If you invested $2000 in the S&P 500 at the beginning of 1965, you would have about $852,731.88 at the end of 2025, assuming you reinvested all dividends. This is a return on investment of 42,536.59%, or 10.44% per year.
This lump-sum investment beats inflation during this period for an inflation-adjusted return of about 4,083.30% cumulatively, or 6.31% per year.
If you used dollar-cost averaging (monthly) instead of a lump-sum investment, you'd have $822,606.39.
The graph below shows the performance of $2000 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 $2000 is $850,731.88, or 42,536.59%. This means by 2025 you would have $852,731.88 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 1965 was 31.500 and the CPI in 2025 was 321.051.
The ratio between these CPIs describes how relative buying power of a dollar has changed over 60 years.
Adjusted for inflation, the $852,731.88 nominal end value of the original $2000 investment would have a real return of roughly $81,665.94 in 1965 dollars. This means the inflation-adjusted return is 4,083.30% as opposed to the original 42,536.59%.
For more information on inflation, see our U.S. inflation calculator for 1965.
The table below shows the full dataset pertaining to a $2000 investment, including gains and losses over the 732-month period between 1965 and 2025.
Note that data shown is the monthly average closing price. Returns include dividends.
| Year | Month | Return (%) | Amount ($) | CPI |
|---|---|---|---|---|
| 1965 | 1 | 0.98% | 2,019.50 | 31.20 |
| 1965 | 2 | 0.34% | 2,026.28 | 31.20 |
| 1965 | 3 | 1.56% | 2,057.84 | 31.30 |
| 1965 | 4 | 1.73% | 2,093.49 | 31.40 |
| 1965 | 5 | -4.51% | 1,999.13 | 31.40 |
| 1965 | 6 | 0.10% | 2,001.19 | 31.60 |
| 1965 | 7 | 2.12% | 2,043.59 | 31.60 |
| 1965 | 8 | 3.60% | 2,117.08 | 31.60 |
| 1965 | 9 | 2.50% | 2,169.94 | 31.60 |
| 1965 | 10 | 1.08% | 2,193.28 | 31.70 |
| 1965 | 11 | -0.21% | 2,188.64 | 31.70 |
| 1965 | 12 | 1.98% | 2,231.99 | 31.80 |
| 1966 | 1 | -0.43% | 2,222.38 | 31.80 |
| 1966 | 2 | -3.86% | 2,136.55 | 32.00 |
| 1966 | 3 | 3.32% | 2,207.50 | 32.10 |
| 1966 | 4 | -5.01% | 2,096.96 | 32.30 |
| 1966 | 5 | -0.56% | 2,085.22 | 32.30 |
| 1966 | 6 | 0.02% | 2,085.61 | 32.40 |
| 1966 | 7 | -5.77% | 1,965.28 | 32.50 |
| 1966 | 8 | -3.22% | 1,901.90 | 32.70 |
| 1966 | 9 | -0.56% | 1,891.17 | 32.70 |
| 1966 | 10 | 5.32% | 1,991.70 | 32.90 |
| 1966 | 11 | 0.72% | 2,005.96 | 32.90 |
| 1966 | 12 | 4.13% | 2,088.81 | 32.90 |
| 1967 | 1 | 3.73% | 2,166.72 | 32.90 |
| 1967 | 2 | 2.63% | 2,223.79 | 32.90 |
| 1967 | 3 | 1.99% | 2,268.10 | 33.00 |
| 1967 | 4 | 2.06% | 2,314.77 | 33.10 |
| 1967 | 5 | -0.99% | 2,291.81 | 33.20 |
| 1967 | 6 | 1.99% | 2,337.47 | 33.30 |
| 1967 | 7 | 1.85% | 2,380.76 | 33.40 |
| 1967 | 8 | 1.65% | 2,420.13 | 33.50 |
| 1967 | 9 | 0.10% | 2,422.49 | 33.60 |
| 1967 | 10 | -2.88% | 2,352.68 | 33.70 |
| 1967 | 11 | 3.11% | 2,425.89 | 33.80 |
| 1967 | 12 | -0.02% | 2,425.46 | 33.90 |
| 1968 | 1 | -4.26% | 2,322.21 | 34.10 |
| 1968 | 2 | -1.56% | 2,286.00 | 34.20 |
| 1968 | 3 | 7.66% | 2,461.15 | 34.30 |
| 1968 | 4 | 2.56% | 2,524.10 | 34.40 |
| 1968 | 5 | 2.94% | 2,598.33 | 34.50 |
| 1968 | 6 | 0.05% | 2,599.60 | 34.70 |
| 1968 | 7 | -1.93% | 2,549.32 | 34.90 |
| 1968 | 8 | 3.51% | 2,638.74 | 35.00 |
| 1968 | 9 | 2.72% | 2,710.44 | 35.10 |
| 1968 | 10 | 1.79% | 2,758.85 | 35.30 |
| 1968 | 11 | 1.29% | 2,794.31 | 35.40 |
| 1968 | 12 | -3.99% | 2,682.95 | 35.50 |
| 1969 | 1 | -0.24% | 2,676.55 | 35.60 |
| 1969 | 2 | -1.91% | 2,625.32 | 35.80 |
| 1969 | 3 | 2.27% | 2,685.03 | 36.10 |
| 1969 | 4 | 3.51% | 2,779.37 | 36.30 |
| 1969 | 5 | -4.97% | 2,641.20 | 36.40 |
| 1969 | 6 | -4.21% | 2,530.13 | 36.60 |
| 1969 | 7 | -0.28% | 2,522.95 | 36.80 |
| 1969 | 8 | 0.63% | 2,538.81 | 37.00 |
| 1969 | 9 | 1.35% | 2,572.99 | 37.10 |
| 1969 | 10 | 1.00% | 2,598.66 | 37.30 |
| 1969 | 11 | -5.03% | 2,468.01 | 37.50 |
| 1969 | 12 | -0.59% | 2,453.47 | 37.70 |
| 1970 | 1 | -3.20% | 2,375.06 | 37.80 |
| 1970 | 2 | 2.01% | 2,422.85 | - |
| 1970 | 3 | -2.75% | 2,356.28 | - |
| 1970 | 4 | -11.20% | 2,092.40 | - |
| 1970 | 5 | -0.27% | 2,086.75 | - |
| 1970 | 6 | 0.52% | 2,097.65 | - |
| 1970 | 7 | 3.26% | 2,165.95 | - |
| 1970 | 8 | 6.32% | 2,302.87 | - |
| 1970 | 9 | 2.49% | 2,360.20 | - |
| 1970 | 10 | 0.21% | 2,365.08 | - |
| 1970 | 11 | 7.16% | 2,534.38 | - |
| 1970 | 12 | 4.11% | 2,638.56 | - |
| 1971 | 1 | 4.15% | 2,748.08 | - |
| 1971 | 2 | 2.83% | 2,825.90 | - |
| 1971 | 3 | 3.67% | 2,929.72 | - |
| 1971 | 4 | -1.11% | 2,897.27 | - |
| 1971 | 5 | -1.60% | 2,851.03 | - |
| 1971 | 6 | -0.46% | 2,837.83 | - |
| 1971 | 7 | -1.52% | 2,794.78 | - |
| 1971 | 8 | 2.49% | 2,864.27 | - |
| 1971 | 9 | -1.86% | 2,810.89 | - |
| 1971 | 10 | -4.37% | 2,688.01 | - |
| 1971 | 11 | 7.16% | 2,880.57 | - |
| 1971 | 12 | 4.42% | 3,007.96 | - |
| 1972 | 1 | 2.09% | 3,070.74 | - |
| 1972 | 2 | 2.62% | 3,151.18 | - |
| 1972 | 3 | 1.26% | 3,190.85 | - |
| 1972 | 4 | -0.78% | 3,166.09 | - |
| 1972 | 5 | 0.52% | 3,182.43 | - |
| 1972 | 6 | -0.50% | 3,166.40 | - |
| 1972 | 7 | 3.78% | 3,286.20 | - |
| 1972 | 8 | -1.21% | 3,246.42 | - |
| 1972 | 9 | 0.42% | 3,259.97 | - |
| 1972 | 10 | 5.25% | 3,431.26 | - |
| 1972 | 11 | 2.31% | 3,510.57 | - |
| 1972 | 12 | 0.99% | 3,545.31 | - |
| 1973 | 1 | -3.33% | 3,427.42 | - |
| 1973 | 2 | -1.35% | 3,381.31 | - |
| 1973 | 3 | -1.63% | 3,326.08 | - |
| 1973 | 4 | -2.57% | 3,240.61 | - |
| 1973 | 5 | -1.99% | 3,176.13 | - |
| 1973 | 6 | 1.21% | 3,214.57 | - |
| 1973 | 7 | -1.64% | 3,162.00 | - |
| 1973 | 8 | 2.00% | 3,225.09 | - |
| 1973 | 9 | 4.24% | 3,361.68 | - |
| 1973 | 10 | -6.85% | 3,131.31 | - |
| 1973 | 11 | -6.81% | 2,918.21 | - |
| 1973 | 12 | 1.70% | 2,967.84 | - |
| 1974 | 1 | -2.47% | 2,894.45 | - |
| 1974 | 2 | 4.57% | 3,026.86 | - |
| 1974 | 3 | -4.82% | 2,881.06 | - |
| 1974 | 4 | -2.71% | 2,803.11 | - |
| 1974 | 5 | 0.46% | 2,815.93 | - |
| 1974 | 6 | -11.35% | 2,496.41 | - |
| 1974 | 7 | -3.76% | 2,402.43 | - |
| 1974 | 8 | -10.01% | 2,161.86 | - |
| 1974 | 9 | 2.38% | 2,213.24 | - |
| 1974 | 10 | 3.74% | 2,296.09 | - |
| 1974 | 11 | -6.09% | 2,156.22 | - |
| 1974 | 12 | 8.63% | 2,342.36 | - |
| 1975 | 1 | 10.81% | 2,595.51 | - |
| 1975 | 2 | 4.97% | 2,724.60 | - |
| 1975 | 3 | 1.49% | 2,765.12 | - |
| 1975 | 4 | 6.71% | 2,950.73 | - |
| 1975 | 5 | 2.89% | 3,036.15 | - |
| 1975 | 6 | 0.43% | 3,049.26 | - |
| 1975 | 7 | -7.00% | 2,835.93 | - |
| 1975 | 8 | -0.85% | 2,811.75 | - |
| 1975 | 9 | 4.97% | 2,951.53 | - |
| 1975 | 10 | 2.04% | 3,011.79 | - |
| 1975 | 11 | -1.18% | 2,976.26 | - |
| 1975 | 12 | 9.55% | 3,260.35 | - |
| 1976 | 1 | 4.18% | 3,396.57 | - |
| 1976 | 2 | 0.80% | 3,423.83 | - |
| 1976 | 3 | 1.10% | 3,461.33 | - |
| 1976 | 4 | -0.38% | 3,448.07 | - |
| 1976 | 5 | 0.90% | 3,479.12 | - |
| 1976 | 6 | 2.67% | 3,571.85 | - |
| 1976 | 7 | -0.56% | 3,551.83 | - |
| 1976 | 8 | 2.44% | 3,638.42 | - |
| 1976 | 9 | -3.11% | 3,525.33 | - |
| 1976 | 10 | -0.37% | 3,512.40 | - |
| 1976 | 11 | 3.79% | 3,645.40 | - |
| 1976 | 12 | -0.54% | 3,625.81 | - |
| 1977 | 1 | -2.37% | 3,539.93 | - |
| 1977 | 2 | -0.05% | 3,538.01 | - |
| 1977 | 3 | -1.19% | 3,495.78 | - |
| 1977 | 4 | 0.06% | 3,498.04 | - |
| 1977 | 5 | 0.90% | 3,529.51 | - |
| 1977 | 6 | 1.28% | 3,574.77 | - |
| 1977 | 7 | -2.08% | 3,500.47 | - |
| 1977 | 8 | -1.18% | 3,459.33 | - |
| 1977 | 9 | -2.20% | 3,383.29 | - |
| 1977 | 10 | 0.98% | 3,416.49 | - |
| 1977 | 11 | -0.08% | 3,413.75 | - |
| 1977 | 12 | -3.39% | 3,298.01 | - |
| 1978 | 1 | -0.97% | 3,265.96 | - |
| 1978 | 2 | 0.27% | 3,274.63 | - |
| 1978 | 3 | 4.83% | 3,432.80 | - |
| 1978 | 4 | 5.50% | 3,621.75 | - |
| 1978 | 5 | 0.67% | 3,646.14 | - |
| 1978 | 6 | -0.06% | 3,643.87 | - |
| 1978 | 7 | 7.33% | 3,910.90 | - |
| 1978 | 8 | 0.40% | 3,926.53 | - |
| 1978 | 9 | -2.77% | 3,817.63 | - |
| 1978 | 10 | -5.44% | 3,610.04 | - |
| 1978 | 11 | 1.92% | 3,679.46 | - |
| 1978 | 12 | 4.19% | 3,833.45 | - |
| 1979 | 1 | -1.06% | 3,792.93 | - |
| 1979 | 2 | 2.34% | 3,881.73 | - |
| 1979 | 3 | 2.43% | 3,976.09 | - |
| 1979 | 4 | -1.89% | 3,900.83 | - |
| 1979 | 5 | 2.42% | 3,995.13 | - |
| 1979 | 6 | 1.42% | 4,051.90 | - |
| 1979 | 7 | 5.01% | 4,255.07 | - |
| 1979 | 8 | 1.54% | 4,320.62 | - |
| 1979 | 9 | -3.35% | 4,175.77 | - |
| 1979 | 10 | -0.32% | 4,162.31 | - |
| 1979 | 11 | 4.40% | 4,345.62 | - |
| 1979 | 12 | 3.31% | 4,489.56 | - |
| 1980 | 1 | 4.40% | 4,686.92 | - |
| 1980 | 2 | -8.78% | 4,275.51 | - |
| 1980 | 3 | -1.16% | 4,225.82 | - |
| 1980 | 4 | 5.04% | 4,438.64 | - |
| 1980 | 5 | 6.86% | 4,743.25 | - |
| 1980 | 6 | 4.97% | 4,978.97 | - |
| 1980 | 7 | 3.50% | 5,153.46 | - |
| 1980 | 8 | 2.84% | 5,299.61 | - |
| 1980 | 9 | 3.32% | 5,475.81 | - |
| 1980 | 10 | 4.61% | 5,728.50 | - |
| 1980 | 11 | -1.24% | 5,657.19 | - |
| 1980 | 12 | 0.01% | 5,657.76 | - |
| 1981 | 1 | -3.07% | 5,484.05 | - |
| 1981 | 2 | 4.14% | 5,711.27 | - |
| 1981 | 3 | 1.29% | 5,785.17 | - |
| 1981 | 4 | -1.62% | 5,691.60 | - |
| 1981 | 5 | 0.86% | 5,740.41 | - |
| 1981 | 6 | -2.02% | 5,624.67 | - |
| 1981 | 7 | 0.80% | 5,669.81 | - |
| 1981 | 8 | -8.30% | 5,199.07 | - |
| 1981 | 9 | 1.73% | 5,288.87 | - |
| 1981 | 10 | 3.04% | 5,449.85 | - |
| 1981 | 11 | 1.18% | 5,514.12 | - |
| 1981 | 12 | -4.80% | 5,249.22 | - |
| 1982 | 1 | -1.91% | 5,148.75 | - |
| 1982 | 2 | -2.74% | 5,007.44 | - |
| 1982 | 3 | 5.47% | 5,281.32 | - |
| 1982 | 4 | 0.57% | 5,311.40 | - |
| 1982 | 5 | -5.27% | 5,031.46 | - |
| 1982 | 6 | 0.24% | 5,043.73 | - |
| 1982 | 7 | 0.79% | 5,083.77 | - |
| 1982 | 8 | 12.10% | 5,698.72 | - |
| 1982 | 9 | 8.88% | 6,204.85 | - |
| 1982 | 10 | 4.50% | 6,484.06 | - |
| 1982 | 11 | 1.36% | 6,571.95 | - |
| 1982 | 12 | 3.93% | 6,829.95 | - |
| 1983 | 1 | 2.13% | 6,975.43 | - |
| 1983 | 2 | 3.87% | 7,245.08 | - |
| 1983 | 3 | 4.20% | 7,549.18 | - |
| 1983 | 4 | 4.42% | 7,883.16 | - |
| 1983 | 5 | 1.75% | 8,021.39 | - |
| 1983 | 6 | 0.71% | 8,078.19 | - |
| 1983 | 7 | -2.41% | 7,883.73 | - |
| 1983 | 8 | 3.31% | 8,144.99 | - |
| 1983 | 9 | 0.65% | 8,197.76 | - |
| 1983 | 10 | -1.14% | 8,104.19 | - |
| 1983 | 11 | -0.13% | 8,093.80 | - |
| 1983 | 12 | 1.58% | 8,221.36 | - |
| 1984 | 1 | -5.11% | 7,801.07 | - |
| 1984 | 2 | 0.44% | 7,835.58 | - |
| 1984 | 3 | 0.51% | 7,875.32 | - |
| 1984 | 4 | -0.25% | 7,855.43 | - |
| 1984 | 5 | -1.85% | 7,710.23 | - |
| 1984 | 6 | -0.91% | 7,640.19 | - |
| 1984 | 7 | 9.21% | 8,343.59 | - |
| 1984 | 8 | 1.41% | 8,460.98 | - |
| 1984 | 9 | -0.41% | 8,426.09 | - |
| 1984 | 10 | 1.29% | 8,534.44 | - |
| 1984 | 11 | -0.71% | 8,474.05 | - |
| 1984 | 12 | 4.70% | 8,872.13 | - |
| 1985 | 1 | 5.79% | 9,385.59 | - |
| 1985 | 2 | -0.48% | 9,340.70 | - |
| 1985 | 3 | 1.02% | 9,436.41 | - |
| 1985 | 4 | 2.74% | 9,694.56 | - |
| 1985 | 5 | 2.51% | 9,937.99 | - |
| 1985 | 6 | 2.25% | 10,161.31 | - |
| 1985 | 7 | -1.85% | 9,973.81 | - |
| 1985 | 8 | -1.88% | 9,785.80 | - |
| 1985 | 9 | 1.50% | 9,932.15 | - |
| 1985 | 10 | 6.42% | 10,569.85 | - |
| 1985 | 11 | 5.29% | 11,129.47 | - |
| 1985 | 12 | 0.75% | 11,213.13 | - |
| 1986 | 1 | 5.70% | 11,851.97 | - |
| 1986 | 2 | 6.18% | 12,584.75 | - |
| 1986 | 3 | 2.74% | 12,929.76 | - |
| 1986 | 4 | 0.49% | 12,993.35 | - |
| 1986 | 5 | 3.13% | 13,400.46 | - |
| 1986 | 6 | -1.80% | 13,158.73 | - |
| 1986 | 7 | 2.28% | 13,458.86 | - |
| 1986 | 8 | -2.46% | 13,128.28 | - |
| 1986 | 9 | -0.09% | 13,116.48 | - |
| 1986 | 10 | 3.53% | 13,579.88 | - |
| 1986 | 11 | 1.71% | 13,811.95 | - |
| 1986 | 12 | 6.67% | 14,733.67 | - |
| 1987 | 1 | 6.46% | 15,685.75 | - |
| 1987 | 2 | 4.38% | 16,372.22 | - |
| 1987 | 3 | -0.86% | 16,232.00 | - |
| 1987 | 4 | 0.17% | 16,260.06 | - |
| 1987 | 5 | 4.50% | 16,991.51 | - |
| 1987 | 6 | 3.12% | 17,522.00 | - |
| 1987 | 7 | 6.45% | 18,652.87 | - |
| 1987 | 8 | -3.03% | 18,087.61 | - |
| 1987 | 9 | -11.85% | 15,943.53 | - |
| 1987 | 10 | -12.30% | 13,981.93 | - |
| 1987 | 11 | -1.33% | 13,795.31 | - |
| 1987 | 12 | 4.25% | 14,381.14 | - |
| 1988 | 1 | 3.33% | 14,859.82 | - |
| 1988 | 2 | 3.23% | 15,340.10 | - |
| 1988 | 3 | -0.89% | 15,204.18 | - |
| 1988 | 4 | -2.19% | 14,871.47 | - |
| 1988 | 5 | 6.00% | 15,763.49 | - |
| 1988 | 6 | -0.31% | 15,715.11 | - |
| 1988 | 7 | -1.72% | 15,445.05 | - |
| 1988 | 8 | 1.93% | 15,742.70 | - |
| 1988 | 9 | 3.80% | 16,341.18 | - |
| 1988 | 10 | -2.02% | 16,011.05 | - |
| 1988 | 11 | 2.33% | 16,383.46 | - |
| 1988 | 12 | 3.51% | 16,958.95 | - |
| 1989 | 1 | 3.30% | 17,518.57 | - |
| 1989 | 2 | -0.16% | 17,490.25 | - |
| 1989 | 3 | 3.56% | 18,113.75 | - |
| 1989 | 4 | 4.12% | 18,859.18 | - |
| 1989 | 5 | 3.39% | 19,499.00 | - |
| 1989 | 6 | 2.80% | 20,045.01 | - |
| 1989 | 7 | 4.69% | 20,985.27 | - |
| 1989 | 8 | 0.46% | 21,080.86 | - |
| 1989 | 9 | 0.29% | 21,141.21 | - |
| 1989 | 10 | -1.81% | 20,757.80 | - |
| 1989 | 11 | 2.74% | 21,325.88 | - |
| 1989 | 12 | -2.21% | 20,854.32 | - |
| 1990 | 1 | -2.53% | 20,327.29 | - |
| 1990 | 2 | 2.71% | 20,877.59 | - |
| 1990 | 3 | 0.20% | 20,918.50 | - |
| 1990 | 4 | 3.85% | 21,724.06 | - |
| 1990 | 5 | 3.17% | 22,412.70 | - |
| 1990 | 6 | 0.17% | 22,450.74 | - |
| 1990 | 7 | -7.86% | 20,685.84 | - |
| 1990 | 8 | -4.34% | 19,787.85 | - |
| 1990 | 9 | -2.32% | 19,329.61 | - |
| 1990 | 10 | 2.98% | 19,906.37 | - |
| 1990 | 11 | 4.59% | 20,819.40 | - |
| 1990 | 12 | -0.69% | 20,676.75 | - |
| 1991 | 1 | 11.61% | 23,076.66 | - |
| 1991 | 2 | 3.04% | 23,779.25 | - |
| 1991 | 3 | 2.26% | 24,316.38 | - |
| 1991 | 4 | -0.18% | 24,272.89 | - |
| 1991 | 5 | 0.35% | 24,357.12 | - |
| 1991 | 6 | 0.78% | 24,547.22 | - |
| 1991 | 7 | 2.68% | 25,204.82 | - |
| 1991 | 8 | -0.30% | 25,128.43 | - |
| 1991 | 9 | 0.18% | 25,174.07 | - |
| 1991 | 10 | 0.02% | 25,178.05 | - |
| 1991 | 11 | 0.94% | 25,413.50 | - |
| 1991 | 12 | 7.36% | 27,283.43 | - |
| 1992 | 1 | -0.60% | 27,119.50 | - |
| 1992 | 2 | -1.01% | 26,844.95 | - |
| 1992 | 3 | 0.26% | 26,915.90 | - |
| 1992 | 4 | 2.07% | 27,472.62 | - |
| 1992 | 5 | -1.33% | 27,107.47 | - |
| 1992 | 6 | 1.91% | 27,625.80 | - |
| 1992 | 7 | 0.94% | 27,885.96 | - |
| 1992 | 8 | 0.38% | 27,991.42 | - |
| 1992 | 9 | -1.18% | 27,660.55 | - |
| 1992 | 10 | 2.76% | 28,423.12 | - |
| 1992 | 11 | 3.27% | 29,352.90 | - |
| 1992 | 12 | 0.14% | 29,394.84 | - |
| 1993 | 1 | 1.72% | 29,901.68 | - |
| 1993 | 2 | 2.15% | 30,544.61 | - |
| 1993 | 3 | -1.34% | 30,134.78 | - |
| 1993 | 4 | 0.72% | 30,353.18 | - |
| 1993 | 5 | 0.87% | 30,615.79 | - |
| 1993 | 6 | 0.06% | 30,634.46 | - |
| 1993 | 7 | 1.76% | 31,174.39 | - |
| 1993 | 8 | 1.35% | 31,596.79 | - |
| 1993 | 9 | 1.24% | 31,989.19 | - |
| 1993 | 10 | 0.01% | 31,991.61 | - |
| 1993 | 11 | 0.89% | 32,275.43 | - |
| 1993 | 12 | 1.74% | 32,835.69 | - |
| 1994 | 1 | -0.08% | 32,810.83 | - |
| 1994 | 2 | -1.42% | 32,343.67 | - |
| 1994 | 3 | -3.35% | 31,261.33 | - |
| 1994 | 4 | 1.06% | 31,592.15 | - |
| 1994 | 5 | 1.11% | 31,942.22 | - |
| 1994 | 6 | -0.52% | 31,776.48 | - |
| 1994 | 7 | 3.08% | 32,755.85 | - |
| 1994 | 8 | 0.82% | 33,023.62 | - |
| 1994 | 9 | -0.44% | 32,876.99 | - |
| 1994 | 10 | -0.37% | 32,755.39 | - |
| 1994 | 11 | -1.03% | 32,419.41 | - |
| 1994 | 12 | 2.45% | 33,214.07 | - |
| 1995 | 1 | 3.82% | 34,482.55 | - |
| 1995 | 2 | 2.56% | 35,364.67 | - |
| 1995 | 3 | 3.22% | 36,501.84 | - |
| 1995 | 4 | 3.35% | 37,723.83 | - |
| 1995 | 5 | 3.18% | 38,922.85 | - |
| 1995 | 6 | 3.55% | 40,303.63 | - |
| 1995 | 7 | 0.51% | 40,510.44 | - |
| 1995 | 8 | 3.72% | 42,016.48 | - |
| 1995 | 9 | 0.91% | 42,399.91 | - |
| 1995 | 10 | 2.36% | 43,399.87 | - |
| 1995 | 11 | 3.39% | 44,870.75 | - |
| 1995 | 12 | 0.16% | 44,943.70 | - |
| 1996 | 1 | 5.90% | 47,597.35 | - |
| 1996 | 2 | -0.20% | 47,501.83 | - |
| 1996 | 3 | 0.20% | 47,595.42 | - |
| 1996 | 4 | 2.35% | 48,716.21 | - |
| 1996 | 5 | 1.28% | 49,339.10 | - |
| 1996 | 6 | -3.48% | 47,623.79 | - |
| 1996 | 7 | 3.08% | 49,088.58 | - |
| 1996 | 8 | 2.02% | 50,082.00 | - |
| 1996 | 9 | 4.12% | 52,145.13 | - |
| 1996 | 10 | 5.05% | 54,779.54 | - |
| 1996 | 11 | 1.20% | 55,435.92 | - |
| 1996 | 12 | 3.26% | 57,241.77 | - |
| 1997 | 1 | 4.36% | 59,738.18 | - |
| 1997 | 2 | -0.62% | 59,365.60 | - |
| 1997 | 3 | -3.41% | 57,344.05 | - |
| 1997 | 4 | 9.22% | 62,629.93 | - |
| 1997 | 5 | 5.34% | 65,972.38 | - |
| 1997 | 6 | 5.74% | 69,756.51 | - |
| 1997 | 7 | 0.35% | 69,999.11 | - |
| 1997 | 8 | 1.19% | 70,833.51 | - |
| 1997 | 9 | 1.65% | 71,998.99 | - |
| 1997 | 10 | -1.15% | 71,169.53 | - |
| 1997 | 11 | 2.63% | 73,044.57 | - |
| 1997 | 12 | 0.24% | 73,217.75 | - |
| 1998 | 1 | 6.40% | 77,905.27 | - |
| 1998 | 2 | 5.31% | 82,044.28 | - |
| 1998 | 3 | 3.41% | 84,838.44 | - |
| 1998 | 4 | -0.22% | 84,650.22 | - |
| 1998 | 5 | 0.12% | 84,748.80 | - |
| 1998 | 6 | 4.47% | 88,535.09 | - |
| 1998 | 7 | -6.97% | 82,363.30 | - |
| 1998 | 8 | -4.90% | 78,328.78 | - |
| 1998 | 9 | 1.29% | 79,339.89 | - |
| 1998 | 10 | 10.97% | 88,046.96 | - |
| 1998 | 11 | 4.10% | 91,660.49 | - |
| 1998 | 12 | 5.05% | 96,287.23 | - |
| 1999 | 1 | -0.07% | 96,223.00 | - |
| 1999 | 2 | 2.92% | 99,036.09 | - |
| 1999 | 3 | 4.25% | 103,245.14 | - |
| 1999 | 4 | -0.10% | 103,143.10 | - |
| 1999 | 5 | -0.61% | 102,512.11 | - |
| 1999 | 6 | 4.52% | 107,148.10 | - |
| 1999 | 7 | -3.77% | 103,103.92 | - |
| 1999 | 8 | -0.60% | 102,487.34 | - |
| 1999 | 9 | -1.27% | 101,183.22 | - |
| 1999 | 10 | 7.11% | 108,373.25 | - |
| 1999 | 11 | 2.81% | 111,417.16 | - |
| 1999 | 12 | -0.12% | 111,284.65 | - |
| 2000 | 1 | -2.48% | 108,526.93 | - |
| 2000 | 2 | 3.94% | 112,803.92 | - |
| 2000 | 3 | 1.42% | 114,411.00 | - |
| 2000 | 4 | -2.84% | 111,163.11 | - |
| 2000 | 5 | 3.16% | 114,679.73 | - |
| 2000 | 6 | 0.85% | 115,654.90 | - |
| 2000 | 7 | 0.94% | 116,741.72 | - |
| 2000 | 8 | -1.08% | 115,481.32 | - |
| 2000 | 9 | -5.21% | 109,459.86 | - |
| 2000 | 10 | -0.77% | 108,614.21 | - |
| 2000 | 11 | -3.32% | 105,008.14 | - |
| 2000 | 12 | 0.46% | 105,485.94 | - |
| 2001 | 1 | -2.14% | 103,232.48 | - |
| 2001 | 2 | -9.08% | 93,859.08 | - |
| 2001 | 3 | 0.45% | 94,280.21 | - |
| 2001 | 4 | 6.88% | 100,766.06 | - |
| 2001 | 5 | -2.39% | 98,359.11 | - |
| 2001 | 6 | -2.66% | 95,742.54 | - |
| 2001 | 7 | -2.05% | 93,783.80 | - |
| 2001 | 8 | -11.25% | 83,235.63 | - |
| 2001 | 9 | 3.18% | 85,885.88 | - |
| 2001 | 10 | 5.05% | 90,225.82 | - |
| 2001 | 11 | 1.47% | 91,548.57 | - |
| 2001 | 12 | -0.30% | 91,276.04 | - |
| 2002 | 1 | -3.35% | 88,215.77 | - |
| 2002 | 2 | 4.95% | 92,578.28 | - |
| 2002 | 3 | -3.51% | 89,324.68 | - |
| 2002 | 4 | -2.82% | 86,805.39 | - |
| 2002 | 5 | -5.92% | 81,665.68 | - |
| 2002 | 6 | -10.76% | 72,879.68 | - |
| 2002 | 7 | 1.14% | 73,709.62 | - |
| 2002 | 8 | -4.76% | 70,202.72 | - |
| 2002 | 9 | -1.37% | 69,243.02 | - |
| 2002 | 10 | 6.63% | 73,830.77 | - |
| 2002 | 11 | -1.04% | 73,066.57 | - |
| 2002 | 12 | -0.22% | 72,903.99 | - |
| 2003 | 1 | -6.41% | 68,227.32 | - |
| 2003 | 2 | 1.31% | 69,119.66 | - |
| 2003 | 3 | 5.29% | 72,773.23 | - |
| 2003 | 4 | 5.31% | 76,639.09 | - |
| 2003 | 5 | 5.70% | 81,010.73 | - |
| 2003 | 6 | 0.60% | 81,493.47 | - |
| 2003 | 7 | -0.17% | 81,357.93 | - |
| 2003 | 8 | 3.16% | 83,929.80 | - |
| 2003 | 9 | 2.03% | 85,631.76 | - |
| 2003 | 10 | 1.21% | 86,668.40 | - |
| 2003 | 11 | 3.06% | 89,323.76 | - |
| 2003 | 12 | 4.93% | 93,731.85 | - |
| 2004 | 1 | 1.09% | 94,750.40 | - |
| 2004 | 2 | -1.57% | 93,267.37 | - |
| 2004 | 3 | 0.97% | 94,170.32 | - |
| 2004 | 4 | -2.56% | 91,755.56 | - |
| 2004 | 5 | 2.86% | 94,377.64 | - |
| 2004 | 6 | -2.24% | 92,264.73 | - |
| 2004 | 7 | -1.39% | 90,984.49 | - |
| 2004 | 8 | 2.78% | 93,516.25 | - |
| 2004 | 9 | 0.10% | 93,612.19 | - |
| 2004 | 10 | 4.77% | 98,081.14 | - |
| 2004 | 11 | 2.73% | 100,756.25 | - |
| 2004 | 12 | -1.35% | 99,396.83 | - |
| 2005 | 1 | 1.68% | 101,067.89 | - |
| 2005 | 2 | -0.26% | 100,809.57 | - |
| 2005 | 3 | -2.41% | 98,381.15 | - |
| 2005 | 4 | 1.34% | 99,695.40 | - |
| 2005 | 5 | 2.18% | 101,869.45 | - |
| 2005 | 6 | 1.81% | 103,711.04 | - |
| 2005 | 7 | 0.31% | 104,032.56 | - |
| 2005 | 8 | 0.28% | 104,323.53 | - |
| 2005 | 9 | -2.62% | 101,585.85 | - |
| 2005 | 10 | 3.96% | 105,610.22 | - |
| 2005 | 11 | 2.14% | 107,874.64 | - |
| 2005 | 12 | 1.47% | 109,456.92 | - |
| 2006 | 1 | -0.02% | 109,438.70 | - |
| 2006 | 2 | 1.49% | 111,065.11 | - |
| 2006 | 3 | 0.80% | 111,951.78 | - |
| 2006 | 4 | -0.79% | 111,071.13 | - |
| 2006 | 5 | -2.71% | 108,065.77 | - |
| 2006 | 6 | 0.72% | 108,843.89 | - |
| 2006 | 7 | 2.29% | 111,338.33 | - |
| 2006 | 8 | 2.53% | 114,156.50 | - |
| 2006 | 9 | 3.62% | 118,284.30 | - |
| 2006 | 10 | 2.00% | 120,651.92 | - |
| 2006 | 11 | 2.15% | 123,243.85 | - |
| 2006 | 12 | 0.69% | 124,097.71 | - |
| 2007 | 1 | 1.60% | 126,078.37 | - |
| 2007 | 2 | -2.47% | 122,959.33 | - |
| 2007 | 3 | 4.18% | 128,099.35 | - |
| 2007 | 4 | 3.39% | 132,444.16 | - |
| 2007 | 5 | 0.34% | 132,900.97 | - |
| 2007 | 6 | 0.57% | 133,664.64 | - |
| 2007 | 7 | -4.20% | 128,049.25 | - |
| 2007 | 8 | 3.07% | 131,986.43 | - |
| 2007 | 9 | 2.99% | 135,934.98 | - |
| 2007 | 10 | -4.81% | 129,401.52 | - |
| 2007 | 11 | 1.24% | 131,003.80 | - |
| 2007 | 12 | -6.64% | 122,311.44 | - |
| 2008 | 1 | -1.56% | 120,398.53 | - |
| 2008 | 2 | -2.63% | 117,236.10 | - |
| 2008 | 3 | 4.24% | 122,211.37 | - |
| 2008 | 4 | 2.56% | 125,343.16 | - |
| 2008 | 5 | -4.25% | 120,020.36 | - |
| 2008 | 6 | -6.08% | 112,724.96 | - |
| 2008 | 7 | 2.11% | 115,104.06 | - |
| 2008 | 8 | -4.85% | 109,524.35 | - |
| 2008 | 9 | -20.19% | 87,407.46 | - |
| 2008 | 10 | -8.61% | 79,885.74 | - |
| 2008 | 11 | -0.35% | 79,605.17 | - |
| 2008 | 12 | -1.10% | 78,733.05 | - |
| 2009 | 1 | -6.70% | 73,455.96 | - |
| 2009 | 2 | -5.69% | 69,278.20 | - |
| 2009 | 3 | 12.32% | 77,814.49 | - |
| 2009 | 4 | 6.66% | 82,996.79 | - |
| 2009 | 5 | 2.87% | 85,377.85 | - |
| 2009 | 6 | 1.28% | 86,468.68 | - |
| 2009 | 7 | 8.12% | 93,490.58 | - |
| 2009 | 8 | 3.65% | 96,903.31 | - |
| 2009 | 9 | 2.40% | 99,232.00 | - |
| 2009 | 10 | 2.09% | 101,310.24 | - |
| 2009 | 11 | 2.23% | 103,565.26 | - |
| 2009 | 12 | 1.36% | 104,970.61 | - |
| 2010 | 1 | -2.90% | 101,928.06 | - |
| 2010 | 2 | 5.94% | 107,985.68 | - |
| 2010 | 3 | 4.09% | 112,400.06 | - |
| 2010 | 4 | -5.88% | 105,788.24 | - |
| 2010 | 5 | -3.54% | 102,039.57 | - |
| 2010 | 6 | -0.16% | 101,877.25 | - |
| 2010 | 7 | 0.86% | 102,757.08 | - |
| 2010 | 8 | 3.37% | 106,221.18 | - |
| 2010 | 9 | 4.58% | 111,083.38 | - |
| 2010 | 10 | 2.49% | 113,850.38 | - |
| 2010 | 11 | 3.71% | 118,078.48 | - |
| 2010 | 12 | 3.46% | 122,166.58 | - |
| 2011 | 1 | 3.15% | 126,015.89 | - |
| 2011 | 2 | -1.11% | 124,614.01 | - |
| 2011 | 3 | 2.22% | 127,381.66 | - |
| 2011 | 4 | 0.66% | 128,221.41 | - |
| 2011 | 5 | -3.66% | 123,525.17 | - |
| 2011 | 6 | 3.10% | 127,356.60 | - |
| 2011 | 7 | -10.40% | 114,110.69 | - |
| 2011 | 8 | -0.79% | 113,210.07 | - |
| 2011 | 9 | 3.02% | 116,627.78 | - |
| 2011 | 10 | 1.77% | 118,688.73 | - |
| 2011 | 11 | 1.55% | 120,534.05 | - |
| 2011 | 12 | 4.78% | 126,298.66 | - |
| 2012 | 1 | 4.16% | 131,555.98 | - |
| 2012 | 2 | 2.88% | 135,349.84 | - |
| 2012 | 3 | -0.04% | 135,298.12 | - |
| 2012 | 4 | -3.09% | 131,116.12 | - |
| 2012 | 5 | -1.15% | 129,605.12 | - |
| 2012 | 6 | 2.92% | 133,391.00 | - |
| 2012 | 7 | 3.39% | 137,909.89 | - |
| 2012 | 8 | 3.02% | 142,076.38 | - |
| 2012 | 9 | -0.22% | 141,767.88 | - |
| 2012 | 10 | -2.84% | 137,745.22 | - |
| 2012 | 11 | 2.18% | 140,741.92 | - |
| 2012 | 12 | 4.27% | 146,749.86 | - |
| 2013 | 1 | 2.33% | 150,173.56 | - |
| 2013 | 2 | 2.72% | 154,261.97 | - |
| 2013 | 3 | 1.45% | 156,504.62 | - |
| 2013 | 4 | 4.57% | 163,663.56 | - |
| 2013 | 5 | -1.12% | 161,834.17 | - |
| 2013 | 6 | 3.25% | 167,101.03 | - |
| 2013 | 7 | 0.25% | 167,523.00 | - |
| 2013 | 8 | 1.19% | 169,520.66 | - |
| 2013 | 9 | 2.12% | 173,110.35 | - |
| 2013 | 10 | 3.86% | 179,792.39 | - |
| 2013 | 11 | 1.52% | 182,528.23 | - |
| 2013 | 12 | 0.97% | 184,294.75 | - |
| 2014 | 1 | -0.13% | 184,055.10 | - |
| 2014 | 2 | 2.72% | 189,065.57 | - |
| 2014 | 3 | 0.20% | 189,446.96 | - |
| 2014 | 4 | 1.53% | 192,349.36 | - |
| 2014 | 5 | 3.20% | 198,497.46 | - |
| 2014 | 6 | 1.50% | 201,466.62 | - |
| 2014 | 7 | -0.43% | 200,606.46 | - |
| 2014 | 8 | 1.78% | 204,173.31 | - |
| 2014 | 9 | -2.65% | 198,769.69 | - |
| 2014 | 10 | 5.71% | 210,110.80 | - |
| 2014 | 11 | 0.63% | 211,442.67 | - |
| 2014 | 12 | -1.11% | 209,095.56 | - |
| 2015 | 1 | 2.83% | 215,007.52 | - |
| 2015 | 2 | 0.06% | 215,126.56 | - |
| 2015 | 3 | 0.88% | 217,016.25 | - |
| 2015 | 4 | 0.98% | 219,140.63 | - |
| 2015 | 5 | -0.44% | 218,186.27 | - |
| 2015 | 6 | -0.08% | 218,012.53 | - |
| 2015 | 7 | -2.42% | 212,727.04 | - |
| 2015 | 8 | -4.51% | 203,139.23 | - |
| 2015 | 9 | 4.32% | 211,908.99 | - |
| 2015 | 10 | 2.93% | 218,123.16 | - |
| 2015 | 11 | -1.10% | 215,717.33 | - |
| 2015 | 12 | -6.42% | 201,869.09 | - |
| 2016 | 1 | -0.55% | 200,758.99 | - |
| 2016 | 2 | 6.36% | 213,532.74 | - |
| 2016 | 3 | 2.83% | 219,578.41 | - |
| 2016 | 4 | -0.30% | 218,910.09 | - |
| 2016 | 5 | 1.07% | 221,244.74 | - |
| 2016 | 6 | 3.30% | 228,540.15 | - |
| 2016 | 7 | 1.20% | 231,280.94 | - |
| 2016 | 8 | -0.44% | 230,266.37 | - |
| 2016 | 9 | -0.51% | 229,101.27 | - |
| 2016 | 10 | 1.20% | 231,853.14 | - |
| 2016 | 11 | 3.95% | 241,001.99 | - |
| 2016 | 12 | 1.44% | 244,466.71 | - |
| 2017 | 1 | 2.58% | 250,765.27 | - |
| 2017 | 2 | 1.75% | 255,151.79 | - |
| 2017 | 3 | -0.15% | 254,758.85 | - |
| 2017 | 4 | 1.69% | 259,070.32 | - |
| 2017 | 5 | 1.78% | 263,672.52 | - |
| 2017 | 6 | 0.99% | 266,277.30 | - |
| 2017 | 7 | 0.25% | 266,937.15 | - |
| 2017 | 8 | 1.65% | 271,350.32 | - |
| 2017 | 9 | 2.73% | 278,771.21 | - |
| 2017 | 10 | 1.59% | 283,202.47 | - |
| 2017 | 11 | 2.88% | 291,368.57 | - |
| 2017 | 12 | 4.86% | 305,534.61 | - |
| 2018 | 1 | -2.89% | 296,714.79 | - |
| 2018 | 2 | 0.06% | 296,906.40 | - |
| 2018 | 3 | -1.66% | 291,965.96 | - |
| 2018 | 4 | 1.96% | 297,693.23 | - |
| 2018 | 5 | 2.11% | 303,983.40 | - |
| 2018 | 6 | 1.58% | 308,788.59 | - |
| 2018 | 7 | 2.45% | 316,356.39 | - |
| 2018 | 8 | 1.68% | 321,670.38 | - |
| 2018 | 9 | -3.85% | 309,289.34 | - |
| 2018 | 10 | -2.08% | 302,868.15 | - |
| 2018 | 11 | -5.56% | 286,021.08 | - |
| 2018 | 12 | 1.74% | 290,985.36 | - |
| 2019 | 1 | 5.83% | 307,946.62 | - |
| 2019 | 2 | 1.95% | 313,945.48 | - |
| 2019 | 3 | 3.72% | 325,634.36 | - |
| 2019 | 4 | -1.53% | 320,646.33 | - |
| 2019 | 5 | 1.40% | 325,150.61 | - |
| 2019 | 6 | 3.83% | 337,595.24 | - |
| 2019 | 7 | -3.13% | 327,013.61 | - |
| 2019 | 8 | 3.09% | 337,102.72 | - |
| 2019 | 9 | 0.01% | 337,135.77 | - |
| 2019 | 10 | 4.43% | 352,083.33 | - |
| 2019 | 11 | 2.47% | 360,777.39 | - |
| 2019 | 12 | 3.35% | 372,850.44 | - |
| 2020 | 1 | 0.12% | 373,305.60 | - |
| 2020 | 2 | -18.92% | 302,684.74 | - |
| 2020 | 3 | 4.32% | 315,756.52 | - |
| 2020 | 4 | 5.89% | 334,346.26 | - |
| 2020 | 5 | 6.51% | 356,106.43 | - |
| 2020 | 6 | 3.48% | 368,486.23 | - |
| 2020 | 7 | 5.89% | 390,202.99 | - |
| 2020 | 8 | -0.63% | 387,756.41 | - |
| 2020 | 9 | 1.73% | 394,449.09 | - |
| 2020 | 10 | 3.95% | 410,046.06 | - |
| 2020 | 11 | 4.26% | 427,514.36 | - |
| 2020 | 12 | 2.80% | 439,464.66 | - |
| 2021 | 1 | 2.49% | 450,414.05 | - |
| 2021 | 2 | 0.82% | 454,113.56 | - |
| 2021 | 3 | 6.02% | 481,457.95 | - |
| 2021 | 4 | 0.76% | 485,118.14 | - |
| 2021 | 5 | 1.81% | 493,900.83 | - |
| 2021 | 6 | 3.07% | 509,054.70 | - |
| 2021 | 7 | 2.19% | 520,178.37 | - |
| 2021 | 8 | -0.08% | 519,738.83 | - |
| 2021 | 9 | 0.45% | 522,088.96 | - |
| 2021 | 10 | 4.74% | 546,860.75 | - |
| 2021 | 11 | 0.27% | 548,312.14 | - |
| 2021 | 12 | -2.05% | 537,061.03 | - |
| 2022 | 1 | -2.90% | 521,472.46 | - |
| 2022 | 2 | -0.89% | 516,817.88 | - |
| 2022 | 3 | 0.12% | 517,429.28 | - |
| 2022 | 4 | -7.87% | 476,693.47 | - |
| 2022 | 5 | -3.37% | 460,631.83 | - |
| 2022 | 6 | 0.46% | 462,772.32 | - |
| 2022 | 7 | 6.45% | 492,609.08 | - |
| 2022 | 8 | -7.28% | 456,759.92 | - |
| 2022 | 9 | -3.09% | 442,640.67 | - |
| 2022 | 10 | 5.29% | 466,034.65 | - |
| 2022 | 11 | 0.01% | 466,085.16 | - |
| 2022 | 12 | 1.38% | 472,500.62 | - |
| 2023 | 1 | 3.15% | 487,370.08 | - |
| 2023 | 2 | -2.59% | 474,769.48 | - |
| 2023 | 3 | 4.00% | 493,742.32 | - |
| 2023 | 4 | 0.74% | 497,384.63 | - |
| 2023 | 5 | 4.94% | 521,966.31 | - |
| 2023 | 6 | 3.88% | 542,197.94 | - |
| 2023 | 7 | -1.00% | 536,788.78 | - |
| 2023 | 8 | -0.95% | 531,670.08 | - |
| 2023 | 9 | -3.04% | 515,521.60 | - |
| 2023 | 10 | 4.60% | 539,244.48 | - |
| 2023 | 11 | 5.18% | 567,151.71 | - |
| 2023 | 12 | 2.91% | 583,666.24 | - |
| 2024 | 1 | 4.20% | 608,175.97 | - |
| 2024 | 2 | 3.28% | 628,137.04 | - |
| 2024 | 3 | -1.01% | 621,798.33 | - |
| 2024 | 4 | 2.52% | 637,447.21 | - |
| 2024 | 5 | 3.55% | 660,080.31 | - |
| 2024 | 6 | 2.38% | 675,787.99 | - |
| 2024 | 7 | -0.97% | 669,228.72 | - |
| 2024 | 8 | 2.72% | 687,445.86 | - |
| 2024 | 9 | 3.15% | 709,113.37 | - |
| 2024 | 10 | 2.48% | 726,712.04 | - |
| 2024 | 11 | 1.47% | 737,397.04 | - |
| 2024 | 12 | -0.42% | 734,310.86 | - |
| 2025 | 1 | 1.09% | 742,348.04 | - |
| 2025 | 2 | -5.77% | 699,518.83 | - |
| 2025 | 3 | -5.42% | 661,596.26 | - |
| 2025 | 4 | 8.34% | 716,771.76 | - |
| 2025 | 5 | 3.88% | 744,580.12 | - |
| 2025 | 6 | 4.53% | 778,289.31 | - |
| 2025 | 7 | 1.89% | 792,989.67 | - |
| 2025 | 8 | 2.83% | 815,456.51 | - |
| 2025 | 9 | 2.40% | 835,051.89 | - |
| 2025 | 10 | 0.17% | 836,508.13 | - |
| 2025 | 11 | 1.76% | 851,238.68 | - |
| 2025 | 12 | 0.18% | 852,731.88 | - |
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 $2,000.00 up-front. Instead, the capital is invested over a period of time.
Consider a strategy in which $2,000.00 was invested in the S&P 500 over a period of no more than 24 months beginning in 1965. This would result in a final amount of $822,606.39, including dividend reinvestments. In this particular case, dollar-cost average returns are less than the returns of a lump-sum investment (which ends with $852,731.88).
| Year | Month | Contribution ($) | Amount ($) |
|---|---|---|---|
| 1965 | 1 | 83.33 | 83.94 |
| 1965 | 2 | 83.33 | 167.63 |
| 1965 | 3 | 83.33 | 254.66 |
| 1965 | 4 | 83.33 | 343.65 |
| 1965 | 5 | 83.33 | 407.53 |
| 1965 | 6 | 83.33 | 491.15 |
| 1965 | 7 | 83.33 | 586.44 |
| 1965 | 8 | 83.33 | 693.64 |
| 1965 | 9 | 83.33 | 796.16 |
| 1965 | 10 | 83.33 | 888.75 |
| 1965 | 11 | 83.33 | 969.82 |
| 1965 | 12 | 83.33 | 1,073.80 |
| 1966 | 1 | 83.33 | 1,151.95 |
| 1966 | 2 | 83.33 | 1,187.36 |
| 1966 | 3 | 83.33 | 1,312.67 |
| 1966 | 4 | 83.33 | 1,325.89 |
| 1966 | 5 | 83.33 | 1,401.11 |
| 1966 | 6 | 83.33 | 1,484.48 |
| 1966 | 7 | 83.33 | 1,477.13 |
| 1966 | 8 | 83.33 | 1,509.89 |
| 1966 | 9 | 83.33 | 1,583.97 |
| 1966 | 10 | 83.33 | 1,755.67 |
| 1966 | 11 | 83.33 | 1,851.92 |
| 1966 | 12 | 83.41 | 2,015.02 |
| 1967 | 1 | - | 2,090.18 |
| 1967 | 2 | - | 2,145.23 |
| 1967 | 3 | - | 2,187.97 |
| 1967 | 4 | - | 2,232.99 |
| 1967 | 5 | - | 2,210.85 |
| 1967 | 6 | - | 2,254.89 |
| 1967 | 7 | - | 2,296.65 |
| 1967 | 8 | - | 2,334.63 |
| 1967 | 9 | - | 2,336.91 |
| 1967 | 10 | - | 2,269.56 |
| 1967 | 11 | - | 2,340.19 |
| 1967 | 12 | - | 2,339.78 |
| 1968 | 1 | - | 2,240.17 |
| 1968 | 2 | - | 2,205.24 |
| 1968 | 3 | - | 2,374.20 |
| 1968 | 4 | - | 2,434.93 |
| 1968 | 5 | - | 2,506.53 |
| 1968 | 6 | - | 2,507.76 |
| 1968 | 7 | - | 2,459.26 |
| 1968 | 8 | - | 2,545.52 |
| 1968 | 9 | - | 2,614.69 |
| 1968 | 10 | - | 2,661.38 |
| 1968 | 11 | - | 2,695.59 |
| 1968 | 12 | - | 2,588.17 |
| 1969 | 1 | - | 2,581.99 |
| 1969 | 2 | - | 2,532.58 |
| 1969 | 3 | - | 2,590.17 |
| 1969 | 4 | - | 2,681.18 |
| 1969 | 5 | - | 2,547.89 |
| 1969 | 6 | - | 2,440.74 |
| 1969 | 7 | - | 2,433.82 |
| 1969 | 8 | - | 2,449.12 |
| 1969 | 9 | - | 2,482.09 |
| 1969 | 10 | - | 2,506.85 |
| 1969 | 11 | - | 2,380.82 |
| 1969 | 12 | - | 2,366.80 |
| 1970 | 1 | - | 2,291.15 |
| 1970 | 2 | - | 2,337.25 |
| 1970 | 3 | - | 2,273.03 |
| 1970 | 4 | - | 2,018.48 |
| 1970 | 5 | - | 2,013.03 |
| 1970 | 6 | - | 2,023.55 |
| 1970 | 7 | - | 2,089.43 |
| 1970 | 8 | - | 2,221.51 |
| 1970 | 9 | - | 2,276.81 |
| 1970 | 10 | - | 2,281.52 |
| 1970 | 11 | - | 2,444.84 |
| 1970 | 12 | - | 2,545.34 |
| 1971 | 1 | - | 2,651.00 |
| 1971 | 2 | - | 2,726.07 |
| 1971 | 3 | - | 2,826.22 |
| 1971 | 4 | - | 2,794.91 |
| 1971 | 5 | - | 2,750.31 |
| 1971 | 6 | - | 2,737.58 |
| 1971 | 7 | - | 2,696.04 |
| 1971 | 8 | - | 2,763.08 |
| 1971 | 9 | - | 2,711.58 |
| 1971 | 10 | - | 2,593.05 |
| 1971 | 11 | - | 2,778.80 |
| 1971 | 12 | - | 2,901.70 |
| 1972 | 1 | - | 2,962.25 |
| 1972 | 2 | - | 3,039.85 |
| 1972 | 3 | - | 3,078.12 |
| 1972 | 4 | - | 3,054.24 |
| 1972 | 5 | - | 3,070.00 |
| 1972 | 6 | - | 3,054.53 |
| 1972 | 7 | - | 3,170.11 |
| 1972 | 8 | - | 3,131.73 |
| 1972 | 9 | - | 3,144.81 |
| 1972 | 10 | - | 3,310.04 |
| 1972 | 11 | - | 3,386.55 |
| 1972 | 12 | - | 3,420.06 |
| 1973 | 1 | - | 3,306.34 |
| 1973 | 2 | - | 3,261.86 |
| 1973 | 3 | - | 3,208.58 |
| 1973 | 4 | - | 3,126.13 |
| 1973 | 5 | - | 3,063.92 |
| 1973 | 6 | - | 3,101.00 |
| 1973 | 7 | - | 3,050.29 |
| 1973 | 8 | - | 3,111.15 |
| 1973 | 9 | - | 3,242.92 |
| 1973 | 10 | - | 3,020.69 |
| 1973 | 11 | - | 2,815.12 |
| 1973 | 12 | - | 2,862.99 |
| 1974 | 1 | - | 2,792.19 |
| 1974 | 2 | - | 2,919.92 |
| 1974 | 3 | - | 2,779.28 |
| 1974 | 4 | - | 2,704.08 |
| 1974 | 5 | - | 2,716.45 |
| 1974 | 6 | - | 2,408.22 |
| 1974 | 7 | - | 2,317.55 |
| 1974 | 8 | - | 2,085.48 |
| 1974 | 9 | - | 2,135.05 |
| 1974 | 10 | - | 2,214.98 |
| 1974 | 11 | - | 2,080.04 |
| 1974 | 12 | - | 2,259.61 |
| 1975 | 1 | - | 2,503.82 |
| 1975 | 2 | - | 2,628.35 |
| 1975 | 3 | - | 2,667.43 |
| 1975 | 4 | - | 2,846.49 |
| 1975 | 5 | - | 2,928.88 |
| 1975 | 6 | - | 2,941.54 |
| 1975 | 7 | - | 2,735.74 |
| 1975 | 8 | - | 2,712.41 |
| 1975 | 9 | - | 2,847.25 |
| 1975 | 10 | - | 2,905.39 |
| 1975 | 11 | - | 2,871.11 |
| 1975 | 12 | - | 3,145.17 |
| 1976 | 1 | - | 3,276.58 |
| 1976 | 2 | - | 3,302.87 |
| 1976 | 3 | - | 3,339.05 |
| 1976 | 4 | - | 3,326.25 |
| 1976 | 5 | - | 3,356.21 |
| 1976 | 6 | - | 3,445.66 |
| 1976 | 7 | - | 3,426.35 |
| 1976 | 8 | - | 3,509.88 |
| 1976 | 9 | - | 3,400.78 |
| 1976 | 10 | - | 3,388.31 |
| 1976 | 11 | - | 3,516.61 |
| 1976 | 12 | - | 3,497.72 |
| 1977 | 1 | - | 3,414.87 |
| 1977 | 2 | - | 3,413.02 |
| 1977 | 3 | - | 3,372.28 |
| 1977 | 4 | - | 3,374.46 |
| 1977 | 5 | - | 3,404.82 |
| 1977 | 6 | - | 3,448.48 |
| 1977 | 7 | - | 3,376.80 |
| 1977 | 8 | - | 3,337.11 |
| 1977 | 9 | - | 3,263.77 |
| 1977 | 10 | - | 3,295.79 |
| 1977 | 11 | - | 3,293.15 |
| 1977 | 12 | - | 3,181.50 |
| 1978 | 1 | - | 3,150.58 |
| 1978 | 2 | - | 3,158.95 |
| 1978 | 3 | - | 3,311.52 |
| 1978 | 4 | - | 3,493.80 |
| 1978 | 5 | - | 3,517.33 |
| 1978 | 6 | - | 3,515.14 |
| 1978 | 7 | - | 3,772.74 |
| 1978 | 8 | - | 3,787.82 |
| 1978 | 9 | - | 3,682.76 |
| 1978 | 10 | - | 3,482.50 |
| 1978 | 11 | - | 3,549.47 |
| 1978 | 12 | - | 3,698.02 |
| 1979 | 1 | - | 3,658.94 |
| 1979 | 2 | - | 3,744.60 |
| 1979 | 3 | - | 3,835.63 |
| 1979 | 4 | - | 3,763.02 |
| 1979 | 5 | - | 3,853.99 |
| 1979 | 6 | - | 3,908.75 |
| 1979 | 7 | - | 4,104.75 |
| 1979 | 8 | - | 4,167.98 |
| 1979 | 9 | - | 4,028.25 |
| 1979 | 10 | - | 4,015.26 |
| 1979 | 11 | - | 4,192.09 |
| 1979 | 12 | - | 4,330.95 |
| 1980 | 1 | - | 4,521.34 |
| 1980 | 2 | - | 4,124.46 |
| 1980 | 3 | - | 4,076.53 |
| 1980 | 4 | - | 4,281.83 |
| 1980 | 5 | - | 4,575.68 |
| 1980 | 6 | - | 4,803.07 |
| 1980 | 7 | - | 4,971.40 |
| 1980 | 8 | - | 5,112.38 |
| 1980 | 9 | - | 5,282.36 |
| 1980 | 10 | - | 5,526.12 |
| 1980 | 11 | - | 5,457.33 |
| 1980 | 12 | - | 5,457.88 |
| 1981 | 1 | - | 5,290.31 |
| 1981 | 2 | - | 5,509.50 |
| 1981 | 3 | - | 5,580.79 |
| 1981 | 4 | - | 5,490.53 |
| 1981 | 5 | - | 5,537.62 |
| 1981 | 6 | - | 5,425.96 |
| 1981 | 7 | - | 5,469.51 |
| 1981 | 8 | - | 5,015.39 |
| 1981 | 9 | - | 5,102.02 |
| 1981 | 10 | - | 5,257.31 |
| 1981 | 11 | - | 5,319.32 |
| 1981 | 12 | - | 5,063.77 |
| 1982 | 1 | - | 4,966.86 |
| 1982 | 2 | - | 4,830.54 |
| 1982 | 3 | - | 5,094.74 |
| 1982 | 4 | - | 5,123.76 |
| 1982 | 5 | - | 4,853.70 |
| 1982 | 6 | - | 4,865.54 |
| 1982 | 7 | - | 4,904.17 |
| 1982 | 8 | - | 5,497.40 |
| 1982 | 9 | - | 5,985.64 |
| 1982 | 10 | - | 6,254.99 |
| 1982 | 11 | - | 6,339.78 |
| 1982 | 12 | - | 6,588.66 |
| 1983 | 1 | - | 6,729.00 |
| 1983 | 2 | - | 6,989.12 |
| 1983 | 3 | - | 7,282.48 |
| 1983 | 4 | - | 7,604.66 |
| 1983 | 5 | - | 7,738.01 |
| 1983 | 6 | - | 7,792.80 |
| 1983 | 7 | - | 7,605.21 |
| 1983 | 8 | - | 7,857.24 |
| 1983 | 9 | - | 7,908.15 |
| 1983 | 10 | - | 7,817.88 |
| 1983 | 11 | - | 7,807.87 |
| 1983 | 12 | - | 7,930.91 |
| 1984 | 1 | - | 7,525.47 |
| 1984 | 2 | - | 7,558.76 |
| 1984 | 3 | - | 7,597.10 |
| 1984 | 4 | - | 7,577.91 |
| 1984 | 5 | - | 7,437.85 |
| 1984 | 6 | - | 7,370.28 |
| 1984 | 7 | - | 8,048.83 |
| 1984 | 8 | - | 8,162.07 |
| 1984 | 9 | - | 8,128.41 |
| 1984 | 10 | - | 8,232.93 |
| 1984 | 11 | - | 8,174.68 |
| 1984 | 12 | - | 8,558.69 |
| 1985 | 1 | - | 9,054.01 |
| 1985 | 2 | - | 9,010.71 |
| 1985 | 3 | - | 9,103.04 |
| 1985 | 4 | - | 9,352.07 |
| 1985 | 5 | - | 9,586.89 |
| 1985 | 6 | - | 9,802.33 |
| 1985 | 7 | - | 9,621.45 |
| 1985 | 8 | - | 9,440.09 |
| 1985 | 9 | - | 9,581.27 |
| 1985 | 10 | - | 10,196.44 |
| 1985 | 11 | - | 10,736.29 |
| 1985 | 12 | - | 10,816.99 |
| 1986 | 1 | - | 11,433.27 |
| 1986 | 2 | - | 12,140.16 |
| 1986 | 3 | - | 12,472.97 |
| 1986 | 4 | - | 12,534.32 |
| 1986 | 5 | - | 12,927.05 |
| 1986 | 6 | - | 12,693.85 |
| 1986 | 7 | - | 12,983.38 |
| 1986 | 8 | - | 12,664.48 |
| 1986 | 9 | - | 12,653.10 |
| 1986 | 10 | - | 13,100.13 |
| 1986 | 11 | - | 13,324.00 |
| 1986 | 12 | - | 14,213.16 |
| 1987 | 1 | - | 15,131.60 |
| 1987 | 2 | - | 15,793.82 |
| 1987 | 3 | - | 15,658.56 |
| 1987 | 4 | - | 15,685.62 |
| 1987 | 5 | - | 16,391.23 |
| 1987 | 6 | - | 16,902.98 |
| 1987 | 7 | - | 17,993.90 |
| 1987 | 8 | - | 17,448.61 |
| 1987 | 9 | - | 15,380.27 |
| 1987 | 10 | - | 13,487.97 |
| 1987 | 11 | - | 13,307.95 |
| 1987 | 12 | - | 13,873.08 |
| 1988 | 1 | - | 14,334.85 |
| 1988 | 2 | - | 14,798.16 |
| 1988 | 3 | - | 14,667.05 |
| 1988 | 4 | - | 14,346.09 |
| 1988 | 5 | - | 15,206.60 |
| 1988 | 6 | - | 15,159.93 |
| 1988 | 7 | - | 14,899.41 |
| 1988 | 8 | - | 15,186.54 |
| 1988 | 9 | - | 15,763.88 |
| 1988 | 10 | - | 15,445.41 |
| 1988 | 11 | - | 15,804.66 |
| 1988 | 12 | - | 16,359.82 |
| 1989 | 1 | - | 16,899.67 |
| 1989 | 2 | - | 16,872.35 |
| 1989 | 3 | - | 17,473.82 |
| 1989 | 4 | - | 18,192.92 |
| 1989 | 5 | - | 18,810.14 |
| 1989 | 6 | - | 19,336.85 |
| 1989 | 7 | - | 20,243.90 |
| 1989 | 8 | - | 20,336.12 |
| 1989 | 9 | - | 20,394.33 |
| 1989 | 10 | - | 20,024.47 |
| 1989 | 11 | - | 20,572.48 |
| 1989 | 12 | - | 20,117.57 |
| 1990 | 1 | - | 19,609.17 |
| 1990 | 2 | - | 20,140.02 |
| 1990 | 3 | - | 20,179.49 |
| 1990 | 4 | - | 20,956.59 |
| 1990 | 5 | - | 21,620.90 |
| 1990 | 6 | - | 21,657.60 |
| 1990 | 7 | - | 19,955.05 |
| 1990 | 8 | - | 19,088.78 |
| 1990 | 9 | - | 18,646.73 |
| 1990 | 10 | - | 19,203.12 |
| 1990 | 11 | - | 20,083.89 |
| 1990 | 12 | - | 19,946.28 |
| 1991 | 1 | - | 22,261.40 |
| 1991 | 2 | - | 22,939.17 |
| 1991 | 3 | - | 23,457.33 |
| 1991 | 4 | - | 23,415.37 |
| 1991 | 5 | - | 23,496.62 |
| 1991 | 6 | - | 23,680.01 |
| 1991 | 7 | - | 24,314.38 |
| 1991 | 8 | - | 24,240.69 |
| 1991 | 9 | - | 24,284.72 |
| 1991 | 10 | - | 24,288.55 |
| 1991 | 11 | - | 24,515.69 |
| 1991 | 12 | - | 26,319.56 |
| 1992 | 1 | - | 26,161.42 |
| 1992 | 2 | - | 25,896.56 |
| 1992 | 3 | - | 25,965.01 |
| 1992 | 4 | - | 26,502.06 |
| 1992 | 5 | - | 26,149.81 |
| 1992 | 6 | - | 26,649.83 |
| 1992 | 7 | - | 26,900.80 |
| 1992 | 8 | - | 27,002.53 |
| 1992 | 9 | - | 26,683.35 |
| 1992 | 10 | - | 27,418.98 |
| 1992 | 11 | - | 28,315.91 |
| 1992 | 12 | - | 28,356.37 |
| 1993 | 1 | - | 28,845.31 |
| 1993 | 2 | - | 29,465.53 |
| 1993 | 3 | - | 29,070.17 |
| 1993 | 4 | - | 29,280.85 |
| 1993 | 5 | - | 29,534.19 |
| 1993 | 6 | - | 29,552.20 |
| 1993 | 7 | - | 30,073.05 |
| 1993 | 8 | - | 30,480.53 |
| 1993 | 9 | - | 30,859.07 |
| 1993 | 10 | - | 30,861.40 |
| 1993 | 11 | - | 31,135.20 |
| 1993 | 12 | - | 31,675.67 |
| 1994 | 1 | - | 31,651.69 |
| 1994 | 2 | - | 31,201.02 |
| 1994 | 3 | - | 30,156.92 |
| 1994 | 4 | - | 30,476.05 |
| 1994 | 5 | - | 30,813.76 |
| 1994 | 6 | - | 30,653.87 |
| 1994 | 7 | - | 31,598.65 |
| 1994 | 8 | - | 31,856.96 |
| 1994 | 9 | - | 31,715.51 |
| 1994 | 10 | - | 31,598.20 |
| 1994 | 11 | - | 31,274.09 |
| 1994 | 12 | - | 32,040.68 |
| 1995 | 1 | - | 33,264.34 |
| 1995 | 2 | - | 34,115.30 |
| 1995 | 3 | - | 35,212.29 |
| 1995 | 4 | - | 36,391.12 |
| 1995 | 5 | - | 37,547.78 |
| 1995 | 6 | - | 38,879.78 |
| 1995 | 7 | - | 39,079.28 |
| 1995 | 8 | - | 40,532.12 |
| 1995 | 9 | - | 40,902.00 |
| 1995 | 10 | - | 41,866.63 |
| 1995 | 11 | - | 43,285.55 |
| 1995 | 12 | - | 43,355.92 |
| 1996 | 1 | - | 45,915.82 |
| 1996 | 2 | - | 45,823.67 |
| 1996 | 3 | - | 45,913.96 |
| 1996 | 4 | - | 46,995.16 |
| 1996 | 5 | - | 47,596.03 |
| 1996 | 6 | - | 45,941.33 |
| 1996 | 7 | - | 47,354.37 |
| 1996 | 8 | - | 48,312.69 |
| 1996 | 9 | - | 50,302.93 |
| 1996 | 10 | - | 52,844.28 |
| 1996 | 11 | - | 53,477.47 |
| 1996 | 12 | - | 55,219.52 |
| 1997 | 1 | - | 57,627.74 |
| 1997 | 2 | - | 57,268.32 |
| 1997 | 3 | - | 55,318.19 |
| 1997 | 4 | - | 60,417.33 |
| 1997 | 5 | - | 63,641.70 |
| 1997 | 6 | - | 67,292.14 |
| 1997 | 7 | - | 67,526.17 |
| 1997 | 8 | - | 68,331.09 |
| 1997 | 9 | - | 69,455.39 |
| 1997 | 10 | - | 68,655.24 |
| 1997 | 11 | - | 70,464.04 |
| 1997 | 12 | - | 70,631.10 |
| 1998 | 1 | - | 75,153.01 |
| 1998 | 2 | - | 79,145.80 |
| 1998 | 3 | - | 81,841.25 |
| 1998 | 4 | - | 81,659.68 |
| 1998 | 5 | - | 81,754.77 |
| 1998 | 6 | - | 85,407.31 |
| 1998 | 7 | - | 79,453.56 |
| 1998 | 8 | - | 75,561.56 |
| 1998 | 9 | - | 76,536.95 |
| 1998 | 10 | - | 84,936.41 |
| 1998 | 11 | - | 88,422.29 |
| 1998 | 12 | - | 92,885.57 |
| 1999 | 1 | - | 92,823.61 |
| 1999 | 2 | - | 95,537.32 |
| 1999 | 3 | - | 99,597.68 |
| 1999 | 4 | - | 99,499.24 |
| 1999 | 5 | - | 98,890.54 |
| 1999 | 6 | - | 103,362.75 |
| 1999 | 7 | - | 99,461.44 |
| 1999 | 8 | - | 98,866.65 |
| 1999 | 9 | - | 97,608.60 |
| 1999 | 10 | - | 104,544.61 |
| 1999 | 11 | - | 107,480.99 |
| 1999 | 12 | - | 107,353.16 |
| 2000 | 1 | - | 104,692.87 |
| 2000 | 2 | - | 108,818.76 |
| 2000 | 3 | - | 110,369.07 |
| 2000 | 4 | - | 107,235.92 |
| 2000 | 5 | - | 110,628.30 |
| 2000 | 6 | - | 111,569.02 |
| 2000 | 7 | - | 112,617.45 |
| 2000 | 8 | - | 111,401.57 |
| 2000 | 9 | - | 105,592.84 |
| 2000 | 10 | - | 104,777.07 |
| 2000 | 11 | - | 101,298.39 |
| 2000 | 12 | - | 101,759.31 |
| 2001 | 1 | - | 99,585.47 |
| 2001 | 2 | - | 90,543.20 |
| 2001 | 3 | - | 90,949.46 |
| 2001 | 4 | - | 97,206.18 |
| 2001 | 5 | - | 94,884.26 |
| 2001 | 6 | - | 92,360.13 |
| 2001 | 7 | - | 90,470.59 |
| 2001 | 8 | - | 80,295.07 |
| 2001 | 9 | - | 82,851.69 |
| 2001 | 10 | - | 87,038.30 |
| 2001 | 11 | - | 88,314.33 |
| 2001 | 12 | - | 88,051.42 |
| 2002 | 1 | - | 85,099.26 |
| 2002 | 2 | - | 89,307.65 |
| 2002 | 3 | - | 86,169.00 |
| 2002 | 4 | - | 83,738.71 |
| 2002 | 5 | - | 78,780.58 |
| 2002 | 6 | - | 70,304.97 |
| 2002 | 7 | - | 71,105.59 |
| 2002 | 8 | - | 67,722.58 |
| 2002 | 9 | - | 66,796.79 |
| 2002 | 10 | - | 71,222.46 |
| 2002 | 11 | - | 70,485.26 |
| 2002 | 12 | - | 70,328.42 |
| 2003 | 1 | - | 65,816.97 |
| 2003 | 2 | - | 66,677.79 |
| 2003 | 3 | - | 70,202.28 |
| 2003 | 4 | - | 73,931.57 |
| 2003 | 5 | - | 78,148.77 |
| 2003 | 6 | - | 78,614.46 |
| 2003 | 7 | - | 78,483.70 |
| 2003 | 8 | - | 80,964.71 |
| 2003 | 9 | - | 82,606.54 |
| 2003 | 10 | - | 83,606.56 |
| 2003 | 11 | - | 86,168.11 |
| 2003 | 12 | - | 90,420.47 |
| 2004 | 1 | - | 91,403.04 |
| 2004 | 2 | - | 89,972.40 |
| 2004 | 3 | - | 90,843.46 |
| 2004 | 4 | - | 88,514.00 |
| 2004 | 5 | - | 91,043.44 |
| 2004 | 6 | - | 89,005.18 |
| 2004 | 7 | - | 87,770.17 |
| 2004 | 8 | - | 90,212.49 |
| 2004 | 9 | - | 90,305.04 |
| 2004 | 10 | - | 94,616.11 |
| 2004 | 11 | - | 97,196.71 |
| 2004 | 12 | - | 95,885.31 |
| 2005 | 1 | - | 97,497.34 |
| 2005 | 2 | - | 97,248.15 |
| 2005 | 3 | - | 94,905.52 |
| 2005 | 4 | - | 96,173.34 |
| 2005 | 5 | - | 98,270.59 |
| 2005 | 6 | - | 100,047.12 |
| 2005 | 7 | - | 100,357.28 |
| 2005 | 8 | - | 100,637.97 |
| 2005 | 9 | - | 97,997.01 |
| 2005 | 10 | - | 101,879.20 |
| 2005 | 11 | - | 104,063.62 |
| 2005 | 12 | - | 105,590.00 |
| 2006 | 1 | - | 105,572.43 |
| 2006 | 2 | - | 107,141.38 |
| 2006 | 3 | - | 107,996.72 |
| 2006 | 4 | - | 107,147.18 |
| 2006 | 5 | - | 104,248.00 |
| 2006 | 6 | - | 104,998.63 |
| 2006 | 7 | - | 107,404.95 |
| 2006 | 8 | - | 110,123.55 |
| 2006 | 9 | - | 114,105.52 |
| 2006 | 10 | - | 116,389.51 |
| 2006 | 11 | - | 118,889.86 |
| 2006 | 12 | - | 119,713.56 |
| 2007 | 1 | - | 121,624.25 |
| 2007 | 2 | - | 118,615.40 |
| 2007 | 3 | - | 123,573.83 |
| 2007 | 4 | - | 127,765.15 |
| 2007 | 5 | - | 128,205.81 |
| 2007 | 6 | - | 128,942.51 |
| 2007 | 7 | - | 123,525.50 |
| 2007 | 8 | - | 127,323.59 |
| 2007 | 9 | - | 131,132.64 |
| 2007 | 10 | - | 124,830.00 |
| 2007 | 11 | - | 126,375.67 |
| 2007 | 12 | - | 117,990.40 |
| 2008 | 1 | - | 116,145.07 |
| 2008 | 2 | - | 113,094.36 |
| 2008 | 3 | - | 117,893.86 |
| 2008 | 4 | - | 120,915.01 |
| 2008 | 5 | - | 115,780.26 |
| 2008 | 6 | - | 108,742.59 |
| 2008 | 7 | - | 111,037.64 |
| 2008 | 8 | - | 105,655.05 |
| 2008 | 9 | - | 84,319.51 |
| 2008 | 10 | - | 77,063.52 |
| 2008 | 11 | - | 76,792.86 |
| 2008 | 12 | - | 75,951.55 |
| 2009 | 1 | - | 70,860.89 |
| 2009 | 2 | - | 66,830.72 |
| 2009 | 3 | - | 75,065.44 |
| 2009 | 4 | - | 80,064.66 |
| 2009 | 5 | - | 82,361.61 |
| 2009 | 6 | - | 83,413.89 |
| 2009 | 7 | - | 90,187.72 |
| 2009 | 8 | - | 93,479.89 |
| 2009 | 9 | - | 95,726.31 |
| 2009 | 10 | - | 97,731.13 |
| 2009 | 11 | - | 99,906.48 |
| 2009 | 12 | - | 101,262.18 |
| 2010 | 1 | - | 98,327.13 |
| 2010 | 2 | - | 104,170.74 |
| 2010 | 3 | - | 108,429.17 |
| 2010 | 4 | - | 102,050.94 |
| 2010 | 5 | - | 98,434.70 |
| 2010 | 6 | - | 98,278.11 |
| 2010 | 7 | - | 99,126.85 |
| 2010 | 8 | - | 102,468.57 |
| 2010 | 9 | - | 107,159.01 |
| 2010 | 10 | - | 109,828.25 |
| 2010 | 11 | - | 113,906.98 |
| 2010 | 12 | - | 117,850.66 |
| 2011 | 1 | - | 121,563.97 |
| 2011 | 2 | - | 120,211.62 |
| 2011 | 3 | - | 122,881.50 |
| 2011 | 4 | - | 123,691.58 |
| 2011 | 5 | - | 119,161.25 |
| 2011 | 6 | - | 122,857.32 |
| 2011 | 7 | - | 110,079.36 |
| 2011 | 8 | - | 109,210.56 |
| 2011 | 9 | - | 112,507.53 |
| 2011 | 10 | - | 114,495.67 |
| 2011 | 11 | - | 116,275.80 |
| 2011 | 12 | - | 121,836.75 |
| 2012 | 1 | - | 126,908.34 |
| 2012 | 2 | - | 130,568.17 |
| 2012 | 3 | - | 130,518.28 |
| 2012 | 4 | - | 126,484.02 |
| 2012 | 5 | - | 125,026.41 |
| 2012 | 6 | - | 128,678.54 |
| 2012 | 7 | - | 133,037.78 |
| 2012 | 8 | - | 137,057.07 |
| 2012 | 9 | - | 136,759.47 |
| 2012 | 10 | - | 132,878.93 |
| 2012 | 11 | - | 135,769.76 |
| 2012 | 12 | - | 141,565.45 |
| 2013 | 1 | - | 144,868.20 |
| 2013 | 2 | - | 148,812.17 |
| 2013 | 3 | - | 150,975.59 |
| 2013 | 4 | - | 157,881.62 |
| 2013 | 5 | - | 156,116.86 |
| 2013 | 6 | - | 161,197.65 |
| 2013 | 7 | - | 161,604.72 |
| 2013 | 8 | - | 163,531.80 |
| 2013 | 9 | - | 166,994.67 |
| 2013 | 10 | - | 173,440.65 |
| 2013 | 11 | - | 176,079.83 |
| 2013 | 12 | - | 177,783.95 |
| 2014 | 1 | - | 177,552.76 |
| 2014 | 2 | - | 182,386.23 |
| 2014 | 3 | - | 182,754.14 |
| 2014 | 4 | - | 185,554.00 |
| 2014 | 5 | - | 191,484.90 |
| 2014 | 6 | - | 194,349.17 |
| 2014 | 7 | - | 193,519.39 |
| 2014 | 8 | - | 196,960.23 |
| 2014 | 9 | - | 191,747.52 |
| 2014 | 10 | - | 202,687.96 |
| 2014 | 11 | - | 203,972.78 |
| 2014 | 12 | - | 201,708.59 |
| 2015 | 1 | - | 207,411.69 |
| 2015 | 2 | - | 207,526.52 |
| 2015 | 3 | - | 209,349.45 |
| 2015 | 4 | - | 211,398.78 |
| 2015 | 5 | - | 210,478.14 |
| 2015 | 6 | - | 210,310.54 |
| 2015 | 7 | - | 205,211.78 |
| 2015 | 8 | - | 195,962.68 |
| 2015 | 9 | - | 204,422.63 |
| 2015 | 10 | - | 210,417.26 |
| 2015 | 11 | - | 208,096.42 |
| 2015 | 12 | - | 194,737.42 |
| 2016 | 1 | - | 193,666.54 |
| 2016 | 2 | - | 205,989.01 |
| 2016 | 3 | - | 211,821.10 |
| 2016 | 4 | - | 211,176.39 |
| 2016 | 5 | - | 213,428.56 |
| 2016 | 6 | - | 220,466.24 |
| 2016 | 7 | - | 223,110.20 |
| 2016 | 8 | - | 222,131.48 |
| 2016 | 9 | - | 221,007.53 |
| 2016 | 10 | - | 223,662.19 |
| 2016 | 11 | - | 232,487.82 |
| 2016 | 12 | - | 235,830.14 |
| 2017 | 1 | - | 241,906.18 |
| 2017 | 2 | - | 246,137.74 |
| 2017 | 3 | - | 245,758.68 |
| 2017 | 4 | - | 249,917.83 |
| 2017 | 5 | - | 254,357.44 |
| 2017 | 6 | - | 256,870.20 |
| 2017 | 7 | - | 257,506.74 |
| 2017 | 8 | - | 261,764.00 |
| 2017 | 9 | - | 268,922.72 |
| 2017 | 10 | - | 273,197.43 |
| 2017 | 11 | - | 281,075.04 |
| 2017 | 12 | - | 294,740.62 |
| 2018 | 1 | - | 286,232.39 |
| 2018 | 2 | - | 286,417.23 |
| 2018 | 3 | - | 281,651.33 |
| 2018 | 4 | - | 287,176.26 |
| 2018 | 5 | - | 293,244.21 |
| 2018 | 6 | - | 297,879.64 |
| 2018 | 7 | - | 305,180.09 |
| 2018 | 8 | - | 310,306.35 |
| 2018 | 9 | - | 298,362.70 |
| 2018 | 10 | - | 292,168.37 |
| 2018 | 11 | - | 275,916.46 |
| 2018 | 12 | - | 280,705.37 |
| 2019 | 1 | - | 297,067.41 |
| 2019 | 2 | - | 302,854.35 |
| 2019 | 3 | - | 314,130.28 |
| 2019 | 4 | - | 309,318.47 |
| 2019 | 5 | - | 313,663.62 |
| 2019 | 6 | - | 325,668.61 |
| 2019 | 7 | - | 315,460.80 |
| 2019 | 8 | - | 325,193.49 |
| 2019 | 9 | - | 325,225.37 |
| 2019 | 10 | - | 339,644.86 |
| 2019 | 11 | - | 348,031.78 |
| 2019 | 12 | - | 359,678.30 |
| 2020 | 1 | - | 360,117.39 |
| 2020 | 2 | - | 291,991.43 |
| 2020 | 3 | - | 304,601.41 |
| 2020 | 4 | - | 322,534.41 |
| 2020 | 5 | - | 343,525.82 |
| 2020 | 6 | - | 355,468.28 |
| 2020 | 7 | - | 376,417.82 |
| 2020 | 8 | - | 374,057.67 |
| 2020 | 9 | - | 380,513.91 |
| 2020 | 10 | - | 395,559.87 |
| 2020 | 11 | - | 412,411.04 |
| 2020 | 12 | - | 423,939.16 |
| 2021 | 1 | - | 434,501.73 |
| 2021 | 2 | - | 438,070.54 |
| 2021 | 3 | - | 464,448.90 |
| 2021 | 4 | - | 467,979.79 |
| 2021 | 5 | - | 476,452.20 |
| 2021 | 6 | - | 491,070.71 |
| 2021 | 7 | - | 501,801.40 |
| 2021 | 8 | - | 501,377.39 |
| 2021 | 9 | - | 503,644.50 |
| 2021 | 10 | - | 527,541.14 |
| 2021 | 11 | - | 528,941.25 |
| 2021 | 12 | - | 518,087.63 |
| 2022 | 1 | - | 503,049.77 |
| 2022 | 2 | - | 498,559.63 |
| 2022 | 3 | - | 499,149.44 |
| 2022 | 4 | - | 459,852.75 |
| 2022 | 5 | - | 444,358.54 |
| 2022 | 6 | - | 446,423.41 |
| 2022 | 7 | - | 475,206.08 |
| 2022 | 8 | - | 440,623.42 |
| 2022 | 9 | - | 427,002.97 |
| 2022 | 10 | - | 449,570.48 |
| 2022 | 11 | - | 449,619.21 |
| 2022 | 12 | - | 455,808.02 |
| 2023 | 1 | - | 470,152.17 |
| 2023 | 2 | - | 457,996.72 |
| 2023 | 3 | - | 476,299.29 |
| 2023 | 4 | - | 479,812.92 |
| 2023 | 5 | - | 503,526.18 |
| 2023 | 6 | - | 523,043.06 |
| 2023 | 7 | - | 517,824.99 |
| 2023 | 8 | - | 512,887.13 |
| 2023 | 9 | - | 497,309.15 |
| 2023 | 10 | - | 520,193.94 |
| 2023 | 11 | - | 547,115.26 |
| 2023 | 12 | - | 563,046.36 |
| 2024 | 1 | - | 586,690.21 |
| 2024 | 2 | - | 605,946.09 |
| 2024 | 3 | - | 599,831.31 |
| 2024 | 4 | - | 614,927.35 |
| 2024 | 5 | - | 636,760.86 |
| 2024 | 6 | - | 651,913.61 |
| 2024 | 7 | - | 645,586.07 |
| 2024 | 8 | - | 663,159.63 |
| 2024 | 9 | - | 684,061.67 |
| 2024 | 10 | - | 701,038.61 |
| 2024 | 11 | - | 711,346.13 |
| 2024 | 12 | - | 708,368.98 |
| 2025 | 1 | - | 716,122.22 |
| 2025 | 2 | - | 674,806.08 |
| 2025 | 3 | - | 638,223.25 |
| 2025 | 4 | - | 691,449.50 |
| 2025 | 5 | - | 718,275.44 |
| 2025 | 6 | - | 750,793.74 |
| 2025 | 7 | - | 764,974.77 |
| 2025 | 8 | - | 786,647.90 |
| 2025 | 9 | - | 805,551.01 |
| 2025 | 10 | - | 806,955.80 |
| 2025 | 11 | - | 821,165.94 |
| 2025 | 12 | - | 822,606.39 |
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 | $86.12 |
|
End Value
Average monthly close | $5,979.52 |
| Change in price |
+6,843.24%
+7.32% / yr |
| Change incl. dividends |
+42,536.59%
+10.44% / yr |
| Change incl. dividends, inflation-adjusted |
+4,083.30%
+6.31% / yr |
|
Final amount, nominal ($2000 base) | $852,731.88 |
|
Final amount, inflation-adjusted ($2000 base) | $83,665.94 |