XERS 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
2018 to today, log scaleResult#
$1,000 invested in XERS on June 21, 2018 was worth $550 on October 20, 2026, with dividends reinvested.
That’s −6.9% a year compounded (CAGR) over 8 years, 4 months: 0.55 times your money.
Over the same dates the same $1,000 would be worth $3,175 in the S&P 500 and $4,308 in the Nasdaq-100: XERS 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 XERS, June 21, 2018 to October 20, 2026#
How far XERS was below its previous high. The biggest fall: −96.2% from Sep 10, 2018 to Jan 5, 2023, not back to the high by the end date.
Your one buy. $1,000 on June 21, 2018, worth $550 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 XERS, 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) |
|---|---|---|---|
| 2018 | $550 | 0.55× | −6.9% |
| 2019 | $636 | 0.64× | −5.6% |
| 2020 | $1,661 | 1.7× | 7.8% |
| 2021 | $2,096 | 2.1× | 13.6% |
| 2022 | $3,961 | 4.0× | 33.3% |
| 2023 | $9,937 | 9.9× | 83.2% |
| 2024 | $4,903 | 4.9× | 76.5% |
| 2025 | $3,217 | 3.2× | 91.7% |
| 2026 | $1,514 | 1.5× | — |
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. XERS data begins June 21, 2018; 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 XERS chart and fundamentals on the XERS quote page or the S&P 500 return calculator.
FAQ#
- How much would $1,000 invested in XERS be worth today?
- $1,000 invested in XERS on June 21, 2018 would be worth $550 on October 20, 2026, with dividends reinvested — −6.9% a year compounded (CAGR).
- How far back does the XERS calculator go?
- XERS data begins June 21, 2018, with a close every session. Pick any start and end date in that span — 8 years, 4 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.
