Tri-Continental (TY) Total Return Calculator
$10,000 since Dec 2007, with and without reinvesting · data through Oct 2026
$10,000 invested in Tri-Continental (TY) ten years ago, at the end of Oct 2016, was worth $34,787 at the end of Oct 2026 with every dividend reinvested: 13.3% a year, against $41,633 in the S&P 500. Since Dec 2007, $10,000 became $51,146 reinvested (9.1% a year), or $30,368 taking the dividends as cash, $13,923 of it paid out along the way.
TY became
$51,146
S&P 500: $72,756
Return a year
9.1%
S&P 500: 11.1%
Payouts reinvested
$27,341
bought more shares
Worst drop
-53.4%
S&P 500: -48.2%
$10,000, Dec 2007 to Oct 2026
Payouts reinvested · S&P 500 reinvested
| Year | TY total return | Paid out | S&P 500 |
|---|---|---|---|
| 2026 (part) | +9.6% | $2,027 | +11.7% |
| 2025 | +16.2% | $5,228 | +17.7% |
| 2024 | +15.0% | $1,775 | +24.9% |
| 2023 | +17.8% | $1,528 | +26.2% |
| 2022 | −15.4% | $2,684 | −18.2% |
| 2021 | +29.5% | $4,584 | +28.7% |
| 2020 | +11.5% | $1,484 | +18.3% |
| 2019 | +28.5% | $1,606 | +31.2% |
| 2018 | −5.9% | $1,459 | −4.6% |
| 2017 | +28.2% | $913 | +21.7% |
| 2016 | +15.2% | $679 | +12.0% |
| 2015 | −2.8% | $563 | +1.2% |
| 2014 | +11.0% | $487 | +13.5% |
| 2013 | +29.3% | $456 | +32.3% |
| 2012 | +17.2% | $377 | +16.0% |
| 2011 | +5.5% | $168 | +1.9% |
| 2010 | +22.1% | $167 | +15.1% |
| 2009 | +19.2% | $124 | +26.4% |
| 2008 | −45.8% | $1,033 | −36.8% |
"Paid out" is what your holding received that year. Month-end prices; no costs or taxes.
Key facts: TY total return
Data as of · Source: SmarterDividends data
- $10,000 invested in Tri-Continental (TY) at the end of Dec 2007, with dividends reinvested, was worth $51,146 at the end of Oct 2026: 9.1% a year, against $72,756 (11.1% a year) in the S&P 500.
- Over the 10 years to Oct 2026, TY turned $10,000 into $34,787 with dividends reinvested, 13.3% a year.
- Over the 5 years to Oct 2026, TY returned 9.2% a year with dividends reinvested (S&P 500: 12.0%).
- Taking TY's dividends as cash instead of reinvesting them, the same $10,000 ended at $30,368, including $13,923 of cash received; reinvesting added $20,778.
- TY's best calendar year in that time was 2021 (29.5%) and its worst 2008 (-45.8%), with dividends reinvested.
Cite this page
SmarterDividends, "Tri-Continental (TY) Total Return Calculator," updated Nov 9, 2026, https://smarterdividends.com/stocks/TY/total-return
TY total return questions
If I invested $10,000 in TY 10 years ago, how much would I have?
About $34,787 at the end of Oct 2026, with every dividend reinvested: 13.3% a year. Taking them as cash, you'd have shares worth $16,429 or so plus the cash you received. The same $10,000 in the S&P 500 became $41,633.
What is TY's total return since Dec 2007?
411% in total, or 9.1% a year, through Oct 2026 with dividends reinvested. The share price alone rose 64%.
How much of TY's return came from dividends?
About 70% of its yearly return since Dec 2007. Reinvesting them, rather than taking cash, left you $20,778 better off on a $10,000 start.
What was TY's worst year?
2008, at -45.8% with dividends reinvested (S&P 500: -36.8%). Its deepest fall from a peak, on month-end values, was -53.4%.
How is total return calculated here?
From month-end prices: the adjusted price counts every dividend 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.