Results
Sep 2006 – Sep 2026, $58,201 without dividends, Monthly average prices, Dividends after Jun 2026 estimated
- Final balance
- $84,295
- CAGR
- +11.25%
- Max drawdown
- −49.04%
Growth of $10,000
S&P 500 · $10,000 in September 2006
Drawdowns · S&P 500 · $10,000 in September 2006
Annual returns
| Year | Return | Balance |
|---|---|---|
| 2017 | +20.91% | $25,549 |
| 2018 | −1.82% | $25,084 |
| 2019 | +26.15% | $31,644 |
| 2020 | +18.50% | $37,498 |
| 2021 | +28.26% | $48,095 |
| 2022 | −14.99% | $40,888 |
| 2023 | +21.69% | $49,758 |
| 2024 | +30.03% | $64,698 |
| 2025 | +15.45% | $74,692 |
| 2026to Sep | +12.86% | $84,295 |