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SM
$39.50+5.28%
as of close, Oct 16, 2026
☾ AH $39.50 +5.28%
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SM return calculator

Your investment#

How much
$
All at once, on the start date
Pick start & end dates10 years
Key datesStart at a well-known dateRecentMarket topsMarket bottomsEvents
Bought at that day's close
Key datesEnd at a well-known dateMarket topsMarket bottomsEvents
Latest close, Oct 16, 2026

Or drag the slider to set start and end dates

1992 to today, log scale
2008 crisisCovid
19952005Oct 2016Today
Options

Result#

$1,000Oct 17, 2016$1,166Oct 16, 20261.2× 

$1,000 invested in SM on October 17, 2016 was worth $1,166 on October 16, 2026, with dividends reinvested.

That’s 1.6% 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: SM trailed both the S&P 500 and the Nasdaq-100.

Price only$1,020if dividends were spent
Biggest fall−97.4%Oct 19, 2016 to Apr 1, 2020
At a flat 5% a year$1,629a savings account's rate
Gain$166on $1,000 put in

How this period ranks#

Better than 45% of all 287 periods of 10 years since 1992.

Your dates
−80%590%
Worst: −28.2% a year, Mar 2010 to Mar 2020Best: 29.4% a year, Jan 1996 to Jan 2006
One scale for every length, so longer periods bunch up. Point at a bar.

Growth of $1,000 in SM, October 17, 2016 to October 16, 2026#

Your $1,000$Your buySame plan in the S&P 500The highA lowLog scale: equal steps are equal percentage moves
Lowest value$27 · Apr 2020Highest value$1,452 · Jun 2022$
$30$100$300$3,000$1,166
20182020202220242026

How far SM was below its previous high. The biggest fall: −97.4% from Oct 19, 2016 to Apr 1, 2020, back to the high by Mar 4, 2022.

−97.4% from its high
high−97%

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.

1.2×paid

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.

Your start
$500$1,000$2,000$5,000$10k$20k
1995200020052010201520202025

$1,000 invested in SM, by year#

Started on each year's first close and held to Oct 16, 2026, dividends reinvested.

StartedWorth Oct 16, 2026MultipleA year (CAGR)
2017$1,3151.3×2.8%
2018$1,9301.9×7.8%
2019$2,9142.9×14.7%
2020$3,9584.0×22.5%
2021$6,8766.9×39.6%
2022$1,3801.4×7.0%
2023$1,3611.4×8.5%
2024$1,0981.1×3.4%
2025$1,0471.0×2.6%
2026$2,1092.1×—

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. SM data begins December 16, 1992; 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 SM chart and fundamentals on the SM quote page or the S&P 500 return calculator.

FAQ#

How much would $1,000 invested in SM be worth today?
$1,000 invested in SM on October 17, 2016 would be worth $1,166 on October 16, 2026, with dividends reinvested — 1.6% a year compounded (CAGR).
How far back does the SM calculator go?
SM data begins December 16, 1992, with a close every session. Pick any start and end date in that span — 33 years, 10 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.