IJH Total Return Calculator
$10,000 since Dec 2007, with and without reinvesting · data through Oct 2026
$10,000 invested in IJH ten years ago, at the end of Oct 2016, was worth $28,204 at the end of Oct 2026 with every distribution reinvested: 10.9% a year, against $41,633 in the S&P 500. Since Dec 2007, $10,000 became $56,713 reinvested (9.7% a year), or $49,020 taking the distributions as cash, $5,859 of it paid out along the way.
IJH became
$56,713
S&P 500: $72,756
Return a year
9.7%
S&P 500: 11.1%
Payouts reinvested
$6,956
bought more shares
Worst drop
-48.0%
S&P 500: -48.2%
$10,000, Dec 2007 to Oct 2026
Payouts reinvested · S&P 500 reinvested
| Year | IJH total return | Paid out | S&P 500 |
|---|---|---|---|
| 2026 (part) | +12.0% | $449 | +11.7% |
| 2025 | +7.4% | $688 | +17.7% |
| 2024 | +13.9% | $632 | +24.9% |
| 2023 | +16.4% | $622 | +26.2% |
| 2022 | −13.1% | $581 | −18.2% |
| 2021 | +24.7% | $491 | +28.7% |
| 2020 | +13.6% | $435 | +18.3% |
| 2019 | +26.1% | $477 | +31.2% |
| 2018 | −11.2% | $395 | −4.6% |
| 2017 | +16.3% | $315 | +21.7% |
| 2016 | +20.7% | $351 | +12.0% |
| 2015 | −2.3% | $296 | +1.2% |
| 2014 | +9.7% | $253 | +13.5% |
| 2013 | +33.5% | $236 | +32.3% |
| 2012 | +17.7% | $187 | +16.0% |
| 2011 | −2.2% | $145 | +1.9% |
| 2010 | +26.7% | $124 | +15.1% |
| 2009 | +37.9% | $128 | +26.4% |
| 2008 | −36.1% | $152 | −36.8% |
"Paid out" is what your holding received that year. Month-end prices; no costs or taxes.
Key facts: IJH total return
Data as of · Source: SmarterDividends data
- $10,000 invested in IJH at the end of Dec 2007, with distributions reinvested, was worth $56,713 at the end of Oct 2026: 9.7% a year, against $72,756 (11.1% a year) in the S&P 500.
- Over the 10 years to Oct 2026, IJH turned $10,000 into $28,204 with distributions reinvested, 10.9% a year.
- Over the 5 years to Oct 2026, IJH returned 7.2% a year with distributions reinvested (S&P 500: 12.0%).
- Taking IJH's distributions as cash instead of reinvesting them, the same $10,000 ended at $49,020, including $5,859 of cash received; reinvesting added $7,693.
- IJH's best calendar year in that time was 2009 (37.9%) and its worst 2008 (-36.1%), with distributions reinvested.
Cite this page
SmarterDividends, "IJH Total Return Calculator," updated Nov 5, 2026, https://smarterdividends.com/stocks/IJH/total-return
IJH total return questions
If I invested $10,000 in IJH 10 years ago, how much would I have?
About $28,204 at the end of Oct 2026, with every distribution reinvested: 10.9% a year. Taking them as cash, you'd have shares worth $24,354 or so plus the cash you received. The same $10,000 in the S&P 500 became $41,633.
What is IJH's total return since Dec 2007?
467% in total, or 9.7% a year, through Oct 2026 with distributions reinvested. The share price alone rose 332%.
How much of IJH's return came from distributions?
About 16% of its yearly return since Dec 2007. Reinvesting them, rather than taking cash, left you $7,693 better off on a $10,000 start.
What was IJH's worst year?
2008, at -36.1% with distributions reinvested (S&P 500: -36.8%). Its deepest fall from a peak, on month-end values, was -48.0%.
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.