IDVO Total Return Calculator
$10,000 since Sep 2022, with and without reinvesting · data through Oct 2026
Since Sep 2022, $10,000 became $21,882 reinvested (21.1% a year), or $20,595 taking the distributions as cash, $3,482 of it paid out along the way.
IDVO became
$21,882
S&P 500: $22,284
Return a year
21.1%
S&P 500: 21.7%
Payouts reinvested
$3,983
bought more shares
Worst drop
-7.5%
S&P 500: -8.3%
$10,000, Sep 2022 to Oct 2026
Payouts reinvested · S&P 500 reinvested
| Year | IDVO total return | Paid out | S&P 500 |
|---|---|---|---|
| 2026 (part) | +8.7% | $1,138 | +11.7% |
| 2025 | +36.5% | $1,056 | +17.7% |
| 2024 | +10.1% | $875 | +24.9% |
| 2023 | +17.5% | $746 | +26.2% |
| 2022 (part) | +13.9% | $167 | +7.6% |
"Paid out" is what your holding received that year. Month-end prices; no costs or taxes.
Key facts: IDVO total return
Data as of · Source: SmarterDividends data
- $10,000 invested in IDVO at the end of Sep 2022, with distributions reinvested, was worth $21,882 at the end of Oct 2026: 21.1% a year, against $22,284 (21.7% a year) in the S&P 500.
- Taking IDVO's distributions as cash instead of reinvesting them, the same $10,000 ended at $20,595, including $3,482 of cash received; reinvesting added $1,287.
- IDVO's best calendar year in that time was 2025 (36.5%) and its worst 2024 (10.1%), with distributions reinvested.
Cite this page
SmarterDividends, "IDVO Total Return Calculator," updated Nov 5, 2026, https://smarterdividends.com/stocks/IDVO/total-return
IDVO total return questions
What is IDVO's total return since Sep 2022?
119% in total, or 21.1% a year, through Oct 2026 with distributions reinvested. The share price alone rose 71%.
How much of IDVO's return came from distributions?
About 33% of its yearly return since Sep 2022. Reinvesting them, rather than taking cash, left you $1,287 better off on a $10,000 start.
What was IDVO's worst year?
2024, at 10.1% with distributions reinvested (S&P 500: 24.9%). Its deepest fall from a peak, on month-end values, was -7.5%.
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.