If you invested $13000 in the S&P 500 at the beginning of 1970, you would have about $2,503,598.26 at the end of 2022, assuming you reinvested all dividends. This is a return on investment of 19,158.45%, or 10.43% per year.
This lump-sum investment beats inflation during this period for an inflation-adjusted return of about 2,453.26% cumulatively, or 6.30% per year.
If you used dollar-cost averaging (monthly) instead of a lump-sum investment, you'd have $2,425,547.51.
The graph below shows the performance of $13000 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 $13000 is $2,490,598.26, or 19,158.45%. This means by 2022 you would have $2,503,598.26 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 1970 was 38.800 and the CPI in 2022 was 292.656.
The ratio between these CPIs describes how relative buying power of a dollar has changed over 52 years.
Adjusted for inflation, the $2,503,598.26 nominal end value of the original $13000 investment would have a real return of roughly $318,924.40 in 1970 dollars. This means the inflation-adjusted return is 2,453.26% as opposed to the original 19,158.45%.
For more information on inflation, see our U.S. inflation calculator for 1970.
The table below shows the full dataset pertaining to a $13000 investment, including gains and losses over the 636-month period between 1970 and 2022.
Note that data shown is the monthly average closing price. Returns include dividends.
| Year | Month | Return (%) | Amount ($) | CPI |
|---|---|---|---|---|
| 1970 | 1 | -3.20% | 12,584.51 | 37.80 |
| 1970 | 2 | 2.01% | 12,837.74 | 38.00 |
| 1970 | 3 | -2.75% | 12,485.00 | 38.20 |
| 1970 | 4 | -11.20% | 11,086.80 | 38.50 |
| 1970 | 5 | -0.27% | 11,056.88 | 38.60 |
| 1970 | 6 | 0.52% | 11,114.66 | 38.80 |
| 1970 | 7 | 3.26% | 11,476.53 | 39.00 |
| 1970 | 8 | 6.32% | 12,201.99 | 39.00 |
| 1970 | 9 | 2.49% | 12,505.76 | 39.20 |
| 1970 | 10 | 0.21% | 12,531.62 | 39.40 |
| 1970 | 11 | 7.16% | 13,428.68 | 39.60 |
| 1970 | 12 | 4.11% | 13,980.69 | 39.80 |
| 1971 | 1 | 4.15% | 14,561.03 | 39.80 |
| 1971 | 2 | 2.83% | 14,973.38 | 39.90 |
| 1971 | 3 | 3.67% | 15,523.48 | 40.00 |
| 1971 | 4 | -1.11% | 15,351.50 | 40.10 |
| 1971 | 5 | -1.60% | 15,106.51 | 40.30 |
| 1971 | 6 | -0.46% | 15,036.57 | 40.60 |
| 1971 | 7 | -1.52% | 14,808.45 | 40.70 |
| 1971 | 8 | 2.49% | 15,176.65 | 40.80 |
| 1971 | 9 | -1.86% | 14,893.81 | 40.80 |
| 1971 | 10 | -4.37% | 14,242.72 | 40.90 |
| 1971 | 11 | 7.16% | 15,263.01 | 40.90 |
| 1971 | 12 | 4.42% | 15,938.02 | 41.10 |
| 1972 | 1 | 2.09% | 16,270.64 | 41.10 |
| 1972 | 2 | 2.62% | 16,696.87 | 41.30 |
| 1972 | 3 | 1.26% | 16,907.07 | 41.40 |
| 1972 | 4 | -0.78% | 16,775.89 | 41.50 |
| 1972 | 5 | 0.52% | 16,862.47 | 41.60 |
| 1972 | 6 | -0.50% | 16,777.51 | 41.70 |
| 1972 | 7 | 3.78% | 17,412.31 | 41.90 |
| 1972 | 8 | -1.21% | 17,201.54 | 42.00 |
| 1972 | 9 | 0.42% | 17,273.35 | 42.10 |
| 1972 | 10 | 5.25% | 18,180.93 | 42.30 |
| 1972 | 11 | 2.31% | 18,601.18 | 42.40 |
| 1972 | 12 | 0.99% | 18,785.21 | 42.50 |
| 1973 | 1 | -3.33% | 18,160.58 | 42.60 |
| 1973 | 2 | -1.35% | 17,916.26 | 42.90 |
| 1973 | 3 | -1.63% | 17,623.63 | 43.30 |
| 1973 | 4 | -2.57% | 17,170.75 | 43.60 |
| 1973 | 5 | -1.99% | 16,829.09 | 43.90 |
| 1973 | 6 | 1.21% | 17,032.76 | 44.20 |
| 1973 | 7 | -1.64% | 16,754.20 | 44.30 |
| 1973 | 8 | 2.00% | 17,088.50 | 45.10 |
| 1973 | 9 | 4.24% | 17,812.25 | 45.20 |
| 1973 | 10 | -6.85% | 16,591.60 | 45.60 |
| 1973 | 11 | -6.81% | 15,462.49 | 45.90 |
| 1973 | 12 | 1.70% | 15,725.42 | 46.20 |
| 1974 | 1 | -2.47% | 15,336.55 | 46.60 |
| 1974 | 2 | 4.57% | 16,038.15 | 47.20 |
| 1974 | 3 | -4.82% | 15,265.65 | 47.80 |
| 1974 | 4 | -2.71% | 14,852.61 | 48.00 |
| 1974 | 5 | 0.46% | 14,920.52 | 48.60 |
| 1974 | 6 | -11.35% | 13,227.51 | 49.00 |
| 1974 | 7 | -3.76% | 12,729.53 | 49.40 |
| 1974 | 8 | -10.01% | 11,454.84 | 50.00 |
| 1974 | 9 | 2.38% | 11,727.12 | 50.60 |
| 1974 | 10 | 3.74% | 12,166.12 | 51.10 |
| 1974 | 11 | -6.09% | 11,424.98 | 51.50 |
| 1974 | 12 | 8.63% | 12,411.27 | 51.90 |
| 1975 | 1 | 10.81% | 13,752.62 | 52.10 |
| 1975 | 2 | 4.97% | 14,436.63 | 52.50 |
| 1975 | 3 | 1.49% | 14,651.30 | 52.70 |
| 1975 | 4 | 6.71% | 15,634.79 | 52.90 |
| 1975 | 5 | 2.89% | 16,087.36 | 53.20 |
| 1975 | 6 | 0.43% | 16,156.86 | 53.60 |
| 1975 | 7 | -7.00% | 15,026.48 | 54.20 |
| 1975 | 8 | -0.85% | 14,898.35 | 54.30 |
| 1975 | 9 | 4.97% | 15,638.99 | 54.60 |
| 1975 | 10 | 2.04% | 15,958.29 | 54.90 |
| 1975 | 11 | -1.18% | 15,770.04 | 55.30 |
| 1975 | 12 | 9.55% | 17,275.34 | 55.50 |
| 1976 | 1 | 4.18% | 17,997.12 | 55.60 |
| 1976 | 2 | 0.80% | 18,141.54 | 55.80 |
| 1976 | 3 | 1.10% | 18,340.27 | 55.90 |
| 1976 | 4 | -0.38% | 18,269.97 | 56.10 |
| 1976 | 5 | 0.90% | 18,434.51 | 56.50 |
| 1976 | 6 | 2.67% | 18,925.85 | 56.80 |
| 1976 | 7 | -0.56% | 18,819.75 | 57.10 |
| 1976 | 8 | 2.44% | 19,278.56 | 57.40 |
| 1976 | 9 | -3.11% | 18,679.34 | 57.60 |
| 1976 | 10 | -0.37% | 18,610.85 | 57.90 |
| 1976 | 11 | 3.79% | 19,315.55 | 58.00 |
| 1976 | 12 | -0.54% | 19,211.78 | 58.20 |
| 1977 | 1 | -2.37% | 18,756.73 | 58.50 |
| 1977 | 2 | -0.05% | 18,746.57 | 59.10 |
| 1977 | 3 | -1.19% | 18,522.79 | 59.50 |
| 1977 | 4 | 0.06% | 18,534.74 | 60.00 |
| 1977 | 5 | 0.90% | 18,701.51 | 60.30 |
| 1977 | 6 | 1.28% | 18,941.35 | 60.70 |
| 1977 | 7 | -2.08% | 18,547.63 | 61.00 |
| 1977 | 8 | -1.18% | 18,329.63 | 61.20 |
| 1977 | 9 | -2.20% | 17,926.77 | 61.40 |
| 1977 | 10 | 0.98% | 18,102.66 | 61.60 |
| 1977 | 11 | -0.08% | 18,088.15 | 61.90 |
| 1977 | 12 | -3.39% | 17,474.90 | 62.10 |
| 1978 | 1 | -0.97% | 17,305.04 | 62.50 |
| 1978 | 2 | 0.27% | 17,351.02 | 62.90 |
| 1978 | 3 | 4.83% | 18,189.07 | 63.40 |
| 1978 | 4 | 5.50% | 19,190.25 | 63.90 |
| 1978 | 5 | 0.67% | 19,319.51 | 64.50 |
| 1978 | 6 | -0.06% | 19,307.48 | 65.20 |
| 1978 | 7 | 7.33% | 20,722.36 | 65.70 |
| 1978 | 8 | 0.40% | 20,805.18 | 66.00 |
| 1978 | 9 | -2.77% | 20,228.15 | 66.50 |
| 1978 | 10 | -5.44% | 19,128.21 | 67.10 |
| 1978 | 11 | 1.92% | 19,496.02 | 67.40 |
| 1978 | 12 | 4.19% | 20,311.98 | 67.70 |
| 1979 | 1 | -1.06% | 20,097.30 | 68.30 |
| 1979 | 2 | 2.34% | 20,567.81 | 69.10 |
| 1979 | 3 | 2.43% | 21,067.79 | 69.80 |
| 1979 | 4 | -1.89% | 20,668.97 | 70.60 |
| 1979 | 5 | 2.42% | 21,168.67 | 71.50 |
| 1979 | 6 | 1.42% | 21,469.45 | 72.30 |
| 1979 | 7 | 5.01% | 22,546.00 | 73.10 |
| 1979 | 8 | 1.54% | 22,893.31 | 73.80 |
| 1979 | 9 | -3.35% | 22,125.80 | 74.60 |
| 1979 | 10 | -0.32% | 22,054.46 | 75.20 |
| 1979 | 11 | 4.40% | 23,025.74 | 75.90 |
| 1979 | 12 | 3.31% | 23,788.46 | 76.70 |
| 1980 | 1 | 4.40% | 24,834.17 | 77.80 |
| 1980 | 2 | -8.78% | 22,654.27 | 78.90 |
| 1980 | 3 | -1.16% | 22,391.01 | 80.10 |
| 1980 | 4 | 5.04% | 23,518.65 | 81.00 |
| 1980 | 5 | 6.86% | 25,132.66 | 81.80 |
| 1980 | 6 | 4.97% | 26,381.62 | 82.70 |
| 1980 | 7 | 3.50% | 27,306.21 | 82.70 |
| 1980 | 8 | 2.84% | 28,080.57 | 83.30 |
| 1980 | 9 | 3.32% | 29,014.18 | 84.00 |
| 1980 | 10 | 4.61% | 30,353.10 | 84.80 |
| 1980 | 11 | -1.24% | 29,975.27 | 85.50 |
| 1980 | 12 | 0.01% | 29,978.26 | 86.30 |
| 1981 | 1 | -3.07% | 29,057.88 | 87.00 |
| 1981 | 2 | 4.14% | 30,261.83 | 87.90 |
| 1981 | 3 | 1.29% | 30,653.36 | 88.50 |
| 1981 | 4 | -1.62% | 30,157.61 | 89.10 |
| 1981 | 5 | 0.86% | 30,416.24 | 89.80 |
| 1981 | 6 | -2.02% | 29,802.97 | 90.60 |
| 1981 | 7 | 0.80% | 30,042.16 | 91.60 |
| 1981 | 8 | -8.30% | 27,547.85 | 92.30 |
| 1981 | 9 | 1.73% | 28,023.67 | 93.20 |
| 1981 | 10 | 3.04% | 28,876.64 | 93.40 |
| 1981 | 11 | 1.18% | 29,217.20 | 93.70 |
| 1981 | 12 | -4.80% | 27,813.57 | 94.00 |
| 1982 | 1 | -1.91% | 27,281.25 | 94.30 |
| 1982 | 2 | -2.74% | 26,532.50 | 94.60 |
| 1982 | 3 | 5.47% | 27,983.65 | 94.50 |
| 1982 | 4 | 0.57% | 28,143.06 | 94.90 |
| 1982 | 5 | -5.27% | 26,659.74 | 95.80 |
| 1982 | 6 | 0.24% | 26,724.75 | 97.00 |
| 1982 | 7 | 0.79% | 26,936.94 | 97.50 |
| 1982 | 8 | 12.10% | 30,195.33 | 97.70 |
| 1982 | 9 | 8.88% | 32,877.10 | 97.90 |
| 1982 | 10 | 4.50% | 34,356.54 | 98.20 |
| 1982 | 11 | 1.36% | 34,822.25 | 98.00 |
| 1982 | 12 | 3.93% | 36,189.28 | 97.60 |
| 1983 | 1 | 2.13% | 36,960.12 | 97.80 |
| 1983 | 2 | 3.87% | 38,388.86 | 97.90 |
| 1983 | 3 | 4.20% | 40,000.18 | 97.90 |
| 1983 | 4 | 4.42% | 41,769.80 | 98.60 |
| 1983 | 5 | 1.75% | 42,502.23 | 99.20 |
| 1983 | 6 | 0.71% | 42,803.20 | 99.50 |
| 1983 | 7 | -2.41% | 41,772.85 | 99.90 |
| 1983 | 8 | 3.31% | 43,157.14 | 100.20 |
| 1983 | 9 | 0.65% | 43,436.76 | 100.70 |
| 1983 | 10 | -1.14% | 42,940.96 | 101.00 |
| 1983 | 11 | -0.13% | 42,885.95 | 101.20 |
| 1983 | 12 | 1.58% | 43,561.80 | 101.30 |
| 1984 | 1 | -5.11% | 41,334.84 | 101.90 |
| 1984 | 2 | 0.44% | 41,517.69 | 102.40 |
| 1984 | 3 | 0.51% | 41,728.27 | 102.60 |
| 1984 | 4 | -0.25% | 41,622.87 | 103.10 |
| 1984 | 5 | -1.85% | 40,853.56 | 103.40 |
| 1984 | 6 | -0.91% | 40,482.42 | 103.70 |
| 1984 | 7 | 9.21% | 44,209.46 | 104.10 |
| 1984 | 8 | 1.41% | 44,831.47 | 104.50 |
| 1984 | 9 | -0.41% | 44,646.59 | 105.00 |
| 1984 | 10 | 1.29% | 45,220.70 | 105.30 |
| 1984 | 11 | -0.71% | 44,900.74 | 105.30 |
| 1984 | 12 | 4.70% | 47,009.98 | 105.30 |
| 1985 | 1 | 5.79% | 49,730.62 | 105.50 |
| 1985 | 2 | -0.48% | 49,492.75 | 106.00 |
| 1985 | 3 | 1.02% | 49,999.91 | 106.40 |
| 1985 | 4 | 2.74% | 51,367.72 | 106.90 |
| 1985 | 5 | 2.51% | 52,657.55 | 107.30 |
| 1985 | 6 | 2.25% | 53,840.88 | 107.60 |
| 1985 | 7 | -1.85% | 52,847.35 | 107.80 |
| 1985 | 8 | -1.88% | 51,851.18 | 108.00 |
| 1985 | 9 | 1.50% | 52,626.65 | 108.30 |
| 1985 | 10 | 6.42% | 56,005.55 | 108.70 |
| 1985 | 11 | 5.29% | 58,970.77 | 109.00 |
| 1985 | 12 | 0.75% | 59,414.07 | 109.30 |
| 1986 | 1 | 5.70% | 62,799.03 | 109.60 |
| 1986 | 2 | 6.18% | 66,681.76 | 109.30 |
| 1986 | 3 | 2.74% | 68,509.79 | 108.80 |
| 1986 | 4 | 0.49% | 68,846.74 | 108.60 |
| 1986 | 5 | 3.13% | 71,003.87 | 108.90 |
| 1986 | 6 | -1.80% | 69,723.02 | 109.50 |
| 1986 | 7 | 2.28% | 71,313.30 | 109.50 |
| 1986 | 8 | -2.46% | 69,561.68 | 109.70 |
| 1986 | 9 | -0.09% | 69,499.16 | 110.20 |
| 1986 | 10 | 3.53% | 71,954.53 | 110.30 |
| 1986 | 11 | 1.71% | 73,184.19 | 110.40 |
| 1986 | 12 | 6.67% | 78,068.05 | 110.50 |
| 1987 | 1 | 6.46% | 83,112.71 | 111.20 |
| 1987 | 2 | 4.38% | 86,750.06 | 111.60 |
| 1987 | 3 | -0.86% | 86,007.12 | 112.10 |
| 1987 | 4 | 0.17% | 86,155.77 | 112.70 |
| 1987 | 5 | 4.50% | 90,031.44 | 113.10 |
| 1987 | 6 | 3.12% | 92,842.31 | 113.50 |
| 1987 | 7 | 6.45% | 98,834.36 | 113.80 |
| 1987 | 8 | -3.03% | 95,839.26 | 114.40 |
| 1987 | 9 | -11.85% | 84,478.58 | 115.00 |
| 1987 | 10 | -12.30% | 74,084.83 | 115.30 |
| 1987 | 11 | -1.33% | 73,096.03 | 115.40 |
| 1987 | 12 | 4.25% | 76,200.08 | 115.40 |
| 1988 | 1 | 3.33% | 78,736.45 | 115.70 |
| 1988 | 2 | 3.23% | 81,281.26 | 116.00 |
| 1988 | 3 | -0.89% | 80,561.09 | 116.50 |
| 1988 | 4 | -2.19% | 78,798.20 | 117.10 |
| 1988 | 5 | 6.00% | 83,524.67 | 117.50 |
| 1988 | 6 | -0.31% | 83,268.31 | 118.00 |
| 1988 | 7 | -1.72% | 81,837.36 | 118.50 |
| 1988 | 8 | 1.93% | 83,414.51 | 119.00 |
| 1988 | 9 | 3.80% | 86,585.60 | 119.80 |
| 1988 | 10 | -2.02% | 84,836.36 | 120.20 |
| 1988 | 11 | 2.33% | 86,809.62 | 120.30 |
| 1988 | 12 | 3.51% | 89,858.94 | 120.50 |
| 1989 | 1 | 3.30% | 92,824.15 | 121.10 |
| 1989 | 2 | -0.16% | 92,674.09 | 121.60 |
| 1989 | 3 | 3.56% | 95,977.74 | 122.30 |
| 1989 | 4 | 4.12% | 99,927.51 | 123.10 |
| 1989 | 5 | 3.39% | 103,317.68 | 123.80 |
| 1989 | 6 | 2.80% | 106,210.75 | 124.10 |
| 1989 | 7 | 4.69% | 111,192.84 | 124.40 |
| 1989 | 8 | 0.46% | 111,699.36 | 124.60 |
| 1989 | 9 | 0.29% | 112,019.11 | 125.00 |
| 1989 | 10 | -1.81% | 109,987.58 | 125.60 |
| 1989 | 11 | 2.74% | 112,997.62 | 125.90 |
| 1989 | 12 | -2.21% | 110,498.99 | 126.10 |
| 1990 | 1 | -2.53% | 107,706.48 | 127.40 |
| 1990 | 2 | 2.71% | 110,622.27 | 128.00 |
| 1990 | 3 | 0.20% | 110,839.07 | 128.70 |
| 1990 | 4 | 3.85% | 115,107.40 | 128.90 |
| 1990 | 5 | 3.17% | 118,756.26 | 129.20 |
| 1990 | 6 | 0.17% | 118,957.82 | 129.90 |
| 1990 | 7 | -7.86% | 109,606.27 | 130.40 |
| 1990 | 8 | -4.34% | 104,848.20 | 131.60 |
| 1990 | 9 | -2.32% | 102,420.16 | 132.70 |
| 1990 | 10 | 2.98% | 105,476.18 | 133.50 |
| 1990 | 11 | 4.59% | 110,313.96 | 133.80 |
| 1990 | 12 | -0.69% | 109,558.12 | 133.80 |
| 1991 | 1 | 11.61% | 122,274.28 | 134.60 |
| 1991 | 2 | 3.04% | 125,997.07 | 134.80 |
| 1991 | 3 | 2.26% | 128,843.13 | 135.00 |
| 1991 | 4 | -0.18% | 128,612.66 | 135.20 |
| 1991 | 5 | 0.35% | 129,058.96 | 135.60 |
| 1991 | 6 | 0.78% | 130,066.24 | 136.00 |
| 1991 | 7 | 2.68% | 133,550.63 | 136.20 |
| 1991 | 8 | -0.30% | 133,145.84 | 136.60 |
| 1991 | 9 | 0.18% | 133,387.69 | 137.20 |
| 1991 | 10 | 0.02% | 133,408.76 | 137.40 |
| 1991 | 11 | 0.94% | 134,656.32 | 137.80 |
| 1991 | 12 | 7.36% | 144,564.37 | 137.90 |
| 1992 | 1 | -0.60% | 143,695.76 | 138.10 |
| 1992 | 2 | -1.01% | 142,241.01 | 138.60 |
| 1992 | 3 | 0.26% | 142,616.96 | 139.30 |
| 1992 | 4 | 2.07% | 145,566.78 | 139.50 |
| 1992 | 5 | -1.33% | 143,632.02 | 139.70 |
| 1992 | 6 | 1.91% | 146,378.45 | 140.20 |
| 1992 | 7 | 0.94% | 147,756.93 | 140.50 |
| 1992 | 8 | 0.38% | 148,315.73 | 140.90 |
| 1992 | 9 | -1.18% | 146,562.55 | 141.30 |
| 1992 | 10 | 2.76% | 150,603.14 | 141.80 |
| 1992 | 11 | 3.27% | 155,529.67 | 142.00 |
| 1992 | 12 | 0.14% | 155,751.91 | 141.90 |
| 1993 | 1 | 1.72% | 158,437.46 | 142.60 |
| 1993 | 2 | 2.15% | 161,844.11 | 143.10 |
| 1993 | 3 | -1.34% | 159,672.57 | 143.60 |
| 1993 | 4 | 0.72% | 160,829.76 | 144.00 |
| 1993 | 5 | 0.87% | 162,221.23 | 144.20 |
| 1993 | 6 | 0.06% | 162,320.19 | 144.40 |
| 1993 | 7 | 1.76% | 165,181.03 | 144.40 |
| 1993 | 8 | 1.35% | 167,419.18 | 144.80 |
| 1993 | 9 | 1.24% | 169,498.37 | 145.10 |
| 1993 | 10 | 0.01% | 169,511.16 | 145.70 |
| 1993 | 11 | 0.89% | 171,015.03 | 145.80 |
| 1993 | 12 | 1.74% | 173,983.65 | 145.80 |
| 1994 | 1 | -0.08% | 173,851.94 | 146.20 |
| 1994 | 2 | -1.42% | 171,376.60 | 146.70 |
| 1994 | 3 | -3.35% | 165,641.70 | 147.20 |
| 1994 | 4 | 1.06% | 167,394.59 | 147.40 |
| 1994 | 5 | 1.11% | 169,249.47 | 147.50 |
| 1994 | 6 | -0.52% | 168,371.28 | 148.00 |
| 1994 | 7 | 3.08% | 173,560.61 | 148.40 |
| 1994 | 8 | 0.82% | 174,979.41 | 149.00 |
| 1994 | 9 | -0.44% | 174,202.49 | 149.40 |
| 1994 | 10 | -0.37% | 173,558.14 | 149.50 |
| 1994 | 11 | -1.03% | 171,777.95 | 149.70 |
| 1994 | 12 | 2.45% | 175,988.53 | 149.70 |
| 1995 | 1 | 3.82% | 182,709.69 | 150.30 |
| 1995 | 2 | 2.56% | 187,383.72 | 150.90 |
| 1995 | 3 | 3.22% | 193,409.14 | 151.40 |
| 1995 | 4 | 3.35% | 199,884.01 | 151.90 |
| 1995 | 5 | 3.18% | 206,237.17 | 152.20 |
| 1995 | 6 | 3.55% | 213,553.39 | 152.50 |
| 1995 | 7 | 0.51% | 214,649.19 | 152.50 |
| 1995 | 8 | 3.72% | 222,629.12 | 152.90 |
| 1995 | 9 | 0.91% | 224,660.76 | 153.20 |
| 1995 | 10 | 2.36% | 229,959.13 | 153.70 |
| 1995 | 11 | 3.39% | 237,752.76 | 153.60 |
| 1995 | 12 | 0.16% | 238,139.30 | 153.50 |
| 1996 | 1 | 5.90% | 252,199.98 | 154.40 |
| 1996 | 2 | -0.20% | 251,693.82 | 154.90 |
| 1996 | 3 | 0.20% | 252,189.77 | 155.70 |
| 1996 | 4 | 2.35% | 258,128.40 | 156.30 |
| 1996 | 5 | 1.28% | 261,428.81 | 156.60 |
| 1996 | 6 | -3.48% | 252,340.07 | 156.70 |
| 1996 | 7 | 3.08% | 260,101.42 | 157.00 |
| 1996 | 8 | 2.02% | 265,365.17 | 157.30 |
| 1996 | 9 | 4.12% | 276,296.88 | 157.80 |
| 1996 | 10 | 5.05% | 290,255.62 | 158.30 |
| 1996 | 11 | 1.20% | 293,733.55 | 158.60 |
| 1996 | 12 | 3.26% | 303,302.03 | 158.60 |
| 1997 | 1 | 4.36% | 316,529.53 | 159.10 |
| 1997 | 2 | -0.62% | 314,555.38 | 159.60 |
| 1997 | 3 | -3.41% | 303,844.00 | 160.00 |
| 1997 | 4 | 9.22% | 331,851.82 | 160.20 |
| 1997 | 5 | 5.34% | 349,562.17 | 160.10 |
| 1997 | 6 | 5.74% | 369,612.80 | 160.30 |
| 1997 | 7 | 0.35% | 370,898.27 | 160.50 |
| 1997 | 8 | 1.19% | 375,319.41 | 160.80 |
| 1997 | 9 | 1.65% | 381,494.82 | 161.20 |
| 1997 | 10 | -1.15% | 377,099.84 | 161.60 |
| 1997 | 11 | 2.63% | 387,034.97 | 161.50 |
| 1997 | 12 | 0.24% | 387,952.59 | 161.30 |
| 1998 | 1 | 6.40% | 412,789.93 | 161.60 |
| 1998 | 2 | 5.31% | 434,720.93 | 161.90 |
| 1998 | 3 | 3.41% | 449,526.11 | 162.20 |
| 1998 | 4 | -0.22% | 448,528.80 | 162.50 |
| 1998 | 5 | 0.12% | 449,051.15 | 162.80 |
| 1998 | 6 | 4.47% | 469,113.25 | 163.00 |
| 1998 | 7 | -6.97% | 436,411.33 | 163.20 |
| 1998 | 8 | -4.90% | 415,033.94 | 163.40 |
| 1998 | 9 | 1.29% | 420,391.44 | 163.60 |
| 1998 | 10 | 10.97% | 466,526.81 | 164.00 |
| 1998 | 11 | 4.10% | 485,673.56 | 164.00 |
| 1998 | 12 | 5.05% | 510,188.84 | 163.90 |
| 1999 | 1 | -0.07% | 509,848.49 | 164.30 |
| 1999 | 2 | 2.92% | 524,753.96 | 164.50 |
| 1999 | 3 | 4.25% | 547,056.12 | 165.00 |
| 1999 | 4 | -0.10% | 546,515.46 | 166.20 |
| 1999 | 5 | -0.61% | 543,172.05 | 166.20 |
| 1999 | 6 | 4.52% | 567,736.40 | 166.20 |
| 1999 | 7 | -3.77% | 546,307.84 | 166.70 |
| 1999 | 8 | -0.60% | 543,040.83 | 167.10 |
| 1999 | 9 | -1.27% | 536,130.79 | 167.90 |
| 1999 | 10 | 7.11% | 574,227.97 | 168.20 |
| 1999 | 11 | 2.81% | 590,356.49 | 168.30 |
| 1999 | 12 | -0.12% | 589,654.36 | 168.30 |
| 2000 | 1 | -2.48% | 575,042.27 | 168.80 |
| 2000 | 2 | 3.94% | 597,704.42 | 169.80 |
| 2000 | 3 | 1.42% | 606,219.71 | 171.20 |
| 2000 | 4 | -2.84% | 589,010.38 | 171.30 |
| 2000 | 5 | 3.16% | 607,643.61 | 171.50 |
| 2000 | 6 | 0.85% | 612,810.66 | 172.40 |
| 2000 | 7 | 0.94% | 618,569.31 | 172.80 |
| 2000 | 8 | -1.08% | 611,890.92 | 172.80 |
| 2000 | 9 | -5.21% | 579,985.52 | 173.70 |
| 2000 | 10 | -0.77% | 575,504.76 | 174.00 |
| 2000 | 11 | -3.32% | 556,397.58 | 174.10 |
| 2000 | 12 | 0.46% | 558,929.23 | 174.00 |
| 2001 | 1 | -2.14% | 546,989.06 | 175.10 |
| 2001 | 2 | -9.08% | 497,322.99 | 175.80 |
| 2001 | 3 | 0.45% | 499,554.44 | 176.20 |
| 2001 | 4 | 6.88% | 533,920.46 | 176.90 |
| 2001 | 5 | -2.39% | 521,166.95 | 177.70 |
| 2001 | 6 | -2.66% | 507,302.73 | 178.00 |
| 2001 | 7 | -2.05% | 496,924.13 | 177.50 |
| 2001 | 8 | -11.25% | 441,033.46 | 177.50 |
| 2001 | 9 | 3.18% | 455,076.10 | 178.30 |
| 2001 | 10 | 5.05% | 478,071.76 | 177.70 |
| 2001 | 11 | 1.47% | 485,080.53 | 177.40 |
| 2001 | 12 | -0.30% | 483,636.50 | 176.70 |
| 2002 | 1 | -3.35% | 467,421.28 | 177.10 |
| 2002 | 2 | 4.95% | 490,536.53 | 177.80 |
| 2002 | 3 | -3.51% | 473,296.96 | 178.80 |
| 2002 | 4 | -2.82% | 459,948.23 | 179.80 |
| 2002 | 5 | -5.92% | 432,714.88 | 179.80 |
| 2002 | 6 | -10.76% | 386,161.25 | 179.90 |
| 2002 | 7 | 1.14% | 390,558.82 | 180.10 |
| 2002 | 8 | -4.76% | 371,977.09 | 180.70 |
| 2002 | 9 | -1.37% | 366,892.00 | 181.00 |
| 2002 | 10 | 6.63% | 391,200.71 | 181.30 |
| 2002 | 11 | -1.04% | 387,151.55 | 181.30 |
| 2002 | 12 | -0.22% | 386,290.07 | 180.90 |
| 2003 | 1 | -6.41% | 361,510.19 | 181.70 |
| 2003 | 2 | 1.31% | 366,238.38 | 183.10 |
| 2003 | 3 | 5.29% | 385,597.22 | 184.20 |
| 2003 | 4 | 5.31% | 406,080.96 | 183.80 |
| 2003 | 5 | 5.70% | 429,244.57 | 183.50 |
| 2003 | 6 | 0.60% | 431,802.44 | 183.70 |
| 2003 | 7 | -0.17% | 431,084.25 | 183.90 |
| 2003 | 8 | 3.16% | 444,711.60 | 184.60 |
| 2003 | 9 | 2.03% | 453,729.60 | 185.20 |
| 2003 | 10 | 1.21% | 459,222.38 | 185.00 |
| 2003 | 11 | 3.06% | 473,292.09 | 184.50 |
| 2003 | 12 | 4.93% | 496,648.87 | 184.30 |
| 2004 | 1 | 1.09% | 502,045.76 | 185.20 |
| 2004 | 2 | -1.57% | 494,187.76 | 186.20 |
| 2004 | 3 | 0.97% | 498,972.17 | 187.40 |
| 2004 | 4 | -2.56% | 486,177.26 | 188.00 |
| 2004 | 5 | 2.86% | 500,070.64 | 189.10 |
| 2004 | 6 | -2.24% | 488,875.16 | 189.70 |
| 2004 | 7 | -1.39% | 482,091.67 | 189.40 |
| 2004 | 8 | 2.78% | 495,506.47 | 189.50 |
| 2004 | 9 | 0.10% | 496,014.84 | 189.90 |
| 2004 | 10 | 4.77% | 519,694.07 | 190.90 |
| 2004 | 11 | 2.73% | 533,868.46 | 191.00 |
| 2004 | 12 | -1.35% | 526,665.39 | 190.30 |
| 2005 | 1 | 1.68% | 535,519.72 | 190.70 |
| 2005 | 2 | -0.26% | 534,151.00 | 191.80 |
| 2005 | 3 | -2.41% | 521,283.73 | 193.30 |
| 2005 | 4 | 1.34% | 528,247.41 | 194.60 |
| 2005 | 5 | 2.18% | 539,766.89 | 194.40 |
| 2005 | 6 | 1.81% | 549,524.75 | 194.50 |
| 2005 | 7 | 0.31% | 551,228.37 | 195.40 |
| 2005 | 8 | 0.28% | 552,770.11 | 196.40 |
| 2005 | 9 | -2.62% | 538,264.20 | 198.80 |
| 2005 | 10 | 3.96% | 559,587.77 | 199.20 |
| 2005 | 11 | 2.14% | 571,586.06 | 197.60 |
| 2005 | 12 | 1.47% | 579,969.92 | 196.80 |
| 2006 | 1 | -0.02% | 579,873.41 | 198.30 |
| 2006 | 2 | 1.49% | 588,491.13 | 198.70 |
| 2006 | 3 | 0.80% | 593,189.24 | 199.80 |
| 2006 | 4 | -0.79% | 588,523.00 | 201.50 |
| 2006 | 5 | -2.71% | 572,598.79 | 202.50 |
| 2006 | 6 | 0.72% | 576,721.73 | 202.90 |
| 2006 | 7 | 2.29% | 589,938.80 | 203.50 |
| 2006 | 8 | 2.53% | 604,871.18 | 203.90 |
| 2006 | 9 | 3.62% | 626,742.80 | 202.90 |
| 2006 | 10 | 2.00% | 639,287.95 | 201.80 |
| 2006 | 11 | 2.15% | 653,021.55 | 201.50 |
| 2006 | 12 | 0.69% | 657,545.85 | 201.80 |
| 2007 | 1 | 1.60% | 668,040.60 | 202.42 |
| 2007 | 2 | -2.47% | 651,514.00 | 203.50 |
| 2007 | 3 | 4.18% | 678,748.98 | 205.35 |
| 2007 | 4 | 3.39% | 701,770.47 | 206.69 |
| 2007 | 5 | 0.34% | 704,190.89 | 207.95 |
| 2007 | 6 | 0.57% | 708,237.31 | 208.35 |
| 2007 | 7 | -4.20% | 678,483.50 | 208.30 |
| 2007 | 8 | 3.07% | 699,345.12 | 207.92 |
| 2007 | 9 | 2.99% | 720,266.96 | 208.49 |
| 2007 | 10 | -4.81% | 685,648.70 | 208.94 |
| 2007 | 11 | 1.24% | 694,138.54 | 210.18 |
| 2007 | 12 | -6.64% | 648,081.08 | 210.04 |
| 2008 | 1 | -1.56% | 637,945.32 | 211.08 |
| 2008 | 2 | -2.63% | 621,188.82 | 211.69 |
| 2008 | 3 | 4.24% | 647,550.84 | 213.53 |
| 2008 | 4 | 2.56% | 664,145.01 | 214.82 |
| 2008 | 5 | -4.25% | 635,941.54 | 216.63 |
| 2008 | 6 | -6.08% | 597,286.02 | 218.82 |
| 2008 | 7 | 2.11% | 609,891.95 | 219.96 |
| 2008 | 8 | -4.85% | 580,327.22 | 219.09 |
| 2008 | 9 | -20.19% | 463,138.35 | 218.78 |
| 2008 | 10 | -8.61% | 423,283.68 | 216.57 |
| 2008 | 11 | -0.35% | 421,797.03 | 212.43 |
| 2008 | 12 | -1.10% | 417,176.01 | 210.23 |
| 2009 | 1 | -6.70% | 389,214.76 | 211.14 |
| 2009 | 2 | -5.69% | 367,078.42 | 212.19 |
| 2009 | 3 | 12.32% | 412,308.90 | 212.71 |
| 2009 | 4 | 6.66% | 439,767.94 | 213.24 |
| 2009 | 5 | 2.87% | 452,384.27 | 213.86 |
| 2009 | 6 | 1.28% | 458,164.12 | 215.69 |
| 2009 | 7 | 8.12% | 495,370.46 | 215.35 |
| 2009 | 8 | 3.65% | 513,453.19 | 215.83 |
| 2009 | 9 | 2.40% | 525,792.02 | 215.97 |
| 2009 | 10 | 2.09% | 536,803.82 | 216.18 |
| 2009 | 11 | 2.23% | 548,752.31 | 216.33 |
| 2009 | 12 | 1.36% | 556,198.70 | 215.95 |
| 2010 | 1 | -2.90% | 540,077.43 | 216.69 |
| 2010 | 2 | 5.94% | 572,174.42 | 216.74 |
| 2010 | 3 | 4.09% | 595,564.52 | 217.63 |
| 2010 | 4 | -5.88% | 560,531.05 | 218.01 |
| 2010 | 5 | -3.54% | 540,668.27 | 218.18 |
| 2010 | 6 | -0.16% | 539,808.21 | 217.97 |
| 2010 | 7 | 0.86% | 544,470.06 | 218.01 |
| 2010 | 8 | 3.37% | 562,824.99 | 218.31 |
| 2010 | 9 | 4.58% | 588,587.94 | 218.44 |
| 2010 | 10 | 2.49% | 603,249.17 | 218.71 |
| 2010 | 11 | 3.71% | 625,652.25 | 218.80 |
| 2010 | 12 | 3.46% | 647,313.54 | 219.18 |
| 2011 | 1 | 3.15% | 667,709.51 | 220.22 |
| 2011 | 2 | -1.11% | 660,281.50 | 221.31 |
| 2011 | 3 | 2.22% | 674,946.24 | 223.47 |
| 2011 | 4 | 0.66% | 679,395.72 | 224.91 |
| 2011 | 5 | -3.66% | 654,512.17 | 225.96 |
| 2011 | 6 | 3.10% | 674,813.41 | 225.72 |
| 2011 | 7 | -10.40% | 604,628.45 | 225.92 |
| 2011 | 8 | -0.79% | 599,856.45 | 226.55 |
| 2011 | 9 | 3.02% | 617,965.55 | 226.89 |
| 2011 | 10 | 1.77% | 628,885.76 | 226.42 |
| 2011 | 11 | 1.55% | 638,663.37 | 226.23 |
| 2011 | 12 | 4.78% | 669,207.81 | 225.67 |
| 2012 | 1 | 4.16% | 697,064.31 | 226.67 |
| 2012 | 2 | 2.88% | 717,166.51 | 227.66 |
| 2012 | 3 | -0.04% | 716,892.48 | 229.39 |
| 2012 | 4 | -3.09% | 694,733.68 | 230.09 |
| 2012 | 5 | -1.15% | 686,727.49 | 229.82 |
| 2012 | 6 | 2.92% | 706,787.40 | 229.48 |
| 2012 | 7 | 3.39% | 730,731.24 | 229.10 |
| 2012 | 8 | 3.02% | 752,807.84 | 230.38 |
| 2012 | 9 | -0.22% | 751,173.24 | 231.41 |
| 2012 | 10 | -2.84% | 729,858.74 | 231.32 |
| 2012 | 11 | 2.18% | 745,737.07 | 230.22 |
| 2012 | 12 | 4.27% | 777,570.81 | 229.60 |
| 2013 | 1 | 2.33% | 795,711.71 | 230.28 |
| 2013 | 2 | 2.72% | 817,374.59 | 232.17 |
| 2013 | 3 | 1.45% | 829,257.52 | 232.77 |
| 2013 | 4 | 4.57% | 867,189.99 | 232.53 |
| 2013 | 5 | -1.12% | 857,496.76 | 232.95 |
| 2013 | 6 | 3.25% | 885,403.79 | 233.50 |
| 2013 | 7 | 0.25% | 887,639.69 | 233.60 |
| 2013 | 8 | 1.19% | 898,224.50 | 233.88 |
| 2013 | 9 | 2.12% | 917,244.85 | 234.15 |
| 2013 | 10 | 3.86% | 952,650.45 | 233.55 |
| 2013 | 11 | 1.52% | 967,146.57 | 233.07 |
| 2013 | 12 | 0.97% | 976,506.69 | 233.05 |
| 2014 | 1 | -0.13% | 975,236.88 | 233.92 |
| 2014 | 2 | 2.72% | 1,001,785.45 | 234.78 |
| 2014 | 3 | 0.20% | 1,003,806.29 | 236.29 |
| 2014 | 4 | 1.53% | 1,019,184.95 | 237.07 |
| 2014 | 5 | 3.20% | 1,051,761.34 | 237.90 |
| 2014 | 6 | 1.50% | 1,067,493.82 | 238.34 |
| 2014 | 7 | -0.43% | 1,062,936.15 | 238.25 |
| 2014 | 8 | 1.78% | 1,081,835.51 | 237.85 |
| 2014 | 9 | -2.65% | 1,053,203.83 | 238.03 |
| 2014 | 10 | 5.71% | 1,113,295.98 | 237.43 |
| 2014 | 11 | 0.63% | 1,120,353.02 | 236.15 |
| 2014 | 12 | -1.11% | 1,107,916.60 | 234.81 |
| 2015 | 1 | 2.83% | 1,139,241.81 | 233.71 |
| 2015 | 2 | 0.06% | 1,139,872.53 | 234.72 |
| 2015 | 3 | 0.88% | 1,149,885.28 | 236.12 |
| 2015 | 4 | 0.98% | 1,161,141.55 | 236.60 |
| 2015 | 5 | -0.44% | 1,156,084.78 | 237.81 |
| 2015 | 6 | -0.08% | 1,155,164.19 | 238.64 |
| 2015 | 7 | -2.42% | 1,127,158.42 | 238.65 |
| 2015 | 8 | -4.51% | 1,076,356.31 | 238.32 |
| 2015 | 9 | 4.32% | 1,122,823.90 | 237.95 |
| 2015 | 10 | 2.93% | 1,155,750.37 | 237.84 |
| 2015 | 11 | -1.10% | 1,143,002.79 | 237.34 |
| 2015 | 12 | -6.42% | 1,069,626.34 | 236.53 |
| 2016 | 1 | -0.55% | 1,063,744.37 | 236.92 |
| 2016 | 2 | 6.36% | 1,131,427.52 | 237.11 |
| 2016 | 3 | 2.83% | 1,163,461.18 | 238.13 |
| 2016 | 4 | -0.30% | 1,159,920.01 | 239.26 |
| 2016 | 5 | 1.07% | 1,172,290.44 | 240.23 |
| 2016 | 6 | 3.30% | 1,210,946.00 | 241.02 |
| 2016 | 7 | 1.20% | 1,225,468.36 | 240.63 |
| 2016 | 8 | -0.44% | 1,220,092.58 | 240.85 |
| 2016 | 9 | -0.51% | 1,213,919.14 | 241.43 |
| 2016 | 10 | 1.20% | 1,228,500.26 | 241.73 |
| 2016 | 11 | 3.95% | 1,276,976.44 | 241.35 |
| 2016 | 12 | 1.44% | 1,295,334.69 | 241.43 |
| 2017 | 1 | 2.58% | 1,328,708.28 | 242.84 |
| 2017 | 2 | 1.75% | 1,351,950.81 | 243.60 |
| 2017 | 3 | -0.15% | 1,349,868.75 | 243.80 |
| 2017 | 4 | 1.69% | 1,372,713.56 | 244.52 |
| 2017 | 5 | 1.78% | 1,397,098.83 | 244.73 |
| 2017 | 6 | 0.99% | 1,410,900.55 | 244.96 |
| 2017 | 7 | 0.25% | 1,414,396.83 | 244.79 |
| 2017 | 8 | 1.65% | 1,437,780.53 | 245.52 |
| 2017 | 9 | 2.73% | 1,477,100.94 | 246.82 |
| 2017 | 10 | 1.59% | 1,500,580.48 | 246.66 |
| 2017 | 11 | 2.88% | 1,543,849.51 | 246.67 |
| 2017 | 12 | 4.86% | 1,618,909.91 | 246.52 |
| 2018 | 1 | -2.89% | 1,572,177.05 | 247.87 |
| 2018 | 2 | 0.06% | 1,573,192.34 | 248.99 |
| 2018 | 3 | -1.66% | 1,547,014.86 | 249.55 |
| 2018 | 4 | 1.96% | 1,577,361.43 | 250.55 |
| 2018 | 5 | 2.11% | 1,610,690.60 | 251.59 |
| 2018 | 6 | 1.58% | 1,636,151.46 | 251.99 |
| 2018 | 7 | 2.45% | 1,676,250.34 | 252.01 |
| 2018 | 8 | 1.68% | 1,704,407.12 | 252.15 |
| 2018 | 9 | -3.85% | 1,638,804.73 | 252.44 |
| 2018 | 10 | -2.08% | 1,604,781.37 | 252.89 |
| 2018 | 11 | -5.56% | 1,515,515.21 | 252.04 |
| 2018 | 12 | 1.74% | 1,541,819.04 | 251.23 |
| 2019 | 1 | 5.83% | 1,631,690.17 | 251.71 |
| 2019 | 2 | 1.95% | 1,663,475.85 | 252.78 |
| 2019 | 3 | 3.72% | 1,725,410.71 | 254.20 |
| 2019 | 4 | -1.53% | 1,698,981.07 | 255.55 |
| 2019 | 5 | 1.40% | 1,722,847.49 | 256.09 |
| 2019 | 6 | 3.83% | 1,788,786.79 | 256.14 |
| 2019 | 7 | -3.13% | 1,732,718.80 | 256.57 |
| 2019 | 8 | 3.09% | 1,786,177.12 | 256.56 |
| 2019 | 9 | 0.01% | 1,786,352.21 | 256.76 |
| 2019 | 10 | 4.43% | 1,865,553.57 | 257.35 |
| 2019 | 11 | 2.47% | 1,911,620.06 | 257.21 |
| 2019 | 12 | 3.35% | 1,975,590.46 | 256.97 |
| 2020 | 1 | 0.12% | 1,978,002.20 | 257.97 |
| 2020 | 2 | -18.92% | 1,603,809.50 | 258.68 |
| 2020 | 3 | 4.32% | 1,673,071.85 | 258.12 |
| 2020 | 4 | 5.89% | 1,771,571.70 | 256.39 |
| 2020 | 5 | 6.51% | 1,886,870.41 | 256.39 |
| 2020 | 6 | 3.48% | 1,952,466.23 | 257.80 |
| 2020 | 7 | 5.89% | 2,067,534.92 | 259.10 |
| 2020 | 8 | -0.63% | 2,054,571.42 | 259.92 |
| 2020 | 9 | 1.73% | 2,090,033.35 | 260.28 |
| 2020 | 10 | 3.95% | 2,172,675.71 | 260.39 |
| 2020 | 11 | 4.26% | 2,265,233.44 | 260.23 |
| 2020 | 12 | 2.80% | 2,328,553.50 | 260.47 |
| 2021 | 1 | 2.49% | 2,386,570.08 | 261.58 |
| 2021 | 2 | 0.82% | 2,406,172.36 | 263.01 |
| 2021 | 3 | 6.02% | 2,551,059.69 | 264.88 |
| 2021 | 4 | 0.76% | 2,570,453.65 | 267.05 |
| 2021 | 5 | 1.81% | 2,616,989.73 | 269.20 |
| 2021 | 6 | 3.07% | 2,697,284.25 | 271.70 |
| 2021 | 7 | 2.19% | 2,756,224.27 | 273.00 |
| 2021 | 8 | -0.08% | 2,753,895.30 | 273.57 |
| 2021 | 9 | 0.45% | 2,766,347.75 | 274.31 |
| 2021 | 10 | 4.74% | 2,897,603.87 | 276.59 |
| 2021 | 11 | 0.27% | 2,905,294.22 | 277.95 |
| 2021 | 12 | -2.05% | 2,845,678.95 | 278.80 |
| 2022 | 1 | -2.90% | 2,763,081.13 | 281.15 |
| 2022 | 2 | -0.89% | 2,738,418.32 | 283.72 |
| 2022 | 3 | 0.12% | 2,741,657.92 | 287.50 |
| 2022 | 4 | -7.87% | 2,525,814.59 | 289.11 |
| 2022 | 5 | -3.37% | 2,440,710.17 | 292.30 |
| 2022 | 6 | 0.46% | 2,452,051.79 | 296.31 |
| 2022 | 7 | 6.45% | 2,610,145.23 | 296.28 |
| 2022 | 8 | -7.28% | 2,420,194.41 | 296.17 |
| 2022 | 9 | -3.09% | 2,345,381.97 | 296.81 |
| 2022 | 10 | 5.29% | 2,469,337.61 | 298.01 |
| 2022 | 11 | 0.01% | 2,469,605.22 | 297.71 |
| 2022 | 12 | 1.38% | 2,503,598.26 | 296.80 |
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 $13,000.00 up-front. Instead, the capital is invested over a period of time.
Consider a strategy in which $13,000.00 was invested in the S&P 500 over a period of no more than 24 months beginning in 1970. This would result in a final amount of $2,425,547.51, including dividend reinvestments. In this particular case, dollar-cost average returns are less than the returns of a lump-sum investment (which ends with $2,503,598.26).
| Year | Month | Contribution ($) | Amount ($) |
|---|---|---|---|
| 1970 | 1 | 541.66 | 522.77 |
| 1970 | 2 | 541.66 | 1,084.21 |
| 1970 | 3 | 541.66 | 1,579.58 |
| 1970 | 4 | 541.66 | 1,882.01 |
| 1970 | 5 | 541.66 | 2,415.25 |
| 1970 | 6 | 541.66 | 2,970.46 |
| 1970 | 7 | 541.66 | 3,624.57 |
| 1970 | 8 | 541.66 | 4,427.74 |
| 1970 | 9 | 541.66 | 5,091.37 |
| 1970 | 10 | 541.66 | 5,642.98 |
| 1970 | 11 | 541.66 | 6,625.67 |
| 1970 | 12 | 541.66 | 7,460.38 |
| 1971 | 1 | 541.66 | 8,332.70 |
| 1971 | 2 | 541.66 | 9,124.22 |
| 1971 | 3 | 541.66 | 10,019.58 |
| 1971 | 4 | 541.66 | 10,442.87 |
| 1971 | 5 | 541.66 | 10,807.86 |
| 1971 | 6 | 541.66 | 11,295.57 |
| 1971 | 7 | 541.66 | 11,656.23 |
| 1971 | 8 | 541.66 | 12,499.75 |
| 1971 | 9 | 541.66 | 12,796.95 |
| 1971 | 10 | 541.66 | 12,754.08 |
| 1971 | 11 | 541.66 | 14,246.70 |
| 1971 | 12 | 541.82 | 15,441.15 |
| 1972 | 1 | - | 15,763.40 |
| 1972 | 2 | - | 16,176.34 |
| 1972 | 3 | - | 16,379.98 |
| 1972 | 4 | - | 16,252.89 |
| 1972 | 5 | - | 16,336.77 |
| 1972 | 6 | - | 16,254.46 |
| 1972 | 7 | - | 16,869.48 |
| 1972 | 8 | - | 16,665.28 |
| 1972 | 9 | - | 16,734.84 |
| 1972 | 10 | - | 17,614.13 |
| 1972 | 11 | - | 18,021.28 |
| 1972 | 12 | - | 18,199.58 |
| 1973 | 1 | - | 17,594.42 |
| 1973 | 2 | - | 17,357.71 |
| 1973 | 3 | - | 17,074.21 |
| 1973 | 4 | - | 16,635.44 |
| 1973 | 5 | - | 16,304.43 |
| 1973 | 6 | - | 16,501.75 |
| 1973 | 7 | - | 16,231.88 |
| 1973 | 8 | - | 16,555.75 |
| 1973 | 9 | - | 17,256.94 |
| 1973 | 10 | - | 16,074.35 |
| 1973 | 11 | - | 14,980.44 |
| 1973 | 12 | - | 15,235.18 |
| 1974 | 1 | - | 14,858.43 |
| 1974 | 2 | - | 15,538.15 |
| 1974 | 3 | - | 14,789.73 |
| 1974 | 4 | - | 14,389.57 |
| 1974 | 5 | - | 14,455.37 |
| 1974 | 6 | - | 12,815.14 |
| 1974 | 7 | - | 12,332.68 |
| 1974 | 8 | - | 11,097.73 |
| 1974 | 9 | - | 11,361.52 |
| 1974 | 10 | - | 11,786.83 |
| 1974 | 11 | - | 11,068.80 |
| 1974 | 12 | - | 12,024.34 |
| 1975 | 1 | - | 13,323.88 |
| 1975 | 2 | - | 13,986.56 |
| 1975 | 3 | - | 14,194.54 |
| 1975 | 4 | - | 15,147.37 |
| 1975 | 5 | - | 15,585.83 |
| 1975 | 6 | - | 15,653.16 |
| 1975 | 7 | - | 14,558.03 |
| 1975 | 8 | - | 14,433.89 |
| 1975 | 9 | - | 15,151.44 |
| 1975 | 10 | - | 15,460.79 |
| 1975 | 11 | - | 15,278.40 |
| 1975 | 12 | - | 16,736.77 |
| 1976 | 1 | - | 17,436.06 |
| 1976 | 2 | - | 17,575.97 |
| 1976 | 3 | - | 17,768.50 |
| 1976 | 4 | - | 17,700.40 |
| 1976 | 5 | - | 17,859.81 |
| 1976 | 6 | - | 18,335.83 |
| 1976 | 7 | - | 18,233.04 |
| 1976 | 8 | - | 18,677.54 |
| 1976 | 9 | - | 18,097.00 |
| 1976 | 10 | - | 18,030.65 |
| 1976 | 11 | - | 18,713.38 |
| 1976 | 12 | - | 18,612.84 |
| 1977 | 1 | - | 18,171.98 |
| 1977 | 2 | - | 18,162.13 |
| 1977 | 3 | - | 17,945.34 |
| 1977 | 4 | - | 17,956.91 |
| 1977 | 5 | - | 18,118.48 |
| 1977 | 6 | - | 18,350.84 |
| 1977 | 7 | - | 17,969.40 |
| 1977 | 8 | - | 17,758.20 |
| 1977 | 9 | - | 17,367.90 |
| 1977 | 10 | - | 17,538.30 |
| 1977 | 11 | - | 17,524.24 |
| 1977 | 12 | - | 16,930.11 |
| 1978 | 1 | - | 16,765.55 |
| 1978 | 2 | - | 16,810.09 |
| 1978 | 3 | - | 17,622.02 |
| 1978 | 4 | - | 18,591.99 |
| 1978 | 5 | - | 18,717.22 |
| 1978 | 6 | - | 18,705.56 |
| 1978 | 7 | - | 20,076.33 |
| 1978 | 8 | - | 20,156.57 |
| 1978 | 9 | - | 19,597.53 |
| 1978 | 10 | - | 18,531.88 |
| 1978 | 11 | - | 18,888.22 |
| 1978 | 12 | - | 19,678.75 |
| 1979 | 1 | - | 19,470.75 |
| 1979 | 2 | - | 19,926.60 |
| 1979 | 3 | - | 20,410.99 |
| 1979 | 4 | - | 20,024.61 |
| 1979 | 5 | - | 20,508.73 |
| 1979 | 6 | - | 20,800.13 |
| 1979 | 7 | - | 21,843.12 |
| 1979 | 8 | - | 22,179.60 |
| 1979 | 9 | - | 21,436.02 |
| 1979 | 10 | - | 21,366.91 |
| 1979 | 11 | - | 22,307.90 |
| 1979 | 12 | - | 23,046.84 |
| 1980 | 1 | - | 24,059.95 |
| 1980 | 2 | - | 21,948.01 |
| 1980 | 3 | - | 21,692.96 |
| 1980 | 4 | - | 22,785.45 |
| 1980 | 5 | - | 24,349.14 |
| 1980 | 6 | - | 25,559.16 |
| 1980 | 7 | - | 26,454.93 |
| 1980 | 8 | - | 27,205.14 |
| 1980 | 9 | - | 28,109.65 |
| 1980 | 10 | - | 29,406.83 |
| 1980 | 11 | - | 29,040.78 |
| 1980 | 12 | - | 29,043.68 |
| 1981 | 1 | - | 28,151.98 |
| 1981 | 2 | - | 29,318.41 |
| 1981 | 3 | - | 29,697.73 |
| 1981 | 4 | - | 29,217.43 |
| 1981 | 5 | - | 29,468.00 |
| 1981 | 6 | - | 28,873.85 |
| 1981 | 7 | - | 29,105.58 |
| 1981 | 8 | - | 26,689.04 |
| 1981 | 9 | - | 27,150.02 |
| 1981 | 10 | - | 27,976.40 |
| 1981 | 11 | - | 28,306.34 |
| 1981 | 12 | - | 26,946.47 |
| 1982 | 1 | - | 26,430.74 |
| 1982 | 2 | - | 25,705.34 |
| 1982 | 3 | - | 27,111.25 |
| 1982 | 4 | - | 27,265.68 |
| 1982 | 5 | - | 25,828.61 |
| 1982 | 6 | - | 25,891.60 |
| 1982 | 7 | - | 26,097.17 |
| 1982 | 8 | - | 29,253.98 |
| 1982 | 9 | - | 31,852.14 |
| 1982 | 10 | - | 33,285.46 |
| 1982 | 11 | - | 33,736.65 |
| 1982 | 12 | - | 35,061.07 |
| 1983 | 1 | - | 35,807.87 |
| 1983 | 2 | - | 37,192.07 |
| 1983 | 3 | - | 38,753.16 |
| 1983 | 4 | - | 40,467.61 |
| 1983 | 5 | - | 41,177.21 |
| 1983 | 6 | - | 41,468.80 |
| 1983 | 7 | - | 40,470.57 |
| 1983 | 8 | - | 41,811.69 |
| 1983 | 9 | - | 42,082.60 |
| 1983 | 10 | - | 41,602.26 |
| 1983 | 11 | - | 41,548.96 |
| 1983 | 12 | - | 42,203.74 |
| 1984 | 1 | - | 40,046.21 |
| 1984 | 2 | - | 40,223.36 |
| 1984 | 3 | - | 40,427.37 |
| 1984 | 4 | - | 40,325.26 |
| 1984 | 5 | - | 39,579.93 |
| 1984 | 6 | - | 39,220.37 |
| 1984 | 7 | - | 42,831.21 |
| 1984 | 8 | - | 43,433.83 |
| 1984 | 9 | - | 43,254.71 |
| 1984 | 10 | - | 43,810.93 |
| 1984 | 11 | - | 43,500.94 |
| 1984 | 12 | - | 45,544.42 |
| 1985 | 1 | - | 48,180.25 |
| 1985 | 2 | - | 47,949.79 |
| 1985 | 3 | - | 48,441.14 |
| 1985 | 4 | - | 49,766.31 |
| 1985 | 5 | - | 51,015.93 |
| 1985 | 6 | - | 52,162.37 |
| 1985 | 7 | - | 51,199.81 |
| 1985 | 8 | - | 50,234.69 |
| 1985 | 9 | - | 50,985.99 |
| 1985 | 10 | - | 54,259.55 |
| 1985 | 11 | - | 57,132.33 |
| 1985 | 12 | - | 57,561.81 |
| 1986 | 1 | - | 60,841.25 |
| 1986 | 2 | - | 64,602.92 |
| 1986 | 3 | - | 66,373.96 |
| 1986 | 4 | - | 66,700.41 |
| 1986 | 5 | - | 68,790.30 |
| 1986 | 6 | - | 67,549.38 |
| 1986 | 7 | - | 69,090.08 |
| 1986 | 8 | - | 67,393.07 |
| 1986 | 9 | - | 67,332.50 |
| 1986 | 10 | - | 69,711.32 |
| 1986 | 11 | - | 70,902.65 |
| 1986 | 12 | - | 75,634.24 |
| 1987 | 1 | - | 80,521.63 |
| 1987 | 2 | - | 84,045.59 |
| 1987 | 3 | - | 83,325.82 |
| 1987 | 4 | - | 83,469.83 |
| 1987 | 5 | - | 87,224.67 |
| 1987 | 6 | - | 89,947.91 |
| 1987 | 7 | - | 95,753.16 |
| 1987 | 8 | - | 92,851.43 |
| 1987 | 9 | - | 81,844.93 |
| 1987 | 10 | - | 71,775.21 |
| 1987 | 11 | - | 70,817.23 |
| 1987 | 12 | - | 73,824.51 |
| 1988 | 1 | - | 76,281.81 |
| 1988 | 2 | - | 78,747.28 |
| 1988 | 3 | - | 78,049.56 |
| 1988 | 4 | - | 76,341.63 |
| 1988 | 5 | - | 80,920.75 |
| 1988 | 6 | - | 80,672.39 |
| 1988 | 7 | - | 79,286.05 |
| 1988 | 8 | - | 80,814.02 |
| 1988 | 9 | - | 83,886.26 |
| 1988 | 10 | - | 82,191.55 |
| 1988 | 11 | - | 84,103.29 |
| 1988 | 12 | - | 87,057.55 |
| 1989 | 1 | - | 89,930.32 |
| 1989 | 2 | - | 89,784.94 |
| 1989 | 3 | - | 92,985.59 |
| 1989 | 4 | - | 96,812.23 |
| 1989 | 5 | - | 100,096.70 |
| 1989 | 6 | - | 102,899.59 |
| 1989 | 7 | - | 107,726.35 |
| 1989 | 8 | - | 108,217.09 |
| 1989 | 9 | - | 108,526.86 |
| 1989 | 10 | - | 106,558.67 |
| 1989 | 11 | - | 109,474.87 |
| 1989 | 12 | - | 107,054.13 |
| 1990 | 1 | - | 104,348.68 |
| 1990 | 2 | - | 107,173.57 |
| 1990 | 3 | - | 107,383.62 |
| 1990 | 4 | - | 111,518.88 |
| 1990 | 5 | - | 115,053.98 |
| 1990 | 6 | - | 115,249.25 |
| 1990 | 7 | - | 106,189.25 |
| 1990 | 8 | - | 101,579.51 |
| 1990 | 9 | - | 99,227.16 |
| 1990 | 10 | - | 102,187.92 |
| 1990 | 11 | - | 106,874.87 |
| 1990 | 12 | - | 106,142.60 |
| 1991 | 1 | - | 118,462.33 |
| 1991 | 2 | - | 122,069.06 |
| 1991 | 3 | - | 124,826.39 |
| 1991 | 4 | - | 124,603.10 |
| 1991 | 5 | - | 125,035.49 |
| 1991 | 6 | - | 126,011.37 |
| 1991 | 7 | - | 129,387.13 |
| 1991 | 8 | - | 128,994.96 |
| 1991 | 9 | - | 129,229.27 |
| 1991 | 10 | - | 129,249.69 |
| 1991 | 11 | - | 130,458.35 |
| 1991 | 12 | - | 140,057.51 |
| 1992 | 1 | - | 139,215.98 |
| 1992 | 2 | - | 137,806.59 |
| 1992 | 3 | - | 138,170.82 |
| 1992 | 4 | - | 141,028.67 |
| 1992 | 5 | - | 139,154.23 |
| 1992 | 6 | - | 141,815.04 |
| 1992 | 7 | - | 143,150.54 |
| 1992 | 8 | - | 143,691.92 |
| 1992 | 9 | - | 141,993.40 |
| 1992 | 10 | - | 145,908.02 |
| 1992 | 11 | - | 150,680.97 |
| 1992 | 12 | - | 150,896.28 |
| 1993 | 1 | - | 153,498.10 |
| 1993 | 2 | - | 156,798.55 |
| 1993 | 3 | - | 154,694.71 |
| 1993 | 4 | - | 155,815.82 |
| 1993 | 5 | - | 157,163.91 |
| 1993 | 6 | - | 157,259.79 |
| 1993 | 7 | - | 160,031.44 |
| 1993 | 8 | - | 162,199.82 |
| 1993 | 9 | - | 164,214.19 |
| 1993 | 10 | - | 164,226.58 |
| 1993 | 11 | - | 165,683.56 |
| 1993 | 12 | - | 168,559.63 |
| 1994 | 1 | - | 168,432.03 |
| 1994 | 2 | - | 166,033.87 |
| 1994 | 3 | - | 160,477.75 |
| 1994 | 4 | - | 162,175.99 |
| 1994 | 5 | - | 163,973.05 |
| 1994 | 6 | - | 163,122.23 |
| 1994 | 7 | - | 168,149.79 |
| 1994 | 8 | - | 169,524.35 |
| 1994 | 9 | - | 168,771.65 |
| 1994 | 10 | - | 168,147.40 |
| 1994 | 11 | - | 166,422.70 |
| 1994 | 12 | - | 170,502.01 |
| 1995 | 1 | - | 177,013.64 |
| 1995 | 2 | - | 181,541.95 |
| 1995 | 3 | - | 187,379.53 |
| 1995 | 4 | - | 193,652.54 |
| 1995 | 5 | - | 199,807.64 |
| 1995 | 6 | - | 206,895.77 |
| 1995 | 7 | - | 207,957.41 |
| 1995 | 8 | - | 215,688.57 |
| 1995 | 9 | - | 217,656.87 |
| 1995 | 10 | - | 222,790.06 |
| 1995 | 11 | - | 230,340.72 |
| 1995 | 12 | - | 230,715.21 |
| 1996 | 1 | - | 244,337.54 |
| 1996 | 2 | - | 243,847.16 |
| 1996 | 3 | - | 244,327.64 |
| 1996 | 4 | - | 250,081.13 |
| 1996 | 5 | - | 253,278.65 |
| 1996 | 6 | - | 244,473.26 |
| 1996 | 7 | - | 251,992.65 |
| 1996 | 8 | - | 257,092.29 |
| 1996 | 9 | - | 267,683.20 |
| 1996 | 10 | - | 281,206.78 |
| 1996 | 11 | - | 284,576.28 |
| 1996 | 12 | - | 293,846.46 |
| 1997 | 1 | - | 306,661.59 |
| 1997 | 2 | - | 304,748.98 |
| 1997 | 3 | - | 294,371.53 |
| 1997 | 4 | - | 321,506.20 |
| 1997 | 5 | - | 338,664.42 |
| 1997 | 6 | - | 358,089.96 |
| 1997 | 7 | - | 359,335.36 |
| 1997 | 8 | - | 363,618.66 |
| 1997 | 9 | - | 369,601.56 |
| 1997 | 10 | - | 365,343.59 |
| 1997 | 11 | - | 374,968.99 |
| 1997 | 12 | - | 375,858.00 |
| 1998 | 1 | - | 399,921.02 |
| 1998 | 2 | - | 421,168.32 |
| 1998 | 3 | - | 435,511.94 |
| 1998 | 4 | - | 434,545.73 |
| 1998 | 5 | - | 435,051.78 |
| 1998 | 6 | - | 454,488.45 |
| 1998 | 7 | - | 422,806.02 |
| 1998 | 8 | - | 402,095.08 |
| 1998 | 9 | - | 407,285.55 |
| 1998 | 10 | - | 451,982.63 |
| 1998 | 11 | - | 470,532.48 |
| 1998 | 12 | - | 494,283.48 |
| 1999 | 1 | - | 493,953.75 |
| 1999 | 2 | - | 508,394.53 |
| 1999 | 3 | - | 530,001.41 |
| 1999 | 4 | - | 529,477.60 |
| 1999 | 5 | - | 526,238.43 |
| 1999 | 6 | - | 550,036.97 |
| 1999 | 7 | - | 529,276.46 |
| 1999 | 8 | - | 526,111.30 |
| 1999 | 9 | - | 519,416.68 |
| 1999 | 10 | - | 556,326.17 |
| 1999 | 11 | - | 571,951.87 |
| 1999 | 12 | - | 571,271.63 |
| 2000 | 1 | - | 557,115.08 |
| 2000 | 2 | - | 579,070.73 |
| 2000 | 3 | - | 587,320.55 |
| 2000 | 4 | - | 570,647.73 |
| 2000 | 5 | - | 588,700.06 |
| 2000 | 6 | - | 593,706.02 |
| 2000 | 7 | - | 599,285.14 |
| 2000 | 8 | - | 592,814.96 |
| 2000 | 9 | - | 561,904.22 |
| 2000 | 10 | - | 557,563.15 |
| 2000 | 11 | - | 539,051.65 |
| 2000 | 12 | - | 541,504.37 |
| 2001 | 1 | - | 529,936.44 |
| 2001 | 2 | - | 481,818.73 |
| 2001 | 3 | - | 483,980.62 |
| 2001 | 4 | - | 517,275.26 |
| 2001 | 5 | - | 504,919.35 |
| 2001 | 6 | - | 491,487.35 |
| 2001 | 7 | - | 481,432.31 |
| 2001 | 8 | - | 427,284.05 |
| 2001 | 9 | - | 440,888.91 |
| 2001 | 10 | - | 463,167.67 |
| 2001 | 11 | - | 469,957.94 |
| 2001 | 12 | - | 468,558.92 |
| 2002 | 1 | - | 452,849.22 |
| 2002 | 2 | - | 475,243.84 |
| 2002 | 3 | - | 458,541.72 |
| 2002 | 4 | - | 445,609.14 |
| 2002 | 5 | - | 419,224.81 |
| 2002 | 6 | - | 374,122.51 |
| 2002 | 7 | - | 378,382.99 |
| 2002 | 8 | - | 360,380.54 |
| 2002 | 9 | - | 355,453.99 |
| 2002 | 10 | - | 379,004.86 |
| 2002 | 11 | - | 375,081.93 |
| 2002 | 12 | - | 374,247.31 |
| 2003 | 1 | - | 350,239.96 |
| 2003 | 2 | - | 354,820.74 |
| 2003 | 3 | - | 373,576.06 |
| 2003 | 4 | - | 393,421.21 |
| 2003 | 5 | - | 415,862.69 |
| 2003 | 6 | - | 418,340.82 |
| 2003 | 7 | - | 417,645.02 |
| 2003 | 8 | - | 430,847.53 |
| 2003 | 9 | - | 439,584.38 |
| 2003 | 10 | - | 444,905.93 |
| 2003 | 11 | - | 458,537.00 |
| 2003 | 12 | - | 481,165.63 |
| 2004 | 1 | - | 486,394.27 |
| 2004 | 2 | - | 478,781.24 |
| 2004 | 3 | - | 483,416.50 |
| 2004 | 4 | - | 471,020.48 |
| 2004 | 5 | - | 484,480.72 |
| 2004 | 6 | - | 473,634.27 |
| 2004 | 7 | - | 467,062.26 |
| 2004 | 8 | - | 480,058.85 |
| 2004 | 9 | - | 480,551.37 |
| 2004 | 10 | - | 503,492.39 |
| 2004 | 11 | - | 517,224.88 |
| 2004 | 12 | - | 510,246.37 |
| 2005 | 1 | - | 518,824.66 |
| 2005 | 2 | - | 517,498.61 |
| 2005 | 3 | - | 505,032.49 |
| 2005 | 4 | - | 511,779.07 |
| 2005 | 5 | - | 522,939.42 |
| 2005 | 6 | - | 532,393.08 |
| 2005 | 7 | - | 534,043.59 |
| 2005 | 8 | - | 535,537.26 |
| 2005 | 9 | - | 521,483.59 |
| 2005 | 10 | - | 542,142.38 |
| 2005 | 11 | - | 553,766.62 |
| 2005 | 12 | - | 561,889.11 |
| 2006 | 1 | - | 561,795.61 |
| 2006 | 2 | - | 570,144.67 |
| 2006 | 3 | - | 574,696.31 |
| 2006 | 4 | - | 570,175.54 |
| 2006 | 5 | - | 554,747.77 |
| 2006 | 6 | - | 558,742.18 |
| 2006 | 7 | - | 571,547.21 |
| 2006 | 8 | - | 586,014.06 |
| 2006 | 9 | - | 607,203.82 |
| 2006 | 10 | - | 619,357.87 |
| 2006 | 11 | - | 632,663.32 |
| 2006 | 12 | - | 637,046.58 |
| 2007 | 1 | - | 647,214.15 |
| 2007 | 2 | - | 631,202.78 |
| 2007 | 3 | - | 657,588.69 |
| 2007 | 4 | - | 679,892.48 |
| 2007 | 5 | - | 682,237.44 |
| 2007 | 6 | - | 686,157.71 |
| 2007 | 7 | - | 657,331.48 |
| 2007 | 8 | - | 677,542.74 |
| 2007 | 9 | - | 697,812.33 |
| 2007 | 10 | - | 664,273.31 |
| 2007 | 11 | - | 672,498.48 |
| 2007 | 12 | - | 627,876.88 |
| 2008 | 1 | - | 618,057.10 |
| 2008 | 2 | - | 601,822.99 |
| 2008 | 3 | - | 627,363.17 |
| 2008 | 4 | - | 643,440.00 |
| 2008 | 5 | - | 616,115.79 |
| 2008 | 6 | - | 578,665.37 |
| 2008 | 7 | - | 590,878.31 |
| 2008 | 8 | - | 562,235.27 |
| 2008 | 9 | - | 448,699.81 |
| 2008 | 10 | - | 410,087.63 |
| 2008 | 11 | - | 408,647.33 |
| 2008 | 12 | - | 404,170.37 |
| 2009 | 1 | - | 377,080.82 |
| 2009 | 2 | - | 355,634.59 |
| 2009 | 3 | - | 399,455.00 |
| 2009 | 4 | - | 426,057.99 |
| 2009 | 5 | - | 438,281.00 |
| 2009 | 6 | - | 443,880.66 |
| 2009 | 7 | - | 479,927.08 |
| 2009 | 8 | - | 497,446.06 |
| 2009 | 9 | - | 509,400.23 |
| 2009 | 10 | - | 520,068.73 |
| 2009 | 11 | - | 531,644.72 |
| 2009 | 12 | - | 538,858.97 |
| 2010 | 1 | - | 523,240.29 |
| 2010 | 2 | - | 554,336.64 |
| 2010 | 3 | - | 576,997.54 |
| 2010 | 4 | - | 543,056.25 |
| 2010 | 5 | - | 523,812.71 |
| 2010 | 6 | - | 522,979.46 |
| 2010 | 7 | - | 527,495.97 |
| 2010 | 8 | - | 545,278.68 |
| 2010 | 9 | - | 570,238.46 |
| 2010 | 10 | - | 584,442.62 |
| 2010 | 11 | - | 606,147.27 |
| 2010 | 12 | - | 627,133.26 |
| 2011 | 1 | - | 646,893.38 |
| 2011 | 2 | - | 639,696.94 |
| 2011 | 3 | - | 653,904.50 |
| 2011 | 4 | - | 658,215.27 |
| 2011 | 5 | - | 634,107.47 |
| 2011 | 6 | - | 653,775.81 |
| 2011 | 7 | - | 585,778.90 |
| 2011 | 8 | - | 581,155.67 |
| 2011 | 9 | - | 598,700.21 |
| 2011 | 10 | - | 609,279.98 |
| 2011 | 11 | - | 618,752.76 |
| 2011 | 12 | - | 648,344.97 |
| 2012 | 1 | - | 675,333.04 |
| 2012 | 2 | - | 694,808.54 |
| 2012 | 3 | - | 694,543.05 |
| 2012 | 4 | - | 673,075.06 |
| 2012 | 5 | - | 665,318.47 |
| 2012 | 6 | - | 684,753.00 |
| 2012 | 7 | - | 707,950.38 |
| 2012 | 8 | - | 729,338.74 |
| 2012 | 9 | - | 727,755.09 |
| 2012 | 10 | - | 707,105.08 |
| 2012 | 11 | - | 722,488.40 |
| 2012 | 12 | - | 753,329.71 |
| 2013 | 1 | - | 770,905.06 |
| 2013 | 2 | - | 791,892.59 |
| 2013 | 3 | - | 803,405.06 |
| 2013 | 4 | - | 840,154.97 |
| 2013 | 5 | - | 830,763.93 |
| 2013 | 6 | - | 857,800.95 |
| 2013 | 7 | - | 859,967.14 |
| 2013 | 8 | - | 870,221.97 |
| 2013 | 9 | - | 888,649.35 |
| 2013 | 10 | - | 922,951.17 |
| 2013 | 11 | - | 936,995.36 |
| 2013 | 12 | - | 946,063.67 |
| 2014 | 1 | - | 944,833.45 |
| 2014 | 2 | - | 970,554.36 |
| 2014 | 3 | - | 972,512.20 |
| 2014 | 4 | - | 987,411.43 |
| 2014 | 5 | - | 1,018,972.23 |
| 2014 | 6 | - | 1,034,214.25 |
| 2014 | 7 | - | 1,029,798.66 |
| 2014 | 8 | - | 1,048,108.83 |
| 2014 | 9 | - | 1,020,369.75 |
| 2014 | 10 | - | 1,078,588.50 |
| 2014 | 11 | - | 1,085,425.54 |
| 2014 | 12 | - | 1,073,376.82 |
| 2015 | 1 | - | 1,103,725.46 |
| 2015 | 2 | - | 1,104,336.52 |
| 2015 | 3 | - | 1,114,037.12 |
| 2015 | 4 | - | 1,124,942.47 |
| 2015 | 5 | - | 1,120,043.34 |
| 2015 | 6 | - | 1,119,151.45 |
| 2015 | 7 | - | 1,092,018.77 |
| 2015 | 8 | - | 1,042,800.44 |
| 2015 | 9 | - | 1,087,819.38 |
| 2015 | 10 | - | 1,119,719.36 |
| 2015 | 11 | - | 1,107,369.19 |
| 2015 | 12 | - | 1,036,280.28 |
| 2016 | 1 | - | 1,030,581.68 |
| 2016 | 2 | - | 1,096,154.78 |
| 2016 | 3 | - | 1,127,189.78 |
| 2016 | 4 | - | 1,123,759.00 |
| 2016 | 5 | - | 1,135,743.78 |
| 2016 | 6 | - | 1,173,194.24 |
| 2016 | 7 | - | 1,187,263.86 |
| 2016 | 8 | - | 1,182,055.67 |
| 2016 | 9 | - | 1,176,074.69 |
| 2016 | 10 | - | 1,190,201.24 |
| 2016 | 11 | - | 1,237,166.15 |
| 2016 | 12 | - | 1,254,952.08 |
| 2017 | 1 | - | 1,287,285.23 |
| 2017 | 2 | - | 1,309,803.16 |
| 2017 | 3 | - | 1,307,786.01 |
| 2017 | 4 | - | 1,329,918.63 |
| 2017 | 5 | - | 1,353,543.68 |
| 2017 | 6 | - | 1,366,915.12 |
| 2017 | 7 | - | 1,370,302.41 |
| 2017 | 8 | - | 1,392,957.11 |
| 2017 | 9 | - | 1,431,051.69 |
| 2017 | 10 | - | 1,453,799.24 |
| 2017 | 11 | - | 1,495,719.35 |
| 2017 | 12 | - | 1,568,439.70 |
| 2018 | 1 | - | 1,523,163.76 |
| 2018 | 2 | - | 1,524,147.39 |
| 2018 | 3 | - | 1,498,786.01 |
| 2018 | 4 | - | 1,528,186.51 |
| 2018 | 5 | - | 1,560,476.63 |
| 2018 | 6 | - | 1,585,143.74 |
| 2018 | 7 | - | 1,623,992.52 |
| 2018 | 8 | - | 1,651,271.50 |
| 2018 | 9 | - | 1,587,714.29 |
| 2018 | 10 | - | 1,554,751.62 |
| 2018 | 11 | - | 1,468,268.37 |
| 2018 | 12 | - | 1,493,752.17 |
| 2019 | 1 | - | 1,580,821.53 |
| 2019 | 2 | - | 1,611,616.28 |
| 2019 | 3 | - | 1,671,620.29 |
| 2019 | 4 | - | 1,646,014.61 |
| 2019 | 5 | - | 1,669,136.98 |
| 2019 | 6 | - | 1,733,020.59 |
| 2019 | 7 | - | 1,678,700.55 |
| 2019 | 8 | - | 1,730,492.28 |
| 2019 | 9 | - | 1,730,661.92 |
| 2019 | 10 | - | 1,807,394.14 |
| 2019 | 11 | - | 1,852,024.49 |
| 2019 | 12 | - | 1,914,000.59 |
| 2020 | 1 | - | 1,916,337.14 |
| 2020 | 2 | - | 1,553,810.06 |
| 2020 | 3 | - | 1,620,913.12 |
| 2020 | 4 | - | 1,716,342.20 |
| 2020 | 5 | - | 1,828,046.41 |
| 2020 | 6 | - | 1,891,597.26 |
| 2020 | 7 | - | 2,003,078.63 |
| 2020 | 8 | - | 1,990,519.28 |
| 2020 | 9 | - | 2,024,875.67 |
| 2020 | 10 | - | 2,104,941.61 |
| 2020 | 11 | - | 2,194,613.82 |
| 2020 | 12 | - | 2,255,959.85 |
| 2021 | 1 | - | 2,312,167.74 |
| 2021 | 2 | - | 2,331,158.90 |
| 2021 | 3 | - | 2,471,529.31 |
| 2021 | 4 | - | 2,490,318.66 |
| 2021 | 5 | - | 2,535,403.95 |
| 2021 | 6 | - | 2,613,195.26 |
| 2021 | 7 | - | 2,670,297.80 |
| 2021 | 8 | - | 2,668,041.43 |
| 2021 | 9 | - | 2,680,105.68 |
| 2021 | 10 | - | 2,807,269.83 |
| 2021 | 11 | - | 2,814,720.43 |
| 2021 | 12 | - | 2,756,963.69 |
| 2022 | 1 | - | 2,676,940.89 |
| 2022 | 2 | - | 2,653,046.96 |
| 2022 | 3 | - | 2,656,185.56 |
| 2022 | 4 | - | 2,447,071.24 |
| 2022 | 5 | - | 2,364,619.99 |
| 2022 | 6 | - | 2,375,608.03 |
| 2022 | 7 | - | 2,528,772.84 |
| 2022 | 8 | - | 2,344,743.82 |
| 2022 | 9 | - | 2,272,263.68 |
| 2022 | 10 | - | 2,392,354.95 |
| 2022 | 11 | - | 2,392,614.23 |
| 2022 | 12 | - | 2,425,547.51 |
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 | $90.31 |
|
End Value
Average monthly close | $4,573.82 |
| Change in price |
+4,964.57%
+7.84% / yr |
| Change incl. dividends |
+19,158.45%
+10.43% / yr |
| Change incl. dividends, inflation-adjusted |
+2,453.26%
+6.30% / yr |
|
Final amount, nominal ($13000 base) | $2,503,598.26 |
|
Final amount, inflation-adjusted ($13000 base) | $331,924.40 |