IJR Total Return Calculator
$10,000 since Dec 2007, with and without reinvesting · data through Oct 2026
$10,000 invested in IJR ten years ago, at the end of Oct 2016, was worth $27,427 at the end of Oct 2026 with every distribution reinvested: 10.6% a year, against $41,633 in the S&P 500. Since Dec 2007, $10,000 became $56,004 reinvested (9.6% a year), or $49,038 taking the distributions as cash, $5,885 of it paid out along the way.
IJR became
$56,004
S&P 500: $72,756
Return a year
9.6%
S&P 500: 11.1%
Payouts reinvested
$6,922
bought more shares
Worst drop
-46.9%
S&P 500: -48.2%
$10,000, Dec 2007 to Oct 2026
Payouts reinvested · S&P 500 reinvested
| Year | IJR total return | Paid out | S&P 500 |
|---|---|---|---|
| 2026 (part) | +17.7% | $457 | +11.7% |
| 2025 | +5.9% | $675 | +17.7% |
| 2024 | +8.6% | $896 | +24.9% |
| 2023 | +16.1% | $556 | +26.2% |
| 2022 | −16.2% | $486 | −18.2% |
| 2021 | +26.6% | $655 | +28.7% |
| 2020 | +11.3% | $383 | +18.3% |
| 2019 | +22.8% | $439 | +31.2% |
| 2018 | −8.5% | $388 | −4.6% |
| 2017 | +13.2% | $334 | +21.7% |
| 2016 | +26.6% | $286 | +12.0% |
| 2015 | −2.1% | $274 | +1.2% |
| 2014 | +5.8% | $242 | +13.5% |
| 2013 | +41.4% | $192 | +32.3% |
| 2012 | +16.3% | $217 | +16.0% |
| 2011 | +0.8% | $120 | +1.9% |
| 2010 | +26.7% | $121 | +15.1% |
| 2009 | +25.9% | $95 | +26.4% |
| 2008 | −31.5% | $108 | −36.8% |
"Paid out" is what your holding received that year. Month-end prices; no costs or taxes.
Key facts: IJR total return
Data as of · Source: SmarterDividends data
- $10,000 invested in IJR at the end of Dec 2007, with distributions reinvested, was worth $56,004 at the end of Oct 2026: 9.6% a year, against $72,756 (11.1% a year) in the S&P 500.
- Over the 10 years to Oct 2026, IJR turned $10,000 into $27,427 with distributions reinvested, 10.6% a year.
- Over the 5 years to Oct 2026, IJR returned 6.1% a year with distributions reinvested (S&P 500: 12.0%).
- Taking IJR's distributions as cash instead of reinvesting them, the same $10,000 ended at $49,038, including $5,885 of cash received; reinvesting added $6,966.
- IJR's best calendar year in that time was 2013 (41.4%) and its worst 2008 (-31.5%), with distributions reinvested.
Cite this page
SmarterDividends, "IJR Total Return Calculator," updated Nov 5, 2026, https://smarterdividends.com/stocks/IJR/total-return
IJR total return questions
If I invested $10,000 in IJR 10 years ago, how much would I have?
About $27,427 at the end of Oct 2026, with every distribution reinvested: 10.6% a year. Taking them as cash, you'd have shares worth $23,642 or so plus the cash you received. The same $10,000 in the S&P 500 became $41,633.
What is IJR's total return since Dec 2007?
460% in total, or 9.6% a year, through Oct 2026 with distributions reinvested. The share price alone rose 332%.
How much of IJR's return came from distributions?
About 16% of its yearly return since Dec 2007. Reinvesting them, rather than taking cash, left you $6,966 better off on a $10,000 start.
What was IJR's worst year?
2008, at -31.5% with distributions reinvested (S&P 500: -36.8%). Its deepest fall from a peak, on month-end values, was -46.9%.
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.