SRET Total Return Calculator
$10,000 since Mar 2015, with and without reinvesting · data through Oct 2026
$10,000 invested in SRET ten years ago, at the end of Oct 2016, was worth $10,082 at the end of Oct 2026 with every distribution reinvested: 0.1% a year, against $41,633 in the S&P 500. Since Mar 2015, $10,000 became $10,711 reinvested (0.6% a year), or $11,127 taking the distributions as cash, $6,827 of it paid out along the way.
SRET became
$10,711
S&P 500: $44,233
Return a year
0.6%
S&P 500: 13.7%
Payouts reinvested
$10,213
bought more shares
Worst drop
-57.1%
S&P 500: -23.9%
$10,000, Mar 2015 to Oct 2026
Payouts reinvested · S&P 500 reinvested
| Year | SRET total return | Paid out | S&P 500 |
|---|---|---|---|
| 2026 (part) | −3.1% | $760 | +11.7% |
| 2025 | +19.2% | $948 | +17.7% |
| 2024 | −1.6% | $779 | +24.9% |
| 2023 | +9.9% | $653 | +26.2% |
| 2022 | −18.3% | $669 | −18.2% |
| 2021 | +14.0% | $778 | +28.7% |
| 2020 | −36.6% | $842 | +18.3% |
| 2019 | +22.5% | $1,176 | +31.2% |
| 2018 | −5.5% | $1,081 | −4.6% |
| 2017 | +17.9% | $1,099 | +21.7% |
| 2016 | +22.0% | $859 | +12.0% |
| 2015 (part) | −12.8% | $569 | +0.4% |
"Paid out" is what your holding received that year. Month-end prices; no costs or taxes.
Key facts: SRET total return
Data as of · Source: SmarterDividends data
- $10,000 invested in SRET at the end of Mar 2015, with distributions reinvested, was worth $10,711 at the end of Oct 2026: 0.6% a year, against $44,233 (13.7% a year) in the S&P 500.
- Over the 10 years to Oct 2026, SRET turned $10,000 into $10,082 with distributions reinvested, 0.1% a year.
- Over the 5 years to Oct 2026, SRET returned -0.1% a year with distributions reinvested (S&P 500: 12.0%).
- Taking SRET's distributions as cash instead of reinvesting them, the same $10,000 ended at $11,127, including $6,827 of cash received; reinvesting added $0.
- SRET's best calendar year in that time was 2019 (22.5%) and its worst 2020 (-36.6%), with distributions reinvested.
Cite this page
SmarterDividends, "SRET Total Return Calculator," updated Nov 5, 2026, https://smarterdividends.com/stocks/SRET/total-return
SRET total return questions
If I invested $10,000 in SRET 10 years ago, how much would I have?
About $10,082 at the end of Oct 2026, with every distribution reinvested: 0.1% a year. Taking them as cash, you'd have shares worth $4,539 or so plus the cash you received. The same $10,000 in the S&P 500 became $41,633.
What is SRET's total return since Mar 2015?
7% in total, or 0.6% a year, through Oct 2026 with distributions reinvested. The share price alone fell 57%.
How much of SRET's return came from distributions?
About 100% of its yearly return since Mar 2015. Reinvesting them, rather than taking cash, left you $0 better off on a $10,000 start.
What was SRET's worst year?
2020, at -36.6% with distributions reinvested (S&P 500: 18.3%). Its deepest fall from a peak, on month-end values, was -57.1%.
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.