Stock market returns since 1974
If you invested $5000000 in the S&P 500 at the beginning of 1974, you would have about $1,131,312,034.49 at the end of 2024, assuming you reinvested all dividends. This is a return on investment of 22,526.24%, or 11.35% per year.
This lump-sum investment beats inflation during this period for an inflation-adjusted return of about 3,443.48% cumulatively, or 7.33% per year.
If you used dollar-cost averaging (monthly) instead of a lump-sum investment, you'd have $1,248,164,936.57.
The graph below shows the performance of $5000000 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 $5000000 is $1,126,312,034.49, or 22,526.24%. This means by 2024 you would have $1,131,312,034.49 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 1974 was 49.300 and the CPI in 2024 was 314.796.
The ratio between these CPIs describes how relative buying power of a dollar has changed over 50 years.
Adjusted for inflation, the $1,131,312,034.49 nominal end value of the original $5000000 investment would have a real return of roughly $172,174,053.36 in 1974 dollars. This means the inflation-adjusted return is 3,443.48% as opposed to the original 22,526.24%.
For more information on inflation, see our U.S. inflation calculator for 1974.
Full monthly data
The table below shows the full dataset pertaining to a $5000000 investment, including gains and losses over the 605-month period between 1974 and 2024.
Note that data shown is the monthly average closing price. Returns include dividends.
| Year | Month | Return (%) | Amount ($) | CPI |
|---|---|---|---|---|
| 1974 | 1 | -2.47% | 4,876,356.95 | 46.60 |
| 1974 | 2 | 4.57% | 5,099,432.67 | 47.20 |
| 1974 | 3 | -4.82% | 4,853,811.39 | 47.80 |
| 1974 | 4 | -2.71% | 4,722,483.05 | 48.00 |
| 1974 | 5 | 0.46% | 4,744,075.76 | 48.60 |
| 1974 | 6 | -11.35% | 4,205,772.77 | 49.00 |
| 1974 | 7 | -3.76% | 4,047,435.41 | 49.40 |
| 1974 | 8 | -10.01% | 3,642,141.78 | 50.00 |
| 1974 | 9 | 2.38% | 3,728,713.04 | 50.60 |
| 1974 | 10 | 3.74% | 3,868,295.15 | 51.10 |
| 1974 | 11 | -6.09% | 3,632,645.25 | 51.50 |
| 1974 | 12 | 8.63% | 3,946,243.23 | 51.90 |
| 1975 | 1 | 10.81% | 4,372,734.67 | 52.10 |
| 1975 | 2 | 4.97% | 4,590,218.94 | 52.50 |
| 1975 | 3 | 1.49% | 4,658,476.85 | 52.70 |
| 1975 | 4 | 6.71% | 4,971,183.39 | 52.90 |
| 1975 | 5 | 2.89% | 5,115,080.43 | 53.20 |
| 1975 | 6 | 0.43% | 5,137,177.51 | 53.60 |
| 1975 | 7 | -7.00% | 4,777,767.63 | 54.20 |
| 1975 | 8 | -0.85% | 4,737,028.49 | 54.30 |
| 1975 | 9 | 4.97% | 4,972,518.54 | 54.60 |
| 1975 | 10 | 2.04% | 5,074,042.43 | 54.90 |
| 1975 | 11 | -1.18% | 5,014,187.09 | 55.30 |
| 1975 | 12 | 9.55% | 5,492,805.48 | 55.50 |
| 1976 | 1 | 4.18% | 5,722,302.45 | 55.60 |
| 1976 | 2 | 0.80% | 5,768,218.67 | 55.80 |
| 1976 | 3 | 1.10% | 5,831,406.62 | 55.90 |
| 1976 | 4 | -0.38% | 5,809,056.38 | 56.10 |
| 1976 | 5 | 0.90% | 5,861,371.71 | 56.50 |
| 1976 | 6 | 2.67% | 6,017,598.18 | 56.80 |
| 1976 | 7 | -0.56% | 5,983,862.29 | 57.10 |
| 1976 | 8 | 2.44% | 6,129,741.86 | 57.40 |
| 1976 | 9 | -3.11% | 5,939,216.31 | 57.60 |
| 1976 | 10 | -0.37% | 5,917,440.50 | 57.90 |
| 1976 | 11 | 3.79% | 6,141,504.74 | 58.00 |
| 1976 | 12 | -0.54% | 6,108,509.55 | 58.20 |
| 1977 | 1 | -2.37% | 5,963,823.16 | 58.50 |
| 1977 | 2 | -0.05% | 5,960,591.92 | 59.10 |
| 1977 | 3 | -1.19% | 5,889,442.04 | 59.50 |
| 1977 | 4 | 0.06% | 5,893,240.85 | 60.00 |
| 1977 | 5 | 0.90% | 5,946,266.34 | 60.30 |
| 1977 | 6 | 1.28% | 6,022,523.56 | 60.70 |
| 1977 | 7 | -2.08% | 5,897,338.16 | 61.00 |
| 1977 | 8 | -1.18% | 5,828,024.73 | 61.20 |
| 1977 | 9 | -2.20% | 5,699,932.95 | 61.40 |
| 1977 | 10 | 0.98% | 5,755,857.38 | 61.60 |
| 1977 | 11 | -0.08% | 5,751,244.65 | 61.90 |
| 1977 | 12 | -3.39% | 5,556,256.90 | 62.10 |
| 1978 | 1 | -0.97% | 5,502,250.54 | 62.50 |
| 1978 | 2 | 0.27% | 5,516,868.12 | 62.90 |
| 1978 | 3 | 4.83% | 5,783,332.48 | 63.40 |
| 1978 | 4 | 5.50% | 6,101,665.66 | 63.90 |
| 1978 | 5 | 0.67% | 6,142,763.79 | 64.50 |
| 1978 | 6 | -0.06% | 6,138,937.40 | 65.20 |
| 1978 | 7 | 7.33% | 6,588,807.53 | 65.70 |
| 1978 | 8 | 0.40% | 6,615,142.31 | 66.00 |
| 1978 | 9 | -2.77% | 6,431,671.33 | 66.50 |
| 1978 | 10 | -5.44% | 6,081,939.45 | 67.10 |
| 1978 | 11 | 1.92% | 6,198,884.71 | 67.40 |
| 1978 | 12 | 4.19% | 6,458,327.16 | 67.70 |
| 1979 | 1 | -1.06% | 6,390,065.59 | 68.30 |
| 1979 | 2 | 2.34% | 6,539,667.32 | 69.10 |
| 1979 | 3 | 2.43% | 6,698,640.25 | 69.80 |
| 1979 | 4 | -1.89% | 6,571,833.39 | 70.60 |
| 1979 | 5 | 2.42% | 6,730,716.56 | 71.50 |
| 1979 | 6 | 1.42% | 6,826,349.65 | 72.30 |
| 1979 | 7 | 5.01% | 7,168,645.72 | 73.10 |
| 1979 | 8 | 1.54% | 7,279,075.18 | 73.80 |
| 1979 | 9 | -3.35% | 7,035,042.95 | 74.60 |
| 1979 | 10 | -0.32% | 7,012,359.54 | 75.20 |
| 1979 | 11 | 4.40% | 7,321,183.60 | 75.90 |
| 1979 | 12 | 3.31% | 7,563,694.97 | 76.70 |
| 1980 | 1 | 4.40% | 7,896,183.82 | 77.80 |
| 1980 | 2 | -8.78% | 7,203,070.55 | 78.90 |
| 1980 | 3 | -1.16% | 7,119,367.24 | 80.10 |
| 1980 | 4 | 5.04% | 7,477,908.43 | 81.00 |
| 1980 | 5 | 6.86% | 7,991,093.66 | 81.80 |
| 1980 | 6 | 4.97% | 8,388,207.79 | 82.70 |
| 1980 | 7 | 3.50% | 8,682,187.92 | 82.70 |
| 1980 | 8 | 2.84% | 8,928,398.07 | 83.30 |
| 1980 | 9 | 3.32% | 9,225,246.72 | 84.00 |
| 1980 | 10 | 4.61% | 9,650,963.75 | 84.80 |
| 1980 | 11 | -1.24% | 9,530,830.47 | 85.50 |
| 1980 | 12 | 0.01% | 9,531,782.37 | 86.30 |
| 1981 | 1 | -3.07% | 9,239,139.92 | 87.00 |
| 1981 | 2 | 4.14% | 9,621,945.41 | 87.90 |
| 1981 | 3 | 1.29% | 9,746,433.54 | 88.50 |
| 1981 | 4 | -1.62% | 9,588,807.40 | 89.10 |
| 1981 | 5 | 0.86% | 9,671,039.92 | 89.80 |
| 1981 | 6 | -2.02% | 9,476,047.48 | 90.60 |
| 1981 | 7 | 0.80% | 9,552,098.88 | 91.60 |
| 1981 | 8 | -8.30% | 8,759,018.37 | 92.30 |
| 1981 | 9 | 1.73% | 8,910,308.26 | 93.20 |
| 1981 | 10 | 3.04% | 9,181,514.03 | 93.40 |
| 1981 | 11 | 1.18% | 9,289,797.94 | 93.70 |
| 1981 | 12 | -4.80% | 8,843,504.94 | 94.00 |
| 1982 | 1 | -1.91% | 8,674,249.45 | 94.30 |
| 1982 | 2 | -2.74% | 8,436,181.08 | 94.60 |
| 1982 | 3 | 5.47% | 8,897,582.32 | 94.50 |
| 1982 | 4 | 0.57% | 8,948,267.17 | 94.90 |
| 1982 | 5 | -5.27% | 8,476,638.14 | 95.80 |
| 1982 | 6 | 0.24% | 8,497,308.15 | 97.00 |
| 1982 | 7 | 0.79% | 8,564,774.83 | 97.50 |
| 1982 | 8 | 12.10% | 9,600,802.04 | 97.70 |
| 1982 | 9 | 8.88% | 10,453,487.65 | 97.90 |
| 1982 | 10 | 4.50% | 10,923,885.86 | 98.20 |
| 1982 | 11 | 1.36% | 11,071,959.03 | 98.00 |
| 1982 | 12 | 3.93% | 11,506,616.82 | 97.60 |
| 1983 | 1 | 2.13% | 11,751,709.42 | 97.80 |
| 1983 | 2 | 3.87% | 12,205,985.24 | 97.90 |
| 1983 | 3 | 4.20% | 12,718,317.87 | 97.90 |
| 1983 | 4 | 4.42% | 13,280,977.76 | 98.60 |
| 1983 | 5 | 1.75% | 13,513,860.23 | 99.20 |
| 1983 | 6 | 0.71% | 13,609,556.34 | 99.50 |
| 1983 | 7 | -2.41% | 13,281,949.05 | 99.90 |
| 1983 | 8 | 3.31% | 13,722,090.82 | 100.20 |
| 1983 | 9 | 0.65% | 13,810,999.90 | 100.70 |
| 1983 | 10 | -1.14% | 13,653,357.94 | 101.00 |
| 1983 | 11 | -0.13% | 13,635,864.24 | 101.20 |
| 1983 | 12 | 1.58% | 13,850,756.28 | 101.30 |
| 1984 | 1 | -5.11% | 13,142,680.76 | 101.90 |
| 1984 | 2 | 0.44% | 13,200,818.81 | 102.40 |
| 1984 | 3 | 0.51% | 13,267,773.40 | 102.60 |
| 1984 | 4 | -0.25% | 13,234,262.52 | 103.10 |
| 1984 | 5 | -1.85% | 12,989,653.11 | 103.40 |
| 1984 | 6 | -0.91% | 12,871,648.92 | 103.70 |
| 1984 | 7 | 9.21% | 14,056,684.88 | 104.10 |
| 1984 | 8 | 1.41% | 14,254,457.98 | 104.50 |
| 1984 | 9 | -0.41% | 14,195,672.29 | 105.00 |
| 1984 | 10 | 1.29% | 14,378,214.73 | 105.30 |
| 1984 | 11 | -0.71% | 14,276,480.72 | 105.30 |
| 1984 | 12 | 4.70% | 14,947,128.17 | 105.30 |
| 1985 | 1 | 5.79% | 15,812,172.38 | 105.50 |
| 1985 | 2 | -0.48% | 15,736,539.89 | 106.00 |
| 1985 | 3 | 1.02% | 15,897,794.10 | 106.40 |
| 1985 | 4 | 2.74% | 16,332,699.64 | 106.90 |
| 1985 | 5 | 2.51% | 16,742,808.29 | 107.30 |
| 1985 | 6 | 2.25% | 17,119,056.16 | 107.60 |
| 1985 | 7 | -1.85% | 16,803,156.43 | 107.80 |
| 1985 | 8 | -1.88% | 16,486,417.90 | 108.00 |
| 1985 | 9 | 1.50% | 16,732,982.83 | 108.30 |
| 1985 | 10 | 6.42% | 17,807,326.60 | 108.70 |
| 1985 | 11 | 5.29% | 18,750,138.14 | 109.00 |
| 1985 | 12 | 0.75% | 18,891,088.29 | 109.30 |
| 1986 | 1 | 5.70% | 19,967,360.10 | 109.60 |
| 1986 | 2 | 6.18% | 21,201,896.29 | 109.30 |
| 1986 | 3 | 2.74% | 21,783,130.66 | 108.80 |
| 1986 | 4 | 0.49% | 21,890,266.67 | 108.60 |
| 1986 | 5 | 3.13% | 22,576,141.27 | 108.90 |
| 1986 | 6 | -1.80% | 22,168,887.19 | 109.50 |
| 1986 | 7 | 2.28% | 22,674,527.10 | 109.50 |
| 1986 | 8 | -2.46% | 22,117,587.26 | 109.70 |
| 1986 | 9 | -0.09% | 22,097,709.59 | 110.20 |
| 1986 | 10 | 3.53% | 22,878,410.55 | 110.30 |
| 1986 | 11 | 1.71% | 23,269,388.75 | 110.40 |
| 1986 | 12 | 6.67% | 24,822,241.36 | 110.50 |
| 1987 | 1 | 6.46% | 26,426,224.26 | 111.20 |
| 1987 | 2 | 4.38% | 27,582,743.96 | 111.60 |
| 1987 | 3 | -0.86% | 27,346,522.51 | 112.10 |
| 1987 | 4 | 0.17% | 27,393,785.77 | 112.70 |
| 1987 | 5 | 4.50% | 28,626,079.73 | 113.10 |
| 1987 | 6 | 3.12% | 29,519,813.67 | 113.50 |
| 1987 | 7 | 6.45% | 31,425,025.79 | 113.80 |
| 1987 | 8 | -3.03% | 30,472,713.71 | 114.40 |
| 1987 | 9 | -11.85% | 26,860,513.10 | 115.00 |
| 1987 | 10 | -12.30% | 23,555,752.91 | 115.30 |
| 1987 | 11 | -1.33% | 23,241,355.71 | 115.40 |
| 1987 | 12 | 4.25% | 24,228,309.69 | 115.40 |
| 1988 | 1 | 3.33% | 25,034,764.77 | 115.70 |
| 1988 | 2 | 3.23% | 25,843,903.13 | 116.00 |
| 1988 | 3 | -0.89% | 25,614,919.86 | 116.50 |
| 1988 | 4 | -2.19% | 25,054,397.02 | 117.10 |
| 1988 | 5 | 6.00% | 26,557,209.76 | 117.50 |
| 1988 | 6 | -0.31% | 26,475,700.28 | 118.00 |
| 1988 | 7 | -1.72% | 26,020,719.25 | 118.50 |
| 1988 | 8 | 1.93% | 26,522,182.43 | 119.00 |
| 1988 | 9 | 3.80% | 27,530,454.21 | 119.80 |
| 1988 | 10 | -2.02% | 26,974,270.88 | 120.20 |
| 1988 | 11 | 2.33% | 27,601,679.82 | 120.30 |
| 1988 | 12 | 3.51% | 28,571,232.49 | 120.50 |
| 1989 | 1 | 3.30% | 29,514,040.87 | 121.10 |
| 1989 | 2 | -0.16% | 29,466,328.76 | 121.60 |
| 1989 | 3 | 3.56% | 30,516,744.15 | 122.30 |
| 1989 | 4 | 4.12% | 31,772,600.38 | 123.10 |
| 1989 | 5 | 3.39% | 32,850,524.73 | 123.80 |
| 1989 | 6 | 2.80% | 33,770,396.93 | 124.10 |
| 1989 | 7 | 4.69% | 35,354,482.75 | 124.40 |
| 1989 | 8 | 0.46% | 35,515,535.54 | 124.60 |
| 1989 | 9 | 0.29% | 35,617,200.85 | 125.00 |
| 1989 | 10 | -1.81% | 34,971,264.87 | 125.60 |
| 1989 | 11 | 2.74% | 35,928,325.69 | 125.90 |
| 1989 | 12 | -2.21% | 35,133,869.26 | 126.10 |
| 1990 | 1 | -2.53% | 34,245,971.82 | 127.40 |
| 1990 | 2 | 2.71% | 35,173,067.47 | 128.00 |
| 1990 | 3 | 0.20% | 35,242,001.67 | 128.70 |
| 1990 | 4 | 3.85% | 36,599,144.74 | 128.90 |
| 1990 | 5 | 3.17% | 37,759,321.95 | 129.20 |
| 1990 | 6 | 0.17% | 37,823,408.41 | 129.90 |
| 1990 | 7 | -7.86% | 34,850,024.47 | 130.40 |
| 1990 | 8 | -4.34% | 33,337,163.75 | 131.60 |
| 1990 | 9 | -2.32% | 32,565,152.08 | 132.70 |
| 1990 | 10 | 2.98% | 33,536,835.87 | 133.50 |
| 1990 | 11 | 4.59% | 35,075,038.21 | 133.80 |
| 1990 | 12 | -0.69% | 34,834,714.19 | 133.80 |
| 1991 | 1 | 11.61% | 38,877,901.06 | 134.60 |
| 1991 | 2 | 3.04% | 40,061,585.54 | 134.80 |
| 1991 | 3 | 2.26% | 40,966,508.05 | 135.00 |
| 1991 | 4 | -0.18% | 40,893,227.69 | 135.20 |
| 1991 | 5 | 0.35% | 41,035,131.66 | 135.60 |
| 1991 | 6 | 0.78% | 41,355,405.07 | 136.00 |
| 1991 | 7 | 2.68% | 42,463,288.81 | 136.20 |
| 1991 | 8 | -0.30% | 42,334,582.19 | 136.60 |
| 1991 | 9 | 0.18% | 42,411,481.27 | 137.20 |
| 1991 | 10 | 0.02% | 42,418,180.23 | 137.40 |
| 1991 | 11 | 0.94% | 42,814,849.53 | 137.80 |
| 1991 | 12 | 7.36% | 45,965,177.28 | 137.90 |
| 1992 | 1 | -0.60% | 45,688,997.35 | 138.10 |
| 1992 | 2 | -1.01% | 45,226,452.00 | 138.60 |
| 1992 | 3 | 0.26% | 45,345,987.08 | 139.30 |
| 1992 | 4 | 2.07% | 46,283,901.02 | 139.50 |
| 1992 | 5 | -1.33% | 45,668,731.25 | 139.70 |
| 1992 | 6 | 1.91% | 46,541,978.27 | 140.20 |
| 1992 | 7 | 0.94% | 46,980,273.33 | 140.50 |
| 1992 | 8 | 0.38% | 47,157,946.77 | 140.90 |
| 1992 | 9 | -1.18% | 46,600,513.58 | 141.30 |
| 1992 | 10 | 2.76% | 47,885,244.55 | 141.80 |
| 1992 | 11 | 3.27% | 49,451,666.62 | 142.00 |
| 1992 | 12 | 0.14% | 49,522,329.70 | 141.90 |
| 1993 | 1 | 1.72% | 50,376,217.15 | 142.60 |
| 1993 | 2 | 2.15% | 51,459,382.80 | 143.10 |
| 1993 | 3 | -1.34% | 50,768,929.02 | 143.60 |
| 1993 | 4 | 0.72% | 51,136,863.78 | 144.00 |
| 1993 | 5 | 0.87% | 51,579,290.97 | 144.20 |
| 1993 | 6 | 0.06% | 51,610,756.26 | 144.40 |
| 1993 | 7 | 1.76% | 52,520,378.19 | 144.40 |
| 1993 | 8 | 1.35% | 53,232,014.50 | 144.80 |
| 1993 | 9 | 1.24% | 53,893,106.57 | 145.10 |
| 1993 | 10 | 0.01% | 53,897,172.66 | 145.70 |
| 1993 | 11 | 0.89% | 54,375,337.50 | 145.80 |
| 1993 | 12 | 1.74% | 55,319,228.16 | 145.80 |
| 1994 | 1 | -0.08% | 55,277,350.93 | 146.20 |
| 1994 | 2 | -1.42% | 54,490,301.97 | 146.70 |
| 1994 | 3 | -3.35% | 52,666,850.78 | 147.20 |
| 1994 | 4 | 1.06% | 53,224,193.44 | 147.40 |
| 1994 | 5 | 1.11% | 53,813,967.04 | 147.50 |
| 1994 | 6 | -0.52% | 53,534,739.72 | 148.00 |
| 1994 | 7 | 3.08% | 55,184,722.14 | 148.40 |
| 1994 | 8 | 0.82% | 55,635,837.99 | 149.00 |
| 1994 | 9 | -0.44% | 55,388,811.18 | 149.40 |
| 1994 | 10 | -0.37% | 55,183,936.91 | 149.50 |
| 1994 | 11 | -1.03% | 54,617,911.82 | 149.70 |
| 1994 | 12 | 2.45% | 55,956,692.01 | 149.70 |
| 1995 | 1 | 3.82% | 58,093,730.49 | 150.30 |
| 1995 | 2 | 2.56% | 59,579,866.94 | 150.90 |
| 1995 | 3 | 3.22% | 61,495,689.18 | 151.40 |
| 1995 | 4 | 3.35% | 63,554,417.33 | 151.90 |
| 1995 | 5 | 3.18% | 65,574,444.83 | 152.20 |
| 1995 | 6 | 3.55% | 67,900,685.14 | 152.50 |
| 1995 | 7 | 0.51% | 68,249,099.95 | 152.50 |
| 1995 | 8 | 3.72% | 70,786,372.43 | 152.90 |
| 1995 | 9 | 0.91% | 71,432,345.83 | 153.20 |
| 1995 | 10 | 2.36% | 73,116,995.82 | 153.70 |
| 1995 | 11 | 3.39% | 75,595,031.69 | 153.60 |
| 1995 | 12 | 0.16% | 75,717,933.94 | 153.50 |
| 1996 | 1 | 5.90% | 80,188,618.76 | 154.40 |
| 1996 | 2 | -0.20% | 80,027,682.48 | 154.90 |
| 1996 | 3 | 0.20% | 80,185,370.67 | 155.70 |
| 1996 | 4 | 2.35% | 82,073,596.33 | 156.30 |
| 1996 | 5 | 1.28% | 83,122,983.73 | 156.60 |
| 1996 | 6 | -3.48% | 80,233,159.63 | 156.70 |
| 1996 | 7 | 3.08% | 82,700,933.15 | 157.00 |
| 1996 | 8 | 2.02% | 84,374,574.17 | 157.30 |
| 1996 | 9 | 4.12% | 87,850,382.89 | 157.80 |
| 1996 | 10 | 5.05% | 92,288,656.13 | 158.30 |
| 1996 | 11 | 1.20% | 93,394,484.16 | 158.60 |
| 1996 | 12 | 3.26% | 96,436,846.92 | 158.60 |
| 1997 | 1 | 4.36% | 100,642,615.66 | 159.10 |
| 1997 | 2 | -0.62% | 100,014,922.38 | 159.60 |
| 1997 | 3 | -3.41% | 96,609,167.82 | 160.00 |
| 1997 | 4 | 9.22% | 105,514,437.47 | 160.20 |
| 1997 | 5 | 5.34% | 111,145,558.72 | 160.10 |
| 1997 | 6 | 5.74% | 117,520,784.12 | 160.30 |
| 1997 | 7 | 0.35% | 117,929,508.67 | 160.50 |
| 1997 | 8 | 1.19% | 119,335,237.85 | 160.80 |
| 1997 | 9 | 1.65% | 121,298,750.94 | 161.20 |
| 1997 | 10 | -1.15% | 119,901,336.81 | 161.60 |
| 1997 | 11 | 2.63% | 123,060,277.27 | 161.50 |
| 1997 | 12 | 0.24% | 123,352,038.79 | 161.30 |
| 1998 | 1 | 6.40% | 131,249,231.72 | 161.60 |
| 1998 | 2 | 5.31% | 138,222,335.94 | 161.90 |
| 1998 | 3 | 3.41% | 142,929,739.89 | 162.20 |
| 1998 | 4 | -0.22% | 142,612,639.43 | 162.50 |
| 1998 | 5 | 0.12% | 142,778,721.92 | 162.80 |
| 1998 | 6 | 4.47% | 149,157,598.78 | 163.00 |
| 1998 | 7 | -6.97% | 138,759,811.84 | 163.20 |
| 1998 | 8 | -4.90% | 131,962,731.63 | 163.40 |
| 1998 | 9 | 1.29% | 133,666,181.42 | 163.60 |
| 1998 | 10 | 10.97% | 148,335,221.77 | 164.00 |
| 1998 | 11 | 4.10% | 154,423,054.95 | 164.00 |
| 1998 | 12 | 5.05% | 162,217,847.53 | 163.90 |
| 1999 | 1 | -0.07% | 162,109,631.87 | 164.30 |
| 1999 | 2 | 2.92% | 166,848,922.90 | 164.50 |
| 1999 | 3 | 4.25% | 173,940,039.00 | 165.00 |
| 1999 | 4 | -0.10% | 173,768,131.02 | 166.20 |
| 1999 | 5 | -0.61% | 172,705,074.68 | 166.20 |
| 1999 | 6 | 4.52% | 180,515,467.05 | 166.20 |
| 1999 | 7 | -3.77% | 173,702,117.10 | 166.70 |
| 1999 | 8 | -0.60% | 172,663,349.54 | 167.10 |
| 1999 | 9 | -1.27% | 170,466,258.18 | 167.90 |
| 1999 | 10 | 7.11% | 182,579,504.59 | 168.20 |
| 1999 | 11 | 2.81% | 187,707,671.24 | 168.30 |
| 1999 | 12 | -0.12% | 187,484,425.58 | 168.30 |
| 2000 | 1 | -2.48% | 182,838,416.58 | 168.80 |
| 2000 | 2 | 3.94% | 190,043,993.73 | 169.80 |
| 2000 | 3 | 1.42% | 192,751,484.73 | 171.20 |
| 2000 | 4 | -2.84% | 187,279,667.15 | 171.30 |
| 2000 | 5 | 3.16% | 193,204,222.26 | 171.50 |
| 2000 | 6 | 0.85% | 194,847,119.80 | 172.40 |
| 2000 | 7 | 0.94% | 196,678,119.80 | 172.80 |
| 2000 | 8 | -1.08% | 194,554,683.31 | 172.80 |
| 2000 | 9 | -5.21% | 184,410,155.11 | 173.70 |
| 2000 | 10 | -0.77% | 182,985,468.50 | 174.00 |
| 2000 | 11 | -3.32% | 176,910,215.98 | 174.10 |
| 2000 | 12 | 0.46% | 177,715,171.00 | 174.00 |
| 2001 | 1 | -2.14% | 173,918,716.80 | 175.10 |
| 2001 | 2 | -9.08% | 158,127,066.03 | 175.80 |
| 2001 | 3 | 0.45% | 158,836,572.09 | 176.20 |
| 2001 | 4 | 6.88% | 169,763,468.78 | 176.90 |
| 2001 | 5 | -2.39% | 165,708,409.78 | 177.70 |
| 2001 | 6 | -2.66% | 161,300,189.64 | 178.00 |
| 2001 | 7 | -2.05% | 158,000,247.01 | 177.50 |
| 2001 | 8 | -11.25% | 140,229,446.12 | 177.50 |
| 2001 | 9 | 3.18% | 144,694,395.86 | 178.30 |
| 2001 | 10 | 5.05% | 152,006,015.22 | 177.70 |
| 2001 | 11 | 1.47% | 154,234,498.47 | 177.40 |
| 2001 | 12 | -0.30% | 153,775,358.97 | 176.70 |
| 2002 | 1 | -3.35% | 148,619,625.91 | 177.10 |
| 2002 | 2 | 4.95% | 155,969,268.74 | 177.80 |
| 2002 | 3 | -3.51% | 150,487,834.62 | 178.80 |
| 2002 | 4 | -2.82% | 146,243,518.79 | 179.80 |
| 2002 | 5 | -5.92% | 137,584,500.76 | 179.80 |
| 2002 | 6 | -10.76% | 122,782,473.38 | 179.90 |
| 2002 | 7 | 1.14% | 124,180,708.92 | 180.10 |
| 2002 | 8 | -4.76% | 118,272,525.86 | 180.70 |
| 2002 | 9 | -1.37% | 116,655,689.92 | 181.00 |
| 2002 | 10 | 6.63% | 124,384,802.20 | 181.30 |
| 2002 | 11 | -1.04% | 123,097,343.25 | 181.30 |
| 2002 | 12 | -0.22% | 122,823,430.05 | 180.90 |
| 2003 | 1 | -6.41% | 114,944,508.46 | 181.70 |
| 2003 | 2 | 1.31% | 116,447,865.58 | 183.10 |
| 2003 | 3 | 5.29% | 122,603,135.37 | 184.20 |
| 2003 | 4 | 5.31% | 129,116,073.47 | 183.80 |
| 2003 | 5 | 5.70% | 136,481,093.02 | 183.50 |
| 2003 | 6 | 0.60% | 137,294,384.96 | 183.70 |
| 2003 | 7 | -0.17% | 137,066,031.30 | 183.90 |
| 2003 | 8 | 3.16% | 141,398,936.50 | 184.60 |
| 2003 | 9 | 2.03% | 144,266,265.14 | 185.20 |
| 2003 | 10 | 1.21% | 146,012,732.66 | 185.00 |
| 2003 | 11 | 3.06% | 150,486,285.82 | 184.50 |
| 2003 | 12 | 4.93% | 157,912,725.91 | 184.30 |
| 2004 | 1 | 1.09% | 159,628,703.80 | 185.20 |
| 2004 | 2 | -1.57% | 157,130,200.55 | 186.20 |
| 2004 | 3 | 0.97% | 158,651,436.22 | 187.40 |
| 2004 | 4 | -2.56% | 154,583,211.38 | 188.00 |
| 2004 | 5 | 2.86% | 159,000,700.05 | 189.10 |
| 2004 | 6 | -2.24% | 155,441,024.78 | 189.70 |
| 2004 | 7 | -1.39% | 153,284,171.53 | 189.40 |
| 2004 | 8 | 2.78% | 157,549,494.42 | 189.50 |
| 2004 | 9 | 0.10% | 157,711,132.81 | 189.90 |
| 2004 | 10 | 4.77% | 165,240,098.40 | 190.90 |
| 2004 | 11 | 2.73% | 169,746,934.97 | 191.00 |
| 2004 | 12 | -1.35% | 167,456,672.70 | 190.30 |
| 2005 | 1 | 1.68% | 170,271,965.56 | 190.70 |
| 2005 | 2 | -0.26% | 169,836,770.74 | 191.80 |
| 2005 | 3 | -2.41% | 165,745,541.42 | 193.30 |
| 2005 | 4 | 1.34% | 167,959,687.34 | 194.60 |
| 2005 | 5 | 2.18% | 171,622,380.00 | 194.40 |
| 2005 | 6 | 1.81% | 174,724,953.85 | 194.50 |
| 2005 | 7 | 0.31% | 175,266,633.04 | 195.40 |
| 2005 | 8 | 0.28% | 175,756,837.13 | 196.40 |
| 2005 | 9 | -2.62% | 171,144,591.70 | 198.80 |
| 2005 | 10 | 3.96% | 177,924,557.15 | 199.20 |
| 2005 | 11 | 2.14% | 181,739,492.68 | 197.60 |
| 2005 | 12 | 1.47% | 184,405,193.40 | 196.80 |
| 2006 | 1 | -0.02% | 184,374,508.79 | 198.30 |
| 2006 | 2 | 1.49% | 187,114,568.00 | 198.70 |
| 2006 | 3 | 0.80% | 188,608,362.45 | 199.80 |
| 2006 | 4 | -0.79% | 187,124,701.85 | 201.50 |
| 2006 | 5 | -2.71% | 182,061,494.80 | 202.50 |
| 2006 | 6 | 0.72% | 183,372,411.56 | 202.90 |
| 2006 | 7 | 2.29% | 187,574,865.75 | 203.50 |
| 2006 | 8 | 2.53% | 192,322,711.09 | 203.90 |
| 2006 | 9 | 3.62% | 199,276,933.20 | 202.90 |
| 2006 | 10 | 2.00% | 203,265,745.93 | 201.80 |
| 2006 | 11 | 2.15% | 207,632,432.75 | 201.50 |
| 2006 | 12 | 0.69% | 209,070,965.30 | 201.80 |
| 2007 | 1 | 1.60% | 212,407,838.34 | 202.42 |
| 2007 | 2 | -2.47% | 207,153,099.86 | 203.50 |
| 2007 | 3 | 4.18% | 215,812,637.82 | 205.35 |
| 2007 | 4 | 3.39% | 223,132,469.73 | 206.69 |
| 2007 | 5 | 0.34% | 223,902,056.95 | 207.95 |
| 2007 | 6 | 0.57% | 225,188,642.17 | 208.35 |
| 2007 | 7 | -4.20% | 215,728,224.53 | 208.30 |
| 2007 | 8 | 3.07% | 222,361,314.00 | 207.92 |
| 2007 | 9 | 2.99% | 229,013,548.06 | 208.49 |
| 2007 | 10 | -4.81% | 218,006,446.88 | 208.94 |
| 2007 | 11 | 1.24% | 220,705,848.15 | 210.18 |
| 2007 | 12 | -6.64% | 206,061,579.50 | 210.04 |
| 2008 | 1 | -1.56% | 202,838,847.10 | 211.08 |
| 2008 | 2 | -2.63% | 197,511,009.39 | 211.69 |
| 2008 | 3 | 4.24% | 205,892,986.65 | 213.53 |
| 2008 | 4 | 2.56% | 211,169,209.04 | 214.82 |
| 2008 | 5 | -4.25% | 202,201,735.27 | 216.63 |
| 2008 | 6 | -6.08% | 189,910,960.27 | 218.82 |
| 2008 | 7 | 2.11% | 193,919,097.43 | 219.96 |
| 2008 | 8 | -4.85% | 184,518,798.97 | 219.09 |
| 2008 | 9 | -20.19% | 147,257,838.36 | 218.78 |
| 2008 | 10 | -8.61% | 134,585,788.96 | 216.57 |
| 2008 | 11 | -0.35% | 134,113,100.44 | 212.43 |
| 2008 | 12 | -1.10% | 132,643,815.49 | 210.23 |
| 2009 | 1 | -6.70% | 123,753,355.17 | 211.14 |
| 2009 | 2 | -5.69% | 116,714,961.75 | 212.19 |
| 2009 | 3 | 12.32% | 131,096,287.69 | 212.71 |
| 2009 | 4 | 6.66% | 139,827,066.71 | 213.24 |
| 2009 | 5 | 2.87% | 143,838,510.94 | 213.86 |
| 2009 | 6 | 1.28% | 145,676,252.47 | 215.69 |
| 2009 | 7 | 8.12% | 157,506,249.41 | 215.35 |
| 2009 | 8 | 3.65% | 163,255,768.19 | 215.83 |
| 2009 | 9 | 2.40% | 167,178,980.93 | 215.97 |
| 2009 | 10 | 2.09% | 170,680,253.30 | 216.18 |
| 2009 | 11 | 2.23% | 174,479,352.70 | 216.33 |
| 2009 | 12 | 1.36% | 176,846,981.48 | 215.95 |
| 2010 | 1 | -2.90% | 171,721,118.89 | 216.69 |
| 2010 | 2 | 5.94% | 181,926,566.13 | 216.74 |
| 2010 | 3 | 4.09% | 189,363,597.19 | 217.63 |
| 2010 | 4 | -5.88% | 178,224,479.37 | 218.01 |
| 2010 | 5 | -3.54% | 171,908,980.71 | 218.18 |
| 2010 | 6 | -0.16% | 171,635,519.92 | 217.97 |
| 2010 | 7 | 0.86% | 173,117,784.14 | 218.01 |
| 2010 | 8 | 3.37% | 178,953,852.15 | 218.31 |
| 2010 | 9 | 4.58% | 187,145,351.17 | 218.44 |
| 2010 | 10 | 2.49% | 191,806,981.78 | 218.71 |
| 2010 | 11 | 3.71% | 198,930,186.96 | 218.80 |
| 2010 | 12 | 3.46% | 205,817,534.28 | 219.18 |
| 2011 | 1 | 3.15% | 212,302,564.75 | 220.22 |
| 2011 | 2 | -1.11% | 209,940,781.57 | 221.31 |
| 2011 | 3 | 2.22% | 214,603,530.46 | 223.47 |
| 2011 | 4 | 0.66% | 216,018,271.69 | 224.91 |
| 2011 | 5 | -3.66% | 208,106,386.09 | 225.96 |
| 2011 | 6 | 3.10% | 214,561,296.13 | 225.72 |
| 2011 | 7 | -10.40% | 192,245,533.23 | 225.92 |
| 2011 | 8 | -0.79% | 190,728,244.95 | 226.55 |
| 2011 | 9 | 3.02% | 196,486,151.32 | 226.89 |
| 2011 | 10 | 1.77% | 199,958,302.19 | 226.42 |
| 2011 | 11 | 1.55% | 203,067,155.99 | 226.23 |
| 2011 | 12 | 4.78% | 212,778,960.48 | 225.67 |
| 2012 | 1 | 4.16% | 221,636,115.89 | 226.67 |
| 2012 | 2 | 2.88% | 228,027,740.87 | 227.66 |
| 2012 | 3 | -0.04% | 227,940,610.70 | 229.39 |
| 2012 | 4 | -3.09% | 220,895,075.33 | 230.09 |
| 2012 | 5 | -1.15% | 218,349,455.95 | 229.82 |
| 2012 | 6 | 2.92% | 224,727,633.15 | 229.48 |
| 2012 | 7 | 3.39% | 232,340,732.95 | 229.10 |
| 2012 | 8 | 3.02% | 239,360,132.40 | 230.38 |
| 2012 | 9 | -0.22% | 238,840,398.33 | 231.41 |
| 2012 | 10 | -2.84% | 232,063,316.47 | 231.32 |
| 2012 | 11 | 2.18% | 237,111,935.55 | 230.22 |
| 2012 | 12 | 4.27% | 247,233,678.35 | 229.60 |
| 2013 | 1 | 2.33% | 253,001,694.10 | 230.28 |
| 2013 | 2 | 2.72% | 259,889,548.90 | 232.17 |
| 2013 | 3 | 1.45% | 263,667,800.84 | 232.77 |
| 2013 | 4 | 4.57% | 275,728,677.40 | 232.53 |
| 2013 | 5 | -1.12% | 272,646,651.06 | 232.95 |
| 2013 | 6 | 3.25% | 281,519,874.06 | 233.50 |
| 2013 | 7 | 0.25% | 282,230,791.35 | 233.60 |
| 2013 | 8 | 1.19% | 285,596,301.36 | 233.88 |
| 2013 | 9 | 2.12% | 291,643,945.56 | 234.15 |
| 2013 | 10 | 3.86% | 302,901,384.48 | 233.55 |
| 2013 | 11 | 1.52% | 307,510,518.73 | 233.07 |
| 2013 | 12 | 0.97% | 310,486,629.09 | 233.05 |
| 2014 | 1 | -0.13% | 310,082,885.01 | 233.92 |
| 2014 | 2 | 2.72% | 318,524,176.22 | 234.78 |
| 2014 | 3 | 0.20% | 319,166,715.85 | 236.29 |
| 2014 | 4 | 1.53% | 324,056,460.86 | 237.07 |
| 2014 | 5 | 3.20% | 334,414,335.32 | 237.90 |
| 2014 | 6 | 1.50% | 339,416,578.42 | 238.34 |
| 2014 | 7 | -0.43% | 337,967,436.55 | 238.25 |
| 2014 | 8 | 1.78% | 343,976,611.85 | 237.85 |
| 2014 | 9 | -2.65% | 334,872,982.96 | 238.03 |
| 2014 | 10 | 5.71% | 353,979,670.76 | 237.43 |
| 2014 | 11 | 0.63% | 356,223,504.36 | 236.15 |
| 2014 | 12 | -1.11% | 352,269,261.10 | 234.81 |
| 2015 | 1 | 2.83% | 362,229,315.40 | 233.71 |
| 2015 | 2 | 0.06% | 362,429,858.05 | 234.72 |
| 2015 | 3 | 0.88% | 365,613,476.97 | 236.12 |
| 2015 | 4 | 0.98% | 369,192,481.63 | 236.60 |
| 2015 | 5 | -0.44% | 367,584,648.15 | 237.81 |
| 2015 | 6 | -0.08% | 367,291,940.14 | 238.64 |
| 2015 | 7 | -2.42% | 358,387,323.53 | 238.65 |
| 2015 | 8 | -4.51% | 342,234,464.61 | 238.32 |
| 2015 | 9 | 4.32% | 357,009,134.84 | 237.95 |
| 2015 | 10 | 2.93% | 367,478,320.38 | 237.84 |
| 2015 | 11 | -1.10% | 363,425,145.33 | 237.34 |
| 2015 | 12 | -6.42% | 340,094,625.62 | 236.53 |
| 2016 | 1 | -0.55% | 338,224,414.40 | 236.92 |
| 2016 | 2 | 6.36% | 359,744,712.31 | 237.11 |
| 2016 | 3 | 2.83% | 369,930,021.36 | 238.13 |
| 2016 | 4 | -0.30% | 368,804,082.98 | 239.26 |
| 2016 | 5 | 1.07% | 372,737,342.48 | 240.23 |
| 2016 | 6 | 3.30% | 385,028,128.70 | 241.02 |
| 2016 | 7 | 1.20% | 389,645,605.42 | 240.63 |
| 2016 | 8 | -0.44% | 387,936,342.21 | 240.85 |
| 2016 | 9 | -0.51% | 385,973,458.28 | 241.43 |
| 2016 | 10 | 1.20% | 390,609,619.25 | 241.73 |
| 2016 | 11 | 3.95% | 406,022,933.52 | 241.35 |
| 2016 | 12 | 1.44% | 411,860,060.26 | 241.43 |
| 2017 | 1 | 2.58% | 422,471,409.41 | 242.84 |
| 2017 | 2 | 1.75% | 429,861,519.63 | 243.60 |
| 2017 | 3 | -0.15% | 429,199,515.24 | 243.80 |
| 2017 | 4 | 1.69% | 436,463,173.39 | 244.52 |
| 2017 | 5 | 1.78% | 444,216,627.15 | 244.73 |
| 2017 | 6 | 0.99% | 448,604,972.54 | 244.96 |
| 2017 | 7 | 0.25% | 449,716,639.26 | 244.79 |
| 2017 | 8 | 1.65% | 457,151,638.30 | 245.52 |
| 2017 | 9 | 2.73% | 469,653,817.34 | 246.82 |
| 2017 | 10 | 1.59% | 477,119,288.54 | 246.66 |
| 2017 | 11 | 2.88% | 490,876,957.83 | 246.67 |
| 2017 | 12 | 4.86% | 514,742,896.09 | 246.52 |
| 2018 | 1 | -2.89% | 499,883,882.80 | 247.87 |
| 2018 | 2 | 0.06% | 500,206,698.97 | 248.99 |
| 2018 | 3 | -1.66% | 491,883,400.05 | 249.55 |
| 2018 | 4 | 1.96% | 501,532,288.74 | 250.55 |
| 2018 | 5 | 2.11% | 512,129,514.32 | 251.59 |
| 2018 | 6 | 1.58% | 520,224,960.53 | 251.99 |
| 2018 | 7 | 2.45% | 532,974,659.48 | 252.01 |
| 2018 | 8 | 1.68% | 541,927,289.24 | 252.15 |
| 2018 | 9 | -3.85% | 521,068,582.90 | 252.44 |
| 2018 | 10 | -2.08% | 510,250,634.72 | 252.89 |
| 2018 | 11 | -5.56% | 481,867,881.10 | 252.04 |
| 2018 | 12 | 1.74% | 490,231,355.41 | 251.23 |
| 2019 | 1 | 5.83% | 518,806,463.39 | 251.71 |
| 2019 | 2 | 1.95% | 528,912,927.22 | 252.78 |
| 2019 | 3 | 3.72% | 548,605,517.07 | 254.20 |
| 2019 | 4 | -1.53% | 540,202,040.62 | 255.55 |
| 2019 | 5 | 1.40% | 547,790,524.34 | 256.09 |
| 2019 | 6 | 3.83% | 568,756,351.07 | 256.14 |
| 2019 | 7 | -3.13% | 550,929,172.25 | 256.57 |
| 2019 | 8 | 3.09% | 567,926,590.28 | 256.56 |
| 2019 | 9 | 0.01% | 567,982,262.71 | 256.76 |
| 2019 | 10 | 4.43% | 593,164,848.13 | 257.35 |
| 2019 | 11 | 2.47% | 607,811,985.60 | 257.21 |
| 2019 | 12 | 3.35% | 628,151,790.69 | 256.97 |
| 2020 | 1 | 0.12% | 628,918,618.40 | 257.97 |
| 2020 | 2 | -18.92% | 509,941,624.81 | 258.68 |
| 2020 | 3 | 4.32% | 531,964,036.96 | 258.12 |
| 2020 | 4 | 5.89% | 563,282,703.36 | 256.39 |
| 2020 | 5 | 6.51% | 599,942,673.03 | 256.39 |
| 2020 | 6 | 3.48% | 620,799,289.45 | 257.80 |
| 2020 | 7 | 5.89% | 657,386,125.72 | 259.10 |
| 2020 | 8 | -0.63% | 653,264,297.38 | 259.92 |
| 2020 | 9 | 1.73% | 664,539,648.08 | 260.28 |
| 2020 | 10 | 3.95% | 690,816,320.52 | 260.39 |
| 2020 | 11 | 4.26% | 720,245,651.58 | 260.23 |
| 2020 | 12 | 2.80% | 740,378,676.55 | 260.47 |
| 2021 | 1 | 2.49% | 758,825,422.71 | 261.58 |
| 2021 | 2 | 0.82% | 765,058,093.49 | 263.01 |
| 2021 | 3 | 6.02% | 811,125,960.34 | 264.88 |
| 2021 | 4 | 0.76% | 817,292,395.55 | 267.05 |
| 2021 | 5 | 1.81% | 832,088,843.38 | 269.20 |
| 2021 | 6 | 3.07% | 857,619,005.51 | 271.70 |
| 2021 | 7 | 2.19% | 876,359,368.89 | 273.00 |
| 2021 | 8 | -0.08% | 875,618,855.47 | 273.57 |
| 2021 | 9 | 0.45% | 879,578,194.39 | 274.31 |
| 2021 | 10 | 4.74% | 921,311,928.53 | 276.59 |
| 2021 | 11 | 0.27% | 923,757,123.87 | 277.95 |
| 2021 | 12 | -2.05% | 904,802,062.86 | 278.80 |
| 2022 | 1 | -2.90% | 878,539,550.90 | 281.15 |
| 2022 | 2 | -0.89% | 870,697,850.91 | 283.72 |
| 2022 | 3 | 0.12% | 871,727,902.40 | 287.50 |
| 2022 | 4 | -7.87% | 803,099,115.78 | 289.11 |
| 2022 | 5 | -3.37% | 776,039,615.69 | 292.30 |
| 2022 | 6 | 0.46% | 779,645,757.97 | 296.31 |
| 2022 | 7 | 6.45% | 829,912,590.69 | 296.28 |
| 2022 | 8 | -7.28% | 769,516,497.43 | 296.17 |
| 2022 | 9 | -3.09% | 745,729,394.77 | 296.81 |
| 2022 | 10 | 5.29% | 785,141,895.74 | 298.01 |
| 2022 | 11 | 0.01% | 785,226,985.15 | 297.71 |
| 2022 | 12 | 1.38% | 796,035,291.49 | 296.80 |
| 2023 | 1 | 3.15% | 821,086,296.36 | 299.17 |
| 2023 | 2 | -2.59% | 799,857,709.09 | 300.84 |
| 2023 | 3 | 4.00% | 831,821,793.10 | 301.84 |
| 2023 | 4 | 0.74% | 837,958,102.95 | 303.36 |
| 2023 | 5 | 4.94% | 879,371,556.91 | 304.13 |
| 2023 | 6 | 3.88% | 913,456,367.62 | 305.11 |
| 2023 | 7 | -1.00% | 904,343,391.34 | 305.69 |
| 2023 | 8 | -0.95% | 895,719,779.25 | 307.03 |
| 2023 | 9 | -3.04% | 868,513,969.89 | 307.79 |
| 2023 | 10 | 4.60% | 908,480,583.26 | 307.67 |
| 2023 | 11 | 5.18% | 955,496,697.06 | 307.05 |
| 2023 | 12 | 2.91% | 983,319,201.58 | 306.75 |
| 2024 | 1 | 4.20% | 1,024,611,444.83 | 308.42 |
| 2024 | 2 | 3.28% | 1,058,240,422.41 | 310.33 |
| 2024 | 3 | -1.01% | 1,047,561,420.14 | 312.33 |
| 2024 | 4 | 2.52% | 1,073,925,534.28 | 313.55 |
| 2024 | 5 | 5.34% | 1,131,312,034.49 | 314.07 |
Click to show 594 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 $5,000,000.00 up-front. Instead, the capital is invested over a period of time.
Consider a strategy in which $5,000,000.00 was invested in the S&P 500 over a period of no more than 24 months beginning in 1974. This would result in a final amount of $1,248,164,936.57, including dividend reinvestments. In this particular case, dollar-cost average returns are greater than the returns of a lump-sum investment (which ends with $1,131,312,034.49).
| Year | Month | Contribution ($) | Amount ($) |
|---|---|---|---|
| 1974 | 1 | 208333.33 | 202,567.37 |
| 1974 | 2 | 208333.33 | 429,062.55 |
| 1974 | 3 | 208333.33 | 606,081.91 |
| 1974 | 4 | 208333.33 | 791,730.13 |
| 1974 | 5 | 208333.33 | 1,003,962.31 |
| 1974 | 6 | 208333.33 | 1,074,061.58 |
| 1974 | 7 | 208333.33 | 1,233,343.06 |
| 1974 | 8 | 208333.33 | 1,296,499.90 |
| 1974 | 9 | 208333.33 | 1,539,687.16 |
| 1974 | 10 | 208333.33 | 1,812,558.18 |
| 1974 | 11 | 208333.33 | 1,896,911.88 |
| 1974 | 12 | 208333.33 | 2,286,054.36 |
| 1975 | 1 | 208333.33 | 2,763,102.46 |
| 1975 | 2 | 208333.33 | 3,118,434.05 |
| 1975 | 3 | 208333.33 | 3,375,476.89 |
| 1975 | 4 | 208333.33 | 3,823,623.51 |
| 1975 | 5 | 208333.33 | 4,147,954.51 |
| 1975 | 6 | 208333.33 | 4,374,409.87 |
| 1975 | 7 | 208333.33 | 4,261,426.55 |
| 1975 | 8 | 208333.33 | 4,430,895.57 |
| 1975 | 9 | 208333.33 | 4,869,096.37 |
| 1975 | 10 | 208333.33 | 5,180,370.30 |
| 1975 | 11 | 208333.33 | 5,324,425.18 |
| 1975 | 12 | 208333.41 | 6,060,155.81 |
| 1976 | 1 | - | 6,313,357.47 |
| 1976 | 2 | - | 6,364,016.36 |
| 1976 | 3 | - | 6,433,730.98 |
| 1976 | 4 | - | 6,409,072.18 |
| 1976 | 5 | - | 6,466,791.14 |
| 1976 | 6 | - | 6,639,154.21 |
| 1976 | 7 | - | 6,601,933.74 |
| 1976 | 8 | - | 6,762,881.17 |
| 1976 | 9 | - | 6,552,676.30 |
| 1976 | 10 | - | 6,528,651.26 |
| 1976 | 11 | - | 6,775,859.04 |
| 1976 | 12 | - | 6,739,455.79 |
| 1977 | 1 | - | 6,579,824.78 |
| 1977 | 2 | - | 6,576,259.78 |
| 1977 | 3 | - | 6,497,760.86 |
| 1977 | 4 | - | 6,501,952.04 |
| 1977 | 5 | - | 6,560,454.52 |
| 1977 | 6 | - | 6,644,588.32 |
| 1977 | 7 | - | 6,506,472.56 |
| 1977 | 8 | - | 6,429,999.77 |
| 1977 | 9 | - | 6,288,677.42 |
| 1977 | 10 | - | 6,350,378.27 |
| 1977 | 11 | - | 6,345,289.09 |
| 1977 | 12 | - | 6,130,161.11 |
| 1978 | 1 | - | 6,070,576.46 |
| 1978 | 2 | - | 6,086,703.88 |
| 1978 | 3 | - | 6,380,691.27 |
| 1978 | 4 | - | 6,731,904.99 |
| 1978 | 5 | - | 6,777,248.13 |
| 1978 | 6 | - | 6,773,026.52 |
| 1978 | 7 | - | 7,269,363.61 |
| 1978 | 8 | - | 7,298,418.50 |
| 1978 | 9 | - | 7,095,996.85 |
| 1978 | 10 | - | 6,710,141.27 |
| 1978 | 11 | - | 6,839,165.77 |
| 1978 | 12 | - | 7,125,405.96 |
| 1979 | 1 | - | 7,050,093.67 |
| 1979 | 2 | - | 7,215,147.72 |
| 1979 | 3 | - | 7,390,540.92 |
| 1979 | 4 | - | 7,250,636.21 |
| 1979 | 5 | - | 7,425,930.38 |
| 1979 | 6 | - | 7,531,441.38 |
| 1979 | 7 | - | 7,909,093.12 |
| 1979 | 8 | - | 8,030,928.81 |
| 1979 | 9 | - | 7,761,690.56 |
| 1979 | 10 | - | 7,736,664.19 |
| 1979 | 11 | - | 8,077,386.59 |
| 1979 | 12 | - | 8,344,946.90 |
| 1980 | 1 | - | 8,711,778.43 |
| 1980 | 2 | - | 7,947,073.68 |
| 1980 | 3 | - | 7,854,724.68 |
| 1980 | 4 | - | 8,250,299.49 |
| 1980 | 5 | - | 8,816,491.48 |
| 1980 | 6 | - | 9,254,623.41 |
| 1980 | 7 | - | 9,578,968.67 |
| 1980 | 8 | - | 9,850,609.80 |
| 1980 | 9 | - | 10,178,119.86 |
| 1980 | 10 | - | 10,647,809.09 |
| 1980 | 11 | - | 10,515,267.27 |
| 1980 | 12 | - | 10,516,317.49 |
| 1981 | 1 | - | 10,193,448.09 |
| 1981 | 2 | - | 10,615,793.45 |
| 1981 | 3 | - | 10,753,139.92 |
| 1981 | 4 | - | 10,579,232.62 |
| 1981 | 5 | - | 10,669,958.91 |
| 1981 | 6 | - | 10,454,825.77 |
| 1981 | 7 | - | 10,538,732.49 |
| 1981 | 8 | - | 9,663,734.91 |
| 1981 | 9 | - | 9,830,651.50 |
| 1981 | 10 | - | 10,129,870.04 |
| 1981 | 11 | - | 10,249,338.56 |
| 1981 | 12 | - | 9,756,948.08 |
| 1982 | 1 | - | 9,570,210.24 |
| 1982 | 2 | - | 9,307,551.85 |
| 1982 | 3 | - | 9,816,611.09 |
| 1982 | 4 | - | 9,872,531.17 |
| 1982 | 5 | - | 9,352,187.71 |
| 1982 | 6 | - | 9,374,992.73 |
| 1982 | 7 | - | 9,449,428.01 |
| 1982 | 8 | - | 10,592,466.18 |
| 1982 | 9 | - | 11,533,225.45 |
| 1982 | 10 | - | 12,052,210.96 |
| 1982 | 11 | - | 12,215,578.57 |
| 1982 | 12 | - | 12,695,132.04 |
| 1983 | 1 | - | 12,965,540.18 |
| 1983 | 2 | - | 13,466,738.02 |
| 1983 | 3 | - | 14,031,989.35 |
| 1983 | 4 | - | 14,652,766.22 |
| 1983 | 5 | - | 14,909,703.06 |
| 1983 | 6 | - | 15,015,283.59 |
| 1983 | 7 | - | 14,653,837.84 |
| 1983 | 8 | - | 15,139,441.72 |
| 1983 | 9 | - | 15,237,534.20 |
| 1983 | 10 | - | 15,063,609.45 |
| 1983 | 11 | - | 15,044,308.82 |
| 1983 | 12 | - | 15,281,397.00 |
| 1984 | 1 | - | 14,500,184.56 |
| 1984 | 2 | - | 14,564,327.67 |
| 1984 | 3 | - | 14,638,197.99 |
| 1984 | 4 | - | 14,601,225.78 |
| 1984 | 5 | - | 14,331,350.73 |
| 1984 | 6 | - | 14,201,157.91 |
| 1984 | 7 | - | 15,508,595.91 |
| 1984 | 8 | - | 15,726,796.94 |
| 1984 | 9 | - | 15,661,939.29 |
| 1984 | 10 | - | 15,863,336.49 |
| 1984 | 11 | - | 15,751,094.40 |
| 1984 | 12 | - | 16,491,012.84 |
| 1985 | 1 | - | 17,445,407.22 |
| 1985 | 2 | - | 17,361,962.67 |
| 1985 | 3 | - | 17,539,872.79 |
| 1985 | 4 | - | 18,019,699.59 |
| 1985 | 5 | - | 18,472,168.26 |
| 1985 | 6 | - | 18,887,278.65 |
| 1985 | 7 | - | 18,538,749.74 |
| 1985 | 8 | - | 18,189,295.37 |
| 1985 | 9 | - | 18,461,327.93 |
| 1985 | 10 | - | 19,646,640.36 |
| 1985 | 11 | - | 20,686,834.64 |
| 1985 | 12 | - | 20,842,343.49 |
| 1986 | 1 | - | 22,029,783.12 |
| 1986 | 2 | - | 23,391,834.20 |
| 1986 | 3 | - | 24,033,104.10 |
| 1986 | 4 | - | 24,151,306.16 |
| 1986 | 5 | - | 24,908,024.55 |
| 1986 | 6 | - | 24,458,705.32 |
| 1986 | 7 | - | 25,016,572.63 |
| 1986 | 8 | - | 24,402,106.64 |
| 1986 | 9 | - | 24,380,175.80 |
| 1986 | 10 | - | 25,241,515.14 |
| 1986 | 11 | - | 25,672,877.38 |
| 1986 | 12 | - | 27,386,123.70 |
| 1987 | 1 | - | 29,155,781.53 |
| 1987 | 2 | - | 30,431,757.83 |
| 1987 | 3 | - | 30,171,137.13 |
| 1987 | 4 | - | 30,223,282.20 |
| 1987 | 5 | - | 31,582,859.46 |
| 1987 | 6 | - | 32,568,906.93 |
| 1987 | 7 | - | 34,670,907.87 |
| 1987 | 8 | - | 33,620,231.75 |
| 1987 | 9 | - | 29,634,927.94 |
| 1987 | 10 | - | 25,988,820.00 |
| 1987 | 11 | - | 25,641,948.81 |
| 1987 | 12 | - | 26,730,844.99 |
| 1988 | 1 | - | 27,620,598.59 |
| 1988 | 2 | - | 28,513,312.62 |
| 1988 | 3 | - | 28,260,677.73 |
| 1988 | 4 | - | 27,642,258.65 |
| 1988 | 5 | - | 29,300,296.49 |
| 1988 | 6 | - | 29,210,367.93 |
| 1988 | 7 | - | 28,708,392.02 |
| 1988 | 8 | - | 29,261,651.20 |
| 1988 | 9 | - | 30,374,067.08 |
| 1988 | 10 | - | 29,760,435.74 |
| 1988 | 11 | - | 30,452,649.57 |
| 1988 | 12 | - | 31,522,347.07 |
| 1989 | 1 | - | 32,562,537.85 |
| 1989 | 2 | - | 32,509,897.58 |
| 1989 | 3 | - | 33,668,810.08 |
| 1989 | 4 | - | 35,054,383.34 |
| 1989 | 5 | - | 36,243,646.19 |
| 1989 | 6 | - | 37,258,531.74 |
| 1989 | 7 | - | 39,006,237.33 |
| 1989 | 8 | - | 39,183,925.22 |
| 1989 | 9 | - | 39,296,091.51 |
| 1989 | 10 | - | 38,583,436.99 |
| 1989 | 11 | - | 39,639,352.35 |
| 1989 | 12 | - | 38,762,836.75 |
| 1990 | 1 | - | 37,783,228.63 |
| 1990 | 2 | - | 38,806,083.72 |
| 1990 | 3 | - | 38,882,138.11 |
| 1990 | 4 | - | 40,379,460.11 |
| 1990 | 5 | - | 41,659,471.70 |
| 1990 | 6 | - | 41,730,177.63 |
| 1990 | 7 | - | 38,449,673.71 |
| 1990 | 8 | - | 36,780,550.02 |
| 1990 | 9 | - | 35,928,797.49 |
| 1990 | 10 | - | 37,000,846.22 |
| 1990 | 11 | - | 38,697,929.05 |
| 1990 | 12 | - | 38,432,782.03 |
| 1991 | 1 | - | 42,893,588.53 |
| 1991 | 2 | - | 44,199,535.45 |
| 1991 | 3 | - | 45,197,927.15 |
| 1991 | 4 | - | 45,117,077.68 |
| 1991 | 5 | - | 45,273,638.88 |
| 1991 | 6 | - | 45,626,993.23 |
| 1991 | 7 | - | 46,849,309.98 |
| 1991 | 8 | - | 46,707,309.29 |
| 1991 | 9 | - | 46,792,151.25 |
| 1991 | 10 | - | 46,799,542.15 |
| 1991 | 11 | - | 47,237,183.31 |
| 1991 | 12 | - | 50,712,907.52 |
| 1992 | 1 | - | 50,408,201.05 |
| 1992 | 2 | - | 49,897,879.51 |
| 1992 | 3 | - | 50,029,761.35 |
| 1992 | 4 | - | 51,064,552.15 |
| 1992 | 5 | - | 50,385,841.66 |
| 1992 | 6 | - | 51,349,286.13 |
| 1992 | 7 | - | 51,832,852.56 |
| 1992 | 8 | - | 52,028,877.84 |
| 1992 | 9 | - | 51,413,867.53 |
| 1992 | 10 | - | 52,831,298.00 |
| 1992 | 11 | - | 54,559,515.37 |
| 1992 | 12 | - | 54,637,477.22 |
| 1993 | 1 | - | 55,579,562.46 |
| 1993 | 2 | - | 56,774,607.99 |
| 1993 | 3 | - | 56,012,837.43 |
| 1993 | 4 | - | 56,418,776.07 |
| 1993 | 5 | - | 56,906,901.43 |
| 1993 | 6 | - | 56,941,616.77 |
| 1993 | 7 | - | 57,945,193.30 |
| 1993 | 8 | - | 58,730,334.31 |
| 1993 | 9 | - | 59,459,710.40 |
| 1993 | 10 | - | 59,464,196.47 |
| 1993 | 11 | - | 59,991,750.82 |
| 1993 | 12 | - | 61,033,135.69 |
| 1994 | 1 | - | 60,986,932.97 |
| 1994 | 2 | - | 60,118,589.95 |
| 1994 | 3 | - | 58,106,795.00 |
| 1994 | 4 | - | 58,721,705.42 |
| 1994 | 5 | - | 59,372,396.57 |
| 1994 | 6 | - | 59,064,327.94 |
| 1994 | 7 | - | 60,884,736.58 |
| 1994 | 8 | - | 61,382,448.06 |
| 1994 | 9 | - | 61,109,905.92 |
| 1994 | 10 | - | 60,883,870.24 |
| 1994 | 11 | - | 60,259,380.59 |
| 1994 | 12 | - | 61,736,443.00 |
| 1995 | 1 | - | 64,094,215.59 |
| 1995 | 2 | - | 65,733,854.65 |
| 1995 | 3 | - | 67,847,561.63 |
| 1995 | 4 | - | 70,118,935.23 |
| 1995 | 5 | - | 72,347,610.81 |
| 1995 | 6 | - | 74,914,127.83 |
| 1995 | 7 | - | 75,298,530.30 |
| 1995 | 8 | - | 78,097,876.94 |
| 1995 | 9 | - | 78,810,572.75 |
| 1995 | 10 | - | 80,669,229.77 |
| 1995 | 11 | - | 83,403,221.26 |
| 1995 | 12 | - | 83,538,818.05 |
| 1996 | 1 | - | 88,471,278.66 |
| 1996 | 2 | - | 88,293,719.31 |
| 1996 | 3 | - | 88,467,695.07 |
| 1996 | 4 | - | 90,550,955.02 |
| 1996 | 5 | - | 91,708,733.36 |
| 1996 | 6 | - | 88,520,420.14 |
| 1996 | 7 | - | 91,243,089.29 |
| 1996 | 8 | - | 93,089,600.22 |
| 1996 | 9 | - | 96,924,424.24 |
| 1996 | 10 | - | 101,821,125.49 |
| 1996 | 11 | - | 103,041,174.18 |
| 1996 | 12 | - | 106,397,781.73 |
| 1997 | 1 | - | 111,037,963.14 |
| 1997 | 2 | - | 110,345,435.60 |
| 1997 | 3 | - | 106,587,901.61 |
| 1997 | 4 | - | 116,412,994.06 |
| 1997 | 5 | - | 122,625,752.24 |
| 1997 | 6 | - | 129,659,472.88 |
| 1997 | 7 | - | 130,110,414.48 |
| 1997 | 8 | - | 131,661,341.03 |
| 1997 | 9 | - | 133,827,664.83 |
| 1997 | 10 | - | 132,285,912.19 |
| 1997 | 11 | - | 135,771,138.72 |
| 1997 | 12 | - | 136,093,036.20 |
| 1998 | 1 | - | 144,805,927.98 |
| 1998 | 2 | - | 152,499,282.17 |
| 1998 | 3 | - | 157,692,912.55 |
| 1998 | 4 | - | 157,343,058.88 |
| 1998 | 5 | - | 157,526,295.97 |
| 1998 | 6 | - | 164,564,045.24 |
| 1998 | 7 | - | 153,092,273.81 |
| 1998 | 8 | - | 145,593,125.09 |
| 1998 | 9 | - | 147,472,523.72 |
| 1998 | 10 | - | 163,656,725.13 |
| 1998 | 11 | - | 170,373,368.90 |
| 1998 | 12 | - | 178,973,283.41 |
| 1999 | 1 | - | 178,853,890.18 |
| 1999 | 2 | - | 184,082,701.25 |
| 1999 | 3 | - | 191,906,256.75 |
| 1999 | 4 | - | 191,716,592.43 |
| 1999 | 5 | - | 190,543,733.30 |
| 1999 | 6 | - | 199,160,858.91 |
| 1999 | 7 | - | 191,643,759.96 |
| 1999 | 8 | - | 190,497,698.38 |
| 1999 | 9 | - | 188,073,670.08 |
| 1999 | 10 | - | 201,438,090.30 |
| 1999 | 11 | - | 207,095,943.85 |
| 1999 | 12 | - | 206,849,639.20 |
| 2000 | 1 | - | 201,723,745.24 |
| 2000 | 2 | - | 209,673,584.43 |
| 2000 | 3 | - | 212,660,731.41 |
| 2000 | 4 | - | 206,623,731.33 |
| 2000 | 5 | - | 213,160,232.07 |
| 2000 | 6 | - | 214,972,824.04 |
| 2000 | 7 | - | 216,992,947.52 |
| 2000 | 8 | - | 214,650,181.86 |
| 2000 | 9 | - | 203,457,828.20 |
| 2000 | 10 | - | 201,885,986.11 |
| 2000 | 11 | - | 195,183,222.46 |
| 2000 | 12 | - | 196,071,321.06 |
| 2001 | 1 | - | 191,882,732.18 |
| 2001 | 2 | - | 174,459,966.23 |
| 2001 | 3 | - | 175,242,756.98 |
| 2001 | 4 | - | 187,298,289.76 |
| 2001 | 5 | - | 182,824,384.85 |
| 2001 | 6 | - | 177,960,840.89 |
| 2001 | 7 | - | 174,320,048.12 |
| 2001 | 8 | - | 154,713,706.20 |
| 2001 | 9 | - | 159,639,839.34 |
| 2001 | 10 | - | 167,706,673.81 |
| 2001 | 11 | - | 170,165,336.47 |
| 2001 | 12 | - | 169,658,772.58 |
| 2002 | 1 | - | 163,970,505.30 |
| 2002 | 2 | - | 172,079,290.67 |
| 2002 | 3 | - | 166,031,680.76 |
| 2002 | 4 | - | 161,348,970.74 |
| 2002 | 5 | - | 151,795,565.17 |
| 2002 | 6 | - | 135,464,640.54 |
| 2002 | 7 | - | 137,007,299.44 |
| 2002 | 8 | - | 130,488,861.82 |
| 2002 | 9 | - | 128,705,023.35 |
| 2002 | 10 | - | 137,232,473.46 |
| 2002 | 11 | - | 135,812,033.23 |
| 2002 | 12 | - | 135,509,827.62 |
| 2003 | 1 | - | 126,817,094.44 |
| 2003 | 2 | - | 128,475,732.89 |
| 2003 | 3 | - | 135,266,778.77 |
| 2003 | 4 | - | 142,452,436.41 |
| 2003 | 5 | - | 150,578,186.76 |
| 2003 | 6 | - | 151,475,483.40 |
| 2003 | 7 | - | 151,223,543.15 |
| 2003 | 8 | - | 156,003,992.90 |
| 2003 | 9 | - | 159,167,487.12 |
| 2003 | 10 | - | 161,094,346.78 |
| 2003 | 11 | - | 166,029,971.99 |
| 2003 | 12 | - | 174,223,486.99 |
| 2004 | 1 | - | 176,116,707.75 |
| 2004 | 2 | - | 173,360,134.80 |
| 2004 | 3 | - | 175,038,498.47 |
| 2004 | 4 | - | 170,550,067.84 |
| 2004 | 5 | - | 175,423,837.67 |
| 2004 | 6 | - | 171,496,484.54 |
| 2004 | 7 | - | 169,116,850.52 |
| 2004 | 8 | - | 173,822,737.42 |
| 2004 | 9 | - | 174,001,071.39 |
| 2004 | 10 | - | 182,307,701.72 |
| 2004 | 11 | - | 187,280,048.17 |
| 2004 | 12 | - | 184,753,225.36 |
| 2005 | 1 | - | 187,859,309.02 |
| 2005 | 2 | - | 187,379,163.05 |
| 2005 | 3 | - | 182,865,351.80 |
| 2005 | 4 | - | 185,308,196.24 |
| 2005 | 5 | - | 189,349,207.39 |
| 2005 | 6 | - | 192,772,245.22 |
| 2005 | 7 | - | 193,369,874.30 |
| 2005 | 8 | - | 193,910,711.44 |
| 2005 | 9 | - | 188,822,068.48 |
| 2005 | 10 | - | 196,302,334.65 |
| 2005 | 11 | - | 200,511,313.80 |
| 2005 | 12 | - | 203,452,354.00 |
| 2006 | 1 | - | 203,418,499.99 |
| 2006 | 2 | - | 206,441,579.14 |
| 2006 | 3 | - | 208,089,667.19 |
| 2006 | 4 | - | 206,452,759.70 |
| 2006 | 5 | - | 200,866,575.43 |
| 2006 | 6 | - | 202,312,896.41 |
| 2006 | 7 | - | 206,949,420.91 |
| 2006 | 8 | - | 212,187,669.86 |
| 2006 | 9 | - | 219,860,191.62 |
| 2006 | 10 | - | 224,261,007.70 |
| 2006 | 11 | - | 229,078,728.37 |
| 2006 | 12 | - | 230,665,846.54 |
| 2007 | 1 | - | 234,347,384.26 |
| 2007 | 2 | - | 228,549,885.32 |
| 2007 | 3 | - | 238,103,864.53 |
| 2007 | 4 | - | 246,179,759.81 |
| 2007 | 5 | - | 247,028,837.48 |
| 2007 | 6 | - | 248,448,313.73 |
| 2007 | 7 | - | 238,010,732.21 |
| 2007 | 8 | - | 245,328,951.63 |
| 2007 | 9 | - | 252,668,293.07 |
| 2007 | 10 | - | 240,524,271.51 |
| 2007 | 11 | - | 243,502,493.17 |
| 2007 | 12 | - | 227,345,622.13 |
| 2008 | 1 | - | 223,790,014.60 |
| 2008 | 2 | - | 217,911,866.04 |
| 2008 | 3 | - | 227,159,615.37 |
| 2008 | 4 | - | 232,980,817.29 |
| 2008 | 5 | - | 223,087,095.68 |
| 2008 | 6 | - | 209,526,809.98 |
| 2008 | 7 | - | 213,948,946.50 |
| 2008 | 8 | - | 203,577,693.86 |
| 2008 | 9 | - | 162,468,059.09 |
| 2008 | 10 | - | 148,487,117.27 |
| 2008 | 11 | - | 147,965,604.89 |
| 2008 | 12 | - | 146,344,557.91 |
| 2009 | 1 | - | 136,535,804.44 |
| 2009 | 2 | - | 128,770,417.34 |
| 2009 | 3 | - | 144,637,186.40 |
| 2009 | 4 | - | 154,269,765.13 |
| 2009 | 5 | - | 158,695,550.31 |
| 2009 | 6 | - | 160,723,111.64 |
| 2009 | 7 | - | 173,775,025.64 |
| 2009 | 8 | - | 180,118,410.60 |
| 2009 | 9 | - | 184,446,850.88 |
| 2009 | 10 | - | 188,309,768.69 |
| 2009 | 11 | - | 192,501,276.00 |
| 2009 | 12 | - | 195,113,456.50 |
| 2010 | 1 | - | 189,458,144.99 |
| 2010 | 2 | - | 200,717,710.02 |
| 2010 | 3 | - | 208,922,909.92 |
| 2010 | 4 | - | 196,633,235.75 |
| 2010 | 5 | - | 189,665,411.01 |
| 2010 | 6 | - | 189,363,704.53 |
| 2010 | 7 | - | 190,999,071.40 |
| 2010 | 8 | - | 197,437,945.24 |
| 2010 | 9 | - | 206,475,541.90 |
| 2010 | 10 | - | 211,618,671.01 |
| 2010 | 11 | - | 219,477,630.06 |
| 2010 | 12 | - | 227,076,369.54 |
| 2011 | 1 | - | 234,231,237.00 |
| 2011 | 2 | - | 231,625,505.89 |
| 2011 | 3 | - | 236,769,868.80 |
| 2011 | 4 | - | 238,330,738.26 |
| 2011 | 5 | - | 229,601,636.21 |
| 2011 | 6 | - | 236,723,272.10 |
| 2011 | 7 | - | 212,102,520.32 |
| 2011 | 8 | - | 210,428,511.77 |
| 2011 | 9 | - | 216,781,150.66 |
| 2011 | 10 | - | 220,611,939.03 |
| 2011 | 11 | - | 224,041,905.45 |
| 2011 | 12 | - | 234,756,839.50 |
| 2012 | 1 | - | 244,528,848.01 |
| 2012 | 2 | - | 251,580,662.14 |
| 2012 | 3 | - | 251,484,532.31 |
| 2012 | 4 | - | 243,711,265.57 |
| 2012 | 5 | - | 240,902,709.88 |
| 2012 | 6 | - | 247,939,687.22 |
| 2012 | 7 | - | 256,339,141.95 |
| 2012 | 8 | - | 264,083,573.20 |
| 2012 | 9 | - | 263,510,155.94 |
| 2012 | 10 | - | 256,033,071.20 |
| 2012 | 11 | - | 261,603,160.72 |
| 2012 | 12 | - | 272,770,375.50 |
| 2013 | 1 | - | 279,134,167.98 |
| 2013 | 2 | - | 286,733,467.36 |
| 2013 | 3 | - | 290,901,973.88 |
| 2013 | 4 | - | 304,208,614.99 |
| 2013 | 5 | - | 300,808,247.02 |
| 2013 | 6 | - | 310,597,982.73 |
| 2013 | 7 | - | 311,382,330.47 |
| 2013 | 8 | - | 315,095,463.06 |
| 2013 | 9 | - | 321,767,766.72 |
| 2013 | 10 | - | 334,187,983.35 |
| 2013 | 11 | - | 339,273,193.78 |
| 2013 | 12 | - | 342,556,705.74 |
| 2014 | 1 | - | 342,111,259.05 |
| 2014 | 2 | - | 351,424,448.85 |
| 2014 | 3 | - | 352,133,356.23 |
| 2014 | 4 | - | 357,528,161.63 |
| 2014 | 5 | - | 368,955,898.02 |
| 2014 | 6 | - | 374,474,821.41 |
| 2014 | 7 | - | 372,875,998.08 |
| 2014 | 8 | - | 379,505,859.41 |
| 2014 | 9 | - | 369,461,919.25 |
| 2014 | 10 | - | 390,542,131.47 |
| 2014 | 11 | - | 393,017,730.01 |
| 2014 | 12 | - | 388,655,054.07 |
| 2015 | 1 | - | 399,643,879.57 |
| 2015 | 2 | - | 399,865,136.22 |
| 2015 | 3 | - | 403,377,590.25 |
| 2015 | 4 | - | 407,326,269.29 |
| 2015 | 5 | - | 405,552,363.14 |
| 2015 | 6 | - | 405,229,421.40 |
| 2015 | 7 | - | 395,405,049.44 |
| 2015 | 8 | - | 377,583,766.27 |
| 2015 | 9 | - | 393,884,508.04 |
| 2015 | 10 | - | 405,435,052.81 |
| 2015 | 11 | - | 400,963,226.45 |
| 2015 | 12 | - | 375,222,903.91 |
| 2016 | 1 | - | 373,159,519.10 |
| 2016 | 2 | - | 396,902,642.54 |
| 2016 | 3 | - | 408,139,989.30 |
| 2016 | 4 | - | 406,897,753.05 |
| 2016 | 5 | - | 411,237,277.83 |
| 2016 | 6 | - | 424,797,575.90 |
| 2016 | 7 | - | 429,891,990.49 |
| 2016 | 8 | - | 428,006,177.96 |
| 2016 | 9 | - | 425,840,548.30 |
| 2016 | 10 | - | 430,955,577.03 |
| 2016 | 11 | - | 447,960,928.21 |
| 2016 | 12 | - | 454,400,970.13 |
| 2017 | 1 | - | 466,108,362.55 |
| 2017 | 2 | - | 474,261,795.18 |
| 2017 | 3 | - | 473,531,412.54 |
| 2017 | 4 | - | 481,545,331.89 |
| 2017 | 5 | - | 490,099,637.72 |
| 2017 | 6 | - | 494,941,254.07 |
| 2017 | 7 | - | 496,167,744.53 |
| 2017 | 8 | - | 504,370,702.54 |
| 2017 | 9 | - | 518,164,228.13 |
| 2017 | 10 | - | 526,400,805.75 |
| 2017 | 11 | - | 541,579,500.84 |
| 2017 | 12 | - | 567,910,545.15 |
| 2018 | 1 | - | 551,516,748.56 |
| 2018 | 2 | - | 551,872,908.31 |
| 2018 | 3 | - | 542,689,898.19 |
| 2018 | 4 | - | 553,335,417.88 |
| 2018 | 5 | - | 565,027,227.91 |
| 2018 | 6 | - | 573,958,850.49 |
| 2018 | 7 | - | 588,025,462.25 |
| 2018 | 8 | - | 597,902,806.63 |
| 2018 | 9 | - | 574,889,610.37 |
| 2018 | 10 | - | 562,954,279.37 |
| 2018 | 11 | - | 531,639,879.10 |
| 2018 | 12 | - | 540,867,214.32 |
| 2019 | 1 | - | 572,393,837.17 |
| 2019 | 2 | - | 583,544,194.82 |
| 2019 | 3 | - | 605,270,826.74 |
| 2019 | 4 | - | 595,999,357.56 |
| 2019 | 5 | - | 604,371,653.64 |
| 2019 | 6 | - | 627,503,034.71 |
| 2019 | 7 | - | 607,834,491.60 |
| 2019 | 8 | - | 626,587,568.16 |
| 2019 | 9 | - | 626,648,990.98 |
| 2019 | 10 | - | 654,432,678.58 |
| 2019 | 11 | - | 670,592,714.76 |
| 2019 | 12 | - | 693,033,412.60 |
| 2020 | 1 | - | 693,879,445.73 |
| 2020 | 2 | - | 562,613,351.91 |
| 2020 | 3 | - | 586,910,452.82 |
| 2020 | 4 | - | 621,464,015.48 |
| 2020 | 5 | - | 661,910,583.10 |
| 2020 | 6 | - | 684,921,473.57 |
| 2020 | 7 | - | 725,287,353.88 |
| 2020 | 8 | - | 720,739,783.05 |
| 2020 | 9 | - | 733,179,761.55 |
| 2020 | 10 | - | 762,170,544.10 |
| 2020 | 11 | - | 794,639,622.50 |
| 2020 | 12 | - | 816,852,181.96 |
| 2021 | 1 | - | 837,204,287.34 |
| 2021 | 2 | - | 844,080,728.93 |
| 2021 | 3 | - | 894,906,932.81 |
| 2021 | 4 | - | 901,710,297.37 |
| 2021 | 5 | - | 918,035,066.15 |
| 2021 | 6 | - | 946,202,231.54 |
| 2021 | 7 | - | 966,878,281.79 |
| 2021 | 8 | - | 966,061,280.95 |
| 2021 | 9 | - | 970,429,578.87 |
| 2021 | 10 | - | 1,016,473,978.68 |
| 2021 | 11 | - | 1,019,171,737.56 |
| 2021 | 12 | - | 998,258,813.62 |
| 2022 | 1 | - | 969,283,654.18 |
| 2022 | 2 | - | 960,631,987.21 |
| 2022 | 3 | - | 961,768,432.43 |
| 2022 | 4 | - | 886,050,997.73 |
| 2022 | 5 | - | 856,196,529.48 |
| 2022 | 6 | - | 860,175,149.18 |
| 2022 | 7 | - | 915,634,028.92 |
| 2022 | 8 | - | 848,999,640.16 |
| 2022 | 9 | - | 822,755,574.35 |
| 2022 | 10 | - | 866,238,981.47 |
| 2022 | 11 | - | 866,332,859.74 |
| 2022 | 12 | - | 878,257,553.01 |
| 2023 | 1 | - | 905,896,069.14 |
| 2023 | 2 | - | 882,474,787.05 |
| 2023 | 3 | - | 917,740,432.32 |
| 2023 | 4 | - | 924,510,559.88 |
| 2023 | 5 | - | 970,201,597.86 |
| 2023 | 6 | - | 1,007,807,019.10 |
| 2023 | 7 | - | 997,752,766.05 |
| 2023 | 8 | - | 988,238,423.50 |
| 2023 | 9 | - | 958,222,533.73 |
| 2023 | 10 | - | 1,002,317,287.36 |
| 2023 | 11 | - | 1,054,189,682.34 |
| 2023 | 12 | - | 1,084,885,965.54 |
| 2024 | 1 | - | 1,130,443,272.98 |
| 2024 | 2 | - | 1,167,545,778.21 |
| 2024 | 3 | - | 1,155,763,744.80 |
| 2024 | 4 | - | 1,184,851,000.87 |
| 2024 | 5 | - | 1,248,164,936.57 |
Click to show 594 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 | $96.11 |
| End Value Average monthly close | $5,509.01 |
| Change in price | +5,631.98% +8.43% / yr |
| Change incl. dividends | +22,526.24% +11.35% / yr |
| Change incl. dividends, inflation-adjusted | +3,443.48% +7.33% / yr |
| Final amount, nominal ($5000000 base) | $1,131,312,034.49 |
| Final amount, inflation-adjusted ($5000000 base) | $177,174,053.36 |