QUAL Total Return Calculator
$10,000 since Jul 2013, with and without reinvesting · data through Oct 2026
$10,000 invested in QUAL ten years ago, at the end of Oct 2016, was worth $38,917 at the end of Oct 2026 with every distribution reinvested: 15.4% a year, against $41,633 in the S&P 500. Since Jul 2013, $10,000 became $54,094 reinvested (14.2% a year), or $48,045 taking the distributions as cash, $3,654 of it paid out along the way.
QUAL became
$54,094
S&P 500: $56,000
Return a year
14.2%
S&P 500: 14.5%
Payouts reinvested
$4,104
bought more shares
Worst drop
-80.4%
S&P 500: -23.9%
$10,000, Jul 2013 to Oct 2026
Payouts reinvested · S&P 500 reinvested
| Year | QUAL total return | Paid out | S&P 500 |
|---|---|---|---|
| 2026 (part) | +12.7% | $311 | +11.7% |
| 2025 | +12.6% | $444 | +17.7% |
| 2024 | +22.3% | $204 | +24.9% |
| 2023 | +30.9% | $301 | +26.2% |
| 2022 | −20.5% | $337 | −18.2% |
| 2021 | +26.9% | $401 | +28.7% |
| 2020 | +17.0% | $377 | +18.3% |
| 2019 | +33.9% | $364 | +31.2% |
| 2018 | −5.7% | $329 | −4.6% |
| 2017 | +22.3% | $313 | +21.7% |
| 2016 | +9.2% | $288 | +12.0% |
| 2015 | +5.4% | $213 | +1.2% |
| 2014 | +11.7% | $171 | +13.5% |
| 2013 (part) | +13.5% | $48 | +10.6% |
"Paid out" is what your holding received that year. Month-end prices; no costs or taxes.
Key facts: QUAL total return
Data as of · Source: SmarterDividends data
- $10,000 invested in QUAL at the end of Jul 2013, with distributions reinvested, was worth $54,094 at the end of Oct 2026: 14.2% a year, against $56,000 (14.5% a year) in the S&P 500.
- Over the 10 years to Oct 2026, QUAL turned $10,000 into $38,917 with distributions reinvested, 15.4% a year.
- Over the 5 years to Oct 2026, QUAL returned 11.9% a year with distributions reinvested (S&P 500: 13.4%).
- Taking QUAL's distributions as cash instead of reinvesting them, the same $10,000 ended at $48,045, including $3,654 of cash received; reinvesting added $6,049.
- QUAL's best calendar year in that time was 2019 (33.9%) and its worst 2022 (-20.5%), with distributions reinvested.
Cite this page
SmarterDividends, "QUAL Total Return Calculator," updated Nov 5, 2026, https://smarterdividends.com/stocks/QUAL/total-return
QUAL total return questions
If I invested $10,000 in QUAL 10 years ago, how much would I have?
About $38,917 at the end of Oct 2026, with every distribution reinvested: 15.4% a year. Taking them as cash, you'd have shares worth $33,655 or so plus the cash you received. The same $10,000 in the S&P 500 became $41,633.
What is QUAL's total return since Jul 2013?
441% in total, or 14.2% a year, through Oct 2026 with distributions reinvested. The share price alone rose 344%.
How much of QUAL's return came from distributions?
About 12% of its yearly return since Jul 2013. Reinvesting them, rather than taking cash, left you $6,049 better off on a $10,000 start.
What was QUAL's worst year?
2022, at -20.5% with distributions reinvested (S&P 500: -18.2%). Its deepest fall from a peak, on month-end values, was -80.4%.
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.