SPB 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
1983 to today, log scaleResult#
$1,000 invested in SPB on October 17, 2016 was worth $841 on October 16, 2026, with dividends reinvested.
That’s −1.7% a year compounded (CAGR) over 10 years: 0.84 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: SPB trailed both the S&P 500 and the Nasdaq-100.
How this period ranks#
Better than 38% of all 403 periods of 10 years since 1983.
Growth of $1,000 in SPB, October 17, 2016 to October 16, 2026#
How far SPB was below its previous high. The biggest fall: −80.3% from Apr 27, 2017 to Mar 18, 2020, not back to the high by the end date.
Your one buy. $1,000 on October 17, 2016, worth $841 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 SPB, 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 | $827 | 0.83× | −1.9% |
| 2018 | $772 | 0.77× | −2.9% |
| 2019 | $1,820 | 1.8× | 8.0% |
| 2020 | $1,240 | 1.2× | 3.2% |
| 2021 | $1,012 | 1.0× | 0.2% |
| 2022 | $776 | 0.78× | −5.2% |
| 2023 | $1,276 | 1.3× | 6.6% |
| 2024 | $985 | 0.99× | −0.5% |
| 2025 | $946 | 0.95× | −3.1% |
| 2026 | $1,316 | 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. SPB data begins April 6, 1983; 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 SPB chart and fundamentals on the SPB quote page or the S&P 500 return calculator.
FAQ#
- How much would $1,000 invested in SPB be worth today?
- $1,000 invested in SPB on October 17, 2016 would be worth $841 on October 16, 2026, with dividends reinvested — −1.7% a year compounded (CAGR).
- How far back does the SPB calculator go?
- SPB data begins April 6, 1983, with a close every session. Pick any start and end date in that span — 43 years, 6 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.
