IDV Total Return Calculator
$10,000 since Dec 2007, with and without reinvesting · data through Oct 2026
$10,000 invested in IDV ten years ago, at the end of Oct 2016, was worth $26,334 at the end of Oct 2026 with every distribution reinvested: 10.2% a year, against $41,633 in the S&P 500. Since Dec 2007, $10,000 became $26,366 reinvested (5.3% a year), or $16,413 taking the distributions as cash, $7,174 of it paid out along the way.
IDV became
$26,366
S&P 500: $72,756
Return a year
5.3%
S&P 500: 11.1%
Payouts reinvested
$12,564
bought more shares
Worst drop
-61.5%
S&P 500: -48.2%
$10,000, Dec 2007 to Oct 2026
Payouts reinvested · S&P 500 reinvested
| Year | IDV total return | Paid out | S&P 500 |
|---|---|---|---|
| 2026 (part) | +13.0% | $1,064 | +11.7% |
| 2025 | +52.2% | $1,138 | +17.7% |
| 2024 | +4.0% | $946 | +24.9% |
| 2023 | +10.3% | $929 | +26.2% |
| 2022 | −6.5% | $893 | −18.2% |
| 2021 | +12.1% | $812 | +28.7% |
| 2020 | −5.9% | $710 | +18.3% |
| 2019 | +23.6% | $689 | +31.2% |
| 2018 | −10.4% | $634 | −4.6% |
| 2017 | +19.7% | $549 | +21.7% |
| 2016 | +7.9% | $479 | +12.0% |
| 2015 | −10.6% | $474 | +1.2% |
| 2014 | −6.3% | $630 | +13.5% |
| 2013 | +18.6% | $508 | +32.3% |
| 2012 | +19.5% | $452 | +16.0% |
| 2011 | −7.2% | $430 | +1.9% |
| 2010 | +11.9% | $336 | +15.1% |
| 2009 | +60.6% | $266 | +26.4% |
| 2008 | −52.1% | $626 | −36.8% |
"Paid out" is what your holding received that year. Month-end prices; no costs or taxes.
Key facts: IDV total return
Data as of · Source: SmarterDividends data
- $10,000 invested in IDV at the end of Dec 2007, with distributions reinvested, was worth $26,366 at the end of Oct 2026: 5.3% a year, against $72,756 (11.1% a year) in the S&P 500.
- Over the 10 years to Oct 2026, IDV turned $10,000 into $26,334 with distributions reinvested, 10.2% a year.
- Over the 5 years to Oct 2026, IDV returned 13.2% a year with distributions reinvested (S&P 500: 12.0%).
- Taking IDV's distributions as cash instead of reinvesting them, the same $10,000 ended at $16,413, including $7,174 of cash received; reinvesting added $9,953.
- IDV's best calendar year in that time was 2009 (60.6%) and its worst 2008 (-52.1%), with distributions reinvested.
Cite this page
SmarterDividends, "IDV Total Return Calculator," updated Nov 5, 2026, https://smarterdividends.com/stocks/IDV/total-return
IDV total return questions
If I invested $10,000 in IDV 10 years ago, how much would I have?
About $26,334 at the end of Oct 2026, with every distribution reinvested: 10.2% a year. Taking them as cash, you'd have shares worth $14,687 or so plus the cash you received. The same $10,000 in the S&P 500 became $41,633.
What is IDV's total return since Dec 2007?
164% in total, or 5.3% a year, through Oct 2026 with distributions reinvested. The share price alone fell 8%.
How much of IDV's return came from distributions?
About 100% of its yearly return since Dec 2007. Reinvesting them, rather than taking cash, left you $9,953 better off on a $10,000 start.
What was IDV's worst year?
2008, at -52.1% with distributions reinvested (S&P 500: -36.8%). Its deepest fall from a peak, on month-end values, was -61.5%.
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.