S&P 500

S&P 500 Price Index in USD

Symbol SNP500 Initial Amount

Lumpsum SIP Number of Months

Start Date End Date End Amount: 71,378.25

Benchmark Symbol

Other Symbols

CAGR (%): 7.16% Benchmark CAGR (%): Not available Inflation Adjusted CAGR (%): 1.09%

Return Comparison

Period \ Rolling Returns Annualized % Current Value | 2.5th Percentile | Median Value | 97.5th Percentile	S&P 500
90	-4.75 | -48.26 | 10.92 | 76.20
365	18.16 | -28.20 | 11.26 | 36.15
1095	18.45 | -14.03 | 8.94 | 20.37
1825	10.62 | -4.27 | 8.72 | 16.32
2555	14.38 | -2.11 | 8.96 | 14.31
3650	13.19 | -3.63 | 5.88 | 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
Dec. 2, 2025	March 1, 2026	89 days	5.92	66130.09	68703.04	62217.86