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Investment Return
Compare historical investment growth across assets and benchmarks.
Data through Sep 2026 · Monthly closes
Inputs
Investment value
Oct 2016 – Sep 2026Calculation details & data source
Source: Yahoo Finance monthly history. The selected period is Oct 2016 – Sep 2026. Adjusted-close ratios include reinvested distributions and stock splits. A one-time purchase is made at the first selected month-end. Asset quantity means shares or coins purchased on that date; reported later splits are used to restore historical per-share purchase prices. All entered cash amounts include buying fees: invested cash = budget / (1 + fee). Fractional units are allowed. No sale fees, taxes, FX conversion, or cash withdrawals are modeled. Drawdown is measured on the underlying asset's monthly total- or price-return series, not the cash-flow-inflated account balance. CAGR uses the elapsed monthly intervals and all-in initial cash; it is unavailable for a single monthly point. Available history ends in Sep 2026. These are month-end observations, not live quotes.