SPHR 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
2020 to today, log scaleResult#
$1,000 invested in SPHR on April 9, 2020 was worth $2,532 on October 16, 2026, with dividends reinvested.
That’s 15.3% a year compounded (CAGR) over 6 years, 6 months: 2.5 times your money.
Over the same dates the same $1,000 would be worth $3,000 in the S&P 500 and $3,672 in the Nasdaq-100: SPHR trailed both the S&P 500 and the Nasdaq-100.
How this period ranks#
These dates cover the whole record, so there is no other period this long to compare.
Growth of $1,000 in SPHR, April 9, 2020 to October 16, 2026#
How far SPHR was below its previous high. The biggest fall: −65.7% from Mar 8, 2021 to Dec 12, 2022, back to the high by Sep 8, 2025.
Your one buy. $1,000 on April 9, 2020, worth $2,532 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 SPHR, 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) |
|---|---|---|---|
| 2020 | $2,532 | 2.5× | 15.3% |
| 2021 | $2,236 | 2.2× | 14.9% |
| 2022 | $2,992 | 3.0× | 25.7% |
| 2023 | $5,121 | 5.1× | 54.0% |
| 2024 | $3,090 | 3.1× | 49.9% |
| 2025 | $2,494 | 2.5× | 66.9% |
| 2026 | $1,098 | 1.1× | — |
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. SPHR data begins April 9, 2020; 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 SPHR chart and fundamentals on the SPHR quote page or the S&P 500 return calculator.
FAQ#
- How much would $1,000 invested in SPHR be worth today?
- $1,000 invested in SPHR on April 9, 2020 would be worth $2,532 on October 16, 2026, with dividends reinvested — 15.3% a year compounded (CAGR).
- How far back does the SPHR calculator go?
- SPHR data begins April 9, 2020, with a close every session. Pick any start and end date in that span — 6 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.
