KBWY Total Return Calculator
$10,000 since Dec 2010, with and without reinvesting · data through Oct 2026
$10,000 invested in KBWY ten years ago, at the end of Oct 2016, was worth $10,602 at the end of Oct 2026 with every distribution reinvested: 0.6% a year, against $41,633 in the S&P 500. Since Dec 2010, $10,000 became $19,316 reinvested (4.2% a year), or $17,175 taking the distributions as cash, $10,838 of it paid out along the way.
KBWY became
$19,316
S&P 500: $79,174
Return a year
4.2%
S&P 500: 14.0%
Payouts reinvested
$18,470
bought more shares
Worst drop
-48.4%
S&P 500: -23.9%
$10,000, Dec 2010 to Oct 2026
Payouts reinvested · S&P 500 reinvested
| Year | KBWY total return | Paid out | S&P 500 |
|---|---|---|---|
| 2026 (part) | +14.1% | $1,383 | +11.7% |
| 2025 | −5.3% | $1,587 | +17.7% |
| 2024 | −3.5% | $1,502 | +24.9% |
| 2023 | +12.9% | $1,405 | +26.2% |
| 2022 | −19.0% | $1,179 | −18.2% |
| 2021 | +31.2% | $998 | +28.7% |
| 2020 | −25.8% | $1,515 | +18.3% |
| 2019 | +23.3% | $1,247 | +31.2% |
| 2018 | −18.2% | $1,417 | −4.6% |
| 2017 | +0.8% | $1,441 | +21.7% |
| 2016 | +33.1% | $1,321 | +12.0% |
| 2015 | −8.2% | $851 | +1.2% |
| 2014 | +23.7% | $751 | +13.5% |
| 2013 | +10.8% | $651 | +32.3% |
| 2012 | +28.9% | $610 | +16.0% |
| 2011 | −5.2% | $612 | +1.9% |
"Paid out" is what your holding received that year. Month-end prices; no costs or taxes.
Key facts: KBWY total return
Data as of · Source: SmarterDividends data
- $10,000 invested in KBWY at the end of Dec 2010, with distributions reinvested, was worth $19,316 at the end of Oct 2026: 4.2% a year, against $79,174 (14.0% a year) in the S&P 500.
- Over the 10 years to Oct 2026, KBWY turned $10,000 into $10,602 with distributions reinvested, 0.6% a year.
- Over the 5 years to Oct 2026, KBWY returned 0.6% a year with distributions reinvested (S&P 500: 12.0%).
- Taking KBWY's distributions as cash instead of reinvesting them, the same $10,000 ended at $17,175, including $10,838 of cash received; reinvesting added $2,141.
- KBWY's best calendar year in that time was 2016 (33.1%) and its worst 2020 (-25.8%), with distributions reinvested.
Cite this page
SmarterDividends, "KBWY Total Return Calculator," updated Nov 5, 2026, https://smarterdividends.com/stocks/KBWY/total-return
KBWY total return questions
If I invested $10,000 in KBWY 10 years ago, how much would I have?
About $10,602 at the end of Oct 2026, with every distribution reinvested: 0.6% a year. Taking them as cash, you'd have shares worth $4,828 or so plus the cash you received. The same $10,000 in the S&P 500 became $41,633.
What is KBWY's total return since Dec 2010?
93% in total, or 4.2% a year, through Oct 2026 with distributions reinvested. The share price alone fell 37%.
How much of KBWY's return came from distributions?
About 100% of its yearly return since Dec 2010. Reinvesting them, rather than taking cash, left you $2,141 better off on a $10,000 start.
What was KBWY's worst year?
2020, at -25.8% with distributions reinvested (S&P 500: 18.3%). Its deepest fall from a peak, on month-end values, was -48.4%.
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.