DQYDJ Logo

Category: Returns

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.

2018 Dow Jones Industrial Average Return

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 […]

Read More
2018 S&P 500 Return

The S&P 500 Price index returned -6.59% in 2018. Using a better calculation which includes dividend reinvestment, the S&P 500 returned -4.75%. The 2018 S&P 500 Return: Buy, Hold and Reinvest The quoted numbers require that you bought the opening trade on January 2nd, 2018 and sold the closing trade on December 31, 2018. If […]

Read More
2017 Bitcoin Return

The 2017 Bitcoin return was +1,318% not including any transaction fees. At midnight UTC after 12/31/2016 bitcoin traded at 998.33 a coin and one year later traded at 14,156.4 a coin. 2017 Bitcoin Return: Cryptocurrency is Not an Investment Bitcoin is a digital currency built on top of a public, digital ledger known as a […]

Read More
Where Does 2018 Rank in Annual S&P 500 Returns?

The S&P 500 and the broader equity markets continue to outperform and have seen annual inflation-adjusted 15.8% returns from March 2009 through the end of December 2017. More recently, from November 2016 to January 2017, the S&P 500 has returned 22.3% in total. Annual S&P 500 Returns Vary Wildly I started with each year's inflation […]

Read More
2017 NASDAQ Return

The 2017 NASDAQ return was +27.24% calculated from the price index. Using a better calculation which factors in dividend reinvestment, the NASDAQ returned +28.62% in 2017. The 2017 NASDAQ Return: Reinvest Your Dividends The above numbers assume you bought the NASDAQ index on January 3rd, 2017 and sold at close on December 29, 2017. The […]

Read More
2017 Dow Jones Industrial Average Return

The Dow Jones Industrial Average returned +24.39% in 2017. Using a calculation which includes dividend reinvestment, the Dow Jones returned +28.11%. 2017 Dow Jones Industrial Average Return: Reinvest Your Dividends Those numbers from the introduction are accurate for an index purchase on January 3rd, 2017 sold at close on December 29, 2017. Alternatively, if you […]

Read More
2017 S&P 500 Return

The S&P 500 Price index returned +18.74% in 2017. Using a better calculation which includes dividend reinvestment, the S&P 500 returned +21.14%. The 2017 S&P 500 Return: Buy, Hold and Reinvest The above quoted numbers are accurate if you bought the index at the opening price on January 3rd, 2017 and sold at the closing […]

Read More
2016 NASDAQ Return with Dividends Reinvested

With dividends included and reinvested, the 2016 NASDAQ Return was 11.28%.  The number you'll probably see quoted more often is 9.91%, which was the NASDAQ index price return. Those returns were realized between the 1/4/2016 market open and the 12/30/2016 close. Just like with the 2016 S&P 500 Return numbers, including dividends was the difference […]

Read More
2016 Dow Jones Industrial Average Return

The Dow Jones Industrial Average did not return 13.54% in 2016, although that is probably a number that you'll see quoted.  Adjusted for dividend reinvestment, the 2016 Dow Jones Industrial Average Return was actually 16.47%.  That's a full 2.93% points higher due to reinvested dividends. Dividend Reinvestment is Too Often Ignored As we wrote in […]

Read More
2016 S&P 500 Return

The S&P 500 Price index returned 9.84% in 2016 - and that is the number you'll see quoted most often in the press.  However, a more extensive calculation including dividends reveals that the true 2016 S&P 500 return was roughly 12.25%. Including Dividend Reinvestment is the Key to True Return Comparisons on the S&P 500 […]

Read More

Don't Quit Your Day Job...

DQYDJ may be compensated by our advertising and affiliate partners if you make purchases through links. See our disclosures page for more information.
Sign Up For Emails
© 2009-2021 dqydj.com
linkedin facebook pinterest youtube rss twitter instagram facebook-blank rss-blank linkedin-blank pinterest youtube twitter instagram