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 2026-09-20.
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 $30,188,407.45.
| Total Invested | $558,000.00 |
| Final Portfolio Value | $30,188,407.45 |
| Total Gain | 5,310.11% |
| Annualized Return | 13.13% |
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 5,310.11%, with an annualized return of 13.13%.
Drawdown and Risk
The maximum drawdown recorded during this period was 73.47%. This drawdown began after a peak asset of $2,383,310.14 on 2000-03-23, and reached its lowest point on 2002-10-09 when the asset fell to $632,277.15. 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 | $1.18 | $3,173.95 |
| 1980-07-01 | $1.21 | $4,265.80 |
| 1980-08-01 | $1.26 | $5,425.77 |
| 1980-09-02 | $1.26 | $6,442.11 |
| 1980-10-01 | $1.19 | $7,074.54 |
| 1980-11-03 | $1.24 | $8,389.97 |
| 1980-12-01 | $1.18 | $8,980.71 |
| 1981-01-02 | $1.30 | $10,873.02 |
| 1981-02-02 | $1.38 | $12,538.71 |
| 1981-03-02 | $1.52 | $14,847.70 |
| 1981-04-01 | $1.63 | $16,955.73 |
| 1981-05-01 | $1.63 | $17,877.25 |
| 1981-06-01 | $1.75 | $20,290.80 |
| 1981-07-01 | $1.75 | $21,203.32 |
| 1981-08-03 | $1.59 | $20,275.75 |
| 1981-09-01 | $1.55 | $20,793.01 |
| 1981-10-01 | $1.53 | $21,488.71 |
| 1981-11-02 | $1.70 | $24,882.25 |
| 1981-12-01 | $1.67 | $25,549.75 |
| 1982-01-04 | $1.64 | $26,030.69 |
| 1982-02-01 | $1.48 | $24,511.57 |
| 1982-03-01 | $1.69 | $28,888.18 |
| 1982-04-01 | $1.53 | $27,167.77 |
| 1982-05-03 | $1.57 | $28,840.23 |
| 1982-06-01 | $1.38 | $26,496.44 |
| 1982-07-01 | $1.35 | $26,844.89 |
| 1982-08-02 | $1.29 | $26,716.95 |
| 1982-09-01 | $1.39 | $29,826.18 |
| 1982-10-01 | $1.62 | $35,675.96 |
| 1982-11-01 | $1.90 | $42,788.29 |
| 1982-12-01 | $1.96 | $45,193.27 |
| 1983-01-03 | $1.81 | $42,666.60 |
| 1983-02-01 | $2.00 | $48,080.43 |
| 1983-03-01 | $2.04 | $50,036.57 |
| 1983-04-04 | $2.23 | $55,914.74 |
| 1983-05-02 | $2.46 | $62,591.42 |
| 1983-06-01 | $2.37 | $61,283.89 |
| 1983-07-01 | $2.13 | $56,126.19 |
| 1983-08-01 | $2.21 | $59,215.99 |
| 1983-09-01 | $2.09 | $56,875.60 |
| 1983-10-03 | $1.91 | $52,929.90 |
| 1983-11-01 | $1.84 | $52,197.08 |
| 1983-12-01 | $2.13 | $61,388.00 |
| 1984-01-03 | $2.00 | $58,469.62 |
| 1984-02-01 | $2.26 | $67,110.57 |
| 1984-03-01 | $2.17 | $65,412.60 |
| 1984-04-02 | $2.10 | $64,332.94 |
| 1984-05-01 | $2.23 | $69,320.51 |
| 1984-06-01 | $1.66 | $52,788.09 |
| 1984-07-02 | $1.73 | $55,857.74 |
| 1984-08-01 | $1.91 | $62,586.72 |
| 1984-09-04 | $1.94 | $64,751.14 |
| 1984-10-01 | $2.12 | $71,682.22 |
| 1984-11-01 | $2.22 | $76,051.90 |
| 1984-12-03 | $2.36 | $81,708.17 |
| 1985-01-02 | $2.54 | $88,971.42 |
| 1985-02-01 | $2.79 | $98,706.72 |
| 1985-03-01 | $2.97 | $106,243.66 |
| 1985-04-01 | $2.82 | $101,919.06 |
| 1985-05-01 | $2.88 | $104,950.66 |
| 1985-06-03 | $3.12 | $114,839.04 |
| 1985-07-01 | $3.11 | $115,490.74 |
| 1985-08-01 | $3.09 | $115,784.36 |
| 1985-09-03 | $3.03 | $114,646.71 |
| 1985-10-01 | $2.72 | $103,589.89 |
| 1985-11-01 | $3.03 | $116,755.26 |
| 1985-12-02 | $3.20 | $124,076.57 |
| 1986-01-02 | $3.60 | $140,548.87 |
| 1986-02-03 | $3.51 | $138,102.11 |
| 1986-03-03 | $3.71 | $146,817.23 |
| 1986-04-01 | $4.16 | $165,907.29 |
| 1986-05-01 | $4.19 | $168,095.17 |
| 1986-06-02 | $4.16 | $167,900.18 |
| 1986-07-01 | $4.13 | $167,759.15 |
| 1986-08-01 | $3.53 | $144,268.74 |
| 1986-09-02 | $3.88 | $159,654.57 |
| 1986-10-01 | $3.54 | $146,569.38 |
| 1986-11-03 | $3.55 | $147,991.95 |
| 1986-12-01 | $3.69 | $154,945.54 |
| 1987-01-02 | $3.55 | $149,894.38 |
| 1987-02-02 | $3.87 | $164,441.72 |
| 1987-03-02 | $3.80 | $162,363.88 |
| 1987-04-01 | $3.68 | $158,546.69 |
| 1987-05-01 | $3.59 | $155,481.49 |
| 1987-06-01 | $3.57 | $155,572.15 |
| 1987-07-01 | $3.57 | $156,636.24 |
| 1987-08-03 | $3.36 | $148,284.81 |
| 1987-09-01 | $3.40 | $151,167.75 |
| 1987-10-01 | $3.34 | $149,536.67 |
| 1987-11-02 | $2.45 | $110,724.94 |
| 1987-12-01 | $2.22 | $101,436.32 |
| 1988-01-04 | $2.05 | $94,672.05 |
| 1988-02-01 | $1.86 | $86,925.14 |
| 1988-03-01 | $2.24 | $105,622.45 |
| 1988-04-04 | $1.97 | $93,884.91 |
| 1988-05-02 | $2.27 | $109,076.76 |
| 1988-06-01 | $2.76 | $133,765.07 |
| 1988-07-01 | $2.73 | $133,178.23 |
| 1988-08-01 | $2.98 | $146,181.45 |
| 1988-09-01 | $2.97 | $146,605.90 |
| 1988-10-03 | $2.95 | $146,595.92 |
| 1988-11-01 | $3.08 | $154,150.97 |
| 1988-12-01 | $3.18 | $160,549.25 |
| 1989-01-03 | $3.01 | $152,577.89 |
| 1989-02-01 | $3.20 | $163,501.68 |
| 1989-03-01 | $3.02 | $155,140.76 |
| 1989-04-03 | $3.60 | $185,916.72 |
| 1989-05-01 | $3.62 | $188,207.69 |
| 1989-06-01 | $3.59 | $187,260.90 |
| 1989-07-03 | $3.67 | $192,443.64 |
| 1989-08-01 | $3.95 | $208,144.22 |
| 1989-09-01 | $3.90 | $206,458.51 |
| 1989-10-02 | $4.25 | $226,375.14 |
| 1989-11-01 | $3.47 | $185,965.09 |
| 1989-12-01 | $3.32 | $178,638.22 |
| 1990-01-02 | $3.18 | $172,052.43 |
| 1990-02-01 | $2.75 | $150,112.07 |
| 1990-03-01 | $2.70 | $148,225.27 |
| 1990-04-02 | $2.50 | $138,083.04 |
| 1990-05-01 | $2.58 | $143,585.75 |
| 1990-06-01 | $3.04 | $170,280.11 |
| 1990-07-02 | $2.84 | $159,884.17 |
| 1990-08-01 | $2.45 | $138,939.18 |
| 1990-09-04 | $2.45 | $139,939.18 |
| 1990-10-01 | $1.78 | $102,614.22 |
| 1990-11-01 | $1.25 | $72,995.51 |
| 1990-12-03 | $1.38 | $81,546.72 |
| 1991-01-02 | $1.32 | $78,920.22 |
| 1991-02-01 | $1.59 | $96,581.14 |
| 1991-03-01 | $2.02 | $123,277.11 |
| 1991-04-01 | $1.96 | $120,601.79 |
| 1991-05-01 | $2.42 | $149,924.84 |
| 1991-06-03 | $2.49 | $155,523.82 |
| 1991-07-01 | $2.58 | $161,885.37 |
| 1991-08-01 | $3.05 | $193,003.61 |
| 1991-09-03 | $3.17 | $201,572.31 |
| 1991-10-01 | $2.96 | $189,134.16 |
| 1991-11-01 | $2.99 | $192,064.14 |
| 1991-12-02 | $2.65 | $170,753.63 |
| 1992-01-02 | $2.87 | $186,205.60 |
| 1992-02-03 | $3.47 | $226,040.20 |
| 1992-03-02 | $4.08 | $267,047.23 |
| 1992-04-01 | $4.04 | $265,404.06 |
| 1992-05-01 | $4.43 | $291,825.98 |
| 1992-06-01 | $4.58 | $303,029.85 |
| 1992-07-01 | $4.73 | $313,723.05 |
| 1992-08-03 | $4.32 | $287,802.87 |
| 1992-09-01 | $4.15 | $277,374.02 |
| 1992-10-01 | $4.13 | $276,778.12 |
| 1992-11-02 | $4.41 | $296,793.43 |
| 1992-12-01 | $4.63 | $312,633.24 |
| 1993-01-04 | $4.91 | $332,147.56 |
| 1993-02-01 | $5.21 | $353,570.81 |
| 1993-03-01 | $5.21 | $354,570.81 |
| 1993-04-01 | $5.22 | $356,285.99 |
| 1993-05-03 | $4.91 | $336,520.79 |
| 1993-06-01 | $4.99 | $343,001.63 |
| 1993-07-01 | $5.24 | $361,131.40 |
| 1993-08-02 | $5.29 | $365,465.15 |
| 1993-09-01 | $5.16 | $357,551.23 |
| 1993-10-01 | $5.87 | $407,350.49 |
| 1993-11-01 | $5.38 | $374,498.73 |
| 1993-12-01 | $5.07 | $354,001.83 |
| 1994-01-03 | $5.30 | $370,943.11 |
| 1994-02-01 | $5.07 | $355,865.17 |
| 1994-03-01 | $4.89 | $344,196.88 |
| 1994-04-04 | $4.76 | $335,966.66 |
| 1994-05-02 | $4.71 | $333,454.85 |
| 1994-06-01 | $5.27 | $374,375.68 |
| 1994-07-01 | $5.21 | $370,737.31 |
| 1994-08-01 | $5.19 | $370,545.29 |
| 1994-09-01 | $5.14 | $367,959.50 |
| 1994-10-03 | $4.70 | $337,169.02 |
| 1994-11-01 | $5.02 | $361,296.15 |
| 1994-12-01 | $4.97 | $358,634.25 |
| 1995-01-03 | $4.98 | $360,293.37 |
| 1995-02-01 | $5.30 | $384,899.09 |
| 1995-03-01 | $5.49 | $399,600.79 |
| 1995-04-03 | $5.29 | $386,272.90 |
| 1995-05-01 | $5.76 | $421,467.23 |
| 1995-06-01 | $6.51 | $477,055.06 |
| 1995-07-03 | $6.60 | $484,442.92 |
| 1995-08-01 | $7.16 | $526,672.02 |
| 1995-09-01 | $8.14 | $599,960.65 |
| 1995-10-02 | $8.51 | $628,113.67 |
| 1995-11-01 | $8.26 | $610,790.55 |
| 1995-12-01 | $8.46 | $626,177.43 |
| 1996-01-02 | $8.31 | $616,697.24 |
| 1996-02-01 | $9.40 | $698,424.00 |
| 1996-03-01 | $10.38 | $772,314.35 |
| 1996-04-01 | $10.42 | $775,968.23 |
| 1996-05-01 | $9.84 | $733,669.00 |
| 1996-06-03 | $10.00 | $746,674.58 |
| 1996-07-01 | $10.21 | $763,703.54 |
| 1996-08-01 | $10.26 | $768,046.44 |
| 1996-09-03 | $10.84 | $812,240.58 |
| 1996-10-01 | $11.70 | $878,112.13 |
| 1996-11-01 | $12.44 | $934,263.35 |
| 1996-12-02 | $13.53 | $1,017,096.21 |
| 1997-01-02 | $12.86 | $968,181.90 |
| 1997-02-03 | $13.70 | $1,032,443.93 |
| 1997-03-03 | $14.91 | $1,124,298.50 |
| 1997-04-01 | $13.98 | $1,055,030.23 |
| 1997-05-01 | $13.64 | $1,030,988.31 |
| 1997-06-02 | $13.90 | $1,051,441.03 |
| 1997-07-01 | $14.73 | $1,115,190.11 |
| 1997-08-01 | $16.63 | $1,259,791.57 |
| 1997-09-02 | $16.84 | $1,276,916.23 |
| 1997-10-01 | $17.70 | $1,343,164.82 |
| 1997-11-03 | $17.66 | $1,341,285.07 |
| 1997-12-01 | $17.11 | $1,300,612.89 |
| 1998-01-02 | $16.56 | $1,259,256.97 |
| 1998-02-02 | $16.64 | $1,266,660.50 |
| 1998-03-02 | $18.52 | $1,410,773.50 |
| 1998-04-01 | $20.36 | $1,551,425.66 |
| 1998-05-01 | $21.20 | $1,616,591.54 |
| 1998-06-01 | $20.17 | $1,539,415.70 |
| 1998-07-01 | $22.83 | $1,743,212.10 |
| 1998-08-03 | $22.62 | $1,728,338.28 |
| 1998-09-01 | $16.59 | $1,268,737.73 |
| 1998-10-01 | $12.31 | $942,438.18 |
| 1998-11-02 | $17.24 | $1,320,360.70 |
| 1998-12-01 | $18.95 | $1,452,812.41 |
| 1999-01-04 | $22.04 | $1,690,385.30 |
| 1999-02-01 | $23.55 | $1,807,506.43 |
| 1999-03-01 | $24.76 | $1,901,161.16 |
| 1999-04-01 | $24.46 | $1,879,252.82 |
| 1999-05-03 | $25.50 | $1,960,158.00 |
| 1999-06-01 | $22.23 | $1,709,476.10 |
| 1999-07-01 | $26.61 | $2,047,555.38 |
| 1999-08-02 | $24.23 | $1,865,392.15 |
| 1999-09-01 | $25.61 | $1,972,921.18 |
| 1999-10-01 | $22.93 | $1,767,461.49 |
| 1999-11-01 | $26.02 | $2,006,274.41 |
| 1999-12-01 | $24.10 | $1,859,092.82 |
| 2000-01-03 | $22.69 | $1,751,617.04 |
| 2000-02-01 | $26.23 | $2,025,396.48 |
| 2000-03-01 | $25.68 | $1,984,076.13 |
| 2000-04-03 | $28.97 | $2,239,134.83 |
| 2000-05-01 | $23.21 | $1,795,568.03 |
| 2000-06-01 | $24.28 | $1,878,738.65 |
| 2000-07-03 | $22.61 | $1,751,066.73 |
| 2000-08-01 | $24.55 | $1,901,631.06 |
| 2000-09-01 | $26.77 | $2,075,298.29 |
| 2000-10-02 | $22.58 | $1,751,528.43 |
| 2000-11-01 | $21.87 | $1,697,305.50 |
| 2000-12-01 | $17.86 | $1,387,171.50 |
| 2001-01-02 | $21.06 | $1,636,793.62 |
| 2001-02-01 | $26.93 | $2,093,831.94 |
| 2001-03-01 | $22.24 | $1,729,677.11 |
| 2001-04-02 | $21.51 | $1,674,033.59 |
| 2001-05-01 | $23.69 | $1,845,123.01 |
| 2001-06-01 | $23.77 | $1,852,181.43 |
| 2001-07-02 | $22.27 | $1,736,117.58 |
| 2001-08-01 | $21.31 | $1,662,264.52 |
| 2001-09-04 | $19.51 | $1,523,023.38 |
| 2001-10-01 | $16.66 | $1,301,095.48 |
| 2001-11-01 | $17.98 | $1,405,286.84 |
| 2001-12-03 | $18.08 | $1,414,407.40 |
| 2002-01-02 | $18.15 | $1,420,949.64 |
| 2002-02-01 | $16.06 | $1,258,160.23 |
| 2002-03-01 | $14.81 | $1,161,354.66 |
| 2002-04-01 | $17.78 | $1,395,329.90 |
| 2002-05-01 | $17.90 | $1,405,544.38 |
| 2002-06-03 | $17.48 | $1,373,286.81 |
| 2002-07-01 | $15.81 | $1,243,534.93 |
| 2002-08-01 | $12.75 | $1,004,006.20 |
| 2002-09-03 | $12.62 | $994,171.46 |
| 2002-10-01 | $10.06 | $793,927.15 |
| 2002-11-01 | $11.16 | $881,686.48 |
| 2002-12-02 | $13.08 | $1,034,277.05 |
| 2003-01-02 | $13.38 | $1,059,291.89 |
| 2003-02-03 | $12.41 | $982,843.63 |
| 2003-03-03 | $12.02 | $953,416.43 |
| 2003-04-01 | $12.75 | $1,011,996.54 |
| 2003-05-01 | $15.62 | $1,241,320.46 |
| 2003-06-02 | $18.10 | $1,439,033.40 |
| 2003-07-01 | $18.44 | $1,466,918.14 |
| 2003-08-01 | $17.98 | $1,431,470.30 |
| 2003-09-02 | $18.70 | $1,489,969.45 |
| 2003-10-01 | $19.07 | $1,520,167.70 |
| 2003-11-03 | $19.98 | $1,593,618.48 |
| 2003-12-01 | $19.41 | $1,549,036.58 |
| 2004-01-02 | $20.11 | $1,606,600.93 |
| 2004-02-02 | $21.43 | $1,712,455.79 |
| 2004-03-01 | $22.81 | $1,824,078.27 |
| 2004-04-01 | $23.21 | $1,857,141.04 |
| 2004-05-03 | $20.96 | $1,678,274.74 |
| 2004-06-01 | $20.40 | $1,634,502.83 |
| 2004-07-01 | $21.32 | $1,709,031.05 |
| 2004-08-02 | $20.90 | $1,676,002.95 |
| 2004-09-01 | $21.93 | $1,759,884.98 |
| 2004-10-01 | $22.53 | $1,809,297.45 |
| 2004-11-01 | $21.69 | $1,742,448.73 |
| 2004-12-01 | $21.57 | $1,733,492.10 |
| 2005-01-03 | $22.06 | $1,773,890.23 |
| 2005-02-01 | $21.31 | $1,715,013.24 |
| 2005-03-01 | $21.08 | $1,697,263.02 |
| 2005-04-01 | $19.46 | $1,568,302.37 |
| 2005-05-02 | $20.42 | $1,646,075.55 |
| 2005-06-01 | $20.53 | $1,655,867.92 |
| 2005-07-01 | $20.32 | $1,640,233.91 |
| 2005-08-01 | $20.46 | $1,652,462.01 |
| 2005-09-01 | $19.74 | $1,595,415.89 |
| 2005-10-03 | $19.78 | $1,599,226.22 |
| 2005-11-01 | $21.57 | $1,745,567.29 |
| 2005-12-01 | $22.58 | $1,828,042.46 |
| 2006-01-03 | $23.53 | $1,905,823.20 |
| 2006-02-01 | $23.55 | $1,908,258.37 |
| 2006-03-01 | $24.58 | $1,992,996.16 |
| 2006-04-03 | $24.76 | $2,008,358.54 |
| 2006-05-01 | $26.65 | $2,163,401.03 |
| 2006-06-01 | $25.94 | $2,106,427.24 |
| 2006-07-03 | $25.73 | $2,090,020.61 |
| 2006-08-01 | $27.31 | $2,219,726.20 |
| 2006-09-01 | $27.44 | $2,231,457.76 |
| 2006-10-02 | $28.13 | $2,288,085.10 |
| 2006-11-01 | $28.36 | $2,308,445.51 |
| 2006-12-01 | $27.81 | $2,264,190.23 |
| 2007-01-03 | $29.26 | $2,383,333.03 |
| 2007-02-01 | $31.17 | $2,540,017.74 |
| 2007-03-01 | $29.95 | $2,441,321.75 |
| 2007-04-02 | $29.36 | $2,394,687.17 |
| 2007-05-01 | $32.04 | $2,613,657.51 |
| 2007-06-01 | $31.81 | $2,596,652.49 |
| 2007-07-02 | $30.13 | $2,460,065.49 |
| 2007-08-01 | $27.42 | $2,239,624.11 |
| 2007-09-04 | $27.99 | $2,287,051.33 |
| 2007-10-01 | $28.92 | $2,364,286.92 |
| 2007-11-01 | $27.60 | $2,257,705.16 |
| 2007-12-03 | $28.16 | $2,304,042.51 |
| 2008-01-02 | $26.49 | $2,168,988.87 |
| 2008-02-01 | $30.31 | $2,482,710.11 |
| 2008-03-03 | $25.02 | $2,049,942.99 |
| 2008-04-01 | $29.53 | $2,420,571.17 |
| 2008-05-01 | $31.19 | $2,558,123.79 |
| 2008-06-02 | $26.70 | $2,190,338.97 |
| 2008-07-01 | $21.79 | $1,788,659.93 |
| 2008-08-01 | $26.11 | $2,144,026.49 |
| 2008-09-02 | $24.97 | $2,051,921.83 |
| 2008-10-01 | $31.79 | $2,612,873.63 |
| 2008-11-03 | $26.29 | $2,161,858.91 |
| 2008-12-01 | $16.86 | $1,387,392.27 |
| 2009-01-02 | $20.48 | $1,686,502.76 |
| 2009-02-02 | $16.46 | $1,356,658.00 |
| 2009-03-02 | $13.82 | $1,140,161.87 |
| 2009-04-01 | $18.38 | $1,517,264.68 |
| 2009-05-01 | $21.26 | $1,755,928.14 |
| 2009-06-01 | $23.63 | $1,952,571.21 |
| 2009-07-01 | $22.13 | $1,829,722.23 |
| 2009-08-03 | $25.95 | $2,146,602.72 |
| 2009-09-01 | $27.31 | $2,259,809.67 |
| 2009-10-01 | $27.11 | $2,244,541.47 |
| 2009-11-02 | $27.94 | $2,313,985.66 |
| 2009-12-01 | $27.71 | $2,295,421.59 |
| 2010-01-04 | $28.15 | $2,333,472.14 |
| 2010-02-01 | $26.04 | $2,159,121.90 |
| 2010-03-01 | $27.48 | $2,279,981.67 |
| 2010-04-01 | $29.72 | $2,466,331.08 |
| 2010-05-03 | $28.63 | $2,377,259.65 |
| 2010-06-01 | $25.35 | $2,105,745.84 |
| 2010-07-01 | $23.76 | $1,975,031.90 |
| 2010-08-02 | $27.43 | $2,280,388.22 |
| 2010-09-01 | $24.86 | $2,067,807.41 |
| 2010-10-01 | $25.56 | $2,127,434.41 |
| 2010-11-01 | $24.68 | $2,054,885.30 |
| 2010-12-01 | $25.16 | $2,095,972.12 |
| 2011-01-03 | $28.74 | $2,395,298.27 |
| 2011-02-01 | $30.32 | $2,528,361.08 |
| 2011-03-01 | $30.11 | $2,511,194.79 |
| 2011-04-01 | $30.60 | $2,553,497.04 |
| 2011-05-02 | $29.99 | $2,503,538.73 |
| 2011-06-01 | $27.72 | $2,315,027.35 |
| 2011-07-01 | $27.77 | $2,320,211.45 |
| 2011-08-01 | $27.01 | $2,257,596.93 |
| 2011-09-01 | $24.24 | $2,027,479.33 |
| 2011-10-03 | $19.14 | $1,601,200.51 |
| 2011-11-01 | $22.04 | $1,845,199.57 |
| 2011-12-01 | $20.52 | $1,719,275.15 |
| 2012-01-03 | $23.57 | $1,975,399.96 |
| 2012-02-01 | $25.52 | $2,139,642.49 |
| 2012-03-01 | $27.40 | $2,298,270.76 |
| 2012-04-02 | $31.31 | $2,627,188.32 |
| 2012-05-01 | $29.91 | $2,511,246.13 |
| 2012-06-01 | $21.81 | $1,832,104.58 |
| 2012-07-02 | $24.78 | $2,082,702.04 |
| 2012-08-01 | $24.80 | $2,084,860.34 |
| 2012-09-04 | $25.49 | $2,144,352.76 |
| 2012-10-01 | $28.22 | $2,374,794.47 |
| 2012-11-01 | $29.72 | $2,502,527.64 |
| 2012-12-03 | $28.32 | $2,384,941.91 |
| 2013-01-02 | $31.20 | $2,628,866.84 |
| 2013-02-01 | $33.43 | $2,817,643.02 |
| 2013-03-01 | $34.17 | $2,881,062.24 |
| 2013-04-01 | $33.41 | $2,818,444.13 |
| 2013-05-01 | $33.75 | $2,847,739.46 |
| 2013-06-03 | $38.31 | $3,233,104.38 |
| 2013-07-01 | $36.90 | $3,115,436.60 |
| 2013-08-01 | $40.04 | $3,381,286.76 |
| 2013-09-03 | $36.21 | $3,058,750.64 |
| 2013-10-01 | $36.79 | $3,109,403.38 |
| 2013-11-01 | $37.46 | $3,166,466.12 |
| 2013-12-02 | $40.65 | $3,437,017.30 |
| 2014-01-02 | $41.79 | $3,535,174.74 |
| 2014-02-03 | $38.99 | $3,299,322.53 |
| 2014-03-03 | $40.36 | $3,415,747.83 |
| 2014-04-01 | $43.56 | $3,687,770.68 |
| 2014-05-01 | $40.26 | $3,409,237.72 |
| 2014-06-02 | $39.99 | $3,387,598.81 |
| 2014-07-01 | $41.89 | $3,549,100.73 |
| 2014-08-01 | $41.09 | $3,482,904.70 |
| 2014-09-02 | $43.41 | $3,680,619.10 |
| 2014-10-01 | $43.49 | $3,687,786.46 |
| 2014-11-03 | $44.59 | $3,782,581.62 |
| 2014-12-01 | $43.95 | $3,728,905.41 |
| 2015-01-02 | $46.07 | $3,909,637.36 |
| 2015-02-02 | $40.89 | $3,471,438.85 |
| 2015-03-02 | $45.54 | $3,866,705.77 |
| 2015-04-01 | $44.49 | $3,778,719.98 |
| 2015-05-01 | $47.20 | $4,010,413.30 |
| 2015-06-01 | $49.04 | $4,167,139.91 |
| 2015-07-01 | $50.84 | $4,321,690.47 |
| 2015-08-03 | $51.19 | $4,351,894.95 |
| 2015-09-01 | $45.90 | $3,903,289.88 |
| 2015-10-01 | $45.88 | $3,902,384.33 |
| 2015-11-02 | $49.31 | $4,195,199.86 |
| 2015-12-01 | $50.86 | $4,328,699.79 |
| 2016-01-04 | $48.18 | $4,101,565.71 |
| 2016-02-01 | $44.58 | $3,795,690.66 |
| 2016-03-01 | $44.84 | $3,818,615.22 |
| 2016-04-01 | $45.34 | $3,862,832.56 |
| 2016-05-02 | $48.67 | $4,147,223.75 |
| 2016-06-01 | $50.12 | $4,271,750.34 |
| 2016-07-01 | $47.10 | $4,015,682.95 |
| 2016-08-01 | $49.06 | $4,183,184.04 |
| 2016-09-01 | $51.68 | $4,407,769.04 |
| 2016-10-03 | $51.14 | $4,362,861.75 |
| 2016-11-01 | $53.42 | $4,558,118.75 |
| 2016-12-01 | $63.35 | $5,406,371.31 |
| 2017-01-03 | $67.56 | $5,766,960.62 |
| 2017-02-01 | $66.16 | $5,648,297.61 |
| 2017-03-01 | $72.90 | $6,224,434.43 |
| 2017-04-03 | $68.16 | $5,821,112.47 |
| 2017-05-01 | $68.19 | $5,824,787.85 |
| 2017-06-01 | $65.06 | $5,558,166.63 |
| 2017-07-03 | $73.05 | $6,241,735.98 |
| 2017-08-01 | $73.27 | $6,261,579.45 |
| 2017-09-01 | $72.22 | $6,173,061.10 |
| 2017-10-02 | $76.27 | $6,520,074.16 |
| 2017-11-01 | $79.95 | $6,835,492.61 |
| 2017-12-01 | $83.01 | $7,098,616.55 |
| 2018-01-02 | $85.52 | $7,313,680.63 |
| 2018-02-01 | $93.06 | $7,960,262.98 |
| 2018-03-01 | $90.33 | $7,726,956.51 |
| 2018-04-02 | $85.88 | $7,347,843.44 |
| 2018-05-01 | $87.06 | $7,449,785.69 |
| 2018-06-01 | $86.76 | $7,424,760.23 |
| 2018-07-02 | $84.10 | $7,198,360.53 |
| 2018-08-01 | $93.07 | $7,967,184.81 |
| 2018-09-04 | $92.66 | $7,933,053.24 |
| 2018-10-01 | $91.33 | $7,820,380.50 |
| 2018-11-01 | $88.31 | $7,562,527.66 |
| 2018-12-03 | $90.95 | $7,789,750.36 |
| 2019-01-02 | $80.47 | $6,893,374.85 |
| 2019-02-01 | $84.86 | $7,270,147.53 |
| 2019-03-01 | $85.31 | $7,309,638.63 |
| 2019-04-01 | $85.48 | $7,325,338.63 |
| 2019-05-01 | $94.80 | $8,124,480.59 |
| 2019-06-03 | $87.63 | $7,511,698.73 |
| 2019-07-01 | $93.58 | $8,022,134.82 |
| 2019-08-01 | $93.63 | $8,027,338.40 |
| 2019-09-03 | $90.00 | $7,717,026.57 |
| 2019-10-01 | $95.79 | $8,214,912.23 |
| 2019-11-01 | $106.79 | $9,159,597.88 |
| 2019-12-02 | $109.86 | $9,423,632.87 |
| 2020-01-02 | $117.90 | $10,114,182.43 |
| 2020-02-03 | $112.16 | $9,623,145.30 |
| 2020-03-02 | $102.20 | $8,769,123.65 |
| 2020-04-01 | $70.95 | $6,088,584.68 |
| 2020-05-01 | $79.24 | $6,801,146.16 |
| 2020-06-01 | $83.78 | $7,192,345.93 |
| 2020-07-01 | $79.25 | $6,803,822.16 |
| 2020-08-03 | $82.46 | $7,080,334.19 |
| 2020-09-01 | $85.92 | $7,378,987.82 |
| 2020-10-01 | $83.20 | $7,146,400.15 |
| 2020-11-02 | $86.81 | $7,457,684.92 |
| 2020-12-01 | $103.69 | $8,908,560.78 |
| 2021-01-04 | $109.00 | $9,365,628.79 |
| 2021-02-01 | $113.06 | $9,715,112.57 |
| 2021-03-01 | $131.27 | $11,281,081.54 |
| 2021-04-01 | $134.07 | $11,522,697.27 |
| 2021-05-03 | $134.55 | $11,565,170.34 |
| 2021-06-01 | $145.68 | $12,523,148.54 |
| 2021-07-01 | $137.81 | $11,847,651.60 |
| 2021-08-02 | $133.39 | $11,468,595.97 |
| 2021-09-01 | $140.94 | $12,118,247.47 |
| 2021-10-01 | $147.48 | $12,681,457.98 |
| 2021-11-01 | $150.74 | $12,962,687.92 |
| 2021-12-01 | $140.16 | $12,054,467.94 |
| 2022-01-03 | $143.54 | $12,346,350.14 |
| 2022-02-01 | $134.98 | $11,610,999.23 |
| 2022-03-01 | $121.86 | $10,482,777.05 |
| 2022-04-01 | $120.84 | $10,396,198.86 |
| 2022-05-02 | $108.36 | $9,324,064.72 |
| 2022-06-01 | $116.88 | $10,057,367.18 |
| 2022-07-01 | $102.61 | $8,830,519.06 |
| 2022-08-01 | $103.66 | $8,922,128.46 |
| 2022-09-01 | $103.93 | $8,946,564.46 |
| 2022-10-03 | $97.78 | $8,417,848.62 |
| 2022-11-01 | $117.35 | $10,104,022.84 |
| 2022-12-01 | $124.76 | $10,742,882.13 |
| 2023-01-03 | $123.74 | $10,655,566.96 |
| 2023-02-01 | $128.77 | $11,090,382.91 |
| 2023-03-01 | $131.50 | $11,326,555.35 |
| 2023-04-03 | $120.07 | $10,343,087.37 |
| 2023-05-01 | $131.28 | $11,309,431.59 |
| 2023-06-01 | $127.91 | $11,020,485.26 |
| 2023-07-03 | $136.31 | $11,744,811.05 |
| 2023-08-01 | $147.14 | $12,679,041.72 |
| 2023-09-01 | $137.44 | $11,844,344.38 |
| 2023-10-02 | $134.59 | $11,599,292.59 |
| 2023-11-01 | $131.03 | $11,293,323.03 |
| 2023-12-01 | $147.91 | $12,749,270.26 |
| 2024-01-02 | $162.28 | $13,989,108.60 |
| 2024-02-01 | $164.84 | $14,211,333.66 |
| 2024-03-01 | $175.81 | $15,157,952.40 |
| 2024-04-01 | $188.77 | $16,275,614.84 |
| 2024-05-01 | $183.11 | $15,788,945.64 |
| 2024-06-03 | $192.61 | $16,609,596.30 |
| 2024-07-01 | $196.08 | $16,909,341.64 |
| 2024-08-01 | $199.57 | $17,211,766.67 |
| 2024-09-03 | $211.42 | $18,234,085.07 |
| 2024-10-01 | $198.69 | $17,137,561.53 |
| 2024-11-01 | $215.26 | $18,567,755.29 |
| 2024-12-02 | $237.77 | $20,510,149.89 |
| 2025-01-02 | $231.73 | $19,990,586.35 |
| 2025-02-03 | $258.95 | $22,339,478.34 |
| 2025-03-03 | $252.94 | $21,822,203.31 |
| 2025-04-01 | $236.48 | $20,403,111.16 |
| 2025-05-01 | $241.09 | $20,801,917.64 |
| 2025-06-02 | $258.45 | $22,300,140.78 |
| 2025-07-01 | $283.59 | $24,470,826.82 |
| 2025-08-01 | $283.94 | $24,501,662.38 |
| 2025-09-02 | $294.07 | $25,377,330.31 |
| 2025-10-01 | $304.88 | $26,310,609.69 |
| 2025-11-03 | $305.02 | $26,323,800.79 |
| 2025-12-01 | $304.59 | $26,288,212.94 |
| 2026-01-02 | $320.92 | $27,698,420.33 |
| 2026-02-02 | $305.20 | $26,342,066.30 |
| 2026-03-02 | $294.72 | $25,438,611.28 |
| 2026-04-01 | $292.56 | $25,253,241.02 |
| 2026-05-01 | $311.07 | $26,852,051.57 |
| 2026-06-01 | $295.25 | $25,487,545.81 |
| 2026-07-01 | $332.57 | $28,710,371.10 |
| 2026-08-03 | $352.64 | $30,443,826.01 |
| 2026-09-01 | $354.95 | $30,644,250.81 |