JAAA Total Return Calculator
$10,000 since Oct 2020, with and without reinvesting · data through Oct 2026
Since Oct 2020, $10,000 became $13,125 reinvested (4.6% a year), or $12,760 taking the distributions as cash, $2,636 of it paid out along the way.
JAAA became
$13,125
S&P 500: $25,093
Return a year
4.6%
S&P 500: 16.6%
Payouts reinvested
$3,003
bought more shares
Worst drop
-2.4%
S&P 500: -23.9%
$10,000, Oct 2020 to Oct 2026
Payouts reinvested · S&P 500 reinvested
| Year | JAAA total return | Paid out | S&P 500 |
|---|---|---|---|
| 2026 (part) | +3.7% | $506 | +11.7% |
| 2025 | +5.2% | $655 | +17.7% |
| 2024 | +7.4% | $743 | +24.9% |
| 2023 | +8.6% | $666 | +26.2% |
| 2022 | +0.5% | $283 | −18.2% |
| 2021 | +1.4% | $124 | +28.7% |
| 2020 (part) | +1.2% | $25 | +15.0% |
"Paid out" is what your holding received that year. Month-end prices; no costs or taxes.
Key facts: JAAA total return
Data as of · Source: SmarterDividends data
- $10,000 invested in JAAA at the end of Oct 2020, with distributions reinvested, was worth $13,125 at the end of Oct 2026: 4.6% a year, against $25,093 (16.6% a year) in the S&P 500.
- Over the 5 years to Oct 2026, JAAA returned 5.1% a year with distributions reinvested (S&P 500: 12.0%).
- Taking JAAA's distributions as cash instead of reinvesting them, the same $10,000 ended at $12,760, including $2,636 of cash received; reinvesting added $365.
- JAAA's best calendar year in that time was 2023 (8.6%) and its worst 2022 (0.5%), with distributions reinvested.
Cite this page
SmarterDividends, "JAAA Total Return Calculator," updated Nov 5, 2026, https://smarterdividends.com/stocks/JAAA/total-return
JAAA total return questions
What is JAAA's total return since Oct 2020?
31% in total, or 4.6% a year, through Oct 2026 with distributions reinvested. The share price alone rose 1%.
How much of JAAA's return came from distributions?
About 96% of its yearly return since Oct 2020. Reinvesting them, rather than taking cash, left you $365 better off on a $10,000 start.
What was JAAA's worst year?
2022, at 0.5% with distributions reinvested (S&P 500: -18.2%). Its deepest fall from a peak, on month-end values, was -2.4%.
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.