LVHD Total Return Calculator
$10,000 since Dec 2015, with and without reinvesting · data through Oct 2026
$10,000 invested in LVHD ten years ago, at the end of Oct 2016, was worth $22,750 at the end of Oct 2026 with every distribution reinvested: 8.6% a year, against $41,633 in the S&P 500. Since Dec 2015, $10,000 became $25,637 reinvested (9.1% a year), or $23,124 taking the distributions as cash, $4,915 of it paid out along the way.
LVHD became
$25,637
S&P 500: $44,078
Return a year
9.1%
S&P 500: 14.7%
Payouts reinvested
$5,902
bought more shares
Worst drop
-24.3%
S&P 500: -23.9%
$10,000, Dec 2015 to Oct 2026
Payouts reinvested · S&P 500 reinvested
| Year | LVHD total return | Paid out | S&P 500 |
|---|---|---|---|
| 2026 (part) | +15.5% | $442 | +11.7% |
| 2025 | +7.5% | $745 | +17.7% |
| 2024 | +10.2% | $894 | +24.9% |
| 2023 | −0.9% | $661 | +26.2% |
| 2022 | −1.8% | $627 | −18.2% |
| 2021 | +26.9% | $493 | +28.7% |
| 2020 | −1.3% | $515 | +18.3% |
| 2019 | +23.0% | $518 | +31.2% |
| 2018 | −5.6% | $477 | −4.6% |
| 2017 | +12.4% | $234 | +21.7% |
| 2016 | +17.8% | $295 | +12.0% |
"Paid out" is what your holding received that year. Month-end prices; no costs or taxes.
Key facts: LVHD total return
Data as of · Source: SmarterDividends data
- $10,000 invested in LVHD at the end of Dec 2015, with distributions reinvested, was worth $25,637 at the end of Oct 2026: 9.1% a year, against $44,078 (14.7% a year) in the S&P 500.
- Over the 10 years to Oct 2026, LVHD turned $10,000 into $22,750 with distributions reinvested, 8.6% a year.
- Over the 5 years to Oct 2026, LVHD returned 7.6% a year with distributions reinvested (S&P 500: 12.0%).
- Taking LVHD's distributions as cash instead of reinvesting them, the same $10,000 ended at $23,124, including $4,915 of cash received; reinvesting added $2,513.
- LVHD's best calendar year in that time was 2021 (26.9%) and its worst 2018 (-5.6%), with distributions reinvested.
Cite this page
SmarterDividends, "LVHD Total Return Calculator," updated Nov 5, 2026, https://smarterdividends.com/stocks/LVHD/total-return
LVHD total return questions
If I invested $10,000 in LVHD 10 years ago, how much would I have?
About $22,750 at the end of Oct 2026, with every distribution reinvested: 8.6% a year. Taking them as cash, you'd have shares worth $16,443 or so plus the cash you received. The same $10,000 in the S&P 500 became $41,633.
What is LVHD's total return since Dec 2015?
156% in total, or 9.1% a year, through Oct 2026 with distributions reinvested. The share price alone rose 82%.
How much of LVHD's return came from distributions?
About 37% of its yearly return since Dec 2015. Reinvesting them, rather than taking cash, left you $2,513 better off on a $10,000 start.
What was LVHD's worst year?
2018, at -5.6% with distributions reinvested (S&P 500: -4.6%). Its deepest fall from a peak, on month-end values, was -24.3%.
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.