMT was below its previous high. The biggest fall: −53.2% from Jun 25, 2018 to Mar 16, 2020, back to the high by Dec 15, 2020.
Your one buy. $1,000 on October 17, 2016, worth $2,231 on October 16, 2026. Pick Monthly or Yearly to see a plan's buys.
What $1,000 would be worth on October 16, 2026, by start date#
Each point is the same amount invested that day and held to October 16, 2026, dividends reinvested. Above the line it made money.
$1,000 invested in PSMT, by year#
Started on each year's first close and held to Oct 16, 2026, dividends reinvested.
| Started | Worth Oct 16, 2026 | Multiple | A year (CAGR) |
|---|---|---|---|
| 2017 | $2,285 | 2.3× | 8.8% |
| 2018 | $2,157 | 2.2× | 9.1% |
| 2019 | $3,196 | 3.2× | 16.1% |
| 2020 | $2,678 | 2.7× | 15.6% |
| 2021 | $1,996 | 2.0× | 12.7% |
| 2022 | $2,474 | 2.5× | 20.9% |
| 2023 | $2,931 | 2.9× | 32.9% |
| 2024 | $2,365 | 2.4× | 36.2% |
| 2025 | $1,866 | 1.9× | 41.8% |
| 2026 | $1,388 | 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. PSMT data begins August 19, 1997; values as of October 16, 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 PSMT chart and fundamentals on the PSMT quote page or the S&P 500 return calculator.
FAQ#
- How much would $1,000 invested in PSMT be worth today?
- $1,000 invested in PSMT on October 17, 2016 would be worth $2,231 on October 16, 2026, with dividends reinvested — 8.4% a year compounded (CAGR).
- How far back does the PSMT calculator go?
- PSMT data begins August 19, 1997, with a close every session. Pick any start and end date in that span — 29 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.
