If you invested $2500 in the S&P 500 at the beginning of 1969, you would have about $543,866.35 at the end of 2023, assuming you reinvested all dividends. This is a return on investment of 21,654.65%, or 10.28% per year.
This lump-sum investment beats inflation during this period for an inflation-adjusted return of about 2,520.25% cumulatively, or 6.12% per year.
If you used dollar-cost averaging (monthly) instead of a lump-sum investment, you'd have $596,420.71.
The graph below shows the performance of $2500 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 $2500 is $541,366.35, or 21,654.65%. This means by 2023 you would have $543,866.35 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 1969 was 36.700 and the CPI in 2023 was 304.702.
The ratio between these CPIs describes how relative buying power of a dollar has changed over 54 years.
Adjusted for inflation, the $543,866.35 nominal end value of the original $2500 investment would have a real return of roughly $63,006.25 in 1969 dollars. This means the inflation-adjusted return is 2,520.25% as opposed to the original 21,654.65%.
For more information on inflation, see our U.S. inflation calculator for 1969.
The table below shows the full dataset pertaining to a $2500 investment, including gains and losses over the 660-month period between 1969 and 2023.
Note that data shown is the monthly average closing price. Returns include dividends.
| Year | Month | Return (%) | Amount ($) | CPI |
|---|---|---|---|---|
| 1969 | 1 | -0.24% | 2,494.04 | 35.60 |
| 1969 | 2 | -1.91% | 2,446.31 | 35.80 |
| 1969 | 3 | 2.27% | 2,501.94 | 36.10 |
| 1969 | 4 | 3.51% | 2,589.85 | 36.30 |
| 1969 | 5 | -4.97% | 2,461.10 | 36.40 |
| 1969 | 6 | -4.21% | 2,357.60 | 36.60 |
| 1969 | 7 | -0.28% | 2,350.91 | 36.80 |
| 1969 | 8 | 0.63% | 2,365.69 | 37.00 |
| 1969 | 9 | 1.35% | 2,397.54 | 37.10 |
| 1969 | 10 | 1.00% | 2,421.46 | 37.30 |
| 1969 | 11 | -5.03% | 2,299.72 | 37.50 |
| 1969 | 12 | -0.59% | 2,286.17 | 37.70 |
| 1970 | 1 | -3.20% | 2,213.10 | 37.80 |
| 1970 | 2 | 2.01% | 2,257.64 | 38.00 |
| 1970 | 3 | -2.75% | 2,195.60 | 38.20 |
| 1970 | 4 | -11.20% | 1,949.72 | 38.50 |
| 1970 | 5 | -0.27% | 1,944.46 | 38.60 |
| 1970 | 6 | 0.52% | 1,954.62 | 38.80 |
| 1970 | 7 | 3.26% | 2,018.25 | 39.00 |
| 1970 | 8 | 6.32% | 2,145.83 | 39.00 |
| 1970 | 9 | 2.49% | 2,199.25 | 39.20 |
| 1970 | 10 | 0.21% | 2,203.80 | 39.40 |
| 1970 | 11 | 7.16% | 2,361.56 | 39.60 |
| 1970 | 12 | 4.11% | 2,458.63 | 39.80 |
| 1971 | 1 | 4.15% | 2,560.69 | 39.80 |
| 1971 | 2 | 2.83% | 2,633.21 | 39.90 |
| 1971 | 3 | 3.67% | 2,729.95 | 40.00 |
| 1971 | 4 | -1.11% | 2,699.70 | 40.10 |
| 1971 | 5 | -1.60% | 2,656.62 | 40.30 |
| 1971 | 6 | -0.46% | 2,644.32 | 40.60 |
| 1971 | 7 | -1.52% | 2,604.20 | 40.70 |
| 1971 | 8 | 2.49% | 2,668.96 | 40.80 |
| 1971 | 9 | -1.86% | 2,619.21 | 40.80 |
| 1971 | 10 | -4.37% | 2,504.71 | 40.90 |
| 1971 | 11 | 7.16% | 2,684.14 | 40.90 |
| 1971 | 12 | 4.42% | 2,802.85 | 41.10 |
| 1972 | 1 | 2.09% | 2,861.34 | 41.10 |
| 1972 | 2 | 2.62% | 2,936.30 | 41.30 |
| 1972 | 3 | 1.26% | 2,973.27 | 41.40 |
| 1972 | 4 | -0.78% | 2,950.20 | 41.50 |
| 1972 | 5 | 0.52% | 2,965.42 | 41.60 |
| 1972 | 6 | -0.50% | 2,950.48 | 41.70 |
| 1972 | 7 | 3.78% | 3,062.12 | 41.90 |
| 1972 | 8 | -1.21% | 3,025.05 | 42.00 |
| 1972 | 9 | 0.42% | 3,037.68 | 42.10 |
| 1972 | 10 | 5.25% | 3,197.28 | 42.30 |
| 1972 | 11 | 2.31% | 3,271.19 | 42.40 |
| 1972 | 12 | 0.99% | 3,303.55 | 42.50 |
| 1973 | 1 | -3.33% | 3,193.71 | 42.60 |
| 1973 | 2 | -1.35% | 3,150.74 | 42.90 |
| 1973 | 3 | -1.63% | 3,099.28 | 43.30 |
| 1973 | 4 | -2.57% | 3,019.64 | 43.60 |
| 1973 | 5 | -1.99% | 2,959.55 | 43.90 |
| 1973 | 6 | 1.21% | 2,995.37 | 44.20 |
| 1973 | 7 | -1.64% | 2,946.38 | 44.30 |
| 1973 | 8 | 2.00% | 3,005.17 | 45.10 |
| 1973 | 9 | 4.24% | 3,132.45 | 45.20 |
| 1973 | 10 | -6.85% | 2,917.79 | 45.60 |
| 1973 | 11 | -6.81% | 2,719.22 | 45.90 |
| 1973 | 12 | 1.70% | 2,765.46 | 46.20 |
| 1974 | 1 | -2.47% | 2,697.08 | 46.60 |
| 1974 | 2 | 4.57% | 2,820.46 | 47.20 |
| 1974 | 3 | -4.82% | 2,684.61 | 47.80 |
| 1974 | 4 | -2.71% | 2,611.97 | 48.00 |
| 1974 | 5 | 0.46% | 2,623.91 | 48.60 |
| 1974 | 6 | -11.35% | 2,326.18 | 49.00 |
| 1974 | 7 | -3.76% | 2,238.61 | 49.40 |
| 1974 | 8 | -10.01% | 2,014.44 | 50.00 |
| 1974 | 9 | 2.38% | 2,062.32 | 50.60 |
| 1974 | 10 | 3.74% | 2,139.52 | 51.10 |
| 1974 | 11 | -6.09% | 2,009.19 | 51.50 |
| 1974 | 12 | 8.63% | 2,182.64 | 51.90 |
| 1975 | 1 | 10.81% | 2,418.53 | 52.10 |
| 1975 | 2 | 4.97% | 2,538.82 | 52.50 |
| 1975 | 3 | 1.49% | 2,576.57 | 52.70 |
| 1975 | 4 | 6.71% | 2,749.52 | 52.90 |
| 1975 | 5 | 2.89% | 2,829.11 | 53.20 |
| 1975 | 6 | 0.43% | 2,841.33 | 53.60 |
| 1975 | 7 | -7.00% | 2,642.55 | 54.20 |
| 1975 | 8 | -0.85% | 2,620.01 | 54.30 |
| 1975 | 9 | 4.97% | 2,750.26 | 54.60 |
| 1975 | 10 | 2.04% | 2,806.41 | 54.90 |
| 1975 | 11 | -1.18% | 2,773.31 | 55.30 |
| 1975 | 12 | 9.55% | 3,038.03 | 55.50 |
| 1976 | 1 | 4.18% | 3,164.96 | 55.60 |
| 1976 | 2 | 0.80% | 3,190.36 | 55.80 |
| 1976 | 3 | 1.10% | 3,225.31 | 55.90 |
| 1976 | 4 | -0.38% | 3,212.94 | 56.10 |
| 1976 | 5 | 0.90% | 3,241.88 | 56.50 |
| 1976 | 6 | 2.67% | 3,328.29 | 56.80 |
| 1976 | 7 | -0.56% | 3,309.63 | 57.10 |
| 1976 | 8 | 2.44% | 3,390.31 | 57.40 |
| 1976 | 9 | -3.11% | 3,284.94 | 57.60 |
| 1976 | 10 | -0.37% | 3,272.89 | 57.90 |
| 1976 | 11 | 3.79% | 3,396.82 | 58.00 |
| 1976 | 12 | -0.54% | 3,378.57 | 58.20 |
| 1977 | 1 | -2.37% | 3,298.55 | 58.50 |
| 1977 | 2 | -0.05% | 3,296.76 | 59.10 |
| 1977 | 3 | -1.19% | 3,257.41 | 59.50 |
| 1977 | 4 | 0.06% | 3,259.51 | 60.00 |
| 1977 | 5 | 0.90% | 3,288.83 | 60.30 |
| 1977 | 6 | 1.28% | 3,331.01 | 60.70 |
| 1977 | 7 | -2.08% | 3,261.77 | 61.00 |
| 1977 | 8 | -1.18% | 3,223.44 | 61.20 |
| 1977 | 9 | -2.20% | 3,152.59 | 61.40 |
| 1977 | 10 | 0.98% | 3,183.52 | 61.60 |
| 1977 | 11 | -0.08% | 3,180.97 | 61.90 |
| 1977 | 12 | -3.39% | 3,073.12 | 62.10 |
| 1978 | 1 | -0.97% | 3,043.25 | 62.50 |
| 1978 | 2 | 0.27% | 3,051.34 | 62.90 |
| 1978 | 3 | 4.83% | 3,198.72 | 63.40 |
| 1978 | 4 | 5.50% | 3,374.78 | 63.90 |
| 1978 | 5 | 0.67% | 3,397.52 | 64.50 |
| 1978 | 6 | -0.06% | 3,395.40 | 65.20 |
| 1978 | 7 | 7.33% | 3,644.22 | 65.70 |
| 1978 | 8 | 0.40% | 3,658.78 | 66.00 |
| 1978 | 9 | -2.77% | 3,557.31 | 66.50 |
| 1978 | 10 | -5.44% | 3,363.87 | 67.10 |
| 1978 | 11 | 1.92% | 3,428.56 | 67.40 |
| 1978 | 12 | 4.19% | 3,572.05 | 67.70 |
| 1979 | 1 | -1.06% | 3,534.30 | 68.30 |
| 1979 | 2 | 2.34% | 3,617.04 | 69.10 |
| 1979 | 3 | 2.43% | 3,704.97 | 69.80 |
| 1979 | 4 | -1.89% | 3,634.83 | 70.60 |
| 1979 | 5 | 2.42% | 3,722.71 | 71.50 |
| 1979 | 6 | 1.42% | 3,775.60 | 72.30 |
| 1979 | 7 | 5.01% | 3,964.92 | 73.10 |
| 1979 | 8 | 1.54% | 4,026.00 | 73.80 |
| 1979 | 9 | -3.35% | 3,891.03 | 74.60 |
| 1979 | 10 | -0.32% | 3,878.48 | 75.20 |
| 1979 | 11 | 4.40% | 4,049.29 | 75.90 |
| 1979 | 12 | 3.31% | 4,183.42 | 76.70 |
| 1980 | 1 | 4.40% | 4,367.32 | 77.80 |
| 1980 | 2 | -8.78% | 3,983.96 | 78.90 |
| 1980 | 3 | -1.16% | 3,937.67 | 80.10 |
| 1980 | 4 | 5.04% | 4,135.97 | 81.00 |
| 1980 | 5 | 6.86% | 4,419.81 | 81.80 |
| 1980 | 6 | 4.97% | 4,639.45 | 82.70 |
| 1980 | 7 | 3.50% | 4,802.05 | 82.70 |
| 1980 | 8 | 2.84% | 4,938.23 | 83.30 |
| 1980 | 9 | 3.32% | 5,102.41 | 84.00 |
| 1980 | 10 | 4.61% | 5,337.87 | 84.80 |
| 1980 | 11 | -1.24% | 5,271.43 | 85.50 |
| 1980 | 12 | 0.01% | 5,271.96 | 86.30 |
| 1981 | 1 | -3.07% | 5,110.10 | 87.00 |
| 1981 | 2 | 4.14% | 5,321.82 | 87.90 |
| 1981 | 3 | 1.29% | 5,390.68 | 88.50 |
| 1981 | 4 | -1.62% | 5,303.50 | 89.10 |
| 1981 | 5 | 0.86% | 5,348.98 | 89.80 |
| 1981 | 6 | -2.02% | 5,241.13 | 90.60 |
| 1981 | 7 | 0.80% | 5,283.19 | 91.60 |
| 1981 | 8 | -8.30% | 4,844.55 | 92.30 |
| 1981 | 9 | 1.73% | 4,928.22 | 93.20 |
| 1981 | 10 | 3.04% | 5,078.23 | 93.40 |
| 1981 | 11 | 1.18% | 5,138.12 | 93.70 |
| 1981 | 12 | -4.80% | 4,891.28 | 94.00 |
| 1982 | 1 | -1.91% | 4,797.66 | 94.30 |
| 1982 | 2 | -2.74% | 4,665.99 | 94.60 |
| 1982 | 3 | 5.47% | 4,921.18 | 94.50 |
| 1982 | 4 | 0.57% | 4,949.22 | 94.90 |
| 1982 | 5 | -5.27% | 4,688.36 | 95.80 |
| 1982 | 6 | 0.24% | 4,699.80 | 97.00 |
| 1982 | 7 | 0.79% | 4,737.11 | 97.50 |
| 1982 | 8 | 12.10% | 5,310.13 | 97.70 |
| 1982 | 9 | 8.88% | 5,781.74 | 97.90 |
| 1982 | 10 | 4.50% | 6,041.92 | 98.20 |
| 1982 | 11 | 1.36% | 6,123.82 | 98.00 |
| 1982 | 12 | 3.93% | 6,364.22 | 97.60 |
| 1983 | 1 | 2.13% | 6,499.78 | 97.80 |
| 1983 | 2 | 3.87% | 6,751.04 | 97.90 |
| 1983 | 3 | 4.20% | 7,034.40 | 97.90 |
| 1983 | 4 | 4.42% | 7,345.61 | 98.60 |
| 1983 | 5 | 1.75% | 7,474.41 | 99.20 |
| 1983 | 6 | 0.71% | 7,527.34 | 99.50 |
| 1983 | 7 | -2.41% | 7,346.14 | 99.90 |
| 1983 | 8 | 3.31% | 7,589.58 | 100.20 |
| 1983 | 9 | 0.65% | 7,638.76 | 100.70 |
| 1983 | 10 | -1.14% | 7,551.57 | 101.00 |
| 1983 | 11 | -0.13% | 7,541.89 | 101.20 |
| 1983 | 12 | 1.58% | 7,660.75 | 101.30 |
| 1984 | 1 | -5.11% | 7,269.12 | 101.90 |
| 1984 | 2 | 0.44% | 7,301.27 | 102.40 |
| 1984 | 3 | 0.51% | 7,338.30 | 102.60 |
| 1984 | 4 | -0.25% | 7,319.77 | 103.10 |
| 1984 | 5 | -1.85% | 7,184.48 | 103.40 |
| 1984 | 6 | -0.91% | 7,119.21 | 103.70 |
| 1984 | 7 | 9.21% | 7,774.65 | 104.10 |
| 1984 | 8 | 1.41% | 7,884.03 | 104.50 |
| 1984 | 9 | -0.41% | 7,851.52 | 105.00 |
| 1984 | 10 | 1.29% | 7,952.48 | 105.30 |
| 1984 | 11 | -0.71% | 7,896.21 | 105.30 |
| 1984 | 12 | 4.70% | 8,267.14 | 105.30 |
| 1985 | 1 | 5.79% | 8,745.59 | 105.50 |
| 1985 | 2 | -0.48% | 8,703.76 | 106.00 |
| 1985 | 3 | 1.02% | 8,792.95 | 106.40 |
| 1985 | 4 | 2.74% | 9,033.49 | 106.90 |
| 1985 | 5 | 2.51% | 9,260.32 | 107.30 |
| 1985 | 6 | 2.25% | 9,468.42 | 107.60 |
| 1985 | 7 | -1.85% | 9,293.70 | 107.80 |
| 1985 | 8 | -1.88% | 9,118.51 | 108.00 |
| 1985 | 9 | 1.50% | 9,254.89 | 108.30 |
| 1985 | 10 | 6.42% | 9,849.10 | 108.70 |
| 1985 | 11 | 5.29% | 10,370.56 | 109.00 |
| 1985 | 12 | 0.75% | 10,448.52 | 109.30 |
| 1986 | 1 | 5.70% | 11,043.79 | 109.60 |
| 1986 | 2 | 6.18% | 11,726.61 | 109.30 |
| 1986 | 3 | 2.74% | 12,048.08 | 108.80 |
| 1986 | 4 | 0.49% | 12,107.34 | 108.60 |
| 1986 | 5 | 3.13% | 12,486.69 | 108.90 |
| 1986 | 6 | -1.80% | 12,261.44 | 109.50 |
| 1986 | 7 | 2.28% | 12,541.11 | 109.50 |
| 1986 | 8 | -2.46% | 12,233.07 | 109.70 |
| 1986 | 9 | -0.09% | 12,222.07 | 110.20 |
| 1986 | 10 | 3.53% | 12,653.87 | 110.30 |
| 1986 | 11 | 1.71% | 12,870.12 | 110.40 |
| 1986 | 12 | 6.67% | 13,728.99 | 110.50 |
| 1987 | 1 | 6.46% | 14,616.14 | 111.20 |
| 1987 | 2 | 4.38% | 15,255.81 | 111.60 |
| 1987 | 3 | -0.86% | 15,125.15 | 112.10 |
| 1987 | 4 | 0.17% | 15,151.29 | 112.70 |
| 1987 | 5 | 4.50% | 15,832.87 | 113.10 |
| 1987 | 6 | 3.12% | 16,327.18 | 113.50 |
| 1987 | 7 | 6.45% | 17,380.94 | 113.80 |
| 1987 | 8 | -3.03% | 16,854.23 | 114.40 |
| 1987 | 9 | -11.85% | 14,856.34 | 115.00 |
| 1987 | 10 | -12.30% | 13,028.51 | 115.30 |
| 1987 | 11 | -1.33% | 12,854.62 | 115.40 |
| 1987 | 12 | 4.25% | 13,400.49 | 115.40 |
| 1988 | 1 | 3.33% | 13,846.54 | 115.70 |
| 1988 | 2 | 3.23% | 14,294.07 | 116.00 |
| 1988 | 3 | -0.89% | 14,167.42 | 116.50 |
| 1988 | 4 | -2.19% | 13,857.40 | 117.10 |
| 1988 | 5 | 6.00% | 14,688.59 | 117.50 |
| 1988 | 6 | -0.31% | 14,643.51 | 118.00 |
| 1988 | 7 | -1.72% | 14,391.86 | 118.50 |
| 1988 | 8 | 1.93% | 14,669.22 | 119.00 |
| 1988 | 9 | 3.80% | 15,226.88 | 119.80 |
| 1988 | 10 | -2.02% | 14,919.26 | 120.20 |
| 1988 | 11 | 2.33% | 15,266.28 | 120.30 |
| 1988 | 12 | 3.51% | 15,802.53 | 120.50 |
| 1989 | 1 | 3.30% | 16,323.99 | 121.10 |
| 1989 | 2 | -0.16% | 16,297.60 | 121.60 |
| 1989 | 3 | 3.56% | 16,878.58 | 122.30 |
| 1989 | 4 | 4.12% | 17,573.18 | 123.10 |
| 1989 | 5 | 3.39% | 18,169.37 | 123.80 |
| 1989 | 6 | 2.80% | 18,678.15 | 124.10 |
| 1989 | 7 | 4.69% | 19,554.29 | 124.40 |
| 1989 | 8 | 0.46% | 19,643.37 | 124.60 |
| 1989 | 9 | 0.29% | 19,699.60 | 125.00 |
| 1989 | 10 | -1.81% | 19,342.34 | 125.60 |
| 1989 | 11 | 2.74% | 19,871.68 | 125.90 |
| 1989 | 12 | -2.21% | 19,432.28 | 126.10 |
| 1990 | 1 | -2.53% | 18,941.19 | 127.40 |
| 1990 | 2 | 2.71% | 19,453.96 | 128.00 |
| 1990 | 3 | 0.20% | 19,492.08 | 128.70 |
| 1990 | 4 | 3.85% | 20,242.71 | 128.90 |
| 1990 | 5 | 3.17% | 20,884.39 | 129.20 |
| 1990 | 6 | 0.17% | 20,919.84 | 129.90 |
| 1990 | 7 | -7.86% | 19,275.28 | 130.40 |
| 1990 | 8 | -4.34% | 18,438.53 | 131.60 |
| 1990 | 9 | -2.32% | 18,011.54 | 132.70 |
| 1990 | 10 | 2.98% | 18,548.97 | 133.50 |
| 1990 | 11 | 4.59% | 19,399.74 | 133.80 |
| 1990 | 12 | -0.69% | 19,266.81 | 133.80 |
| 1991 | 1 | 11.61% | 21,503.07 | 134.60 |
| 1991 | 2 | 3.04% | 22,157.76 | 134.80 |
| 1991 | 3 | 2.26% | 22,658.26 | 135.00 |
| 1991 | 4 | -0.18% | 22,617.73 | 135.20 |
| 1991 | 5 | 0.35% | 22,696.22 | 135.60 |
| 1991 | 6 | 0.78% | 22,873.36 | 136.00 |
| 1991 | 7 | 2.68% | 23,486.12 | 136.20 |
| 1991 | 8 | -0.30% | 23,414.93 | 136.60 |
| 1991 | 9 | 0.18% | 23,457.47 | 137.20 |
| 1991 | 10 | 0.02% | 23,461.17 | 137.40 |
| 1991 | 11 | 0.94% | 23,680.57 | 137.80 |
| 1991 | 12 | 7.36% | 25,422.99 | 137.90 |
| 1992 | 1 | -0.60% | 25,270.24 | 138.10 |
| 1992 | 2 | -1.01% | 25,014.41 | 138.60 |
| 1992 | 3 | 0.26% | 25,080.52 | 139.30 |
| 1992 | 4 | 2.07% | 25,599.27 | 139.50 |
| 1992 | 5 | -1.33% | 25,259.03 | 139.70 |
| 1992 | 6 | 1.91% | 25,742.01 | 140.20 |
| 1992 | 7 | 0.94% | 25,984.43 | 140.50 |
| 1992 | 8 | 0.38% | 26,082.70 | 140.90 |
| 1992 | 9 | -1.18% | 25,774.39 | 141.30 |
| 1992 | 10 | 2.76% | 26,484.96 | 141.80 |
| 1992 | 11 | 3.27% | 27,351.34 | 142.00 |
| 1992 | 12 | 0.14% | 27,390.42 | 141.90 |
| 1993 | 1 | 1.72% | 27,862.70 | 142.60 |
| 1993 | 2 | 2.15% | 28,461.79 | 143.10 |
| 1993 | 3 | -1.34% | 28,079.91 | 143.60 |
| 1993 | 4 | 0.72% | 28,283.41 | 144.00 |
| 1993 | 5 | 0.87% | 28,528.11 | 144.20 |
| 1993 | 6 | 0.06% | 28,545.52 | 144.40 |
| 1993 | 7 | 1.76% | 29,048.62 | 144.40 |
| 1993 | 8 | 1.35% | 29,442.22 | 144.80 |
| 1993 | 9 | 1.24% | 29,807.87 | 145.10 |
| 1993 | 10 | 0.01% | 29,810.12 | 145.70 |
| 1993 | 11 | 0.89% | 30,074.58 | 145.80 |
| 1993 | 12 | 1.74% | 30,596.64 | 145.80 |
| 1994 | 1 | -0.08% | 30,573.48 | 146.20 |
| 1994 | 2 | -1.42% | 30,138.17 | 146.70 |
| 1994 | 3 | -3.35% | 29,129.63 | 147.20 |
| 1994 | 4 | 1.06% | 29,437.90 | 147.40 |
| 1994 | 5 | 1.11% | 29,764.09 | 147.50 |
| 1994 | 6 | -0.52% | 29,609.66 | 148.00 |
| 1994 | 7 | 3.08% | 30,522.25 | 148.40 |
| 1994 | 8 | 0.82% | 30,771.76 | 149.00 |
| 1994 | 9 | -0.44% | 30,635.13 | 149.40 |
| 1994 | 10 | -0.37% | 30,521.81 | 149.50 |
| 1994 | 11 | -1.03% | 30,208.75 | 149.70 |
| 1994 | 12 | 2.45% | 30,949.22 | 149.70 |
| 1995 | 1 | 3.82% | 32,131.20 | 150.30 |
| 1995 | 2 | 2.56% | 32,953.17 | 150.90 |
| 1995 | 3 | 3.22% | 34,012.80 | 151.40 |
| 1995 | 4 | 3.35% | 35,151.46 | 151.90 |
| 1995 | 5 | 3.18% | 36,268.73 | 152.20 |
| 1995 | 6 | 3.55% | 37,555.35 | 152.50 |
| 1995 | 7 | 0.51% | 37,748.06 | 152.50 |
| 1995 | 8 | 3.72% | 39,151.40 | 152.90 |
| 1995 | 9 | 0.91% | 39,508.69 | 153.20 |
| 1995 | 10 | 2.36% | 40,440.45 | 153.70 |
| 1995 | 11 | 3.39% | 41,811.04 | 153.60 |
| 1995 | 12 | 0.16% | 41,879.01 | 153.50 |
| 1996 | 1 | 5.90% | 44,351.71 | 154.40 |
| 1996 | 2 | -0.20% | 44,262.70 | 154.90 |
| 1996 | 3 | 0.20% | 44,349.92 | 155.70 |
| 1996 | 4 | 2.35% | 45,394.28 | 156.30 |
| 1996 | 5 | 1.28% | 45,974.69 | 156.60 |
| 1996 | 6 | -3.48% | 44,376.35 | 156.70 |
| 1996 | 7 | 3.08% | 45,741.26 | 157.00 |
| 1996 | 8 | 2.02% | 46,666.93 | 157.30 |
| 1996 | 9 | 4.12% | 48,589.38 | 157.80 |
| 1996 | 10 | 5.05% | 51,044.15 | 158.30 |
| 1996 | 11 | 1.20% | 51,655.78 | 158.60 |
| 1996 | 12 | 3.26% | 53,338.48 | 158.60 |
| 1997 | 1 | 4.36% | 55,664.66 | 159.10 |
| 1997 | 2 | -0.62% | 55,317.49 | 159.60 |
| 1997 | 3 | -3.41% | 53,433.79 | 160.00 |
| 1997 | 4 | 9.22% | 58,359.23 | 160.20 |
| 1997 | 5 | 5.34% | 61,473.76 | 160.10 |
| 1997 | 6 | 5.74% | 64,999.85 | 160.30 |
| 1997 | 7 | 0.35% | 65,225.91 | 160.50 |
| 1997 | 8 | 1.19% | 66,003.41 | 160.80 |
| 1997 | 9 | 1.65% | 67,089.41 | 161.20 |
| 1997 | 10 | -1.15% | 66,316.51 | 161.60 |
| 1997 | 11 | 2.63% | 68,063.70 | 161.50 |
| 1997 | 12 | 0.24% | 68,225.07 | 161.30 |
| 1998 | 1 | 6.40% | 72,592.95 | 161.60 |
| 1998 | 2 | 5.31% | 76,449.72 | 161.90 |
| 1998 | 3 | 3.41% | 79,053.35 | 162.20 |
| 1998 | 4 | -0.22% | 78,877.96 | 162.50 |
| 1998 | 5 | 0.12% | 78,969.82 | 162.80 |
| 1998 | 6 | 4.47% | 82,497.93 | 163.00 |
| 1998 | 7 | -6.97% | 76,746.99 | 163.20 |
| 1998 | 8 | -4.90% | 72,987.58 | 163.40 |
| 1998 | 9 | 1.29% | 73,929.75 | 163.60 |
| 1998 | 10 | 10.97% | 82,043.08 | 164.00 |
| 1998 | 11 | 4.10% | 85,410.21 | 164.00 |
| 1998 | 12 | 5.05% | 89,721.45 | 163.90 |
| 1999 | 1 | -0.07% | 89,661.60 | 164.30 |
| 1999 | 2 | 2.92% | 92,282.87 | 164.50 |
| 1999 | 3 | 4.25% | 96,204.91 | 165.00 |
| 1999 | 4 | -0.10% | 96,109.83 | 166.20 |
| 1999 | 5 | -0.61% | 95,521.86 | 166.20 |
| 1999 | 6 | 4.52% | 99,841.73 | 166.20 |
| 1999 | 7 | -3.77% | 96,073.32 | 166.70 |
| 1999 | 8 | -0.60% | 95,498.78 | 167.10 |
| 1999 | 9 | -1.27% | 94,283.59 | 167.90 |
| 1999 | 10 | 7.11% | 100,983.33 | 168.20 |
| 1999 | 11 | 2.81% | 103,819.68 | 168.30 |
| 1999 | 12 | -0.12% | 103,696.21 | 168.30 |
| 2000 | 1 | -2.48% | 101,126.53 | 168.80 |
| 2000 | 2 | 3.94% | 105,111.88 | 169.80 |
| 2000 | 3 | 1.42% | 106,609.38 | 171.20 |
| 2000 | 4 | -2.84% | 103,582.96 | 171.30 |
| 2000 | 5 | 3.16% | 106,859.78 | 171.50 |
| 2000 | 6 | 0.85% | 107,768.46 | 172.40 |
| 2000 | 7 | 0.94% | 108,781.17 | 172.80 |
| 2000 | 8 | -1.08% | 107,606.71 | 172.80 |
| 2000 | 9 | -5.21% | 101,995.85 | 173.70 |
| 2000 | 10 | -0.77% | 101,207.87 | 174.00 |
| 2000 | 11 | -3.32% | 97,847.69 | 174.10 |
| 2000 | 12 | 0.46% | 98,292.91 | 174.00 |
| 2001 | 1 | -2.14% | 96,193.12 | 175.10 |
| 2001 | 2 | -9.08% | 87,458.87 | 175.80 |
| 2001 | 3 | 0.45% | 87,851.30 | 176.20 |
| 2001 | 4 | 6.88% | 93,894.88 | 176.90 |
| 2001 | 5 | -2.39% | 91,652.06 | 177.70 |
| 2001 | 6 | -2.66% | 89,213.90 | 178.00 |
| 2001 | 7 | -2.05% | 87,388.73 | 177.50 |
| 2001 | 8 | -11.25% | 77,559.84 | 177.50 |
| 2001 | 9 | 3.18% | 80,029.37 | 178.30 |
| 2001 | 10 | 5.05% | 84,073.37 | 177.70 |
| 2001 | 11 | 1.47% | 85,305.92 | 177.40 |
| 2001 | 12 | -0.30% | 85,051.98 | 176.70 |
| 2002 | 1 | -3.35% | 82,200.38 | 177.10 |
| 2002 | 2 | 4.95% | 86,265.41 | 177.80 |
| 2002 | 3 | -3.51% | 83,233.67 | 178.80 |
| 2002 | 4 | -2.82% | 80,886.17 | 179.80 |
| 2002 | 5 | -5.92% | 76,096.94 | 179.80 |
| 2002 | 6 | -10.76% | 67,910.05 | 179.90 |
| 2002 | 7 | 1.14% | 68,683.40 | 180.10 |
| 2002 | 8 | -4.76% | 65,415.63 | 180.70 |
| 2002 | 9 | -1.37% | 64,521.37 | 181.00 |
| 2002 | 10 | 6.63% | 68,796.29 | 181.30 |
| 2002 | 11 | -1.04% | 68,084.20 | 181.30 |
| 2002 | 12 | -0.22% | 67,932.70 | 180.90 |
| 2003 | 1 | -6.41% | 63,574.93 | 181.70 |
| 2003 | 2 | 1.31% | 64,406.43 | 183.10 |
| 2003 | 3 | 5.29% | 67,810.86 | 184.20 |
| 2003 | 4 | 5.31% | 71,413.12 | 183.80 |
| 2003 | 5 | 5.70% | 75,486.65 | 183.50 |
| 2003 | 6 | 0.60% | 75,936.48 | 183.70 |
| 2003 | 7 | -0.17% | 75,810.18 | 183.90 |
| 2003 | 8 | 3.16% | 78,206.67 | 184.60 |
| 2003 | 9 | 2.03% | 79,792.57 | 185.20 |
| 2003 | 10 | 1.21% | 80,758.53 | 185.00 |
| 2003 | 11 | 3.06% | 83,232.82 | 184.50 |
| 2003 | 12 | 4.93% | 87,340.32 | 184.30 |
| 2004 | 1 | 1.09% | 88,289.42 | 185.20 |
| 2004 | 2 | -1.57% | 86,907.52 | 186.20 |
| 2004 | 3 | 0.97% | 87,748.90 | 187.40 |
| 2004 | 4 | -2.56% | 85,498.80 | 188.00 |
| 2004 | 5 | 2.86% | 87,942.07 | 189.10 |
| 2004 | 6 | -2.24% | 85,973.25 | 189.70 |
| 2004 | 7 | -1.39% | 84,780.31 | 189.40 |
| 2004 | 8 | 2.78% | 87,139.42 | 189.50 |
| 2004 | 9 | 0.10% | 87,228.82 | 189.90 |
| 2004 | 10 | 4.77% | 91,393.04 | 190.90 |
| 2004 | 11 | 2.73% | 93,885.74 | 191.00 |
| 2004 | 12 | -1.35% | 92,619.01 | 190.30 |
| 2005 | 1 | 1.68% | 94,176.13 | 190.70 |
| 2005 | 2 | -0.26% | 93,935.42 | 191.80 |
| 2005 | 3 | -2.41% | 91,672.59 | 193.30 |
| 2005 | 4 | 1.34% | 92,897.22 | 194.60 |
| 2005 | 5 | 2.18% | 94,923.03 | 194.40 |
| 2005 | 6 | 1.81% | 96,639.04 | 194.50 |
| 2005 | 7 | 0.31% | 96,938.64 | 195.40 |
| 2005 | 8 | 0.28% | 97,209.77 | 196.40 |
| 2005 | 9 | -2.62% | 94,658.77 | 198.80 |
| 2005 | 10 | 3.96% | 98,408.72 | 199.20 |
| 2005 | 11 | 2.14% | 100,518.73 | 197.60 |
| 2005 | 12 | 1.47% | 101,993.11 | 196.80 |
| 2006 | 1 | -0.02% | 101,976.13 | 198.30 |
| 2006 | 2 | 1.49% | 103,491.64 | 198.70 |
| 2006 | 3 | 0.80% | 104,317.85 | 199.80 |
| 2006 | 4 | -0.79% | 103,497.25 | 201.50 |
| 2006 | 5 | -2.71% | 100,696.82 | 202.50 |
| 2006 | 6 | 0.72% | 101,421.88 | 202.90 |
| 2006 | 7 | 2.29% | 103,746.23 | 203.50 |
| 2006 | 8 | 2.53% | 106,372.22 | 203.90 |
| 2006 | 9 | 3.62% | 110,218.55 | 202.90 |
| 2006 | 10 | 2.00% | 112,424.73 | 201.80 |
| 2006 | 11 | 2.15% | 114,839.92 | 201.50 |
| 2006 | 12 | 0.69% | 115,635.56 | 201.80 |
| 2007 | 1 | 1.60% | 117,481.16 | 202.42 |
| 2007 | 2 | -2.47% | 114,574.80 | 203.50 |
| 2007 | 3 | 4.18% | 119,364.32 | 205.35 |
| 2007 | 4 | 3.39% | 123,412.87 | 206.69 |
| 2007 | 5 | 0.34% | 123,838.52 | 207.95 |
| 2007 | 6 | 0.57% | 124,550.12 | 208.35 |
| 2007 | 7 | -4.20% | 119,317.64 | 208.30 |
| 2007 | 8 | 3.07% | 122,986.35 | 207.92 |
| 2007 | 9 | 2.99% | 126,665.65 | 208.49 |
| 2007 | 10 | -4.81% | 120,577.70 | 208.94 |
| 2007 | 11 | 1.24% | 122,070.72 | 210.18 |
| 2007 | 12 | -6.64% | 113,971.09 | 210.04 |
| 2008 | 1 | -1.56% | 112,188.62 | 211.08 |
| 2008 | 2 | -2.63% | 109,241.83 | 211.69 |
| 2008 | 3 | 4.24% | 113,877.84 | 213.53 |
| 2008 | 4 | 2.56% | 116,796.08 | 214.82 |
| 2008 | 5 | -4.25% | 111,836.24 | 216.63 |
| 2008 | 6 | -6.08% | 105,038.30 | 218.82 |
| 2008 | 7 | 2.11% | 107,255.17 | 219.96 |
| 2008 | 8 | -4.85% | 102,055.94 | 219.09 |
| 2008 | 9 | -20.19% | 81,447.19 | 218.78 |
| 2008 | 10 | -8.61% | 74,438.37 | 216.57 |
| 2008 | 11 | -0.35% | 74,176.93 | 212.43 |
| 2008 | 12 | -1.10% | 73,364.28 | 210.23 |
| 2009 | 1 | -6.70% | 68,447.04 | 211.14 |
| 2009 | 2 | -5.69% | 64,554.16 | 212.19 |
| 2009 | 3 | 12.32% | 72,508.36 | 212.71 |
| 2009 | 4 | 6.66% | 77,337.28 | 213.24 |
| 2009 | 5 | 2.87% | 79,555.98 | 213.86 |
| 2009 | 6 | 1.28% | 80,572.42 | 215.69 |
| 2009 | 7 | 8.12% | 87,115.51 | 215.35 |
| 2009 | 8 | 3.65% | 90,295.52 | 215.83 |
| 2009 | 9 | 2.40% | 92,465.42 | 215.97 |
| 2009 | 10 | 2.09% | 94,401.95 | 216.18 |
| 2009 | 11 | 2.23% | 96,503.20 | 216.33 |
| 2009 | 12 | 1.36% | 97,812.72 | 215.95 |
| 2010 | 1 | -2.90% | 94,977.64 | 216.69 |
| 2010 | 2 | 5.94% | 100,622.20 | 216.74 |
| 2010 | 3 | 4.09% | 104,735.56 | 217.63 |
| 2010 | 4 | -5.88% | 98,574.60 | 218.01 |
| 2010 | 5 | -3.54% | 95,081.55 | 218.18 |
| 2010 | 6 | -0.16% | 94,930.30 | 217.97 |
| 2010 | 7 | 0.86% | 95,750.13 | 218.01 |
| 2010 | 8 | 3.37% | 98,978.01 | 218.31 |
| 2010 | 9 | 4.58% | 103,508.67 | 218.44 |
| 2010 | 10 | 2.49% | 106,086.98 | 218.71 |
| 2010 | 11 | 3.71% | 110,026.77 | 218.80 |
| 2010 | 12 | 3.46% | 113,836.11 | 219.18 |
| 2011 | 1 | 3.15% | 117,422.93 | 220.22 |
| 2011 | 2 | -1.11% | 116,116.65 | 221.31 |
| 2011 | 3 | 2.22% | 118,695.58 | 223.47 |
| 2011 | 4 | 0.66% | 119,478.06 | 224.91 |
| 2011 | 5 | -3.66% | 115,102.05 | 225.96 |
| 2011 | 6 | 3.10% | 118,672.22 | 225.72 |
| 2011 | 7 | -10.40% | 106,329.54 | 225.92 |
| 2011 | 8 | -0.79% | 105,490.34 | 226.55 |
| 2011 | 9 | 3.02% | 108,674.99 | 226.89 |
| 2011 | 10 | 1.77% | 110,595.41 | 226.42 |
| 2011 | 11 | 1.55% | 112,314.90 | 226.23 |
| 2011 | 12 | 4.78% | 117,686.42 | 225.67 |
| 2012 | 1 | 4.16% | 122,585.25 | 226.67 |
| 2012 | 2 | 2.88% | 126,120.40 | 227.66 |
| 2012 | 3 | -0.04% | 126,072.21 | 229.39 |
| 2012 | 4 | -3.09% | 122,175.38 | 230.09 |
| 2012 | 5 | -1.15% | 120,767.42 | 229.82 |
| 2012 | 6 | 2.92% | 124,295.14 | 229.48 |
| 2012 | 7 | 3.39% | 128,505.89 | 229.10 |
| 2012 | 8 | 3.02% | 132,388.26 | 230.38 |
| 2012 | 9 | -0.22% | 132,100.80 | 231.41 |
| 2012 | 10 | -2.84% | 128,352.45 | 231.32 |
| 2012 | 11 | 2.18% | 131,144.80 | 230.22 |
| 2012 | 12 | 4.27% | 136,743.06 | 229.60 |
| 2013 | 1 | 2.33% | 139,933.31 | 230.28 |
| 2013 | 2 | 2.72% | 143,742.93 | 232.17 |
| 2013 | 3 | 1.45% | 145,832.65 | 232.77 |
| 2013 | 4 | 4.57% | 152,503.43 | 232.53 |
| 2013 | 5 | -1.12% | 150,798.78 | 232.95 |
| 2013 | 6 | 3.25% | 155,706.50 | 233.50 |
| 2013 | 7 | 0.25% | 156,099.70 | 233.60 |
| 2013 | 8 | 1.19% | 157,961.14 | 233.88 |
| 2013 | 9 | 2.12% | 161,306.04 | 234.15 |
| 2013 | 10 | 3.86% | 167,532.45 | 233.55 |
| 2013 | 11 | 1.52% | 170,081.72 | 233.07 |
| 2013 | 12 | 0.97% | 171,727.79 | 233.05 |
| 2014 | 1 | -0.13% | 171,504.48 | 233.92 |
| 2014 | 2 | 2.72% | 176,173.29 | 234.78 |
| 2014 | 3 | 0.20% | 176,528.68 | 236.29 |
| 2014 | 4 | 1.53% | 179,233.16 | 237.07 |
| 2014 | 5 | 3.20% | 184,962.02 | 237.90 |
| 2014 | 6 | 1.50% | 187,728.72 | 238.34 |
| 2014 | 7 | -0.43% | 186,927.21 | 238.25 |
| 2014 | 8 | 1.78% | 190,250.84 | 237.85 |
| 2014 | 9 | -2.65% | 185,215.69 | 238.03 |
| 2014 | 10 | 5.71% | 195,783.46 | 237.43 |
| 2014 | 11 | 0.63% | 197,024.50 | 236.15 |
| 2014 | 12 | -1.11% | 194,837.44 | 234.81 |
| 2015 | 1 | 2.83% | 200,346.27 | 233.71 |
| 2015 | 2 | 0.06% | 200,457.19 | 234.72 |
| 2015 | 3 | 0.88% | 202,218.03 | 236.12 |
| 2015 | 4 | 0.98% | 204,197.55 | 236.60 |
| 2015 | 5 | -0.44% | 203,308.27 | 237.81 |
| 2015 | 6 | -0.08% | 203,146.37 | 238.64 |
| 2015 | 7 | -2.42% | 198,221.30 | 238.65 |
| 2015 | 8 | -4.51% | 189,287.27 | 238.32 |
| 2015 | 9 | 4.32% | 197,459.03 | 237.95 |
| 2015 | 10 | 2.93% | 203,249.46 | 237.84 |
| 2015 | 11 | -1.10% | 201,007.68 | 237.34 |
| 2015 | 12 | -6.42% | 188,103.74 | 236.53 |
| 2016 | 1 | -0.55% | 187,069.34 | 236.92 |
| 2016 | 2 | 6.36% | 198,972.06 | 237.11 |
| 2016 | 3 | 2.83% | 204,605.47 | 238.13 |
| 2016 | 4 | -0.30% | 203,982.73 | 239.26 |
| 2016 | 5 | 1.07% | 206,158.18 | 240.23 |
| 2016 | 6 | 3.30% | 212,956.12 | 241.02 |
| 2016 | 7 | 1.20% | 215,510.01 | 240.63 |
| 2016 | 8 | -0.44% | 214,564.63 | 240.85 |
| 2016 | 9 | -0.51% | 213,478.98 | 241.43 |
| 2016 | 10 | 1.20% | 216,043.20 | 241.73 |
| 2016 | 11 | 3.95% | 224,568.19 | 241.35 |
| 2016 | 12 | 1.44% | 227,796.66 | 241.43 |
| 2017 | 1 | 2.58% | 233,665.71 | 242.84 |
| 2017 | 2 | 1.75% | 237,753.13 | 243.60 |
| 2017 | 3 | -0.15% | 237,386.98 | 243.80 |
| 2017 | 4 | 1.69% | 241,404.45 | 244.52 |
| 2017 | 5 | 1.78% | 245,692.83 | 244.73 |
| 2017 | 6 | 0.99% | 248,119.99 | 244.96 |
| 2017 | 7 | 0.25% | 248,734.84 | 244.79 |
| 2017 | 8 | 1.65% | 252,847.08 | 245.52 |
| 2017 | 9 | 2.73% | 259,761.94 | 246.82 |
| 2017 | 10 | 1.59% | 263,891.04 | 246.66 |
| 2017 | 11 | 2.88% | 271,500.30 | 246.67 |
| 2017 | 12 | 4.86% | 284,700.37 | 246.52 |
| 2018 | 1 | -2.89% | 276,481.96 | 247.87 |
| 2018 | 2 | 0.06% | 276,660.51 | 248.99 |
| 2018 | 3 | -1.66% | 272,056.96 | 249.55 |
| 2018 | 4 | 1.96% | 277,393.68 | 250.55 |
| 2018 | 5 | 2.11% | 283,254.93 | 251.59 |
| 2018 | 6 | 1.58% | 287,732.46 | 251.99 |
| 2018 | 7 | 2.45% | 294,784.22 | 252.01 |
| 2018 | 8 | 1.68% | 299,735.85 | 252.15 |
| 2018 | 9 | -3.85% | 288,199.06 | 252.44 |
| 2018 | 10 | -2.08% | 282,215.73 | 252.89 |
| 2018 | 11 | -5.56% | 266,517.45 | 252.04 |
| 2018 | 12 | 1.74% | 271,143.22 | 251.23 |
| 2019 | 1 | 5.83% | 286,947.90 | 251.71 |
| 2019 | 2 | 1.95% | 292,537.71 | 252.78 |
| 2019 | 3 | 3.72% | 303,429.53 | 254.20 |
| 2019 | 4 | -1.53% | 298,781.63 | 255.55 |
| 2019 | 5 | 1.40% | 302,978.76 | 256.09 |
| 2019 | 6 | 3.83% | 314,574.80 | 256.14 |
| 2019 | 7 | -3.13% | 304,714.72 | 256.57 |
| 2019 | 8 | 3.09% | 314,115.87 | 256.56 |
| 2019 | 9 | 0.01% | 314,146.66 | 256.76 |
| 2019 | 10 | 4.43% | 328,074.95 | 257.35 |
| 2019 | 11 | 2.47% | 336,176.17 | 257.21 |
| 2019 | 12 | 3.35% | 347,425.96 | 256.97 |
| 2020 | 1 | 0.12% | 347,850.09 | 257.97 |
| 2020 | 2 | -18.92% | 282,044.82 | 258.68 |
| 2020 | 3 | 4.32% | 294,225.25 | 258.12 |
| 2020 | 4 | 5.89% | 311,547.37 | 256.39 |
| 2020 | 5 | 6.51% | 331,823.72 | 256.39 |
| 2020 | 6 | 3.48% | 343,359.35 | 257.80 |
| 2020 | 7 | 5.89% | 363,595.25 | 259.10 |
| 2020 | 8 | -0.63% | 361,315.50 | 259.92 |
| 2020 | 9 | 1.73% | 367,551.81 | 260.28 |
| 2020 | 10 | 3.95% | 382,085.24 | 260.39 |
| 2020 | 11 | 4.26% | 398,362.38 | 260.23 |
| 2020 | 12 | 2.80% | 409,497.80 | 260.47 |
| 2021 | 1 | 2.49% | 419,700.55 | 261.58 |
| 2021 | 2 | 0.82% | 423,147.80 | 263.01 |
| 2021 | 3 | 6.02% | 448,627.58 | 264.88 |
| 2021 | 4 | 0.76% | 452,038.19 | 267.05 |
| 2021 | 5 | 1.81% | 460,221.99 | 269.20 |
| 2021 | 6 | 3.07% | 474,342.53 | 271.70 |
| 2021 | 7 | 2.19% | 484,707.68 | 273.00 |
| 2021 | 8 | -0.08% | 484,298.11 | 273.57 |
| 2021 | 9 | 0.45% | 486,487.99 | 274.31 |
| 2021 | 10 | 4.74% | 509,570.60 | 276.59 |
| 2021 | 11 | 0.27% | 510,923.02 | 277.95 |
| 2021 | 12 | -2.05% | 500,439.12 | 278.80 |
| 2022 | 1 | -2.90% | 485,913.53 | 281.15 |
| 2022 | 2 | -0.89% | 481,576.34 | 283.72 |
| 2022 | 3 | 0.12% | 482,146.05 | 287.50 |
| 2022 | 4 | -7.87% | 444,188.00 | 289.11 |
| 2022 | 5 | -3.37% | 429,221.59 | 292.30 |
| 2022 | 6 | 0.46% | 431,216.12 | 296.31 |
| 2022 | 7 | 6.45% | 459,018.32 | 296.28 |
| 2022 | 8 | -7.28% | 425,613.71 | 296.17 |
| 2022 | 9 | -3.09% | 412,457.24 | 296.81 |
| 2022 | 10 | 5.29% | 434,255.99 | 298.01 |
| 2022 | 11 | 0.01% | 434,303.06 | 297.71 |
| 2022 | 12 | 1.38% | 440,281.05 | 296.80 |
| 2023 | 1 | 3.15% | 454,136.57 | 299.17 |
| 2023 | 2 | -2.59% | 442,395.20 | 300.84 |
| 2023 | 3 | 4.00% | 460,074.29 | 301.84 |
| 2023 | 4 | 0.74% | 463,468.24 | 303.36 |
| 2023 | 5 | 4.94% | 486,373.70 | 304.13 |
| 2023 | 6 | 3.88% | 505,225.75 | 305.11 |
| 2023 | 7 | -1.00% | 500,185.43 | 305.69 |
| 2023 | 8 | -0.95% | 495,415.78 | 307.03 |
| 2023 | 9 | -3.04% | 480,368.45 | 307.79 |
| 2023 | 10 | 4.60% | 502,473.68 | 307.67 |
| 2023 | 11 | 5.18% | 528,477.94 | 307.05 |
| 2023 | 12 | 2.91% | 543,866.35 | 306.75 |
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 $2,500.00 up-front. Instead, the capital is invested over a period of time.
Consider a strategy in which $2,500.00 was invested in the S&P 500 over a period of no more than 24 months beginning in 1969. This would result in a final amount of $596,420.71, including dividend reinvestments. In this particular case, dollar-cost average returns are greater than the returns of a lump-sum investment (which ends with $543,866.35).
| Year | Month | Contribution ($) | Amount ($) |
|---|---|---|---|
| 1969 | 1 | 104.16 | 103.65 |
| 1969 | 2 | 104.16 | 203.57 |
| 1969 | 3 | 104.16 | 314.46 |
| 1969 | 4 | 104.16 | 433.06 |
| 1969 | 5 | 104.16 | 510.25 |
| 1969 | 6 | 104.16 | 588.30 |
| 1969 | 7 | 104.16 | 690.21 |
| 1969 | 8 | 104.16 | 799.07 |
| 1969 | 9 | 104.16 | 915.10 |
| 1969 | 10 | 104.16 | 1,029.14 |
| 1969 | 11 | 104.16 | 1,076.04 |
| 1969 | 12 | 104.16 | 1,172.95 |
| 1970 | 1 | 104.16 | 1,235.99 |
| 1970 | 2 | 104.16 | 1,366.80 |
| 1970 | 3 | 104.16 | 1,430.23 |
| 1970 | 4 | 104.16 | 1,362.23 |
| 1970 | 5 | 104.16 | 1,462.07 |
| 1970 | 6 | 104.16 | 1,574.05 |
| 1970 | 7 | 104.16 | 1,732.49 |
| 1970 | 8 | 104.16 | 1,952.39 |
| 1970 | 9 | 104.16 | 2,107.42 |
| 1970 | 10 | 104.16 | 2,215.82 |
| 1970 | 11 | 104.16 | 2,485.73 |
| 1970 | 12 | 104.32 | 2,696.21 |
| 1971 | 1 | - | 2,808.14 |
| 1971 | 2 | - | 2,887.66 |
| 1971 | 3 | - | 2,993.75 |
| 1971 | 4 | - | 2,960.58 |
| 1971 | 5 | - | 2,913.33 |
| 1971 | 6 | - | 2,899.84 |
| 1971 | 7 | - | 2,855.85 |
| 1971 | 8 | - | 2,926.86 |
| 1971 | 9 | - | 2,872.31 |
| 1971 | 10 | - | 2,746.75 |
| 1971 | 11 | - | 2,943.51 |
| 1971 | 12 | - | 3,073.69 |
| 1972 | 1 | - | 3,137.84 |
| 1972 | 2 | - | 3,220.04 |
| 1972 | 3 | - | 3,260.58 |
| 1972 | 4 | - | 3,235.28 |
| 1972 | 5 | - | 3,251.97 |
| 1972 | 6 | - | 3,235.59 |
| 1972 | 7 | - | 3,358.01 |
| 1972 | 8 | - | 3,317.37 |
| 1972 | 9 | - | 3,331.21 |
| 1972 | 10 | - | 3,506.24 |
| 1972 | 11 | - | 3,587.29 |
| 1972 | 12 | - | 3,622.78 |
| 1973 | 1 | - | 3,502.32 |
| 1973 | 2 | - | 3,455.20 |
| 1973 | 3 | - | 3,398.77 |
| 1973 | 4 | - | 3,311.43 |
| 1973 | 5 | - | 3,245.54 |
| 1973 | 6 | - | 3,284.81 |
| 1973 | 7 | - | 3,231.09 |
| 1973 | 8 | - | 3,295.56 |
| 1973 | 9 | - | 3,435.14 |
| 1973 | 10 | - | 3,199.74 |
| 1973 | 11 | - | 2,981.98 |
| 1973 | 12 | - | 3,032.69 |
| 1974 | 1 | - | 2,957.70 |
| 1974 | 2 | - | 3,093.00 |
| 1974 | 3 | - | 2,944.02 |
| 1974 | 4 | - | 2,864.37 |
| 1974 | 5 | - | 2,877.46 |
| 1974 | 6 | - | 2,550.96 |
| 1974 | 7 | - | 2,454.92 |
| 1974 | 8 | - | 2,209.10 |
| 1974 | 9 | - | 2,261.61 |
| 1974 | 10 | - | 2,346.27 |
| 1974 | 11 | - | 2,203.34 |
| 1974 | 12 | - | 2,393.55 |
| 1975 | 1 | - | 2,652.23 |
| 1975 | 2 | - | 2,784.14 |
| 1975 | 3 | - | 2,825.54 |
| 1975 | 4 | - | 3,015.21 |
| 1975 | 5 | - | 3,102.49 |
| 1975 | 6 | - | 3,115.89 |
| 1975 | 7 | - | 2,897.90 |
| 1975 | 8 | - | 2,873.19 |
| 1975 | 9 | - | 3,016.02 |
| 1975 | 10 | - | 3,077.60 |
| 1975 | 11 | - | 3,041.30 |
| 1975 | 12 | - | 3,331.60 |
| 1976 | 1 | - | 3,470.80 |
| 1976 | 2 | - | 3,498.65 |
| 1976 | 3 | - | 3,536.97 |
| 1976 | 4 | - | 3,523.41 |
| 1976 | 5 | - | 3,555.15 |
| 1976 | 6 | - | 3,649.90 |
| 1976 | 7 | - | 3,629.44 |
| 1976 | 8 | - | 3,717.92 |
| 1976 | 9 | - | 3,602.36 |
| 1976 | 10 | - | 3,589.15 |
| 1976 | 11 | - | 3,725.06 |
| 1976 | 12 | - | 3,705.04 |
| 1977 | 1 | - | 3,617.29 |
| 1977 | 2 | - | 3,615.33 |
| 1977 | 3 | - | 3,572.17 |
| 1977 | 4 | - | 3,574.48 |
| 1977 | 5 | - | 3,606.64 |
| 1977 | 6 | - | 3,652.89 |
| 1977 | 7 | - | 3,576.96 |
| 1977 | 8 | - | 3,534.92 |
| 1977 | 9 | - | 3,457.23 |
| 1977 | 10 | - | 3,491.15 |
| 1977 | 11 | - | 3,488.35 |
| 1977 | 12 | - | 3,370.08 |
| 1978 | 1 | - | 3,337.33 |
| 1978 | 2 | - | 3,346.19 |
| 1978 | 3 | - | 3,507.81 |
| 1978 | 4 | - | 3,700.89 |
| 1978 | 5 | - | 3,725.82 |
| 1978 | 6 | - | 3,723.50 |
| 1978 | 7 | - | 3,996.36 |
| 1978 | 8 | - | 4,012.34 |
| 1978 | 9 | - | 3,901.05 |
| 1978 | 10 | - | 3,688.93 |
| 1978 | 11 | - | 3,759.86 |
| 1978 | 12 | - | 3,917.22 |
| 1979 | 1 | - | 3,875.82 |
| 1979 | 2 | - | 3,966.56 |
| 1979 | 3 | - | 4,062.98 |
| 1979 | 4 | - | 3,986.07 |
| 1979 | 5 | - | 4,082.44 |
| 1979 | 6 | - | 4,140.44 |
| 1979 | 7 | - | 4,348.06 |
| 1979 | 8 | - | 4,415.04 |
| 1979 | 9 | - | 4,267.02 |
| 1979 | 10 | - | 4,253.26 |
| 1979 | 11 | - | 4,440.58 |
| 1979 | 12 | - | 4,587.67 |
| 1980 | 1 | - | 4,789.34 |
| 1980 | 2 | - | 4,368.94 |
| 1980 | 3 | - | 4,318.17 |
| 1980 | 4 | - | 4,535.64 |
| 1980 | 5 | - | 4,846.90 |
| 1980 | 6 | - | 5,087.77 |
| 1980 | 7 | - | 5,266.08 |
| 1980 | 8 | - | 5,415.41 |
| 1980 | 9 | - | 5,595.46 |
| 1980 | 10 | - | 5,853.68 |
| 1980 | 11 | - | 5,780.81 |
| 1980 | 12 | - | 5,781.39 |
| 1981 | 1 | - | 5,603.89 |
| 1981 | 2 | - | 5,836.08 |
| 1981 | 3 | - | 5,911.58 |
| 1981 | 4 | - | 5,815.98 |
| 1981 | 5 | - | 5,865.86 |
| 1981 | 6 | - | 5,747.59 |
| 1981 | 7 | - | 5,793.71 |
| 1981 | 8 | - | 5,312.68 |
| 1981 | 9 | - | 5,404.44 |
| 1981 | 10 | - | 5,568.94 |
| 1981 | 11 | - | 5,634.62 |
| 1981 | 12 | - | 5,363.92 |
| 1982 | 1 | - | 5,261.26 |
| 1982 | 2 | - | 5,116.87 |
| 1982 | 3 | - | 5,396.72 |
| 1982 | 4 | - | 5,427.47 |
| 1982 | 5 | - | 5,141.41 |
| 1982 | 6 | - | 5,153.94 |
| 1982 | 7 | - | 5,194.86 |
| 1982 | 8 | - | 5,823.25 |
| 1982 | 9 | - | 6,340.44 |
| 1982 | 10 | - | 6,625.75 |
| 1982 | 11 | - | 6,715.57 |
| 1982 | 12 | - | 6,979.20 |
| 1983 | 1 | - | 7,127.86 |
| 1983 | 2 | - | 7,403.40 |
| 1983 | 3 | - | 7,714.15 |
| 1983 | 4 | - | 8,055.42 |
| 1983 | 5 | - | 8,196.67 |
| 1983 | 6 | - | 8,254.72 |
| 1983 | 7 | - | 8,056.01 |
| 1983 | 8 | - | 8,322.97 |
| 1983 | 9 | - | 8,376.90 |
| 1983 | 10 | - | 8,281.28 |
| 1983 | 11 | - | 8,270.67 |
| 1983 | 12 | - | 8,401.01 |
| 1984 | 1 | - | 7,971.54 |
| 1984 | 2 | - | 8,006.80 |
| 1984 | 3 | - | 8,047.41 |
| 1984 | 4 | - | 8,027.09 |
| 1984 | 5 | - | 7,878.72 |
| 1984 | 6 | - | 7,807.15 |
| 1984 | 7 | - | 8,525.92 |
| 1984 | 8 | - | 8,645.87 |
| 1984 | 9 | - | 8,610.22 |
| 1984 | 10 | - | 8,720.94 |
| 1984 | 11 | - | 8,659.23 |
| 1984 | 12 | - | 9,066.00 |
| 1985 | 1 | - | 9,590.69 |
| 1985 | 2 | - | 9,544.81 |
| 1985 | 3 | - | 9,642.62 |
| 1985 | 4 | - | 9,906.41 |
| 1985 | 5 | - | 10,155.15 |
| 1985 | 6 | - | 10,383.36 |
| 1985 | 7 | - | 10,191.76 |
| 1985 | 8 | - | 9,999.64 |
| 1985 | 9 | - | 10,149.19 |
| 1985 | 10 | - | 10,800.82 |
| 1985 | 11 | - | 11,372.68 |
| 1985 | 12 | - | 11,458.17 |
| 1986 | 1 | - | 12,110.97 |
| 1986 | 2 | - | 12,859.76 |
| 1986 | 3 | - | 13,212.30 |
| 1986 | 4 | - | 13,277.28 |
| 1986 | 5 | - | 13,693.29 |
| 1986 | 6 | - | 13,446.28 |
| 1986 | 7 | - | 13,752.97 |
| 1986 | 8 | - | 13,415.16 |
| 1986 | 9 | - | 13,403.11 |
| 1986 | 10 | - | 13,876.63 |
| 1986 | 11 | - | 14,113.77 |
| 1986 | 12 | - | 15,055.64 |
| 1987 | 1 | - | 16,028.52 |
| 1987 | 2 | - | 16,729.99 |
| 1987 | 3 | - | 16,586.71 |
| 1987 | 4 | - | 16,615.38 |
| 1987 | 5 | - | 17,362.81 |
| 1987 | 6 | - | 17,904.90 |
| 1987 | 7 | - | 19,060.48 |
| 1987 | 8 | - | 18,482.87 |
| 1987 | 9 | - | 16,291.93 |
| 1987 | 10 | - | 14,287.47 |
| 1987 | 11 | - | 14,096.77 |
| 1987 | 12 | - | 14,695.40 |
| 1988 | 1 | - | 15,184.54 |
| 1988 | 2 | - | 15,675.32 |
| 1988 | 3 | - | 15,536.43 |
| 1988 | 4 | - | 15,196.45 |
| 1988 | 5 | - | 16,107.96 |
| 1988 | 6 | - | 16,058.52 |
| 1988 | 7 | - | 15,782.56 |
| 1988 | 8 | - | 16,086.72 |
| 1988 | 9 | - | 16,698.27 |
| 1988 | 10 | - | 16,360.93 |
| 1988 | 11 | - | 16,741.47 |
| 1988 | 12 | - | 17,329.55 |
| 1989 | 1 | - | 17,901.39 |
| 1989 | 2 | - | 17,872.46 |
| 1989 | 3 | - | 18,509.57 |
| 1989 | 4 | - | 19,271.30 |
| 1989 | 5 | - | 19,925.10 |
| 1989 | 6 | - | 20,483.04 |
| 1989 | 7 | - | 21,443.85 |
| 1989 | 8 | - | 21,541.53 |
| 1989 | 9 | - | 21,603.19 |
| 1989 | 10 | - | 21,211.41 |
| 1989 | 11 | - | 21,791.90 |
| 1989 | 12 | - | 21,310.04 |
| 1990 | 1 | - | 20,771.49 |
| 1990 | 2 | - | 21,333.81 |
| 1990 | 3 | - | 21,375.62 |
| 1990 | 4 | - | 22,198.78 |
| 1990 | 5 | - | 22,902.47 |
| 1990 | 6 | - | 22,941.34 |
| 1990 | 7 | - | 21,137.87 |
| 1990 | 8 | - | 20,220.26 |
| 1990 | 9 | - | 19,752.01 |
| 1990 | 10 | - | 20,341.37 |
| 1990 | 11 | - | 21,274.35 |
| 1990 | 12 | - | 21,128.59 |
| 1991 | 1 | - | 23,580.93 |
| 1991 | 2 | - | 24,298.88 |
| 1991 | 3 | - | 24,847.75 |
| 1991 | 4 | - | 24,803.31 |
| 1991 | 5 | - | 24,889.38 |
| 1991 | 6 | - | 25,083.63 |
| 1991 | 7 | - | 25,755.61 |
| 1991 | 8 | - | 25,677.54 |
| 1991 | 9 | - | 25,724.19 |
| 1991 | 10 | - | 25,728.25 |
| 1991 | 11 | - | 25,968.84 |
| 1991 | 12 | - | 27,879.64 |
| 1992 | 1 | - | 27,712.12 |
| 1992 | 2 | - | 27,431.57 |
| 1992 | 3 | - | 27,504.08 |
| 1992 | 4 | - | 28,072.96 |
| 1992 | 5 | - | 27,699.83 |
| 1992 | 6 | - | 28,229.49 |
| 1992 | 7 | - | 28,495.33 |
| 1992 | 8 | - | 28,603.10 |
| 1992 | 9 | - | 28,264.99 |
| 1992 | 10 | - | 29,044.23 |
| 1992 | 11 | - | 29,994.33 |
| 1992 | 12 | - | 30,037.19 |
| 1993 | 1 | - | 30,555.10 |
| 1993 | 2 | - | 31,212.08 |
| 1993 | 3 | - | 30,793.30 |
| 1993 | 4 | - | 31,016.46 |
| 1993 | 5 | - | 31,284.81 |
| 1993 | 6 | - | 31,303.90 |
| 1993 | 7 | - | 31,855.62 |
| 1993 | 8 | - | 32,287.25 |
| 1993 | 9 | - | 32,688.23 |
| 1993 | 10 | - | 32,690.70 |
| 1993 | 11 | - | 32,980.72 |
| 1993 | 12 | - | 33,553.23 |
| 1994 | 1 | - | 33,527.83 |
| 1994 | 2 | - | 33,050.45 |
| 1994 | 3 | - | 31,944.46 |
| 1994 | 4 | - | 32,282.51 |
| 1994 | 5 | - | 32,640.23 |
| 1994 | 6 | - | 32,470.87 |
| 1994 | 7 | - | 33,471.64 |
| 1994 | 8 | - | 33,745.26 |
| 1994 | 9 | - | 33,595.43 |
| 1994 | 10 | - | 33,471.17 |
| 1994 | 11 | - | 33,127.85 |
| 1994 | 12 | - | 33,939.87 |
| 1995 | 1 | - | 35,236.07 |
| 1995 | 2 | - | 36,137.47 |
| 1995 | 3 | - | 37,299.49 |
| 1995 | 4 | - | 38,548.19 |
| 1995 | 5 | - | 39,773.41 |
| 1995 | 6 | - | 41,184.36 |
| 1995 | 7 | - | 41,395.69 |
| 1995 | 8 | - | 42,934.64 |
| 1995 | 9 | - | 43,326.45 |
| 1995 | 10 | - | 44,348.25 |
| 1995 | 11 | - | 45,851.28 |
| 1995 | 12 | - | 45,925.82 |
| 1996 | 1 | - | 48,637.46 |
| 1996 | 2 | - | 48,539.85 |
| 1996 | 3 | - | 48,635.49 |
| 1996 | 4 | - | 49,780.78 |
| 1996 | 5 | - | 50,417.27 |
| 1996 | 6 | - | 48,664.48 |
| 1996 | 7 | - | 50,161.28 |
| 1996 | 8 | - | 51,176.41 |
| 1996 | 9 | - | 53,284.62 |
| 1996 | 10 | - | 55,976.60 |
| 1996 | 11 | - | 56,647.33 |
| 1996 | 12 | - | 58,492.64 |
| 1997 | 1 | - | 61,043.60 |
| 1997 | 2 | - | 60,662.88 |
| 1997 | 3 | - | 58,597.16 |
| 1997 | 4 | - | 63,998.54 |
| 1997 | 5 | - | 67,414.03 |
| 1997 | 6 | - | 71,280.85 |
| 1997 | 7 | - | 71,528.76 |
| 1997 | 8 | - | 72,381.39 |
| 1997 | 9 | - | 73,572.33 |
| 1997 | 10 | - | 72,724.75 |
| 1997 | 11 | - | 74,640.77 |
| 1997 | 12 | - | 74,817.73 |
| 1998 | 1 | - | 79,607.68 |
| 1998 | 2 | - | 83,837.13 |
| 1998 | 3 | - | 86,692.35 |
| 1998 | 4 | - | 86,500.02 |
| 1998 | 5 | - | 86,600.76 |
| 1998 | 6 | - | 90,469.79 |
| 1998 | 7 | - | 84,163.13 |
| 1998 | 8 | - | 80,040.44 |
| 1998 | 9 | - | 81,073.65 |
| 1998 | 10 | - | 89,970.99 |
| 1998 | 11 | - | 93,663.49 |
| 1998 | 12 | - | 98,391.33 |
| 1999 | 1 | - | 98,325.69 |
| 1999 | 2 | - | 101,200.25 |
| 1999 | 3 | - | 105,501.29 |
| 1999 | 4 | - | 105,397.02 |
| 1999 | 5 | - | 104,752.23 |
| 1999 | 6 | - | 109,489.54 |
| 1999 | 7 | - | 105,356.98 |
| 1999 | 8 | - | 104,726.93 |
| 1999 | 9 | - | 103,394.31 |
| 1999 | 10 | - | 110,741.45 |
| 1999 | 11 | - | 113,851.88 |
| 1999 | 12 | - | 113,716.48 |
| 2000 | 1 | - | 110,898.49 |
| 2000 | 2 | - | 115,268.95 |
| 2000 | 3 | - | 116,911.15 |
| 2000 | 4 | - | 113,592.28 |
| 2000 | 5 | - | 117,185.75 |
| 2000 | 6 | - | 118,182.23 |
| 2000 | 7 | - | 119,292.80 |
| 2000 | 8 | - | 118,004.86 |
| 2000 | 9 | - | 111,851.81 |
| 2000 | 10 | - | 110,987.69 |
| 2000 | 11 | - | 107,302.81 |
| 2000 | 12 | - | 107,791.05 |
| 2001 | 1 | - | 105,488.35 |
| 2001 | 2 | - | 95,910.11 |
| 2001 | 3 | - | 96,340.46 |
| 2001 | 4 | - | 102,968.04 |
| 2001 | 5 | - | 100,508.49 |
| 2001 | 6 | - | 97,834.73 |
| 2001 | 7 | - | 95,833.19 |
| 2001 | 8 | - | 85,054.52 |
| 2001 | 9 | - | 87,762.69 |
| 2001 | 10 | - | 92,197.46 |
| 2001 | 11 | - | 93,549.12 |
| 2001 | 12 | - | 93,270.64 |
| 2002 | 1 | - | 90,143.49 |
| 2002 | 2 | - | 94,601.33 |
| 2002 | 3 | - | 91,276.63 |
| 2002 | 4 | - | 88,702.29 |
| 2002 | 5 | - | 83,450.26 |
| 2002 | 6 | - | 74,472.27 |
| 2002 | 7 | - | 75,320.35 |
| 2002 | 8 | - | 71,736.81 |
| 2002 | 9 | - | 70,756.14 |
| 2002 | 10 | - | 75,444.14 |
| 2002 | 11 | - | 74,663.25 |
| 2002 | 12 | - | 74,497.11 |
| 2003 | 1 | - | 69,718.24 |
| 2003 | 2 | - | 70,630.08 |
| 2003 | 3 | - | 74,363.49 |
| 2003 | 4 | - | 78,313.84 |
| 2003 | 5 | - | 82,781.00 |
| 2003 | 6 | - | 83,274.30 |
| 2003 | 7 | - | 83,135.79 |
| 2003 | 8 | - | 85,763.86 |
| 2003 | 9 | - | 87,503.01 |
| 2003 | 10 | - | 88,562.31 |
| 2003 | 11 | - | 91,275.69 |
| 2003 | 12 | - | 95,780.11 |
| 2004 | 1 | - | 96,820.91 |
| 2004 | 2 | - | 95,305.48 |
| 2004 | 3 | - | 96,228.16 |
| 2004 | 4 | - | 93,760.63 |
| 2004 | 5 | - | 96,440.01 |
| 2004 | 6 | - | 94,280.93 |
| 2004 | 7 | - | 92,972.71 |
| 2004 | 8 | - | 95,559.79 |
| 2004 | 9 | - | 95,657.83 |
| 2004 | 10 | - | 100,224.44 |
| 2004 | 11 | - | 102,958.01 |
| 2004 | 12 | - | 101,568.88 |
| 2005 | 1 | - | 103,276.46 |
| 2005 | 2 | - | 103,012.50 |
| 2005 | 3 | - | 100,531.01 |
| 2005 | 4 | - | 101,873.97 |
| 2005 | 5 | - | 104,095.54 |
| 2005 | 6 | - | 105,977.37 |
| 2005 | 7 | - | 106,305.92 |
| 2005 | 8 | - | 106,603.24 |
| 2005 | 9 | - | 103,805.74 |
| 2005 | 10 | - | 107,918.05 |
| 2005 | 11 | - | 110,231.95 |
| 2005 | 12 | - | 111,848.80 |
| 2006 | 1 | - | 111,830.19 |
| 2006 | 2 | - | 113,492.14 |
| 2006 | 3 | - | 114,398.19 |
| 2006 | 4 | - | 113,498.29 |
| 2006 | 5 | - | 110,427.26 |
| 2006 | 6 | - | 111,222.38 |
| 2006 | 7 | - | 113,771.33 |
| 2006 | 8 | - | 116,651.08 |
| 2006 | 9 | - | 120,869.08 |
| 2006 | 10 | - | 123,288.45 |
| 2006 | 11 | - | 125,937.01 |
| 2006 | 12 | - | 126,809.54 |
| 2007 | 1 | - | 128,833.48 |
| 2007 | 2 | - | 125,646.28 |
| 2007 | 3 | - | 130,898.62 |
| 2007 | 4 | - | 135,338.38 |
| 2007 | 5 | - | 135,805.16 |
| 2007 | 6 | - | 136,585.52 |
| 2007 | 7 | - | 130,847.42 |
| 2007 | 8 | - | 134,870.64 |
| 2007 | 9 | - | 138,905.48 |
| 2007 | 10 | - | 132,229.25 |
| 2007 | 11 | - | 133,866.54 |
| 2007 | 12 | - | 124,984.23 |
| 2008 | 1 | - | 123,029.52 |
| 2008 | 2 | - | 119,797.98 |
| 2008 | 3 | - | 124,881.97 |
| 2008 | 4 | - | 128,082.20 |
| 2008 | 5 | - | 122,643.09 |
| 2008 | 6 | - | 115,188.26 |
| 2008 | 7 | - | 117,619.35 |
| 2008 | 8 | - | 111,917.71 |
| 2008 | 9 | - | 89,317.51 |
| 2008 | 10 | - | 81,631.43 |
| 2008 | 11 | - | 81,344.73 |
| 2008 | 12 | - | 80,453.55 |
| 2009 | 1 | - | 75,061.14 |
| 2009 | 2 | - | 70,792.09 |
| 2009 | 3 | - | 79,514.91 |
| 2009 | 4 | - | 84,810.46 |
| 2009 | 5 | - | 87,243.56 |
| 2009 | 6 | - | 88,358.22 |
| 2009 | 7 | - | 95,533.56 |
| 2009 | 8 | - | 99,020.87 |
| 2009 | 9 | - | 101,400.45 |
| 2009 | 10 | - | 103,524.10 |
| 2009 | 11 | - | 105,828.40 |
| 2009 | 12 | - | 107,264.46 |
| 2010 | 1 | - | 104,155.43 |
| 2010 | 2 | - | 110,345.42 |
| 2010 | 3 | - | 114,856.26 |
| 2010 | 4 | - | 108,099.96 |
| 2010 | 5 | - | 104,269.37 |
| 2010 | 6 | - | 104,103.51 |
| 2010 | 7 | - | 105,002.56 |
| 2010 | 8 | - | 108,542.36 |
| 2010 | 9 | - | 113,510.81 |
| 2010 | 10 | - | 116,338.27 |
| 2010 | 11 | - | 120,658.77 |
| 2010 | 12 | - | 124,836.21 |
| 2011 | 1 | - | 128,769.63 |
| 2011 | 2 | - | 127,337.11 |
| 2011 | 3 | - | 130,165.25 |
| 2011 | 4 | - | 131,023.34 |
| 2011 | 5 | - | 126,224.48 |
| 2011 | 6 | - | 130,139.63 |
| 2011 | 7 | - | 116,604.27 |
| 2011 | 8 | - | 115,683.98 |
| 2011 | 9 | - | 119,176.37 |
| 2011 | 10 | - | 121,282.36 |
| 2011 | 11 | - | 123,168.00 |
| 2011 | 12 | - | 129,058.58 |
| 2012 | 1 | - | 134,430.78 |
| 2012 | 2 | - | 138,307.55 |
| 2012 | 3 | - | 138,254.70 |
| 2012 | 4 | - | 133,981.31 |
| 2012 | 5 | - | 132,437.30 |
| 2012 | 6 | - | 136,305.91 |
| 2012 | 7 | - | 140,923.54 |
| 2012 | 8 | - | 145,181.08 |
| 2012 | 9 | - | 144,865.84 |
| 2012 | 10 | - | 140,755.28 |
| 2012 | 11 | - | 143,817.46 |
| 2012 | 12 | - | 149,956.68 |
| 2013 | 1 | - | 153,455.20 |
| 2013 | 2 | - | 157,632.95 |
| 2013 | 3 | - | 159,924.61 |
| 2013 | 4 | - | 167,239.99 |
| 2013 | 5 | - | 165,370.62 |
| 2013 | 6 | - | 170,752.57 |
| 2013 | 7 | - | 171,183.77 |
| 2013 | 8 | - | 173,225.08 |
| 2013 | 9 | - | 176,893.21 |
| 2013 | 10 | - | 183,721.28 |
| 2013 | 11 | - | 186,516.89 |
| 2013 | 12 | - | 188,322.02 |
| 2014 | 1 | - | 188,077.13 |
| 2014 | 2 | - | 193,197.10 |
| 2014 | 3 | - | 193,586.82 |
| 2014 | 4 | - | 196,552.64 |
| 2014 | 5 | - | 202,835.09 |
| 2014 | 6 | - | 205,869.14 |
| 2014 | 7 | - | 204,990.18 |
| 2014 | 8 | - | 208,634.97 |
| 2014 | 9 | - | 203,113.27 |
| 2014 | 10 | - | 214,702.21 |
| 2014 | 11 | - | 216,063.18 |
| 2014 | 12 | - | 213,664.78 |
| 2015 | 1 | - | 219,705.93 |
| 2015 | 2 | - | 219,827.57 |
| 2015 | 3 | - | 221,758.56 |
| 2015 | 4 | - | 223,929.36 |
| 2015 | 5 | - | 222,954.15 |
| 2015 | 6 | - | 222,776.61 |
| 2015 | 7 | - | 217,375.62 |
| 2015 | 8 | - | 207,578.29 |
| 2015 | 9 | - | 216,539.70 |
| 2015 | 10 | - | 222,889.66 |
| 2015 | 11 | - | 220,431.25 |
| 2015 | 12 | - | 206,280.40 |
| 2016 | 1 | - | 205,146.04 |
| 2016 | 2 | - | 218,198.93 |
| 2016 | 3 | - | 224,376.71 |
| 2016 | 4 | - | 223,693.78 |
| 2016 | 5 | - | 226,079.46 |
| 2016 | 6 | - | 233,534.29 |
| 2016 | 7 | - | 236,334.96 |
| 2016 | 8 | - | 235,298.23 |
| 2016 | 9 | - | 234,107.67 |
| 2016 | 10 | - | 236,919.67 |
| 2016 | 11 | - | 246,268.44 |
| 2016 | 12 | - | 249,808.88 |
| 2017 | 1 | - | 256,245.07 |
| 2017 | 2 | - | 260,727.45 |
| 2017 | 3 | - | 260,325.92 |
| 2017 | 4 | - | 264,731.61 |
| 2017 | 5 | - | 269,434.38 |
| 2017 | 6 | - | 272,096.07 |
| 2017 | 7 | - | 272,770.34 |
| 2017 | 8 | - | 277,279.95 |
| 2017 | 9 | - | 284,863.00 |
| 2017 | 10 | - | 289,391.10 |
| 2017 | 11 | - | 297,735.65 |
| 2017 | 12 | - | 312,211.26 |
| 2018 | 1 | - | 303,198.70 |
| 2018 | 2 | - | 303,394.50 |
| 2018 | 3 | - | 298,346.10 |
| 2018 | 4 | - | 304,198.52 |
| 2018 | 5 | - | 310,626.14 |
| 2018 | 6 | - | 315,536.34 |
| 2018 | 7 | - | 323,269.52 |
| 2018 | 8 | - | 328,699.63 |
| 2018 | 9 | - | 316,048.03 |
| 2018 | 10 | - | 309,486.53 |
| 2018 | 11 | - | 292,271.30 |
| 2018 | 12 | - | 297,344.07 |
| 2019 | 1 | - | 314,675.96 |
| 2019 | 2 | - | 320,805.92 |
| 2019 | 3 | - | 332,750.23 |
| 2019 | 4 | - | 327,653.20 |
| 2019 | 5 | - | 332,255.91 |
| 2019 | 6 | - | 344,972.48 |
| 2019 | 7 | - | 334,159.62 |
| 2019 | 8 | - | 344,469.20 |
| 2019 | 9 | - | 344,502.97 |
| 2019 | 10 | - | 359,777.17 |
| 2019 | 11 | - | 368,661.22 |
| 2019 | 12 | - | 380,998.09 |
| 2020 | 1 | - | 381,463.20 |
| 2020 | 2 | - | 309,299.10 |
| 2020 | 3 | - | 322,656.54 |
| 2020 | 4 | - | 341,652.50 |
| 2020 | 5 | - | 363,888.18 |
| 2020 | 6 | - | 376,538.51 |
| 2020 | 7 | - | 398,729.83 |
| 2020 | 8 | - | 396,229.78 |
| 2020 | 9 | - | 403,068.71 |
| 2020 | 10 | - | 419,006.52 |
| 2020 | 11 | - | 436,856.54 |
| 2020 | 12 | - | 449,067.99 |
| 2021 | 1 | - | 460,256.64 |
| 2021 | 2 | - | 464,037.00 |
| 2021 | 3 | - | 491,978.92 |
| 2021 | 4 | - | 495,719.10 |
| 2021 | 5 | - | 504,693.71 |
| 2021 | 6 | - | 520,178.73 |
| 2021 | 7 | - | 531,545.48 |
| 2021 | 8 | - | 531,096.33 |
| 2021 | 9 | - | 533,497.82 |
| 2021 | 10 | - | 558,810.92 |
| 2021 | 11 | - | 560,294.03 |
| 2021 | 12 | - | 548,797.06 |
| 2022 | 1 | - | 532,867.84 |
| 2022 | 2 | - | 528,111.55 |
| 2022 | 3 | - | 528,736.32 |
| 2022 | 4 | - | 487,110.33 |
| 2022 | 5 | - | 470,697.71 |
| 2022 | 6 | - | 472,884.97 |
| 2022 | 7 | - | 503,373.73 |
| 2022 | 8 | - | 466,741.19 |
| 2022 | 9 | - | 452,313.40 |
| 2022 | 10 | - | 476,218.59 |
| 2022 | 11 | - | 476,270.20 |
| 2022 | 12 | - | 482,825.85 |
| 2023 | 1 | - | 498,020.24 |
| 2023 | 2 | - | 485,144.29 |
| 2023 | 3 | - | 504,531.73 |
| 2023 | 4 | - | 508,253.64 |
| 2023 | 5 | - | 533,372.48 |
| 2023 | 6 | - | 554,046.23 |
| 2023 | 7 | - | 548,518.86 |
| 2023 | 8 | - | 543,288.31 |
| 2023 | 9 | - | 526,786.94 |
| 2023 | 10 | - | 551,028.22 |
| 2023 | 11 | - | 579,545.29 |
| 2023 | 12 | - | 596,420.71 |
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 | $102.00 |
|
End Value
Average monthly close | $3,960.66 |
| Change in price |
+3,783.00%
+7.01% / yr |
| Change incl. dividends |
+21,654.65%
+10.28% / yr |
| Change incl. dividends, inflation-adjusted |
+2,520.25%
+6.12% / yr |
|
Final amount, nominal ($2500 base) | $543,866.35 |
|
Final amount, inflation-adjusted ($2500 base) | $65,506.25 |