S&P 500 Return Calculator
The calculator computes total return with dividends reinvested, annualized return plus a summary of profitable and unprofitable returns for the State Street® SPDR® S&P 500® ETF Trust (SPY) with closing prices from Alpha Vantage. All prices are adjusted for splits and dividends.
| Performance Calculations Summary | |
|---|---|
| Start Date | 2021-10-29 |
| Start Price | $429.47 |
| End Date | 2026-10-23 |
| End Price | $759.97 |
| # Prices | 61 |
| Initial One-time Investment | $1,000.00 |
| Number Shares Purchased | 2.328466 |
| Min Date | Sep-30-2022 |
| Min Price | $339.08 |
| Max Date | Aug-31-2026 |
| Max Price | $765.15 |
| Total Return | 76.96% |
| Annualized Return | 12.14% |
| Current Value of $1,000.00 Investment | $1,769.56 |
| Number Returns | 1,830 |
| Average Return | 33.39% |
| Minimum Return | -23.93% |
| Maximum Return | 125.65% |
| Number Profitable Returns | 1,644 |
| Percent Profitable Returns | 89.84% |
| Number Unprofitable Returns | 186 |
| Percent Unprofitable Returns | 10.16% |
| Profitable to Unprofitable Returns Ratio | 8.84 |