SDTY Total Return Calculator
$10,000 since Feb 2025, with and without reinvesting · data through Oct 2026
Since Feb 2025, $10,000 became $12,543 reinvested (14.6% a year), or $11,999 taking the distributions as cash, $3,870 of it paid out along the way.
SDTY became
$12,543
S&P 500: $12,969
Return a year
14.6%
S&P 500: 16.9%
Payouts reinvested
$4,768
bought more shares
Worst drop
-10.6%
S&P 500: -6.4%
$10,000, Feb 2025 to Oct 2026
Payouts reinvested · S&P 500 reinvested
| Year | SDTY total return | Paid out | S&P 500 |
|---|---|---|---|
| 2026 (part) | +10.6% | $2,510 | +11.7% |
| 2025 (part) | +13.4% | $2,258 | +16.1% |
"Paid out" is what your holding received that year. Month-end prices; no costs or taxes.
Key facts: SDTY total return
Data as of · Source: SmarterDividends data
- $10,000 invested in SDTY at the end of Feb 2025, with distributions reinvested, was worth $12,543 at the end of Oct 2026: 14.6% a year, against $12,969 (16.9% a year) in the S&P 500.
- Taking SDTY's distributions as cash instead of reinvesting them, the same $10,000 ended at $11,999, including $3,870 of cash received; reinvesting added $543.
Cite this page
SmarterDividends, "SDTY Total Return Calculator," updated Nov 7, 2026, https://smarterdividends.com/stocks/SDTY/total-return
SDTY total return questions
What is SDTY's total return since Feb 2025?
25% in total, or 14.6% a year, through Oct 2026 with distributions reinvested. The share price alone fell 19%.
How much of SDTY's return came from distributions?
About 100% of its yearly return since Feb 2025. Reinvesting them, rather than taking cash, left you $543 better off on a $10,000 start.
What was SDTY'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.