Definition
What Is an Investment History Checker
It is a simple way to see what happened to a ticker over a date range. You pick the start and end dates, and the tool shows how it grew or fell, how rough the ride was, and where the strongest and weakest years sat.
Published: December 26, 2025 · Updated: December 26, 2025 · By FinToolSuite Editorial
Disclaimer
- Educational purposes only, not financial advice.
- Results are illustrative and depend on your inputs and assumptions.
- Past performance is not a reliable indicator of future results; market returns can be negative.
- See the Privacy Policy for data handling details.
Open the Investment History Checker
Pick a ticker, set dates, and see growth, drawdowns, and yearly patterns.
Quick answer
- Pick a ticker and a date range.
- The tool summarises growth and drawdowns for that window.
- It helps you learn, compare, and document scenarios.
- It does not predict the future.
Definition
An investment history checker is a simple viewer that shows how a ticker moved between two dates. It highlights total return, CAGR, drawdowns, and how results were spread across calendar years.
What questions it answers
- How much did this ticker change between two dates?
- What was the worst peak to trough drop?
- Which calendar years were strongest or weakest?
- How do different start dates change the story?
What it does not do
- It does not give financial advice.
- It does not tell you what to buy or sell.
- It does not guarantee results.
- It may exclude dividends, fees, taxes, inflation, and FX conversion unless stated.
Question to output
| Question | What the tool shows |
|---|---|
| How much did it grow? | Total return and CAGR |
| How bumpy was it? | Max drawdown and chart |
| Where were the big years? | Yearly breakdown |
| What if I started later? | Scenarios comparison |
Two quick illustrative examples
Example 1: Simple window
Imagine a ticker over five years where £10,000 grows to £15,000. Total return is 50% and suppose the max drawdown shows -25% along the way. That tells you the gain and the roughest drop in that window.
Example 2: Same ticker, different window
Move the start date two years later for the same ticker. If £10,000 grows to £12,000 with a max drawdown of -12%, the total return is 20% with a smaller drop. Changing the window changed both the result and how bumpy it looked.
Test your own windows in the Investment History Checker.
Where return numbers can confuse people
Total return can differ from price return when dividends or fees are involved. See total return vs price return for a plain explanation.
FAQ preview
Is this financial advice?
No. It is for education only and does not tell you what to buy or sell.
Can results be negative?
Yes. If the chosen window is down, total return and drawdowns can be negative.
Does it include dividends?
Dividends may not be included unless the data source provides them. Check the notes for your ticker.
Why does it differ from my broker?
Differences in fees, timing, sources, currency, and corporate actions can change results.
How do I compare two tickers?
Run the same dates for both tickers and compare the yearly breakdowns and drawdowns.
Where is the full FAQ?
See the full Investment History Checker FAQ.
Try it with your own dates
Pick a ticker, choose a window, read the yearly breakdown, and see how rough or smooth the path was.