SVOL Total Return Calculator
$10,000 since May 2021, with and without reinvesting · data through Oct 2026
Since May 2021, $10,000 became $15,180 reinvested (8.0% a year), or $13,269 taking the distributions as cash, $7,162 of it paid out along the way.
SVOL became
$15,180
S&P 500: $19,361
Return a year
8.0%
S&P 500: 13.0%
Payouts reinvested
$11,177
bought more shares
Worst drop
-18.5%
S&P 500: -23.9%
$10,000, May 2021 to Oct 2026
Payouts reinvested · S&P 500 reinvested
| Year | SVOL total return | Paid out | S&P 500 |
|---|---|---|---|
| 2026 (part) | +8.8% | $2,441 | +11.7% |
| 2025 | +2.4% | $2,502 | +17.7% |
| 2024 | +6.7% | $2,099 | +24.9% |
| 2023 | +23.0% | $1,933 | +26.2% |
| 2022 | −3.3% | $1,724 | −18.2% |
| 2021 (part) | +7.4% | $479 | +14.2% |
"Paid out" is what your holding received that year. Month-end prices; no costs or taxes.
Key facts: SVOL total return
Data as of · Source: SmarterDividends data
- $10,000 invested in SVOL at the end of May 2021, with distributions reinvested, was worth $15,180 at the end of Oct 2026: 8.0% a year, against $19,361 (13.0% a year) in the S&P 500.
- Over the 5 years to Oct 2026, SVOL returned 7.1% a year with distributions reinvested (S&P 500: 12.0%).
- Taking SVOL's distributions as cash instead of reinvesting them, the same $10,000 ended at $13,269, including $7,162 of cash received; reinvesting added $1,911.
- SVOL's best calendar year in that time was 2023 (23.0%) and its worst 2022 (-3.3%), with distributions reinvested.
Cite this page
SmarterDividends, "SVOL Total Return Calculator," updated Nov 5, 2026, https://smarterdividends.com/stocks/SVOL/total-return
SVOL total return questions
What is SVOL's total return since May 2021?
52% in total, or 8.0% a year, through Oct 2026 with distributions reinvested. The share price alone fell 39%.
How much of SVOL's return came from distributions?
About 100% of its yearly return since May 2021. Reinvesting them, rather than taking cash, left you $1,911 better off on a $10,000 start.
What was SVOL's worst year?
2022, at -3.3% with distributions reinvested (S&P 500: -18.2%). Its deepest fall from a peak, on month-end values, was -18.5%.
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.