PSO 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
1996 to today, log scaleResult#
$1,000 invested in PSO on October 17, 2016 was worth $2,623 on October 16, 2026, with dividends reinvested.
That’s 10.1% a year compounded (CAGR) over 10 years: 2.6 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: PSO trailed both the S&P 500 and the Nasdaq-100.
How this period ranks#
Better than 91% of all 240 periods of 10 years since 1996.
Growth of $1,000 in PSO, October 17, 2016 to October 16, 2026#
How far PSO was below its previous high. The biggest fall: −58.3% from Jan 11, 2019 to Mar 23, 2020, back to the high by May 14, 2021.
Your one buy. $1,000 on October 17, 2016, worth $2,623 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 PSO, 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 | $2,434 | 2.4× | 9.5% |
| 2018 | $2,307 | 2.3× | 10.0% |
| 2019 | $1,883 | 1.9× | 8.5% |
| 2020 | $2,578 | 2.6× | 15.0% |
| 2021 | $2,291 | 2.3× | 15.4% |
| 2022 | $2,437 | 2.4× | 20.5% |
| 2023 | $1,780 | 1.8× | 16.5% |
| 2024 | $1,600 | 1.6× | 18.4% |
| 2025 | $1,192 | 1.2× | 10.4% |
| 2026 | $1,365 | 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. PSO data begins November 18, 1996; 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 PSO chart and fundamentals on the PSO quote page or the S&P 500 return calculator.
FAQ#
- How much would $1,000 invested in PSO be worth today?
- $1,000 invested in PSO on October 17, 2016 would be worth $2,623 on October 16, 2026, with dividends reinvested — 10.1% a year compounded (CAGR).
- How far back does the PSO calculator go?
- PSO data begins November 18, 1996, with a close every session. Pick any start and end date in that span — 29 years, 11 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.
