Use this calculator to compute the total return, annualized return plus a summary of winning (profitable) and losing (unprofitable) buy and sell combinations using S&P 500 inflation-adjusted monthly price data. S&P 500 inflation-adjusted monthly price data is fromONLINE DATA ROBERT SHILLER. Prices ...
Note that is is different than for the “S&P 500 Historical Returns Calculator” which requires that you use the same“Start Month” and “End Month” for full year returns. This is due to the nature of this calculator which uses BEGINNING of month investments and monthly returns instead of...
Ever wonder the average, median, or top (maybe even worst) returns over a time period? We've got you covered. CAPE CalculatorDo the math on the 10-year PE ratio of the S&P 500 index, historically a better valuation method than single year (or worse, quarterly) valuations. It doesn't...
Cost of S&P 500 ETFs The total expense ratio (TER) of S&P 500 ETFs is between 0.03% p.a. and 0.15% p.a.. In comparison, most actively managed funds do cost much more fees per year. Calculate your individual cost savings by using ourcost calculator. ...
A calculator which works on constant time-frames in the S&P 500 dataset, calculating ordered sets of returns. CAPE Calculator Computes the 10-year PE ratio of the S&P 500 index. Also lets you change the period of returns (9-year PE, anyone?). ...
We’re going to make a bold statement…big companies are RISKIER than tiny ones. Yes, that flies in the face of everything you’ve been told. But consider
Below is the monthly history of the S&P 500 Price to Sales ratio. Use the S&P 500 Return Calculator to see the most recent data details. There's a lot of data here – use the accordion below to expand the section and reveal the P/S data. ...
Also, as we showed in the original calculator,dividends matter. Over longer scenarios, you'll note that the dividends paid start to dominate the initial investment. If you ever see an article posted which ignores the effects of dividends or only quotes price returns on an index, please send ...
Annually, I talk about how theexact dateyou pick doesn't matter much (but: keep your timeframes consistent!) – but counting your dividends does matter. 2020 was a terrible year – but again, returns were excellent. And only taking price return on the index doesn't tell the whole story....
Indeed, over long-term horizons, the index typically produces better returns than actively managed portfolios, especially after taking into account taxes and fees. So, what if you had just held the S&P 500, using anindex fundor some other means of holding the stocks in it?