Stock market returns between 1963 and 2016
If you invested $10000 in the S&P 500 at the beginning of 1963, you would have about $1,718,284.62 at the end of 2016, assuming you reinvested all dividends. This is a return on investment of 17,082.85%, or 10.00% per year.
This lump-sum investment beats inflation during this period for an inflation-adjusted return of about 2,090.75% cumulatively, or 5.88% per year.
If you used dollar-cost averaging (monthly) instead of a lump-sum investment, you'd have $1,444,808.28.
The graph below shows the performance of $10000 over time if invested in an S&P 500 index fund. The returns assume that all dividends are automatically reinvested.
This chart shows the rate of gains and loss by month, including dividends:
Adjusting stock market return for inflation
The nominal return on investment of $10000 is $1,708,284.62, or 17,082.85%. This means by 2016 you would have $1,718,284.62 in your pocket.
However, it's important to take into account the effect of inflation when considering an investment and especially a long-term investment. You can convert S&P returns to their real (inflation-adjusted) value using an inflation calculation based on the U.S. Bureau of Labor Statistics Consumer Price Index (CPI).
In the case of the returns described above, the CPI in 1963 was 30.600 and the CPI in 2016 was 240.007.
The ratio between these CPIs describes how relative buying power of a dollar has changed over 53 years.
Adjusted for inflation, the $1,718,284.62 nominal end value of the original $10000 investment would have a real return of roughly $209,074.90 in 1963 dollars. This means the inflation-adjusted return is 2,090.75% as opposed to the original 17,082.85%.
For more information on inflation, see our U.S. inflation calculator for 1963.
Full monthly data
The table below shows the full dataset pertaining to a $10000 investment, including gains and losses over the 648-month period between 1963 and 2016.
Note that data shown is the monthly average closing price. Returns include dividends.
| Year | Month | Return (%) | Amount ($) | CPI |
|---|---|---|---|---|
| 1963 | 1 | 1.60% | 10,159.55 | 30.40 |
| 1963 | 2 | -0.11% | 10,148.55 | 30.40 |
| 1963 | 3 | 4.98% | 10,653.76 | 30.50 |
| 1963 | 4 | 2.27% | 10,895.56 | 30.50 |
| 1963 | 5 | 0.22% | 10,919.16 | 30.50 |
| 1963 | 6 | -1.22% | 10,785.74 | 30.60 |
| 1963 | 7 | 3.03% | 11,112.67 | 30.70 |
| 1963 | 8 | 2.89% | 11,434.23 | 30.70 |
| 1963 | 9 | 0.50% | 11,491.39 | 30.70 |
| 1963 | 10 | -0.31% | 11,456.16 | 30.80 |
| 1963 | 11 | 2.39% | 11,730.35 | 30.80 |
| 1963 | 12 | 3.33% | 12,120.99 | 30.90 |
| 1964 | 1 | 1.48% | 12,300.37 | 30.90 |
| 1964 | 2 | 2.07% | 12,555.11 | 30.90 |
| 1964 | 3 | 1.69% | 12,767.68 | 30.90 |
| 1964 | 4 | 1.22% | 12,923.50 | 30.90 |
| 1964 | 5 | -0.35% | 12,878.18 | 30.90 |
| 1964 | 6 | 3.96% | 13,388.29 | 31.00 |
| 1964 | 7 | -1.23% | 13,224.19 | 31.10 |
| 1964 | 8 | 1.97% | 13,484.11 | 31.00 |
| 1964 | 9 | 1.97% | 13,749.77 | 31.10 |
| 1964 | 10 | 0.94% | 13,878.60 | 31.10 |
| 1964 | 11 | -1.49% | 13,671.76 | 31.20 |
| 1964 | 12 | 2.82% | 14,057.41 | 31.20 |
| 1965 | 1 | 0.98% | 14,194.48 | 31.20 |
| 1965 | 2 | 0.34% | 14,242.11 | 31.20 |
| 1965 | 3 | 1.56% | 14,463.95 | 31.30 |
| 1965 | 4 | 1.73% | 14,714.56 | 31.40 |
| 1965 | 5 | -4.51% | 14,051.32 | 31.40 |
| 1965 | 6 | 0.10% | 14,065.78 | 31.60 |
| 1965 | 7 | 2.12% | 14,363.77 | 31.60 |
| 1965 | 8 | 3.60% | 14,880.31 | 31.60 |
| 1965 | 9 | 2.50% | 15,251.85 | 31.60 |
| 1965 | 10 | 1.08% | 15,415.95 | 31.70 |
| 1965 | 11 | -0.21% | 15,383.33 | 31.70 |
| 1965 | 12 | 1.98% | 15,687.99 | 31.80 |
| 1966 | 1 | -0.43% | 15,620.46 | 31.80 |
| 1966 | 2 | -3.86% | 15,017.15 | 32.00 |
| 1966 | 3 | 3.32% | 15,515.86 | 32.10 |
| 1966 | 4 | -5.01% | 14,738.89 | 32.30 |
| 1966 | 5 | -0.56% | 14,656.43 | 32.30 |
| 1966 | 6 | 0.02% | 14,659.12 | 32.40 |
| 1966 | 7 | -5.77% | 13,813.37 | 32.50 |
| 1966 | 8 | -3.22% | 13,367.91 | 32.70 |
| 1966 | 9 | -0.56% | 13,292.46 | 32.70 |
| 1966 | 10 | 5.32% | 13,999.10 | 32.90 |
| 1966 | 11 | 0.72% | 14,099.30 | 32.90 |
| 1966 | 12 | 4.13% | 14,681.64 | 32.90 |
| 1967 | 1 | 3.73% | 15,229.27 | 32.90 |
| 1967 | 2 | 2.63% | 15,630.37 | 32.90 |
| 1967 | 3 | 1.99% | 15,941.80 | 33.00 |
| 1967 | 4 | 2.06% | 16,269.83 | 33.10 |
| 1967 | 5 | -0.99% | 16,108.46 | 33.20 |
| 1967 | 6 | 1.99% | 16,429.41 | 33.30 |
| 1967 | 7 | 1.85% | 16,733.63 | 33.40 |
| 1967 | 8 | 1.65% | 17,010.39 | 33.50 |
| 1967 | 9 | 0.10% | 17,026.96 | 33.60 |
| 1967 | 10 | -2.88% | 16,536.29 | 33.70 |
| 1967 | 11 | 3.11% | 17,050.85 | 33.80 |
| 1967 | 12 | -0.02% | 17,047.87 | 33.90 |
| 1968 | 1 | -4.26% | 16,322.14 | 34.10 |
| 1968 | 2 | -1.56% | 16,067.65 | 34.20 |
| 1968 | 3 | 7.66% | 17,298.70 | 34.30 |
| 1968 | 4 | 2.56% | 17,741.15 | 34.40 |
| 1968 | 5 | 2.94% | 18,262.87 | 34.50 |
| 1968 | 6 | 0.05% | 18,271.80 | 34.70 |
| 1968 | 7 | -1.93% | 17,918.44 | 34.90 |
| 1968 | 8 | 3.51% | 18,546.96 | 35.00 |
| 1968 | 9 | 2.72% | 19,050.91 | 35.10 |
| 1968 | 10 | 1.79% | 19,391.12 | 35.30 |
| 1968 | 11 | 1.29% | 19,640.35 | 35.40 |
| 1968 | 12 | -3.99% | 18,857.66 | 35.50 |
| 1969 | 1 | -0.24% | 18,812.67 | 35.60 |
| 1969 | 2 | -1.91% | 18,452.64 | 35.80 |
| 1969 | 3 | 2.27% | 18,872.30 | 36.10 |
| 1969 | 4 | 3.51% | 19,535.37 | 36.30 |
| 1969 | 5 | -4.97% | 18,564.21 | 36.40 |
| 1969 | 6 | -4.21% | 17,783.52 | 36.60 |
| 1969 | 7 | -0.28% | 17,733.08 | 36.80 |
| 1969 | 8 | 0.63% | 17,844.54 | 37.00 |
| 1969 | 9 | 1.35% | 18,084.80 | 37.10 |
| 1969 | 10 | 1.00% | 18,265.19 | 37.30 |
| 1969 | 11 | -5.03% | 17,346.91 | 37.50 |
| 1969 | 12 | -0.59% | 17,244.73 | 37.70 |
| 1970 | 1 | -3.20% | 16,693.58 | 37.80 |
| 1970 | 2 | 2.01% | 17,029.49 | 38.00 |
| 1970 | 3 | -2.75% | 16,561.57 | 38.20 |
| 1970 | 4 | -11.20% | 14,706.84 | 38.50 |
| 1970 | 5 | -0.27% | 14,667.15 | 38.60 |
| 1970 | 6 | 0.52% | 14,743.79 | 38.80 |
| 1970 | 7 | 3.26% | 15,223.82 | 39.00 |
| 1970 | 8 | 6.32% | 16,186.16 | 39.00 |
| 1970 | 9 | 2.49% | 16,589.12 | 39.20 |
| 1970 | 10 | 0.21% | 16,623.42 | 39.40 |
| 1970 | 11 | 7.16% | 17,813.38 | 39.60 |
| 1970 | 12 | 4.11% | 18,545.63 | 39.80 |
| 1971 | 1 | 4.15% | 19,315.47 | 39.80 |
| 1971 | 2 | 2.83% | 19,862.45 | 39.90 |
| 1971 | 3 | 3.67% | 20,592.17 | 40.00 |
| 1971 | 4 | -1.11% | 20,364.04 | 40.10 |
| 1971 | 5 | -1.60% | 20,039.06 | 40.30 |
| 1971 | 6 | -0.46% | 19,946.28 | 40.60 |
| 1971 | 7 | -1.52% | 19,643.68 | 40.70 |
| 1971 | 8 | 2.49% | 20,132.10 | 40.80 |
| 1971 | 9 | -1.86% | 19,756.90 | 40.80 |
| 1971 | 10 | -4.37% | 18,893.22 | 40.90 |
| 1971 | 11 | 7.16% | 20,246.66 | 40.90 |
| 1971 | 12 | 4.42% | 21,142.07 | 41.10 |
| 1972 | 1 | 2.09% | 21,583.30 | 41.10 |
| 1972 | 2 | 2.62% | 22,148.70 | 41.30 |
| 1972 | 3 | 1.26% | 22,427.53 | 41.40 |
| 1972 | 4 | -0.78% | 22,253.52 | 41.50 |
| 1972 | 5 | 0.52% | 22,368.37 | 41.60 |
| 1972 | 6 | -0.50% | 22,255.66 | 41.70 |
| 1972 | 7 | 3.78% | 23,097.74 | 41.90 |
| 1972 | 8 | -1.21% | 22,818.16 | 42.00 |
| 1972 | 9 | 0.42% | 22,913.41 | 42.10 |
| 1972 | 10 | 5.25% | 24,117.32 | 42.30 |
| 1972 | 11 | 2.31% | 24,674.80 | 42.40 |
| 1972 | 12 | 0.99% | 24,918.92 | 42.50 |
| 1973 | 1 | -3.33% | 24,090.34 | 42.60 |
| 1973 | 2 | -1.35% | 23,766.24 | 42.90 |
| 1973 | 3 | -1.63% | 23,378.06 | 43.30 |
| 1973 | 4 | -2.57% | 22,777.30 | 43.60 |
| 1973 | 5 | -1.99% | 22,324.08 | 43.90 |
| 1973 | 6 | 1.21% | 22,594.26 | 44.20 |
| 1973 | 7 | -1.64% | 22,224.75 | 44.30 |
| 1973 | 8 | 2.00% | 22,668.19 | 45.10 |
| 1973 | 9 | 4.24% | 23,628.27 | 45.20 |
| 1973 | 10 | -6.85% | 22,009.05 | 45.60 |
| 1973 | 11 | -6.81% | 20,511.27 | 45.90 |
| 1973 | 12 | 1.70% | 20,860.05 | 46.20 |
| 1974 | 1 | -2.47% | 20,344.21 | 46.60 |
| 1974 | 2 | 4.57% | 21,274.89 | 47.20 |
| 1974 | 3 | -4.82% | 20,250.15 | 47.80 |
| 1974 | 4 | -2.71% | 19,702.25 | 48.00 |
| 1974 | 5 | 0.46% | 19,792.34 | 48.60 |
| 1974 | 6 | -11.35% | 17,546.53 | 49.00 |
| 1974 | 7 | -3.76% | 16,885.94 | 49.40 |
| 1974 | 8 | -10.01% | 15,195.05 | 50.00 |
| 1974 | 9 | 2.38% | 15,556.23 | 50.60 |
| 1974 | 10 | 3.74% | 16,138.57 | 51.10 |
| 1974 | 11 | -6.09% | 15,155.44 | 51.50 |
| 1974 | 12 | 8.63% | 16,463.77 | 51.90 |
| 1975 | 1 | 10.81% | 18,243.10 | 52.10 |
| 1975 | 2 | 4.97% | 19,150.44 | 52.50 |
| 1975 | 3 | 1.49% | 19,435.22 | 52.70 |
| 1975 | 4 | 6.71% | 20,739.83 | 52.90 |
| 1975 | 5 | 2.89% | 21,340.17 | 53.20 |
| 1975 | 6 | 0.43% | 21,432.36 | 53.60 |
| 1975 | 7 | -7.00% | 19,932.90 | 54.20 |
| 1975 | 8 | -0.85% | 19,762.93 | 54.30 |
| 1975 | 9 | 4.97% | 20,745.40 | 54.60 |
| 1975 | 10 | 2.04% | 21,168.96 | 54.90 |
| 1975 | 11 | -1.18% | 20,919.24 | 55.30 |
| 1975 | 12 | 9.55% | 22,916.04 | 55.50 |
| 1976 | 1 | 4.18% | 23,873.51 | 55.60 |
| 1976 | 2 | 0.80% | 24,065.07 | 55.80 |
| 1976 | 3 | 1.10% | 24,328.69 | 55.90 |
| 1976 | 4 | -0.38% | 24,235.45 | 56.10 |
| 1976 | 5 | 0.90% | 24,453.71 | 56.50 |
| 1976 | 6 | 2.67% | 25,105.48 | 56.80 |
| 1976 | 7 | -0.56% | 24,964.74 | 57.10 |
| 1976 | 8 | 2.44% | 25,573.35 | 57.40 |
| 1976 | 9 | -3.11% | 24,778.47 | 57.60 |
| 1976 | 10 | -0.37% | 24,687.63 | 57.90 |
| 1976 | 11 | 3.79% | 25,622.42 | 58.00 |
| 1976 | 12 | -0.54% | 25,484.77 | 58.20 |
| 1977 | 1 | -2.37% | 24,881.13 | 58.50 |
| 1977 | 2 | -0.05% | 24,867.65 | 59.10 |
| 1977 | 3 | -1.19% | 24,570.82 | 59.50 |
| 1977 | 4 | 0.06% | 24,586.66 | 60.00 |
| 1977 | 5 | 0.90% | 24,807.89 | 60.30 |
| 1977 | 6 | 1.28% | 25,126.03 | 60.70 |
| 1977 | 7 | -2.08% | 24,603.76 | 61.00 |
| 1977 | 8 | -1.18% | 24,314.58 | 61.20 |
| 1977 | 9 | -2.20% | 23,780.18 | 61.40 |
| 1977 | 10 | 0.98% | 24,013.50 | 61.60 |
| 1977 | 11 | -0.08% | 23,994.25 | 61.90 |
| 1977 | 12 | -3.39% | 23,180.76 | 62.10 |
| 1978 | 1 | -0.97% | 22,955.45 | 62.50 |
| 1978 | 2 | 0.27% | 23,016.43 | 62.90 |
| 1978 | 3 | 4.83% | 24,128.13 | 63.40 |
| 1978 | 4 | 5.50% | 25,456.21 | 63.90 |
| 1978 | 5 | 0.67% | 25,627.68 | 64.50 |
| 1978 | 6 | -0.06% | 25,611.71 | 65.20 |
| 1978 | 7 | 7.33% | 27,488.58 | 65.70 |
| 1978 | 8 | 0.40% | 27,598.45 | 66.00 |
| 1978 | 9 | -2.77% | 26,833.00 | 66.50 |
| 1978 | 10 | -5.44% | 25,373.92 | 67.10 |
| 1978 | 11 | 1.92% | 25,861.81 | 67.40 |
| 1978 | 12 | 4.19% | 26,944.21 | 67.70 |
| 1979 | 1 | -1.06% | 26,659.42 | 68.30 |
| 1979 | 2 | 2.34% | 27,283.56 | 69.10 |
| 1979 | 3 | 2.43% | 27,946.80 | 69.80 |
| 1979 | 4 | -1.89% | 27,417.76 | 70.60 |
| 1979 | 5 | 2.42% | 28,080.62 | 71.50 |
| 1979 | 6 | 1.42% | 28,479.60 | 72.30 |
| 1979 | 7 | 5.01% | 29,907.67 | 73.10 |
| 1979 | 8 | 1.54% | 30,368.38 | 73.80 |
| 1979 | 9 | -3.35% | 29,350.28 | 74.60 |
| 1979 | 10 | -0.32% | 29,255.64 | 75.20 |
| 1979 | 11 | 4.40% | 30,544.06 | 75.90 |
| 1979 | 12 | 3.31% | 31,555.82 | 76.70 |
| 1980 | 1 | 4.40% | 32,942.96 | 77.80 |
| 1980 | 2 | -8.78% | 30,051.29 | 78.90 |
| 1980 | 3 | -1.16% | 29,702.08 | 80.10 |
| 1980 | 4 | 5.04% | 31,197.91 | 81.00 |
| 1980 | 5 | 6.86% | 33,338.93 | 81.80 |
| 1980 | 6 | 4.97% | 34,995.69 | 82.70 |
| 1980 | 7 | 3.50% | 36,222.18 | 82.70 |
| 1980 | 8 | 2.84% | 37,249.37 | 83.30 |
| 1980 | 9 | 3.32% | 38,487.83 | 84.00 |
| 1980 | 10 | 4.61% | 40,263.92 | 84.80 |
| 1980 | 11 | -1.24% | 39,762.73 | 85.50 |
| 1980 | 12 | 0.01% | 39,766.70 | 86.30 |
| 1981 | 1 | -3.07% | 38,545.79 | 87.00 |
| 1981 | 2 | 4.14% | 40,142.86 | 87.90 |
| 1981 | 3 | 1.29% | 40,662.23 | 88.50 |
| 1981 | 4 | -1.62% | 40,004.61 | 89.10 |
| 1981 | 5 | 0.86% | 40,347.68 | 89.80 |
| 1981 | 6 | -2.02% | 39,534.17 | 90.60 |
| 1981 | 7 | 0.80% | 39,851.46 | 91.60 |
| 1981 | 8 | -8.30% | 36,542.72 | 92.30 |
| 1981 | 9 | 1.73% | 37,173.90 | 93.20 |
| 1981 | 10 | 3.04% | 38,305.38 | 93.40 |
| 1981 | 11 | 1.18% | 38,757.14 | 93.70 |
| 1981 | 12 | -4.80% | 36,895.20 | 94.00 |
| 1982 | 1 | -1.91% | 36,189.06 | 94.30 |
| 1982 | 2 | -2.74% | 35,195.84 | 94.60 |
| 1982 | 3 | 5.47% | 37,120.81 | 94.50 |
| 1982 | 4 | 0.57% | 37,332.27 | 94.90 |
| 1982 | 5 | -5.27% | 35,364.63 | 95.80 |
| 1982 | 6 | 0.24% | 35,450.86 | 97.00 |
| 1982 | 7 | 0.79% | 35,732.33 | 97.50 |
| 1982 | 8 | 12.10% | 40,054.65 | 97.70 |
| 1982 | 9 | 8.88% | 43,612.06 | 97.90 |
| 1982 | 10 | 4.50% | 45,574.57 | 98.20 |
| 1982 | 11 | 1.36% | 46,192.33 | 98.00 |
| 1982 | 12 | 3.93% | 48,005.73 | 97.60 |
| 1983 | 1 | 2.13% | 49,028.26 | 97.80 |
| 1983 | 2 | 3.87% | 50,923.50 | 97.90 |
| 1983 | 3 | 4.20% | 53,060.96 | 97.90 |
| 1983 | 4 | 4.42% | 55,408.38 | 98.60 |
| 1983 | 5 | 1.75% | 56,379.97 | 99.20 |
| 1983 | 6 | 0.71% | 56,779.22 | 99.50 |
| 1983 | 7 | -2.41% | 55,412.43 | 99.90 |
| 1983 | 8 | 3.31% | 57,248.71 | 100.20 |
| 1983 | 9 | 0.65% | 57,619.64 | 100.70 |
| 1983 | 10 | -1.14% | 56,961.96 | 101.00 |
| 1983 | 11 | -0.13% | 56,888.97 | 101.20 |
| 1983 | 12 | 1.58% | 57,785.50 | 101.30 |
| 1984 | 1 | -5.11% | 54,831.41 | 101.90 |
| 1984 | 2 | 0.44% | 55,073.96 | 102.40 |
| 1984 | 3 | 0.51% | 55,353.29 | 102.60 |
| 1984 | 4 | -0.25% | 55,213.49 | 103.10 |
| 1984 | 5 | -1.85% | 54,192.97 | 103.40 |
| 1984 | 6 | -0.91% | 53,700.66 | 103.70 |
| 1984 | 7 | 9.21% | 58,644.64 | 104.10 |
| 1984 | 8 | 1.41% | 59,469.75 | 104.50 |
| 1984 | 9 | -0.41% | 59,224.50 | 105.00 |
| 1984 | 10 | 1.29% | 59,986.07 | 105.30 |
| 1984 | 11 | -0.71% | 59,561.63 | 105.30 |
| 1984 | 12 | 4.70% | 62,359.58 | 105.30 |
| 1985 | 1 | 5.79% | 65,968.55 | 105.50 |
| 1985 | 2 | -0.48% | 65,653.01 | 106.00 |
| 1985 | 3 | 1.02% | 66,325.77 | 106.40 |
| 1985 | 4 | 2.74% | 68,140.20 | 106.90 |
| 1985 | 5 | 2.51% | 69,851.18 | 107.30 |
| 1985 | 6 | 2.25% | 71,420.89 | 107.60 |
| 1985 | 7 | -1.85% | 70,102.95 | 107.80 |
| 1985 | 8 | -1.88% | 68,781.51 | 108.00 |
| 1985 | 9 | 1.50% | 69,810.19 | 108.30 |
| 1985 | 10 | 6.42% | 74,292.36 | 108.70 |
| 1985 | 11 | 5.29% | 78,225.78 | 109.00 |
| 1985 | 12 | 0.75% | 78,813.82 | 109.30 |
| 1986 | 1 | 5.70% | 83,304.04 | 109.60 |
| 1986 | 2 | 6.18% | 88,454.54 | 109.30 |
| 1986 | 3 | 2.74% | 90,879.46 | 108.80 |
| 1986 | 4 | 0.49% | 91,326.43 | 108.60 |
| 1986 | 5 | 3.13% | 94,187.91 | 108.90 |
| 1986 | 6 | -1.80% | 92,488.84 | 109.50 |
| 1986 | 7 | 2.28% | 94,598.37 | 109.50 |
| 1986 | 8 | -2.46% | 92,274.81 | 109.70 |
| 1986 | 9 | -0.09% | 92,191.88 | 110.20 |
| 1986 | 10 | 3.53% | 95,448.98 | 110.30 |
| 1986 | 11 | 1.71% | 97,080.14 | 110.40 |
| 1986 | 12 | 6.67% | 103,558.66 | 110.50 |
| 1987 | 1 | 6.46% | 110,250.49 | 111.20 |
| 1987 | 2 | 4.38% | 115,075.51 | 111.60 |
| 1987 | 3 | -0.86% | 114,089.99 | 112.10 |
| 1987 | 4 | 0.17% | 114,287.17 | 112.70 |
| 1987 | 5 | 4.50% | 119,428.31 | 113.10 |
| 1987 | 6 | 3.12% | 123,156.98 | 113.50 |
| 1987 | 7 | 6.45% | 131,105.55 | 113.80 |
| 1987 | 8 | -3.03% | 127,132.49 | 114.40 |
| 1987 | 9 | -11.85% | 112,062.35 | 115.00 |
| 1987 | 10 | -12.30% | 98,274.86 | 115.30 |
| 1987 | 11 | -1.33% | 96,963.19 | 115.40 |
| 1987 | 12 | 4.25% | 101,080.77 | 115.40 |
| 1988 | 1 | 3.33% | 104,445.31 | 115.70 |
| 1988 | 2 | 3.23% | 107,821.04 | 116.00 |
| 1988 | 3 | -0.89% | 106,865.72 | 116.50 |
| 1988 | 4 | -2.19% | 104,527.21 | 117.10 |
| 1988 | 5 | 6.00% | 110,796.97 | 117.50 |
| 1988 | 6 | -0.31% | 110,456.91 | 118.00 |
| 1988 | 7 | -1.72% | 108,558.72 | 118.50 |
| 1988 | 8 | 1.93% | 110,650.83 | 119.00 |
| 1988 | 9 | 3.80% | 114,857.35 | 119.80 |
| 1988 | 10 | -2.02% | 112,536.95 | 120.20 |
| 1988 | 11 | 2.33% | 115,154.51 | 120.30 |
| 1988 | 12 | 3.51% | 119,199.49 | 120.50 |
| 1989 | 1 | 3.30% | 123,132.90 | 121.10 |
| 1989 | 2 | -0.16% | 122,933.84 | 121.60 |
| 1989 | 3 | 3.56% | 127,316.19 | 122.30 |
| 1989 | 4 | 4.12% | 132,555.63 | 123.10 |
| 1989 | 5 | 3.39% | 137,052.74 | 123.80 |
| 1989 | 6 | 2.80% | 140,890.46 | 124.10 |
| 1989 | 7 | 4.69% | 147,499.28 | 124.40 |
| 1989 | 8 | 0.46% | 148,171.20 | 124.60 |
| 1989 | 9 | 0.29% | 148,595.35 | 125.00 |
| 1989 | 10 | -1.81% | 145,900.49 | 125.60 |
| 1989 | 11 | 2.74% | 149,893.36 | 125.90 |
| 1989 | 12 | -2.21% | 146,578.88 | 126.10 |
| 1990 | 1 | -2.53% | 142,874.56 | 127.40 |
| 1990 | 2 | 2.71% | 146,742.42 | 128.00 |
| 1990 | 3 | 0.20% | 147,030.01 | 128.70 |
| 1990 | 4 | 3.85% | 152,692.03 | 128.90 |
| 1990 | 5 | 3.17% | 157,532.30 | 129.20 |
| 1990 | 6 | 0.17% | 157,799.67 | 129.90 |
| 1990 | 7 | -7.86% | 145,394.68 | 130.40 |
| 1990 | 8 | -4.34% | 139,083.01 | 131.60 |
| 1990 | 9 | -2.32% | 135,862.17 | 132.70 |
| 1990 | 10 | 2.98% | 139,916.04 | 133.50 |
| 1990 | 11 | 4.59% | 146,333.44 | 133.80 |
| 1990 | 12 | -0.69% | 145,330.80 | 133.80 |
| 1991 | 1 | 11.61% | 162,199.02 | 134.60 |
| 1991 | 2 | 3.04% | 167,137.37 | 134.80 |
| 1991 | 3 | 2.26% | 170,912.71 | 135.00 |
| 1991 | 4 | -0.18% | 170,606.99 | 135.20 |
| 1991 | 5 | 0.35% | 171,199.01 | 135.60 |
| 1991 | 6 | 0.78% | 172,535.20 | 136.00 |
| 1991 | 7 | 2.68% | 177,157.30 | 136.20 |
| 1991 | 8 | -0.30% | 176,620.33 | 136.60 |
| 1991 | 9 | 0.18% | 176,941.16 | 137.20 |
| 1991 | 10 | 0.02% | 176,969.11 | 137.40 |
| 1991 | 11 | 0.94% | 178,624.01 | 137.80 |
| 1991 | 12 | 7.36% | 191,767.22 | 137.90 |
| 1992 | 1 | -0.60% | 190,614.99 | 138.10 |
| 1992 | 2 | -1.01% | 188,685.25 | 138.60 |
| 1992 | 3 | 0.26% | 189,183.95 | 139.30 |
| 1992 | 4 | 2.07% | 193,096.93 | 139.50 |
| 1992 | 5 | -1.33% | 190,530.44 | 139.70 |
| 1992 | 6 | 1.91% | 194,173.64 | 140.20 |
| 1992 | 7 | 0.94% | 196,002.21 | 140.50 |
| 1992 | 8 | 0.38% | 196,743.46 | 140.90 |
| 1992 | 9 | -1.18% | 194,417.85 | 141.30 |
| 1992 | 10 | 2.76% | 199,777.76 | 141.80 |
| 1992 | 11 | 3.27% | 206,312.89 | 142.00 |
| 1992 | 12 | 0.14% | 206,607.69 | 141.90 |
| 1993 | 1 | 1.72% | 210,170.12 | 142.60 |
| 1993 | 2 | 2.15% | 214,689.10 | 143.10 |
| 1993 | 3 | -1.34% | 211,808.52 | 143.60 |
| 1993 | 4 | 0.72% | 213,343.55 | 144.00 |
| 1993 | 5 | 0.87% | 215,189.36 | 144.20 |
| 1993 | 6 | 0.06% | 215,320.63 | 144.40 |
| 1993 | 7 | 1.76% | 219,115.58 | 144.40 |
| 1993 | 8 | 1.35% | 222,084.54 | 144.80 |
| 1993 | 9 | 1.24% | 224,842.62 | 145.10 |
| 1993 | 10 | 0.01% | 224,859.59 | 145.70 |
| 1993 | 11 | 0.89% | 226,854.50 | 145.80 |
| 1993 | 12 | 1.74% | 230,792.42 | 145.80 |
| 1994 | 1 | -0.08% | 230,617.70 | 146.20 |
| 1994 | 2 | -1.42% | 227,334.13 | 146.70 |
| 1994 | 3 | -3.35% | 219,726.67 | 147.20 |
| 1994 | 4 | 1.06% | 222,051.91 | 147.40 |
| 1994 | 5 | 1.11% | 224,512.45 | 147.50 |
| 1994 | 6 | -0.52% | 223,347.51 | 148.00 |
| 1994 | 7 | 3.08% | 230,231.26 | 148.40 |
| 1994 | 8 | 0.82% | 232,113.32 | 149.00 |
| 1994 | 9 | -0.44% | 231,082.72 | 149.40 |
| 1994 | 10 | -0.37% | 230,227.98 | 149.50 |
| 1994 | 11 | -1.03% | 227,866.52 | 149.70 |
| 1994 | 12 | 2.45% | 233,451.92 | 149.70 |
| 1995 | 1 | 3.82% | 242,367.67 | 150.30 |
| 1995 | 2 | 2.56% | 248,567.85 | 150.90 |
| 1995 | 3 | 3.22% | 256,560.68 | 151.40 |
| 1995 | 4 | 3.35% | 265,149.72 | 151.90 |
| 1995 | 5 | 3.18% | 273,577.29 | 152.20 |
| 1995 | 6 | 3.55% | 283,282.39 | 152.50 |
| 1995 | 7 | 0.51% | 284,735.98 | 152.50 |
| 1995 | 8 | 3.72% | 295,321.51 | 152.90 |
| 1995 | 9 | 0.91% | 298,016.52 | 153.20 |
| 1995 | 10 | 2.36% | 305,044.90 | 153.70 |
| 1995 | 11 | 3.39% | 315,383.29 | 153.60 |
| 1995 | 12 | 0.16% | 315,896.04 | 153.50 |
| 1996 | 1 | 5.90% | 334,547.78 | 154.40 |
| 1996 | 2 | -0.20% | 333,876.36 | 154.90 |
| 1996 | 3 | 0.20% | 334,534.23 | 155.70 |
| 1996 | 4 | 2.35% | 342,411.93 | 156.30 |
| 1996 | 5 | 1.28% | 346,789.99 | 156.60 |
| 1996 | 6 | -3.48% | 334,733.61 | 156.70 |
| 1996 | 7 | 3.08% | 345,029.19 | 157.00 |
| 1996 | 8 | 2.02% | 352,011.63 | 157.30 |
| 1996 | 9 | 4.12% | 366,512.75 | 157.80 |
| 1996 | 10 | 5.05% | 385,029.27 | 158.30 |
| 1996 | 11 | 1.20% | 389,642.80 | 158.60 |
| 1996 | 12 | 3.26% | 402,335.57 | 158.60 |
| 1997 | 1 | 4.36% | 419,882.08 | 159.10 |
| 1997 | 2 | -0.62% | 417,263.34 | 159.60 |
| 1997 | 3 | -3.41% | 403,054.49 | 160.00 |
| 1997 | 4 | 9.22% | 440,207.37 | 160.20 |
| 1997 | 5 | 5.34% | 463,700.47 | 160.10 |
| 1997 | 6 | 5.74% | 490,297.98 | 160.30 |
| 1997 | 7 | 0.35% | 492,003.18 | 160.50 |
| 1997 | 8 | 1.19% | 497,867.90 | 160.80 |
| 1997 | 9 | 1.65% | 506,059.70 | 161.20 |
| 1997 | 10 | -1.15% | 500,229.67 | 161.60 |
| 1997 | 11 | 2.63% | 513,408.81 | 161.50 |
| 1997 | 12 | 0.24% | 514,626.04 | 161.30 |
| 1998 | 1 | 6.40% | 547,573.21 | 161.60 |
| 1998 | 2 | 5.31% | 576,665.08 | 161.90 |
| 1998 | 3 | 3.41% | 596,304.42 | 162.20 |
| 1998 | 4 | -0.22% | 594,981.47 | 162.50 |
| 1998 | 5 | 0.12% | 595,674.37 | 162.80 |
| 1998 | 6 | 4.47% | 622,287.11 | 163.00 |
| 1998 | 7 | -6.97% | 578,907.43 | 163.20 |
| 1998 | 8 | -4.90% | 550,549.94 | 163.40 |
| 1998 | 9 | 1.29% | 557,656.75 | 163.60 |
| 1998 | 10 | 10.97% | 618,856.15 | 164.00 |
| 1998 | 11 | 4.10% | 644,254.65 | 164.00 |
| 1998 | 12 | 5.05% | 676,774.61 | 163.90 |
| 1999 | 1 | -0.07% | 676,323.13 | 164.30 |
| 1999 | 2 | 2.92% | 696,095.51 | 164.50 |
| 1999 | 3 | 4.25% | 725,679.72 | 165.00 |
| 1999 | 4 | -0.10% | 724,962.52 | 166.20 |
| 1999 | 5 | -0.61% | 720,527.44 | 166.20 |
| 1999 | 6 | 4.52% | 753,112.48 | 166.20 |
| 1999 | 7 | -3.77% | 724,687.11 | 166.70 |
| 1999 | 8 | -0.60% | 720,353.36 | 167.10 |
| 1999 | 9 | -1.27% | 711,187.07 | 167.90 |
| 1999 | 10 | 7.11% | 761,723.66 | 168.20 |
| 1999 | 11 | 2.81% | 783,118.43 | 168.30 |
| 1999 | 12 | -0.12% | 782,187.05 | 168.30 |
| 2000 | 1 | -2.48% | 762,803.85 | 168.80 |
| 2000 | 2 | 3.94% | 792,865.59 | 169.80 |
| 2000 | 3 | 1.42% | 804,161.28 | 171.20 |
| 2000 | 4 | -2.84% | 781,332.79 | 171.30 |
| 2000 | 5 | 3.16% | 806,050.10 | 171.50 |
| 2000 | 6 | 0.85% | 812,904.29 | 172.40 |
| 2000 | 7 | 0.94% | 820,543.24 | 172.80 |
| 2000 | 8 | -1.08% | 811,684.24 | 172.80 |
| 2000 | 9 | -5.21% | 769,361.16 | 173.70 |
| 2000 | 10 | -0.77% | 763,417.35 | 174.00 |
| 2000 | 11 | -3.32% | 738,071.33 | 174.10 |
| 2000 | 12 | 0.46% | 741,429.61 | 174.00 |
| 2001 | 1 | -2.14% | 725,590.76 | 175.10 |
| 2001 | 2 | -9.08% | 659,707.83 | 175.80 |
| 2001 | 3 | 0.45% | 662,667.89 | 176.20 |
| 2001 | 4 | 6.88% | 708,255.02 | 176.90 |
| 2001 | 5 | -2.39% | 691,337.27 | 177.70 |
| 2001 | 6 | -2.66% | 672,946.13 | 178.00 |
| 2001 | 7 | -2.05% | 659,178.74 | 177.50 |
| 2001 | 8 | -11.25% | 585,038.76 | 177.50 |
| 2001 | 9 | 3.18% | 603,666.58 | 178.30 |
| 2001 | 10 | 5.05% | 634,170.74 | 177.70 |
| 2001 | 11 | 1.47% | 643,467.99 | 177.40 |
| 2001 | 12 | -0.30% | 641,552.46 | 176.70 |
| 2002 | 1 | -3.35% | 620,042.68 | 177.10 |
| 2002 | 2 | 4.95% | 650,705.47 | 177.80 |
| 2002 | 3 | -3.51% | 627,836.87 | 178.80 |
| 2002 | 4 | -2.82% | 610,129.54 | 179.80 |
| 2002 | 5 | -5.92% | 574,004.02 | 179.80 |
| 2002 | 6 | -10.76% | 512,249.80 | 179.90 |
| 2002 | 7 | 1.14% | 518,083.26 | 180.10 |
| 2002 | 8 | -4.76% | 493,434.25 | 180.70 |
| 2002 | 9 | -1.37% | 486,688.80 | 181.00 |
| 2002 | 10 | 6.63% | 518,934.74 | 181.30 |
| 2002 | 11 | -1.04% | 513,563.44 | 181.30 |
| 2002 | 12 | -0.22% | 512,420.68 | 180.90 |
| 2003 | 1 | -6.41% | 479,549.73 | 181.70 |
| 2003 | 2 | 1.31% | 485,821.75 | 183.10 |
| 2003 | 3 | 5.29% | 511,501.60 | 184.20 |
| 2003 | 4 | 5.31% | 538,673.65 | 183.80 |
| 2003 | 5 | 5.70% | 569,400.59 | 183.50 |
| 2003 | 6 | 0.60% | 572,793.66 | 183.70 |
| 2003 | 7 | -0.17% | 571,840.96 | 183.90 |
| 2003 | 8 | 3.16% | 589,917.89 | 184.60 |
| 2003 | 9 | 2.03% | 601,880.42 | 185.20 |
| 2003 | 10 | 1.21% | 609,166.70 | 185.00 |
| 2003 | 11 | 3.06% | 627,830.41 | 184.50 |
| 2003 | 12 | 4.93% | 658,813.60 | 184.30 |
| 2004 | 1 | 1.09% | 665,972.68 | 185.20 |
| 2004 | 2 | -1.57% | 655,548.89 | 186.20 |
| 2004 | 3 | 0.97% | 661,895.50 | 187.40 |
| 2004 | 4 | -2.56% | 644,922.83 | 188.00 |
| 2004 | 5 | 2.86% | 663,352.64 | 189.10 |
| 2004 | 6 | -2.24% | 648,501.63 | 189.70 |
| 2004 | 7 | -1.39% | 639,503.22 | 189.40 |
| 2004 | 8 | 2.78% | 657,298.19 | 189.50 |
| 2004 | 9 | 0.10% | 657,972.55 | 189.90 |
| 2004 | 10 | 4.77% | 689,383.47 | 190.90 |
| 2004 | 11 | 2.73% | 708,186.05 | 191.00 |
| 2004 | 12 | -1.35% | 698,631.05 | 190.30 |
| 2005 | 1 | 1.68% | 710,376.48 | 190.70 |
| 2005 | 2 | -0.26% | 708,560.84 | 191.80 |
| 2005 | 3 | -2.41% | 691,492.19 | 193.30 |
| 2005 | 4 | 1.34% | 700,729.63 | 194.60 |
| 2005 | 5 | 2.18% | 716,010.42 | 194.40 |
| 2005 | 6 | 1.81% | 728,954.39 | 194.50 |
| 2005 | 7 | 0.31% | 731,214.29 | 195.40 |
| 2005 | 8 | 0.28% | 733,259.42 | 196.40 |
| 2005 | 9 | -2.62% | 714,017.08 | 198.80 |
| 2005 | 10 | 3.96% | 742,303.17 | 199.20 |
| 2005 | 11 | 2.14% | 758,219.13 | 197.60 |
| 2005 | 12 | 1.47% | 769,340.46 | 196.80 |
| 2006 | 1 | -0.02% | 769,212.44 | 198.30 |
| 2006 | 2 | 1.49% | 780,644.00 | 198.70 |
| 2006 | 3 | 0.80% | 786,876.12 | 199.80 |
| 2006 | 4 | -0.79% | 780,686.28 | 201.50 |
| 2006 | 5 | -2.71% | 759,562.52 | 202.50 |
| 2006 | 6 | 0.72% | 765,031.68 | 202.90 |
| 2006 | 7 | 2.29% | 782,564.36 | 203.50 |
| 2006 | 8 | 2.53% | 802,372.43 | 203.90 |
| 2006 | 9 | 3.62% | 831,385.52 | 202.90 |
| 2006 | 10 | 2.00% | 848,026.89 | 201.80 |
| 2006 | 11 | 2.15% | 866,244.75 | 201.50 |
| 2006 | 12 | 0.69% | 872,246.32 | 201.80 |
| 2007 | 1 | 1.60% | 886,167.79 | 202.42 |
| 2007 | 2 | -2.47% | 864,244.97 | 203.50 |
| 2007 | 3 | 4.18% | 900,372.65 | 205.35 |
| 2007 | 4 | 3.39% | 930,911.07 | 206.69 |
| 2007 | 5 | 0.34% | 934,121.80 | 207.95 |
| 2007 | 6 | 0.57% | 939,489.45 | 208.35 |
| 2007 | 7 | -4.20% | 900,020.48 | 208.30 |
| 2007 | 8 | 3.07% | 927,693.80 | 207.92 |
| 2007 | 9 | 2.99% | 955,446.99 | 208.49 |
| 2007 | 10 | -4.81% | 909,525.25 | 208.94 |
| 2007 | 11 | 1.24% | 920,787.18 | 210.18 |
| 2007 | 12 | -6.64% | 859,691.13 | 210.04 |
| 2008 | 1 | -1.56% | 846,245.86 | 211.08 |
| 2008 | 2 | -2.63% | 824,018.06 | 211.69 |
| 2008 | 3 | 4.24% | 858,987.76 | 213.53 |
| 2008 | 4 | 2.56% | 881,000.22 | 214.82 |
| 2008 | 5 | -4.25% | 843,587.82 | 216.63 |
| 2008 | 6 | -6.08% | 792,310.58 | 218.82 |
| 2008 | 7 | 2.11% | 809,032.57 | 219.96 |
| 2008 | 8 | -4.85% | 769,814.42 | 219.09 |
| 2008 | 9 | -20.19% | 614,361.29 | 218.78 |
| 2008 | 10 | -8.61% | 561,493.36 | 216.57 |
| 2008 | 11 | -0.35% | 559,521.30 | 212.43 |
| 2008 | 12 | -1.10% | 553,391.43 | 210.23 |
| 2009 | 1 | -6.70% | 516,300.33 | 211.14 |
| 2009 | 2 | -5.69% | 486,936.08 | 212.19 |
| 2009 | 3 | 12.32% | 546,935.13 | 212.71 |
| 2009 | 4 | 6.66% | 583,360.03 | 213.24 |
| 2009 | 5 | 2.87% | 600,095.82 | 213.86 |
| 2009 | 6 | 1.28% | 607,762.90 | 215.69 |
| 2009 | 7 | 8.12% | 657,117.77 | 215.35 |
| 2009 | 8 | 3.65% | 681,104.83 | 215.83 |
| 2009 | 9 | 2.40% | 697,472.51 | 215.97 |
| 2009 | 10 | 2.09% | 712,079.86 | 216.18 |
| 2009 | 11 | 2.23% | 727,929.74 | 216.33 |
| 2009 | 12 | 1.36% | 737,807.52 | 215.95 |
| 2010 | 1 | -2.90% | 716,422.36 | 216.69 |
| 2010 | 2 | 5.94% | 758,999.60 | 216.74 |
| 2010 | 3 | 4.09% | 790,026.97 | 217.63 |
| 2010 | 4 | -5.88% | 743,554.45 | 218.01 |
| 2010 | 5 | -3.54% | 717,206.12 | 218.18 |
| 2010 | 6 | -0.16% | 716,065.24 | 217.97 |
| 2010 | 7 | 0.86% | 722,249.26 | 218.01 |
| 2010 | 8 | 3.37% | 746,597.40 | 218.31 |
| 2010 | 9 | 4.58% | 780,772.43 | 218.44 |
| 2010 | 10 | 2.49% | 800,220.80 | 218.71 |
| 2010 | 11 | 3.71% | 829,938.89 | 218.80 |
| 2010 | 12 | 3.46% | 858,672.97 | 219.18 |
| 2011 | 1 | 3.15% | 885,728.59 | 220.22 |
| 2011 | 2 | -1.11% | 875,875.21 | 221.31 |
| 2011 | 3 | 2.22% | 895,328.25 | 223.47 |
| 2011 | 4 | 0.66% | 901,230.56 | 224.91 |
| 2011 | 5 | -3.66% | 868,222.09 | 225.96 |
| 2011 | 6 | 3.10% | 895,152.04 | 225.72 |
| 2011 | 7 | -10.40% | 802,050.44 | 225.92 |
| 2011 | 8 | -0.79% | 795,720.30 | 226.55 |
| 2011 | 9 | 3.02% | 819,742.34 | 226.89 |
| 2011 | 10 | 1.77% | 834,228.20 | 226.42 |
| 2011 | 11 | 1.55% | 847,198.37 | 226.23 |
| 2011 | 12 | 4.78% | 887,716.12 | 225.67 |
| 2012 | 1 | 4.16% | 924,668.27 | 226.67 |
| 2012 | 2 | 2.88% | 951,334.20 | 227.66 |
| 2012 | 3 | -0.04% | 950,970.69 | 229.39 |
| 2012 | 4 | -3.09% | 921,576.64 | 230.09 |
| 2012 | 5 | -1.15% | 910,956.29 | 229.82 |
| 2012 | 6 | 2.92% | 937,566.11 | 229.48 |
| 2012 | 7 | 3.39% | 969,328.05 | 229.10 |
| 2012 | 8 | 3.02% | 998,613.06 | 230.38 |
| 2012 | 9 | -0.22% | 996,444.72 | 231.41 |
| 2012 | 10 | -2.84% | 968,170.66 | 231.32 |
| 2012 | 11 | 2.18% | 989,233.55 | 230.22 |
| 2012 | 12 | 4.27% | 1,031,461.58 | 229.60 |
| 2013 | 1 | 2.33% | 1,055,525.80 | 230.28 |
| 2013 | 2 | 2.72% | 1,084,262.00 | 232.17 |
| 2013 | 3 | 1.45% | 1,100,024.91 | 232.77 |
| 2013 | 4 | 4.57% | 1,150,343.02 | 232.53 |
| 2013 | 5 | -1.12% | 1,137,484.77 | 232.95 |
| 2013 | 6 | 3.25% | 1,174,503.95 | 233.50 |
| 2013 | 7 | 0.25% | 1,177,469.91 | 233.60 |
| 2013 | 8 | 1.19% | 1,191,510.85 | 233.88 |
| 2013 | 9 | 2.12% | 1,216,741.69 | 234.15 |
| 2013 | 10 | 3.86% | 1,263,707.85 | 233.55 |
| 2013 | 11 | 1.52% | 1,282,937.20 | 233.07 |
| 2013 | 12 | 0.97% | 1,295,353.57 | 233.05 |
| 2014 | 1 | -0.13% | 1,293,669.14 | 233.92 |
| 2014 | 2 | 2.72% | 1,328,886.30 | 234.78 |
| 2014 | 3 | 0.20% | 1,331,566.98 | 236.29 |
| 2014 | 4 | 1.53% | 1,351,967.05 | 237.07 |
| 2014 | 5 | 3.20% | 1,395,180.22 | 237.90 |
| 2014 | 6 | 1.50% | 1,416,049.63 | 238.34 |
| 2014 | 7 | -0.43% | 1,410,003.79 | 238.25 |
| 2014 | 8 | 1.78% | 1,435,074.14 | 237.85 |
| 2014 | 9 | -2.65% | 1,397,093.70 | 238.03 |
| 2014 | 10 | 5.71% | 1,476,807.01 | 237.43 |
| 2014 | 11 | 0.63% | 1,486,168.31 | 236.15 |
| 2014 | 12 | -1.11% | 1,469,671.16 | 234.81 |
| 2015 | 1 | 2.83% | 1,511,224.61 | 233.71 |
| 2015 | 2 | 0.06% | 1,512,061.28 | 234.72 |
| 2015 | 3 | 0.88% | 1,525,343.37 | 236.12 |
| 2015 | 4 | 0.98% | 1,540,275.02 | 236.60 |
| 2015 | 5 | -0.44% | 1,533,567.12 | 237.81 |
| 2015 | 6 | -0.08% | 1,532,345.94 | 238.64 |
| 2015 | 7 | -2.42% | 1,495,195.78 | 238.65 |
| 2015 | 8 | -4.51% | 1,427,805.88 | 238.32 |
| 2015 | 9 | 4.32% | 1,489,445.96 | 237.95 |
| 2015 | 10 | 2.93% | 1,533,123.52 | 237.84 |
| 2015 | 11 | -1.10% | 1,516,213.63 | 237.34 |
| 2015 | 12 | -6.42% | 1,418,878.45 | 236.53 |
| 2016 | 1 | -0.55% | 1,411,075.91 | 236.92 |
| 2016 | 2 | 6.36% | 1,500,858.82 | 237.11 |
| 2016 | 3 | 2.83% | 1,543,352.04 | 238.13 |
| 2016 | 4 | -0.30% | 1,538,654.62 | 239.26 |
| 2016 | 5 | 1.07% | 1,555,064.22 | 240.23 |
| 2016 | 6 | 3.30% | 1,606,341.51 | 241.02 |
| 2016 | 7 | 1.20% | 1,625,605.67 | 240.63 |
| 2016 | 8 | -0.44% | 1,618,474.61 | 240.85 |
| 2016 | 9 | -0.51% | 1,610,285.43 | 241.43 |
| 2016 | 10 | 1.20% | 1,629,627.55 | 241.73 |
| 2016 | 11 | 3.95% | 1,693,932.06 | 241.35 |
| 2016 | 12 | 1.44% | 1,718,284.62 | 241.43 |
Click to show 630 more rows
Remember, returns are based on the average closing price across the entire month. Some losses are offset by dividend returns.
Dollar-cost averaging
Dollar-cost averaging is an alternative to investing the full lump-sum of $10,000.00 up-front. Instead, the capital is invested over a period of time.
Consider a strategy in which $10,000.00 was invested in the S&P 500 over a period of no more than 24 months beginning in 1963. This would result in a final amount of $1,444,808.28, including dividend reinvestments. In this particular case, dollar-cost average returns are less than the returns of a lump-sum investment (which ends with $1,718,284.62).
| Year | Month | Contribution ($) | Amount ($) |
|---|---|---|---|
| 1963 | 1 | 416.66 | 422.17 |
| 1963 | 2 | 416.66 | 836.79 |
| 1963 | 3 | 416.66 | 1,314.71 |
| 1963 | 4 | 416.66 | 1,769.57 |
| 1963 | 5 | 416.66 | 2,189.89 |
| 1963 | 6 | 416.66 | 2,573.61 |
| 1963 | 7 | 416.66 | 3,079.80 |
| 1963 | 8 | 416.66 | 3,596.56 |
| 1963 | 9 | 416.66 | 4,032.22 |
| 1963 | 10 | 416.66 | 4,434.18 |
| 1963 | 11 | 416.66 | 4,965.86 |
| 1963 | 12 | 416.66 | 5,560.70 |
| 1964 | 1 | 416.66 | 6,064.78 |
| 1964 | 2 | 416.66 | 6,614.63 |
| 1964 | 3 | 416.66 | 7,149.32 |
| 1964 | 4 | 416.66 | 7,657.29 |
| 1964 | 5 | 416.66 | 8,044.62 |
| 1964 | 6 | 416.66 | 8,795.40 |
| 1964 | 7 | 416.66 | 9,098.15 |
| 1964 | 8 | 416.66 | 9,700.80 |
| 1964 | 9 | 416.66 | 10,315.77 |
| 1964 | 10 | 416.66 | 10,831.98 |
| 1964 | 11 | 416.66 | 11,080.00 |
| 1964 | 12 | 416.82 | 11,820.08 |
| 1965 | 1 | - | 11,935.33 |
| 1965 | 2 | - | 11,975.39 |
| 1965 | 3 | - | 12,161.92 |
| 1965 | 4 | - | 12,372.64 |
| 1965 | 5 | - | 11,814.96 |
| 1965 | 6 | - | 11,827.12 |
| 1965 | 7 | - | 12,077.68 |
| 1965 | 8 | - | 12,512.01 |
| 1965 | 9 | - | 12,824.41 |
| 1965 | 10 | - | 12,962.40 |
| 1965 | 11 | - | 12,934.97 |
| 1965 | 12 | - | 13,191.14 |
| 1966 | 1 | - | 13,134.36 |
| 1966 | 2 | - | 12,627.07 |
| 1966 | 3 | - | 13,046.41 |
| 1966 | 4 | - | 12,393.10 |
| 1966 | 5 | - | 12,323.76 |
| 1966 | 6 | - | 12,326.03 |
| 1966 | 7 | - | 11,614.88 |
| 1966 | 8 | - | 11,240.32 |
| 1966 | 9 | - | 11,176.88 |
| 1966 | 10 | - | 11,771.05 |
| 1966 | 11 | - | 11,855.31 |
| 1966 | 12 | - | 12,344.96 |
| 1967 | 1 | - | 12,805.43 |
| 1967 | 2 | - | 13,142.69 |
| 1967 | 3 | - | 13,404.56 |
| 1967 | 4 | - | 13,680.38 |
| 1967 | 5 | - | 13,544.70 |
| 1967 | 6 | - | 13,814.56 |
| 1967 | 7 | - | 14,070.36 |
| 1967 | 8 | - | 14,303.07 |
| 1967 | 9 | - | 14,317.00 |
| 1967 | 10 | - | 13,904.43 |
| 1967 | 11 | - | 14,337.10 |
| 1967 | 12 | - | 14,334.59 |
| 1968 | 1 | - | 13,724.37 |
| 1968 | 2 | - | 13,510.37 |
| 1968 | 3 | - | 14,545.50 |
| 1968 | 4 | - | 14,917.53 |
| 1968 | 5 | - | 15,356.21 |
| 1968 | 6 | - | 15,363.72 |
| 1968 | 7 | - | 15,066.60 |
| 1968 | 8 | - | 15,595.09 |
| 1968 | 9 | - | 16,018.83 |
| 1968 | 10 | - | 16,304.89 |
| 1968 | 11 | - | 16,514.46 |
| 1968 | 12 | - | 15,856.34 |
| 1969 | 1 | - | 15,818.51 |
| 1969 | 2 | - | 15,515.78 |
| 1969 | 3 | - | 15,868.64 |
| 1969 | 4 | - | 16,426.19 |
| 1969 | 5 | - | 15,609.59 |
| 1969 | 6 | - | 14,953.15 |
| 1969 | 7 | - | 14,910.75 |
| 1969 | 8 | - | 15,004.46 |
| 1969 | 9 | - | 15,206.49 |
| 1969 | 10 | - | 15,358.17 |
| 1969 | 11 | - | 14,586.04 |
| 1969 | 12 | - | 14,500.12 |
| 1970 | 1 | - | 14,036.68 |
| 1970 | 2 | - | 14,319.14 |
| 1970 | 3 | - | 13,925.69 |
| 1970 | 4 | - | 12,366.15 |
| 1970 | 5 | - | 12,332.78 |
| 1970 | 6 | - | 12,397.22 |
| 1970 | 7 | - | 12,800.85 |
| 1970 | 8 | - | 13,610.03 |
| 1970 | 9 | - | 13,948.85 |
| 1970 | 10 | - | 13,977.69 |
| 1970 | 11 | - | 14,978.26 |
| 1970 | 12 | - | 15,593.97 |
| 1971 | 1 | - | 16,241.29 |
| 1971 | 2 | - | 16,701.21 |
| 1971 | 3 | - | 17,314.79 |
| 1971 | 4 | - | 17,122.97 |
| 1971 | 5 | - | 16,849.71 |
| 1971 | 6 | - | 16,771.70 |
| 1971 | 7 | - | 16,517.26 |
| 1971 | 8 | - | 16,927.94 |
| 1971 | 9 | - | 16,612.46 |
| 1971 | 10 | - | 15,886.24 |
| 1971 | 11 | - | 17,024.27 |
| 1971 | 12 | - | 17,777.17 |
| 1972 | 1 | - | 18,148.18 |
| 1972 | 2 | - | 18,623.59 |
| 1972 | 3 | - | 18,858.04 |
| 1972 | 4 | - | 18,711.72 |
| 1972 | 5 | - | 18,808.29 |
| 1972 | 6 | - | 18,713.53 |
| 1972 | 7 | - | 19,421.59 |
| 1972 | 8 | - | 19,186.50 |
| 1972 | 9 | - | 19,266.59 |
| 1972 | 10 | - | 20,278.89 |
| 1972 | 11 | - | 20,747.64 |
| 1972 | 12 | - | 20,952.91 |
| 1973 | 1 | - | 20,256.20 |
| 1973 | 2 | - | 19,983.68 |
| 1973 | 3 | - | 19,657.29 |
| 1973 | 4 | - | 19,152.15 |
| 1973 | 5 | - | 18,771.06 |
| 1973 | 6 | - | 18,998.23 |
| 1973 | 7 | - | 18,687.53 |
| 1973 | 8 | - | 19,060.40 |
| 1973 | 9 | - | 19,867.67 |
| 1973 | 10 | - | 18,506.17 |
| 1973 | 11 | - | 17,246.77 |
| 1973 | 12 | - | 17,540.04 |
| 1974 | 1 | - | 17,106.30 |
| 1974 | 2 | - | 17,888.85 |
| 1974 | 3 | - | 17,027.21 |
| 1974 | 4 | - | 16,566.51 |
| 1974 | 5 | - | 16,642.25 |
| 1974 | 6 | - | 14,753.88 |
| 1974 | 7 | - | 14,198.43 |
| 1974 | 8 | - | 12,776.66 |
| 1974 | 9 | - | 13,080.35 |
| 1974 | 10 | - | 13,570.01 |
| 1974 | 11 | - | 12,743.35 |
| 1974 | 12 | - | 13,843.45 |
| 1975 | 1 | - | 15,339.59 |
| 1975 | 2 | - | 16,102.52 |
| 1975 | 3 | - | 16,341.97 |
| 1975 | 4 | - | 17,438.95 |
| 1975 | 5 | - | 17,943.74 |
| 1975 | 6 | - | 18,021.26 |
| 1975 | 7 | - | 16,760.45 |
| 1975 | 8 | - | 16,617.53 |
| 1975 | 9 | - | 17,443.63 |
| 1975 | 10 | - | 17,799.78 |
| 1975 | 11 | - | 17,589.81 |
| 1975 | 12 | - | 19,268.80 |
| 1976 | 1 | - | 20,073.88 |
| 1976 | 2 | - | 20,234.96 |
| 1976 | 3 | - | 20,456.62 |
| 1976 | 4 | - | 20,378.21 |
| 1976 | 5 | - | 20,561.74 |
| 1976 | 6 | - | 21,109.78 |
| 1976 | 7 | - | 20,991.44 |
| 1976 | 8 | - | 21,503.18 |
| 1976 | 9 | - | 20,834.82 |
| 1976 | 10 | - | 20,758.43 |
| 1976 | 11 | - | 21,544.45 |
| 1976 | 12 | - | 21,428.70 |
| 1977 | 1 | - | 20,921.14 |
| 1977 | 2 | - | 20,909.80 |
| 1977 | 3 | - | 20,660.21 |
| 1977 | 4 | - | 20,673.53 |
| 1977 | 5 | - | 20,859.55 |
| 1977 | 6 | - | 21,127.06 |
| 1977 | 7 | - | 20,687.91 |
| 1977 | 8 | - | 20,444.76 |
| 1977 | 9 | - | 19,995.41 |
| 1977 | 10 | - | 20,191.59 |
| 1977 | 11 | - | 20,175.41 |
| 1977 | 12 | - | 19,491.39 |
| 1978 | 1 | - | 19,301.94 |
| 1978 | 2 | - | 19,353.22 |
| 1978 | 3 | - | 20,287.98 |
| 1978 | 4 | - | 21,404.69 |
| 1978 | 5 | - | 21,548.86 |
| 1978 | 6 | - | 21,535.44 |
| 1978 | 7 | - | 23,113.59 |
| 1978 | 8 | - | 23,205.97 |
| 1978 | 9 | - | 22,562.35 |
| 1978 | 10 | - | 21,335.49 |
| 1978 | 11 | - | 21,745.74 |
| 1978 | 12 | - | 22,655.86 |
| 1979 | 1 | - | 22,416.40 |
| 1979 | 2 | - | 22,941.20 |
| 1979 | 3 | - | 23,498.88 |
| 1979 | 4 | - | 23,054.04 |
| 1979 | 5 | - | 23,611.41 |
| 1979 | 6 | - | 23,946.89 |
| 1979 | 7 | - | 25,147.66 |
| 1979 | 8 | - | 25,535.05 |
| 1979 | 9 | - | 24,678.99 |
| 1979 | 10 | - | 24,599.41 |
| 1979 | 11 | - | 25,682.77 |
| 1979 | 12 | - | 26,533.50 |
| 1980 | 1 | - | 27,699.87 |
| 1980 | 2 | - | 25,268.43 |
| 1980 | 3 | - | 24,974.80 |
| 1980 | 4 | - | 26,232.56 |
| 1980 | 5 | - | 28,032.82 |
| 1980 | 6 | - | 29,425.90 |
| 1980 | 7 | - | 30,457.18 |
| 1980 | 8 | - | 31,320.89 |
| 1980 | 9 | - | 32,362.24 |
| 1980 | 10 | - | 33,855.66 |
| 1980 | 11 | - | 33,434.23 |
| 1980 | 12 | - | 33,437.57 |
| 1981 | 1 | - | 32,410.97 |
| 1981 | 2 | - | 33,753.86 |
| 1981 | 3 | - | 34,190.56 |
| 1981 | 4 | - | 33,637.61 |
| 1981 | 5 | - | 33,926.08 |
| 1981 | 6 | - | 33,242.05 |
| 1981 | 7 | - | 33,508.84 |
| 1981 | 8 | - | 30,726.70 |
| 1981 | 9 | - | 31,257.43 |
| 1981 | 10 | - | 32,208.82 |
| 1981 | 11 | - | 32,588.68 |
| 1981 | 12 | - | 31,023.08 |
| 1982 | 1 | - | 30,429.33 |
| 1982 | 2 | - | 29,594.19 |
| 1982 | 3 | - | 31,212.79 |
| 1982 | 4 | - | 31,390.59 |
| 1982 | 5 | - | 29,736.11 |
| 1982 | 6 | - | 29,808.62 |
| 1982 | 7 | - | 30,045.30 |
| 1982 | 8 | - | 33,679.69 |
| 1982 | 9 | - | 36,670.92 |
| 1982 | 10 | - | 38,321.08 |
| 1982 | 11 | - | 38,840.52 |
| 1982 | 12 | - | 40,365.30 |
| 1983 | 1 | - | 41,225.09 |
| 1983 | 2 | - | 42,818.69 |
| 1983 | 3 | - | 44,615.96 |
| 1983 | 4 | - | 46,589.77 |
| 1983 | 5 | - | 47,406.73 |
| 1983 | 6 | - | 47,742.43 |
| 1983 | 7 | - | 46,593.18 |
| 1983 | 8 | - | 48,137.20 |
| 1983 | 9 | - | 48,449.09 |
| 1983 | 10 | - | 47,896.09 |
| 1983 | 11 | - | 47,834.72 |
| 1983 | 12 | - | 48,588.56 |
| 1984 | 1 | - | 46,104.63 |
| 1984 | 2 | - | 46,308.57 |
| 1984 | 3 | - | 46,543.45 |
| 1984 | 4 | - | 46,425.90 |
| 1984 | 5 | - | 45,567.80 |
| 1984 | 6 | - | 45,153.84 |
| 1984 | 7 | - | 49,310.96 |
| 1984 | 8 | - | 50,004.75 |
| 1984 | 9 | - | 49,798.53 |
| 1984 | 10 | - | 50,438.89 |
| 1984 | 11 | - | 50,082.01 |
| 1984 | 12 | - | 52,434.64 |
| 1985 | 1 | - | 55,469.22 |
| 1985 | 2 | - | 55,203.90 |
| 1985 | 3 | - | 55,769.58 |
| 1985 | 4 | - | 57,295.24 |
| 1985 | 5 | - | 58,733.90 |
| 1985 | 6 | - | 60,053.78 |
| 1985 | 7 | - | 58,945.60 |
| 1985 | 8 | - | 57,834.48 |
| 1985 | 9 | - | 58,699.43 |
| 1985 | 10 | - | 62,468.24 |
| 1985 | 11 | - | 65,775.63 |
| 1985 | 12 | - | 66,270.08 |
| 1986 | 1 | - | 70,045.65 |
| 1986 | 2 | - | 74,376.42 |
| 1986 | 3 | - | 76,415.39 |
| 1986 | 4 | - | 76,791.23 |
| 1986 | 5 | - | 79,197.28 |
| 1986 | 6 | - | 77,768.63 |
| 1986 | 7 | - | 79,542.42 |
| 1986 | 8 | - | 77,588.67 |
| 1986 | 9 | - | 77,518.94 |
| 1986 | 10 | - | 80,257.64 |
| 1986 | 11 | - | 81,629.20 |
| 1986 | 12 | - | 87,076.62 |
| 1987 | 1 | - | 92,703.40 |
| 1987 | 2 | - | 96,760.48 |
| 1987 | 3 | - | 95,931.81 |
| 1987 | 4 | - | 96,097.61 |
| 1987 | 5 | - | 100,420.51 |
| 1987 | 6 | - | 103,555.74 |
| 1987 | 7 | - | 110,239.23 |
| 1987 | 8 | - | 106,898.52 |
| 1987 | 9 | - | 94,226.89 |
| 1987 | 10 | - | 82,633.76 |
| 1987 | 11 | - | 81,530.86 |
| 1987 | 12 | - | 84,993.10 |
| 1988 | 1 | - | 87,822.15 |
| 1988 | 2 | - | 90,660.61 |
| 1988 | 3 | - | 89,857.34 |
| 1988 | 4 | - | 87,891.02 |
| 1988 | 5 | - | 93,162.90 |
| 1988 | 6 | - | 92,876.96 |
| 1988 | 7 | - | 91,280.88 |
| 1988 | 8 | - | 93,040.02 |
| 1988 | 9 | - | 96,577.05 |
| 1988 | 10 | - | 94,625.95 |
| 1988 | 11 | - | 96,826.91 |
| 1988 | 12 | - | 100,228.11 |
| 1989 | 1 | - | 103,535.48 |
| 1989 | 2 | - | 103,368.11 |
| 1989 | 3 | - | 107,052.98 |
| 1989 | 4 | - | 111,458.53 |
| 1989 | 5 | - | 115,239.90 |
| 1989 | 6 | - | 118,466.81 |
| 1989 | 7 | - | 124,023.80 |
| 1989 | 8 | - | 124,588.77 |
| 1989 | 9 | - | 124,945.42 |
| 1989 | 10 | - | 122,679.47 |
| 1989 | 11 | - | 126,036.85 |
| 1989 | 12 | - | 123,249.89 |
| 1990 | 1 | - | 120,135.13 |
| 1990 | 2 | - | 123,387.39 |
| 1990 | 3 | - | 123,629.22 |
| 1990 | 4 | - | 128,390.08 |
| 1990 | 5 | - | 132,459.99 |
| 1990 | 6 | - | 132,684.81 |
| 1990 | 7 | - | 122,254.16 |
| 1990 | 8 | - | 116,947.03 |
| 1990 | 9 | - | 114,238.81 |
| 1990 | 10 | - | 117,647.48 |
| 1990 | 11 | - | 123,043.51 |
| 1990 | 12 | - | 122,200.45 |
| 1991 | 1 | - | 136,383.98 |
| 1991 | 2 | - | 140,536.35 |
| 1991 | 3 | - | 143,710.83 |
| 1991 | 4 | - | 143,453.76 |
| 1991 | 5 | - | 143,951.56 |
| 1991 | 6 | - | 145,075.08 |
| 1991 | 7 | - | 148,961.55 |
| 1991 | 8 | - | 148,510.04 |
| 1991 | 9 | - | 148,779.81 |
| 1991 | 10 | - | 148,803.31 |
| 1991 | 11 | - | 150,194.82 |
| 1991 | 12 | - | 161,246.20 |
| 1992 | 1 | - | 160,277.36 |
| 1992 | 2 | - | 158,654.74 |
| 1992 | 3 | - | 159,074.07 |
| 1992 | 4 | - | 162,364.28 |
| 1992 | 5 | - | 160,206.26 |
| 1992 | 6 | - | 163,269.62 |
| 1992 | 7 | - | 164,807.16 |
| 1992 | 8 | - | 165,430.44 |
| 1992 | 9 | - | 163,474.96 |
| 1992 | 10 | - | 167,981.81 |
| 1992 | 11 | - | 173,476.83 |
| 1992 | 12 | - | 173,724.72 |
| 1993 | 1 | - | 176,720.16 |
| 1993 | 2 | - | 180,519.91 |
| 1993 | 3 | - | 178,097.80 |
| 1993 | 4 | - | 179,388.51 |
| 1993 | 5 | - | 180,940.55 |
| 1993 | 6 | - | 181,050.93 |
| 1993 | 7 | - | 184,241.89 |
| 1993 | 8 | - | 186,738.32 |
| 1993 | 9 | - | 189,057.44 |
| 1993 | 10 | - | 189,071.70 |
| 1993 | 11 | - | 190,749.11 |
| 1993 | 12 | - | 194,060.28 |
| 1994 | 1 | - | 193,913.38 |
| 1994 | 2 | - | 191,152.40 |
| 1994 | 3 | - | 184,755.72 |
| 1994 | 4 | - | 186,710.88 |
| 1994 | 5 | - | 188,779.81 |
| 1994 | 6 | - | 187,800.28 |
| 1994 | 7 | - | 193,588.43 |
| 1994 | 8 | - | 195,170.95 |
| 1994 | 9 | - | 194,304.38 |
| 1994 | 10 | - | 193,585.68 |
| 1994 | 11 | - | 191,600.06 |
| 1994 | 12 | - | 196,296.51 |
| 1995 | 1 | - | 203,793.26 |
| 1995 | 2 | - | 209,006.64 |
| 1995 | 3 | - | 215,727.35 |
| 1995 | 4 | - | 222,949.39 |
| 1995 | 5 | - | 230,035.66 |
| 1995 | 6 | - | 238,196.13 |
| 1995 | 7 | - | 239,418.37 |
| 1995 | 8 | - | 248,319.14 |
| 1995 | 9 | - | 250,585.22 |
| 1995 | 10 | - | 256,494.99 |
| 1995 | 11 | - | 265,187.96 |
| 1995 | 12 | - | 265,619.10 |
| 1996 | 1 | - | 281,302.30 |
| 1996 | 2 | - | 280,737.73 |
| 1996 | 3 | - | 281,290.90 |
| 1996 | 4 | - | 287,914.81 |
| 1996 | 5 | - | 291,596.07 |
| 1996 | 6 | - | 281,458.55 |
| 1996 | 7 | - | 290,115.51 |
| 1996 | 8 | - | 295,986.66 |
| 1996 | 9 | - | 308,179.82 |
| 1996 | 10 | - | 323,749.32 |
| 1996 | 11 | - | 327,628.57 |
| 1996 | 12 | - | 338,301.21 |
| 1997 | 1 | - | 353,055.08 |
| 1997 | 2 | - | 350,853.12 |
| 1997 | 3 | - | 338,905.71 |
| 1997 | 4 | - | 370,145.46 |
| 1997 | 5 | - | 389,899.48 |
| 1997 | 6 | - | 412,263.82 |
| 1997 | 7 | - | 413,697.63 |
| 1997 | 8 | - | 418,628.94 |
| 1997 | 9 | - | 425,516.96 |
| 1997 | 10 | - | 420,614.82 |
| 1997 | 11 | - | 431,696.41 |
| 1997 | 12 | - | 432,719.91 |
| 1998 | 1 | - | 460,423.32 |
| 1998 | 2 | - | 484,885.03 |
| 1998 | 3 | - | 501,398.64 |
| 1998 | 4 | - | 500,286.24 |
| 1998 | 5 | - | 500,868.86 |
| 1998 | 6 | - | 523,246.01 |
| 1998 | 7 | - | 486,770.50 |
| 1998 | 8 | - | 462,926.29 |
| 1998 | 9 | - | 468,902.00 |
| 1998 | 10 | - | 520,361.11 |
| 1998 | 11 | - | 541,717.27 |
| 1998 | 12 | - | 569,061.47 |
| 1999 | 1 | - | 568,681.85 |
| 1999 | 2 | - | 585,307.32 |
| 1999 | 3 | - | 610,183.01 |
| 1999 | 4 | - | 609,579.95 |
| 1999 | 5 | - | 605,850.74 |
| 1999 | 6 | - | 633,249.66 |
| 1999 | 7 | - | 609,348.37 |
| 1999 | 8 | - | 605,704.37 |
| 1999 | 9 | - | 597,996.96 |
| 1999 | 10 | - | 640,490.32 |
| 1999 | 11 | - | 658,479.97 |
| 1999 | 12 | - | 657,696.82 |
| 2000 | 1 | - | 641,398.58 |
| 2000 | 2 | - | 666,675.80 |
| 2000 | 3 | - | 676,173.70 |
| 2000 | 4 | - | 656,978.52 |
| 2000 | 5 | - | 677,761.91 |
| 2000 | 6 | - | 683,525.21 |
| 2000 | 7 | - | 689,948.37 |
| 2000 | 8 | - | 682,499.34 |
| 2000 | 9 | - | 646,912.25 |
| 2000 | 10 | - | 641,914.44 |
| 2000 | 11 | - | 620,602.41 |
| 2000 | 12 | - | 623,426.20 |
| 2001 | 1 | - | 610,108.21 |
| 2001 | 2 | - | 554,710.97 |
| 2001 | 3 | - | 557,199.93 |
| 2001 | 4 | - | 595,531.56 |
| 2001 | 5 | - | 581,306.39 |
| 2001 | 6 | - | 565,842.32 |
| 2001 | 7 | - | 554,266.09 |
| 2001 | 8 | - | 491,925.98 |
| 2001 | 9 | - | 507,589.06 |
| 2001 | 10 | - | 533,238.28 |
| 2001 | 11 | - | 541,055.82 |
| 2001 | 12 | - | 539,445.15 |
| 2002 | 1 | - | 521,358.80 |
| 2002 | 2 | - | 547,141.40 |
| 2002 | 3 | - | 527,912.49 |
| 2002 | 4 | - | 513,023.40 |
| 2002 | 5 | - | 482,647.50 |
| 2002 | 6 | - | 430,721.87 |
| 2002 | 7 | - | 435,626.89 |
| 2002 | 8 | - | 414,900.94 |
| 2002 | 9 | - | 409,229.06 |
| 2002 | 10 | - | 436,342.85 |
| 2002 | 11 | - | 431,826.43 |
| 2002 | 12 | - | 430,865.54 |
| 2003 | 1 | - | 403,226.23 |
| 2003 | 2 | - | 408,500.02 |
| 2003 | 3 | - | 430,092.75 |
| 2003 | 4 | - | 452,940.19 |
| 2003 | 5 | - | 478,776.73 |
| 2003 | 6 | - | 481,629.77 |
| 2003 | 7 | - | 480,828.70 |
| 2003 | 8 | - | 496,028.57 |
| 2003 | 9 | - | 506,087.18 |
| 2003 | 10 | - | 512,213.80 |
| 2003 | 11 | - | 527,907.06 |
| 2003 | 12 | - | 553,959.07 |
| 2004 | 1 | - | 559,978.73 |
| 2004 | 2 | - | 551,213.96 |
| 2004 | 3 | - | 556,550.47 |
| 2004 | 4 | - | 542,279.10 |
| 2004 | 5 | - | 557,775.69 |
| 2004 | 6 | - | 545,288.32 |
| 2004 | 7 | - | 537,722.06 |
| 2004 | 8 | - | 552,684.85 |
| 2004 | 9 | - | 553,251.88 |
| 2004 | 10 | - | 579,663.55 |
| 2004 | 11 | - | 595,473.56 |
| 2004 | 12 | - | 587,439.31 |
| 2005 | 1 | - | 597,315.38 |
| 2005 | 2 | - | 595,788.71 |
| 2005 | 3 | - | 581,436.64 |
| 2005 | 4 | - | 589,203.89 |
| 2005 | 5 | - | 602,052.64 |
| 2005 | 6 | - | 612,936.49 |
| 2005 | 7 | - | 614,836.71 |
| 2005 | 8 | - | 616,556.35 |
| 2005 | 9 | - | 600,376.55 |
| 2005 | 10 | - | 624,160.73 |
| 2005 | 11 | - | 637,543.55 |
| 2005 | 12 | - | 646,894.85 |
| 2006 | 1 | - | 646,787.21 |
| 2006 | 2 | - | 656,399.36 |
| 2006 | 3 | - | 661,639.60 |
| 2006 | 4 | - | 656,434.90 |
| 2006 | 5 | - | 638,673.14 |
| 2006 | 6 | - | 643,271.84 |
| 2006 | 7 | - | 658,014.08 |
| 2006 | 8 | - | 674,669.56 |
| 2006 | 9 | - | 699,065.03 |
| 2006 | 10 | - | 713,057.81 |
| 2006 | 11 | - | 728,376.18 |
| 2006 | 12 | - | 733,422.57 |
| 2007 | 1 | - | 745,128.34 |
| 2007 | 2 | - | 726,694.68 |
| 2007 | 3 | - | 757,072.41 |
| 2007 | 4 | - | 782,750.43 |
| 2007 | 5 | - | 785,450.15 |
| 2007 | 6 | - | 789,963.50 |
| 2007 | 7 | - | 756,776.28 |
| 2007 | 8 | - | 780,045.21 |
| 2007 | 9 | - | 803,381.30 |
| 2007 | 10 | - | 764,768.31 |
| 2007 | 11 | - | 774,237.83 |
| 2007 | 12 | - | 722,865.62 |
| 2008 | 1 | - | 711,560.25 |
| 2008 | 2 | - | 692,870.15 |
| 2008 | 3 | - | 722,274.19 |
| 2008 | 4 | - | 740,783.22 |
| 2008 | 5 | - | 709,325.26 |
| 2008 | 6 | - | 666,209.12 |
| 2008 | 7 | - | 680,269.70 |
| 2008 | 8 | - | 647,293.38 |
| 2008 | 9 | - | 516,581.64 |
| 2008 | 10 | - | 472,127.99 |
| 2008 | 11 | - | 470,469.80 |
| 2008 | 12 | - | 465,315.53 |
| 2009 | 1 | - | 434,127.73 |
| 2009 | 2 | - | 409,436.99 |
| 2009 | 3 | - | 459,886.79 |
| 2009 | 4 | - | 490,514.43 |
| 2009 | 5 | - | 504,586.61 |
| 2009 | 6 | - | 511,033.42 |
| 2009 | 7 | - | 552,533.14 |
| 2009 | 8 | - | 572,702.50 |
| 2009 | 9 | - | 586,465.16 |
| 2009 | 10 | - | 598,747.65 |
| 2009 | 11 | - | 612,074.92 |
| 2009 | 12 | - | 620,380.58 |
| 2010 | 1 | - | 602,399.02 |
| 2010 | 2 | - | 638,199.80 |
| 2010 | 3 | - | 664,288.97 |
| 2010 | 4 | - | 625,212.86 |
| 2010 | 5 | - | 603,058.04 |
| 2010 | 6 | - | 602,098.73 |
| 2010 | 7 | - | 607,298.53 |
| 2010 | 8 | - | 627,771.50 |
| 2010 | 9 | - | 656,507.34 |
| 2010 | 10 | - | 672,860.38 |
| 2010 | 11 | - | 697,848.64 |
| 2010 | 12 | - | 722,009.51 |
| 2011 | 1 | - | 744,759.04 |
| 2011 | 2 | - | 736,473.89 |
| 2011 | 3 | - | 752,830.85 |
| 2011 | 4 | - | 757,793.77 |
| 2011 | 5 | - | 730,038.82 |
| 2011 | 6 | - | 752,682.69 |
| 2011 | 7 | - | 674,398.82 |
| 2011 | 8 | - | 669,076.16 |
| 2011 | 9 | - | 689,274.94 |
| 2011 | 10 | - | 701,455.27 |
| 2011 | 11 | - | 712,361.16 |
| 2011 | 12 | - | 746,430.24 |
| 2012 | 1 | - | 777,501.21 |
| 2012 | 2 | - | 799,923.08 |
| 2012 | 3 | - | 799,617.43 |
| 2012 | 4 | - | 774,901.64 |
| 2012 | 5 | - | 765,971.58 |
| 2012 | 6 | - | 788,346.28 |
| 2012 | 7 | - | 815,053.09 |
| 2012 | 8 | - | 839,677.20 |
| 2012 | 9 | - | 837,853.97 |
| 2012 | 10 | - | 814,079.91 |
| 2012 | 11 | - | 831,790.51 |
| 2012 | 12 | - | 867,297.66 |
| 2013 | 1 | - | 887,531.90 |
| 2013 | 2 | - | 911,694.55 |
| 2013 | 3 | - | 924,948.69 |
| 2013 | 4 | - | 967,258.34 |
| 2013 | 5 | - | 956,446.57 |
| 2013 | 6 | - | 987,573.90 |
| 2013 | 7 | - | 990,067.80 |
| 2013 | 8 | - | 1,001,874.04 |
| 2013 | 9 | - | 1,023,089.22 |
| 2013 | 10 | - | 1,062,580.41 |
| 2013 | 11 | - | 1,078,749.28 |
| 2013 | 12 | - | 1,089,189.50 |
| 2014 | 1 | - | 1,087,773.16 |
| 2014 | 2 | - | 1,117,385.28 |
| 2014 | 3 | - | 1,119,639.31 |
| 2014 | 4 | - | 1,136,792.58 |
| 2014 | 5 | - | 1,173,128.08 |
| 2014 | 6 | - | 1,190,675.99 |
| 2014 | 7 | - | 1,185,592.39 |
| 2014 | 8 | - | 1,206,672.62 |
| 2014 | 9 | - | 1,174,737.02 |
| 2014 | 10 | - | 1,241,763.43 |
| 2014 | 11 | - | 1,249,634.82 |
| 2014 | 12 | - | 1,235,763.30 |
| 2015 | 1 | - | 1,270,703.25 |
| 2015 | 2 | - | 1,271,406.75 |
| 2015 | 3 | - | 1,282,574.91 |
| 2015 | 4 | - | 1,295,130.09 |
| 2015 | 5 | - | 1,289,489.80 |
| 2015 | 6 | - | 1,288,462.97 |
| 2015 | 7 | - | 1,257,225.51 |
| 2015 | 8 | - | 1,200,561.16 |
| 2015 | 9 | - | 1,252,390.81 |
| 2015 | 10 | - | 1,289,116.80 |
| 2015 | 11 | - | 1,274,898.23 |
| 2015 | 12 | - | 1,193,054.58 |
| 2016 | 1 | - | 1,186,493.87 |
| 2016 | 2 | - | 1,261,987.24 |
| 2016 | 3 | - | 1,297,717.38 |
| 2016 | 4 | - | 1,293,767.58 |
| 2016 | 5 | - | 1,307,565.49 |
| 2016 | 6 | - | 1,350,681.66 |
| 2016 | 7 | - | 1,366,879.80 |
| 2016 | 8 | - | 1,360,883.70 |
| 2016 | 9 | - | 1,353,997.88 |
| 2016 | 10 | - | 1,370,261.57 |
| 2016 | 11 | - | 1,424,331.60 |
| 2016 | 12 | - | 1,444,808.28 |
Click to show 630 more rows
Data Sources
The information on this page is derived from Robert Shiller's book, Irrational Exuberance and the accompanying dataset, as well as the U.S. Bureau of Labor Statistics' monthly CPI logs.
Note that S&P index value for the current quarter is based on a moving average of closing prices, per Robert Shiller's methodology. The inflation data used is based on annual CPI averages.
About the author
Ian Webster is an engineer and data expert based in San Mateo, California. He has worked for Google, NASA, and consulted for governments around the world on data pipelines and data analysis. Disappointed by the lack of clear resources on the impacts of inflation on economic indicators, Ian believes this website serves as a valuable public tool. Ian earned his degree in Computer Science from Dartmouth College.
| Start Value Average monthly close | $65.06 |
| End Value Average monthly close | $1,918.60 |
| Change in price | +2,848.97% +6.59% / yr |
| Change incl. dividends | +17,082.85% +10.00% / yr |
| Change incl. dividends, inflation-adjusted | +2,090.75% +5.88% / yr |
| Final amount, nominal ($10000 base) | $1,718,284.62 |
| Final amount, inflation-adjusted ($10000 base) | $219,074.90 |