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SRE 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 27, 2026

Or drag the slider to set start and end dates

1998 to today, log scale
2008 crisisCovid
20002010Oct 2016Today
Options

Result#

$1,000Oct 27, 2016$2,229Oct 27, 20262.2× 

$1,000 invested in SRE on October 27, 2016 was worth $2,229 on October 27, 2026, with dividends reinvested.

That’s 8.3% a year compounded (CAGR) over 10 years: 2.2 times your money.

Over the same dates the same $1,000 would be worth $4,228 in the S&P 500 and $6,559 in the Nasdaq-100: SRE trailed both the S&P 500 and the Nasdaq-100.

Price only$1,626if dividends were spent
Biggest fall−45.0%Jan 30 to Mar 16, 2020
At a flat 5% a year$1,629a savings account's rate
Gain$1,229on $1,000 put in

How this period ranks#

Better than 11% of all 221 periods of 10 years since 1998.

Your dates
−30%0%60%
Worst: 6.0% a year, Mar 2015 to Mar 2025Best: 16.2% a year, Feb 2003 to Feb 2013
One scale for every length, so longer periods bunch up. Point at a bar.

Growth of $1,000 in SRE, October 27, 2016 to October 27, 2026#

Your $1,000$Your buySame plan in the S&P 500The highA low
Highest value$2,575 · Apr 2026$
$1,000$3,000$4,000$2,229
20182020202220242026

How far SRE was below its previous high. The biggest fall: −45.0% from Jan 30, 2020 to Mar 16, 2020, back to the high by Mar 4, 2022.

−45.0% from its high
high−45%

Your one buy. $1,000 on October 27, 2016, worth $2,229 on October 27, 2026. Pick Monthly or Yearly to see a plan's buys.

2.2×paid

What $1,000 would be worth on October 27, 2026, by start date#

Each point is the same amount invested that day and held to October 27, 2026, dividends reinvested. Above the line it made money.

Your start
$1,000$2,000$5,000$10k$20k
200020052010201520202025

$1,000 invested in SRE, by year#

Started on each year's first close and held to Oct 27, 2026, dividends reinvested.

StartedWorth Oct 27, 2026MultipleA year (CAGR)
2017$2,2872.3×8.8%
2018$2,1322.1×9.0%
2019$2,0372.0×9.5%
2020$1,4181.4×5.3%
2021$1,6471.6×9.0%
2022$1,4941.5×8.7%
2023$1,2461.2×5.9%
2024$1,2221.2×7.4%
2025$1,0301.0×1.7%
2026$9690.97×—

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. SRE data begins June 29, 1998; values as of October 27, 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 SRE chart and fundamentals on the SRE quote page or the S&P 500 return calculator.

FAQ#

How much would $1,000 invested in SRE be worth today?
$1,000 invested in SRE on October 27, 2016 would be worth $2,229 on October 27, 2026, with dividends reinvested — 8.3% a year compounded (CAGR).
How far back does the SRE calculator go?
SRE data begins June 29, 1998, with a close every session. Pick any start and end date in that span — 28 years, 4 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.