If you invested $1,000 in U.S. Targeted Value Portfolio-ETF Class Shares in 2023
$1,000 invested in U.S. Targeted Value Portfolio-ETF Class Shares at the January 2023 close would be worth $1,540.62 as of October 29, 2026, with dividends reinvested.
By initial investment
| Initial amount | Price only | With dividends reinvested (adjusted close) |
|---|---|---|
| $100.00 | $145.80 | $154.06 |
| $1,000.00 | $1,458.03 | $1,540.62 |
| $10,000.00 | $14,580.31 | $15,406.25 |
The latest month may be incomplete. Crypto uses closing prices for both modes.
YOUR INVESTMENT TODAY
$1,540.62
$540.62 total gain · 54.06% total return
Amount invested$1,000.00
Annualized (CAGR)12.22%
Investment multiple1.54×
● Your investment● S&P 500 (SPY)
Your questions, answered
How much would $1,000 in U.S. Targeted Value Portfolio-ETF Class Shares in 2023 be worth today?
$1,000 invested in U.S. Targeted Value Portfolio-ETF Class Shares at the January 2023 close would be worth $1,540.62 as of October 29, 2026, with dividends reinvested.