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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.


Hypothetical Chart
  • Total Gain/Loss
    {{chartData.GetData.totalGainLoss | sbPrice}}
  • 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}}
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
Initial Investment
Recurring Investment
Total Amount Invested
Total Market Value
Total Gain/Loss
{{security.Symbol}}Opens Flyout Module that includes Quote information for linked symbol
{{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
Short-Term Cumulative ReturnsLong-Term Annualized Returns
3 Month
6 Month
1 Year
3 Year
5 Year
10 Year
{{security.Symbol}}Opens Flyout Module that includes Quote information for linked symbol
{{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.
Opens a modal dialogOpens a modal dialogOpen flyout contentOpens a new window