SMH Total Return Calculator
$10,000 since Dec 2007, with and without reinvesting · data through Oct 2026
$10,000 invested in SMH ten years ago, at the end of Oct 2016, was worth $168,003 at the end of Oct 2026 with every distribution reinvested: 32.6% a year, against $41,633 in the S&P 500. Since Dec 2007, $10,000 became $455,131 reinvested (22.5% a year), or $330,317 taking the distributions as cash, $8,388 of it paid out along the way.
SMH became
$455,131
S&P 500: $72,756
Return a year
22.5%
S&P 500: 11.1%
Payouts reinvested
$10,776
bought more shares
Worst drop
-48.8%
S&P 500: -48.2%
$10,000, Dec 2007 to Oct 2026
Payouts reinvested · S&P 500 reinvested
| Year | SMH total return | Paid out | S&P 500 |
|---|---|---|---|
| 2026 (part) | +45.1% | $0 | +11.7% |
| 2025 | +49.2% | $996 | +17.7% |
| 2024 | +39.1% | $954 | +24.9% |
| 2023 | +73.4% | $915 | +26.2% |
| 2022 | −33.5% | $988 | −18.2% |
| 2021 | +42.1% | $713 | +28.7% |
| 2020 | +55.5% | $659 | +18.3% |
| 2019 | +64.4% | $886 | +31.2% |
| 2018 | −9.1% | $702 | −4.6% |
| 2017 | +38.5% | $576 | +21.7% |
| 2016 | +35.5% | $242 | +12.0% |
| 2015 | −0.3% | $466 | +1.2% |
| 2014 | +30.2% | $262 | +13.5% |
| 2013 | +33.3% | $269 | +32.3% |
| 2012 | +8.6% | $273 | +16.0% |
| 2011 | +6.6% | $1,450 | +1.9% |
| 2010 | +18.6% | $161 | +15.1% |
| 2009 | +60.7% | $101 | +26.4% |
| 2008 | −44.6% | $164 | −36.8% |
"Paid out" is what your holding received that year. Month-end prices; no costs or taxes.
Key facts: SMH total return
Data as of · Source: SmarterDividends data
- $10,000 invested in SMH at the end of Dec 2007, with distributions reinvested, was worth $455,131 at the end of Oct 2026: 22.5% a year, against $72,756 (11.1% a year) in the S&P 500.
- Over the 10 years to Oct 2026, SMH turned $10,000 into $168,003 with distributions reinvested, 32.6% a year.
- Over the 5 years to Oct 2026, SMH returned 31.5% a year with distributions reinvested (S&P 500: 12.0%).
- Taking SMH's distributions as cash instead of reinvesting them, the same $10,000 ended at $330,317, including $8,388 of cash received; reinvesting added $124,814.
- SMH's best calendar year in that time was 2023 (73.4%) and its worst 2008 (-44.6%), with distributions reinvested.
Cite this page
SmarterDividends, "SMH Total Return Calculator," updated Nov 5, 2026, https://smarterdividends.com/stocks/SMH/total-return
SMH total return questions
If I invested $10,000 in SMH 10 years ago, how much would I have?
About $168,003 at the end of Oct 2026, with every distribution reinvested: 32.6% a year. Taking them as cash, you'd have shares worth $153,043 or so plus the cash you received. The same $10,000 in the S&P 500 became $41,633.
What is SMH's total return since Dec 2007?
4451% in total, or 22.5% a year, through Oct 2026 with distributions reinvested. The share price alone rose 3119%.
How much of SMH's return came from distributions?
About 10% of its yearly return since Dec 2007. Reinvesting them, rather than taking cash, left you $124,814 better off on a $10,000 start.
What was SMH's worst year?
2008, at -44.6% with distributions reinvested (S&P 500: -36.8%). Its deepest fall from a peak, on month-end values, was -48.8%.
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.