SM 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
1992 to today, log scaleResult#
$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.
How this period ranks#
Better than 45% of all 287 periods of 10 years since 1992.
Growth of $1,000 in SM, October 17, 2016 to October 16, 2026#
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.
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 SM, 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 | $1,315 | 1.3× | 2.8% |
| 2018 | $1,930 | 1.9× | 7.8% |
| 2019 | $2,914 | 2.9× | 14.7% |
| 2020 | $3,958 | 4.0× | 22.5% |
| 2021 | $6,876 | 6.9× | 39.6% |
| 2022 | $1,380 | 1.4× | 7.0% |
| 2023 | $1,361 | 1.4× | 8.5% |
| 2024 | $1,098 | 1.1× | 3.4% |
| 2025 | $1,047 | 1.0× | 2.6% |
| 2026 | $2,109 | 2.1× | — |
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.
