RDVT 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
2018 to today, log scaleResult#
$1,000 invested in RDVT on March 27, 2018 was worth $12,401 on October 20, 2026, with dividends reinvested.
That’s 34.2% a year compounded (CAGR) over 8 years, 7 months: 12.4 times your money.
Over the same dates the same $1,000 would be worth $3,356 in the S&P 500 and $4,769 in the Nasdaq-100: RDVT beat both the S&P 500 and the Nasdaq-100.
How this period ranks#
These dates cover the whole record, so there is no other period this long to compare.
Growth of $1,000 in RDVT, March 27, 2018 to October 20, 2026#
How far RDVT was below its previous high. The biggest fall: −63.7% from Dec 27, 2021 to Nov 7, 2022, back to the high by Feb 13, 2025.
Your one buy. $1,000 on March 27, 2018, worth $12,401 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 RDVT, 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) |
|---|---|---|---|
| 2018 | $12,401 | 12.4× | 34.2% |
| 2019 | $11,324 | 11.3× | 36.5% |
| 2020 | $4,154 | 4.2× | 23.3% |
| 2021 | $3,051 | 3.1× | 21.2% |
| 2022 | $1,996 | 2.0× | 15.5% |
| 2023 | $3,384 | 3.4× | 37.9% |
| 2024 | $3,965 | 4.0× | 63.6% |
| 2025 | $2,196 | 2.2× | 55.0% |
| 2026 | $1,484 | 1.5× | — |
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. RDVT data begins March 27, 2018; 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 RDVT chart and fundamentals on the RDVT quote page or the S&P 500 return calculator.
FAQ#
- How much would $1,000 invested in RDVT be worth today?
- $1,000 invested in RDVT on March 27, 2018 would be worth $12,401 on October 20, 2026, with dividends reinvested — 34.2% a year compounded (CAGR).
- How far back does the RDVT calculator go?
- RDVT data begins March 27, 2018, with a close every session. Pick any start and end date in that span — 8 years, 7 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.
