SPLV Total Return Calculator
$10,000 since May 2011, with and without reinvesting · data through Oct 2026
$10,000 invested in SPLV ten years ago, at the end of Oct 2016, was worth $23,416 at the end of Oct 2026 with every distribution reinvested: 8.9% a year, against $41,633 in the S&P 500. Since May 2011, $10,000 became $43,138 reinvested (9.9% a year), or $36,970 taking the distributions as cash, $6,836 of it paid out along the way.
SPLV became
$43,138
S&P 500: $73,492
Return a year
9.9%
S&P 500: 13.8%
Payouts reinvested
$8,488
bought more shares
Worst drop
-21.4%
S&P 500: -23.9%
$10,000, May 2011 to Oct 2026
Payouts reinvested · S&P 500 reinvested
| Year | SPLV total return | Paid out | S&P 500 |
|---|---|---|---|
| 2026 (part) | +9.2% | $780 | +11.7% |
| 2025 | +4.1% | $801 | +17.7% |
| 2024 | +13.9% | $709 | +24.9% |
| 2023 | +0.5% | $804 | +26.2% |
| 2022 | −4.9% | $696 | −18.2% |
| 2021 | +24.1% | $522 | +28.7% |
| 2020 | −1.4% | $592 | +18.3% |
| 2019 | +27.9% | $586 | +31.2% |
| 2018 | −0.2% | $483 | −4.6% |
| 2017 | +17.3% | $449 | +21.7% |
| 2016 | +10.1% | $385 | +12.0% |
| 2015 | +4.0% | $388 | +1.2% |
| 2014 | +17.3% | $367 | +13.5% |
| 2013 | +23.1% | $364 | +32.3% |
| 2012 | +10.1% | $344 | +16.0% |
| 2011 (part) | +4.3% | $219 | −5.4% |
"Paid out" is what your holding received that year. Month-end prices; no costs or taxes.
Key facts: SPLV total return
Data as of · Source: SmarterDividends data
- $10,000 invested in SPLV at the end of May 2011, with distributions reinvested, was worth $43,138 at the end of Oct 2026: 9.9% a year, against $73,492 (13.8% a year) in the S&P 500.
- Over the 10 years to Oct 2026, SPLV turned $10,000 into $23,416 with distributions reinvested, 8.9% a year.
- Over the 5 years to Oct 2026, SPLV returned 6.0% a year with distributions reinvested (S&P 500: 12.0%).
- Taking SPLV's distributions as cash instead of reinvesting them, the same $10,000 ended at $36,970, including $6,836 of cash received; reinvesting added $6,169.
- SPLV's best calendar year in that time was 2019 (27.9%) and its worst 2022 (-4.9%), with distributions reinvested.
Cite this page
SmarterDividends, "SPLV Total Return Calculator," updated Nov 5, 2026, https://smarterdividends.com/stocks/SPLV/total-return
SPLV total return questions
If I invested $10,000 in SPLV 10 years ago, how much would I have?
About $23,416 at the end of Oct 2026, with every distribution reinvested: 8.9% a year. Taking them as cash, you'd have shares worth $18,925 or so plus the cash you received. The same $10,000 in the S&P 500 became $41,633.
What is SPLV's total return since May 2011?
331% in total, or 9.9% a year, through Oct 2026 with distributions reinvested. The share price alone rose 201%.
How much of SPLV's return came from distributions?
About 25% of its yearly return since May 2011. Reinvesting them, rather than taking cash, left you $6,169 better off on a $10,000 start.
What was SPLV's worst year?
2022, at -4.9% with distributions reinvested (S&P 500: -18.2%). Its deepest fall from a peak, on month-end values, was -21.4%.
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.