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XERS
$11.13+1.64%
as of close, Oct 20, 2026
☾ AH $11.13 +1.64%
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XERS return calculator

Your investment#

How much
$
All at once, on the start date
Pick start & end dates8 years, 4 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 20, 2026

Or drag the slider to set start and end dates

2018 to today, log scale
Covid2022 bear market
2024Jun 2018Today
Options

Result#

$1,000Jun 21, 2018$550Oct 20, 20260.55× 

$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.

Price only$550if dividends were spent
Biggest fall−96.2%Sep 10, 2018 to Jan 5, 2023
At a flat 5% a year$1,502a savings account's rate
Loss$450on $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 XERS, June 21, 2018 to October 20, 2026#

Your $1,000$Your buySame plan in the S&P 500The highA lowLog scale: equal steps are equal percentage moves
Lowest value$51 · Jan 2023Highest value$1,347 · Sep 2018$
$50$100$200$1,000$2,000$550
20192020202120222023202420252026

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.

−96.2% from its high
high−96%

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.

paid0.55×

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.

Your start
$500$1,000$2,000$5,000$10k
20192020202120222023202420252026

$1,000 invested in XERS, by year#

Started on each year's first close and held to Oct 20, 2026, dividends reinvested.

StartedWorth Oct 20, 2026MultipleA year (CAGR)
2018$5500.55×−6.9%
2019$6360.64×−5.6%
2020$1,6611.7×7.8%
2021$2,0962.1×13.6%
2022$3,9614.0×33.3%
2023$9,9379.9×83.2%
2024$4,9034.9×76.5%
2025$3,2173.2×91.7%
2026$1,5141.5×—

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.