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Data provided bySource: Twelve Data
TRI
$109.30+0.05%
as of close, Nov 13, 2026
☾ AH $109.30 +0.05%
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TRI 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, Nov 13, 2026

Or drag the slider to set start and end dates

2002 to today, log scale
2004200520062008201020122014202020222024
2008 crisisCovid
Nov 2016Today
Options
Data provided bySource: Twelve Data

Result#

$1,000Nov 14, 2016$3,455Nov 13, 20263.5× 

$1,000 invested in TRI on November 14, 2016 was worth $3,455 on November 13, 2026, with dividends reinvested.

That’s 13.2% a year compounded (CAGR) over 10 years: 3.5 times your money.

Over the same dates the same $1,000 would be worth $4,078 in the S&P 500 and $6,356 in the Nasdaq-100: TRI trailed both the S&P 500 and the Nasdaq-100.

Price only$2,630if dividends were spent
Biggest fall−62.9%Jul 14, 2025 to Jun 22, 2026
At a flat 5% a year$1,629a savings account's rate
Gain$2,455on $1,000 put in

How this period ranks#

Better than 67% of all 174 periods of 10 years since 2002.

Your dates
−50%0%60%
Worst: 2.3% a year, Jun 2002 to Jun 2012Best: 21.4% a year, Jun 2015 to Jun 2025
One scale for every length, so longer periods bunch up. Point at a bar.
Data provided bySource: Twelve Data

Growth of $1,000 in TRI, November 14, 2016 to November 13, 2026#

Your $1,000$Your buySame plan in the S&P 500The highA low
$0$1,000$2,000$5,000$6,000$7,000$8,0002017201820192020202120222023202420252026Lowest value$952 · May 2018Highest value$6,475 · Jul 2025$
$3,455

How far TRI was below its previous high. The biggest fall: −62.9% from Jul 14, 2025 to Jun 22, 2026, not back to the high by the end date.

−62.9% from its high
high−63%

Your one buy. $1,000 on November 14, 2016, worth $3,455 on November 13, 2026. Pick Monthly or Yearly to see a plan's buys.

3.5×paid
Data provided bySource: Twelve Data

What $1,000 would be worth on November 13, 2026, by start date#

Each point is the same amount invested that day and held to November 13, 2026, dividends reinvested. Above the line it made money.

$500$1K$2K$5K$10K$20K200420052006200820102012201420152016201820202022202420252026Your start

$1,000 invested in TRI, by year#

Data provided bySource: Twelve Data

Started on each year's first close and held to Nov 13, 2026, dividends reinvested.

StartedWorth Nov 13, 2026MultipleA year (CAGR)
2017$3,2463.2×12.7%
2018$3,1513.2×13.8%
2019$2,8012.8×14.0%
2020$1,8031.8×9.0%
2021$1,5751.6×8.1%
2022$1,0701.1×1.4%
2023$1,0681.1×1.7%
2024$8090.81×−7.1%
2025$7130.71×−16.6%
2026$8980.90×—

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. TRI data begins June 12, 2002; values as of November 13, 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 TRI chart and fundamentals on the TRI quote page or the S&P 500 return calculator.

FAQ#

How much would $1,000 invested in TRI be worth today?
$1,000 invested in TRI on November 14, 2016 would be worth $3,455 on November 13, 2026, with dividends reinvested — 13.2% a year compounded (CAGR).
How far back does the TRI calculator go?
TRI data begins June 12, 2002, with a close every session. Pick any start and end date in that span — 24 years, 5 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.