SAM 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
1995 to today, log scaleResult#
$1,000 invested in SAM on October 17, 2016 was worth $1,166 on October 16, 2026, with dividends reinvested.
That’s 1.5% a year compounded (CAGR) over 10 years: 1.2 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: SAM trailed both the S&P 500 and the Nasdaq-100.
How this period ranks#
Better than 9% of all 252 periods of 10 years since 1995.
Growth of $1,000 in SAM, October 17, 2016 to October 16, 2026#
How far SAM was below its previous high. The biggest fall: −87.7% from Apr 20, 2021 to Jun 4, 2026, not back to the high by the end date.
Your one buy. $1,000 on October 17, 2016, worth $1,166 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 SAM, 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 | $1,061 | 1.1× | 0.6% |
| 2018 | $952 | 0.95× | −0.6% |
| 2019 | $769 | 0.77× | −3.3% |
| 2020 | $487 | 0.49× | −10.1% |
| 2021 | $190 | 0.19× | −25.0% |
| 2022 | $348 | 0.35× | −19.8% |
| 2023 | $560 | 0.56× | −14.2% |
| 2024 | $533 | 0.53× | −20.2% |
| 2025 | $600 | 0.60× | −24.9% |
| 2026 | $905 | 0.90× | — |
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. SAM data begins November 21, 1995; 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 SAM chart and fundamentals on the SAM quote page or the S&P 500 return calculator.
FAQ#
- How much would $1,000 invested in SAM be worth today?
- $1,000 invested in SAM on October 17, 2016 would be worth $1,166 on October 16, 2026, with dividends reinvested — 1.5% a year compounded (CAGR).
- How far back does the SAM calculator go?
- SAM data begins November 21, 1995, with a close every session. Pick any start and end date in that span — 30 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.
