SWTSX Total Return Calculator
$10,000 since Dec 2007, with and without reinvesting · data through Oct 2026
$10,000 invested in SWTSX ten years ago, at the end of Oct 2016, was worth $39,759 at the end of Oct 2026 with every distribution reinvested: 14.8% a year, against $41,633 in the S&P 500. Since Dec 2007, $10,000 became $71,121 reinvested (11.0% a year), or $56,876 taking the distributions as cash, $6,183 of it paid out along the way.
SWTSX became
$71,121
S&P 500: $72,756
Return a year
11.0%
S&P 500: 11.1%
Payouts reinvested
$7,652
bought more shares
Worst drop
-47.6%
S&P 500: -48.2%
$10,000, Dec 2007 to Oct 2026
Payouts reinvested · S&P 500 reinvested
| Year | SWTSX total return | Paid out | S&P 500 |
|---|---|---|---|
| 2026 (part) | +11.7% | $0 | +11.7% |
| 2025 | +17.0% | $688 | +17.7% |
| 2024 | +23.8% | $644 | +24.9% |
| 2023 | +26.1% | $637 | +26.2% |
| 2022 | −19.5% | $539 | −18.2% |
| 2021 | +25.6% | $636 | +28.7% |
| 2020 | +20.7% | $556 | +18.3% |
| 2019 | +30.9% | $543 | +31.2% |
| 2018 | −5.3% | $558 | −4.6% |
| 2017 | +21.1% | $415 | +21.7% |
| 2016 | +12.6% | $429 | +12.0% |
| 2015 | +0.4% | $469 | +1.2% |
| 2014 | +12.4% | $381 | +13.5% |
| 2013 | +33.4% | $298 | +32.3% |
| 2012 | +16.3% | $233 | +16.0% |
| 2011 | +1.3% | $176 | +1.9% |
| 2010 | +17.2% | $167 | +15.1% |
| 2009 | +28.3% | $134 | +26.4% |
| 2008 | −36.6% | $151 | −36.8% |
"Paid out" is what your holding received that year. Month-end prices; no costs or taxes.
Key facts: SWTSX total return
Data as of · Source: SmarterDividends data
- $10,000 invested in SWTSX at the end of Dec 2007, with distributions reinvested, was worth $71,121 at the end of Oct 2026: 11.0% a year, against $72,756 (11.1% a year) in the S&P 500.
- Over the 10 years to Oct 2026, SWTSX turned $10,000 into $39,759 with distributions reinvested, 14.8% a year.
- Over the 5 years to Oct 2026, SWTSX returned 10.9% a year with distributions reinvested (S&P 500: 12.0%).
- Taking SWTSX's distributions as cash instead of reinvesting them, the same $10,000 ended at $56,876, including $6,183 of cash received; reinvesting added $14,245.
- SWTSX's best calendar year in that time was 2013 (33.4%) and its worst 2008 (-36.6%), with distributions reinvested.
Cite this page
SmarterDividends, "SWTSX Total Return Calculator," updated Nov 6, 2026, https://smarterdividends.com/stocks/SWTSX/total-return
SWTSX total return questions
If I invested $10,000 in SWTSX 10 years ago, how much would I have?
About $39,759 at the end of Oct 2026, with every distribution reinvested: 14.8% a year. Taking them as cash, you'd have shares worth $33,543 or so plus the cash you received. The same $10,000 in the S&P 500 became $41,633.
What is SWTSX's total return since Dec 2007?
611% in total, or 11.0% a year, through Oct 2026 with distributions reinvested. The share price alone rose 407%.
How much of SWTSX's return came from distributions?
About 18% of its yearly return since Dec 2007. Reinvesting them, rather than taking cash, left you $14,245 better off on a $10,000 start.
What was SWTSX's worst year?
2008, at -36.6% with distributions reinvested (S&P 500: -36.8%). Its deepest fall from a peak, on month-end values, was -47.6%.
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.