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S&P 500

S&P 500 Price Index in USD

Symbol SNP500 Initial Amount
Start Date End Date End Amount: 60,167.06
Benchmark Symbol
Other Symbols
CAGR (%): 6.74% Benchmark CAGR (%): Not available Inflation Adjusted CAGR (%): 0.55%

Return Comparison

Period \ Rolling Returns Annualized %
Current Value | 2.5th Percentile | Median Value | 97.5th Percentile
 S&P 500
90 7.28 | -48.26 | 10.84 | 76.20
365 11.78 | -28.20 | 10.92 | 37.43
1095 20.77 | -14.03 | 8.80 | 18.29
1825 13.43 | -4.45 | 8.58 | 16.36
2555 11.69 | -2.11 | 6.77 | 13.00
3650 12.65 | -3.63 | 5.76 | 13.87

Monthly Return Correlations

Correlation matrix
3Yr | 5Yr | 7Yr | 10Yr
 S&P 500
S&P 500 1.00 | 1.00 | 1.00 | 1.00

Periods of negative return (drawdowns)

Start Date End Date Days Max Drop (%) Start Value End Value Min Value
May 2, 1998 Oct. 1, 1998 152 days 15.57 10805.30 11089.30 9123.23
May 2, 1999 Oct. 1, 1999 152 days 6.56 13082.05 13236.44 12224.34
Nov. 2, 1999 Feb. 1, 2000 91 days 7.00 14001.72 14281.90 13022.01
Feb. 2, 2000 July 1, 2000 150 days 5.20 14281.90 14463.93 13538.55
July 2, 2000 April 1, 2007 2464 days 46.28 14463.93 14586.87 7769.94
Sept. 2, 2007 Feb. 1, 2013 1979 days 52.56 14766.03 14954.73 7005.62
April 2, 2015 June 1, 2016 426 days 8.89 20083.77 20714.76 18298.20
Dec. 2, 2017 July 1, 2018 211 days 6.48 26911.37 27651.96 25167.92
Aug. 2, 2018 March 1, 2019 211 days 13.97 27770.70 28074.24 23890.69
March 2, 2019 June 1, 2019 91 days 6.58 28074.24 28403.51 26227.58
Nov. 2, 2019 June 1, 2020 212 days 20.00 30789.86 31174.31 24631.56
July 2, 2020 Oct. 1, 2020 91 days 6.58 33358.52 34514.72 31163.25
Nov. 2, 2021 Nov. 1, 2023 729 days 24.77 45422.47 45457.26 34171.54
Dec. 2, 2024 May 1, 2025 150 days 7.81 57567.24 59134.18 53074.05