Here you'll find past annual investment return data, including contemporaneous commentary and dividend math. For the newest data (and other investment tools), visit the Investing page.
The S&P 500 Price index returned 15.76% in 2020. Using a better calculation including dividend reinvestment, the S&P 500 returned 17.88%. Maximizing 2020 S&P 500 Return: Buying, Holding... and Reinvesting The numbers I quote in the intro assume you did all of your investing in a single year. That is, you bought the absolute opening […]
The Dow Jones Industrial Average returned 6.87% in 2020. Using a better calculation, which includes dividend reinvestment, the Dow Jones returned 9.70%. 2020 Dow Jones Industrial Average Return: Reinvest Your Dividends I ran the above calculation for an index purchase at open on January 2nd, 2020 and sold at close on December 31, 2020. This […]
The NASDAQ returned 42.58% in 2020. Using a better calculation, which includes dividend reinvestment, the NASDAQ returned 42.99%. The 2020 NASDAQ Return: Even in Tech You Should Reinvest The above numbers assume you bought the NASDAQ index at the open on January 2nd, 2020 and sold at close on December 31, 2020. This is the […]
Bitcoin returned 92.00% in 2019, not including any transaction fees. After midnight UTC on January 1, 2019, bitcoin traded at $3,746.71 a coin. And the closing trade on December 31, 2019, before midnight UTC was for $7,193.60 a coin. The 2019 Bitcoin Return: Speculation, but Greater Acceptance 92% is a heck of a return. Contrast […]
The 2019 NASDAQ return was 37.89% calculated from opening and closing prices. Using a superior calculation factoring in dividend reinvestment, the NASDAQ returned 39.39% in 2019. The 2019 NASDAQ Return: Reinvest Your Dividends The above numbers assume you bought the NASDAQ index at the open on January 2nd, 2019 and sold at the close on […]
The Dow Jones Industrial Average returned 23.76% in 2019. Using a calculation including dividend reinvestment, the Dow Jones returned 25.34% in 2019. 2019 Dow Jones Industrial Average Return: Reinvest Your Dividends The numbers above match an index price purchase on open on January 2nd, 2019 and sold at close on December 31, 2019. This is […]
The S&P 500 Price index returned 30.43% in 2019. Using a better calculation including dividend reinvestment, the S&P 500 returned 33.07%. The 2019 S&P 500 Return: Buy, Hold and Reinvest The quoted numbers are returns all in one year (2019) – you bought the absolute open on January 2nd, 2019 and sold the closing trade […]
The 2018 bitcoin return was -73.56% compared to the US Dollar not including any transaction fees. At midnight UTC to open 2018 on January 1, bitcoin traded at $14,156.40 per coin. At midnight UTC to close December 2018 bitcoin traded at $3,742.70 per coin. Compare the 3/4 loss on bitcoin in 2018 to the whopping […]
The 2018 NASDAQ return was -4.36% calculated from opening and closing prices. Using a superior calculation factoring in dividend reinvestment, the NASDAQ returned -3.33% in 2018. The 2018 NASDAQ Return: Reinvest Your Dividends The above numbers assume you bought the NASDAQ index at the open on January 2nd, 2018 and sold at the close on […]
The Dow Jones Industrial Average returned -5.97% in 2018. Using a calculation including dividend reinvestment, the Dow Jones returned -3.48% in 2018. 2018 Dow Jones Industrial Average Return: Reinvest Your Dividends The numbers above match an index purchase on open on January 2nd, 2018 and sold at close on December 31, 2018. Alternatively, if you […]