CLIP Total Return Calculator
$10,000 since Jun 2023, with and without reinvesting · data through Oct 2026
Since Jun 2023, $10,000 became $11,607 reinvested (4.6% a year), or $11,496 taking the distributions as cash, $1,479 of it paid out along the way.
CLIP became
$11,607
S&P 500: $17,740
Return a year
4.6%
S&P 500: 18.8%
Payouts reinvested
$1,590
bought more shares
Worst drop
0.0%
S&P 500: -8.3%
$10,000, Jun 2023 to Oct 2026
Payouts reinvested · S&P 500 reinvested
| Year | CLIP total return | Paid out | S&P 500 |
|---|---|---|---|
| 2026 (part) | +3.1% | $315 | +11.7% |
| 2025 | +4.2% | $457 | +17.7% |
| 2024 | +5.3% | $539 | +24.9% |
| 2023 (part) | +2.6% | $278 | +8.0% |
"Paid out" is what your holding received that year. Month-end prices; no costs or taxes.
Key facts: CLIP total return
Data as of · Source: SmarterDividends data
- $10,000 invested in CLIP at the end of Jun 2023, with distributions reinvested, was worth $11,607 at the end of Oct 2026: 4.6% a year, against $17,740 (18.8% a year) in the S&P 500.
- Taking CLIP's distributions as cash instead of reinvesting them, the same $10,000 ended at $11,496, including $1,479 of cash received; reinvesting added $111.
- CLIP's best calendar year in that time was 2024 (5.3%) and its worst 2025 (4.2%), with distributions reinvested.
Cite this page
SmarterDividends, "CLIP Total Return Calculator," updated Nov 5, 2026, https://smarterdividends.com/stocks/CLIP/total-return
CLIP total return questions
What is CLIP's total return since Jun 2023?
16% in total, or 4.6% a year, through Oct 2026 with distributions reinvested. The share price alone rose 0%.
How much of CLIP's return came from distributions?
About 99% of its yearly return since Jun 2023. Reinvesting them, rather than taking cash, left you $111 better off on a $10,000 start.
What was CLIP's worst year?
2025, at 4.2% with distributions reinvested (S&P 500: 17.7%). Its deepest fall from a peak, on month-end values, was 0.0%.
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.