Stock market returns since 1987
If you invested $100 in the S&P 500 at the beginning of 1987, you would have about $4,180.39 at the end of 2024, assuming you reinvested all dividends. This is a return on investment of 4,080.39%, or 10.52% per year.
This lump-sum investment beats inflation during this period for an inflation-adjusted return of about 1,414.58% cumulatively, or 7.55% per year.
If you used dollar-cost averaging (monthly) instead of a lump-sum investment, you'd have $3,896.29.
Contents
- Overview
- Adjusting for inflation
- Full monthly data
- Dollar cost average
The graph below shows the performance of $100 over time if invested in an S&P 500 index fund. The returns assume that all dividends are automatically reinvested.
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This chart shows the rate of gains and loss by month, including dividends:
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Adjusting stock market return for inflation
The nominal return on investment of $100 is $4,080.39, or 4,080.39%. This means by 2024 you would have $4,180.39 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 1987 was 113.600 and the CPI in 2024 was 313.548.
The ratio between these CPIs describes how relative buying power of a dollar has changed over 37 years.
Adjusted for inflation, the $4,180.39 nominal end value of the original $100 investment would have a real return of roughly $1,414.58 in 1987 dollars. This means the inflation-adjusted return is 1,414.58% as opposed to the original 4,080.39%.
For more information on inflation, see our U.S. inflation calculator for 1987.
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Full monthly data
The table below shows the full dataset pertaining to a $100 investment, including gains and losses over the 448-month period between 1987 and 2024.
Note that data shown is the monthly average closing price. Returns include dividends.
| Year | Month | Return (%) | Amount ($) | CPI |
|---|---|---|---|---|
| 1987 | 1 | 6.46% | 106.46 | 111.20 |
| 1987 | 2 | 4.38% | 111.12 | 111.60 |
| 1987 | 3 | -0.86% | 110.17 | 112.10 |
| 1987 | 4 | 0.17% | 110.36 | 112.70 |
| 1987 | 5 | 4.50% | 115.32 | 113.10 |
| 1987 | 6 | 3.12% | 118.92 | 113.50 |
| 1987 | 7 | 6.45% | 126.60 | 113.80 |
| 1987 | 8 | -3.03% | 122.76 | 114.40 |
| 1987 | 9 | -11.85% | 108.21 | 115.00 |
| 1987 | 10 | -12.30% | 94.90 | 115.30 |
| 1987 | 11 | -1.33% | 93.63 | 115.40 |
| 1987 | 12 | 4.25% | 97.61 | 115.40 |
| 1988 | 1 | 3.33% | 100.86 | 115.70 |
| 1988 | 2 | 3.23% | 104.12 | 116.00 |
| 1988 | 3 | -0.89% | 103.19 | 116.50 |
| 1988 | 4 | -2.19% | 100.94 | 117.10 |
| 1988 | 5 | 6.00% | 106.99 | 117.50 |
| 1988 | 6 | -0.31% | 106.66 | 118.00 |
| 1988 | 7 | -1.72% | 104.83 | 118.50 |
| 1988 | 8 | 1.93% | 106.85 | 119.00 |
| 1988 | 9 | 3.80% | 110.91 | 119.80 |
| 1988 | 10 | -2.02% | 108.67 | 120.20 |
| 1988 | 11 | 2.33% | 111.20 | 120.30 |
| 1988 | 12 | 3.51% | 115.10 | 120.50 |
| 1989 | 1 | 3.30% | 118.90 | 121.10 |
| 1989 | 2 | -0.16% | 118.71 | 121.60 |
| 1989 | 3 | 3.56% | 122.94 | 122.30 |
| 1989 | 4 | 4.12% | 128.00 | 123.10 |
| 1989 | 5 | 3.39% | 132.34 | 123.80 |
| 1989 | 6 | 2.80% | 136.05 | 124.10 |
| 1989 | 7 | 4.69% | 142.43 | 124.40 |
| 1989 | 8 | 0.46% | 143.08 | 124.60 |
| 1989 | 9 | 0.29% | 143.49 | 125.00 |
| 1989 | 10 | -1.81% | 140.89 | 125.60 |
| 1989 | 11 | 2.74% | 144.74 | 125.90 |
| 1989 | 12 | -2.21% | 141.54 | 126.10 |
| 1990 | 1 | -2.53% | 137.96 | 127.40 |
| 1990 | 2 | 2.71% | 141.70 | 128.00 |
| 1990 | 3 | 0.20% | 141.98 | 128.70 |
| 1990 | 4 | 3.85% | 147.44 | 128.90 |
| 1990 | 5 | 3.17% | 152.12 | 129.20 |
| 1990 | 6 | 0.17% | 152.38 | 129.90 |
| 1990 | 7 | -7.86% | 140.40 | 130.40 |
| 1990 | 8 | -4.34% | 134.30 | 131.60 |
| 1990 | 9 | -2.32% | 131.19 | 132.70 |
| 1990 | 10 | 2.98% | 135.11 | 133.50 |
| 1990 | 11 | 4.59% | 141.30 | 133.80 |
| 1990 | 12 | -0.69% | 140.34 | 133.80 |
| 1991 | 1 | 11.61% | 156.63 | 134.60 |
| 1991 | 2 | 3.04% | 161.39 | 134.80 |
| 1991 | 3 | 2.26% | 165.04 | 135.00 |
| 1991 | 4 | -0.18% | 164.74 | 135.20 |
| 1991 | 5 | 0.35% | 165.32 | 135.60 |
| 1991 | 6 | 0.78% | 166.61 | 136.00 |
| 1991 | 7 | 2.68% | 171.07 | 136.20 |
| 1991 | 8 | -0.30% | 170.55 | 136.60 |
| 1991 | 9 | 0.18% | 170.86 | 137.20 |
| 1991 | 10 | 0.02% | 170.89 | 137.40 |
| 1991 | 11 | 0.94% | 172.49 | 137.80 |
| 1991 | 12 | 7.36% | 185.18 | 137.90 |
| 1992 | 1 | -0.60% | 184.06 | 138.10 |
| 1992 | 2 | -1.01% | 182.20 | 138.60 |
| 1992 | 3 | 0.26% | 182.68 | 139.30 |
| 1992 | 4 | 2.07% | 186.46 | 139.50 |
| 1992 | 5 | -1.33% | 183.98 | 139.70 |
| 1992 | 6 | 1.91% | 187.50 | 140.20 |
| 1992 | 7 | 0.94% | 189.27 | 140.50 |
| 1992 | 8 | 0.38% | 189.98 | 140.90 |
| 1992 | 9 | -1.18% | 187.74 | 141.30 |
| 1992 | 10 | 2.76% | 192.91 | 141.80 |
| 1992 | 11 | 3.27% | 199.22 | 142.00 |
| 1992 | 12 | 0.14% | 199.51 | 141.90 |
| 1993 | 1 | 1.72% | 202.95 | 142.60 |
| 1993 | 2 | 2.15% | 207.31 | 143.10 |
| 1993 | 3 | -1.34% | 204.53 | 143.60 |
| 1993 | 4 | 0.72% | 206.01 | 144.00 |
| 1993 | 5 | 0.87% | 207.79 | 144.20 |
| 1993 | 6 | 0.06% | 207.92 | 144.40 |
| 1993 | 7 | 1.76% | 211.59 | 144.40 |
| 1993 | 8 | 1.35% | 214.45 | 144.80 |
| 1993 | 9 | 1.24% | 217.12 | 145.10 |
| 1993 | 10 | 0.01% | 217.13 | 145.70 |
| 1993 | 11 | 0.89% | 219.06 | 145.80 |
| 1993 | 12 | 1.74% | 222.86 | 145.80 |
| 1994 | 1 | -0.08% | 222.69 | 146.20 |
| 1994 | 2 | -1.42% | 219.52 | 146.70 |
| 1994 | 3 | -3.35% | 212.18 | 147.20 |
| 1994 | 4 | 1.06% | 214.42 | 147.40 |
| 1994 | 5 | 1.11% | 216.80 | 147.50 |
| 1994 | 6 | -0.52% | 215.67 | 148.00 |
| 1994 | 7 | 3.08% | 222.32 | 148.40 |
| 1994 | 8 | 0.82% | 224.14 | 149.00 |
| 1994 | 9 | -0.44% | 223.14 | 149.40 |
| 1994 | 10 | -0.37% | 222.32 | 149.50 |
| 1994 | 11 | -1.03% | 220.04 | 149.70 |
| 1994 | 12 | 2.45% | 225.43 | 149.70 |
| 1995 | 1 | 3.82% | 234.04 | 150.30 |
| 1995 | 2 | 2.56% | 240.03 | 150.90 |
| 1995 | 3 | 3.22% | 247.74 | 151.40 |
| 1995 | 4 | 3.35% | 256.04 | 151.90 |
| 1995 | 5 | 3.18% | 264.18 | 152.20 |
| 1995 | 6 | 3.55% | 273.55 | 152.50 |
| 1995 | 7 | 0.51% | 274.95 | 152.50 |
| 1995 | 8 | 3.72% | 285.17 | 152.90 |
| 1995 | 9 | 0.91% | 287.78 | 153.20 |
| 1995 | 10 | 2.36% | 294.56 | 153.70 |
| 1995 | 11 | 3.39% | 304.55 | 153.60 |
| 1995 | 12 | 0.16% | 305.04 | 153.50 |
| 1996 | 1 | 5.90% | 323.05 | 154.40 |
| 1996 | 2 | -0.20% | 322.40 | 154.90 |
| 1996 | 3 | 0.20% | 323.04 | 155.70 |
| 1996 | 4 | 2.35% | 330.65 | 156.30 |
| 1996 | 5 | 1.28% | 334.87 | 156.60 |
| 1996 | 6 | -3.48% | 323.23 | 156.70 |
| 1996 | 7 | 3.08% | 333.17 | 157.00 |
| 1996 | 8 | 2.02% | 339.92 | 157.30 |
| 1996 | 9 | 4.12% | 353.92 | 157.80 |
| 1996 | 10 | 5.05% | 371.80 | 158.30 |
| 1996 | 11 | 1.20% | 376.25 | 158.60 |
| 1996 | 12 | 3.26% | 388.51 | 158.60 |
| 1997 | 1 | 4.36% | 405.45 | 159.10 |
| 1997 | 2 | -0.62% | 402.92 | 159.60 |
| 1997 | 3 | -3.41% | 389.20 | 160.00 |
| 1997 | 4 | 9.22% | 425.08 | 160.20 |
| 1997 | 5 | 5.34% | 447.77 | 160.10 |
| 1997 | 6 | 5.74% | 473.45 | 160.30 |
| 1997 | 7 | 0.35% | 475.10 | 160.50 |
| 1997 | 8 | 1.19% | 480.76 | 160.80 |
| 1997 | 9 | 1.65% | 488.67 | 161.20 |
| 1997 | 10 | -1.15% | 483.04 | 161.60 |
| 1997 | 11 | 2.63% | 495.77 | 161.50 |
| 1997 | 12 | 0.24% | 496.94 | 161.30 |
| 1998 | 1 | 6.40% | 528.76 | 161.60 |
| 1998 | 2 | 5.31% | 556.85 | 161.90 |
| 1998 | 3 | 3.41% | 575.81 | 162.20 |
| 1998 | 4 | -0.22% | 574.54 | 162.50 |
| 1998 | 5 | 0.12% | 575.20 | 162.80 |
| 1998 | 6 | 4.47% | 600.90 | 163.00 |
| 1998 | 7 | -6.97% | 559.01 | 163.20 |
| 1998 | 8 | -4.90% | 531.63 | 163.40 |
| 1998 | 9 | 1.29% | 538.49 | 163.60 |
| 1998 | 10 | 10.97% | 597.59 | 164.00 |
| 1998 | 11 | 4.10% | 622.12 | 164.00 |
| 1998 | 12 | 5.05% | 653.52 | 163.90 |
| 1999 | 1 | -0.07% | 653.08 | 164.30 |
| 1999 | 2 | 2.92% | 672.18 | 164.50 |
| 1999 | 3 | 4.25% | 700.74 | 165.00 |
| 1999 | 4 | -0.10% | 700.05 | 166.20 |
| 1999 | 5 | -0.61% | 695.77 | 166.20 |
| 1999 | 6 | 4.52% | 727.23 | 166.20 |
| 1999 | 7 | -3.77% | 699.78 | 166.70 |
| 1999 | 8 | -0.60% | 695.60 | 167.10 |
| 1999 | 9 | -1.27% | 686.75 | 167.90 |
| 1999 | 10 | 7.11% | 735.55 | 168.20 |
| 1999 | 11 | 2.81% | 756.21 | 168.30 |
| 1999 | 12 | -0.12% | 755.31 | 168.30 |
| 2000 | 1 | -2.48% | 736.59 | 168.80 |
| 2000 | 2 | 3.94% | 765.62 | 169.80 |
| 2000 | 3 | 1.42% | 776.53 | 171.20 |
| 2000 | 4 | -2.84% | 754.48 | 171.30 |
| 2000 | 5 | 3.16% | 778.35 | 171.50 |
| 2000 | 6 | 0.85% | 784.97 | 172.40 |
| 2000 | 7 | 0.94% | 792.35 | 172.80 |
| 2000 | 8 | -1.08% | 783.79 | 172.80 |
| 2000 | 9 | -5.21% | 742.92 | 173.70 |
| 2000 | 10 | -0.77% | 737.18 | 174.00 |
| 2000 | 11 | -3.32% | 712.71 | 174.10 |
| 2000 | 12 | 0.46% | 715.95 | 174.00 |
| 2001 | 1 | -2.14% | 700.66 | 175.10 |
| 2001 | 2 | -9.08% | 637.04 | 175.80 |
| 2001 | 3 | 0.45% | 639.90 | 176.20 |
| 2001 | 4 | 6.88% | 683.92 | 176.90 |
| 2001 | 5 | -2.39% | 667.58 | 177.70 |
| 2001 | 6 | -2.66% | 649.82 | 178.00 |
| 2001 | 7 | -2.05% | 636.53 | 177.50 |
| 2001 | 8 | -11.25% | 564.93 | 177.50 |
| 2001 | 9 | 3.18% | 582.92 | 178.30 |
| 2001 | 10 | 5.05% | 612.38 | 177.70 |
| 2001 | 11 | 1.47% | 621.36 | 177.40 |
| 2001 | 12 | -0.30% | 619.51 | 176.70 |
| 2002 | 1 | -3.35% | 598.74 | 177.10 |
| 2002 | 2 | 4.95% | 628.34 | 177.80 |
| 2002 | 3 | -3.51% | 606.26 | 178.80 |
| 2002 | 4 | -2.82% | 589.16 | 179.80 |
| 2002 | 5 | -5.92% | 554.28 | 179.80 |
| 2002 | 6 | -10.76% | 494.65 | 179.90 |
| 2002 | 7 | 1.14% | 500.28 | 180.10 |
| 2002 | 8 | -4.76% | 476.48 | 180.70 |
| 2002 | 9 | -1.37% | 469.96 | 181.00 |
| 2002 | 10 | 6.63% | 501.10 | 181.30 |
| 2002 | 11 | -1.04% | 495.92 | 181.30 |
| 2002 | 12 | -0.22% | 494.81 | 180.90 |
| 2003 | 1 | -6.41% | 463.07 | 181.70 |
| 2003 | 2 | 1.31% | 469.13 | 183.10 |
| 2003 | 3 | 5.29% | 493.92 | 184.20 |
| 2003 | 4 | 5.31% | 520.16 | 183.80 |
| 2003 | 5 | 5.70% | 549.83 | 183.50 |
| 2003 | 6 | 0.60% | 553.11 | 183.70 |
| 2003 | 7 | -0.17% | 552.19 | 183.90 |
| 2003 | 8 | 3.16% | 569.65 | 184.60 |
| 2003 | 9 | 2.03% | 581.20 | 185.20 |
| 2003 | 10 | 1.21% | 588.23 | 185.00 |
| 2003 | 11 | 3.06% | 606.26 | 184.50 |
| 2003 | 12 | 4.93% | 636.17 | 184.30 |
| 2004 | 1 | 1.09% | 643.09 | 185.20 |
| 2004 | 2 | -1.57% | 633.02 | 186.20 |
| 2004 | 3 | 0.97% | 639.15 | 187.40 |
| 2004 | 4 | -2.56% | 622.76 | 188.00 |
| 2004 | 5 | 2.86% | 640.56 | 189.10 |
| 2004 | 6 | -2.24% | 626.22 | 189.70 |
| 2004 | 7 | -1.39% | 617.53 | 189.40 |
| 2004 | 8 | 2.78% | 634.71 | 189.50 |
| 2004 | 9 | 0.10% | 635.36 | 189.90 |
| 2004 | 10 | 4.77% | 665.69 | 190.90 |
| 2004 | 11 | 2.73% | 683.85 | 191.00 |
| 2004 | 12 | -1.35% | 674.62 | 190.30 |
| 2005 | 1 | 1.68% | 685.97 | 190.70 |
| 2005 | 2 | -0.26% | 684.21 | 191.80 |
| 2005 | 3 | -2.41% | 667.73 | 193.30 |
| 2005 | 4 | 1.34% | 676.65 | 194.60 |
| 2005 | 5 | 2.18% | 691.41 | 194.40 |
| 2005 | 6 | 1.81% | 703.90 | 194.50 |
| 2005 | 7 | 0.31% | 706.09 | 195.40 |
| 2005 | 8 | 0.28% | 708.06 | 196.40 |
| 2005 | 9 | -2.62% | 689.48 | 198.80 |
| 2005 | 10 | 3.96% | 716.79 | 199.20 |
| 2005 | 11 | 2.14% | 732.16 | 197.60 |
| 2005 | 12 | 1.47% | 742.90 | 196.80 |
| 2006 | 1 | -0.02% | 742.78 | 198.30 |
| 2006 | 2 | 1.49% | 753.82 | 198.70 |
| 2006 | 3 | 0.80% | 759.84 | 199.80 |
| 2006 | 4 | -0.79% | 753.86 | 201.50 |
| 2006 | 5 | -2.71% | 733.46 | 202.50 |
| 2006 | 6 | 0.72% | 738.74 | 202.90 |
| 2006 | 7 | 2.29% | 755.67 | 203.50 |
| 2006 | 8 | 2.53% | 774.80 | 203.90 |
| 2006 | 9 | 3.62% | 802.82 | 202.90 |
| 2006 | 10 | 2.00% | 818.89 | 201.80 |
| 2006 | 11 | 2.15% | 836.48 | 201.50 |
| 2006 | 12 | 0.69% | 842.27 | 201.80 |
| 2007 | 1 | 1.60% | 855.72 | 202.42 |
| 2007 | 2 | -2.47% | 834.55 | 203.50 |
| 2007 | 3 | 4.18% | 869.43 | 205.35 |
| 2007 | 4 | 3.39% | 898.92 | 206.69 |
| 2007 | 5 | 0.34% | 902.02 | 207.95 |
| 2007 | 6 | 0.57% | 907.21 | 208.35 |
| 2007 | 7 | -4.20% | 869.09 | 208.30 |
| 2007 | 8 | 3.07% | 895.81 | 207.92 |
| 2007 | 9 | 2.99% | 922.61 | 208.49 |
| 2007 | 10 | -4.81% | 878.27 | 208.94 |
| 2007 | 11 | 1.24% | 889.15 | 210.18 |
| 2007 | 12 | -6.64% | 830.15 | 210.04 |
| 2008 | 1 | -1.56% | 817.17 | 211.08 |
| 2008 | 2 | -2.63% | 795.70 | 211.69 |
| 2008 | 3 | 4.24% | 829.47 | 213.53 |
| 2008 | 4 | 2.56% | 850.73 | 214.82 |
| 2008 | 5 | -4.25% | 814.60 | 216.63 |
| 2008 | 6 | -6.08% | 765.08 | 218.82 |
| 2008 | 7 | 2.11% | 781.23 | 219.96 |
| 2008 | 8 | -4.85% | 743.36 | 219.09 |
| 2008 | 9 | -20.19% | 593.25 | 218.78 |
| 2008 | 10 | -8.61% | 542.20 | 216.57 |
| 2008 | 11 | -0.35% | 540.29 | 212.43 |
| 2008 | 12 | -1.10% | 534.37 | 210.23 |
| 2009 | 1 | -6.70% | 498.56 | 211.14 |
| 2009 | 2 | -5.69% | 470.20 | 212.19 |
| 2009 | 3 | 12.32% | 528.14 | 212.71 |
| 2009 | 4 | 6.66% | 563.31 | 213.24 |
| 2009 | 5 | 2.87% | 579.47 | 213.86 |
| 2009 | 6 | 1.28% | 586.88 | 215.69 |
| 2009 | 7 | 8.12% | 634.54 | 215.35 |
| 2009 | 8 | 3.65% | 657.70 | 215.83 |
| 2009 | 9 | 2.40% | 673.50 | 215.97 |
| 2009 | 10 | 2.09% | 687.61 | 216.18 |
| 2009 | 11 | 2.23% | 702.92 | 216.33 |
| 2009 | 12 | 1.36% | 712.45 | 215.95 |
| 2010 | 1 | -2.90% | 691.80 | 216.69 |
| 2010 | 2 | 5.94% | 732.92 | 216.74 |
| 2010 | 3 | 4.09% | 762.88 | 217.63 |
| 2010 | 4 | -5.88% | 718.00 | 218.01 |
| 2010 | 5 | -3.54% | 692.56 | 218.18 |
| 2010 | 6 | -0.16% | 691.46 | 217.97 |
| 2010 | 7 | 0.86% | 697.43 | 218.01 |
| 2010 | 8 | 3.37% | 720.94 | 218.31 |
| 2010 | 9 | 4.58% | 753.94 | 218.44 |
| 2010 | 10 | 2.49% | 772.72 | 218.71 |
| 2010 | 11 | 3.71% | 801.42 | 218.80 |
| 2010 | 12 | 3.46% | 829.17 | 219.18 |
| 2011 | 1 | 3.15% | 855.29 | 220.22 |
| 2011 | 2 | -1.11% | 845.78 | 221.31 |
| 2011 | 3 | 2.22% | 864.56 | 223.47 |
| 2011 | 4 | 0.66% | 870.26 | 224.91 |
| 2011 | 5 | -3.66% | 838.39 | 225.96 |
| 2011 | 6 | 3.10% | 864.39 | 225.72 |
| 2011 | 7 | -10.40% | 774.49 | 225.92 |
| 2011 | 8 | -0.79% | 768.38 | 226.55 |
| 2011 | 9 | 3.02% | 791.57 | 226.89 |
| 2011 | 10 | 1.77% | 805.56 | 226.42 |
| 2011 | 11 | 1.55% | 818.09 | 226.23 |
| 2011 | 12 | 4.78% | 857.21 | 225.67 |
| 2012 | 1 | 4.16% | 892.89 | 226.67 |
| 2012 | 2 | 2.88% | 918.64 | 227.66 |
| 2012 | 3 | -0.04% | 918.29 | 229.39 |
| 2012 | 4 | -3.09% | 889.91 | 230.09 |
| 2012 | 5 | -1.15% | 879.65 | 229.82 |
| 2012 | 6 | 2.92% | 905.35 | 229.48 |
| 2012 | 7 | 3.39% | 936.02 | 229.10 |
| 2012 | 8 | 3.02% | 964.30 | 230.38 |
| 2012 | 9 | -0.22% | 962.20 | 231.41 |
| 2012 | 10 | -2.84% | 934.90 | 231.32 |
| 2012 | 11 | 2.18% | 955.24 | 230.22 |
| 2012 | 12 | 4.27% | 996.02 | 229.60 |
| 2013 | 1 | 2.33% | 1,019.25 | 230.28 |
| 2013 | 2 | 2.72% | 1,047.00 | 232.17 |
| 2013 | 3 | 1.45% | 1,062.22 | 232.77 |
| 2013 | 4 | 4.57% | 1,110.81 | 232.53 |
| 2013 | 5 | -1.12% | 1,098.40 | 232.95 |
| 2013 | 6 | 3.25% | 1,134.14 | 233.50 |
| 2013 | 7 | 0.25% | 1,137.01 | 233.60 |
| 2013 | 8 | 1.19% | 1,150.57 | 233.88 |
| 2013 | 9 | 2.12% | 1,174.93 | 234.15 |
| 2013 | 10 | 3.86% | 1,220.28 | 233.55 |
| 2013 | 11 | 1.52% | 1,238.85 | 233.07 |
| 2013 | 12 | 0.97% | 1,250.84 | 233.05 |
| 2014 | 1 | -0.13% | 1,249.21 | 233.92 |
| 2014 | 2 | 2.72% | 1,283.22 | 234.78 |
| 2014 | 3 | 0.20% | 1,285.81 | 236.29 |
| 2014 | 4 | 1.53% | 1,305.51 | 237.07 |
| 2014 | 5 | 3.20% | 1,347.24 | 237.90 |
| 2014 | 6 | 1.50% | 1,367.39 | 238.34 |
| 2014 | 7 | -0.43% | 1,361.55 | 238.25 |
| 2014 | 8 | 1.78% | 1,385.76 | 237.85 |
| 2014 | 9 | -2.65% | 1,349.08 | 238.03 |
| 2014 | 10 | 5.71% | 1,426.06 | 237.43 |
| 2014 | 11 | 0.63% | 1,435.10 | 236.15 |
| 2014 | 12 | -1.11% | 1,419.17 | 234.81 |
| 2015 | 1 | 2.83% | 1,459.29 | 233.71 |
| 2015 | 2 | 0.06% | 1,460.10 | 234.72 |
| 2015 | 3 | 0.88% | 1,472.93 | 236.12 |
| 2015 | 4 | 0.98% | 1,487.35 | 236.60 |
| 2015 | 5 | -0.44% | 1,480.87 | 237.81 |
| 2015 | 6 | -0.08% | 1,479.69 | 238.64 |
| 2015 | 7 | -2.42% | 1,443.82 | 238.65 |
| 2015 | 8 | -4.51% | 1,378.74 | 238.32 |
| 2015 | 9 | 4.32% | 1,438.26 | 237.95 |
| 2015 | 10 | 2.93% | 1,480.44 | 237.84 |
| 2015 | 11 | -1.10% | 1,464.11 | 237.34 |
| 2015 | 12 | -6.42% | 1,370.12 | 236.53 |
| 2016 | 1 | -0.55% | 1,362.59 | 236.92 |
| 2016 | 2 | 6.36% | 1,449.28 | 237.11 |
| 2016 | 3 | 2.83% | 1,490.32 | 238.13 |
| 2016 | 4 | -0.30% | 1,485.78 | 239.26 |
| 2016 | 5 | 1.07% | 1,501.63 | 240.23 |
| 2016 | 6 | 3.30% | 1,551.14 | 241.02 |
| 2016 | 7 | 1.20% | 1,569.74 | 240.63 |
| 2016 | 8 | -0.44% | 1,562.86 | 240.85 |
| 2016 | 9 | -0.51% | 1,554.95 | 241.43 |
| 2016 | 10 | 1.20% | 1,573.63 | 241.73 |
| 2016 | 11 | 3.95% | 1,635.72 | 241.35 |
| 2016 | 12 | 1.44% | 1,659.24 | 241.43 |
| 2017 | 1 | 2.58% | 1,701.99 | 242.84 |
| 2017 | 2 | 1.75% | 1,731.76 | 243.60 |
| 2017 | 3 | -0.15% | 1,729.09 | 243.80 |
| 2017 | 4 | 1.69% | 1,758.36 | 244.52 |
| 2017 | 5 | 1.78% | 1,789.59 | 244.73 |
| 2017 | 6 | 0.99% | 1,807.27 | 244.96 |
| 2017 | 7 | 0.25% | 1,811.75 | 244.79 |
| 2017 | 8 | 1.65% | 1,841.70 | 245.52 |
| 2017 | 9 | 2.73% | 1,892.07 | 246.82 |
| 2017 | 10 | 1.59% | 1,922.14 | 246.66 |
| 2017 | 11 | 2.88% | 1,977.57 | 246.67 |
| 2017 | 12 | 4.86% | 2,073.72 | 246.52 |
| 2018 | 1 | -2.89% | 2,013.85 | 247.87 |
| 2018 | 2 | 0.06% | 2,015.16 | 248.99 |
| 2018 | 3 | -1.66% | 1,981.62 | 249.55 |
| 2018 | 4 | 1.96% | 2,020.50 | 250.55 |
| 2018 | 5 | 2.11% | 2,063.19 | 251.59 |
| 2018 | 6 | 1.58% | 2,095.80 | 251.99 |
| 2018 | 7 | 2.45% | 2,147.17 | 252.01 |
| 2018 | 8 | 1.68% | 2,183.23 | 252.15 |
| 2018 | 9 | -3.85% | 2,099.20 | 252.44 |
| 2018 | 10 | -2.08% | 2,055.62 | 252.89 |
| 2018 | 11 | -5.56% | 1,941.27 | 252.04 |
| 2018 | 12 | 1.74% | 1,974.97 | 251.23 |
| 2019 | 1 | 5.83% | 2,090.09 | 251.71 |
| 2019 | 2 | 1.95% | 2,130.80 | 252.78 |
| 2019 | 3 | 3.72% | 2,210.14 | 254.20 |
| 2019 | 4 | -1.53% | 2,176.28 | 255.55 |
| 2019 | 5 | 1.40% | 2,206.85 | 256.09 |
| 2019 | 6 | 3.83% | 2,291.32 | 256.14 |
| 2019 | 7 | -3.13% | 2,219.50 | 256.57 |
| 2019 | 8 | 3.09% | 2,287.97 | 256.56 |
| 2019 | 9 | 0.01% | 2,288.20 | 256.76 |
| 2019 | 10 | 4.43% | 2,389.65 | 257.35 |
| 2019 | 11 | 2.47% | 2,448.66 | 257.21 |
| 2019 | 12 | 3.35% | 2,530.60 | 256.97 |
| 2020 | 1 | 0.12% | 2,533.69 | 257.97 |
| 2020 | 2 | -18.92% | 2,054.37 | 258.68 |
| 2020 | 3 | 4.32% | 2,143.09 | 258.12 |
| 2020 | 4 | 5.89% | 2,269.27 | 256.39 |
| 2020 | 5 | 6.51% | 2,416.96 | 256.39 |
| 2020 | 6 | 3.48% | 2,500.98 | 257.80 |
| 2020 | 7 | 5.89% | 2,648.38 | 259.10 |
| 2020 | 8 | -0.63% | 2,631.77 | 259.92 |
| 2020 | 9 | 1.73% | 2,677.19 | 260.28 |
| 2020 | 10 | 3.95% | 2,783.05 | 260.39 |
| 2020 | 11 | 4.26% | 2,901.61 | 260.23 |
| 2020 | 12 | 2.80% | 2,982.72 | 260.47 |
| 2021 | 1 | 2.49% | 3,057.04 | 261.58 |
| 2021 | 2 | 0.82% | 3,082.15 | 263.01 |
| 2021 | 3 | 6.02% | 3,267.74 | 264.88 |
| 2021 | 4 | 0.76% | 3,292.58 | 267.05 |
| 2021 | 5 | 1.81% | 3,352.19 | 269.20 |
| 2021 | 6 | 3.07% | 3,455.04 | 271.70 |
| 2021 | 7 | 2.19% | 3,530.54 | 273.00 |
| 2021 | 8 | -0.08% | 3,527.56 | 273.57 |
| 2021 | 9 | 0.45% | 3,543.51 | 274.31 |
| 2021 | 10 | 4.74% | 3,711.64 | 276.59 |
| 2021 | 11 | 0.27% | 3,721.49 | 277.95 |
| 2021 | 12 | -2.05% | 3,645.13 | 278.80 |
| 2022 | 1 | -2.90% | 3,539.32 | 281.15 |
| 2022 | 2 | -0.89% | 3,507.73 | 283.72 |
| 2022 | 3 | 0.12% | 3,511.88 | 287.50 |
| 2022 | 4 | -7.87% | 3,235.40 | 289.11 |
| 2022 | 5 | -3.37% | 3,126.39 | 292.30 |
| 2022 | 6 | 0.46% | 3,140.92 | 296.31 |
| 2022 | 7 | 6.45% | 3,343.42 | 296.28 |
| 2022 | 8 | -7.28% | 3,100.11 | 296.17 |
| 2022 | 9 | -3.09% | 3,004.28 | 296.81 |
| 2022 | 10 | 5.29% | 3,163.06 | 298.01 |
| 2022 | 11 | 0.01% | 3,163.40 | 297.71 |
| 2022 | 12 | 1.38% | 3,206.94 | 296.80 |
| 2023 | 1 | 3.15% | 3,307.87 | 299.17 |
| 2023 | 2 | -2.59% | 3,222.34 | 300.84 |
| 2023 | 3 | 4.00% | 3,351.11 | 301.84 |
| 2023 | 4 | 0.74% | 3,375.84 | 303.36 |
| 2023 | 5 | 4.94% | 3,542.68 | 304.13 |
| 2023 | 6 | 3.88% | 3,679.99 | 305.11 |
| 2023 | 7 | -1.00% | 3,643.28 | 305.69 |
| 2023 | 8 | -0.95% | 3,608.54 | 307.03 |
| 2023 | 9 | -3.04% | 3,498.93 | 307.79 |
| 2023 | 10 | 4.60% | 3,659.95 | 307.67 |
| 2023 | 11 | 5.18% | 3,849.36 | 307.05 |
| 2023 | 12 | 2.91% | 3,961.44 | 306.75 |
| 2024 | 1 | 4.20% | 4,127.80 | 308.42 |
| 2024 | 2 | 3.28% | 4,263.28 | 310.33 |
| 2024 | 3 | -1.01% | 4,220.25 | 312.33 |
| 2024 | 4 | -0.94% | 4,180.39 | 313.55 |
Click to show 438 more rows
Remember, returns are based on the average closing price across the entire month. Some losses are offset by dividend returns.
Dollar-cost averaging
Dollar-cost averaging is an alternative to investing the full lump-sum of $100.00 up-front. Instead, the capital is invested over a period of time.
Consider a strategy in which $100.00 was invested in the S&P 500 over a period of no more than 24 months beginning in 1987. This would result in a final amount of $3,896.29, including dividend reinvestments. In this particular case, dollar-cost average returns are less than the returns of a lump-sum investment (which ends with $4,180.39).
| Year | Month | Contribution ($) | Amount ($) |
|---|---|---|---|
| 1987 | 1 | 4.16 | 4.42 |
| 1987 | 2 | 4.16 | 8.94 |
| 1987 | 3 | 4.16 | 12.98 |
| 1987 | 4 | 4.16 | 17.16 |
| 1987 | 5 | 4.16 | 22.27 |
| 1987 | 6 | 4.16 | 27.24 |
| 1987 | 7 | 4.16 | 33.42 |
| 1987 | 8 | 4.16 | 36.43 |
| 1987 | 9 | 4.16 | 35.77 |
| 1987 | 10 | 4.16 | 35.01 |
| 1987 | 11 | 4.16 | 38.63 |
| 1987 | 12 | 4.16 | 44.60 |
| 1988 | 1 | 4.16 | 50.37 |
| 1988 | 2 | 4.16 | 56.28 |
| 1988 | 3 | 4.16 | 59.89 |
| 1988 | 4 | 4.16 | 62.64 |
| 1988 | 5 | 4.16 | 70.79 |
| 1988 | 6 | 4.16 | 74.71 |
| 1988 | 7 | 4.16 | 77.50 |
| 1988 | 8 | 4.16 | 83.23 |
| 1988 | 9 | 4.16 | 90.70 |
| 1988 | 10 | 4.16 | 92.93 |
| 1988 | 11 | 4.16 | 99.33 |
| 1988 | 12 | 4.32 | 107.28 |
| 1989 | 1 | - | 110.82 |
| 1989 | 2 | - | 110.64 |
| 1989 | 3 | - | 114.59 |
| 1989 | 4 | - | 119.30 |
| 1989 | 5 | - | 123.35 |
| 1989 | 6 | - | 126.80 |
| 1989 | 7 | - | 132.75 |
| 1989 | 8 | - | 133.36 |
| 1989 | 9 | - | 133.74 |
| 1989 | 10 | - | 131.31 |
| 1989 | 11 | - | 134.91 |
| 1989 | 12 | - | 131.92 |
| 1990 | 1 | - | 128.59 |
| 1990 | 2 | - | 132.07 |
| 1990 | 3 | - | 132.33 |
| 1990 | 4 | - | 137.42 |
| 1990 | 5 | - | 141.78 |
| 1990 | 6 | - | 142.02 |
| 1990 | 7 | - | 130.86 |
| 1990 | 8 | - | 125.18 |
| 1990 | 9 | - | 122.28 |
| 1990 | 10 | - | 125.93 |
| 1990 | 11 | - | 131.70 |
| 1990 | 12 | - | 130.80 |
| 1991 | 1 | - | 145.98 |
| 1991 | 2 | - | 150.43 |
| 1991 | 3 | - | 153.82 |
| 1991 | 4 | - | 153.55 |
| 1991 | 5 | - | 154.08 |
| 1991 | 6 | - | 155.28 |
| 1991 | 7 | - | 159.44 |
| 1991 | 8 | - | 158.96 |
| 1991 | 9 | - | 159.25 |
| 1991 | 10 | - | 159.27 |
| 1991 | 11 | - | 160.76 |
| 1991 | 12 | - | 172.59 |
| 1992 | 1 | - | 171.56 |
| 1992 | 2 | - | 169.82 |
| 1992 | 3 | - | 170.27 |
| 1992 | 4 | - | 173.79 |
| 1992 | 5 | - | 171.48 |
| 1992 | 6 | - | 174.76 |
| 1992 | 7 | - | 176.40 |
| 1992 | 8 | - | 177.07 |
| 1992 | 9 | - | 174.98 |
| 1992 | 10 | - | 179.80 |
| 1992 | 11 | - | 185.68 |
| 1992 | 12 | - | 185.95 |
| 1993 | 1 | - | 189.16 |
| 1993 | 2 | - | 193.22 |
| 1993 | 3 | - | 190.63 |
| 1993 | 4 | - | 192.01 |
| 1993 | 5 | - | 193.67 |
| 1993 | 6 | - | 193.79 |
| 1993 | 7 | - | 197.21 |
| 1993 | 8 | - | 199.88 |
| 1993 | 9 | - | 202.36 |
| 1993 | 10 | - | 202.38 |
| 1993 | 11 | - | 204.17 |
| 1993 | 12 | - | 207.72 |
| 1994 | 1 | - | 207.56 |
| 1994 | 2 | - | 204.60 |
| 1994 | 3 | - | 197.76 |
| 1994 | 4 | - | 199.85 |
| 1994 | 5 | - | 202.06 |
| 1994 | 6 | - | 201.02 |
| 1994 | 7 | - | 207.21 |
| 1994 | 8 | - | 208.90 |
| 1994 | 9 | - | 207.98 |
| 1994 | 10 | - | 207.21 |
| 1994 | 11 | - | 205.08 |
| 1994 | 12 | - | 210.11 |
| 1995 | 1 | - | 218.13 |
| 1995 | 2 | - | 223.71 |
| 1995 | 3 | - | 230.91 |
| 1995 | 4 | - | 238.64 |
| 1995 | 5 | - | 246.22 |
| 1995 | 6 | - | 254.96 |
| 1995 | 7 | - | 256.27 |
| 1995 | 8 | - | 265.79 |
| 1995 | 9 | - | 268.22 |
| 1995 | 10 | - | 274.54 |
| 1995 | 11 | - | 283.85 |
| 1995 | 12 | - | 284.31 |
| 1996 | 1 | - | 301.10 |
| 1996 | 2 | - | 300.49 |
| 1996 | 3 | - | 301.08 |
| 1996 | 4 | - | 308.17 |
| 1996 | 5 | - | 312.12 |
| 1996 | 6 | - | 301.26 |
| 1996 | 7 | - | 310.53 |
| 1996 | 8 | - | 316.81 |
| 1996 | 9 | - | 329.87 |
| 1996 | 10 | - | 346.53 |
| 1996 | 11 | - | 350.68 |
| 1996 | 12 | - | 362.11 |
| 1997 | 1 | - | 377.90 |
| 1997 | 2 | - | 375.54 |
| 1997 | 3 | - | 362.75 |
| 1997 | 4 | - | 396.19 |
| 1997 | 5 | - | 417.34 |
| 1997 | 6 | - | 441.27 |
| 1997 | 7 | - | 442.81 |
| 1997 | 8 | - | 448.09 |
| 1997 | 9 | - | 455.46 |
| 1997 | 10 | - | 450.21 |
| 1997 | 11 | - | 462.07 |
| 1997 | 12 | - | 463.17 |
| 1998 | 1 | - | 492.82 |
| 1998 | 2 | - | 519.01 |
| 1998 | 3 | - | 536.68 |
| 1998 | 4 | - | 535.49 |
| 1998 | 5 | - | 536.11 |
| 1998 | 6 | - | 560.07 |
| 1998 | 7 | - | 521.02 |
| 1998 | 8 | - | 495.50 |
| 1998 | 9 | - | 501.90 |
| 1998 | 10 | - | 556.98 |
| 1998 | 11 | - | 579.84 |
| 1998 | 12 | - | 609.11 |
| 1999 | 1 | - | 608.70 |
| 1999 | 2 | - | 626.49 |
| 1999 | 3 | - | 653.12 |
| 1999 | 4 | - | 652.47 |
| 1999 | 5 | - | 648.48 |
| 1999 | 6 | - | 677.81 |
| 1999 | 7 | - | 652.23 |
| 1999 | 8 | - | 648.33 |
| 1999 | 9 | - | 640.08 |
| 1999 | 10 | - | 685.56 |
| 1999 | 11 | - | 704.82 |
| 1999 | 12 | - | 703.98 |
| 2000 | 1 | - | 686.53 |
| 2000 | 2 | - | 713.59 |
| 2000 | 3 | - | 723.75 |
| 2000 | 4 | - | 703.21 |
| 2000 | 5 | - | 725.45 |
| 2000 | 6 | - | 731.62 |
| 2000 | 7 | - | 738.50 |
| 2000 | 8 | - | 730.53 |
| 2000 | 9 | - | 692.43 |
| 2000 | 10 | - | 687.08 |
| 2000 | 11 | - | 664.27 |
| 2000 | 12 | - | 667.30 |
| 2001 | 1 | - | 653.04 |
| 2001 | 2 | - | 593.74 |
| 2001 | 3 | - | 596.41 |
| 2001 | 4 | - | 637.44 |
| 2001 | 5 | - | 622.21 |
| 2001 | 6 | - | 605.66 |
| 2001 | 7 | - | 593.27 |
| 2001 | 8 | - | 526.54 |
| 2001 | 9 | - | 543.31 |
| 2001 | 10 | - | 570.76 |
| 2001 | 11 | - | 579.13 |
| 2001 | 12 | - | 577.40 |
| 2002 | 1 | - | 558.05 |
| 2002 | 2 | - | 585.64 |
| 2002 | 3 | - | 565.06 |
| 2002 | 4 | - | 549.12 |
| 2002 | 5 | - | 516.61 |
| 2002 | 6 | - | 461.03 |
| 2002 | 7 | - | 466.28 |
| 2002 | 8 | - | 444.10 |
| 2002 | 9 | - | 438.03 |
| 2002 | 10 | - | 467.05 |
| 2002 | 11 | - | 462.21 |
| 2002 | 12 | - | 461.18 |
| 2003 | 1 | - | 431.60 |
| 2003 | 2 | - | 437.25 |
| 2003 | 3 | - | 460.36 |
| 2003 | 4 | - | 484.81 |
| 2003 | 5 | - | 512.47 |
| 2003 | 6 | - | 515.52 |
| 2003 | 7 | - | 514.66 |
| 2003 | 8 | - | 530.93 |
| 2003 | 9 | - | 541.70 |
| 2003 | 10 | - | 548.26 |
| 2003 | 11 | - | 565.05 |
| 2003 | 12 | - | 592.94 |
| 2004 | 1 | - | 599.38 |
| 2004 | 2 | - | 590.00 |
| 2004 | 3 | - | 595.71 |
| 2004 | 4 | - | 580.44 |
| 2004 | 5 | - | 597.03 |
| 2004 | 6 | - | 583.66 |
| 2004 | 7 | - | 575.56 |
| 2004 | 8 | - | 591.58 |
| 2004 | 9 | - | 592.18 |
| 2004 | 10 | - | 620.45 |
| 2004 | 11 | - | 637.38 |
| 2004 | 12 | - | 628.78 |
| 2005 | 1 | - | 639.35 |
| 2005 | 2 | - | 637.71 |
| 2005 | 3 | - | 622.35 |
| 2005 | 4 | - | 630.66 |
| 2005 | 5 | - | 644.42 |
| 2005 | 6 | - | 656.07 |
| 2005 | 7 | - | 658.10 |
| 2005 | 8 | - | 659.94 |
| 2005 | 9 | - | 642.62 |
| 2005 | 10 | - | 668.08 |
| 2005 | 11 | - | 682.41 |
| 2005 | 12 | - | 692.42 |
| 2006 | 1 | - | 692.30 |
| 2006 | 2 | - | 702.59 |
| 2006 | 3 | - | 708.20 |
| 2006 | 4 | - | 702.63 |
| 2006 | 5 | - | 683.62 |
| 2006 | 6 | - | 688.54 |
| 2006 | 7 | - | 704.32 |
| 2006 | 8 | - | 722.14 |
| 2006 | 9 | - | 748.26 |
| 2006 | 10 | - | 763.23 |
| 2006 | 11 | - | 779.63 |
| 2006 | 12 | - | 785.03 |
| 2007 | 1 | - | 797.56 |
| 2007 | 2 | - | 777.83 |
| 2007 | 3 | - | 810.35 |
| 2007 | 4 | - | 837.83 |
| 2007 | 5 | - | 840.72 |
| 2007 | 6 | - | 845.55 |
| 2007 | 7 | - | 810.03 |
| 2007 | 8 | - | 834.94 |
| 2007 | 9 | - | 859.91 |
| 2007 | 10 | - | 818.58 |
| 2007 | 11 | - | 828.72 |
| 2007 | 12 | - | 773.73 |
| 2008 | 1 | - | 761.63 |
| 2008 | 2 | - | 741.63 |
| 2008 | 3 | - | 773.10 |
| 2008 | 4 | - | 792.91 |
| 2008 | 5 | - | 759.24 |
| 2008 | 6 | - | 713.09 |
| 2008 | 7 | - | 728.14 |
| 2008 | 8 | - | 692.84 |
| 2008 | 9 | - | 552.93 |
| 2008 | 10 | - | 505.35 |
| 2008 | 11 | - | 503.58 |
| 2008 | 12 | - | 498.06 |
| 2009 | 1 | - | 464.68 |
| 2009 | 2 | - | 438.25 |
| 2009 | 3 | - | 492.25 |
| 2009 | 4 | - | 525.03 |
| 2009 | 5 | - | 540.09 |
| 2009 | 6 | - | 546.99 |
| 2009 | 7 | - | 591.41 |
| 2009 | 8 | - | 613.00 |
| 2009 | 9 | - | 627.73 |
| 2009 | 10 | - | 640.88 |
| 2009 | 11 | - | 655.15 |
| 2009 | 12 | - | 664.04 |
| 2010 | 1 | - | 644.79 |
| 2010 | 2 | - | 683.11 |
| 2010 | 3 | - | 711.03 |
| 2010 | 4 | - | 669.21 |
| 2010 | 5 | - | 645.49 |
| 2010 | 6 | - | 644.47 |
| 2010 | 7 | - | 650.03 |
| 2010 | 8 | - | 671.95 |
| 2010 | 9 | - | 702.70 |
| 2010 | 10 | - | 720.21 |
| 2010 | 11 | - | 746.95 |
| 2010 | 12 | - | 772.82 |
| 2011 | 1 | - | 797.17 |
| 2011 | 2 | - | 788.30 |
| 2011 | 3 | - | 805.81 |
| 2011 | 4 | - | 811.12 |
| 2011 | 5 | - | 781.41 |
| 2011 | 6 | - | 805.65 |
| 2011 | 7 | - | 721.85 |
| 2011 | 8 | - | 716.16 |
| 2011 | 9 | - | 737.78 |
| 2011 | 10 | - | 750.82 |
| 2011 | 11 | - | 762.49 |
| 2011 | 12 | - | 798.96 |
| 2012 | 1 | - | 832.21 |
| 2012 | 2 | - | 856.21 |
| 2012 | 3 | - | 855.88 |
| 2012 | 4 | - | 829.43 |
| 2012 | 5 | - | 819.87 |
| 2012 | 6 | - | 843.82 |
| 2012 | 7 | - | 872.41 |
| 2012 | 8 | - | 898.76 |
| 2012 | 9 | - | 896.81 |
| 2012 | 10 | - | 871.37 |
| 2012 | 11 | - | 890.32 |
| 2012 | 12 | - | 928.33 |
| 2013 | 1 | - | 949.99 |
| 2013 | 2 | - | 975.85 |
| 2013 | 3 | - | 990.04 |
| 2013 | 4 | - | 1,035.32 |
| 2013 | 5 | - | 1,023.75 |
| 2013 | 6 | - | 1,057.07 |
| 2013 | 7 | - | 1,059.74 |
| 2013 | 8 | - | 1,072.37 |
| 2013 | 9 | - | 1,095.08 |
| 2013 | 10 | - | 1,137.35 |
| 2013 | 11 | - | 1,154.66 |
| 2013 | 12 | - | 1,165.83 |
| 2014 | 1 | - | 1,164.32 |
| 2014 | 2 | - | 1,196.01 |
| 2014 | 3 | - | 1,198.43 |
| 2014 | 4 | - | 1,216.79 |
| 2014 | 5 | - | 1,255.68 |
| 2014 | 6 | - | 1,274.46 |
| 2014 | 7 | - | 1,269.02 |
| 2014 | 8 | - | 1,291.58 |
| 2014 | 9 | - | 1,257.40 |
| 2014 | 10 | - | 1,329.14 |
| 2014 | 11 | - | 1,337.57 |
| 2014 | 12 | - | 1,322.72 |
| 2015 | 1 | - | 1,360.12 |
| 2015 | 2 | - | 1,360.87 |
| 2015 | 3 | - | 1,372.83 |
| 2015 | 4 | - | 1,386.27 |
| 2015 | 5 | - | 1,380.23 |
| 2015 | 6 | - | 1,379.13 |
| 2015 | 7 | - | 1,345.69 |
| 2015 | 8 | - | 1,285.04 |
| 2015 | 9 | - | 1,340.52 |
| 2015 | 10 | - | 1,379.83 |
| 2015 | 11 | - | 1,364.61 |
| 2015 | 12 | - | 1,277.01 |
| 2016 | 1 | - | 1,269.99 |
| 2016 | 2 | - | 1,350.79 |
| 2016 | 3 | - | 1,389.04 |
| 2016 | 4 | - | 1,384.81 |
| 2016 | 5 | - | 1,399.58 |
| 2016 | 6 | - | 1,445.73 |
| 2016 | 7 | - | 1,463.06 |
| 2016 | 8 | - | 1,456.65 |
| 2016 | 9 | - | 1,449.28 |
| 2016 | 10 | - | 1,466.68 |
| 2016 | 11 | - | 1,524.56 |
| 2016 | 12 | - | 1,546.48 |
| 2017 | 1 | - | 1,586.32 |
| 2017 | 2 | - | 1,614.07 |
| 2017 | 3 | - | 1,611.58 |
| 2017 | 4 | - | 1,638.86 |
| 2017 | 5 | - | 1,667.97 |
| 2017 | 6 | - | 1,684.45 |
| 2017 | 7 | - | 1,688.62 |
| 2017 | 8 | - | 1,716.54 |
| 2017 | 9 | - | 1,763.48 |
| 2017 | 10 | - | 1,791.52 |
| 2017 | 11 | - | 1,843.17 |
| 2017 | 12 | - | 1,932.79 |
| 2018 | 1 | - | 1,876.99 |
| 2018 | 2 | - | 1,878.21 |
| 2018 | 3 | - | 1,846.95 |
| 2018 | 4 | - | 1,883.18 |
| 2018 | 5 | - | 1,922.97 |
| 2018 | 6 | - | 1,953.37 |
| 2018 | 7 | - | 2,001.24 |
| 2018 | 8 | - | 2,034.86 |
| 2018 | 9 | - | 1,956.54 |
| 2018 | 10 | - | 1,915.92 |
| 2018 | 11 | - | 1,809.35 |
| 2018 | 12 | - | 1,840.75 |
| 2019 | 1 | - | 1,948.05 |
| 2019 | 2 | - | 1,985.99 |
| 2019 | 3 | - | 2,059.94 |
| 2019 | 4 | - | 2,028.38 |
| 2019 | 5 | - | 2,056.88 |
| 2019 | 6 | - | 2,135.60 |
| 2019 | 7 | - | 2,068.66 |
| 2019 | 8 | - | 2,132.48 |
| 2019 | 9 | - | 2,132.69 |
| 2019 | 10 | - | 2,227.25 |
| 2019 | 11 | - | 2,282.25 |
| 2019 | 12 | - | 2,358.62 |
| 2020 | 1 | - | 2,361.50 |
| 2020 | 2 | - | 1,914.76 |
| 2020 | 3 | - | 1,997.45 |
| 2020 | 4 | - | 2,115.05 |
| 2020 | 5 | - | 2,252.70 |
| 2020 | 6 | - | 2,331.01 |
| 2020 | 7 | - | 2,468.39 |
| 2020 | 8 | - | 2,452.92 |
| 2020 | 9 | - | 2,495.25 |
| 2020 | 10 | - | 2,593.92 |
| 2020 | 11 | - | 2,704.42 |
| 2020 | 12 | - | 2,780.02 |
| 2021 | 1 | - | 2,849.28 |
| 2021 | 2 | - | 2,872.69 |
| 2021 | 3 | - | 3,045.66 |
| 2021 | 4 | - | 3,068.82 |
| 2021 | 5 | - | 3,124.38 |
| 2021 | 6 | - | 3,220.24 |
| 2021 | 7 | - | 3,290.61 |
| 2021 | 8 | - | 3,287.83 |
| 2021 | 9 | - | 3,302.69 |
| 2021 | 10 | - | 3,459.40 |
| 2021 | 11 | - | 3,468.58 |
| 2021 | 12 | - | 3,397.40 |
| 2022 | 1 | - | 3,298.79 |
| 2022 | 2 | - | 3,269.35 |
| 2022 | 3 | - | 3,273.22 |
| 2022 | 4 | - | 3,015.52 |
| 2022 | 5 | - | 2,913.92 |
| 2022 | 6 | - | 2,927.46 |
| 2022 | 7 | - | 3,116.20 |
| 2022 | 8 | - | 2,889.43 |
| 2022 | 9 | - | 2,800.11 |
| 2022 | 10 | - | 2,948.10 |
| 2022 | 11 | - | 2,948.42 |
| 2022 | 12 | - | 2,989.00 |
| 2023 | 1 | - | 3,083.06 |
| 2023 | 2 | - | 3,003.35 |
| 2023 | 3 | - | 3,123.37 |
| 2023 | 4 | - | 3,146.41 |
| 2023 | 5 | - | 3,301.92 |
| 2023 | 6 | - | 3,429.90 |
| 2023 | 7 | - | 3,395.68 |
| 2023 | 8 | - | 3,363.30 |
| 2023 | 9 | - | 3,261.15 |
| 2023 | 10 | - | 3,411.22 |
| 2023 | 11 | - | 3,587.76 |
| 2023 | 12 | - | 3,692.23 |
| 2024 | 1 | - | 3,847.27 |
| 2024 | 2 | - | 3,973.54 |
| 2024 | 3 | - | 3,933.45 |
| 2024 | 4 | - | 3,896.29 |
Click to show 438 more rows
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.
