Bridgewater Associates Performance Guide: Compare Returns of S&P 500 and iShares Core S&P 500 ETF (IVV)
Values are based on monthly closes adjusted for splits and dividends from Alpha Vantage.
| Compare Returns for S&P 500 and IVV | ||
|---|---|---|
| S&P 500 | IVV | |
| Start Date | Jun-01-2014 | Jun-30-2014 |
| Start Price | $2,546.84 | $163.96 |
| End Date | Jun-01-2024 | Jun-25-2024 |
| End Price | $5,277.52 | $547.68 |
| Number Monthly Prices | 121 | 121 |
| Min Date | Feb-01-2016 | Jul-31-2014 |
| Min Price | $2,503.97 | $161.67 |
| Max Date | Jun-01-2024 | Jun-25-2024 |
| Max Price | $5,277.52 | $547.68 |
| Total Return | 107.22% | 234.04% |
| Annualized Return | 7.49% | 12.71% |
| Current Value of $1,000 Purchase | $2,072 | $3,340 |
| Number Returns | 7,260 | 7,260 |
| Average Return | 30.36% | 57.53% |
| Minimum Return | -25.54% | -23.93% |
| Maximum Return | 110.77% | 238.77% |
| Number Profitable Returns | 6,506 | 6,844 |
| Percent Profitable Returns | 89.61% | 94.27% |
| Number Unprofitable Returns | 754 | 416 |
| Percent Unprofitable Returns | 10.39% | 5.73% |
| Profitable to Unprofitable Returns Ratio | 8.63 | 16.45 |
IVV Performance Table and Chart
IVV Dividend Chart
IVV Dollar-cost Average
IVV Trendline Chart
IVV Moving Average Chart
IVV Stock Return Map - See Patterns of Gains and Losses
IVV Stock Returns/Purchase Dates