Sumitomo Mitsui Financial Group (SMFG) Total Return Calculator
$10,000 since Dec 2007, with and without reinvesting · data through Oct 2026
$10,000 invested in Sumitomo Mitsui Financial Group (SMFG) ten years ago, at the end of Oct 2016, was worth $55,505 at the end of Oct 2026 with every dividend reinvested: 18.7% a year, against $41,633 in the S&P 500. Since Dec 2007, $10,000 became $34,820 reinvested (6.8% a year), or $21,243 taking the dividends as cash, $4,622 of it paid out along the way.
SMFG became
$34,820
S&P 500: $72,756
Return a year
6.8%
S&P 500: 11.1%
Payouts reinvested
$7,096
bought more shares
Worst drop
-66.2%
S&P 500: -48.2%
$10,000, Dec 2007 to Oct 2026
Payouts reinvested · S&P 500 reinvested
| Year | SMFG total return | Paid out | S&P 500 |
|---|---|---|---|
| 2026 (part) | +29.3% | $1,063 | +11.7% |
| 2025 | +38.1% | $778 | +17.7% |
| 2024 | +54.8% | $567 | +24.9% |
| 2023 | +25.7% | $480 | +26.2% |
| 2022 | +24.5% | $407 | −18.2% |
| 2021 | +18.6% | $626 | +28.7% |
| 2020 | −10.9% | $390 | +18.3% |
| 2019 | +19.4% | $370 | +31.2% |
| 2018 | −22.2% | $335 | −4.6% |
| 2017 | +18.0% | $273 | +21.7% |
| 2016 | +5.2% | $268 | +12.0% |
| 2015 | +7.7% | $244 | +1.2% |
| 2014 | −28.7% | $213 | +13.5% |
| 2013 | +47.2% | $223 | +32.3% |
| 2012 | +38.4% | $213 | +16.0% |
| 2011 | −19.2% | $210 | +1.9% |
| 2010 | +30.0% | $204 | +15.1% |
| 2009 | −28.6% | $74 | +26.4% |
| 2008 | −43.6% | $160 | −36.8% |
"Paid out" is what your holding received that year. Month-end prices; no costs or taxes.
Key facts: SMFG total return
Data as of · Source: SmarterDividends data
- $10,000 invested in Sumitomo Mitsui Financial Group (SMFG) at the end of Dec 2007, with dividends reinvested, was worth $34,820 at the end of Oct 2026: 6.8% a year, against $72,756 (11.1% a year) in the S&P 500.
- Over the 10 years to Oct 2026, SMFG turned $10,000 into $55,505 with dividends reinvested, 18.7% a year.
- Over the 5 years to Oct 2026, SMFG returned 35.3% a year with dividends reinvested (S&P 500: 12.0%).
- Taking SMFG's dividends as cash instead of reinvesting them, the same $10,000 ended at $21,243, including $4,622 of cash received; reinvesting added $13,577.
- SMFG's best calendar year in that time was 2024 (54.8%) and its worst 2008 (-43.6%), with dividends reinvested.
Cite this page
SmarterDividends, "Sumitomo Mitsui Financial Group (SMFG) Total Return Calculator," updated Nov 8, 2026, https://smarterdividends.com/stocks/SMFG/total-return
SMFG total return questions
If I invested $10,000 in SMFG 10 years ago, how much would I have?
About $55,505 at the end of Oct 2026, with every dividend reinvested: 18.7% a year. Taking them as cash, you'd have shares worth $35,174 or so plus the cash you received. The same $10,000 in the S&P 500 became $41,633.
What is SMFG's total return since Dec 2007?
248% in total, or 6.8% a year, through Oct 2026 with dividends reinvested. The share price alone rose 66%.
How much of SMFG's return came from dividends?
About 60% of its yearly return since Dec 2007. Reinvesting them, rather than taking cash, left you $13,577 better off on a $10,000 start.
What was SMFG's worst year?
2008, at -43.6% with dividends reinvested (S&P 500: -36.8%). Its deepest fall from a peak, on month-end values, was -66.2%.
How is total return calculated here?
From month-end prices: the adjusted price counts every dividend 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.