MSTW Total Return Calculator
$10,000 since Jul 2025, with and without reinvesting · data through Oct 2026
Since Jul 2025, $10,000 became $2,171 reinvested (-70.5% a year), or $3,446 taking the distributions as cash, $2,662 of it paid out along the way.
MSTW became
$2,171
S&P 500: $12,119
Return a year
-70.5%
S&P 500: 16.6%
Payouts reinvested
$3,564
bought more shares
Worst drop
-86.0%
S&P 500: -5.8%
$10,000, Jul 2025 to Oct 2026
Payouts reinvested · S&P 500 reinvested
| Year | MSTW total return | Paid out | S&P 500 |
|---|---|---|---|
| 2026 (part) | −26.8% | $1,443 | +11.7% |
| 2025 (part) | −70.3% | $2,120 | +8.5% |
"Paid out" is what your holding received that year. Month-end prices; no costs or taxes.
Key facts: MSTW total return
Data as of · Source: SmarterDividends data
- $10,000 invested in MSTW at the end of Jul 2025, with distributions reinvested, was worth $2,171 at the end of Oct 2026: -70.5% a year, against $12,119 (16.6% a year) in the S&P 500.
- Taking MSTW's distributions as cash instead of reinvesting them, the same $10,000 ended at $3,446, including $2,662 of cash received; reinvesting added $0.
Cite this page
SmarterDividends, "MSTW Total Return Calculator," updated Nov 7, 2026, https://smarterdividends.com/stocks/MSTW/total-return
MSTW total return questions
What is MSTW's total return since Jul 2025?
-78% in total, or -70.5% a year, through Oct 2026 with distributions reinvested. The share price alone fell 92%.
What was MSTW'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.