IVW Total Return Calculator
$10,000 since Dec 2007, with and without reinvesting · data through Oct 2026
$10,000 invested in IVW ten years ago, at the end of Oct 2016, was worth $49,635 at the end of Oct 2026 with every distribution reinvested: 17.4% a year, against $41,633 in the S&P 500. Since Dec 2007, $10,000 became $97,083 reinvested (12.8% a year), or $81,874 taking the distributions as cash, $4,863 of it paid out along the way.
IVW became
$97,083
S&P 500: $72,756
Return a year
12.8%
S&P 500: 11.1%
Payouts reinvested
$5,679
bought more shares
Worst drop
-43.4%
S&P 500: -48.2%
$10,000, Dec 2007 to Oct 2026
Payouts reinvested · S&P 500 reinvested
| Year | IVW total return | Paid out | S&P 500 |
|---|---|---|---|
| 2026 (part) | +9.4% | $262 | +11.7% |
| 2025 | +22.0% | $369 | +17.7% |
| 2024 | +35.8% | $320 | +24.9% |
| 2023 | +29.8% | $571 | +26.2% |
| 2022 | −29.5% | $367 | −18.2% |
| 2021 | +31.8% | $284 | +28.7% |
| 2020 | +33.2% | $389 | +18.3% |
| 2019 | +30.8% | $552 | +31.2% |
| 2018 | −0.2% | $329 | −4.6% |
| 2017 | +27.3% | $343 | +21.7% |
| 2016 | +6.8% | $303 | +12.0% |
| 2015 | +5.4% | $291 | +1.2% |
| 2014 | +14.7% | $261 | +13.5% |
| 2013 | +32.5% | $245 | +32.3% |
| 2012 | +14.3% | $215 | +16.0% |
| 2011 | +4.4% | $176 | +1.9% |
| 2010 | +14.9% | $151 | +15.1% |
| 2009 | +31.2% | $130 | +26.4% |
| 2008 | −34.8% | $121 | −36.8% |
"Paid out" is what your holding received that year. Month-end prices; no costs or taxes.
Key facts: IVW total return
Data as of · Source: SmarterDividends data
- $10,000 invested in IVW at the end of Dec 2007, with distributions reinvested, was worth $97,083 at the end of Oct 2026: 12.8% a year, against $72,756 (11.1% a year) in the S&P 500.
- Over the 10 years to Oct 2026, IVW turned $10,000 into $49,635 with distributions reinvested, 17.4% a year.
- Over the 5 years to Oct 2026, IVW returned 11.5% a year with distributions reinvested (S&P 500: 12.0%).
- Taking IVW's distributions as cash instead of reinvesting them, the same $10,000 ended at $81,874, including $4,863 of cash received; reinvesting added $15,210.
- IVW's best calendar year in that time was 2024 (35.8%) and its worst 2008 (-34.8%), with distributions reinvested.
Cite this page
SmarterDividends, "IVW Total Return Calculator," updated Nov 5, 2026, https://smarterdividends.com/stocks/IVW/total-return
IVW total return questions
If I invested $10,000 in IVW 10 years ago, how much would I have?
About $49,635 at the end of Oct 2026, with every distribution reinvested: 17.4% a year. Taking them as cash, you'd have shares worth $45,151 or so plus the cash you received. The same $10,000 in the S&P 500 became $41,633.
What is IVW's total return since Dec 2007?
871% in total, or 12.8% a year, through Oct 2026 with distributions reinvested. The share price alone rose 670%.
How much of IVW's return came from distributions?
About 11% of its yearly return since Dec 2007. Reinvesting them, rather than taking cash, left you $15,210 better off on a $10,000 start.
What was IVW's worst year?
2008, at -34.8% with distributions reinvested (S&P 500: -36.8%). Its deepest fall from a peak, on month-end values, was -43.4%.
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.