SWX 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
1987 to today, log scaleResult#
$1,000 invested in SWX on October 17, 2016 was worth $1,761 on October 16, 2026, with dividends reinvested.
That’s 5.8% a year compounded (CAGR) over 10 years: 1.8 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: SWX trailed both the S&P 500 and the Nasdaq-100.
How this period ranks#
Better than 22% of all 347 periods of 10 years since 1987.
Growth of $1,000 in SWX, October 17, 2016 to October 16, 2026#
How far SWX was below its previous high. The biggest fall: −42.5% from Sep 16, 2019 to Mar 16, 2020, back to the high by Apr 18, 2022.
Your one buy. $1,000 on October 17, 2016, worth $1,761 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 SWX, 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 | $1,555 | 1.6× | 4.6% |
| 2018 | $1,455 | 1.5× | 4.4% |
| 2019 | $1,526 | 1.5× | 5.6% |
| 2020 | $1,452 | 1.5× | 5.6% |
| 2021 | $1,793 | 1.8× | 10.6% |
| 2022 | $1,496 | 1.5× | 8.8% |
| 2023 | $1,612 | 1.6× | 13.5% |
| 2024 | $1,494 | 1.5× | 15.5% |
| 2025 | $1,313 | 1.3× | 16.5% |
| 2026 | $1,115 | 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. SWX data begins December 30, 1987; 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 SWX chart and fundamentals on the SWX quote page or the S&P 500 return calculator.
FAQ#
- How much would $1,000 invested in SWX be worth today?
- $1,000 invested in SWX on October 17, 2016 would be worth $1,761 on October 16, 2026, with dividends reinvested — 5.8% a year compounded (CAGR).
- How far back does the SWX calculator go?
- SWX data begins December 30, 1987, with a close every session. Pick any start and end date in that span — 38 years, 10 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.
