IVE Total Return Calculator
$10,000 since Dec 2007, with and without reinvesting · data through Oct 2026
$10,000 invested in IVE ten years ago, at the end of Oct 2016, was worth $31,663 at the end of Oct 2026 with every distribution reinvested: 12.2% a year, against $41,633 in the S&P 500. Since Dec 2007, $10,000 became $48,234 reinvested (8.7% a year), or $37,323 taking the distributions as cash, $5,955 of it paid out along the way.
IVE became
$48,234
S&P 500: $72,756
Return a year
8.7%
S&P 500: 11.1%
Payouts reinvested
$7,813
bought more shares
Worst drop
-53.3%
S&P 500: -48.2%
$10,000, Dec 2007 to Oct 2026
Payouts reinvested · S&P 500 reinvested
| Year | IVE total return | Paid out | S&P 500 |
|---|---|---|---|
| 2026 (part) | +14.3% | $519 | +11.7% |
| 2025 | +13.0% | $681 | +17.7% |
| 2024 | +12.0% | $753 | +24.9% |
| 2023 | +22.1% | $557 | +26.2% |
| 2022 | −5.4% | $554 | −18.2% |
| 2021 | +24.7% | $515 | +28.7% |
| 2020 | +1.2% | $554 | +18.3% |
| 2019 | +31.6% | $484 | +31.2% |
| 2018 | −9.2% | $463 | −4.6% |
| 2017 | +15.2% | $402 | +21.7% |
| 2016 | +17.3% | $372 | +12.0% |
| 2015 | −3.3% | $340 | +1.2% |
| 2014 | +12.2% | $312 | +13.5% |
| 2013 | +31.6% | $267 | +32.3% |
| 2012 | +17.6% | $230 | +16.0% |
| 2011 | −0.7% | $196 | +1.9% |
| 2010 | +15.0% | $175 | +15.1% |
| 2009 | +20.9% | $185 | +26.4% |
| 2008 | −38.9% | $254 | −36.8% |
"Paid out" is what your holding received that year. Month-end prices; no costs or taxes.
Key facts: IVE total return
Data as of · Source: SmarterDividends data
- $10,000 invested in IVE at the end of Dec 2007, with distributions reinvested, was worth $48,234 at the end of Oct 2026: 8.7% a year, against $72,756 (11.1% a year) in the S&P 500.
- Over the 10 years to Oct 2026, IVE turned $10,000 into $31,663 with distributions reinvested, 12.2% a year.
- Over the 5 years to Oct 2026, IVE returned 11.6% a year with distributions reinvested (S&P 500: 12.0%).
- Taking IVE's distributions as cash instead of reinvesting them, the same $10,000 ended at $37,323, including $5,955 of cash received; reinvesting added $10,911.
- IVE's best calendar year in that time was 2013 (31.6%) and its worst 2008 (-38.9%), with distributions reinvested.
Cite this page
SmarterDividends, "IVE Total Return Calculator," updated Nov 5, 2026, https://smarterdividends.com/stocks/IVE/total-return
IVE total return questions
If I invested $10,000 in IVE 10 years ago, how much would I have?
About $31,663 at the end of Oct 2026, with every distribution reinvested: 12.2% a year. Taking them as cash, you'd have shares worth $25,610 or so plus the cash you received. The same $10,000 in the S&P 500 became $41,633.
What is IVE's total return since Dec 2007?
382% in total, or 8.7% a year, through Oct 2026 with distributions reinvested. The share price alone rose 214%.
How much of IVE's return came from distributions?
About 28% of its yearly return since Dec 2007. Reinvesting them, rather than taking cash, left you $10,911 better off on a $10,000 start.
What was IVE's worst year?
2008, at -38.9% with distributions reinvested (S&P 500: -36.8%). Its deepest fall from a peak, on month-end values, was -53.3%.
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.