SMDV Total Return Calculator
$10,000 since Feb 2015, with and without reinvesting · data through Oct 2026
$10,000 invested in SMDV ten years ago, at the end of Oct 2016, was worth $19,960 at the end of Oct 2026 with every distribution reinvested: 7.2% a year, against $41,633 in the S&P 500. Since Feb 2015, $10,000 became $24,020 reinvested (7.8% a year), or $22,371 taking the distributions as cash, $3,901 of it paid out along the way.
SMDV became
$24,020
S&P 500: $43,537
Return a year
7.8%
S&P 500: 13.4%
Payouts reinvested
$4,485
bought more shares
Worst drop
-24.7%
S&P 500: -23.9%
$10,000, Feb 2015 to Oct 2026
Payouts reinvested · S&P 500 reinvested
| Year | SMDV total return | Paid out | S&P 500 |
|---|---|---|---|
| 2026 (part) | +14.3% | $385 | +11.7% |
| 2025 | +0.3% | $551 | +17.7% |
| 2024 | +7.0% | $562 | +24.9% |
| 2023 | +9.0% | $519 | +26.2% |
| 2022 | −5.9% | $440 | −18.2% |
| 2021 | +19.0% | $391 | +28.7% |
| 2020 | −4.8% | $350 | +18.3% |
| 2019 | +17.2% | $345 | +31.2% |
| 2018 | −0.5% | $296 | −4.6% |
| 2017 | +4.6% | $266 | +21.7% |
| 2016 | +35.7% | $192 | +12.0% |
| 2015 (part) | +1.9% | $189 | −1.2% |
"Paid out" is what your holding received that year. Month-end prices; no costs or taxes.
Key facts: SMDV total return
Data as of · Source: SmarterDividends data
- $10,000 invested in SMDV at the end of Feb 2015, with distributions reinvested, was worth $24,020 at the end of Oct 2026: 7.8% a year, against $43,537 (13.4% a year) in the S&P 500.
- Over the 10 years to Oct 2026, SMDV turned $10,000 into $19,960 with distributions reinvested, 7.2% a year.
- Over the 5 years to Oct 2026, SMDV returned 5.7% a year with distributions reinvested (S&P 500: 12.0%).
- Taking SMDV's distributions as cash instead of reinvesting them, the same $10,000 ended at $22,371, including $3,901 of cash received; reinvesting added $1,649.
- SMDV's best calendar year in that time was 2016 (35.7%) and its worst 2022 (-5.9%), with distributions reinvested.
Cite this page
SmarterDividends, "SMDV Total Return Calculator," updated Nov 5, 2026, https://smarterdividends.com/stocks/SMDV/total-return
SMDV total return questions
If I invested $10,000 in SMDV 10 years ago, how much would I have?
About $19,960 at the end of Oct 2026, with every distribution reinvested: 7.2% a year. Taking them as cash, you'd have shares worth $15,795 or so plus the cash you received. The same $10,000 in the S&P 500 became $41,633.
What is SMDV's total return since Feb 2015?
140% in total, or 7.8% a year, through Oct 2026 with distributions reinvested. The share price alone rose 85%.
How much of SMDV's return came from distributions?
About 31% of its yearly return since Feb 2015. Reinvesting them, rather than taking cash, left you $1,649 better off on a $10,000 start.
What was SMDV's worst year?
2022, at -5.9% with distributions reinvested (S&P 500: -18.2%). Its deepest fall from a peak, on month-end values, was -24.7%.
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.