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What If I Had Invested...

Use this tool to see what a stock would be worth today based on how much and when you invested. For the nitty-gritty, check out
the assumptions used to calculate performance values. Remember, past performance is no guarantee of future results, and all investments are subject to risk.

Performance
Hypothetical Chart
  • Total Gain/Loss
    {{chartData.GetData.totalGainLoss | sbPrice}}
    Up
    Down
  • Total Market Value
    {{chartData.GetData.totalMarketValue | sbPrice}}
  • Total Amount Invested
    {{chartData.GetData.totalAmountInvested | sbPrice}}
  • Total Transaction Fees
    {{chartData.GetData.totalTransactionFees | sbPrice}}
  • Annualized Return
    {{chartData.GetData.totalAnnualReturn | percentColor}}
  • Cumulative Return
    {{chartData.GetData.cumulativeReturn | percentColor}}
Portfolio
Total Amount Invested

Start with Add / Edit Stocks and select a stock. Then enter an investment amount and date. Presto! You'll see what that theoretical investment would have been worth.

Note: This tool is not intended for use as the basis for an investment decision. It only shows past performance and can’t be used to project future performance.

Individual Security Performance
Historical Performance
Individual Security Performance
Security
Type
Initial Investment
Recurring Investment
Total Amount Invested
Total Market Value
Total Gain/Loss
----------------
{{security.Name}}
{{security.IssueType}}{{security.RecurringAmount | sbPrice}}{{security.TotalDepositAmount | sbPrice}}{{security.Periods[security.Periods.length - 1].MarketValue | sbPrice}}{{security.TotalGainLoss | sbPrice}} {{security.TotalGainLossPct | percentColor}}
Totals{{summaryData.TotalDepositAmount | sbPrice}}{{summaryData.Periods[summaryData.Periods.length - 1].MarketValue | sbPrice}}{{summaryData.TotalGainLoss | sbPrice}} {{summaryData.TotalGainLossPct | percentColor}}
Historical Performance
Symbol
Gross Expense Ratio
Short-Term Cumulative ReturnsLong-Term Annualized Returns
3 Month
6 Month
1 Year
3 Year
5 Year
10 Year
----------------
{{security.Name}}
{{security.Ger | grossExpenseRatio}}{{return.TotalTimeWeightedReturn | percentColor}}
Past performance is not a guarantee of future results. Keep in mind stock investments are subject to risk. The value of your stock investment may fluctuate and may be worth more or less than its original value when redeemed.