SmarterDividends
SPYM

SPYM Total Return Calculator

$10,000 since Dec 2007, with and without reinvesting · data through Oct 2026

$10,000 invested in SPYM ten years ago, at the end of Oct 2016, was worth $42,037 at the end of Oct 2026 with every distribution reinvested: 15.4% a year, against $41,633 in the S&P 500. Since Dec 2007, $10,000 became $73,879 reinvested (11.2% a year), or $59,174 taking the distributions as cash, $6,416 of it paid out along the way.

Payouts
Compare with

SPYM became

$73,879

S&P 500: $72,756

Return a year

11.2%

S&P 500: 11.1%

Payouts reinvested

$8,011

bought more shares

Worst drop

-47.7%

S&P 500: -48.2%

$10,000, Dec 2007 to Oct 2026

Payouts reinvested · S&P 500 reinvested

YearSPYM total returnPaid outS&P 500
2026 (part)+11.8%$565+11.7%
2025+17.8%$758+17.7%
2024+25.0%$733+24.9%
2023+26.2%$659+26.2%
2022−18.1%$602−18.2%
2021+28.8%$559+28.7%
2020+18.5%$549+18.3%
2019+31.9%$503+31.2%
2018−4.8%$480−4.6%
2017+21.4%$410+21.7%
2016+11.8%$367+12.0%
2015+1.2%$339+1.2%
2014+13.7%$300+13.5%
2013+33.2%$262+32.3%
2012+15.1%$227+16.0%
2011+1.7%$188+1.9%
2010+15.8%$159+15.1%
2009+27.4%$157+26.4%
2008−37.0%$195−36.8%

"Paid out" is what your holding received that year. Month-end prices; no costs or taxes.

Key facts: SPYM total return

Data as of · Source: SmarterDividends data

  • $10,000 invested in SPYM at the end of Dec 2007, with distributions reinvested, was worth $73,879 at the end of Oct 2026: 11.2% a year, against $72,756 (11.1% a year) in the S&P 500.
  • Over the 10 years to Oct 2026, SPYM turned $10,000 into $42,037 with distributions reinvested, 15.4% a year.
  • Over the 5 years to Oct 2026, SPYM returned 12.1% a year with distributions reinvested (S&P 500: 12.0%).
  • Taking SPYM's distributions as cash instead of reinvesting them, the same $10,000 ended at $59,174, including $6,416 of cash received; reinvesting added $14,704.
  • About 18% of SPYM's yearly total return since Dec 2007 came from distributions; the rest came from the share price.
  • SPYM's best calendar year in that time was 2013 (33.2%) and its worst 2008 (-37.0%), with distributions reinvested.
Cite this page

SmarterDividends, "SPYM Total Return Calculator," updated Nov 5, 2026, https://smarterdividends.com/stocks/SPYM/total-return

SPYM total return questions

If I invested $10,000 in SPYM 10 years ago, how much would I have?

About $42,037 at the end of Oct 2026, with every distribution reinvested: 15.4% a year. Taking them as cash, you'd have shares worth $35,709 or so plus the cash you received. The same $10,000 in the S&P 500 became $41,633.

What is SPYM's total return since Dec 2007?

639% in total, or 11.2% a year, through Oct 2026 with distributions reinvested. The share price alone rose 428%.

How much of SPYM's return came from distributions?

About 18% of its yearly return since Dec 2007. Reinvesting them, rather than taking cash, left you $14,704 better off on a $10,000 start.

What was SPYM's worst year?

2008, at -37.0% with distributions reinvested (S&P 500: -36.8%). Its deepest fall from a peak, on month-end values, was -47.7%.

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.