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SRCE
$85.91+0.39%
as of close, Oct 16, 2026
☾ AH $85.91 +0.39%
PeersJPMHOODBACVBRK-BGS

SRCE 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

1983 to today, log scale
2008 crisisCovid
1990Oct 2016 – Today
Options

Result#

$1,000Oct 17, 2016$3,153Oct 16, 20263.2× 

$1,000 invested in SRCE on October 17, 2016 was worth $3,153 on October 16, 2026, with dividends reinvested.

That’s 12.2% a year compounded (CAGR) over 10 years: 3.2 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: SRCE trailed both the S&P 500 and the Nasdaq-100.

Price only$2,476if dividends were spent
Biggest fall−51.7%Jul 23, 2018 to Mar 23, 2020
At a flat 5% a year$1,629a savings account's rate
Gain$2,153on $1,000 put in

How this period ranks#

Better than 65% of all 399 periods of 10 years since 1983.

Your dates
−50%0%110%
Worst: −4.2% a year, Jun 1998 to Jun 2008Best: 31.1% a year, Apr 1988 to Apr 1998
One scale for every length, so longer periods bunch up. Point at a bar.

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

Your $1,000$Your buySame plan in the S&P 500The highA low
Lowest value$841 · Mar 2020$
$1,000$2,000$4,000$3,153
20182020202220242026

How far SRCE was below its previous high. The biggest fall: −51.7% from Jul 23, 2018 to Mar 23, 2020, back to the high by Oct 21, 2022.

−51.7% from its high
high−52%

Your one buy. $1,000 on October 17, 2016, worth $3,153 on October 16, 2026. Pick Monthly or Yearly to see a plan's buys.

3.2×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
$1,000$3,000$10k$30k$100k
198519901995200020052010201520202025

$1,000 invested in SRCE, by year#

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

StartedWorth Oct 16, 2026MultipleA year (CAGR)
2017$2,4452.4×9.6%
2018$2,1592.2×9.2%
2019$2,5492.5×12.8%
2020$1,9842.0×10.6%
2021$2,5092.5×17.3%
2022$1,9391.9×14.9%
2023$1,7911.8×16.6%
2024$1,6851.7×20.6%
2025$1,5511.6×27.9%
2026$1,3991.4×—

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. SRCE data begins August 12, 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 SRCE chart and fundamentals on the SRCE quote page or the S&P 500 return calculator.

FAQ#

How much would $1,000 invested in SRCE be worth today?
$1,000 invested in SRCE on October 17, 2016 would be worth $3,153 on October 16, 2026, with dividends reinvested — 12.2% a year compounded (CAGR).
How far back does the SRCE calculator go?
SRCE data begins August 12, 1983, with a close every session. Pick any start and end date in that span — 43 years, 2 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.