SDIV Total Return Calculator
$10,000 since Jun 2011, with and without reinvesting · data through Oct 2026
$10,000 invested in SDIV ten years ago, at the end of Oct 2016, was worth $9,419 at the end of Oct 2026 with every distribution reinvested: -0.6% a year, against $41,633 in the S&P 500. Since Jun 2011, $10,000 became $11,153 reinvested (0.7% a year), or $11,140 taking the distributions as cash, $8,125 of it paid out along the way.
SDIV became
$11,153
S&P 500: $74,757
Return a year
0.7%
S&P 500: 14.0%
Payouts reinvested
$14,267
bought more shares
Worst drop
-50.0%
S&P 500: -23.9%
$10,000, Jun 2011 to Oct 2026
Payouts reinvested · S&P 500 reinvested
| Year | SDIV total return | Paid out | S&P 500 |
|---|---|---|---|
| 2026 (part) | +0.2% | $821 | +11.7% |
| 2025 | +30.2% | $1,115 | +17.7% |
| 2024 | +1.8% | $919 | +24.9% |
| 2023 | +5.5% | $919 | +26.2% |
| 2022 | −26.4% | $1,024 | −18.2% |
| 2021 | +3.7% | $1,004 | +28.7% |
| 2020 | −20.9% | $832 | +18.3% |
| 2019 | +13.0% | $1,144 | +31.2% |
| 2018 | −15.1% | $1,136 | −4.6% |
| 2017 | +12.0% | $1,013 | +21.7% |
| 2016 | +13.4% | $926 | +12.0% |
| 2015 | −9.4% | $674 | +1.2% |
| 2014 | +4.5% | $751 | +13.5% |
| 2013 | +15.0% | $860 | +32.3% |
| 2012 | +16.6% | $730 | +16.0% |
| 2011 (part) | −14.7% | $399 | −3.8% |
"Paid out" is what your holding received that year. Month-end prices; no costs or taxes.
Key facts: SDIV total return
Data as of · Source: SmarterDividends data
- $10,000 invested in SDIV at the end of Jun 2011, with distributions reinvested, was worth $11,153 at the end of Oct 2026: 0.7% a year, against $74,757 (14.0% a year) in the S&P 500.
- Over the 10 years to Oct 2026, SDIV turned $10,000 into $9,419 with distributions reinvested, -0.6% a year.
- Over the 5 years to Oct 2026, SDIV returned -0.3% a year with distributions reinvested (S&P 500: 12.0%).
- Taking SDIV's distributions as cash instead of reinvesting them, the same $10,000 ended at $11,140, including $8,125 of cash received; reinvesting added $14.
- SDIV's best calendar year in that time was 2025 (30.2%) and its worst 2022 (-26.4%), with distributions reinvested.
Cite this page
SmarterDividends, "SDIV Total Return Calculator," updated Nov 5, 2026, https://smarterdividends.com/stocks/SDIV/total-return
SDIV total return questions
If I invested $10,000 in SDIV 10 years ago, how much would I have?
About $9,419 at the end of Oct 2026, with every distribution reinvested: -0.6% a year. Taking them as cash, you'd have shares worth $3,707 or so plus the cash you received. The same $10,000 in the S&P 500 became $41,633.
What is SDIV's total return since Jun 2011?
12% in total, or 0.7% a year, through Oct 2026 with distributions reinvested. The share price alone fell 70%.
How much of SDIV's return came from distributions?
About 100% of its yearly return since Jun 2011. Reinvesting them, rather than taking cash, left you $14 better off on a $10,000 start.
What was SDIV's worst year?
2022, at -26.4% with distributions reinvested (S&P 500: -18.2%). Its deepest fall from a peak, on month-end values, was -50.0%.
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.