What would $1,000 invested in the S&P 500 Equal Weight be worth today?

$1,000 invested in the S&P 500 Equal Weight in January 2016 would be worth about $3,476 as of October 2026, with dividends reinvested — an annualized return of 12.4%.

Does the S&P 500 Equal Weight return calculator include dividends?

Dividends reinvested is the default. It can be turned off to show price appreciation alone; taxes, fund fees and trading costs are excluded.

Can the calculator adjust S&P 500 Equal Weight returns for inflation?

The After inflation option deflates total returns by CPI and shows the ending value in purchasing-power dollars.

How far back does the S&P 500 Equal Weight calculator go?

The monthly series begins May 2003, the first full month of RSP's record — the fund that tracks the S&P 500 Equal Weight — and runs to October 2026.

How does this compare with a compound interest calculator?

A compound interest calculator grows a deposit at one fixed rate; this one grows it at the S&P 500 Equal Weight's actual month-by-month returns with dividends, and shows the same amount at a flat 5% a year compounded beside it for the same dates.

S&P 500 Equal Weight Investment Calculator: Compound Growth of Any Amount Since 2003

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Annual returns Yearly charts By month By week Trailing YTD Calculator Average

If you invested

$1,000

in the S&P 500 Equal Weight

once in

Dollar-cost averaging invests the same amount every period, so the chart compares value against what you put in.

January 2016

Priced at a real closing price — the month's last trading day, or that exact day's close when you pick one.

and held until

today

Monthly data: valued at the closing price on the last trading day of that month.

A $1,000 investment in the S&P 500 Equal Weight in January 2016 would be worth $3,476 as of October 2026 with dividends reinvested — 12.4% a year compounded (CAGR). Use the controls above to try any amount or starting month back to May 2003.

Over the same period, the same $1,000 in the Nasdaq-100 proxy QQQ would be worth $7,777.

At a flat 5% a year compounded — what a compound interest calculator or a high-yield savings account assumes — the same $1,000 would be $1,683; the index beat it by $1,792.

Worth today

$3,476

Multiple

3.5×

Annualized

12.4%/yr

Max drawdown

-26.7%

12/31/2019 – 3/31/2020

Same $ in SPY

$4,724

Growth of $1,000 in the S&P 500 Equal Weight since January 2016— monthly

$1,000$2,000$3,000$4,000

201620182020202220242026

the S&P 500 Equal Weight$3,476SPY$4,724

October 2026

the S&P 500 Equal Weight$3,476

SPY$4,724

the S&P 500 Equal Weight (the S&P 500 Equal Weight). Total return approximated via dividend- and split-adjusted closes (no taxes or fees). Not investment advice.

What $1,000 in the S&P 500 Equal Weight would be worth today, by starting month— each bar = one starting month, held to today

$1,000

20162017201820192020202120222023202420252026

$1,000 invested in the S&P 500 Equal Weight, by year— dividends reinvested, held to today

Invested in	Worth today	Multiple	Annualized	Same in QQQ
2016	$3,476	3.5×	12.4%	$7,777
2017	$2,810	2.8×	11.3%	$6,429
2018	$2,317	2.3×	10.2%	$4,685
2019	$2,390	2.4×	12.0%	$4,680
2020	$2,075	2.1×	11.6%	$3,563
2021	$1,822	1.8×	11.2%	$2,464
2022	$1,460	1.5×	8.5%	$2,124
2023	$1,471	1.5×	11.1%	$2,599
2024	$1,402	1.4×	13.5%	$1,824
2025	$1,191	1.2×	11.1%	$1,447

Methodology

The calculator grows the investment at RSP's split- and dividend-adjusted closes, the fund that tracks the S&P 500 Equal Weight — its record is the index's investable history, which is why the series begins May 2003 and runs through October 2026. A “buy” is priced at a real closing price: the last trading day of the chosen month, or that exact day's close when a specific date is picked. Price-only values use the unadjusted closes; inflation-adjusted values divide total return by CPI. Monthly contributions are fixed nominal dollar amounts; taxes, fund fees and transaction costs are excluded. See the annual S&P 500 Equal Weight returns, or the RSP fund page. Past performance does not predict future results; not investment advice.

ChartRow is not affiliated with, sponsored by, or endorsed by S&P Dow Jones Indices LLC, S&P Global, Nasdaq, Inc., Robert Shiller, RSBB-I, LLC, or Yale University. "S&P 500®" and "Dow Jones®" are registered trademarks of S&P Dow Jones Indices LLC; "Nasdaq-100®" is a registered trademark of Nasdaq, Inc.; "CAPE®" is a registered trademark of RSBB-I, LLC. They are used here only to identify the indexes and series discussed. All index-related figures on this page are independently derived from public sources — SEC filings, the public Shiller S&P 500 monthly series, and our own computations — not from any index provider's data feed.

FAQ#

What would $1,000 invested in the S&P 500 Equal Weight be worth today?: $1,000 invested in the S&P 500 Equal Weight in January 2016 would be worth about $3,476 as of October 2026, with dividends reinvested — an annualized return of 12.4%.
Does the S&P 500 Equal Weight return calculator include dividends?: Yes. Dividends reinvested is the default total-return basis. You can turn it off to see price appreciation alone. Taxes, fund fees and trading costs are excluded.
Can the calculator adjust S&P 500 Equal Weight returns for inflation?: Yes. The After inflation option deflates the dividends-reinvested total-return series by CPI, expressing the ending value in the starting investment's purchasing-power dollars.
How far back does the S&P 500 Equal Weight calculator go?: The monthly series begins May 2003, the first full month of RSP's record — the fund that tracks the S&P 500 Equal Weight — and runs to October 2026.
How does this compare with a compound interest calculator?: A compound interest calculator grows a deposit at one fixed rate. This calculator grows it at what the S&P 500 Equal Weight actually returned month by month, dividends included, and states the flat-rate equivalent beside the result: the same $1,000 at 5% a year compounded is shown for the same dates so the two can be read against each other. The S&P 500 Equal Weight's own figure since 2003 is on the result card, and it arrives unevenly — the January 2016 start above shows the path, not just the endpoint.