KLIP Total Return Calculator
$10,000 since Jan 2023, with and without reinvesting · data through Oct 2026
Since Jan 2023, $10,000 became $11,272 reinvested (3.2% a year), or $10,897 taking the distributions as cash, $8,070 of it paid out along the way.
KLIP became
$11,272
S&P 500: $19,492
Return a year
3.2%
S&P 500: 19.5%
Payouts reinvested
$15,206
bought more shares
Worst drop
-20.1%
S&P 500: -8.3%
$10,000, Jan 2023 to Oct 2026
Payouts reinvested · S&P 500 reinvested
| Year | KLIP total return | Paid out | S&P 500 |
|---|---|---|---|
| 2026 (part) | −16.1% | $2,468 | +11.7% |
| 2025 | +18.0% | $3,067 | +17.7% |
| 2024 | +3.4% | $4,809 | +24.9% |
| 2023 (part) | +10.1% | $4,863 | +18.7% |
"Paid out" is what your holding received that year. Month-end prices; no costs or taxes.
Key facts: KLIP total return
Data as of · Source: SmarterDividends data
- $10,000 invested in KLIP at the end of Jan 2023, with distributions reinvested, was worth $11,272 at the end of Oct 2026: 3.2% a year, against $19,492 (19.5% a year) in the S&P 500.
- Taking KLIP's distributions as cash instead of reinvesting them, the same $10,000 ended at $10,897, including $8,070 of cash received; reinvesting added $375.
- KLIP's best calendar year in that time was 2025 (18.0%) and its worst 2024 (3.4%), with distributions reinvested.
Cite this page
SmarterDividends, "KLIP Total Return Calculator," updated Nov 5, 2026, https://smarterdividends.com/stocks/KLIP/total-return
KLIP total return questions
What is KLIP's total return since Jan 2023?
13% in total, or 3.2% a year, through Oct 2026 with distributions reinvested. The share price alone fell 72%.
How much of KLIP's return came from distributions?
About 100% of its yearly return since Jan 2023. Reinvesting them, rather than taking cash, left you $375 better off on a $10,000 start.
What was KLIP's worst year?
2024, at 3.4% with distributions reinvested (S&P 500: 24.9%). Its deepest fall from a peak, on month-end values, was -20.1%.
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.