MSFW Total Return Calculator
$10,000 since Jul 2025, with and without reinvesting · data through Oct 2026
Since Jul 2025, $10,000 became $9,325 reinvested (-5.4% a year), or $9,026 taking the distributions as cash, $2,936 of it paid out along the way.
MSFW became
$9,325
S&P 500: $12,119
Return a year
-5.4%
S&P 500: 16.6%
Payouts reinvested
$3,529
bought more shares
Worst drop
-36.8%
S&P 500: -5.8%
$10,000, Jul 2025 to Oct 2026
Payouts reinvested · S&P 500 reinvested
| Year | MSFW total return | Paid out | S&P 500 |
|---|---|---|---|
| 2026 (part) | +6.4% | $1,941 | +11.7% |
| 2025 (part) | −12.4% | $1,588 | +8.5% |
"Paid out" is what your holding received that year. Month-end prices; no costs or taxes.
Key facts: MSFW total return
Data as of · Source: SmarterDividends data
- $10,000 invested in MSFW at the end of Jul 2025, with distributions reinvested, was worth $9,325 at the end of Oct 2026: -5.4% a year, against $12,119 (16.6% a year) in the S&P 500.
- Taking MSFW's distributions as cash instead of reinvesting them, the same $10,000 ended at $9,026, including $2,936 of cash received; reinvesting added $299.
Cite this page
SmarterDividends, "MSFW Total Return Calculator," updated Nov 8, 2026, https://smarterdividends.com/stocks/MSFW/total-return
MSFW total return questions
What is MSFW's total return since Jul 2025?
-7% in total, or -5.4% a year, through Oct 2026 with distributions reinvested. The share price alone fell 39%.
What was MSFW's worst year?
Not enough full years on record yet.
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.