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STEP
$42.96+1.85%
as of close, Oct 20, 2026
☾ AH $42.96 +1.85%
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STEP return calculator

Your investment#

How much
$
All at once, on the start date
Pick start & end dates6 years, 1 month
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 20, 2026

Or drag the slider to set start and end dates

2020 to today, log scale
2022 bear market
20232025Sep 2020Today
Options

Result#

$1,000Sep 16, 2020$2,005Oct 20, 20262.0× 

$1,000 invested in STEP on September 16, 2020 was worth $2,005 on October 20, 2026, with dividends reinvested.

That’s 12.1% a year compounded (CAGR) over 6 years, 1 month: 2.0 times your money.

Over the same dates the same $1,000 would be worth $2,471 in the S&P 500 and $2,711 in the Nasdaq-100: STEP trailed both the S&P 500 and the Nasdaq-100.

Price only$1,718if dividends were spent
Biggest fall−60.2%Nov 15, 2021 to May 4, 2023
At a flat 5% a year$1,346a savings account's rate
Gain$1,005on $1,000 put in

How this period ranks#

These dates cover the whole record, so there is no other period this long to compare.

Worst: —Best: —
One scale for every length, so longer periods bunch up. Point at a bar.

Growth of $1,000 in STEP, September 16, 2020 to October 20, 2026#

Your $1,000$Your buySame plan in the S&P 500The highA low
Lowest value$881 · May 2023Highest value$3,450 · Jan 2026$
$1,000$1,500$2,500$3,000$3,500$2,005
202120222023202420252026

How far STEP was below its previous high. The biggest fall: −60.2% from Nov 15, 2021 to May 4, 2023, back to the high by Aug 13, 2024.

−60.2% from its high
high−60%

Your one buy. $1,000 on September 16, 2020, worth $2,005 on October 20, 2026. Pick Monthly or Yearly to see a plan's buys.

2.0×paid

What $1,000 would be worth on October 20, 2026, by start date#

Each point is the same amount invested that day and held to October 20, 2026, dividends reinvested. Above the line it made money.

Your start
$500$1,000$1,500$2,000
202120222023202420252026

$1,000 invested in STEP, by year#

Started on each year's first close and held to Oct 20, 2026, dividends reinvested.

StartedWorth Oct 20, 2026MultipleA year (CAGR)
2020$2,0052.0×12.1%
2021$1,3111.3×4.8%
2022$1,2211.2×4.3%
2023$1,9421.9×19.1%
2024$1,4651.5×14.6%
2025$7740.77×−13.3%
2026$6660.67×—

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. STEP data begins September 16, 2020; values as of October 20, 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 STEP chart and fundamentals on the STEP quote page or the S&P 500 return calculator.

FAQ#

How much would $1,000 invested in STEP be worth today?
$1,000 invested in STEP on September 16, 2020 would be worth $2,005 on October 20, 2026, with dividends reinvested — 12.1% a year compounded (CAGR).
How far back does the STEP calculator go?
STEP data begins September 16, 2020, with a close every session. Pick any start and end date in that span — 6 years, 1 month 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.