ChartRow logo
Share this page
VAL
$85.32+1.87%
as of close, Oct 16, 2026
☾ AH $85.32 +1.87%
PeersXOMCVXVLOMPCCOPPSX

VAL return calculator

Your investment#

How much
$
All at once, on the start date
Pick start & end dates5 years, 5 months
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 16, 2026

Or drag the slider to set start and end dates

2021 to today, log scale
2022 bear market
2024May 2021Today
Options

Result#

$1,000May 3, 2021$3,600Oct 16, 20263.6× 

$1,000 invested in VAL on May 3, 2021 was worth $3,600 on October 16, 2026, with dividends reinvested.

That’s 26.5% a year compounded (CAGR) over 5 years, 5 months: 3.6 times your money.

Over the same dates the same $1,000 would be worth $1,964 in the S&P 500 and $2,180 in the Nasdaq-100: VAL beat both the S&P 500 and the Nasdaq-100.

Price only$3,600if dividends were spent
Biggest fall−63.8%Jul 15, 2024 to Apr 8, 2025
At a flat 5% a year$1,305a savings account's rate
Gain$2,600on $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 VAL, May 3, 2021 to October 16, 2026#

Your $1,000$Your buySame plan in the S&P 500The highA low
Highest value$4,786 · May 2026$
$0$1,000$2,000$3,000$3,600
20222023202420252026

How far VAL was below its previous high. The biggest fall: −63.8% from Jul 15, 2024 to Apr 8, 2025, back to the high by Feb 9, 2026.

−63.8% from its high
high−64%

Your one buy. $1,000 on May 3, 2021, worth $3,600 on October 16, 2026. Pick Monthly or Yearly to see a plan's buys.

3.6×paid

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.

Your start
$0$1,000$2,000$3,000$4,000
20222023202420252026

$1,000 invested in VAL, by year#

Started on each year's first close and held to Oct 16, 2026, dividends reinvested.

StartedWorth Oct 16, 2026MultipleA year (CAGR)
2021$3,6003.6×26.5%
2022$2,2422.2×18.4%
2023$1,3341.3×7.9%
2024$1,2531.3×8.4%
2025$1,8971.9×43.1%
2026$1,6361.6×—

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. VAL data begins May 3, 2021; 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 VAL chart and fundamentals on the VAL quote page or the S&P 500 return calculator.

FAQ#

How much would $1,000 invested in VAL be worth today?
$1,000 invested in VAL on May 3, 2021 would be worth $3,600 on October 16, 2026, with dividends reinvested — 26.5% a year compounded (CAGR).
How far back does the VAL calculator go?
VAL data begins May 3, 2021, with a close every session. Pick any start and end date in that span — 5 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.