SMG 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 SMG on October 17, 2016 was worth $856 on October 16, 2026, with dividends reinvested.
That’s −1.5% a year compounded (CAGR) over 10 years: 0.86 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: SMG trailed both the S&P 500 and the Nasdaq-100.
How this period ranks#
Better than 0.7% of all 298 periods of 10 years since 1992.
Growth of $1,000 in SMG, October 17, 2016 to October 16, 2026#
How far SMG was below its previous high. The biggest fall: −83.5% from Apr 5, 2021 to Oct 11, 2022, not back to the high by the end date.
Your one buy. $1,000 on October 17, 2016, worth $856 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 SMG, 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 | $773 | 0.77× | −2.6% |
| 2018 | $661 | 0.66× | −4.6% |
| 2019 | $1,118 | 1.1× | 1.4% |
| 2020 | $645 | 0.64× | −6.3% |
| 2021 | $334 | 0.33× | −17.3% |
| 2022 | $402 | 0.40× | −17.4% |
| 2023 | $1,280 | 1.3× | 6.7% |
| 2024 | $952 | 0.95× | −1.8% |
| 2025 | $896 | 0.90× | −5.9% |
| 2026 | $948 | 0.95× | — |
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. SMG data begins January 31, 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 SMG chart and fundamentals on the SMG quote page or the S&P 500 return calculator.
FAQ#
- How much would $1,000 invested in SMG be worth today?
- $1,000 invested in SMG on October 17, 2016 would be worth $856 on October 16, 2026, with dividends reinvested — −1.5% a year compounded (CAGR).
- How far back does the SMG calculator go?
- SMG data begins January 31, 1992, with a close every session. Pick any start and end date in that span — 34 years, 9 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.
