SHV Total Return Calculator
$10,000 since Dec 2007, with and without reinvesting · data through Oct 2026
$10,000 invested in SHV ten years ago, at the end of Oct 2016, was worth $12,625 at the end of Oct 2026 with every distribution reinvested: 2.4% a year, against $41,633 in the S&P 500. Since Dec 2007, $10,000 became $13,086 reinvested (1.4% a year), or $12,726 taking the distributions as cash, $2,650 of it paid out along the way.
SHV became
$13,086
S&P 500: $72,756
Return a year
1.4%
S&P 500: 11.1%
Payouts reinvested
$3,022
bought more shares
Worst drop
-0.3%
S&P 500: -48.2%
$10,000, Dec 2007 to Oct 2026
Payouts reinvested · S&P 500 reinvested
| Year | SHV total return | Paid out | S&P 500 |
|---|---|---|---|
| 2026 (part) | +3.0% | $342 | +11.7% |
| 2025 | +4.2% | $510 | +17.7% |
| 2024 | +5.1% | $600 | +24.9% |
| 2023 | +5.0% | $537 | +26.2% |
| 2022 | +0.9% | $153 | −18.2% |
| 2021 | −0.1% | $2 | +28.7% |
| 2020 | +0.8% | $81 | +18.3% |
| 2019 | +2.4% | $236 | +31.2% |
| 2018 | +1.7% | $175 | −4.6% |
| 2017 | +0.7% | $75 | +21.7% |
| 2016 | +0.4% | $36 | +12.0% |
| 2015 | +0.0% | $4 | +1.2% |
| 2014 | +0.0% | $2 | +13.5% |
| 2013 | +0.0% | $3 | +32.3% |
| 2012 | +0.0% | $3 | +16.0% |
| 2011 | +0.1% | $8 | +1.9% |
| 2010 | +0.1% | $8 | +15.1% |
| 2009 | +0.2% | $36 | +26.4% |
| 2008 | +2.8% | $212 | −36.8% |
"Paid out" is what your holding received that year. Month-end prices; no costs or taxes.
Key facts: SHV total return
Data as of · Source: SmarterDividends data
- $10,000 invested in SHV at the end of Dec 2007, with distributions reinvested, was worth $13,086 at the end of Oct 2026: 1.4% a year, against $72,756 (11.1% a year) in the S&P 500.
- Over the 10 years to Oct 2026, SHV turned $10,000 into $12,625 with distributions reinvested, 2.4% a year.
- Over the 5 years to Oct 2026, SHV returned 3.6% a year with distributions reinvested (S&P 500: 12.0%).
- Taking SHV's distributions as cash instead of reinvesting them, the same $10,000 ended at $12,726, including $2,650 of cash received; reinvesting added $359.
- SHV's best calendar year in that time was 2024 (5.1%) and its worst 2021 (-0.1%), with distributions reinvested.
Cite this page
SmarterDividends, "SHV Total Return Calculator," updated Nov 5, 2026, https://smarterdividends.com/stocks/SHV/total-return
SHV total return questions
If I invested $10,000 in SHV 10 years ago, how much would I have?
About $12,625 at the end of Oct 2026, with every distribution reinvested: 2.4% a year. Taking them as cash, you'd have shares worth $10,000 or so plus the cash you received. The same $10,000 in the S&P 500 became $41,633.
What is SHV's total return since Dec 2007?
31% in total, or 1.4% a year, through Oct 2026 with distributions reinvested. The share price alone rose 1%.
How much of SHV's return came from distributions?
About 97% of its yearly return since Dec 2007. Reinvesting them, rather than taking cash, left you $359 better off on a $10,000 start.
What was SHV's worst year?
2021, at -0.1% with distributions reinvested (S&P 500: 28.7%). Its deepest fall from a peak, on month-end values, was -0.3%.
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.