TRBCX 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
2017 to today, log scaleResult#
$1,000 invested in TRBCX on December 1, 2017 was worth $3,092 on October 19, 2026, with dividends reinvested.
That’s 13.6% a year compounded (CAGR) over 8 years, 11 months: 3.1 times your money.
Over the same dates the same $1,000 would be worth $3,326 in the S&P 500 and $4,934 in the Nasdaq-100: TRBCX 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 TRBCX, December 1, 2017 to October 19, 2026#
How far TRBCX was below its previous high. The biggest fall: −43.6% from Nov 16, 2021 to Nov 9, 2022, back to the high by Mar 22, 2024.
Your one buy. $1,000 on December 1, 2017, worth $3,092 on October 19, 2026. Pick Monthly or Yearly to see a plan's buys.
What $1,000 would be worth on October 19, 2026, by start date#
Each point is the same amount invested that day and held to October 19, 2026, dividends reinvested. Above the line it made money.
$1,000 invested in TRBCX, by year#
Started on each year's first close and held to Oct 19, 2026, dividends reinvested.
| Started | Worth Oct 19, 2026 | Multiple | A year (CAGR) |
|---|---|---|---|
| 2017 | $3,092 | 3.1× | 13.6% |
| 2018 | $3,111 | 3.1× | 13.8% |
| 2019 | $3,096 | 3.1× | 15.6% |
| 2020 | $2,346 | 2.3× | 13.4% |
| 2021 | $1,801 | 1.8× | 10.7% |
| 2022 | $1,499 | 1.5× | 8.8% |
| 2023 | $2,466 | 2.5× | 26.9% |
| 2024 | $1,667 | 1.7× | 20.1% |
| 2025 | $1,212 | 1.2× | 11.3% |
| 2026 | $1,025 | 1.0× | — |
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. TRBCX data begins December 1, 2017; values as of October 19, 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 TRBCX chart and fundamentals on the TRBCX quote page or the S&P 500 return calculator.
FAQ#
- How much would $1,000 invested in TRBCX be worth today?
- $1,000 invested in TRBCX on December 1, 2017 would be worth $3,092 on October 19, 2026, with dividends reinvested — 13.6% a year compounded (CAGR).
- How far back does the TRBCX calculator go?
- TRBCX data begins December 1, 2017, with a close every session. Pick any start and end date in that span — 8 years, 11 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.
