TREX 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
1999 to today, log scaleResult#
$1,000 invested in TREX on October 20, 2016 was worth $3,445 on October 20, 2026, with dividends reinvested.
That’s 13.2% a year compounded (CAGR) over 10 years: 3.4 times your money.
Over the same dates the same $1,000 would be worth $4,210 in the S&P 500 and $6,533 in the Nasdaq-100: TREX trailed both the S&P 500 and the Nasdaq-100.
How this period ranks#
Better than 42% of all 211 periods of 10 years since 1999.
Growth of $1,000 in TREX, October 20, 2016 to October 20, 2026#
How far TREX was below its previous high. The biggest fall: −78.6% from Dec 10, 2021 to Nov 20, 2025, not back to the high by the end date.
Your one buy. $1,000 on October 20, 2016, worth $3,445 on October 20, 2026. Pick Monthly or Yearly to see a plan's buys.
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.
$1,000 invested in TREX, by year#
Started on each year's first close and held to Oct 20, 2026, dividends reinvested.
| Started | Worth Oct 20, 2026 | Multiple | A year (CAGR) |
|---|---|---|---|
| 2017 | $2,907 | 2.9× | 11.5% |
| 2018 | $1,788 | 1.8× | 6.8% |
| 2019 | $1,599 | 1.6× | 6.2% |
| 2020 | $1,080 | 1.1× | 1.1% |
| 2021 | $593 | 0.59× | −8.6% |
| 2022 | $370 | 0.37× | −18.7% |
| 2023 | $1,116 | 1.1× | 2.9% |
| 2024 | $605 | 0.60× | −16.5% |
| 2025 | $715 | 0.71× | −17.0% |
| 2026 | $1,362 | 1.4× | — |
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. TREX data begins April 8, 1999; 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 TREX chart and fundamentals on the TREX quote page or the S&P 500 return calculator.
FAQ#
- How much would $1,000 invested in TREX be worth today?
- $1,000 invested in TREX on October 20, 2016 would be worth $3,445 on October 20, 2026, with dividends reinvested — 13.2% a year compounded (CAGR).
- How far back does the TREX calculator go?
- TREX data begins April 8, 1999, with a close every session. Pick any start and end date in that span — 27 years, 6 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.
