Backtest: Dollar Cost Averaging JPM (JPMorgan Chase & Co.)
This analysis evaluates a dollar-cost-averaging strategy over the past 47 years, providing a historical perspective on JPM's performance from 1980-03-17 to 2026-11-04.
The Dollar Cost Averaging (DCA) strategy follows these rules:
- At the very beginning of the backtest period, if the initial trading date falls before the 5th day of the month, we make a $1,000 purchase on that date. Otherwise, we wait until the next month to begin investing.
- For every subsequent month, we purchase $1,000 worth of the underlying stock on the first trading day of the month.
Note: All prices and share counts in this simulation use adjusted close values. Adjusted close prices retroactively account for stock splits and dividend reinvestment, To achieve similar results in practice, you would need to reinvest all dividends as they are paid.
Performance Overview
Portfolio Value Trend (Monthly, Normalized)
Over 47 years, portfolio value grew from $1,000.00 to $29,326,747.85.
| Total Invested | $560,000.00 |
| Final Portfolio Value | $29,326,747.85 |
| Total Gain | 5,136.92% |
| Annualized Return | 13.00% |
Note: The annualized return is calculated using the internal rate of return (XIRR), which takes into account the timing of each investment. This provides a more accurate measure of growth than simple averages or CAGR when cash flows occur over time.
Over the 47-year period, investing $1,000 monthly in JPM resulted in a total gain of 5,136.92%, with an annualized return of 13.00%.
Drawdown and Risk
The maximum drawdown recorded during this period was 73.47%. This drawdown began after a peak asset of $2,383,309.54 on 2000-03-23, and reached its lowest point on 2002-10-09 when the asset fell to $632,277.13. The drawdown lasted for 930 days.
Note: The maximum drawdown for Dollar Cost Averaging strategies often appears smaller than the drawdown of the underlying stock. This is because you continue to invest additional funds each month, which smooths the portfolio's decline and helps recover value faster during rebounds. The consistent inflows reduce the impact of temporary losses on previously accumulated capital.
Maximum Drawdown
Max drawdown: 73.47% over 930 days.
The drawdown was very large, indicating high sensitivity to adverse market conditions. Strategies with this profile may offer strong upside but require enduring deep declines. The maximum drawdown lasted over two years, reflecting a prolonged period of market weakness or asset-specific decline. Recovery from such drawdowns can be psychologically and financially difficult.
The Calmar Ratio — annualized return divided by maximum drawdown — was 0.18, reflecting the tradeoff between return and volatility.
The Calmar Ratio is on the lower side of what's commonly seen in broad-market strategies over extended periods.
Monthly Investment Breakdown
| Date | Price | Portfolio Value |
|---|---|---|
| 1980-04-01 | $1.04 | $1,000.00 |
| 1980-05-01 | $1.12 | $2,076.09 |
| 1980-06-02 | $1.17 | $3,173.95 |
| 1980-07-01 | $1.20 | $4,265.80 |
| 1980-08-01 | $1.25 | $5,425.77 |
| 1980-09-02 | $1.25 | $6,442.11 |
| 1980-10-01 | $1.18 | $7,074.55 |
| 1980-11-03 | $1.23 | $8,389.96 |
| 1980-12-01 | $1.17 | $8,980.70 |
| 1981-01-02 | $1.29 | $10,873.02 |
| 1981-02-02 | $1.37 | $12,538.71 |
| 1981-03-02 | $1.51 | $14,847.69 |
| 1981-04-01 | $1.63 | $16,955.73 |
| 1981-05-01 | $1.62 | $17,877.24 |
| 1981-06-01 | $1.75 | $20,290.79 |
| 1981-07-01 | $1.74 | $21,203.32 |
| 1981-08-03 | $1.58 | $20,275.75 |
| 1981-09-01 | $1.54 | $20,793.00 |
| 1981-10-01 | $1.52 | $21,488.71 |
| 1981-11-02 | $1.69 | $24,882.26 |
| 1981-12-01 | $1.67 | $25,549.74 |
| 1982-01-04 | $1.63 | $26,030.67 |
| 1982-02-01 | $1.47 | $24,511.58 |
| 1982-03-01 | $1.68 | $28,888.18 |
| 1982-04-01 | $1.52 | $27,167.77 |
| 1982-05-03 | $1.56 | $28,840.22 |
| 1982-06-01 | $1.38 | $26,496.44 |
| 1982-07-01 | $1.34 | $26,844.90 |
| 1982-08-02 | $1.29 | $26,716.95 |
| 1982-09-01 | $1.39 | $29,826.18 |
| 1982-10-01 | $1.61 | $35,675.95 |
| 1982-11-01 | $1.89 | $42,788.30 |
| 1982-12-01 | $1.95 | $45,193.25 |
| 1983-01-03 | $1.80 | $42,666.62 |
| 1983-02-01 | $1.99 | $48,080.41 |
| 1983-03-01 | $2.03 | $50,036.56 |
| 1983-04-04 | $2.22 | $55,914.80 |
| 1983-05-02 | $2.45 | $62,591.42 |
| 1983-06-01 | $2.36 | $61,283.86 |
| 1983-07-01 | $2.12 | $56,126.18 |
| 1983-08-01 | $2.20 | $59,215.95 |
| 1983-09-01 | $2.08 | $56,875.60 |
| 1983-10-03 | $1.90 | $52,929.86 |
| 1983-11-01 | $1.83 | $52,197.08 |
| 1983-12-01 | $2.12 | $61,387.99 |
| 1984-01-03 | $1.99 | $58,469.60 |
| 1984-02-01 | $2.25 | $67,110.53 |
| 1984-03-01 | $2.16 | $65,412.62 |
| 1984-04-02 | $2.09 | $64,332.92 |
| 1984-05-01 | $2.22 | $69,320.49 |
| 1984-06-01 | $1.66 | $52,788.05 |
| 1984-07-02 | $1.72 | $55,857.74 |
| 1984-08-01 | $1.90 | $62,586.73 |
| 1984-09-04 | $1.93 | $64,751.17 |
| 1984-10-01 | $2.11 | $71,682.18 |
| 1984-11-01 | $2.21 | $76,051.87 |
| 1984-12-03 | $2.34 | $81,708.08 |
| 1985-01-02 | $2.52 | $88,971.40 |
| 1985-02-01 | $2.77 | $98,706.77 |
| 1985-03-01 | $2.95 | $106,243.69 |
| 1985-04-01 | $2.81 | $101,919.08 |
| 1985-05-01 | $2.86 | $104,950.63 |
| 1985-06-03 | $3.11 | $114,839.02 |
| 1985-07-01 | $3.10 | $115,490.66 |
| 1985-08-01 | $3.08 | $115,784.41 |
| 1985-09-03 | $3.02 | $114,646.77 |
| 1985-10-01 | $2.70 | $103,589.92 |
| 1985-11-01 | $3.02 | $116,755.30 |
| 1985-12-02 | $3.18 | $124,076.45 |
| 1986-01-02 | $3.58 | $140,548.75 |
| 1986-02-03 | $3.49 | $138,102.13 |
| 1986-03-03 | $3.69 | $146,817.32 |
| 1986-04-01 | $4.14 | $165,907.36 |
| 1986-05-01 | $4.17 | $168,095.32 |
| 1986-06-02 | $4.14 | $167,900.25 |
| 1986-07-01 | $4.11 | $167,759.15 |
| 1986-08-01 | $3.51 | $144,268.69 |
| 1986-09-02 | $3.86 | $159,654.52 |
| 1986-10-01 | $3.52 | $146,569.48 |
| 1986-11-03 | $3.53 | $147,991.87 |
| 1986-12-01 | $3.67 | $154,945.50 |
| 1987-01-02 | $3.53 | $149,894.42 |
| 1987-02-02 | $3.85 | $164,441.69 |
| 1987-03-02 | $3.78 | $162,363.96 |
| 1987-04-01 | $3.67 | $158,546.72 |
| 1987-05-01 | $3.57 | $155,481.41 |
| 1987-06-01 | $3.55 | $155,572.37 |
| 1987-07-01 | $3.55 | $156,636.20 |
| 1987-08-03 | $3.34 | $148,284.70 |
| 1987-09-01 | $3.38 | $151,167.74 |
| 1987-10-01 | $3.32 | $149,536.64 |
| 1987-11-02 | $2.44 | $110,724.99 |
| 1987-12-01 | $2.21 | $101,436.39 |
| 1988-01-04 | $2.04 | $94,672.01 |
| 1988-02-01 | $1.85 | $86,925.13 |
| 1988-03-01 | $2.23 | $105,622.43 |
| 1988-04-04 | $1.96 | $93,884.89 |
| 1988-05-02 | $2.26 | $109,076.80 |
| 1988-06-01 | $2.75 | $133,765.16 |
| 1988-07-01 | $2.72 | $133,178.20 |
| 1988-08-01 | $2.96 | $146,181.30 |
| 1988-09-01 | $2.95 | $146,605.83 |
| 1988-10-03 | $2.93 | $146,595.80 |
| 1988-11-01 | $3.06 | $154,151.10 |
| 1988-12-01 | $3.17 | $160,549.22 |
| 1989-01-03 | $2.99 | $152,577.82 |
| 1989-02-01 | $3.19 | $163,501.68 |
| 1989-03-01 | $3.00 | $155,140.82 |
| 1989-04-03 | $3.58 | $185,916.81 |
| 1989-05-01 | $3.61 | $188,207.75 |
| 1989-06-01 | $3.57 | $187,260.91 |
| 1989-07-03 | $3.65 | $192,443.67 |
| 1989-08-01 | $3.93 | $208,144.18 |
| 1989-09-01 | $3.88 | $206,458.48 |
| 1989-10-02 | $4.23 | $226,375.02 |
| 1989-11-01 | $3.46 | $185,965.15 |
| 1989-12-01 | $3.30 | $178,638.30 |
| 1990-01-02 | $3.16 | $172,052.38 |
| 1990-02-01 | $2.74 | $150,112.05 |
| 1990-03-01 | $2.69 | $148,225.26 |
| 1990-04-02 | $2.49 | $138,083.02 |
| 1990-05-01 | $2.57 | $143,585.78 |
| 1990-06-01 | $3.03 | $170,280.10 |
| 1990-07-02 | $2.82 | $159,884.11 |
| 1990-08-01 | $2.44 | $138,939.28 |
| 1990-09-04 | $2.44 | $139,939.28 |
| 1990-10-01 | $1.77 | $102,614.22 |
| 1990-11-01 | $1.24 | $72,995.43 |
| 1990-12-03 | $1.37 | $81,546.70 |
| 1991-01-02 | $1.31 | $78,920.29 |
| 1991-02-01 | $1.58 | $96,581.20 |
| 1991-03-01 | $2.01 | $123,277.03 |
| 1991-04-01 | $1.95 | $120,601.74 |
| 1991-05-01 | $2.40 | $149,924.87 |
| 1991-06-03 | $2.48 | $155,523.82 |
| 1991-07-01 | $2.56 | $161,885.42 |
| 1991-08-01 | $3.04 | $193,003.53 |
| 1991-09-03 | $3.16 | $201,572.20 |
| 1991-10-01 | $2.95 | $189,134.07 |
| 1991-11-01 | $2.98 | $192,064.20 |
| 1991-12-02 | $2.63 | $170,753.70 |
| 1992-01-02 | $2.86 | $186,205.81 |
| 1992-02-03 | $3.45 | $226,039.97 |
| 1992-03-02 | $4.06 | $267,047.15 |
| 1992-04-01 | $4.02 | $265,404.18 |
| 1992-05-01 | $4.41 | $291,825.97 |
| 1992-06-01 | $4.56 | $303,029.55 |
| 1992-07-01 | $4.71 | $313,722.95 |
| 1992-08-03 | $4.30 | $287,802.80 |
| 1992-09-01 | $4.13 | $277,373.74 |
| 1992-10-01 | $4.11 | $276,778.14 |
| 1992-11-02 | $4.39 | $296,793.50 |
| 1992-12-01 | $4.61 | $312,633.17 |
| 1993-01-04 | $4.88 | $332,147.59 |
| 1993-02-01 | $5.18 | $353,571.02 |
| 1993-03-01 | $5.18 | $354,571.02 |
| 1993-04-01 | $5.19 | $356,285.99 |
| 1993-05-03 | $4.89 | $336,520.80 |
| 1993-06-01 | $4.97 | $343,001.72 |
| 1993-07-01 | $5.22 | $361,131.25 |
| 1993-08-02 | $5.27 | $365,465.03 |
| 1993-09-01 | $5.14 | $357,551.09 |
| 1993-10-01 | $5.84 | $407,350.70 |
| 1993-11-01 | $5.35 | $374,498.58 |
| 1993-12-01 | $5.05 | $354,002.03 |
| 1994-01-03 | $5.27 | $370,943.37 |
| 1994-02-01 | $5.05 | $355,865.07 |
| 1994-03-01 | $4.87 | $344,196.88 |
| 1994-04-04 | $4.74 | $335,966.65 |
| 1994-05-02 | $4.69 | $333,455.15 |
| 1994-06-01 | $5.25 | $374,375.85 |
| 1994-07-01 | $5.18 | $370,737.44 |
| 1994-08-01 | $5.17 | $370,545.24 |
| 1994-09-01 | $5.12 | $367,959.35 |
| 1994-10-03 | $4.67 | $337,169.09 |
| 1994-11-01 | $4.99 | $361,296.14 |
| 1994-12-01 | $4.94 | $358,634.26 |
| 1995-01-03 | $4.95 | $360,293.48 |
| 1995-02-01 | $5.28 | $384,898.98 |
| 1995-03-01 | $5.46 | $399,601.07 |
| 1995-04-03 | $5.27 | $386,272.62 |
| 1995-05-01 | $5.73 | $421,467.15 |
| 1995-06-01 | $6.48 | $477,054.86 |
| 1995-07-03 | $6.56 | $484,442.98 |
| 1995-08-01 | $7.12 | $526,672.12 |
| 1995-09-01 | $8.10 | $599,960.33 |
| 1995-10-02 | $8.47 | $628,113.77 |
| 1995-11-01 | $8.22 | $610,790.07 |
| 1995-12-01 | $8.41 | $626,177.37 |
| 1996-01-02 | $8.27 | $616,697.69 |
| 1996-02-01 | $9.36 | $698,423.62 |
| 1996-03-01 | $10.33 | $772,314.41 |
| 1996-04-01 | $10.37 | $775,968.27 |
| 1996-05-01 | $9.79 | $733,669.07 |
| 1996-06-03 | $9.95 | $746,674.51 |
| 1996-07-01 | $10.16 | $763,703.14 |
| 1996-08-01 | $10.21 | $768,046.45 |
| 1996-09-03 | $10.78 | $812,240.68 |
| 1996-10-01 | $11.64 | $878,111.99 |
| 1996-11-01 | $12.37 | $934,262.74 |
| 1996-12-02 | $13.46 | $1,017,096.69 |
| 1997-01-02 | $12.80 | $968,181.80 |
| 1997-02-03 | $13.63 | $1,032,444.23 |
| 1997-03-03 | $14.83 | $1,124,298.61 |
| 1997-04-01 | $13.91 | $1,055,030.05 |
| 1997-05-01 | $13.58 | $1,030,988.22 |
| 1997-06-02 | $13.83 | $1,051,440.79 |
| 1997-07-01 | $14.66 | $1,115,189.48 |
| 1997-08-01 | $16.55 | $1,259,790.95 |
| 1997-09-02 | $16.76 | $1,276,916.04 |
| 1997-10-01 | $17.61 | $1,343,165.17 |
| 1997-11-03 | $17.58 | $1,341,284.73 |
| 1997-12-01 | $17.03 | $1,300,612.21 |
| 1998-01-02 | $16.48 | $1,259,257.07 |
| 1998-02-02 | $16.56 | $1,266,660.77 |
| 1998-03-02 | $18.43 | $1,410,773.87 |
| 1998-04-01 | $20.25 | $1,551,426.02 |
| 1998-05-01 | $21.09 | $1,616,591.63 |
| 1998-06-01 | $20.07 | $1,539,415.07 |
| 1998-07-01 | $22.72 | $1,743,212.98 |
| 1998-08-03 | $22.51 | $1,728,339.30 |
| 1998-09-01 | $16.51 | $1,268,737.19 |
| 1998-10-01 | $12.25 | $942,437.81 |
| 1998-11-02 | $17.15 | $1,320,360.38 |
| 1998-12-01 | $18.86 | $1,452,812.14 |
| 1999-01-04 | $21.93 | $1,690,383.34 |
| 1999-02-01 | $23.44 | $1,807,506.73 |
| 1999-03-01 | $24.64 | $1,901,162.40 |
| 1999-04-01 | $24.34 | $1,879,252.36 |
| 1999-05-03 | $25.38 | $1,960,158.44 |
| 1999-06-01 | $22.12 | $1,709,476.05 |
| 1999-07-01 | $26.48 | $2,047,554.49 |
| 1999-08-02 | $24.11 | $1,865,391.48 |
| 1999-09-01 | $25.49 | $1,972,920.72 |
| 1999-10-01 | $22.82 | $1,767,461.59 |
| 1999-11-01 | $25.89 | $2,006,273.64 |
| 1999-12-01 | $23.98 | $1,859,091.80 |
| 2000-01-03 | $22.58 | $1,751,617.27 |
| 2000-02-01 | $26.10 | $2,025,396.58 |
| 2000-03-01 | $25.55 | $1,984,075.76 |
| 2000-04-03 | $28.82 | $2,239,134.09 |
| 2000-05-01 | $23.10 | $1,795,567.93 |
| 2000-06-01 | $24.16 | $1,878,737.81 |
| 2000-07-03 | $22.50 | $1,751,066.72 |
| 2000-08-01 | $24.42 | $1,901,632.41 |
| 2000-09-01 | $26.64 | $2,075,297.50 |
| 2000-10-02 | $22.47 | $1,751,528.81 |
| 2000-11-01 | $21.76 | $1,697,305.70 |
| 2000-12-01 | $17.77 | $1,387,171.22 |
| 2001-01-02 | $20.96 | $1,636,793.28 |
| 2001-02-01 | $26.80 | $2,093,832.77 |
| 2001-03-01 | $22.13 | $1,729,676.76 |
| 2001-04-02 | $21.40 | $1,674,033.36 |
| 2001-05-01 | $23.58 | $1,845,123.77 |
| 2001-06-01 | $23.65 | $1,852,180.76 |
| 2001-07-02 | $22.16 | $1,736,118.82 |
| 2001-08-01 | $21.20 | $1,662,265.47 |
| 2001-09-04 | $19.41 | $1,523,024.04 |
| 2001-10-01 | $16.57 | $1,301,094.22 |
| 2001-11-01 | $17.89 | $1,405,286.76 |
| 2001-12-03 | $17.99 | $1,414,407.38 |
| 2002-01-02 | $18.06 | $1,420,949.07 |
| 2002-02-01 | $15.98 | $1,258,159.41 |
| 2002-03-01 | $14.74 | $1,161,355.03 |
| 2002-04-01 | $17.69 | $1,395,331.03 |
| 2002-05-01 | $17.81 | $1,405,543.96 |
| 2002-06-03 | $17.39 | $1,373,286.49 |
| 2002-07-01 | $15.73 | $1,243,535.31 |
| 2002-08-01 | $12.69 | $1,004,006.18 |
| 2002-09-03 | $12.55 | $994,171.33 |
| 2002-10-01 | $10.01 | $793,926.90 |
| 2002-11-01 | $11.11 | $881,686.49 |
| 2002-12-02 | $13.02 | $1,034,277.05 |
| 2003-01-02 | $13.32 | $1,059,292.19 |
| 2003-02-03 | $12.34 | $982,843.66 |
| 2003-03-03 | $11.96 | $953,416.22 |
| 2003-04-01 | $12.68 | $1,011,996.26 |
| 2003-05-01 | $15.55 | $1,241,321.08 |
| 2003-06-02 | $18.01 | $1,439,032.38 |
| 2003-07-01 | $18.35 | $1,466,917.74 |
| 2003-08-01 | $17.89 | $1,431,470.17 |
| 2003-09-02 | $18.61 | $1,489,969.11 |
| 2003-10-01 | $18.97 | $1,520,167.63 |
| 2003-11-03 | $19.88 | $1,593,618.45 |
| 2003-12-01 | $19.31 | $1,549,036.99 |
| 2004-01-02 | $20.01 | $1,606,601.07 |
| 2004-02-02 | $21.32 | $1,712,455.41 |
| 2004-03-01 | $22.70 | $1,824,077.97 |
| 2004-04-01 | $23.10 | $1,857,141.28 |
| 2004-05-03 | $20.86 | $1,678,275.43 |
| 2004-06-01 | $20.30 | $1,634,503.44 |
| 2004-07-01 | $21.22 | $1,709,031.81 |
| 2004-08-02 | $20.79 | $1,676,003.10 |
| 2004-09-01 | $21.82 | $1,759,884.78 |
| 2004-10-01 | $22.42 | $1,809,297.59 |
| 2004-11-01 | $21.58 | $1,742,449.58 |
| 2004-12-01 | $21.46 | $1,733,491.79 |
| 2005-01-03 | $21.95 | $1,773,889.87 |
| 2005-02-01 | $21.21 | $1,715,013.39 |
| 2005-03-01 | $20.97 | $1,697,262.33 |
| 2005-04-01 | $19.37 | $1,568,302.51 |
| 2005-05-02 | $20.32 | $1,646,075.37 |
| 2005-06-01 | $20.42 | $1,655,868.18 |
| 2005-07-01 | $20.22 | $1,640,234.38 |
| 2005-08-01 | $20.36 | $1,652,462.79 |
| 2005-09-01 | $19.64 | $1,595,415.05 |
| 2005-10-03 | $19.68 | $1,599,225.31 |
| 2005-11-01 | $21.47 | $1,745,566.92 |
| 2005-12-01 | $22.47 | $1,828,042.81 |
| 2006-01-03 | $23.41 | $1,905,823.44 |
| 2006-02-01 | $23.43 | $1,908,257.54 |
| 2006-03-01 | $24.46 | $1,992,995.81 |
| 2006-04-03 | $24.63 | $2,008,357.57 |
| 2006-05-01 | $26.52 | $2,163,401.75 |
| 2006-06-01 | $25.81 | $2,106,427.18 |
| 2006-07-03 | $25.60 | $2,090,020.26 |
| 2006-08-01 | $27.17 | $2,219,726.81 |
| 2006-09-01 | $27.31 | $2,231,458.47 |
| 2006-10-02 | $27.99 | $2,288,086.04 |
| 2006-11-01 | $28.22 | $2,308,444.33 |
| 2006-12-01 | $27.67 | $2,264,190.73 |
| 2007-01-03 | $29.11 | $2,383,334.84 |
| 2007-02-01 | $31.02 | $2,540,017.13 |
| 2007-03-01 | $29.80 | $2,441,320.94 |
| 2007-04-02 | $29.22 | $2,394,686.08 |
| 2007-05-01 | $31.88 | $2,613,658.15 |
| 2007-06-01 | $31.66 | $2,596,653.07 |
| 2007-07-02 | $29.98 | $2,460,065.07 |
| 2007-08-01 | $27.28 | $2,239,624.24 |
| 2007-09-04 | $27.85 | $2,287,051.81 |
| 2007-10-01 | $28.77 | $2,364,286.12 |
| 2007-11-01 | $27.47 | $2,257,705.19 |
| 2007-12-03 | $28.02 | $2,304,043.11 |
| 2008-01-02 | $26.36 | $2,168,988.95 |
| 2008-02-01 | $30.16 | $2,482,708.27 |
| 2008-03-03 | $24.89 | $2,049,942.34 |
| 2008-04-01 | $29.38 | $2,420,570.74 |
| 2008-05-01 | $31.04 | $2,558,124.23 |
| 2008-06-02 | $26.56 | $2,190,338.91 |
| 2008-07-01 | $21.68 | $1,788,660.17 |
| 2008-08-01 | $25.98 | $2,144,027.07 |
| 2008-09-02 | $24.85 | $2,051,923.12 |
| 2008-10-01 | $31.63 | $2,612,873.71 |
| 2008-11-03 | $26.16 | $2,161,859.47 |
| 2008-12-01 | $16.77 | $1,387,392.68 |
| 2009-01-02 | $20.38 | $1,686,503.14 |
| 2009-02-02 | $16.38 | $1,356,657.92 |
| 2009-03-02 | $13.76 | $1,140,161.84 |
| 2009-04-01 | $18.29 | $1,517,264.58 |
| 2009-05-01 | $21.16 | $1,755,927.83 |
| 2009-06-01 | $23.52 | $1,952,572.33 |
| 2009-07-01 | $22.02 | $1,829,721.56 |
| 2009-08-03 | $25.83 | $2,146,601.73 |
| 2009-09-01 | $27.18 | $2,259,809.95 |
| 2009-10-01 | $26.98 | $2,244,541.31 |
| 2009-11-02 | $27.80 | $2,313,985.81 |
| 2009-12-01 | $27.57 | $2,295,422.08 |
| 2010-01-04 | $28.01 | $2,333,471.82 |
| 2010-02-01 | $25.91 | $2,159,121.27 |
| 2010-03-01 | $27.35 | $2,279,981.97 |
| 2010-04-01 | $29.57 | $2,466,331.18 |
| 2010-05-03 | $28.49 | $2,377,258.23 |
| 2010-06-01 | $25.22 | $2,105,746.15 |
| 2010-07-01 | $23.65 | $1,975,032.72 |
| 2010-08-02 | $27.29 | $2,280,388.56 |
| 2010-09-01 | $24.73 | $2,067,807.52 |
| 2010-10-01 | $25.43 | $2,127,434.24 |
| 2010-11-01 | $24.56 | $2,054,885.29 |
| 2010-12-01 | $25.03 | $2,095,971.95 |
| 2011-01-03 | $28.60 | $2,395,297.16 |
| 2011-02-01 | $30.17 | $2,528,361.42 |
| 2011-03-01 | $29.96 | $2,511,196.08 |
| 2011-04-01 | $30.45 | $2,553,497.81 |
| 2011-05-02 | $29.84 | $2,503,539.26 |
| 2011-06-01 | $27.58 | $2,315,028.73 |
| 2011-07-01 | $27.63 | $2,320,211.30 |
| 2011-08-01 | $26.88 | $2,257,599.06 |
| 2011-09-01 | $24.12 | $2,027,478.97 |
| 2011-10-03 | $19.04 | $1,601,200.62 |
| 2011-11-01 | $21.93 | $1,845,199.53 |
| 2011-12-01 | $20.42 | $1,719,275.48 |
| 2012-01-03 | $23.45 | $1,975,400.82 |
| 2012-02-01 | $25.39 | $2,139,643.37 |
| 2012-03-01 | $27.26 | $2,298,270.12 |
| 2012-04-02 | $31.15 | $2,627,188.73 |
| 2012-05-01 | $29.76 | $2,511,246.58 |
| 2012-06-01 | $21.70 | $1,832,105.56 |
| 2012-07-02 | $24.66 | $2,082,702.61 |
| 2012-08-01 | $24.67 | $2,084,860.57 |
| 2012-09-04 | $25.36 | $2,144,352.43 |
| 2012-10-01 | $28.08 | $2,374,793.14 |
| 2012-11-01 | $29.58 | $2,502,527.01 |
| 2012-12-03 | $28.18 | $2,384,942.91 |
| 2013-01-02 | $31.05 | $2,628,866.97 |
| 2013-02-01 | $33.26 | $2,817,642.38 |
| 2013-03-01 | $34.00 | $2,881,061.18 |
| 2013-04-01 | $33.25 | $2,818,443.77 |
| 2013-05-01 | $33.58 | $2,847,738.95 |
| 2013-06-03 | $38.12 | $3,233,103.88 |
| 2013-07-01 | $36.72 | $3,115,435.89 |
| 2013-08-01 | $39.84 | $3,381,287.08 |
| 2013-09-03 | $36.03 | $3,058,750.24 |
| 2013-10-01 | $36.61 | $3,109,403.89 |
| 2013-11-01 | $37.27 | $3,166,466.40 |
| 2013-12-02 | $40.44 | $3,437,017.71 |
| 2014-01-02 | $41.59 | $3,535,175.87 |
| 2014-02-03 | $38.80 | $3,299,323.67 |
| 2014-03-03 | $40.16 | $3,415,747.76 |
| 2014-04-01 | $43.34 | $3,687,770.99 |
| 2014-05-01 | $40.06 | $3,409,237.10 |
| 2014-06-02 | $39.79 | $3,387,597.58 |
| 2014-07-01 | $41.68 | $3,549,101.02 |
| 2014-08-01 | $40.89 | $3,482,903.37 |
| 2014-09-02 | $43.20 | $3,680,618.52 |
| 2014-10-01 | $43.27 | $3,687,787.07 |
| 2014-11-03 | $44.37 | $3,782,580.40 |
| 2014-12-01 | $43.73 | $3,728,905.54 |
| 2015-01-02 | $45.84 | $3,909,639.32 |
| 2015-02-02 | $40.69 | $3,471,438.40 |
| 2015-03-02 | $45.31 | $3,866,706.20 |
| 2015-04-01 | $44.27 | $3,778,720.83 |
| 2015-05-01 | $46.97 | $4,010,414.62 |
| 2015-06-01 | $48.79 | $4,167,139.37 |
| 2015-07-01 | $50.59 | $4,321,689.73 |
| 2015-08-03 | $50.93 | $4,351,895.88 |
| 2015-09-01 | $45.67 | $3,903,288.90 |
| 2015-10-01 | $45.65 | $3,902,385.59 |
| 2015-11-02 | $49.06 | $4,195,199.28 |
| 2015-12-01 | $50.61 | $4,328,699.40 |
| 2016-01-04 | $47.94 | $4,101,566.46 |
| 2016-02-01 | $44.36 | $3,795,690.63 |
| 2016-03-01 | $44.61 | $3,818,614.90 |
| 2016-04-01 | $45.12 | $3,862,833.00 |
| 2016-05-02 | $48.43 | $4,147,224.19 |
| 2016-06-01 | $49.87 | $4,271,749.95 |
| 2016-07-01 | $46.87 | $4,015,682.56 |
| 2016-08-01 | $48.81 | $4,183,184.49 |
| 2016-09-01 | $51.42 | $4,407,767.24 |
| 2016-10-03 | $50.89 | $4,362,861.12 |
| 2016-11-01 | $53.15 | $4,558,117.85 |
| 2016-12-01 | $63.03 | $5,406,372.11 |
| 2017-01-03 | $67.23 | $5,766,960.75 |
| 2017-02-01 | $65.83 | $5,648,298.30 |
| 2017-03-01 | $72.53 | $6,224,433.98 |
| 2017-04-03 | $67.82 | $5,821,114.02 |
| 2017-05-01 | $67.85 | $5,824,788.33 |
| 2017-06-01 | $64.74 | $5,558,165.43 |
| 2017-07-03 | $72.69 | $6,241,736.40 |
| 2017-08-01 | $72.90 | $6,261,581.50 |
| 2017-09-01 | $71.86 | $6,173,060.82 |
| 2017-10-02 | $75.89 | $6,520,077.14 |
| 2017-11-01 | $79.55 | $6,835,495.66 |
| 2017-12-01 | $82.60 | $7,098,616.84 |
| 2018-01-02 | $85.09 | $7,313,677.52 |
| 2018-02-01 | $92.60 | $7,960,262.86 |
| 2018-03-01 | $89.88 | $7,726,955.49 |
| 2018-04-02 | $85.46 | $7,347,841.01 |
| 2018-05-01 | $86.63 | $7,449,785.66 |
| 2018-06-01 | $86.33 | $7,424,758.96 |
| 2018-07-02 | $83.68 | $7,198,360.63 |
| 2018-08-01 | $92.61 | $7,967,184.86 |
| 2018-09-04 | $92.20 | $7,933,055.23 |
| 2018-10-01 | $90.88 | $7,820,381.24 |
| 2018-11-01 | $87.87 | $7,562,527.73 |
| 2018-12-03 | $90.50 | $7,789,750.33 |
| 2019-01-02 | $80.07 | $6,893,374.56 |
| 2019-02-01 | $84.44 | $7,270,146.81 |
| 2019-03-01 | $84.89 | $7,309,639.44 |
| 2019-04-01 | $85.06 | $7,325,338.54 |
| 2019-05-01 | $94.32 | $8,124,480.59 |
| 2019-06-03 | $87.20 | $7,511,698.90 |
| 2019-07-01 | $93.11 | $8,022,135.68 |
| 2019-08-01 | $93.16 | $8,027,339.19 |
| 2019-09-03 | $89.55 | $7,717,027.02 |
| 2019-10-01 | $95.31 | $8,214,912.91 |
| 2019-11-01 | $106.26 | $9,159,597.11 |
| 2019-12-02 | $109.32 | $9,423,630.42 |
| 2020-01-02 | $117.31 | $10,114,182.96 |
| 2020-02-03 | $111.61 | $9,623,145.21 |
| 2020-03-02 | $101.69 | $8,769,123.31 |
| 2020-04-01 | $70.59 | $6,088,584.22 |
| 2020-05-01 | $78.84 | $6,801,146.30 |
| 2020-06-01 | $83.37 | $7,192,345.38 |
| 2020-07-01 | $78.85 | $6,803,821.33 |
| 2020-08-03 | $82.05 | $7,080,335.32 |
| 2020-09-01 | $85.50 | $7,378,986.60 |
| 2020-10-01 | $82.79 | $7,146,400.42 |
| 2020-11-02 | $86.38 | $7,457,684.86 |
| 2020-12-01 | $103.18 | $8,908,560.61 |
| 2021-01-04 | $108.46 | $9,365,628.63 |
| 2021-02-01 | $112.50 | $9,715,111.72 |
| 2021-03-01 | $130.62 | $11,281,085.15 |
| 2021-04-01 | $133.40 | $11,522,700.72 |
| 2021-05-03 | $133.88 | $11,565,168.49 |
| 2021-06-01 | $144.96 | $12,523,149.48 |
| 2021-07-01 | $137.13 | $11,847,646.87 |
| 2021-08-02 | $132.73 | $11,468,597.50 |
| 2021-09-01 | $140.24 | $12,118,247.01 |
| 2021-10-01 | $146.74 | $12,681,459.14 |
| 2021-11-01 | $149.99 | $12,962,688.05 |
| 2021-12-01 | $139.47 | $12,054,465.87 |
| 2022-01-03 | $142.83 | $12,346,353.80 |
| 2022-02-01 | $134.31 | $11,610,999.96 |
| 2022-03-01 | $121.25 | $10,482,779.24 |
| 2022-04-01 | $120.24 | $10,396,198.14 |
| 2022-05-02 | $107.83 | $9,324,065.35 |
| 2022-06-01 | $116.30 | $10,057,367.61 |
| 2022-07-01 | $102.10 | $8,830,518.76 |
| 2022-08-01 | $103.14 | $8,922,126.87 |
| 2022-09-01 | $103.42 | $8,946,564.96 |
| 2022-10-03 | $97.29 | $8,417,848.47 |
| 2022-11-01 | $116.77 | $10,104,024.19 |
| 2022-12-01 | $124.14 | $10,742,883.07 |
| 2023-01-03 | $123.12 | $10,655,567.01 |
| 2023-02-01 | $128.13 | $11,090,385.45 |
| 2023-03-01 | $130.85 | $11,326,555.73 |
| 2023-04-03 | $119.48 | $10,343,085.77 |
| 2023-05-01 | $130.63 | $11,309,429.87 |
| 2023-06-01 | $127.28 | $11,020,488.21 |
| 2023-07-03 | $135.63 | $11,744,811.18 |
| 2023-08-01 | $146.41 | $12,679,038.81 |
| 2023-09-01 | $136.76 | $11,844,342.54 |
| 2023-10-02 | $133.92 | $11,599,292.22 |
| 2023-11-01 | $130.38 | $11,293,325.61 |
| 2023-12-01 | $147.17 | $12,749,272.50 |
| 2024-01-02 | $161.47 | $13,989,106.43 |
| 2024-02-01 | $164.03 | $14,211,330.03 |
| 2024-03-01 | $174.94 | $15,157,954.69 |
| 2024-04-01 | $187.83 | $16,275,614.04 |
| 2024-05-01 | $182.20 | $15,788,947.37 |
| 2024-06-03 | $191.66 | $16,609,598.72 |
| 2024-07-01 | $195.11 | $16,909,338.90 |
| 2024-08-01 | $198.58 | $17,211,766.74 |
| 2024-09-03 | $210.37 | $18,234,083.47 |
| 2024-10-01 | $197.71 | $17,137,561.29 |
| 2024-11-01 | $214.19 | $18,567,756.04 |
| 2024-12-02 | $236.59 | $20,510,147.08 |
| 2025-01-02 | $230.58 | $19,990,587.11 |
| 2025-02-03 | $257.67 | $22,339,479.91 |
| 2025-03-03 | $251.69 | $21,822,201.60 |
| 2025-04-01 | $235.31 | $20,403,111.94 |
| 2025-05-01 | $239.90 | $20,801,917.15 |
| 2025-06-02 | $257.16 | $22,300,142.18 |
| 2025-07-01 | $282.18 | $24,470,826.42 |
| 2025-08-01 | $282.53 | $24,501,665.27 |
| 2025-09-02 | $292.61 | $25,377,330.03 |
| 2025-10-01 | $303.36 | $26,310,610.29 |
| 2025-11-03 | $303.50 | $26,323,801.33 |
| 2025-12-01 | $303.08 | $26,288,213.58 |
| 2026-01-02 | $319.33 | $27,698,418.41 |
| 2026-02-02 | $303.68 | $26,342,066.47 |
| 2026-03-02 | $293.25 | $25,438,609.97 |
| 2026-04-01 | $291.11 | $25,253,241.75 |
| 2026-05-01 | $309.52 | $26,852,052.43 |
| 2026-06-01 | $293.78 | $25,487,546.20 |
| 2026-07-01 | $330.92 | $28,710,368.86 |
| 2026-08-03 | $350.89 | $30,443,824.88 |
| 2026-09-01 | $353.19 | $30,644,251.69 |
| 2026-10-01 | $331.53 | $28,765,758.39 |
| 2026-11-02 | $340.58 | $29,552,349.44 |