SHY Total Return Calculator
$10,000 since Dec 2007, with and without reinvesting · data through Oct 2026
$10,000 invested in SHY ten years ago, at the end of Oct 2016, was worth $11,854 at the end of Oct 2026 with every distribution reinvested: 1.7% a year, against $41,633 in the S&P 500. Since Dec 2007, $10,000 became $13,503 reinvested (1.6% a year), or $13,052 taking the distributions as cash, $3,111 of it paid out along the way.
SHY became
$13,503
S&P 500: $72,756
Return a year
1.6%
S&P 500: 11.1%
Payouts reinvested
$3,632
bought more shares
Worst drop
-5.4%
S&P 500: -48.2%
$10,000, Dec 2007 to Oct 2026
Payouts reinvested · S&P 500 reinvested
| Year | SHY total return | Paid out | S&P 500 |
|---|---|---|---|
| 2026 (part) | +1.3% | $356 | +11.7% |
| 2025 | +4.9% | $498 | +17.7% |
| 2024 | +3.9% | $489 | +24.9% |
| 2023 | +4.2% | $361 | +26.2% |
| 2022 | −3.9% | $151 | −18.2% |
| 2021 | −0.7% | $32 | +28.7% |
| 2020 | +3.0% | $116 | +18.3% |
| 2019 | +3.4% | $252 | +31.2% |
| 2018 | +1.5% | $197 | −4.6% |
| 2017 | +0.3% | $112 | +21.7% |
| 2016 | +0.8% | $82 | +12.0% |
| 2015 | +0.4% | $60 | +1.2% |
| 2014 | +0.4% | $41 | +13.5% |
| 2013 | +0.2% | $30 | +32.3% |
| 2012 | +0.3% | $42 | +16.0% |
| 2011 | +1.4% | $90 | +1.9% |
| 2010 | +2.3% | $113 | +15.1% |
| 2009 | +0.4% | $254 | +26.4% |
| 2008 | +6.6% | $358 | −36.8% |
"Paid out" is what your holding received that year. Month-end prices; no costs or taxes.
Key facts: SHY total return
Data as of · Source: SmarterDividends data
- $10,000 invested in SHY at the end of Dec 2007, with distributions reinvested, was worth $13,503 at the end of Oct 2026: 1.6% a year, against $72,756 (11.1% a year) in the S&P 500.
- Over the 10 years to Oct 2026, SHY turned $10,000 into $11,854 with distributions reinvested, 1.7% a year.
- Over the 5 years to Oct 2026, SHY returned 2.0% a year with distributions reinvested (S&P 500: 12.0%).
- Taking SHY's distributions as cash instead of reinvesting them, the same $10,000 ended at $13,052, including $3,111 of cash received; reinvesting added $451.
- SHY's best calendar year in that time was 2008 (6.6%) and its worst 2022 (-3.9%), with distributions reinvested.
Cite this page
SmarterDividends, "SHY Total Return Calculator," updated Nov 5, 2026, https://smarterdividends.com/stocks/SHY/total-return
SHY total return questions
If I invested $10,000 in SHY 10 years ago, how much would I have?
About $11,854 at the end of Oct 2026, with every distribution reinvested: 1.7% a year. Taking them as cash, you'd have shares worth $9,617 or so plus the cash you received. The same $10,000 in the S&P 500 became $41,633.
What is SHY's total return since Dec 2007?
35% in total, or 1.6% a year, through Oct 2026 with distributions reinvested. The share price alone fell 1%.
How much of SHY's return came from distributions?
About 100% of its yearly return since Dec 2007. Reinvesting them, rather than taking cash, left you $451 better off on a $10,000 start.
What was SHY's worst year?
2022, at -3.9% with distributions reinvested (S&P 500: -18.2%). Its deepest fall from a peak, on month-end values, was -5.4%.
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.