Investment Growth
How to use this analysis
How to use this analysis
This analysis uses past market index performance during a specified period of time to calculate the growth of an amount invested in a market index fund (tracking the same index) over the same period of time. The tool enables a convenient retroactive approach to look back at market performance.
- Select a market index.
- Set the start date for the time period during which market returns will be analyzed. The analysis time period must be in the past.
- Set the end date for the time period during which market returns will be analyzed. The analysis time period must be in the past.
- Enter an initial investment amount that would have been made on the start date. Do not include a currency symbol.
- Run the analysis. The chart will show the final value of the investment at close of the end date.
Please wait. Market index history analysis is in progress...
If $1,000 had been invested in the S&P 500 index on 1/31/1975, it would have had a total value of $78,469 on 1/31/2025. Dividends are not included in the analysis, and the dollar amounts are not corrected for inflation. This represents an average annual growth of 9.11%, and a cumulative growth of 7,746.88% over the investment time period of 50.04 years.
Here is an idea! When a teenager turns 15 years old, family members should get together and invest $1,000 on behalf of the teenager in an index fund tracking the S&P 500. Even without adding to it monthly, this will make a very nice addition to the teenager's retirement portfolio 50 years later at the retirement age of 65. While the expense ratios of index funds can vary, they are generally very small and are not included in this calculation.
Here is an idea! When a teenager turns 15 years old, family members should get together and invest $1,000 on behalf of the teenager in an index fund tracking the S&P 500. Even without adding to it monthly, this will make a very nice addition to the teenager's retirement portfolio 50 years later at the retirement age of 65. While the expense ratios of index funds can vary, they are generally very small and are not included in this calculation.
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