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GRF

Eagle Capital Growth Fund (GRF) Total Return Calculator

$10,000 since Dec 2007, with and without reinvesting · data through Oct 2026

$10,000 invested in Eagle Capital Growth Fund (GRF) ten years ago, at the end of Oct 2016, was worth $27,174 at the end of Oct 2026 with every dividend reinvested: 10.5% a year, against $41,633 in the S&P 500. Since Dec 2007, $10,000 became $45,455 reinvested (8.4% a year), or $26,420 taking the dividends as cash, $14,074 of it paid out along the way.

Payouts
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GRF became

$45,455

S&P 500: $72,756

Return a year

8.4%

S&P 500: 11.1%

Payouts reinvested

$28,648

bought more shares

Worst drop

-49.5%

S&P 500: -48.2%

$10,000, Dec 2007 to Oct 2026

Payouts reinvested · S&P 500 reinvested

YearGRF total returnPaid outS&P 500
2026 (part)−6.5%$0+11.7%
2025+19.2%$3,626+17.7%
2024+10.2%$2,843+24.9%
2023+15.0%$1,461+26.2%
2022−6.5%$1,354−18.2%
2021+31.8%$3,025+28.7%
2020+6.9%$1,886+18.3%
2019+18.0%$1,652+31.2%
2018−2.1%$1,353−4.6%
2017+15.1%$1,382+21.7%
2016+11.9%$2,574+12.0%
2015−6.7%$1,118+1.2%
2014+11.2%$875+13.5%
2013+30.7%$1,932+32.3%
2012+6.8%$677+16.0%
2011+20.8%$1,534+1.9%
2010+8.9%$543+15.1%
2009+28.4%$199+26.4%
2008−32.7%$615−36.8%

"Paid out" is what your holding received that year. Month-end prices; no costs or taxes.

Key facts: GRF total return

Data as of · Source: SmarterDividends data

  • $10,000 invested in Eagle Capital Growth Fund (GRF) at the end of Dec 2007, with dividends reinvested, was worth $45,455 at the end of Oct 2026: 8.4% a year, against $72,756 (11.1% a year) in the S&P 500.
  • Over the 10 years to Oct 2026, GRF turned $10,000 into $27,174 with dividends reinvested, 10.5% a year.
  • Over the 5 years to Oct 2026, GRF returned 8.4% a year with dividends reinvested (S&P 500: 12.0%).
  • Taking GRF's dividends as cash instead of reinvesting them, the same $10,000 ended at $26,420, including $14,074 of cash received; reinvesting added $19,035.
  • About 87% of GRF's yearly total return since Dec 2007 came from dividends; the rest came from the share price.
  • GRF's best calendar year in that time was 2021 (31.8%) and its worst 2008 (-32.7%), with dividends reinvested.
Cite this page

SmarterDividends, "Eagle Capital Growth Fund (GRF) Total Return Calculator," updated Nov 8, 2026, https://smarterdividends.com/stocks/GRF/total-return

GRF total return questions

If I invested $10,000 in GRF 10 years ago, how much would I have?

About $27,174 at the end of Oct 2026, with every dividend reinvested: 10.5% a year. Taking them as cash, you'd have shares worth $12,970 or so plus the cash you received. The same $10,000 in the S&P 500 became $41,633.

What is GRF's total return since Dec 2007?

355% in total, or 8.4% a year, through Oct 2026 with dividends reinvested. The share price alone rose 23%.

How much of GRF's return came from dividends?

About 87% of its yearly return since Dec 2007. Reinvesting them, rather than taking cash, left you $19,035 better off on a $10,000 start.

What was GRF's worst year?

2008, at -32.7% with dividends reinvested (S&P 500: -36.8%). Its deepest fall from a peak, on month-end values, was -49.5%.

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.