FZROX Total Return Calculator
$10,000 since Aug 2018, with and without reinvesting · data through Oct 2026
Since Aug 2018, $10,000 became $28,314 reinvested (13.6% a year), or $27,149 taking the distributions as cash, $1,489 of it paid out along the way.
FZROX became
$28,314
S&P 500: $29,475
Return a year
13.6%
S&P 500: 14.2%
Payouts reinvested
$1,565
bought more shares
Worst drop
-24.7%
S&P 500: -23.9%
$10,000, Aug 2018 to Oct 2026
Payouts reinvested · S&P 500 reinvested
| Year | FZROX total return | Paid out | S&P 500 |
|---|---|---|---|
| 2026 (part) | +11.8% | $0 | +11.7% |
| 2025 | +17.2% | $254 | +17.7% |
| 2024 | +23.9% | $240 | +24.9% |
| 2023 | +26.2% | $236 | +26.2% |
| 2022 | −19.2% | $211 | −18.2% |
| 2021 | +26.0% | $218 | +28.7% |
| 2020 | +20.5% | $175 | +18.3% |
| 2019 | +31.1% | $171 | +31.2% |
| 2018 (part) | −14.2% | $60 | −13.0% |
"Paid out" is what your holding received that year. Month-end prices; no costs or taxes.
Key facts: FZROX total return
Data as of · Source: SmarterDividends data
- $10,000 invested in FZROX at the end of Aug 2018, with distributions reinvested, was worth $28,314 at the end of Oct 2026: 13.6% a year, against $29,475 (14.2% a year) in the S&P 500.
- Over the 5 years to Oct 2026, FZROX returned 11.2% a year with distributions reinvested (S&P 500: 12.0%).
- Taking FZROX's distributions as cash instead of reinvesting them, the same $10,000 ended at $27,149, including $1,489 of cash received; reinvesting added $1,165.
- FZROX's best calendar year in that time was 2019 (31.1%) and its worst 2022 (-19.2%), with distributions reinvested.
Cite this page
SmarterDividends, "FZROX Total Return Calculator," updated Nov 6, 2026, https://smarterdividends.com/stocks/FZROX/total-return
FZROX total return questions
What is FZROX's total return since Aug 2018?
183% in total, or 13.6% a year, through Oct 2026 with distributions reinvested. The share price alone rose 157%.
How much of FZROX's return came from distributions?
About 10% of its yearly return since Aug 2018. Reinvesting them, rather than taking cash, left you $1,165 better off on a $10,000 start.
What was FZROX's worst year?
2022, at -19.2% with distributions reinvested (S&P 500: -18.2%). Its deepest fall from a peak, on month-end values, was -24.7%.
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.