SPHD Total Return Calculator
$10,000 since Oct 2012, with and without reinvesting · data through Oct 2026
$10,000 invested in SPHD ten years ago, at the end of Oct 2016, was worth $20,938 at the end of Oct 2026 with every distribution reinvested: 7.7% a year, against $41,633 in the S&P 500. Since Oct 2012, $10,000 became $36,575 reinvested (9.7% a year), or $29,761 taking the distributions as cash, $9,007 of it paid out along the way.
SPHD became
$36,575
S&P 500: $67,979
Return a year
9.7%
S&P 500: 14.7%
Payouts reinvested
$12,390
bought more shares
Worst drop
-30.9%
S&P 500: -23.9%
$10,000, Oct 2012 to Oct 2026
Payouts reinvested · S&P 500 reinvested
| Year | SPHD total return | Paid out | S&P 500 |
|---|---|---|---|
| 2026 (part) | +12.9% | $1,444 | +11.7% |
| 2025 | +3.4% | $1,283 | +17.7% |
| 2024 | +18.1% | $1,059 | +24.9% |
| 2023 | +1.3% | $1,161 | +26.2% |
| 2022 | +0.6% | $1,001 | −18.2% |
| 2021 | +25.0% | $881 | +28.7% |
| 2020 | −10.0% | $991 | +18.3% |
| 2019 | +20.2% | $917 | +31.2% |
| 2018 | −6.2% | $825 | −4.6% |
| 2017 | +11.9% | $634 | +21.7% |
| 2016 | +22.4% | $702 | +12.0% |
| 2015 | +5.1% | $508 | +1.2% |
| 2014 | +20.0% | $466 | +13.5% |
| 2013 | +20.8% | $427 | +32.3% |
| 2012 (part) | −1.8% | $92 | +1.5% |
"Paid out" is what your holding received that year. Month-end prices; no costs or taxes.
Key facts: SPHD total return
Data as of · Source: SmarterDividends data
- $10,000 invested in SPHD at the end of Oct 2012, with distributions reinvested, was worth $36,575 at the end of Oct 2026: 9.7% a year, against $67,979 (14.7% a year) in the S&P 500.
- Over the 10 years to Oct 2026, SPHD turned $10,000 into $20,938 with distributions reinvested, 7.7% a year.
- Over the 5 years to Oct 2026, SPHD returned 8.3% a year with distributions reinvested (S&P 500: 12.0%).
- Taking SPHD's distributions as cash instead of reinvesting them, the same $10,000 ended at $29,761, including $9,007 of cash received; reinvesting added $6,814.
- SPHD's best calendar year in that time was 2021 (25.0%) and its worst 2020 (-10.0%), with distributions reinvested.
Cite this page
SmarterDividends, "SPHD Total Return Calculator," updated Nov 5, 2026, https://smarterdividends.com/stocks/SPHD/total-return
SPHD total return questions
If I invested $10,000 in SPHD 10 years ago, how much would I have?
About $20,938 at the end of Oct 2026, with every distribution reinvested: 7.7% a year. Taking them as cash, you'd have shares worth $13,792 or so plus the cash you received. The same $10,000 in the S&P 500 became $41,633.
What is SPHD's total return since Oct 2012?
266% in total, or 9.7% a year, through Oct 2026 with distributions reinvested. The share price alone rose 108%.
How much of SPHD's return came from distributions?
About 45% of its yearly return since Oct 2012. Reinvesting them, rather than taking cash, left you $6,814 better off on a $10,000 start.
What was SPHD's worst year?
2020, at -10.0% with distributions reinvested (S&P 500: 18.3%). Its deepest fall from a peak, on month-end values, was -30.9%.
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.