AlgovestIQHistorical return
Enter a stock or ETF ticker, an amount and a start date to see what it would be worth at the latest close: price return, total return with dividends reinvested, return with dividends taken as cash, the worst drop along the way, and the same amount in SPY, an ETF tracking the S&P 500.
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$10,000 buys SCHD at the close on Monday, January 4, 2021, the first trading day of that year, and is valued at the latest close. Because the end date is always the most recent session, the figures move a little each trading day; the result shows the exact first and last dates used and the number of sessions between them. Open this scenario.
Daily prices begin October 1, 2020. A start date on a weekend or market holiday buys at the next trading day's close, and a fund or stock that began trading later starts on its first trading day, with SPY measured over exactly the same sessions.
Your amount buys shares at the first closing price on or after the start date. Each dividend then buys more shares at the closing price on its ex-dividend date, and the holding is valued at the latest close. Price return repeats the calculation without reinvesting; return with dividends as cash adds the dividends as uninvested cash. The closes are adjusted for splits but not for dividends, so each dividend is counted exactly once. SPY is measured over exactly the same trading sessions as your ticker.
Total return = ending value with dividends reinvested / amount invested - 1
Price return = ending share price / starting share price - 1
Return with dividends as cash = (ending value of the original shares + dividends received) / amount invested - 1
CAGR = (ending value / amount invested)^(1 / years) - 1
Max drawdown = deepest fall from a running high
Suppose you invest $1,000 in a stock at $100, buying 10 shares. Midway through the year it pays a $2 dividend while the price is $100, which buys 0.2 more shares.
A year later the price is $110: the 10.2 shares are worth $1,122, a 12.2% total return. Without reinvesting, the 10 shares are worth $1,100 (a 10% price return) plus $20 of dividends paid in cash.
Past returns describe where it has been. Review AIQ Score, valuation, quality, momentum and risk for where it stands now.
Analyze SCHDReview the dividend history behind the reinvested return.
View SCHD dividendsCompare the ticker against another stock or ETF.
Compare SCHDRelated tools are selected for the stock return calculator workflow.
The calculator buys shares at the closing price on your start date (or the next trading day), then values them at the latest close. Total return also reinvests every dividend at the closing price on its ex-dividend date, which is how fund total returns are usually measured. That is a measurement convention, not a record of how a brokerage dividend reinvestment plan would have filled.
No. SPY is an ETF that tracks the S&P 500. Its return with dividends reinvested is close to the index's total return but slightly lower because of the fund's expenses. It is measured over exactly the same trading sessions as your ticker, so a stock that began trading later is compared from its own first day.
Price return only counts the change in the share price. Total return adds the dividends you received, reinvested in more shares. For high-yield stocks and income funds the gap can be very large: a fund can lose value on price and still deliver a positive total return.
CAGR, the compound annual growth rate, is the steady yearly return that would turn your starting amount into the ending value over the same period. It is shown for periods of a year or more, because annualizing a few months can produce misleading figures.
Yes. Prices and dividends are both adjusted for splits, so a 10-for-1 split does not appear as a 90% loss and dividends paid before a split are restated on the same per-share basis.
Start dates from October 1, 2020 onward are supported. The date picker stops there because daily price history begins on that date.