If you invested $100 in the S&P 500 at the beginning of 1966, you would have about $30,085.73 at the end of 2024, assuming you reinvested all dividends. This is a return on investment of 29,985.73%, or 10.26% per year.
This lump-sum investment beats inflation during this period for an inflation-adjusted return of about 2,988.02% cumulatively, or 6.05% per year.
If you used dollar-cost averaging (monthly) instead of a lump-sum investment, you'd have $30,770.72.
The graph below shows the performance of $100 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:
The nominal return on investment of $100 is $29,985.73, or 29,985.73%. This means by 2024 you would have $30,085.73 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 1966 was 32.400 and the CPI in 2024 was 315.664.
The ratio between these CPIs describes how relative buying power of a dollar has changed over 58 years.
Adjusted for inflation, the $30,085.73 nominal end value of the original $100 investment would have a real return of roughly $2,988.02 in 1966 dollars. This means the inflation-adjusted return is 2,988.02% as opposed to the original 29,985.73%.
For more information on inflation, see our U.S. inflation calculator for 1966.
The table below shows the full dataset pertaining to a $100 investment, including gains and losses over the 701-month period between 1966 and 2024.
Note that data shown is the monthly average closing price. Returns include dividends.
Year | Month | Return (%) | Amount ($) | CPI |
---|---|---|---|---|
1966 | 1 | -0.43% | 99.57 | 31.80 |
1966 | 2 | -3.86% | 95.72 | 32.00 |
1966 | 3 | 3.32% | 98.90 | 32.10 |
1966 | 4 | -5.01% | 93.95 | 32.30 |
1966 | 5 | -0.56% | 93.42 | 32.30 |
1966 | 6 | 0.02% | 93.44 | 32.40 |
1966 | 7 | -5.77% | 88.05 | 32.50 |
1966 | 8 | -3.22% | 85.21 | 32.70 |
1966 | 9 | -0.56% | 84.73 | 32.70 |
1966 | 10 | 5.32% | 89.23 | 32.90 |
1966 | 11 | 0.72% | 89.87 | 32.90 |
1966 | 12 | 4.13% | 93.59 | 32.90 |
1967 | 1 | 3.73% | 97.08 | 32.90 |
1967 | 2 | 2.63% | 99.63 | 32.90 |
1967 | 3 | 1.99% | 101.62 | 33.00 |
1967 | 4 | 2.06% | 103.71 | 33.10 |
1967 | 5 | -0.99% | 102.68 | 33.20 |
1967 | 6 | 1.99% | 104.73 | 33.30 |
1967 | 7 | 1.85% | 106.67 | 33.40 |
1967 | 8 | 1.65% | 108.43 | 33.50 |
1967 | 9 | 0.10% | 108.53 | 33.60 |
1967 | 10 | -2.88% | 105.41 | 33.70 |
1967 | 11 | 3.11% | 108.69 | 33.80 |
1967 | 12 | -0.02% | 108.67 | 33.90 |
1968 | 1 | -4.26% | 104.04 | 34.10 |
1968 | 2 | -1.56% | 102.42 | 34.20 |
1968 | 3 | 7.66% | 110.27 | 34.30 |
1968 | 4 | 2.56% | 113.09 | 34.40 |
1968 | 5 | 2.94% | 116.41 | 34.50 |
1968 | 6 | 0.05% | 116.47 | 34.70 |
1968 | 7 | -1.93% | 114.22 | 34.90 |
1968 | 8 | 3.51% | 118.22 | 35.00 |
1968 | 9 | 2.72% | 121.44 | 35.10 |
1968 | 10 | 1.79% | 123.60 | 35.30 |
1968 | 11 | 1.29% | 125.19 | 35.40 |
1968 | 12 | -3.99% | 120.20 | 35.50 |
1969 | 1 | -0.24% | 119.92 | 35.60 |
1969 | 2 | -1.91% | 117.62 | 35.80 |
1969 | 3 | 2.27% | 120.30 | 36.10 |
1969 | 4 | 3.51% | 124.52 | 36.30 |
1969 | 5 | -4.97% | 118.33 | 36.40 |
1969 | 6 | -4.21% | 113.36 | 36.60 |
1969 | 7 | -0.28% | 113.04 | 36.80 |
1969 | 8 | 0.63% | 113.75 | 37.00 |
1969 | 9 | 1.35% | 115.28 | 37.10 |
1969 | 10 | 1.00% | 116.43 | 37.30 |
1969 | 11 | -5.03% | 110.57 | 37.50 |
1969 | 12 | -0.59% | 109.92 | 37.70 |
1970 | 1 | -3.20% | 106.41 | 37.80 |
1970 | 2 | 2.01% | 108.55 | 38.00 |
1970 | 3 | -2.75% | 105.57 | 38.20 |
1970 | 4 | -11.20% | 93.75 | 38.50 |
1970 | 5 | -0.27% | 93.49 | 38.60 |
1970 | 6 | 0.52% | 93.98 | 38.80 |
1970 | 7 | 3.26% | 97.04 | 39.00 |
1970 | 8 | 6.32% | 103.18 | 39.00 |
1970 | 9 | 2.49% | 105.74 | 39.20 |
1970 | 10 | 0.21% | 105.96 | 39.40 |
1970 | 11 | 7.16% | 113.55 | 39.60 |
1970 | 12 | 4.11% | 118.22 | 39.80 |
1971 | 1 | 4.15% | 123.12 | 39.80 |
1971 | 2 | 2.83% | 126.61 | 39.90 |
1971 | 3 | 3.67% | 131.26 | 40.00 |
1971 | 4 | -1.11% | 129.81 | 40.10 |
1971 | 5 | -1.60% | 127.74 | 40.30 |
1971 | 6 | -0.46% | 127.14 | 40.60 |
1971 | 7 | -1.52% | 125.21 | 40.70 |
1971 | 8 | 2.49% | 128.33 | 40.80 |
1971 | 9 | -1.86% | 125.94 | 40.80 |
1971 | 10 | -4.37% | 120.43 | 40.90 |
1971 | 11 | 7.16% | 129.06 | 40.90 |
1971 | 12 | 4.42% | 134.77 | 41.10 |
1972 | 1 | 2.09% | 137.58 | 41.10 |
1972 | 2 | 2.62% | 141.18 | 41.30 |
1972 | 3 | 1.26% | 142.96 | 41.40 |
1972 | 4 | -0.78% | 141.85 | 41.50 |
1972 | 5 | 0.52% | 142.58 | 41.60 |
1972 | 6 | -0.50% | 141.86 | 41.70 |
1972 | 7 | 3.78% | 147.23 | 41.90 |
1972 | 8 | -1.21% | 145.45 | 42.00 |
1972 | 9 | 0.42% | 146.06 | 42.10 |
1972 | 10 | 5.25% | 153.73 | 42.30 |
1972 | 11 | 2.31% | 157.28 | 42.40 |
1972 | 12 | 0.99% | 158.84 | 42.50 |
1973 | 1 | -3.33% | 153.56 | 42.60 |
1973 | 2 | -1.35% | 151.49 | 42.90 |
1973 | 3 | -1.63% | 149.02 | 43.30 |
1973 | 4 | -2.57% | 145.19 | 43.60 |
1973 | 5 | -1.99% | 142.30 | 43.90 |
1973 | 6 | 1.21% | 144.02 | 44.20 |
1973 | 7 | -1.64% | 141.67 | 44.30 |
1973 | 8 | 2.00% | 144.49 | 45.10 |
1973 | 9 | 4.24% | 150.61 | 45.20 |
1973 | 10 | -6.85% | 140.29 | 45.60 |
1973 | 11 | -6.81% | 130.75 | 45.90 |
1973 | 12 | 1.70% | 132.97 | 46.20 |
1974 | 1 | -2.47% | 129.68 | 46.60 |
1974 | 2 | 4.57% | 135.61 | 47.20 |
1974 | 3 | -4.82% | 129.08 | 47.80 |
1974 | 4 | -2.71% | 125.59 | 48.00 |
1974 | 5 | 0.46% | 126.16 | 48.60 |
1974 | 6 | -11.35% | 111.85 | 49.00 |
1974 | 7 | -3.76% | 107.64 | 49.40 |
1974 | 8 | -10.01% | 96.86 | 50.00 |
1974 | 9 | 2.38% | 99.16 | 50.60 |
1974 | 10 | 3.74% | 102.87 | 51.10 |
1974 | 11 | -6.09% | 96.61 | 51.50 |
1974 | 12 | 8.63% | 104.95 | 51.90 |
1975 | 1 | 10.81% | 116.29 | 52.10 |
1975 | 2 | 4.97% | 122.07 | 52.50 |
1975 | 3 | 1.49% | 123.89 | 52.70 |
1975 | 4 | 6.71% | 132.20 | 52.90 |
1975 | 5 | 2.89% | 136.03 | 53.20 |
1975 | 6 | 0.43% | 136.62 | 53.60 |
1975 | 7 | -7.00% | 127.06 | 54.20 |
1975 | 8 | -0.85% | 125.97 | 54.30 |
1975 | 9 | 4.97% | 132.24 | 54.60 |
1975 | 10 | 2.04% | 134.94 | 54.90 |
1975 | 11 | -1.18% | 133.35 | 55.30 |
1975 | 12 | 9.55% | 146.07 | 55.50 |
1976 | 1 | 4.18% | 152.18 | 55.60 |
1976 | 2 | 0.80% | 153.40 | 55.80 |
1976 | 3 | 1.10% | 155.08 | 55.90 |
1976 | 4 | -0.38% | 154.48 | 56.10 |
1976 | 5 | 0.90% | 155.88 | 56.50 |
1976 | 6 | 2.67% | 160.03 | 56.80 |
1976 | 7 | -0.56% | 159.13 | 57.10 |
1976 | 8 | 2.44% | 163.01 | 57.40 |
1976 | 9 | -3.11% | 157.95 | 57.60 |
1976 | 10 | -0.37% | 157.37 | 57.90 |
1976 | 11 | 3.79% | 163.33 | 58.00 |
1976 | 12 | -0.54% | 162.45 | 58.20 |
1977 | 1 | -2.37% | 158.60 | 58.50 |
1977 | 2 | -0.05% | 158.51 | 59.10 |
1977 | 3 | -1.19% | 156.62 | 59.50 |
1977 | 4 | 0.06% | 156.72 | 60.00 |
1977 | 5 | 0.90% | 158.13 | 60.30 |
1977 | 6 | 1.28% | 160.16 | 60.70 |
1977 | 7 | -2.08% | 156.83 | 61.00 |
1977 | 8 | -1.18% | 154.99 | 61.20 |
1977 | 9 | -2.20% | 151.58 | 61.40 |
1977 | 10 | 0.98% | 153.07 | 61.60 |
1977 | 11 | -0.08% | 152.95 | 61.90 |
1977 | 12 | -3.39% | 147.76 | 62.10 |
1978 | 1 | -0.97% | 146.32 | 62.50 |
1978 | 2 | 0.27% | 146.71 | 62.90 |
1978 | 3 | 4.83% | 153.80 | 63.40 |
1978 | 4 | 5.50% | 162.27 | 63.90 |
1978 | 5 | 0.67% | 163.36 | 64.50 |
1978 | 6 | -0.06% | 163.26 | 65.20 |
1978 | 7 | 7.33% | 175.22 | 65.70 |
1978 | 8 | 0.40% | 175.92 | 66.00 |
1978 | 9 | -2.77% | 171.04 | 66.50 |
1978 | 10 | -5.44% | 161.74 | 67.10 |
1978 | 11 | 1.92% | 164.85 | 67.40 |
1978 | 12 | 4.19% | 171.75 | 67.70 |
1979 | 1 | -1.06% | 169.94 | 68.30 |
1979 | 2 | 2.34% | 173.91 | 69.10 |
1979 | 3 | 2.43% | 178.14 | 69.80 |
1979 | 4 | -1.89% | 174.77 | 70.60 |
1979 | 5 | 2.42% | 178.99 | 71.50 |
1979 | 6 | 1.42% | 181.54 | 72.30 |
1979 | 7 | 5.01% | 190.64 | 73.10 |
1979 | 8 | 1.54% | 193.58 | 73.80 |
1979 | 9 | -3.35% | 187.09 | 74.60 |
1979 | 10 | -0.32% | 186.48 | 75.20 |
1979 | 11 | 4.40% | 194.70 | 75.90 |
1979 | 12 | 3.31% | 201.15 | 76.70 |
1980 | 1 | 4.40% | 209.99 | 77.80 |
1980 | 2 | -8.78% | 191.56 | 78.90 |
1980 | 3 | -1.16% | 189.33 | 80.10 |
1980 | 4 | 5.04% | 198.86 | 81.00 |
1980 | 5 | 6.86% | 212.51 | 81.80 |
1980 | 6 | 4.97% | 223.07 | 82.70 |
1980 | 7 | 3.50% | 230.89 | 82.70 |
1980 | 8 | 2.84% | 237.44 | 83.30 |
1980 | 9 | 3.32% | 245.33 | 84.00 |
1980 | 10 | 4.61% | 256.65 | 84.80 |
1980 | 11 | -1.24% | 253.46 | 85.50 |
1980 | 12 | 0.01% | 253.49 | 86.30 |
1981 | 1 | -3.07% | 245.70 | 87.00 |
1981 | 2 | 4.14% | 255.88 | 87.90 |
1981 | 3 | 1.29% | 259.19 | 88.50 |
1981 | 4 | -1.62% | 255.00 | 89.10 |
1981 | 5 | 0.86% | 257.19 | 89.80 |
1981 | 6 | -2.02% | 252.00 | 90.60 |
1981 | 7 | 0.80% | 254.03 | 91.60 |
1981 | 8 | -8.30% | 232.93 | 92.30 |
1981 | 9 | 1.73% | 236.96 | 93.20 |
1981 | 10 | 3.04% | 244.17 | 93.40 |
1981 | 11 | 1.18% | 247.05 | 93.70 |
1981 | 12 | -4.80% | 235.18 | 94.00 |
1982 | 1 | -1.91% | 230.68 | 94.30 |
1982 | 2 | -2.74% | 224.35 | 94.60 |
1982 | 3 | 5.47% | 236.62 | 94.50 |
1982 | 4 | 0.57% | 237.97 | 94.90 |
1982 | 5 | -5.27% | 225.42 | 95.80 |
1982 | 6 | 0.24% | 225.97 | 97.00 |
1982 | 7 | 0.79% | 227.77 | 97.50 |
1982 | 8 | 12.10% | 255.32 | 97.70 |
1982 | 9 | 8.88% | 278.00 | 97.90 |
1982 | 10 | 4.50% | 290.51 | 98.20 |
1982 | 11 | 1.36% | 294.44 | 98.00 |
1982 | 12 | 3.93% | 306.00 | 97.60 |
1983 | 1 | 2.13% | 312.52 | 97.80 |
1983 | 2 | 3.87% | 324.60 | 97.90 |
1983 | 3 | 4.20% | 338.23 | 97.90 |
1983 | 4 | 4.42% | 353.19 | 98.60 |
1983 | 5 | 1.75% | 359.38 | 99.20 |
1983 | 6 | 0.71% | 361.93 | 99.50 |
1983 | 7 | -2.41% | 353.22 | 99.90 |
1983 | 8 | 3.31% | 364.92 | 100.20 |
1983 | 9 | 0.65% | 367.29 | 100.70 |
1983 | 10 | -1.14% | 363.09 | 101.00 |
1983 | 11 | -0.13% | 362.63 | 101.20 |
1983 | 12 | 1.58% | 368.34 | 101.30 |
1984 | 1 | -5.11% | 349.51 | 101.90 |
1984 | 2 | 0.44% | 351.06 | 102.40 |
1984 | 3 | 0.51% | 352.84 | 102.60 |
1984 | 4 | -0.25% | 351.95 | 103.10 |
1984 | 5 | -1.85% | 345.44 | 103.40 |
1984 | 6 | -0.91% | 342.30 | 103.70 |
1984 | 7 | 9.21% | 373.82 | 104.10 |
1984 | 8 | 1.41% | 379.08 | 104.50 |
1984 | 9 | -0.41% | 377.51 | 105.00 |
1984 | 10 | 1.29% | 382.37 | 105.30 |
1984 | 11 | -0.71% | 379.66 | 105.30 |
1984 | 12 | 4.70% | 397.50 | 105.30 |
1985 | 1 | 5.79% | 420.50 | 105.50 |
1985 | 2 | -0.48% | 418.49 | 106.00 |
1985 | 3 | 1.02% | 422.78 | 106.40 |
1985 | 4 | 2.74% | 434.35 | 106.90 |
1985 | 5 | 2.51% | 445.25 | 107.30 |
1985 | 6 | 2.25% | 455.26 | 107.60 |
1985 | 7 | -1.85% | 446.86 | 107.80 |
1985 | 8 | -1.88% | 438.43 | 108.00 |
1985 | 9 | 1.50% | 444.99 | 108.30 |
1985 | 10 | 6.42% | 473.56 | 108.70 |
1985 | 11 | 5.29% | 498.63 | 109.00 |
1985 | 12 | 0.75% | 502.38 | 109.30 |
1986 | 1 | 5.70% | 531.01 | 109.60 |
1986 | 2 | 6.18% | 563.84 | 109.30 |
1986 | 3 | 2.74% | 579.29 | 108.80 |
1986 | 4 | 0.49% | 582.14 | 108.60 |
1986 | 5 | 3.13% | 600.38 | 108.90 |
1986 | 6 | -1.80% | 589.55 | 109.50 |
1986 | 7 | 2.28% | 603.00 | 109.50 |
1986 | 8 | -2.46% | 588.19 | 109.70 |
1986 | 9 | -0.09% | 587.66 | 110.20 |
1986 | 10 | 3.53% | 608.42 | 110.30 |
1986 | 11 | 1.71% | 618.82 | 110.40 |
1986 | 12 | 6.67% | 660.11 | 110.50 |
1987 | 1 | 6.46% | 702.77 | 111.20 |
1987 | 2 | 4.38% | 733.53 | 111.60 |
1987 | 3 | -0.86% | 727.24 | 112.10 |
1987 | 4 | 0.17% | 728.50 | 112.70 |
1987 | 5 | 4.50% | 761.27 | 113.10 |
1987 | 6 | 3.12% | 785.04 | 113.50 |
1987 | 7 | 6.45% | 835.71 | 113.80 |
1987 | 8 | -3.03% | 810.38 | 114.40 |
1987 | 9 | -11.85% | 714.32 | 115.00 |
1987 | 10 | -12.30% | 626.43 | 115.30 |
1987 | 11 | -1.33% | 618.07 | 115.40 |
1987 | 12 | 4.25% | 644.32 | 115.40 |
1988 | 1 | 3.33% | 665.77 | 115.70 |
1988 | 2 | 3.23% | 687.28 | 116.00 |
1988 | 3 | -0.89% | 681.19 | 116.50 |
1988 | 4 | -2.19% | 666.29 | 117.10 |
1988 | 5 | 6.00% | 706.25 | 117.50 |
1988 | 6 | -0.31% | 704.09 | 118.00 |
1988 | 7 | -1.72% | 691.99 | 118.50 |
1988 | 8 | 1.93% | 705.32 | 119.00 |
1988 | 9 | 3.80% | 732.14 | 119.80 |
1988 | 10 | -2.02% | 717.34 | 120.20 |
1988 | 11 | 2.33% | 734.03 | 120.30 |
1988 | 12 | 3.51% | 759.81 | 120.50 |
1989 | 1 | 3.30% | 784.89 | 121.10 |
1989 | 2 | -0.16% | 783.62 | 121.60 |
1989 | 3 | 3.56% | 811.55 | 122.30 |
1989 | 4 | 4.12% | 844.95 | 123.10 |
1989 | 5 | 3.39% | 873.62 | 123.80 |
1989 | 6 | 2.80% | 898.08 | 124.10 |
1989 | 7 | 4.69% | 940.21 | 124.40 |
1989 | 8 | 0.46% | 944.49 | 124.60 |
1989 | 9 | 0.29% | 947.19 | 125.00 |
1989 | 10 | -1.81% | 930.01 | 125.60 |
1989 | 11 | 2.74% | 955.47 | 125.90 |
1989 | 12 | -2.21% | 934.34 | 126.10 |
1990 | 1 | -2.53% | 910.73 | 127.40 |
1990 | 2 | 2.71% | 935.38 | 128.00 |
1990 | 3 | 0.20% | 937.21 | 128.70 |
1990 | 4 | 3.85% | 973.31 | 128.90 |
1990 | 5 | 3.17% | 1,004.16 | 129.20 |
1990 | 6 | 0.17% | 1,005.86 | 129.90 |
1990 | 7 | -7.86% | 926.79 | 130.40 |
1990 | 8 | -4.34% | 886.56 | 131.60 |
1990 | 9 | -2.32% | 866.03 | 132.70 |
1990 | 10 | 2.98% | 891.87 | 133.50 |
1990 | 11 | 4.59% | 932.77 | 133.80 |
1990 | 12 | -0.69% | 926.38 | 133.80 |
1991 | 1 | 11.61% | 1,033.91 | 134.60 |
1991 | 2 | 3.04% | 1,065.38 | 134.80 |
1991 | 3 | 2.26% | 1,089.45 | 135.00 |
1991 | 4 | -0.18% | 1,087.50 | 135.20 |
1991 | 5 | 0.35% | 1,091.27 | 135.60 |
1991 | 6 | 0.78% | 1,099.79 | 136.00 |
1991 | 7 | 2.68% | 1,129.25 | 136.20 |
1991 | 8 | -0.30% | 1,125.83 | 136.60 |
1991 | 9 | 0.18% | 1,127.88 | 137.20 |
1991 | 10 | 0.02% | 1,128.05 | 137.40 |
1991 | 11 | 0.94% | 1,138.60 | 137.80 |
1991 | 12 | 7.36% | 1,222.38 | 137.90 |
1992 | 1 | -0.60% | 1,215.04 | 138.10 |
1992 | 2 | -1.01% | 1,202.74 | 138.60 |
1992 | 3 | 0.26% | 1,205.92 | 139.30 |
1992 | 4 | 2.07% | 1,230.86 | 139.50 |
1992 | 5 | -1.33% | 1,214.50 | 139.70 |
1992 | 6 | 1.91% | 1,237.72 | 140.20 |
1992 | 7 | 0.94% | 1,249.38 | 140.50 |
1992 | 8 | 0.38% | 1,254.10 | 140.90 |
1992 | 9 | -1.18% | 1,239.28 | 141.30 |
1992 | 10 | 2.76% | 1,273.44 | 141.80 |
1992 | 11 | 3.27% | 1,315.10 | 142.00 |
1992 | 12 | 0.14% | 1,316.98 | 141.90 |
1993 | 1 | 1.72% | 1,339.69 | 142.60 |
1993 | 2 | 2.15% | 1,368.49 | 143.10 |
1993 | 3 | -1.34% | 1,350.13 | 143.60 |
1993 | 4 | 0.72% | 1,359.92 | 144.00 |
1993 | 5 | 0.87% | 1,371.68 | 144.20 |
1993 | 6 | 0.06% | 1,372.52 | 144.40 |
1993 | 7 | 1.76% | 1,396.71 | 144.40 |
1993 | 8 | 1.35% | 1,415.63 | 144.80 |
1993 | 9 | 1.24% | 1,433.22 | 145.10 |
1993 | 10 | 0.01% | 1,433.32 | 145.70 |
1993 | 11 | 0.89% | 1,446.04 | 145.80 |
1993 | 12 | 1.74% | 1,471.14 | 145.80 |
1994 | 1 | -0.08% | 1,470.03 | 146.20 |
1994 | 2 | -1.42% | 1,449.10 | 146.70 |
1994 | 3 | -3.35% | 1,400.60 | 147.20 |
1994 | 4 | 1.06% | 1,415.43 | 147.40 |
1994 | 5 | 1.11% | 1,431.11 | 147.50 |
1994 | 6 | -0.52% | 1,423.68 | 148.00 |
1994 | 7 | 3.08% | 1,467.56 | 148.40 |
1994 | 8 | 0.82% | 1,479.56 | 149.00 |
1994 | 9 | -0.44% | 1,472.99 | 149.40 |
1994 | 10 | -0.37% | 1,467.54 | 149.50 |
1994 | 11 | -1.03% | 1,452.49 | 149.70 |
1994 | 12 | 2.45% | 1,488.09 | 149.70 |
1995 | 1 | 3.82% | 1,544.93 | 150.30 |
1995 | 2 | 2.56% | 1,584.45 | 150.90 |
1995 | 3 | 3.22% | 1,635.40 | 151.40 |
1995 | 4 | 3.35% | 1,690.14 | 151.90 |
1995 | 5 | 3.18% | 1,743.86 | 152.20 |
1995 | 6 | 3.55% | 1,805.73 | 152.50 |
1995 | 7 | 0.51% | 1,814.99 | 152.50 |
1995 | 8 | 3.72% | 1,882.47 | 152.90 |
1995 | 9 | 0.91% | 1,899.65 | 153.20 |
1995 | 10 | 2.36% | 1,944.45 | 153.70 |
1995 | 11 | 3.39% | 2,010.35 | 153.60 |
1995 | 12 | 0.16% | 2,013.62 | 153.50 |
1996 | 1 | 5.90% | 2,132.51 | 154.40 |
1996 | 2 | -0.20% | 2,128.23 | 154.90 |
1996 | 3 | 0.20% | 2,132.42 | 155.70 |
1996 | 4 | 2.35% | 2,182.64 | 156.30 |
1996 | 5 | 1.28% | 2,210.54 | 156.60 |
1996 | 6 | -3.48% | 2,133.69 | 156.70 |
1996 | 7 | 3.08% | 2,199.32 | 157.00 |
1996 | 8 | 2.02% | 2,243.83 | 157.30 |
1996 | 9 | 4.12% | 2,336.26 | 157.80 |
1996 | 10 | 5.05% | 2,454.29 | 158.30 |
1996 | 11 | 1.20% | 2,483.70 | 158.60 |
1996 | 12 | 3.26% | 2,564.61 | 158.60 |
1997 | 1 | 4.36% | 2,676.46 | 159.10 |
1997 | 2 | -0.62% | 2,659.76 | 159.60 |
1997 | 3 | -3.41% | 2,569.19 | 160.00 |
1997 | 4 | 9.22% | 2,806.02 | 160.20 |
1997 | 5 | 5.34% | 2,955.77 | 160.10 |
1997 | 6 | 5.74% | 3,125.31 | 160.30 |
1997 | 7 | 0.35% | 3,136.18 | 160.50 |
1997 | 8 | 1.19% | 3,173.56 | 160.80 |
1997 | 9 | 1.65% | 3,225.78 | 161.20 |
1997 | 10 | -1.15% | 3,188.62 | 161.60 |
1997 | 11 | 2.63% | 3,272.62 | 161.50 |
1997 | 12 | 0.24% | 3,280.38 | 161.30 |
1998 | 1 | 6.40% | 3,490.40 | 161.60 |
1998 | 2 | 5.31% | 3,675.84 | 161.90 |
1998 | 3 | 3.41% | 3,801.03 | 162.20 |
1998 | 4 | -0.22% | 3,792.59 | 162.50 |
1998 | 5 | 0.12% | 3,797.01 | 162.80 |
1998 | 6 | 4.47% | 3,966.65 | 163.00 |
1998 | 7 | -6.97% | 3,690.13 | 163.20 |
1998 | 8 | -4.90% | 3,509.37 | 163.40 |
1998 | 9 | 1.29% | 3,554.67 | 163.60 |
1998 | 10 | 10.97% | 3,944.78 | 164.00 |
1998 | 11 | 4.10% | 4,106.67 | 164.00 |
1998 | 12 | 5.05% | 4,313.97 | 163.90 |
1999 | 1 | -0.07% | 4,311.09 | 164.30 |
1999 | 2 | 2.92% | 4,437.12 | 164.50 |
1999 | 3 | 4.25% | 4,625.70 | 165.00 |
1999 | 4 | -0.10% | 4,621.13 | 166.20 |
1999 | 5 | -0.61% | 4,592.86 | 166.20 |
1999 | 6 | 4.52% | 4,800.57 | 166.20 |
1999 | 7 | -3.77% | 4,619.38 | 166.70 |
1999 | 8 | -0.60% | 4,591.75 | 167.10 |
1999 | 9 | -1.27% | 4,533.32 | 167.90 |
1999 | 10 | 7.11% | 4,855.46 | 168.20 |
1999 | 11 | 2.81% | 4,991.83 | 168.30 |
1999 | 12 | -0.12% | 4,985.90 | 168.30 |
2000 | 1 | -2.48% | 4,862.34 | 168.80 |
2000 | 2 | 3.94% | 5,053.97 | 169.80 |
2000 | 3 | 1.42% | 5,125.97 | 171.20 |
2000 | 4 | -2.84% | 4,980.45 | 171.30 |
2000 | 5 | 3.16% | 5,138.01 | 171.50 |
2000 | 6 | 0.85% | 5,181.70 | 172.40 |
2000 | 7 | 0.94% | 5,230.39 | 172.80 |
2000 | 8 | -1.08% | 5,173.92 | 172.80 |
2000 | 9 | -5.21% | 4,904.14 | 173.70 |
2000 | 10 | -0.77% | 4,866.25 | 174.00 |
2000 | 11 | -3.32% | 4,704.69 | 174.10 |
2000 | 12 | 0.46% | 4,726.10 | 174.00 |
2001 | 1 | -2.14% | 4,625.14 | 175.10 |
2001 | 2 | -9.08% | 4,205.18 | 175.80 |
2001 | 3 | 0.45% | 4,224.05 | 176.20 |
2001 | 4 | 6.88% | 4,514.63 | 176.90 |
2001 | 5 | -2.39% | 4,406.79 | 177.70 |
2001 | 6 | -2.66% | 4,289.56 | 178.00 |
2001 | 7 | -2.05% | 4,201.81 | 177.50 |
2001 | 8 | -11.25% | 3,729.21 | 177.50 |
2001 | 9 | 3.18% | 3,847.95 | 178.30 |
2001 | 10 | 5.05% | 4,042.40 | 177.70 |
2001 | 11 | 1.47% | 4,101.66 | 177.40 |
2001 | 12 | -0.30% | 4,089.45 | 176.70 |
2002 | 1 | -3.35% | 3,952.34 | 177.10 |
2002 | 2 | 4.95% | 4,147.79 | 177.80 |
2002 | 3 | -3.51% | 4,002.02 | 178.80 |
2002 | 4 | -2.82% | 3,889.15 | 179.80 |
2002 | 5 | -5.92% | 3,658.88 | 179.80 |
2002 | 6 | -10.76% | 3,265.24 | 179.90 |
2002 | 7 | 1.14% | 3,302.42 | 180.10 |
2002 | 8 | -4.76% | 3,145.30 | 180.70 |
2002 | 9 | -1.37% | 3,102.30 | 181.00 |
2002 | 10 | 6.63% | 3,307.85 | 181.30 |
2002 | 11 | -1.04% | 3,273.61 | 181.30 |
2002 | 12 | -0.22% | 3,266.32 | 180.90 |
2003 | 1 | -6.41% | 3,056.80 | 181.70 |
2003 | 2 | 1.31% | 3,096.78 | 183.10 |
2003 | 3 | 5.29% | 3,260.47 | 184.20 |
2003 | 4 | 5.31% | 3,433.67 | 183.80 |
2003 | 5 | 5.70% | 3,629.53 | 183.50 |
2003 | 6 | 0.60% | 3,651.16 | 183.70 |
2003 | 7 | -0.17% | 3,645.09 | 183.90 |
2003 | 8 | 3.16% | 3,760.32 | 184.60 |
2003 | 9 | 2.03% | 3,836.57 | 185.20 |
2003 | 10 | 1.21% | 3,883.01 | 185.00 |
2003 | 11 | 3.06% | 4,001.98 | 184.50 |
2003 | 12 | 4.93% | 4,199.48 | 184.30 |
2004 | 1 | 1.09% | 4,245.11 | 185.20 |
2004 | 2 | -1.57% | 4,178.67 | 186.20 |
2004 | 3 | 0.97% | 4,219.12 | 187.40 |
2004 | 4 | -2.56% | 4,110.93 | 188.00 |
2004 | 5 | 2.86% | 4,228.41 | 189.10 |
2004 | 6 | -2.24% | 4,133.75 | 189.70 |
2004 | 7 | -1.39% | 4,076.39 | 189.40 |
2004 | 8 | 2.78% | 4,189.82 | 189.50 |
2004 | 9 | 0.10% | 4,194.12 | 189.90 |
2004 | 10 | 4.77% | 4,394.34 | 190.90 |
2004 | 11 | 2.73% | 4,514.19 | 191.00 |
2004 | 12 | -1.35% | 4,453.29 | 190.30 |
2005 | 1 | 1.68% | 4,528.16 | 190.70 |
2005 | 2 | -0.26% | 4,516.58 | 191.80 |
2005 | 3 | -2.41% | 4,407.78 | 193.30 |
2005 | 4 | 1.34% | 4,466.66 | 194.60 |
2005 | 5 | 2.18% | 4,564.07 | 194.40 |
2005 | 6 | 1.81% | 4,646.58 | 194.50 |
2005 | 7 | 0.31% | 4,660.98 | 195.40 |
2005 | 8 | 0.28% | 4,674.02 | 196.40 |
2005 | 9 | -2.62% | 4,551.36 | 198.80 |
2005 | 10 | 3.96% | 4,731.67 | 199.20 |
2005 | 11 | 2.14% | 4,833.12 | 197.60 |
2005 | 12 | 1.47% | 4,904.01 | 196.80 |
2006 | 1 | -0.02% | 4,903.19 | 198.30 |
2006 | 2 | 1.49% | 4,976.06 | 198.70 |
2006 | 3 | 0.80% | 5,015.79 | 199.80 |
2006 | 4 | -0.79% | 4,976.33 | 201.50 |
2006 | 5 | -2.71% | 4,841.68 | 202.50 |
2006 | 6 | 0.72% | 4,876.54 | 202.90 |
2006 | 7 | 2.29% | 4,988.30 | 203.50 |
2006 | 8 | 2.53% | 5,114.57 | 203.90 |
2006 | 9 | 3.62% | 5,299.50 | 202.90 |
2006 | 10 | 2.00% | 5,405.58 | 201.80 |
2006 | 11 | 2.15% | 5,521.71 | 201.50 |
2006 | 12 | 0.69% | 5,559.96 | 201.80 |
2007 | 1 | 1.60% | 5,648.70 | 202.42 |
2007 | 2 | -2.47% | 5,508.96 | 203.50 |
2007 | 3 | 4.18% | 5,739.25 | 205.35 |
2007 | 4 | 3.39% | 5,933.91 | 206.69 |
2007 | 5 | 0.34% | 5,954.38 | 207.95 |
2007 | 6 | 0.57% | 5,988.59 | 208.35 |
2007 | 7 | -4.20% | 5,737.00 | 208.30 |
2007 | 8 | 3.07% | 5,913.40 | 207.92 |
2007 | 9 | 2.99% | 6,090.31 | 208.49 |
2007 | 10 | -4.81% | 5,797.59 | 208.94 |
2007 | 11 | 1.24% | 5,869.38 | 210.18 |
2007 | 12 | -6.64% | 5,479.93 | 210.04 |
2008 | 1 | -1.56% | 5,394.23 | 211.08 |
2008 | 2 | -2.63% | 5,252.54 | 211.69 |
2008 | 3 | 4.24% | 5,475.45 | 213.53 |
2008 | 4 | 2.56% | 5,615.76 | 214.82 |
2008 | 5 | -4.25% | 5,377.28 | 216.63 |
2008 | 6 | -6.08% | 5,050.43 | 218.82 |
2008 | 7 | 2.11% | 5,157.02 | 219.96 |
2008 | 8 | -4.85% | 4,907.03 | 219.09 |
2008 | 9 | -20.19% | 3,916.13 | 218.78 |
2008 | 10 | -8.61% | 3,579.13 | 216.57 |
2008 | 11 | -0.35% | 3,566.56 | 212.43 |
2008 | 12 | -1.10% | 3,527.48 | 210.23 |
2009 | 1 | -6.70% | 3,291.06 | 211.14 |
2009 | 2 | -5.69% | 3,103.88 | 212.19 |
2009 | 3 | 12.32% | 3,486.33 | 212.71 |
2009 | 4 | 6.66% | 3,718.51 | 213.24 |
2009 | 5 | 2.87% | 3,825.19 | 213.86 |
2009 | 6 | 1.28% | 3,874.07 | 215.69 |
2009 | 7 | 8.12% | 4,188.67 | 215.35 |
2009 | 8 | 3.65% | 4,341.57 | 215.83 |
2009 | 9 | 2.40% | 4,445.90 | 215.97 |
2009 | 10 | 2.09% | 4,539.01 | 216.18 |
2009 | 11 | 2.23% | 4,640.05 | 216.33 |
2009 | 12 | 1.36% | 4,703.01 | 215.95 |
2010 | 1 | -2.90% | 4,566.69 | 216.69 |
2010 | 2 | 5.94% | 4,838.09 | 216.74 |
2010 | 3 | 4.09% | 5,035.87 | 217.63 |
2010 | 4 | -5.88% | 4,739.64 | 218.01 |
2010 | 5 | -3.54% | 4,571.69 | 218.18 |
2010 | 6 | -0.16% | 4,564.42 | 217.97 |
2010 | 7 | 0.86% | 4,603.84 | 218.01 |
2010 | 8 | 3.37% | 4,759.04 | 218.31 |
2010 | 9 | 4.58% | 4,976.88 | 218.44 |
2010 | 10 | 2.49% | 5,100.85 | 218.71 |
2010 | 11 | 3.71% | 5,290.28 | 218.80 |
2010 | 12 | 3.46% | 5,473.44 | 219.18 |
2011 | 1 | 3.15% | 5,645.90 | 220.22 |
2011 | 2 | -1.11% | 5,583.09 | 221.31 |
2011 | 3 | 2.22% | 5,707.09 | 223.47 |
2011 | 4 | 0.66% | 5,744.72 | 224.91 |
2011 | 5 | -3.66% | 5,534.31 | 225.96 |
2011 | 6 | 3.10% | 5,705.97 | 225.72 |
2011 | 7 | -10.40% | 5,112.51 | 225.92 |
2011 | 8 | -0.79% | 5,072.16 | 226.55 |
2011 | 9 | 3.02% | 5,225.29 | 226.89 |
2011 | 10 | 1.77% | 5,317.62 | 226.42 |
2011 | 11 | 1.55% | 5,400.30 | 226.23 |
2011 | 12 | 4.78% | 5,658.57 | 225.67 |
2012 | 1 | 4.16% | 5,894.12 | 226.67 |
2012 | 2 | 2.88% | 6,064.09 | 227.66 |
2012 | 3 | -0.04% | 6,061.78 | 229.39 |
2012 | 4 | -3.09% | 5,874.41 | 230.09 |
2012 | 5 | -1.15% | 5,806.71 | 229.82 |
2012 | 6 | 2.92% | 5,976.33 | 229.48 |
2012 | 7 | 3.39% | 6,178.79 | 229.10 |
2012 | 8 | 3.02% | 6,365.46 | 230.38 |
2012 | 9 | -0.22% | 6,351.64 | 231.41 |
2012 | 10 | -2.84% | 6,171.41 | 231.32 |
2012 | 11 | 2.18% | 6,305.67 | 230.22 |
2012 | 12 | 4.27% | 6,574.85 | 229.60 |
2013 | 1 | 2.33% | 6,728.24 | 230.28 |
2013 | 2 | 2.72% | 6,911.42 | 232.17 |
2013 | 3 | 1.45% | 7,011.89 | 232.77 |
2013 | 4 | 4.57% | 7,332.64 | 232.53 |
2013 | 5 | -1.12% | 7,250.67 | 232.95 |
2013 | 6 | 3.25% | 7,486.64 | 233.50 |
2013 | 7 | 0.25% | 7,505.55 | 233.60 |
2013 | 8 | 1.19% | 7,595.05 | 233.88 |
2013 | 9 | 2.12% | 7,755.88 | 234.15 |
2013 | 10 | 3.86% | 8,055.26 | 233.55 |
2013 | 11 | 1.52% | 8,177.83 | 233.07 |
2013 | 12 | 0.97% | 8,256.98 | 233.05 |
2014 | 1 | -0.13% | 8,246.24 | 233.92 |
2014 | 2 | 2.72% | 8,470.72 | 234.78 |
2014 | 3 | 0.20% | 8,487.81 | 236.29 |
2014 | 4 | 1.53% | 8,617.85 | 237.07 |
2014 | 5 | 3.20% | 8,893.30 | 237.90 |
2014 | 6 | 1.50% | 9,026.33 | 238.34 |
2014 | 7 | -0.43% | 8,987.79 | 238.25 |
2014 | 8 | 1.78% | 9,147.60 | 237.85 |
2014 | 9 | -2.65% | 8,905.50 | 238.03 |
2014 | 10 | 5.71% | 9,413.62 | 237.43 |
2014 | 11 | 0.63% | 9,473.29 | 236.15 |
2014 | 12 | -1.11% | 9,368.13 | 234.81 |
2015 | 1 | 2.83% | 9,633.00 | 233.71 |
2015 | 2 | 0.06% | 9,638.34 | 234.72 |
2015 | 3 | 0.88% | 9,723.00 | 236.12 |
2015 | 4 | 0.98% | 9,818.18 | 236.60 |
2015 | 5 | -0.44% | 9,775.42 | 237.81 |
2015 | 6 | -0.08% | 9,767.64 | 238.64 |
2015 | 7 | -2.42% | 9,530.83 | 238.65 |
2015 | 8 | -4.51% | 9,101.27 | 238.32 |
2015 | 9 | 4.32% | 9,494.18 | 237.95 |
2015 | 10 | 2.93% | 9,772.59 | 237.84 |
2015 | 11 | -1.10% | 9,664.81 | 237.34 |
2015 | 12 | -6.42% | 9,044.36 | 236.53 |
2016 | 1 | -0.55% | 8,994.63 | 236.92 |
2016 | 2 | 6.36% | 9,566.93 | 237.11 |
2016 | 3 | 2.83% | 9,837.79 | 238.13 |
2016 | 4 | -0.30% | 9,807.85 | 239.26 |
2016 | 5 | 1.07% | 9,912.45 | 240.23 |
2016 | 6 | 3.30% | 10,239.31 | 241.02 |
2016 | 7 | 1.20% | 10,362.10 | 240.63 |
2016 | 8 | -0.44% | 10,316.65 | 240.85 |
2016 | 9 | -0.51% | 10,264.45 | 241.43 |
2016 | 10 | 1.20% | 10,387.74 | 241.73 |
2016 | 11 | 3.95% | 10,797.64 | 241.35 |
2016 | 12 | 1.44% | 10,952.87 | 241.43 |
2017 | 1 | 2.58% | 11,235.06 | 242.84 |
2017 | 2 | 1.75% | 11,431.59 | 243.60 |
2017 | 3 | -0.15% | 11,413.99 | 243.80 |
2017 | 4 | 1.69% | 11,607.15 | 244.52 |
2017 | 5 | 1.78% | 11,813.35 | 244.73 |
2017 | 6 | 0.99% | 11,930.05 | 244.96 |
2017 | 7 | 0.25% | 11,959.61 | 244.79 |
2017 | 8 | 1.65% | 12,157.34 | 245.52 |
2017 | 9 | 2.73% | 12,489.82 | 246.82 |
2017 | 10 | 1.59% | 12,688.35 | 246.66 |
2017 | 11 | 2.88% | 13,054.22 | 246.67 |
2017 | 12 | 4.86% | 13,688.90 | 246.52 |
2018 | 1 | -2.89% | 13,293.74 | 247.87 |
2018 | 2 | 0.06% | 13,302.33 | 248.99 |
2018 | 3 | -1.66% | 13,080.98 | 249.55 |
2018 | 4 | 1.96% | 13,337.58 | 250.55 |
2018 | 5 | 2.11% | 13,619.40 | 251.59 |
2018 | 6 | 1.58% | 13,834.69 | 251.99 |
2018 | 7 | 2.45% | 14,173.75 | 252.01 |
2018 | 8 | 1.68% | 14,411.83 | 252.15 |
2018 | 9 | -3.85% | 13,857.12 | 252.44 |
2018 | 10 | -2.08% | 13,569.43 | 252.89 |
2018 | 11 | -5.56% | 12,814.63 | 252.04 |
2018 | 12 | 1.74% | 13,037.05 | 251.23 |
2019 | 1 | 5.83% | 13,796.96 | 251.71 |
2019 | 2 | 1.95% | 14,065.73 | 252.78 |
2019 | 3 | 3.72% | 14,589.43 | 254.20 |
2019 | 4 | -1.53% | 14,365.95 | 255.55 |
2019 | 5 | 1.40% | 14,567.76 | 256.09 |
2019 | 6 | 3.83% | 15,125.31 | 256.14 |
2019 | 7 | -3.13% | 14,651.22 | 256.57 |
2019 | 8 | 3.09% | 15,103.25 | 256.56 |
2019 | 9 | 0.01% | 15,104.73 | 256.76 |
2019 | 10 | 4.43% | 15,774.43 | 257.35 |
2019 | 11 | 2.47% | 16,163.95 | 257.21 |
2019 | 12 | 3.35% | 16,704.86 | 256.97 |
2020 | 1 | 0.12% | 16,725.25 | 257.97 |
2020 | 2 | -18.92% | 13,561.22 | 258.68 |
2020 | 3 | 4.32% | 14,146.87 | 258.12 |
2020 | 4 | 5.89% | 14,979.75 | 256.39 |
2020 | 5 | 6.51% | 15,954.67 | 256.39 |
2020 | 6 | 3.48% | 16,509.33 | 257.80 |
2020 | 7 | 5.89% | 17,482.31 | 259.10 |
2020 | 8 | -0.63% | 17,372.69 | 259.92 |
2020 | 9 | 1.73% | 17,672.54 | 260.28 |
2020 | 10 | 3.95% | 18,371.34 | 260.39 |
2020 | 11 | 4.26% | 19,153.97 | 260.23 |
2020 | 12 | 2.80% | 19,689.38 | 260.47 |
2021 | 1 | 2.49% | 20,179.95 | 261.58 |
2021 | 2 | 0.82% | 20,345.70 | 263.01 |
2021 | 3 | 6.02% | 21,570.81 | 264.88 |
2021 | 4 | 0.76% | 21,734.80 | 267.05 |
2021 | 5 | 1.81% | 22,128.29 | 269.20 |
2021 | 6 | 3.07% | 22,807.23 | 271.70 |
2021 | 7 | 2.19% | 23,305.61 | 273.00 |
2021 | 8 | -0.08% | 23,285.91 | 273.57 |
2021 | 9 | 0.45% | 23,391.21 | 274.31 |
2021 | 10 | 4.74% | 24,501.06 | 276.59 |
2021 | 11 | 0.27% | 24,566.09 | 277.95 |
2021 | 12 | -2.05% | 24,062.00 | 278.80 |
2022 | 1 | -2.90% | 23,363.58 | 281.15 |
2022 | 2 | -0.89% | 23,155.05 | 283.72 |
2022 | 3 | 0.12% | 23,182.44 | 287.50 |
2022 | 4 | -7.87% | 21,357.35 | 289.11 |
2022 | 5 | -3.37% | 20,637.74 | 292.30 |
2022 | 6 | 0.46% | 20,733.64 | 296.31 |
2022 | 7 | 6.45% | 22,070.42 | 296.28 |
2022 | 8 | -7.28% | 20,464.26 | 296.17 |
2022 | 9 | -3.09% | 19,831.68 | 296.81 |
2022 | 10 | 5.29% | 20,879.80 | 298.01 |
2022 | 11 | 0.01% | 20,882.06 | 297.71 |
2022 | 12 | 1.38% | 21,169.49 | 296.80 |
2023 | 1 | 3.15% | 21,835.69 | 299.17 |
2023 | 2 | -2.59% | 21,271.15 | 300.84 |
2023 | 3 | 4.00% | 22,121.19 | 301.84 |
2023 | 4 | 0.74% | 22,284.38 | 303.36 |
2023 | 5 | 4.94% | 23,385.71 | 304.13 |
2023 | 6 | 3.88% | 24,292.15 | 305.11 |
2023 | 7 | -1.00% | 24,049.80 | 305.69 |
2023 | 8 | -0.95% | 23,820.47 | 307.03 |
2023 | 9 | -3.04% | 23,096.97 | 307.79 |
2023 | 10 | 4.60% | 24,159.83 | 307.67 |
2023 | 11 | 5.18% | 25,410.16 | 307.05 |
2023 | 12 | 2.91% | 26,150.06 | 306.75 |
2024 | 1 | 4.20% | 27,248.17 | 308.42 |
2024 | 2 | 3.28% | 28,142.49 | 310.33 |
2024 | 3 | -1.01% | 27,858.50 | 312.33 |
2024 | 4 | 2.52% | 28,559.61 | 313.55 |
2024 | 5 | 5.34% | 30,085.73 | 314.07 |
Remember, returns are based on the average closing price across the entire month. Some losses are offset by dividend returns.
Dollar-cost averaging is an alternative to investing the full lump-sum of $100.00 up-front. Instead, the capital is invested over a period of time.
Consider a strategy in which $100.00 was invested in the S&P 500 over a period of no more than 24 months beginning in 1966. This would result in a final amount of $30,770.72, including dividend reinvestments. In this particular case, dollar-cost average returns are greater than the returns of a lump-sum investment (which ends with $30,085.73).
Year | Month | Contribution ($) | Amount ($) |
---|---|---|---|
1966 | 1 | 4.16 | 4.13 |
1966 | 2 | 4.16 | 7.96 |
1966 | 3 | 4.16 | 12.51 |
1966 | 4 | 4.16 | 15.83 |
1966 | 5 | 4.16 | 19.86 |
1966 | 6 | 4.16 | 24.02 |
1966 | 7 | 4.16 | 26.54 |
1966 | 8 | 4.16 | 29.70 |
1966 | 9 | 4.16 | 33.65 |
1966 | 10 | 4.16 | 39.81 |
1966 | 11 | 4.16 | 44.27 |
1966 | 12 | 4.16 | 50.42 |
1967 | 1 | 4.16 | 56.61 |
1967 | 2 | 4.16 | 62.35 |
1967 | 3 | 4.16 | 67.83 |
1967 | 4 | 4.16 | 73.46 |
1967 | 5 | 4.16 | 76.84 |
1967 | 6 | 4.16 | 82.60 |
1967 | 7 | 4.16 | 88.36 |
1967 | 8 | 4.16 | 94.04 |
1967 | 9 | 4.16 | 98.28 |
1967 | 10 | 4.16 | 99.48 |
1967 | 11 | 4.16 | 106.85 |
1967 | 12 | 4.32 | 111.14 |
1968 | 1 | - | 106.41 |
1968 | 2 | - | 104.75 |
1968 | 3 | - | 112.78 |
1968 | 4 | - | 115.66 |
1968 | 5 | - | 119.06 |
1968 | 6 | - | 119.12 |
1968 | 7 | - | 116.82 |
1968 | 8 | - | 120.92 |
1968 | 9 | - | 124.20 |
1968 | 10 | - | 126.42 |
1968 | 11 | - | 128.04 |
1968 | 12 | - | 122.94 |
1969 | 1 | - | 122.65 |
1969 | 2 | - | 120.30 |
1969 | 3 | - | 123.04 |
1969 | 4 | - | 127.36 |
1969 | 5 | - | 121.03 |
1969 | 6 | - | 115.94 |
1969 | 7 | - | 115.61 |
1969 | 8 | - | 116.34 |
1969 | 9 | - | 117.90 |
1969 | 10 | - | 119.08 |
1969 | 11 | - | 113.09 |
1969 | 12 | - | 112.43 |
1970 | 1 | - | 108.83 |
1970 | 2 | - | 111.02 |
1970 | 3 | - | 107.97 |
1970 | 4 | - | 95.88 |
1970 | 5 | - | 95.62 |
1970 | 6 | - | 96.12 |
1970 | 7 | - | 99.25 |
1970 | 8 | - | 105.52 |
1970 | 9 | - | 108.15 |
1970 | 10 | - | 108.38 |
1970 | 11 | - | 116.13 |
1970 | 12 | - | 120.91 |
1971 | 1 | - | 125.93 |
1971 | 2 | - | 129.49 |
1971 | 3 | - | 134.25 |
1971 | 4 | - | 132.76 |
1971 | 5 | - | 130.64 |
1971 | 6 | - | 130.04 |
1971 | 7 | - | 128.07 |
1971 | 8 | - | 131.25 |
1971 | 9 | - | 128.80 |
1971 | 10 | - | 123.17 |
1971 | 11 | - | 132.00 |
1971 | 12 | - | 137.83 |
1972 | 1 | - | 140.71 |
1972 | 2 | - | 144.40 |
1972 | 3 | - | 146.21 |
1972 | 4 | - | 145.08 |
1972 | 5 | - | 145.83 |
1972 | 6 | - | 145.09 |
1972 | 7 | - | 150.58 |
1972 | 8 | - | 148.76 |
1972 | 9 | - | 149.38 |
1972 | 10 | - | 157.23 |
1972 | 11 | - | 160.87 |
1972 | 12 | - | 162.46 |
1973 | 1 | - | 157.06 |
1973 | 2 | - | 154.94 |
1973 | 3 | - | 152.41 |
1973 | 4 | - | 148.50 |
1973 | 5 | - | 145.54 |
1973 | 6 | - | 147.30 |
1973 | 7 | - | 144.89 |
1973 | 8 | - | 147.78 |
1973 | 9 | - | 154.04 |
1973 | 10 | - | 143.49 |
1973 | 11 | - | 133.72 |
1973 | 12 | - | 136.00 |
1974 | 1 | - | 132.63 |
1974 | 2 | - | 138.70 |
1974 | 3 | - | 132.02 |
1974 | 4 | - | 128.45 |
1974 | 5 | - | 129.03 |
1974 | 6 | - | 114.39 |
1974 | 7 | - | 110.09 |
1974 | 8 | - | 99.06 |
1974 | 9 | - | 101.42 |
1974 | 10 | - | 105.21 |
1974 | 11 | - | 98.80 |
1974 | 12 | - | 107.33 |
1975 | 1 | - | 118.93 |
1975 | 2 | - | 124.85 |
1975 | 3 | - | 126.71 |
1975 | 4 | - | 135.21 |
1975 | 5 | - | 139.13 |
1975 | 6 | - | 139.73 |
1975 | 7 | - | 129.95 |
1975 | 8 | - | 128.84 |
1975 | 9 | - | 135.25 |
1975 | 10 | - | 138.01 |
1975 | 11 | - | 136.38 |
1975 | 12 | - | 149.40 |
1976 | 1 | - | 155.64 |
1976 | 2 | - | 156.89 |
1976 | 3 | - | 158.61 |
1976 | 4 | - | 158.00 |
1976 | 5 | - | 159.42 |
1976 | 6 | - | 163.67 |
1976 | 7 | - | 162.76 |
1976 | 8 | - | 166.72 |
1976 | 9 | - | 161.54 |
1976 | 10 | - | 160.95 |
1976 | 11 | - | 167.04 |
1976 | 12 | - | 166.15 |
1977 | 1 | - | 162.21 |
1977 | 2 | - | 162.12 |
1977 | 3 | - | 160.19 |
1977 | 4 | - | 160.29 |
1977 | 5 | - | 161.73 |
1977 | 6 | - | 163.81 |
1977 | 7 | - | 160.40 |
1977 | 8 | - | 158.52 |
1977 | 9 | - | 155.03 |
1977 | 10 | - | 156.55 |
1977 | 11 | - | 156.43 |
1977 | 12 | - | 151.13 |
1978 | 1 | - | 149.66 |
1978 | 2 | - | 150.05 |
1978 | 3 | - | 157.30 |
1978 | 4 | - | 165.96 |
1978 | 5 | - | 167.08 |
1978 | 6 | - | 166.97 |
1978 | 7 | - | 179.21 |
1978 | 8 | - | 179.93 |
1978 | 9 | - | 174.94 |
1978 | 10 | - | 165.42 |
1978 | 11 | - | 168.60 |
1978 | 12 | - | 175.66 |
1979 | 1 | - | 173.80 |
1979 | 2 | - | 177.87 |
1979 | 3 | - | 182.20 |
1979 | 4 | - | 178.75 |
1979 | 5 | - | 183.07 |
1979 | 6 | - | 185.67 |
1979 | 7 | - | 194.98 |
1979 | 8 | - | 197.98 |
1979 | 9 | - | 191.35 |
1979 | 10 | - | 190.73 |
1979 | 11 | - | 199.13 |
1979 | 12 | - | 205.73 |
1980 | 1 | - | 214.77 |
1980 | 2 | - | 195.92 |
1980 | 3 | - | 193.64 |
1980 | 4 | - | 203.39 |
1980 | 5 | - | 217.35 |
1980 | 6 | - | 228.15 |
1980 | 7 | - | 236.15 |
1980 | 8 | - | 242.84 |
1980 | 9 | - | 250.92 |
1980 | 10 | - | 262.50 |
1980 | 11 | - | 259.23 |
1980 | 12 | - | 259.26 |
1981 | 1 | - | 251.30 |
1981 | 2 | - | 261.71 |
1981 | 3 | - | 265.09 |
1981 | 4 | - | 260.81 |
1981 | 5 | - | 263.04 |
1981 | 6 | - | 257.74 |
1981 | 7 | - | 259.81 |
1981 | 8 | - | 238.24 |
1981 | 9 | - | 242.35 |
1981 | 10 | - | 249.73 |
1981 | 11 | - | 252.67 |
1981 | 12 | - | 240.54 |
1982 | 1 | - | 235.93 |
1982 | 2 | - | 229.46 |
1982 | 3 | - | 242.01 |
1982 | 4 | - | 243.39 |
1982 | 5 | - | 230.56 |
1982 | 6 | - | 231.12 |
1982 | 7 | - | 232.95 |
1982 | 8 | - | 261.13 |
1982 | 9 | - | 284.33 |
1982 | 10 | - | 297.12 |
1982 | 11 | - | 301.15 |
1982 | 12 | - | 312.97 |
1983 | 1 | - | 319.64 |
1983 | 2 | - | 331.99 |
1983 | 3 | - | 345.93 |
1983 | 4 | - | 361.23 |
1983 | 5 | - | 367.57 |
1983 | 6 | - | 370.17 |
1983 | 7 | - | 361.26 |
1983 | 8 | - | 373.23 |
1983 | 9 | - | 375.65 |
1983 | 10 | - | 371.36 |
1983 | 11 | - | 370.88 |
1983 | 12 | - | 376.73 |
1984 | 1 | - | 357.47 |
1984 | 2 | - | 359.05 |
1984 | 3 | - | 360.87 |
1984 | 4 | - | 359.96 |
1984 | 5 | - | 353.31 |
1984 | 6 | - | 350.10 |
1984 | 7 | - | 382.33 |
1984 | 8 | - | 387.71 |
1984 | 9 | - | 386.11 |
1984 | 10 | - | 391.08 |
1984 | 11 | - | 388.31 |
1984 | 12 | - | 406.55 |
1985 | 1 | - | 430.08 |
1985 | 2 | - | 428.02 |
1985 | 3 | - | 432.41 |
1985 | 4 | - | 444.24 |
1985 | 5 | - | 455.39 |
1985 | 6 | - | 465.62 |
1985 | 7 | - | 457.03 |
1985 | 8 | - | 448.42 |
1985 | 9 | - | 455.12 |
1985 | 10 | - | 484.34 |
1985 | 11 | - | 509.99 |
1985 | 12 | - | 513.82 |
1986 | 1 | - | 543.10 |
1986 | 2 | - | 576.67 |
1986 | 3 | - | 592.48 |
1986 | 4 | - | 595.40 |
1986 | 5 | - | 614.05 |
1986 | 6 | - | 602.97 |
1986 | 7 | - | 616.73 |
1986 | 8 | - | 601.58 |
1986 | 9 | - | 601.04 |
1986 | 10 | - | 622.27 |
1986 | 11 | - | 632.91 |
1986 | 12 | - | 675.14 |
1987 | 1 | - | 718.77 |
1987 | 2 | - | 750.23 |
1987 | 3 | - | 743.80 |
1987 | 4 | - | 745.09 |
1987 | 5 | - | 778.60 |
1987 | 6 | - | 802.91 |
1987 | 7 | - | 854.73 |
1987 | 8 | - | 828.83 |
1987 | 9 | - | 730.58 |
1987 | 10 | - | 640.70 |
1987 | 11 | - | 632.14 |
1987 | 12 | - | 658.99 |
1988 | 1 | - | 680.92 |
1988 | 2 | - | 702.93 |
1988 | 3 | - | 696.70 |
1988 | 4 | - | 681.46 |
1988 | 5 | - | 722.33 |
1988 | 6 | - | 720.12 |
1988 | 7 | - | 707.74 |
1988 | 8 | - | 721.38 |
1988 | 9 | - | 748.80 |
1988 | 10 | - | 733.68 |
1988 | 11 | - | 750.74 |
1988 | 12 | - | 777.11 |
1989 | 1 | - | 802.76 |
1989 | 2 | - | 801.46 |
1989 | 3 | - | 830.03 |
1989 | 4 | - | 864.19 |
1989 | 5 | - | 893.51 |
1989 | 6 | - | 918.53 |
1989 | 7 | - | 961.61 |
1989 | 8 | - | 965.99 |
1989 | 9 | - | 968.76 |
1989 | 10 | - | 951.19 |
1989 | 11 | - | 977.22 |
1989 | 12 | - | 955.61 |
1990 | 1 | - | 931.46 |
1990 | 2 | - | 956.68 |
1990 | 3 | - | 958.55 |
1990 | 4 | - | 995.47 |
1990 | 5 | - | 1,027.02 |
1990 | 6 | - | 1,028.76 |
1990 | 7 | - | 947.89 |
1990 | 8 | - | 906.74 |
1990 | 9 | - | 885.74 |
1990 | 10 | - | 912.17 |
1990 | 11 | - | 954.01 |
1990 | 12 | - | 947.47 |
1991 | 1 | - | 1,057.45 |
1991 | 2 | - | 1,089.64 |
1991 | 3 | - | 1,114.25 |
1991 | 4 | - | 1,112.26 |
1991 | 5 | - | 1,116.12 |
1991 | 6 | - | 1,124.83 |
1991 | 7 | - | 1,154.96 |
1991 | 8 | - | 1,151.46 |
1991 | 9 | - | 1,153.56 |
1991 | 10 | - | 1,153.74 |
1991 | 11 | - | 1,164.53 |
1991 | 12 | - | 1,250.21 |
1992 | 1 | - | 1,242.70 |
1992 | 2 | - | 1,230.12 |
1992 | 3 | - | 1,233.37 |
1992 | 4 | - | 1,258.88 |
1992 | 5 | - | 1,242.15 |
1992 | 6 | - | 1,265.90 |
1992 | 7 | - | 1,277.82 |
1992 | 8 | - | 1,282.66 |
1992 | 9 | - | 1,267.49 |
1992 | 10 | - | 1,302.44 |
1992 | 11 | - | 1,345.04 |
1992 | 12 | - | 1,346.96 |
1993 | 1 | - | 1,370.19 |
1993 | 2 | - | 1,399.65 |
1993 | 3 | - | 1,380.87 |
1993 | 4 | - | 1,390.88 |
1993 | 5 | - | 1,402.91 |
1993 | 6 | - | 1,403.77 |
1993 | 7 | - | 1,428.51 |
1993 | 8 | - | 1,447.87 |
1993 | 9 | - | 1,465.85 |
1993 | 10 | - | 1,465.96 |
1993 | 11 | - | 1,478.96 |
1993 | 12 | - | 1,504.64 |
1994 | 1 | - | 1,503.50 |
1994 | 2 | - | 1,482.09 |
1994 | 3 | - | 1,432.49 |
1994 | 4 | - | 1,447.65 |
1994 | 5 | - | 1,463.69 |
1994 | 6 | - | 1,456.10 |
1994 | 7 | - | 1,500.98 |
1994 | 8 | - | 1,513.25 |
1994 | 9 | - | 1,506.53 |
1994 | 10 | - | 1,500.96 |
1994 | 11 | - | 1,485.56 |
1994 | 12 | - | 1,521.97 |
1995 | 1 | - | 1,580.10 |
1995 | 2 | - | 1,620.52 |
1995 | 3 | - | 1,672.63 |
1995 | 4 | - | 1,728.63 |
1995 | 5 | - | 1,783.57 |
1995 | 6 | - | 1,846.84 |
1995 | 7 | - | 1,856.32 |
1995 | 8 | - | 1,925.33 |
1995 | 9 | - | 1,942.90 |
1995 | 10 | - | 1,988.72 |
1995 | 11 | - | 2,056.12 |
1995 | 12 | - | 2,059.46 |
1996 | 1 | - | 2,181.06 |
1996 | 2 | - | 2,176.68 |
1996 | 3 | - | 2,180.97 |
1996 | 4 | - | 2,232.33 |
1996 | 5 | - | 2,260.87 |
1996 | 6 | - | 2,182.27 |
1996 | 7 | - | 2,249.39 |
1996 | 8 | - | 2,294.92 |
1996 | 9 | - | 2,389.45 |
1996 | 10 | - | 2,510.17 |
1996 | 11 | - | 2,540.25 |
1996 | 12 | - | 2,623.00 |
1997 | 1 | - | 2,737.39 |
1997 | 2 | - | 2,720.32 |
1997 | 3 | - | 2,627.69 |
1997 | 4 | - | 2,869.90 |
1997 | 5 | - | 3,023.06 |
1997 | 6 | - | 3,196.46 |
1997 | 7 | - | 3,207.58 |
1997 | 8 | - | 3,245.82 |
1997 | 9 | - | 3,299.22 |
1997 | 10 | - | 3,261.21 |
1997 | 11 | - | 3,347.13 |
1997 | 12 | - | 3,355.07 |
1998 | 1 | - | 3,569.87 |
1998 | 2 | - | 3,759.53 |
1998 | 3 | - | 3,887.57 |
1998 | 4 | - | 3,878.94 |
1998 | 5 | - | 3,883.46 |
1998 | 6 | - | 4,056.96 |
1998 | 7 | - | 3,774.15 |
1998 | 8 | - | 3,589.27 |
1998 | 9 | - | 3,635.61 |
1998 | 10 | - | 4,034.59 |
1998 | 11 | - | 4,200.17 |
1998 | 12 | - | 4,412.19 |
1999 | 1 | - | 4,409.24 |
1999 | 2 | - | 4,538.15 |
1999 | 3 | - | 4,731.02 |
1999 | 4 | - | 4,726.34 |
1999 | 5 | - | 4,697.43 |
1999 | 6 | - | 4,909.87 |
1999 | 7 | - | 4,724.55 |
1999 | 8 | - | 4,696.29 |
1999 | 9 | - | 4,636.54 |
1999 | 10 | - | 4,966.01 |
1999 | 11 | - | 5,105.49 |
1999 | 12 | - | 5,099.42 |
2000 | 1 | - | 4,973.05 |
2000 | 2 | - | 5,169.03 |
2000 | 3 | - | 5,242.67 |
2000 | 4 | - | 5,093.85 |
2000 | 5 | - | 5,254.99 |
2000 | 6 | - | 5,299.67 |
2000 | 7 | - | 5,349.48 |
2000 | 8 | - | 5,291.72 |
2000 | 9 | - | 5,015.80 |
2000 | 10 | - | 4,977.05 |
2000 | 11 | - | 4,811.81 |
2000 | 12 | - | 4,833.70 |
2001 | 1 | - | 4,730.44 |
2001 | 2 | - | 4,300.92 |
2001 | 3 | - | 4,320.22 |
2001 | 4 | - | 4,617.42 |
2001 | 5 | - | 4,507.13 |
2001 | 6 | - | 4,387.23 |
2001 | 7 | - | 4,297.47 |
2001 | 8 | - | 3,814.12 |
2001 | 9 | - | 3,935.56 |
2001 | 10 | - | 4,134.43 |
2001 | 11 | - | 4,195.05 |
2001 | 12 | - | 4,182.56 |
2002 | 1 | - | 4,042.33 |
2002 | 2 | - | 4,242.23 |
2002 | 3 | - | 4,093.14 |
2002 | 4 | - | 3,977.70 |
2002 | 5 | - | 3,742.18 |
2002 | 6 | - | 3,339.58 |
2002 | 7 | - | 3,377.61 |
2002 | 8 | - | 3,216.91 |
2002 | 9 | - | 3,172.93 |
2002 | 10 | - | 3,383.16 |
2002 | 11 | - | 3,348.14 |
2002 | 12 | - | 3,340.69 |
2003 | 1 | - | 3,126.39 |
2003 | 2 | - | 3,167.28 |
2003 | 3 | - | 3,334.70 |
2003 | 4 | - | 3,511.85 |
2003 | 5 | - | 3,712.17 |
2003 | 6 | - | 3,734.29 |
2003 | 7 | - | 3,728.08 |
2003 | 8 | - | 3,845.93 |
2003 | 9 | - | 3,923.92 |
2003 | 10 | - | 3,971.42 |
2003 | 11 | - | 4,093.10 |
2003 | 12 | - | 4,295.09 |
2004 | 1 | - | 4,341.76 |
2004 | 2 | - | 4,273.81 |
2004 | 3 | - | 4,315.18 |
2004 | 4 | - | 4,204.53 |
2004 | 5 | - | 4,324.68 |
2004 | 6 | - | 4,227.86 |
2004 | 7 | - | 4,169.20 |
2004 | 8 | - | 4,285.21 |
2004 | 9 | - | 4,289.61 |
2004 | 10 | - | 4,494.39 |
2004 | 11 | - | 4,616.97 |
2004 | 12 | - | 4,554.68 |
2005 | 1 | - | 4,631.25 |
2005 | 2 | - | 4,619.41 |
2005 | 3 | - | 4,508.14 |
2005 | 4 | - | 4,568.36 |
2005 | 5 | - | 4,667.98 |
2005 | 6 | - | 4,752.37 |
2005 | 7 | - | 4,767.10 |
2005 | 8 | - | 4,780.43 |
2005 | 9 | - | 4,654.99 |
2005 | 10 | - | 4,839.40 |
2005 | 11 | - | 4,943.16 |
2005 | 12 | - | 5,015.66 |
2006 | 1 | - | 5,014.83 |
2006 | 2 | - | 5,089.36 |
2006 | 3 | - | 5,129.99 |
2006 | 4 | - | 5,089.63 |
2006 | 5 | - | 4,951.92 |
2006 | 6 | - | 4,987.57 |
2006 | 7 | - | 5,101.88 |
2006 | 8 | - | 5,231.01 |
2006 | 9 | - | 5,420.16 |
2006 | 10 | - | 5,528.65 |
2006 | 11 | - | 5,647.42 |
2006 | 12 | - | 5,686.55 |
2007 | 1 | - | 5,777.31 |
2007 | 2 | - | 5,634.39 |
2007 | 3 | - | 5,869.92 |
2007 | 4 | - | 6,069.01 |
2007 | 5 | - | 6,089.94 |
2007 | 6 | - | 6,124.94 |
2007 | 7 | - | 5,867.62 |
2007 | 8 | - | 6,048.04 |
2007 | 9 | - | 6,228.97 |
2007 | 10 | - | 5,929.59 |
2007 | 11 | - | 6,003.01 |
2007 | 12 | - | 5,604.70 |
2008 | 1 | - | 5,517.04 |
2008 | 2 | - | 5,372.13 |
2008 | 3 | - | 5,600.11 |
2008 | 4 | - | 5,743.62 |
2008 | 5 | - | 5,499.71 |
2008 | 6 | - | 5,165.41 |
2008 | 7 | - | 5,274.43 |
2008 | 8 | - | 5,018.75 |
2008 | 9 | - | 4,005.29 |
2008 | 10 | - | 3,660.62 |
2008 | 11 | - | 3,647.76 |
2008 | 12 | - | 3,607.80 |
2009 | 1 | - | 3,365.98 |
2009 | 2 | - | 3,174.55 |
2009 | 3 | - | 3,565.71 |
2009 | 4 | - | 3,803.18 |
2009 | 5 | - | 3,912.28 |
2009 | 6 | - | 3,962.27 |
2009 | 7 | - | 4,284.03 |
2009 | 8 | - | 4,440.42 |
2009 | 9 | - | 4,547.12 |
2009 | 10 | - | 4,642.36 |
2009 | 11 | - | 4,745.69 |
2009 | 12 | - | 4,810.09 |
2010 | 1 | - | 4,670.67 |
2010 | 2 | - | 4,948.25 |
2010 | 3 | - | 5,150.53 |
2010 | 4 | - | 4,847.55 |
2010 | 5 | - | 4,675.78 |
2010 | 6 | - | 4,668.34 |
2010 | 7 | - | 4,708.65 |
2010 | 8 | - | 4,867.39 |
2010 | 9 | - | 5,090.19 |
2010 | 10 | - | 5,216.99 |
2010 | 11 | - | 5,410.73 |
2010 | 12 | - | 5,598.06 |
2011 | 1 | - | 5,774.45 |
2011 | 2 | - | 5,710.21 |
2011 | 3 | - | 5,837.03 |
2011 | 4 | - | 5,875.51 |
2011 | 5 | - | 5,660.31 |
2011 | 6 | - | 5,835.88 |
2011 | 7 | - | 5,228.91 |
2011 | 8 | - | 5,187.64 |
2011 | 9 | - | 5,344.25 |
2011 | 10 | - | 5,438.69 |
2011 | 11 | - | 5,523.25 |
2011 | 12 | - | 5,787.40 |
2012 | 1 | - | 6,028.31 |
2012 | 2 | - | 6,202.16 |
2012 | 3 | - | 6,199.79 |
2012 | 4 | - | 6,008.16 |
2012 | 5 | - | 5,938.92 |
2012 | 6 | - | 6,112.40 |
2012 | 7 | - | 6,319.47 |
2012 | 8 | - | 6,510.39 |
2012 | 9 | - | 6,496.25 |
2012 | 10 | - | 6,311.92 |
2012 | 11 | - | 6,449.24 |
2012 | 12 | - | 6,724.54 |
2013 | 1 | - | 6,881.43 |
2013 | 2 | - | 7,068.77 |
2013 | 3 | - | 7,171.54 |
2013 | 4 | - | 7,499.58 |
2013 | 5 | - | 7,415.75 |
2013 | 6 | - | 7,657.10 |
2013 | 7 | - | 7,676.44 |
2013 | 8 | - | 7,767.97 |
2013 | 9 | - | 7,932.46 |
2013 | 10 | - | 8,238.66 |
2013 | 11 | - | 8,364.02 |
2013 | 12 | - | 8,444.97 |
2014 | 1 | - | 8,433.99 |
2014 | 2 | - | 8,663.58 |
2014 | 3 | - | 8,681.06 |
2014 | 4 | - | 8,814.06 |
2014 | 5 | - | 9,095.78 |
2014 | 6 | - | 9,231.84 |
2014 | 7 | - | 9,192.42 |
2014 | 8 | - | 9,355.87 |
2014 | 9 | - | 9,108.26 |
2014 | 10 | - | 9,627.94 |
2014 | 11 | - | 9,688.97 |
2014 | 12 | - | 9,581.42 |
2015 | 1 | - | 9,852.33 |
2015 | 2 | - | 9,857.78 |
2015 | 3 | - | 9,944.37 |
2015 | 4 | - | 10,041.72 |
2015 | 5 | - | 9,997.99 |
2015 | 6 | - | 9,990.03 |
2015 | 7 | - | 9,747.83 |
2015 | 8 | - | 9,308.48 |
2015 | 9 | - | 9,710.34 |
2015 | 10 | - | 9,995.09 |
2015 | 11 | - | 9,884.85 |
2015 | 12 | - | 9,250.28 |
2016 | 1 | - | 9,199.41 |
2016 | 2 | - | 9,784.75 |
2016 | 3 | - | 10,061.78 |
2016 | 4 | - | 10,031.15 |
2016 | 5 | - | 10,138.14 |
2016 | 6 | - | 10,472.43 |
2016 | 7 | - | 10,598.03 |
2016 | 8 | - | 10,551.54 |
2016 | 9 | - | 10,498.15 |
2016 | 10 | - | 10,624.25 |
2016 | 11 | - | 11,043.47 |
2016 | 12 | - | 11,202.24 |
2017 | 1 | - | 11,490.86 |
2017 | 2 | - | 11,691.86 |
2017 | 3 | - | 11,673.86 |
2017 | 4 | - | 11,871.42 |
2017 | 5 | - | 12,082.31 |
2017 | 6 | - | 12,201.67 |
2017 | 7 | - | 12,231.91 |
2017 | 8 | - | 12,434.13 |
2017 | 9 | - | 12,774.18 |
2017 | 10 | - | 12,977.23 |
2017 | 11 | - | 13,351.43 |
2017 | 12 | - | 14,000.56 |
2018 | 1 | - | 13,596.41 |
2018 | 2 | - | 13,605.19 |
2018 | 3 | - | 13,378.81 |
2018 | 4 | - | 13,641.25 |
2018 | 5 | - | 13,929.48 |
2018 | 6 | - | 14,149.67 |
2018 | 7 | - | 14,496.45 |
2018 | 8 | - | 14,739.96 |
2018 | 9 | - | 14,172.62 |
2018 | 10 | - | 13,878.38 |
2018 | 11 | - | 13,106.39 |
2018 | 12 | - | 13,333.87 |
2019 | 1 | - | 14,111.09 |
2019 | 2 | - | 14,385.98 |
2019 | 3 | - | 14,921.60 |
2019 | 4 | - | 14,693.03 |
2019 | 5 | - | 14,899.43 |
2019 | 6 | - | 15,469.68 |
2019 | 7 | - | 14,984.80 |
2019 | 8 | - | 15,447.12 |
2019 | 9 | - | 15,448.63 |
2019 | 10 | - | 16,133.57 |
2019 | 11 | - | 16,531.96 |
2019 | 12 | - | 17,085.19 |
2020 | 1 | - | 17,106.05 |
2020 | 2 | - | 13,869.97 |
2020 | 3 | - | 14,468.96 |
2020 | 4 | - | 15,320.81 |
2020 | 5 | - | 16,317.93 |
2020 | 6 | - | 16,885.21 |
2020 | 7 | - | 17,880.34 |
2020 | 8 | - | 17,768.23 |
2020 | 9 | - | 18,074.91 |
2020 | 10 | - | 18,789.61 |
2020 | 11 | - | 19,590.06 |
2020 | 12 | - | 20,137.66 |
2021 | 1 | - | 20,639.40 |
2021 | 2 | - | 20,808.92 |
2021 | 3 | - | 22,061.93 |
2021 | 4 | - | 22,229.65 |
2021 | 5 | - | 22,632.10 |
2021 | 6 | - | 23,326.50 |
2021 | 7 | - | 23,836.22 |
2021 | 8 | - | 23,816.08 |
2021 | 9 | - | 23,923.77 |
2021 | 10 | - | 25,058.89 |
2021 | 11 | - | 25,125.40 |
2021 | 12 | - | 24,609.84 |
2022 | 1 | - | 23,895.52 |
2022 | 2 | - | 23,682.23 |
2022 | 3 | - | 23,710.25 |
2022 | 4 | - | 21,843.61 |
2022 | 5 | - | 21,107.61 |
2022 | 6 | - | 21,205.69 |
2022 | 7 | - | 22,572.91 |
2022 | 8 | - | 20,930.19 |
2022 | 9 | - | 20,283.20 |
2022 | 10 | - | 21,355.18 |
2022 | 11 | - | 21,357.50 |
2022 | 12 | - | 21,651.48 |
2023 | 1 | - | 22,332.84 |
2023 | 2 | - | 21,755.44 |
2023 | 3 | - | 22,624.84 |
2023 | 4 | - | 22,791.74 |
2023 | 5 | - | 23,918.15 |
2023 | 6 | - | 24,845.23 |
2023 | 7 | - | 24,597.36 |
2023 | 8 | - | 24,362.81 |
2023 | 9 | - | 23,622.83 |
2023 | 10 | - | 24,709.89 |
2023 | 11 | - | 25,988.69 |
2023 | 12 | - | 26,745.44 |
2024 | 1 | - | 27,868.55 |
2024 | 2 | - | 28,783.23 |
2024 | 3 | - | 28,492.77 |
2024 | 4 | - | 29,209.85 |
2024 | 5 | - | 30,770.72 |
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.
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 | $93.32 |
End Value Average monthly close | $5,509.01 |
Change in price | +5,803.35% +7.28% / yr |
Change incl. dividends | +29,985.73% +10.26% / yr |
Change incl. dividends, inflation-adjusted | +2,988.02% +6.05% / yr |
Final amount, nominal ($100 base) | $30,085.73 |
Final amount, inflation-adjusted ($100 base) | $3,088.02 |