S&P 500 Return Calculator - Specify Date Range from 1905
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 nominal and inflation-adjusted (real) monthly price data. S&P 500 monthly price data is from
ONLINE DATA ROBERT SHILLER. Prices used by the calculator are from January 1905 through the present.
Nominal Prices Performance
| S&P 500 Performance Results (Nominal) |
| Start Date | 1905-01-01 |
| Start Price | $8.43 |
| End Date | 2026-05-01 |
| End Price | $7,259.22 |
| # Prices | 1,457 |
| Initial One-time Investment | $1,000.00 |
| Number Shares Purchased | 118.623962 |
| Min Date | Jun-01-1932 |
| Min Price | $4.77 |
| Max Date | May-01-2026 |
| Max Price | $7,259.22 |
| Total Return | 86,011.74% |
| Annualized Return | 5.73% |
| Current Value of $1,000.00 Investment | $861,117 |
| Number Returns | 1,060,696 |
| Average Return | 4,849.56% |
| Minimum Return | -84.76% |
| Maximum Return | 152,084.91% |
| Number Profitable Returns | 998,633 |
| Percent Profitable Returns | 94.15% |
| Number Unprofitable Returns | 62,063 |
| Percent Unprofitable Returns | 5.85% |
| Profitable to Unprofitable Returns Ratio | 16.09 |
Real Prices Performance
| S&P 500 Performance Results (Real) |
| Start Date | 1905-01-01 |
| Start Price | $331.29 |
| End Date | 2026-05-01 |
| End Price | $7,259.22 |
| # Prices | 1,457 |
| Initial One-time Investment | $1,000.00 |
| Number Shares Purchased | 3.018472 |
| Min Date | Jun-01-1932 |
| Min Price | $116.72 |
| Max Date | May-01-2026 |
| Max Price | $7,259.22 |
| Total Return | 2,091.18% |
| Annualized Return | 2.58% |
| Current Value of $1,000.00 Investment | $21,912 |
| Number Returns | 1,060,696 |
| Average Return | 345.94% |
| Minimum Return | -80.61% |
| Maximum Return | 6,119.39% |
| Number Profitable Returns | 903,495 |
| Percent Profitable Returns | 85.18% |
| Number Unprofitable Returns | 157,201 |
| Percent Unprofitable Returns | 14.82% |
| Profitable to Unprofitable Returns Ratio | 5.75 |
