Special Opportunities Fund (SPE) Total Return Calculator
$10,000 since Dec 2007, with and without reinvesting · data through Oct 2026
$10,000 invested in Special Opportunities Fund (SPE) ten years ago, at the end of Oct 2016, was worth $25,362 at the end of Oct 2026 with every dividend reinvested: 9.8% a year, against $41,633 in the S&P 500. Since Dec 2007, $10,000 became $46,935 reinvested (8.6% a year), or $27,947 taking the dividends as cash, $18,301 of it paid out along the way.
SPE became
$46,935
S&P 500: $72,756
Return a year
8.6%
S&P 500: 11.1%
Payouts reinvested
$42,729
bought more shares
Worst drop
-34.4%
S&P 500: -48.2%
$10,000, Dec 2007 to Oct 2026
Payouts reinvested · S&P 500 reinvested
| Year | SPE total return | Paid out | S&P 500 |
|---|---|---|---|
| 2026 (part) | −9.8% | $3,953 | +11.7% |
| 2025 | +20.2% | $8,700 | +17.7% |
| 2024 | +34.5% | $3,288 | +24.9% |
| 2023 | +14.1% | $2,689 | +26.2% |
| 2022 | −18.4% | $3,050 | −18.2% |
| 2021 | +23.6% | $3,833 | +28.7% |
| 2020 | +4.9% | $2,104 | +18.3% |
| 2019 | +32.3% | $1,539 | +31.2% |
| 2018 | −10.5% | $2,318 | −4.6% |
| 2017 | +18.8% | $1,909 | +21.7% |
| 2016 | +9.5% | $1,128 | +12.0% |
| 2015 | −6.0% | $1,589 | +1.2% |
| 2014 | −3.2% | $1,728 | +13.5% |
| 2013 | +31.5% | $2,289 | +32.3% |
| 2012 | +9.9% | $930 | +16.0% |
| 2011 | +2.1% | $546 | +1.9% |
| 2010 | +5.0% | $91 | +15.1% |
| 2009 | +47.2% | $583 | +26.4% |
| 2008 | −16.5% | $463 | −36.8% |
"Paid out" is what your holding received that year. Month-end prices; no costs or taxes.
Key facts: SPE total return
Data as of · Source: SmarterDividends data
- $10,000 invested in Special Opportunities Fund (SPE) at the end of Dec 2007, with dividends reinvested, was worth $46,935 at the end of Oct 2026: 8.6% a year, against $72,756 (11.1% a year) in the S&P 500.
- Over the 10 years to Oct 2026, SPE turned $10,000 into $25,362 with dividends reinvested, 9.8% a year.
- Over the 5 years to Oct 2026, SPE returned 6.9% a year with dividends reinvested (S&P 500: 12.0%).
- Taking SPE's dividends as cash instead of reinvesting them, the same $10,000 ended at $27,947, including $18,301 of cash received; reinvesting added $18,988.
- SPE's best calendar year in that time was 2009 (47.2%) and its worst 2022 (-18.4%), with dividends reinvested.
Cite this page
SmarterDividends, "Special Opportunities Fund (SPE) Total Return Calculator," updated Nov 5, 2026, https://smarterdividends.com/stocks/SPE/total-return
SPE total return questions
If I invested $10,000 in SPE 10 years ago, how much would I have?
About $25,362 at the end of Oct 2026, with every dividend reinvested: 9.8% a year. Taking them as cash, you'd have shares worth $8,676 or so plus the cash you received. The same $10,000 in the S&P 500 became $41,633.
What is SPE's total return since Dec 2007?
369% in total, or 8.6% a year, through Oct 2026 with dividends reinvested. The share price alone fell 4%.
How much of SPE's return came from dividends?
About 100% of its yearly return since Dec 2007. Reinvesting them, rather than taking cash, left you $18,988 better off on a $10,000 start.
What was SPE's worst year?
2022, at -18.4% with dividends reinvested (S&P 500: -18.2%). Its deepest fall from a peak, on month-end values, was -34.4%.
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.