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VPU

VPU Total Return Calculator

$10,000 since Dec 2007, with and without reinvesting · data through Oct 2026

$10,000 invested in VPU ten years ago, at the end of Oct 2016, was worth $23,693 at the end of Oct 2026 with every distribution reinvested: 9.0% a year, against $41,633 in the S&P 500. Since Dec 2007, $10,000 became $40,253 reinvested (7.7% a year), or $29,405 taking the distributions as cash, $7,987 of it paid out along the way.

Payouts
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VPU became

$40,253

S&P 500: $72,756

Return a year

7.7%

S&P 500: 11.1%

Payouts reinvested

$11,745

bought more shares

Worst drop

-38.0%

S&P 500: -48.2%

$10,000, Dec 2007 to Oct 2026

Payouts reinvested · S&P 500 reinvested

YearVPU total returnPaid outS&P 500
2026 (part)+3.5%$814+11.7%
2025+16.5%$1,055+17.7%
2024+23.0%$996+24.9%
2023−7.5%$938+26.2%
2022+1.1%$869−18.2%
2021+17.4%$776+28.7%
2020−0.7%$756+18.3%
2019+24.9%$698+31.2%
2018+4.4%$629−4.6%
2017+12.4%$584+21.7%
2016+17.6%$540+12.0%
2015−4.8%$520+1.2%
2014+27.0%$459+13.5%
2013+14.9%$445+32.3%
2012+1.8%$409+16.0%
2011+19.0%$357+1.9%
2010+7.1%$322+15.1%
2009+11.3%$301+26.4%
2008−27.9%$276−36.8%

"Paid out" is what your holding received that year. Month-end prices; no costs or taxes.

Key facts: VPU total return

Data as of · Source: SmarterDividends data

  • $10,000 invested in VPU at the end of Dec 2007, with distributions reinvested, was worth $40,253 at the end of Oct 2026: 7.7% a year, against $72,756 (11.1% a year) in the S&P 500.
  • Over the 10 years to Oct 2026, VPU turned $10,000 into $23,693 with distributions reinvested, 9.0% a year.
  • Over the 5 years to Oct 2026, VPU returned 8.3% a year with distributions reinvested (S&P 500: 12.0%).
  • Taking VPU's distributions as cash instead of reinvesting them, the same $10,000 ended at $29,405, including $7,987 of cash received; reinvesting added $10,848.
  • About 46% of VPU's yearly total return since Dec 2007 came from distributions; the rest came from the share price.
  • VPU's best calendar year in that time was 2014 (27.0%) and its worst 2008 (-27.9%), with distributions reinvested.
Cite this page

SmarterDividends, "VPU Total Return Calculator," updated Nov 5, 2026, https://smarterdividends.com/stocks/VPU/total-return

VPU total return questions

If I invested $10,000 in VPU 10 years ago, how much would I have?

About $23,693 at the end of Oct 2026, with every distribution reinvested: 9.0% a year. Taking them as cash, you'd have shares worth $17,381 or so plus the cash you received. The same $10,000 in the S&P 500 became $41,633.

What is VPU's total return since Dec 2007?

303% in total, or 7.7% a year, through Oct 2026 with distributions reinvested. The share price alone rose 114%.

How much of VPU's return came from distributions?

About 46% of its yearly return since Dec 2007. Reinvesting them, rather than taking cash, left you $10,848 better off on a $10,000 start.

What was VPU's worst year?

2008, at -27.9% with distributions reinvested (S&P 500: -36.8%). Its deepest fall from a peak, on month-end values, was -38.0%.

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.