IEF Total Return Calculator
$10,000 since Dec 2007, with and without reinvesting · data through Oct 2026
$10,000 invested in IEF ten years ago, at the end of Oct 2016, was worth $10,564 at the end of Oct 2026 with every distribution reinvested: 0.5% a year, against $41,633 in the S&P 500. Since Dec 2007, $10,000 became $16,746 reinvested (2.8% a year), or $15,846 taking the distributions as cash, $5,300 of it paid out along the way.
IEF became
$16,746
S&P 500: $72,756
Return a year
2.8%
S&P 500: 11.1%
Payouts reinvested
$6,733
bought more shares
Worst drop
-23.2%
S&P 500: -48.2%
$10,000, Dec 2007 to Oct 2026
Payouts reinvested · S&P 500 reinvested
| Year | IEF total return | Paid out | S&P 500 |
|---|---|---|---|
| 2026 (part) | −1.7% | $504 | +11.7% |
| 2025 | +8.0% | $631 | +17.7% |
| 2024 | −0.6% | $560 | +24.9% |
| 2023 | +3.6% | $456 | +26.2% |
| 2022 | −15.2% | $294 | −18.2% |
| 2021 | −3.3% | $149 | +28.7% |
| 2020 | +10.0% | $203 | +18.3% |
| 2019 | +8.0% | $350 | +31.2% |
| 2018 | +1.0% | $350 | −4.6% |
| 2017 | +2.6% | $282 | +21.7% |
| 2016 | +1.0% | $271 | +12.0% |
| 2015 | +1.5% | $281 | +1.2% |
| 2014 | +9.1% | $303 | +13.5% |
| 2013 | −6.1% | $238 | +32.3% |
| 2012 | +3.7% | $256 | +16.0% |
| 2011 | +15.7% | $356 | +1.9% |
| 2010 | +9.4% | $385 | +15.1% |
| 2009 | −6.6% | $428 | +26.4% |
| 2008 | +17.9% | $434 | −36.8% |
"Paid out" is what your holding received that year. Month-end prices; no costs or taxes.
Key facts: IEF total return
Data as of · Source: SmarterDividends data
- $10,000 invested in IEF at the end of Dec 2007, with distributions reinvested, was worth $16,746 at the end of Oct 2026: 2.8% a year, against $72,756 (11.1% a year) in the S&P 500.
- Over the 10 years to Oct 2026, IEF turned $10,000 into $10,564 with distributions reinvested, 0.5% a year.
- Over the 5 years to Oct 2026, IEF returned -1.4% a year with distributions reinvested (S&P 500: 12.0%).
- Taking IEF's distributions as cash instead of reinvesting them, the same $10,000 ended at $15,846, including $5,300 of cash received; reinvesting added $900.
- IEF's best calendar year in that time was 2008 (17.9%) and its worst 2022 (-15.2%), with distributions reinvested.
Cite this page
SmarterDividends, "IEF Total Return Calculator," updated Nov 5, 2026, https://smarterdividends.com/stocks/IEF/total-return
IEF total return questions
If I invested $10,000 in IEF 10 years ago, how much would I have?
About $10,564 at the end of Oct 2026, with every distribution reinvested: 0.5% a year. Taking them as cash, you'd have shares worth $8,337 or so plus the cash you received. The same $10,000 in the S&P 500 became $41,633.
What is IEF's total return since Dec 2007?
67% in total, or 2.8% a year, through Oct 2026 with distributions reinvested. The share price alone rose 5%.
How much of IEF's return came from distributions?
About 90% of its yearly return since Dec 2007. Reinvesting them, rather than taking cash, left you $900 better off on a $10,000 start.
What was IEF's worst year?
2022, at -15.2% with distributions reinvested (S&P 500: -18.2%). Its deepest fall from a peak, on month-end values, was -23.2%.
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.