HDV Total Return Calculator
$10,000 since Mar 2011, with and without reinvesting · data through Oct 2026
$10,000 invested in HDV ten years ago, at the end of Oct 2016, was worth $28,116 at the end of Oct 2026 with every distribution reinvested: 10.9% a year, against $41,633 in the S&P 500. Since Mar 2011, $10,000 became $53,060 reinvested (11.3% a year), or $40,558 taking the distributions as cash, $9,947 of it paid out along the way.
HDV became
$53,060
S&P 500: $74,772
Return a year
11.3%
S&P 500: 13.8%
Payouts reinvested
$13,641
bought more shares
Worst drop
-26.0%
S&P 500: -23.9%
$10,000, Mar 2011 to Oct 2026
Payouts reinvested · S&P 500 reinvested
| Year | HDV total return | Paid out | S&P 500 |
|---|---|---|---|
| 2026 (part) | +30.9% | $1,207 | +11.7% |
| 2025 | +11.9% | $1,294 | +17.7% |
| 2024 | +14.2% | $1,339 | +24.9% |
| 2023 | +1.7% | $1,214 | +26.2% |
| 2022 | +7.0% | $1,099 | −18.2% |
| 2021 | +19.6% | $1,030 | +28.7% |
| 2020 | −6.5% | $991 | +18.3% |
| 2019 | +20.2% | $845 | +31.2% |
| 2018 | −3.0% | $799 | −4.6% |
| 2017 | +13.3% | $722 | +21.7% |
| 2016 | +15.8% | $671 | +12.0% |
| 2015 | −0.3% | $675 | +1.2% |
| 2014 | +12.6% | $554 | +13.5% |
| 2013 | +23.7% | $505 | +32.3% |
| 2012 | +9.6% | $446 | +16.0% |
| 2011 (part) | +12.0% | $252 | −3.8% |
"Paid out" is what your holding received that year. Month-end prices; no costs or taxes.
Key facts: HDV total return
Data as of · Source: SmarterDividends data
- $10,000 invested in HDV at the end of Mar 2011, with distributions reinvested, was worth $53,060 at the end of Oct 2026: 11.3% a year, against $74,772 (13.8% a year) in the S&P 500.
- Over the 10 years to Oct 2026, HDV turned $10,000 into $28,116 with distributions reinvested, 10.9% a year.
- Over the 5 years to Oct 2026, HDV returned 13.6% a year with distributions reinvested (S&P 500: 12.0%).
- Taking HDV's distributions as cash instead of reinvesting them, the same $10,000 ended at $40,558, including $9,947 of cash received; reinvesting added $12,502.
- HDV's best calendar year in that time was 2013 (23.7%) and its worst 2020 (-6.5%), with distributions reinvested.
Cite this page
SmarterDividends, "HDV Total Return Calculator," updated Nov 5, 2026, https://smarterdividends.com/stocks/HDV/total-return
HDV total return questions
If I invested $10,000 in HDV 10 years ago, how much would I have?
About $28,116 at the end of Oct 2026, with every distribution reinvested: 10.9% a year. Taking them as cash, you'd have shares worth $19,571 or so plus the cash you received. The same $10,000 in the S&P 500 became $41,633.
What is HDV's total return since Mar 2011?
431% in total, or 11.3% a year, through Oct 2026 with distributions reinvested. The share price alone rose 206%.
How much of HDV's return came from distributions?
About 34% of its yearly return since Mar 2011. Reinvesting them, rather than taking cash, left you $12,502 better off on a $10,000 start.
What was HDV's worst year?
2020, at -6.5% with distributions reinvested (S&P 500: 18.3%). Its deepest fall from a peak, on month-end values, was -26.0%.
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.