HYG Total Return Calculator
$10,000 since Dec 2007, with and without reinvesting · data through Oct 2026
$10,000 invested in HYG ten years ago, at the end of Oct 2016, was worth $15,299 at the end of Oct 2026 with every distribution reinvested: 4.3% a year, against $41,633 in the S&P 500. Since Dec 2007, $10,000 became $24,642 reinvested (4.9% a year), or $17,542 taking the distributions as cash, $9,855 of it paid out along the way.
HYG became
$24,642
S&P 500: $72,756
Return a year
4.9%
S&P 500: 11.1%
Payouts reinvested
$18,392
bought more shares
Worst drop
-29.8%
S&P 500: -48.2%
$10,000, Dec 2007 to Oct 2026
Payouts reinvested · S&P 500 reinvested
| Year | HYG total return | Paid out | S&P 500 |
|---|---|---|---|
| 2026 (part) | +0.4% | $1,098 | +11.7% |
| 2025 | +8.6% | $1,367 | +17.7% |
| 2024 | +8.0% | $1,323 | +24.9% |
| 2023 | +11.5% | $1,173 | +26.2% |
| 2022 | −11.0% | $959 | −18.2% |
| 2021 | +3.8% | $834 | +28.7% |
| 2020 | +4.5% | $971 | +18.3% |
| 2019 | +14.1% | $952 | +31.2% |
| 2018 | −2.0% | $915 | −4.6% |
| 2017 | +6.1% | $869 | +21.7% |
| 2016 | +13.4% | $852 | +12.0% |
| 2015 | −5.0% | $825 | +1.2% |
| 2014 | +1.9% | $842 | +13.5% |
| 2013 | +5.7% | $886 | +32.3% |
| 2012 | +11.7% | $908 | +16.0% |
| 2011 | +6.8% | $919 | +1.9% |
| 2010 | +11.9% | $945 | +15.1% |
| 2009 | +28.5% | $975 | +26.4% |
| 2008 | −17.6% | $780 | −36.8% |
"Paid out" is what your holding received that year. Month-end prices; no costs or taxes.
Key facts: HYG total return
Data as of · Source: SmarterDividends data
- $10,000 invested in HYG at the end of Dec 2007, with distributions reinvested, was worth $24,642 at the end of Oct 2026: 4.9% a year, against $72,756 (11.1% a year) in the S&P 500.
- Over the 10 years to Oct 2026, HYG turned $10,000 into $15,299 with distributions reinvested, 4.3% a year.
- Over the 5 years to Oct 2026, HYG returned 3.4% a year with distributions reinvested (S&P 500: 12.0%).
- Taking HYG's distributions as cash instead of reinvesting them, the same $10,000 ended at $17,542, including $9,855 of cash received; reinvesting added $7,099.
- HYG's best calendar year in that time was 2009 (28.5%) and its worst 2008 (-17.6%), with distributions reinvested.
Cite this page
SmarterDividends, "HYG Total Return Calculator," updated Nov 5, 2026, https://smarterdividends.com/stocks/HYG/total-return
HYG total return questions
If I invested $10,000 in HYG 10 years ago, how much would I have?
About $15,299 at the end of Oct 2026, with every distribution reinvested: 4.3% a year. Taking them as cash, you'd have shares worth $9,001 or so plus the cash you received. The same $10,000 in the S&P 500 became $41,633.
What is HYG's total return since Dec 2007?
146% in total, or 4.9% a year, through Oct 2026 with distributions reinvested. The share price alone fell 23%.
How much of HYG's return came from distributions?
About 100% of its yearly return since Dec 2007. Reinvesting them, rather than taking cash, left you $7,099 better off on a $10,000 start.
What was HYG's worst year?
2008, at -17.6% with distributions reinvested (S&P 500: -36.8%). Its deepest fall from a peak, on month-end values, was -29.8%.
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.