VYMI Total Return Calculator
$10,000 since Mar 2016, with and without reinvesting · data through Oct 2026
$10,000 invested in VYMI ten years ago, at the end of Oct 2016, was worth $27,480 at the end of Oct 2026 with every distribution reinvested: 10.6% a year, against $41,633 in the S&P 500. Since Mar 2016, $10,000 became $28,840 reinvested (10.5% a year), or $24,073 taking the distributions as cash, $5,341 of it paid out along the way.
VYMI became
$28,840
S&P 500: $43,500
Return a year
10.5%
S&P 500: 14.9%
Payouts reinvested
$6,742
bought more shares
Worst drop
-30.1%
S&P 500: -23.9%
$10,000, Mar 2016 to Oct 2026
Payouts reinvested · S&P 500 reinvested
| Year | VYMI total return | Paid out | S&P 500 |
|---|---|---|---|
| 2026 (part) | +15.9% | $773 | +11.7% |
| 2025 | +38.1% | $906 | +17.7% |
| 2024 | +7.1% | $858 | +24.9% |
| 2023 | +17.1% | $754 | +26.2% |
| 2022 | −7.0% | $654 | −18.2% |
| 2021 | +15.4% | $653 | +28.7% |
| 2020 | −1.1% | $429 | +18.3% |
| 2019 | +18.5% | $566 | +31.2% |
| 2018 | −12.7% | $488 | −4.6% |
| 2017 | +22.4% | $420 | +21.7% |
| 2016 (part) | +7.1% | $241 | +10.5% |
"Paid out" is what your holding received that year. Month-end prices; no costs or taxes.
Key facts: VYMI total return
Data as of · Source: SmarterDividends data
- $10,000 invested in VYMI at the end of Mar 2016, with distributions reinvested, was worth $28,840 at the end of Oct 2026: 10.5% a year, against $43,500 (14.9% a year) in the S&P 500.
- Over the 10 years to Oct 2026, VYMI turned $10,000 into $27,480 with distributions reinvested, 10.6% a year.
- Over the 5 years to Oct 2026, VYMI returned 13.3% a year with distributions reinvested (S&P 500: 12.0%).
- Taking VYMI's distributions as cash instead of reinvesting them, the same $10,000 ended at $24,073, including $5,341 of cash received; reinvesting added $4,766.
- VYMI's best calendar year in that time was 2025 (38.1%) and its worst 2018 (-12.7%), with distributions reinvested.
Cite this page
SmarterDividends, "VYMI Total Return Calculator," updated Nov 5, 2026, https://smarterdividends.com/stocks/VYMI/total-return
VYMI total return questions
If I invested $10,000 in VYMI 10 years ago, how much would I have?
About $27,480 at the end of Oct 2026, with every distribution reinvested: 10.6% a year. Taking them as cash, you'd have shares worth $18,162 or so plus the cash you received. The same $10,000 in the S&P 500 became $41,633.
What is VYMI's total return since Mar 2016?
188% in total, or 10.5% a year, through Oct 2026 with distributions reinvested. The share price alone rose 87%.
How much of VYMI's return came from distributions?
About 42% of its yearly return since Mar 2016. Reinvesting them, rather than taking cash, left you $4,766 better off on a $10,000 start.
What was VYMI's worst year?
2018, at -12.7% with distributions reinvested (S&P 500: -4.6%). Its deepest fall from a peak, on month-end values, was -30.1%.
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.