WFRD 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
2021 to today, log scaleResult#
$1,000 invested in WFRD on January 4, 2021 was worth $13,690 on October 16, 2026, with dividends reinvested.
That’s 57.3% a year compounded (CAGR) over 5 years, 9 months: 13.7 times your money.
Over the same dates the same $1,000 would be worth $2,234 in the S&P 500 and $2,373 in the Nasdaq-100: WFRD beat 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 WFRD, January 4, 2021 to October 16, 2026#
How far WFRD was below its previous high. The biggest fall: −70.6% from Jul 16, 2024 to Apr 8, 2025, not back to the high by the end date.
Your one buy. $1,000 on January 4, 2021, worth $13,690 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 WFRD, 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) |
|---|---|---|---|
| 2021 | $13,690 | 13.7× | 57.3% |
| 2022 | $2,712 | 2.7× | 23.2% |
| 2023 | $1,624 | 1.6× | 13.7% |
| 2024 | $825 | 0.82× | −6.7% |
| 2025 | $1,081 | 1.1× | 4.5% |
| 2026 | $950 | 0.95× | — |
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. WFRD data begins January 4, 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 WFRD chart and fundamentals on the WFRD quote page or the S&P 500 return calculator.
FAQ#
- How much would $1,000 invested in WFRD be worth today?
- $1,000 invested in WFRD on January 4, 2021 would be worth $13,690 on October 16, 2026, with dividends reinvested — 57.3% a year compounded (CAGR).
- How far back does the WFRD calculator go?
- WFRD data begins January 4, 2021, with a close every session. Pick any start and end date in that span — 5 years, 9 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.
