BSV Total Return Calculator
$10,000 since Dec 2007, with and without reinvesting · data through Oct 2026
$10,000 invested in BSV ten years ago, at the end of Oct 2016, was worth $12,146 at the end of Oct 2026 with every distribution reinvested: 2.0% a year, against $41,633 in the S&P 500. Since Dec 2007, $10,000 became $15,283 reinvested (2.3% a year), or $14,370 taking the distributions as cash, $4,366 of it paid out along the way.
BSV became
$15,283
S&P 500: $72,756
Return a year
2.3%
S&P 500: 11.1%
Payouts reinvested
$5,424
bought more shares
Worst drop
-7.8%
S&P 500: -48.2%
$10,000, Dec 2007 to Oct 2026
Payouts reinvested · S&P 500 reinvested
| Year | BSV total return | Paid out | S&P 500 |
|---|---|---|---|
| 2026 (part) | +0.8% | $463 | +11.7% |
| 2025 | +6.0% | $572 | +17.7% |
| 2024 | +3.8% | $477 | +24.9% |
| 2023 | +4.9% | $335 | +26.2% |
| 2022 | −5.5% | $195 | −18.2% |
| 2021 | −1.1% | $200 | +28.7% |
| 2020 | +4.7% | $250 | +18.3% |
| 2019 | +5.0% | $304 | +31.2% |
| 2018 | +1.3% | $254 | −4.6% |
| 2017 | +1.2% | $206 | +21.7% |
| 2016 | +1.3% | $186 | +12.0% |
| 2015 | +0.9% | $171 | +1.2% |
| 2014 | +1.3% | $151 | +13.5% |
| 2013 | +0.1% | $176 | +32.3% |
| 2012 | +2.0% | $217 | +16.0% |
| 2011 | +3.0% | $285 | +1.9% |
| 2010 | +3.9% | $302 | +15.1% |
| 2009 | +1.5% | $301 | +26.4% |
| 2008 | +8.5% | $382 | −36.8% |
"Paid out" is what your holding received that year. Month-end prices; no costs or taxes.
Key facts: BSV total return
Data as of · Source: SmarterDividends data
- $10,000 invested in BSV at the end of Dec 2007, with distributions reinvested, was worth $15,283 at the end of Oct 2026: 2.3% a year, against $72,756 (11.1% a year) in the S&P 500.
- Over the 10 years to Oct 2026, BSV turned $10,000 into $12,146 with distributions reinvested, 2.0% a year.
- Over the 5 years to Oct 2026, BSV returned 1.9% a year with distributions reinvested (S&P 500: 12.0%).
- Taking BSV's distributions as cash instead of reinvesting them, the same $10,000 ended at $14,370, including $4,366 of cash received; reinvesting added $912.
- BSV's best calendar year in that time was 2008 (8.5%) and its worst 2022 (-5.5%), with distributions reinvested.
Cite this page
SmarterDividends, "BSV Total Return Calculator," updated Nov 5, 2026, https://smarterdividends.com/stocks/BSV/total-return
BSV total return questions
If I invested $10,000 in BSV 10 years ago, how much would I have?
About $12,146 at the end of Oct 2026, with every distribution reinvested: 2.0% a year. Taking them as cash, you'd have shares worth $9,573 or so plus the cash you received. The same $10,000 in the S&P 500 became $41,633.
What is BSV's total return since Dec 2007?
53% in total, or 2.3% a year, through Oct 2026 with distributions reinvested. The share price alone rose 0%.
How much of BSV's return came from distributions?
About 100% of its yearly return since Dec 2007. Reinvesting them, rather than taking cash, left you $912 better off on a $10,000 start.
What was BSV's worst year?
2022, at -5.5% with distributions reinvested (S&P 500: -18.2%). Its deepest fall from a peak, on month-end values, was -7.8%.
How is total return calculated here?
From month-end prices: the adjusted price counts every distribution reinvested in the month it was paid; the plain price doesn't. The S&P 500 is SPY with its dividends reinvested. No trading costs or taxes.