Strats Trust Wal Mart Stores STRT CTF 05-4 (GJO) Total Return Calculator
$10,000 since Dec 2007, with and without reinvesting · data through Oct 2026
$10,000 invested in Strats Trust Wal Mart Stores STRT CTF 05-4 (GJO) ten years ago, at the end of Oct 2016, was worth $17,096 at the end of Oct 2026 with every dividend reinvested: 5.5% a year, against $41,633 in the S&P 500. Since Dec 2007, $10,000 became $20,273 reinvested (3.8% a year), or $18,051 taking the dividends as cash, $5,526 of it paid out along the way.
GJO became
$20,273
S&P 500: $72,756
Return a year
3.8%
S&P 500: 11.1%
Payouts reinvested
$7,192
bought more shares
Worst drop
-18.5%
S&P 500: -48.2%
$10,000, Dec 2007 to Oct 2026
Payouts reinvested · S&P 500 reinvested
| Year | GJO total return | Paid out | S&P 500 |
|---|---|---|---|
| 2026 (part) | +2.0% | $751 | +11.7% |
| 2025 | +5.6% | $971 | +17.7% |
| 2024 | +5.2% | $1,092 | +24.9% |
| 2023 | +11.9% | $1,010 | +26.2% |
| 2022 | +1.9% | $408 | −18.2% |
| 2021 | +1.8% | $109 | +28.7% |
| 2020 | +2.3% | $202 | +18.3% |
| 2019 | +7.5% | $467 | +31.2% |
| 2018 | +4.4% | $410 | −4.6% |
| 2017 | +13.4% | $251 | +21.7% |
| 2016 | +0.8% | $181 | +12.0% |
| 2015 | +2.9% | $111 | +1.2% |
| 2014 | +10.1% | $103 | +13.5% |
| 2013 | −0.4% | $113 | +32.3% |
| 2012 | +2.4% | $135 | +16.0% |
| 2011 | +3.0% | $115 | +1.9% |
| 2010 | +0.6% | $109 | +15.1% |
| 2009 | +8.3% | $185 | +26.4% |
| 2008 | −9.4% | $471 | −36.8% |
"Paid out" is what your holding received that year. Month-end prices; no costs or taxes.
Key facts: GJO total return
Data as of · Source: SmarterDividends data
- $10,000 invested in Strats Trust Wal Mart Stores STRT CTF 05-4 (GJO) at the end of Dec 2007, with dividends reinvested, was worth $20,273 at the end of Oct 2026: 3.8% a year, against $72,756 (11.1% a year) in the S&P 500.
- Over the 10 years to Oct 2026, GJO turned $10,000 into $17,096 with dividends reinvested, 5.5% a year.
- Over the 5 years to Oct 2026, GJO returned 5.3% a year with dividends reinvested (S&P 500: 12.0%).
- Taking GJO's dividends as cash instead of reinvesting them, the same $10,000 ended at $18,051, including $5,526 of cash received; reinvesting added $2,221.
- GJO's best calendar year in that time was 2017 (13.4%) and its worst 2008 (-9.4%), with dividends reinvested.
Cite this page
SmarterDividends, "Strats Trust Wal Mart Stores STRT CTF 05-4 (GJO) Total Return Calculator," updated Nov 5, 2026, https://smarterdividends.com/stocks/GJO/total-return
GJO total return questions
If I invested $10,000 in GJO 10 years ago, how much would I have?
About $17,096 at the end of Oct 2026, with every dividend reinvested: 5.5% a year. Taking them as cash, you'd have shares worth $12,214 or so plus the cash you received. The same $10,000 in the S&P 500 became $41,633.
What is GJO's total return since Dec 2007?
103% in total, or 3.8% a year, through Oct 2026 with dividends reinvested. The share price alone rose 25%.
How much of GJO's return came from dividends?
About 69% of its yearly return since Dec 2007. Reinvesting them, rather than taking cash, left you $2,221 better off on a $10,000 start.
What was GJO's worst year?
2008, at -9.4% with dividends reinvested (S&P 500: -36.8%). Its deepest fall from a peak, on month-end values, was -18.5%.
How is total return calculated here?
From month-end prices: the adjusted price counts every dividend 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.