RF 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
1990 to today, log scaleResult#
$1,000 invested in RF on October 27, 2016 was worth $3,791 on October 27, 2026, with dividends reinvested.
That’s 14.3% a year compounded (CAGR) over 10 years: 3.8 times your money.
Over the same dates the same $1,000 would be worth $4,228 in the S&P 500 and $6,559 in the Nasdaq-100: RF trailed both the S&P 500 and the Nasdaq-100.
How this period ranks#
Better than 85% of all 320 periods of 10 years since 1990.
Growth of $1,000 in RF, October 27, 2016 to October 27, 2026#
How far RF was below its previous high. The biggest fall: −60.7% from Mar 9, 2018 to Mar 18, 2020, back to the high by Jan 12, 2021.
Your one buy. $1,000 on October 27, 2016, worth $3,791 on October 27, 2026. Pick Monthly or Yearly to see a plan's buys.
What $1,000 would be worth on October 27, 2026, by start date#
Each point is the same amount invested that day and held to October 27, 2026, dividends reinvested. Above the line it made money.
$1,000 invested in RF, by year#
Started on each year's first close and held to Oct 27, 2026, dividends reinvested.
| Started | Worth Oct 27, 2026 | Multiple | A year (CAGR) |
|---|---|---|---|
| 2017 | $2,835 | 2.8× | 11.2% |
| 2018 | $2,305 | 2.3× | 9.9% |
| 2019 | $2,856 | 2.9× | 14.4% |
| 2020 | $2,197 | 2.2× | 12.2% |
| 2021 | $2,248 | 2.2× | 15.0% |
| 2022 | $1,534 | 1.5× | 9.3% |
| 2023 | $1,566 | 1.6× | 12.5% |
| 2024 | $1,643 | 1.6× | 19.3% |
| 2025 | $1,316 | 1.3× | 16.3% |
| 2026 | $1,065 | 1.1× | — |
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. RF data begins March 26, 1990; values as of October 27, 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 RF chart and fundamentals on the RF quote page or the S&P 500 return calculator.
FAQ#
- How much would $1,000 invested in RF be worth today?
- $1,000 invested in RF on October 27, 2016 would be worth $3,791 on October 27, 2026, with dividends reinvested — 14.3% a year compounded (CAGR).
- How far back does the RF calculator go?
- RF data begins March 26, 1990, with a close every session. Pick any start and end date in that span — 36 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.
