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If you invested $1,000 in U.S. Small Cap Portfolio-ETF Class Shares in 2023

$1,000 invested in U.S. Small Cap Portfolio-ETF Class Shares at the January 2023 close would be worth $1,495.08 as of October 29, 2026, with dividends reinvested.

By initial investment

Initial amountPrice onlyWith dividends reinvested (adjusted close)
$100.00$143.83$149.51
$1,000.00$1,438.31$1,495.08
$10,000.00$14,383.15$14,950.78

The latest month may be incomplete. Crypto uses closing prices for both modes.

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Monthly closing prices. No fees, taxes or FX.

YOUR INVESTMENT TODAY
$1,495.08

$495.08 total gain · 49.51% total return

Amount invested$1,000.00
Annualized (CAGR)11.32%
Investment multiple1.50×

● Your investment● S&P 500 (SPY)

Your questions, answered

How much would $1,000 in U.S. Small Cap Portfolio-ETF Class Shares in 2023 be worth today?

$1,000 invested in U.S. Small Cap Portfolio-ETF Class Shares at the January 2023 close would be worth $1,495.08 as of October 29, 2026, with dividends reinvested.