SBS 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
2002 to today, log scaleResult#
$1,000 invested in SBS on October 24, 2016 was worth $3,889 on October 22, 2026, with dividends reinvested.
That’s 14.6% a year compounded (CAGR) over 10 years: 3.9 times your money.
Over the same dates the same $1,000 would be worth $4,163 in the S&P 500 and $6,314 in the Nasdaq-100: SBS trailed both the S&P 500 and the Nasdaq-100.
How this period ranks#
Better than 72% of all 174 periods of 10 years since 2002.
Growth of $1,000 in SBS, October 24, 2016 to October 22, 2026#
How far SBS was below its previous high. The biggest fall: −61.9% from Jan 28, 2020 to Mar 23, 2020, back to the high by Dec 13, 2023.
Your one buy. $1,000 on October 24, 2016, worth $3,889 on October 22, 2026. Pick Monthly or Yearly to see a plan's buys.
What $1,000 would be worth on October 22, 2026, by start date#
Each point is the same amount invested that day and held to October 22, 2026, dividends reinvested. Above the line it made money.
$1,000 invested in SBS, by year#
Started on each year's first close and held to Oct 22, 2026, dividends reinvested.
| Started | Worth Oct 22, 2026 | Multiple | A year (CAGR) |
|---|---|---|---|
| 2017 | $4,489 | 4.5× | 16.6% |
| 2018 | $3,624 | 3.6× | 15.8% |
| 2019 | $4,125 | 4.1× | 19.9% |
| 2020 | $2,428 | 2.4× | 13.9% |
| 2021 | $4,337 | 4.3× | 28.8% |
| 2022 | $4,924 | 4.9× | 39.4% |
| 2023 | $3,524 | 3.5× | 39.3% |
| 2024 | $2,221 | 2.2× | 32.9% |
| 2025 | $2,263 | 2.3× | 57.4% |
| 2026 | $1,294 | 1.3× | — |
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. SBS data begins May 10, 2002; values as of October 22, 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 SBS chart and fundamentals on the SBS quote page or the S&P 500 return calculator.
FAQ#
- How much would $1,000 invested in SBS be worth today?
- $1,000 invested in SBS on October 24, 2016 would be worth $3,889 on October 22, 2026, with dividends reinvested — 14.6% a year compounded (CAGR).
- How far back does the SBS calculator go?
- SBS data begins May 10, 2002, with a close every session. Pick any start and end date in that span — 24 years, 5 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.
