CGDV Total Return Calculator
$10,000 since Feb 2022, with and without reinvesting · data through Oct 2026
Since Feb 2022, $10,000 became $20,841 reinvested (17.0% a year), or $20,368 taking the distributions as cash, $953 of it paid out along the way.
CGDV became
$20,841
S&P 500: $18,440
Return a year
17.0%
S&P 500: 14.0%
Payouts reinvested
$991
bought more shares
Worst drop
-20.5%
S&P 500: -20.2%
$10,000, Feb 2022 to Oct 2026
Payouts reinvested · S&P 500 reinvested
| Year | CGDV total return | Paid out | S&P 500 |
|---|---|---|---|
| 2026 (part) | +12.8% | $177 | +11.7% |
| 2025 | +25.5% | $243 | +17.7% |
| 2024 | +20.1% | $238 | +24.9% |
| 2023 | +28.8% | $207 | +26.2% |
| 2022 (part) | −4.9% | $127 | −11.0% |
"Paid out" is what your holding received that year. Month-end prices; no costs or taxes.
Key facts: CGDV total return
Data as of · Source: SmarterDividends data
- $10,000 invested in CGDV at the end of Feb 2022, with distributions reinvested, was worth $20,841 at the end of Oct 2026: 17.0% a year, against $18,440 (14.0% a year) in the S&P 500.
- Taking CGDV's distributions as cash instead of reinvesting them, the same $10,000 ended at $20,368, including $953 of cash received; reinvesting added $473.
- CGDV's best calendar year in that time was 2023 (28.8%) and its worst 2024 (20.1%), with distributions reinvested.
Cite this page
SmarterDividends, "CGDV Total Return Calculator," updated Nov 5, 2026, https://smarterdividends.com/stocks/CGDV/total-return
CGDV total return questions
What is CGDV's total return since Feb 2022?
108% in total, or 17.0% a year, through Oct 2026 with distributions reinvested. The share price alone rose 94%.
How much of CGDV's return came from distributions?
About 10% of its yearly return since Feb 2022. Reinvesting them, rather than taking cash, left you $473 better off on a $10,000 start.
What was CGDV's worst year?
2024, at 20.1% with distributions reinvested (S&P 500: 24.9%). Its deepest fall from a peak, on month-end values, was -20.5%.
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.