USMV Total Return Calculator
$10,000 since Oct 2011, with and without reinvesting · data through Oct 2026
$10,000 invested in USMV ten years ago, at the end of Oct 2016, was worth $27,849 at the end of Oct 2026 with every distribution reinvested: 10.8% a year, against $41,633 in the S&P 500. Since Oct 2011, $10,000 became $52,408 reinvested (11.7% a year), or $45,913 taking the distributions as cash, $6,264 of it paid out along the way.
USMV became
$52,408
S&P 500: $78,200
Return a year
11.7%
S&P 500: 14.7%
Payouts reinvested
$7,406
bought more shares
Worst drop
-19.1%
S&P 500: -23.9%
$10,000, Oct 2011 to Oct 2026
Payouts reinvested · S&P 500 reinvested
| Year | USMV total return | Paid out | S&P 500 |
|---|---|---|---|
| 2026 (part) | +10.5% | $506 | +11.7% |
| 2025 | +7.6% | $710 | +17.7% |
| 2024 | +15.7% | $732 | +24.9% |
| 2023 | +10.3% | $697 | +26.2% |
| 2022 | −9.4% | $557 | −18.2% |
| 2021 | +20.8% | $483 | +28.7% |
| 2020 | +5.6% | $588 | +18.3% |
| 2019 | +27.7% | $564 | +31.2% |
| 2018 | +1.3% | $491 | −4.6% |
| 2017 | +18.9% | $403 | +21.7% |
| 2016 | +10.6% | $439 | +12.0% |
| 2015 | +5.4% | $353 | +1.2% |
| 2014 | +16.3% | $318 | +13.5% |
| 2013 | +25.1% | $314 | +32.3% |
| 2012 | +10.7% | $219 | +16.0% |
| 2011 (part) | +3.3% | $33 | +0.6% |
"Paid out" is what your holding received that year. Month-end prices; no costs or taxes.
Key facts: USMV total return
Data as of · Source: SmarterDividends data
- $10,000 invested in USMV at the end of Oct 2011, with distributions reinvested, was worth $52,408 at the end of Oct 2026: 11.7% a year, against $78,200 (14.7% a year) in the S&P 500.
- Over the 10 years to Oct 2026, USMV turned $10,000 into $27,849 with distributions reinvested, 10.8% a year.
- Over the 5 years to Oct 2026, USMV returned 7.6% a year with distributions reinvested (S&P 500: 12.0%).
- Taking USMV's distributions as cash instead of reinvesting them, the same $10,000 ended at $45,913, including $6,264 of cash received; reinvesting added $6,495.
- USMV's best calendar year in that time was 2019 (27.7%) and its worst 2022 (-9.4%), with distributions reinvested.
Cite this page
SmarterDividends, "USMV Total Return Calculator," updated Nov 5, 2026, https://smarterdividends.com/stocks/USMV/total-return
USMV total return questions
If I invested $10,000 in USMV 10 years ago, how much would I have?
About $27,849 at the end of Oct 2026, with every distribution reinvested: 10.8% a year. Taking them as cash, you'd have shares worth $23,298 or so plus the cash you received. The same $10,000 in the S&P 500 became $41,633.
What is USMV's total return since Oct 2011?
424% in total, or 11.7% a year, through Oct 2026 with distributions reinvested. The share price alone rose 296%.
How much of USMV's return came from distributions?
About 18% of its yearly return since Oct 2011. Reinvesting them, rather than taking cash, left you $6,495 better off on a $10,000 start.
What was USMV's worst year?
2022, at -9.4% with distributions reinvested (S&P 500: -18.2%). Its deepest fall from a peak, on month-end values, was -19.1%.
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.