BackAlpha
Backtest: Dollar Cost Averaging PEP (PepsiCo, Inc.)
This analysis evaluates a dollar-cost-averaging strategy over the past 54 years, providing a historical perspective on PEP's performance from 1972-06-01 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)
1972-06-01 - $1,000.00
2026-09-20 - $56,774,196.76
Over 54 years, portfolio value grew from $1,000.00 to $56,774,196.76.
| Total Invested | $652,000.00 |
| Final Portfolio Value | $56,774,196.76 |
| Total Gain | 8,607.70% |
| Annualized Return | 12.30% |
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 54-year period, investing $1,000 monthly in PEP resulted in a total gain of 8,607.70%, with an annualized return of 12.30%.
Drawdown and Risk
The maximum drawdown recorded during this period was 42.15%. This drawdown began after a peak asset of $21,254.11 on 1974-07-01, and reached its lowest point on 1974-09-30 when the asset fell to $12,295.35. The drawdown lasted for 91 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
📈 1974-07-01 - $21,254.11
📉 1974-09-30 - $12,295.35
Max drawdown: 42.15% over 91 days.
The drawdown was moderate and aligns with the type of volatility observed in many broad market assets over extended periods. The maximum drawdown lasted over three months, often seen in deeper corrections or extended periods of market stress.
The Calmar Ratio — annualized return divided by maximum drawdown — was 0.29, reflecting the tradeoff between return and volatility.
This level is typical for diversified investments that face substantial drawdowns alongside steady long-term returns.
Monthly Investment Breakdown
| Date | Price | Portfolio Value |
|---|---|---|
| 1972-06-01 | $0.37 | $1,000.00 |
| 1972-07-03 | $0.36 | $1,971.02 |
| 1972-08-01 | $0.38 | $3,076.93 |
| 1972-09-01 | $0.37 | $4,037.79 |
| 1972-10-02 | $0.35 | $4,811.21 |
| 1972-11-01 | $0.36 | $5,899.22 |
| 1972-12-01 | $0.37 | $7,155.33 |
| 1973-01-02 | $0.38 | $8,237.69 |
| 1973-02-01 | $0.35 | $8,757.26 |
| 1973-03-01 | $0.36 | $9,810.17 |
| 1973-04-02 | $0.35 | $10,753.43 |
| 1973-05-01 | $0.36 | $11,883.76 |
| 1973-06-01 | $0.36 | $12,794.81 |
| 1973-07-02 | $0.35 | $13,565.58 |
| 1973-08-01 | $0.37 | $15,255.36 |
| 1973-09-04 | $0.35 | $15,571.08 |
| 1973-10-01 | $0.38 | $17,698.71 |
| 1973-11-01 | $0.37 | $18,342.73 |
| 1973-12-03 | $0.28 | $15,147.03 |
| 1974-01-02 | $0.30 | $17,055.38 |
| 1974-02-01 | $0.28 | $17,041.28 |
| 1974-03-01 | $0.28 | $17,584.22 |
| 1974-04-01 | $0.26 | $17,520.01 |
| 1974-05-01 | $0.26 | $18,667.53 |
| 1974-06-03 | $0.25 | $18,514.48 |
| 1974-07-01 | $0.27 | $21,254.11 |
| 1974-08-01 | $0.22 | $18,168.44 |
| 1974-09-03 | $0.18 | $16,492.55 |
| 1974-10-01 | $0.14 | $13,789.13 |
| 1974-11-01 | $0.19 | $19,261.27 |
| 1974-12-02 | $0.17 | $18,183.53 |
| 1975-01-02 | $0.19 | $21,576.83 |
| 1975-02-03 | $0.23 | $26,414.12 |
| 1975-03-03 | $0.24 | $28,983.27 |
| 1975-04-01 | $0.27 | $33,377.81 |
| 1975-05-01 | $0.30 | $37,961.55 |
| 1975-06-02 | $0.30 | $40,044.14 |
| 1975-07-01 | $0.30 | $40,880.40 |
| 1975-08-01 | $0.27 | $37,533.03 |
| 1975-09-02 | $0.27 | $38,219.59 |
| 1975-10-01 | $0.26 | $38,344.72 |
| 1975-11-03 | $0.32 | $47,163.39 |
| 1975-12-01 | $0.32 | $49,353.08 |
| 1976-01-02 | $0.32 | $50,198.52 |
| 1976-02-02 | $0.34 | $54,580.72 |
| 1976-03-01 | $0.32 | $52,135.39 |
| 1976-04-01 | $0.34 | $56,490.40 |
| 1976-05-03 | $0.34 | $56,638.79 |
| 1976-06-01 | $0.34 | $57,638.79 |
| 1976-07-01 | $0.35 | $59,921.86 |
| 1976-08-02 | $0.38 | $66,141.19 |
| 1976-09-01 | $0.39 | $70,504.30 |
| 1976-10-01 | $0.40 | $71,920.24 |
| 1976-11-01 | $0.39 | $70,916.59 |
| 1976-12-01 | $0.38 | $70,419.13 |
| 1977-01-03 | $0.37 | $70,867.26 |
| 1977-02-01 | $0.34 | $65,112.79 |
| 1977-03-01 | $0.36 | $69,261.56 |
| 1977-04-01 | $0.34 | $67,005.47 |
| 1977-05-02 | $0.33 | $67,071.53 |
| 1977-06-01 | $0.33 | $67,123.59 |
| 1977-07-01 | $0.32 | $66,504.18 |
| 1977-08-01 | $0.35 | $72,676.68 |
| 1977-09-01 | $0.37 | $78,172.23 |
| 1977-10-03 | $0.37 | $79,401.61 |
| 1977-11-01 | $0.36 | $77,690.38 |
| 1977-12-01 | $0.38 | $83,791.25 |
| 1978-01-03 | $0.40 | $89,506.85 |
| 1978-02-01 | $0.37 | $84,431.76 |
| 1978-03-01 | $0.36 | $82,562.67 |
| 1978-04-03 | $0.38 | $88,499.07 |
| 1978-05-01 | $0.43 | $100,508.52 |
| 1978-06-01 | $0.45 | $105,357.72 |
| 1978-07-03 | $0.43 | $102,429.38 |
| 1978-08-01 | $0.46 | $109,583.93 |
| 1978-09-01 | $0.47 | $114,583.81 |
| 1978-10-02 | $0.44 | $107,914.83 |
| 1978-11-01 | $0.41 | $100,718.87 |
| 1978-12-01 | $0.40 | $99,419.30 |
| 1979-01-02 | $0.39 | $97,605.59 |
| 1979-02-01 | $0.37 | $95,288.79 |
| 1979-03-01 | $0.36 | $91,979.26 |
| 1979-04-02 | $0.38 | $98,844.86 |
| 1979-05-01 | $0.37 | $96,879.50 |
| 1979-06-01 | $0.35 | $93,385.06 |
| 1979-07-02 | $0.38 | $101,172.30 |
| 1979-08-01 | $0.40 | $107,334.22 |
| 1979-09-04 | $0.43 | $116,670.84 |
| 1979-10-01 | $0.43 | $118,350.41 |
| 1979-11-01 | $0.37 | $101,678.20 |
| 1979-12-03 | $0.39 | $110,790.79 |
| 1980-01-02 | $0.38 | $109,185.49 |
| 1980-02-01 | $0.39 | $110,742.60 |
| 1980-03-03 | $0.33 | $94,878.13 |
| 1980-04-01 | $0.37 | $108,162.52 |
| 1980-05-01 | $0.38 | $110,907.06 |
| 1980-06-02 | $0.41 | $121,296.05 |
| 1980-07-01 | $0.39 | $116,648.50 |
| 1980-08-01 | $0.44 | $133,967.22 |
| 1980-09-02 | $0.43 | $130,704.56 |
| 1980-10-01 | $0.41 | $126,516.06 |
| 1980-11-03 | $0.41 | $126,263.38 |
| 1980-12-01 | $0.41 | $127,894.67 |
| 1981-01-02 | $0.46 | $142,818.80 |
| 1981-02-02 | $0.49 | $156,153.07 |
| 1981-03-02 | $0.55 | $173,487.06 |
| 1981-04-01 | $0.56 | $180,194.77 |
| 1981-05-01 | $0.55 | $177,857.95 |
| 1981-06-01 | $0.58 | $187,583.03 |
| 1981-07-01 | $0.59 | $191,213.47 |
| 1981-08-03 | $0.58 | $189,472.11 |
| 1981-09-01 | $0.56 | $182,204.17 |
| 1981-10-01 | $0.55 | $181,069.72 |
| 1981-11-02 | $0.63 | $209,547.42 |
| 1981-12-01 | $0.67 | $221,874.30 |
| 1982-01-04 | $0.63 | $210,699.48 |
| 1982-02-01 | $0.64 | $214,585.82 |
| 1982-03-01 | $0.58 | $195,287.07 |
| 1982-04-01 | $0.64 | $218,441.69 |
| 1982-05-03 | $0.67 | $229,067.87 |
| 1982-06-01 | $0.67 | $227,836.97 |
| 1982-07-01 | $0.68 | $233,606.85 |
| 1982-08-02 | $0.69 | $237,640.72 |
| 1982-09-01 | $0.75 | $259,205.86 |
| 1982-10-01 | $0.81 | $282,739.48 |
| 1982-11-01 | $0.76 | $264,373.61 |
| 1982-12-01 | $0.75 | $262,263.43 |
| 1983-01-03 | $0.62 | $218,553.72 |
| 1983-02-01 | $0.61 | $215,594.46 |
| 1983-03-01 | $0.67 | $236,483.46 |
| 1983-04-04 | $0.66 | $235,185.59 |
| 1983-05-02 | $0.70 | $251,594.25 |
| 1983-06-01 | $0.65 | $235,495.72 |
| 1983-07-01 | $0.66 | $239,110.87 |
| 1983-08-01 | $0.63 | $227,657.12 |
| 1983-09-01 | $0.63 | $229,491.18 |
| 1983-10-03 | $0.63 | $228,999.31 |
| 1983-11-01 | $0.68 | $250,430.48 |
| 1983-12-01 | $0.69 | $253,139.90 |
| 1984-01-03 | $0.71 | $263,054.24 |
| 1984-02-01 | $0.68 | $254,472.89 |
| 1984-03-01 | $0.70 | $260,719.95 |
| 1984-04-02 | $0.72 | $270,768.44 |
| 1984-05-01 | $0.78 | $294,035.68 |
| 1984-06-01 | $0.79 | $297,716.99 |
| 1984-07-02 | $0.80 | $303,572.36 |
| 1984-08-01 | $0.85 | $323,659.24 |
| 1984-09-04 | $0.82 | $312,806.86 |
| 1984-10-01 | $0.84 | $320,633.67 |
| 1984-11-01 | $0.87 | $332,753.82 |
| 1984-12-03 | $0.81 | $311,446.16 |
| 1985-01-02 | $0.82 | $317,534.02 |
| 1985-02-01 | $0.84 | $324,204.25 |
| 1985-03-01 | $0.95 | $368,810.51 |
| 1985-04-01 | $1.07 | $414,263.02 |
| 1985-05-01 | $1.05 | $409,496.03 |
| 1985-06-03 | $1.16 | $453,854.30 |
| 1985-07-01 | $1.19 | $467,001.31 |
| 1985-08-01 | $1.16 | $454,352.12 |
| 1985-09-03 | $1.18 | $462,191.68 |
| 1985-10-01 | $1.22 | $482,498.84 |
| 1985-11-01 | $1.28 | $506,239.10 |
| 1985-12-02 | $1.37 | $540,922.44 |
| 1986-01-02 | $1.45 | $576,347.93 |
| 1986-02-03 | $1.45 | $576,347.42 |
| 1986-03-03 | $1.57 | $623,455.16 |
| 1986-04-01 | $1.70 | $677,428.86 |
| 1986-05-01 | $1.81 | $719,883.87 |
| 1986-06-02 | $2.05 | $818,083.82 |
| 1986-07-01 | $2.13 | $850,350.72 |
| 1986-08-01 | $1.91 | $762,645.39 |
| 1986-09-02 | $1.90 | $760,582.15 |
| 1986-10-01 | $1.62 | $651,778.38 |
| 1986-11-03 | $1.70 | $683,668.32 |
| 1986-12-01 | $1.68 | $675,387.15 |
| 1987-01-02 | $1.63 | $655,445.05 |
| 1987-02-02 | $1.95 | $787,534.42 |
| 1987-03-02 | $2.05 | $829,161.17 |
| 1987-04-01 | $2.08 | $843,398.70 |
| 1987-05-01 | $1.98 | $803,487.38 |
| 1987-06-01 | $2.15 | $873,807.71 |
| 1987-07-01 | $2.22 | $901,201.18 |
| 1987-08-03 | $2.38 | $965,666.05 |
| 1987-09-01 | $2.47 | $1,004,784.12 |
| 1987-10-01 | $2.52 | $1,026,179.97 |
| 1987-11-02 | $2.15 | $876,929.19 |
| 1987-12-01 | $1.97 | $804,318.54 |
| 1988-01-04 | $2.19 | $896,770.93 |
| 1988-02-01 | $2.08 | $849,384.10 |
| 1988-03-01 | $2.24 | $918,206.07 |
| 1988-04-04 | $2.18 | $894,401.17 |
| 1988-05-02 | $2.23 | $914,915.09 |
| 1988-06-01 | $2.37 | $974,521.99 |
| 1988-07-01 | $2.35 | $967,917.15 |
| 1988-08-01 | $2.31 | $952,512.45 |
| 1988-09-01 | $2.26 | $930,520.73 |
| 1988-10-03 | $2.50 | $1,032,999.87 |
| 1988-11-01 | $2.64 | $1,090,285.44 |
| 1988-12-01 | $2.50 | $1,031,634.71 |
| 1989-01-03 | $2.55 | $1,054,950.40 |
| 1989-02-01 | $2.60 | $1,075,981.55 |
| 1989-03-01 | $2.60 | $1,076,981.55 |
| 1989-04-03 | $2.91 | $1,207,973.55 |
| 1989-05-01 | $3.13 | $1,299,823.38 |
| 1989-06-01 | $3.53 | $1,465,826.64 |
| 1989-07-03 | $3.46 | $1,439,669.92 |
| 1989-08-01 | $3.94 | $1,640,530.49 |
| 1989-09-01 | $3.83 | $1,594,047.45 |
| 1989-10-02 | $3.89 | $1,618,890.42 |
| 1989-11-01 | $4.03 | $1,677,829.76 |
| 1989-12-01 | $4.21 | $1,757,264.00 |
| 1990-01-02 | $4.22 | $1,761,690.16 |
| 1990-02-01 | $3.83 | $1,598,174.06 |
| 1990-03-01 | $3.79 | $1,585,455.32 |
| 1990-04-02 | $4.15 | $1,734,777.53 |
| 1990-05-01 | $4.34 | $1,815,101.12 |
| 1990-06-01 | $4.95 | $2,071,456.76 |
| 1990-07-02 | $5.16 | $2,160,500.70 |
| 1990-08-01 | $5.11 | $2,140,692.92 |
| 1990-09-04 | $4.94 | $2,068,834.83 |
| 1990-10-01 | $4.91 | $2,060,635.00 |
| 1990-11-01 | $4.82 | $2,019,795.88 |
| 1990-12-03 | $5.19 | $2,177,773.83 |
| 1991-01-02 | $5.16 | $2,165,965.47 |
| 1991-02-01 | $5.41 | $2,272,108.81 |
| 1991-03-01 | $6.61 | $2,778,022.77 |
| 1991-04-01 | $6.83 | $2,871,904.43 |
| 1991-05-01 | $6.61 | $2,777,876.80 |
| 1991-06-03 | $6.20 | $2,609,880.41 |
| 1991-07-01 | $5.88 | $2,472,598.65 |
| 1991-08-01 | $6.41 | $2,696,450.18 |
| 1991-09-03 | $6.35 | $2,676,218.88 |
| 1991-10-01 | $5.87 | $2,475,013.84 |
| 1991-11-01 | $5.82 | $2,454,676.62 |
| 1991-12-02 | $6.20 | $2,615,765.03 |
| 1992-01-02 | $6.89 | $2,905,880.12 |
| 1992-02-03 | $6.81 | $2,874,712.98 |
| 1992-03-02 | $6.61 | $2,789,898.33 |
| 1992-04-01 | $7.09 | $2,995,361.51 |
| 1992-05-01 | $7.40 | $3,125,658.88 |
| 1992-06-01 | $7.35 | $3,105,102.42 |
| 1992-07-01 | $7.22 | $3,052,549.00 |
| 1992-08-03 | $7.66 | $3,237,567.36 |
| 1992-09-01 | $7.63 | $3,227,739.58 |
| 1992-10-01 | $8.04 | $3,402,848.15 |
| 1992-11-02 | $8.28 | $3,501,692.44 |
| 1992-12-01 | $8.38 | $3,546,193.81 |
| 1993-01-04 | $8.48 | $3,590,971.45 |
| 1993-02-01 | $8.71 | $3,690,204.23 |
| 1993-03-01 | $8.09 | $3,429,178.35 |
| 1993-04-01 | $8.84 | $3,747,735.16 |
| 1993-05-03 | $7.65 | $3,244,655.15 |
| 1993-06-01 | $7.50 | $3,179,886.12 |
| 1993-07-01 | $7.61 | $3,228,124.08 |
| 1993-08-02 | $7.79 | $3,306,244.56 |
| 1993-09-01 | $8.21 | $3,483,579.97 |
| 1993-10-01 | $8.09 | $3,432,512.86 |
| 1993-11-01 | $8.11 | $3,444,584.84 |
| 1993-12-01 | $8.35 | $3,545,268.83 |
| 1994-01-03 | $8.51 | $3,616,168.46 |
| 1994-02-01 | $8.30 | $3,528,154.39 |
| 1994-03-01 | $8.20 | $3,484,635.95 |
| 1994-04-04 | $7.63 | $3,243,227.61 |
| 1994-05-02 | $7.94 | $3,378,431.04 |
| 1994-06-01 | $7.63 | $3,245,187.88 |
| 1994-07-01 | $6.45 | $2,745,156.08 |
| 1994-08-01 | $6.53 | $2,779,905.78 |
| 1994-09-01 | $7.11 | $3,028,511.26 |
| 1994-10-03 | $7.15 | $3,045,810.78 |
| 1994-11-01 | $7.55 | $3,216,651.00 |
| 1994-12-01 | $7.47 | $3,183,671.25 |
| 1995-01-03 | $7.69 | $3,280,435.75 |
| 1995-02-01 | $7.93 | $3,383,948.14 |
| 1995-03-01 | $8.28 | $3,533,067.06 |
| 1995-04-03 | $8.51 | $3,630,650.98 |
| 1995-05-01 | $9.02 | $3,849,261.37 |
| 1995-06-01 | $10.33 | $4,411,614.08 |
| 1995-07-03 | $9.73 | $4,155,472.77 |
| 1995-08-01 | $10.02 | $4,283,093.13 |
| 1995-09-01 | $9.81 | $4,191,983.09 |
| 1995-10-02 | $11.04 | $4,720,113.13 |
| 1995-11-01 | $11.39 | $4,871,510.97 |
| 1995-12-01 | $11.94 | $5,103,935.05 |
| 1996-01-02 | $12.11 | $5,180,862.11 |
| 1996-02-01 | $13.06 | $5,588,425.36 |
| 1996-03-01 | $13.93 | $5,961,214.02 |
| 1996-04-01 | $13.95 | $5,968,475.66 |
| 1996-05-01 | $13.95 | $5,969,475.66 |
| 1996-06-03 | $14.60 | $6,250,295.58 |
| 1996-07-01 | $15.58 | $6,670,749.91 |
| 1996-08-01 | $14.05 | $6,016,380.19 |
| 1996-09-03 | $12.52 | $5,361,895.80 |
| 1996-10-01 | $12.46 | $5,337,509.31 |
| 1996-11-01 | $13.17 | $5,644,183.12 |
| 1996-12-02 | $13.17 | $5,645,183.12 |
| 1997-01-02 | $13.00 | $5,573,545.07 |
| 1997-02-03 | $15.04 | $6,448,363.78 |
| 1997-03-03 | $14.71 | $6,307,641.38 |
| 1997-04-01 | $14.10 | $6,046,542.04 |
| 1997-05-01 | $15.43 | $6,616,630.10 |
| 1997-06-02 | $16.70 | $7,163,089.66 |
| 1997-07-01 | $16.98 | $7,283,155.32 |
| 1997-08-01 | $16.89 | $7,248,456.90 |
| 1997-09-02 | $16.34 | $7,011,412.22 |
| 1997-10-01 | $17.90 | $7,680,150.22 |
| 1997-11-03 | $18.08 | $7,761,611.49 |
| 1997-12-01 | $18.23 | $7,827,508.32 |
| 1998-01-02 | $17.48 | $7,504,217.71 |
| 1998-02-02 | $17.72 | $7,609,437.74 |
| 1998-03-02 | $17.96 | $7,714,682.95 |
| 1998-04-01 | $21.25 | $9,125,445.26 |
| 1998-05-01 | $19.18 | $8,237,435.16 |
| 1998-06-01 | $20.21 | $8,682,994.59 |
| 1998-07-01 | $20.52 | $8,815,893.67 |
| 1998-08-03 | $19.24 | $8,265,897.80 |
| 1998-09-01 | $15.82 | $6,797,408.10 |
| 1998-10-01 | $14.53 | $6,246,642.77 |
| 1998-11-02 | $17.57 | $7,552,322.41 |
| 1998-12-01 | $20.08 | $8,634,107.67 |
| 1999-01-04 | $20.03 | $8,610,847.72 |
| 1999-02-01 | $18.77 | $8,069,545.18 |
| 1999-03-01 | $18.70 | $8,044,082.90 |
| 1999-04-01 | $19.08 | $8,205,134.68 |
| 1999-05-03 | $18.49 | $7,953,875.05 |
| 1999-06-01 | $17.96 | $7,729,137.87 |
| 1999-07-01 | $18.75 | $8,066,090.91 |
| 1999-08-02 | $19.12 | $8,227,081.73 |
| 1999-09-01 | $16.79 | $7,228,030.64 |
| 1999-10-01 | $15.62 | $6,722,532.64 |
| 1999-11-01 | $16.71 | $7,192,234.07 |
| 1999-12-01 | $17.16 | $7,390,788.20 |
| 2000-01-03 | $18.42 | $7,933,146.62 |
| 2000-02-01 | $16.99 | $7,315,624.97 |
| 2000-03-01 | $16.27 | $7,007,326.39 |
| 2000-04-03 | $18.13 | $7,809,385.92 |
| 2000-05-01 | $18.57 | $7,999,539.51 |
| 2000-06-01 | $20.10 | $8,662,664.37 |
| 2000-07-03 | $21.65 | $9,330,696.06 |
| 2000-08-01 | $23.10 | $9,955,550.38 |
| 2000-09-01 | $21.30 | $9,183,433.06 |
| 2000-10-02 | $23.93 | $10,316,968.71 |
| 2000-11-01 | $24.25 | $10,454,079.03 |
| 2000-12-01 | $21.41 | $9,229,993.63 |
| 2001-01-02 | $25.02 | $10,789,894.15 |
| 2001-02-01 | $22.13 | $9,544,181.58 |
| 2001-03-01 | $23.21 | $10,012,880.43 |
| 2001-04-02 | $22.39 | $9,658,710.30 |
| 2001-05-01 | $22.70 | $9,791,268.41 |
| 2001-06-01 | $22.78 | $9,827,353.33 |
| 2001-07-02 | $23.04 | $9,943,309.53 |
| 2001-08-01 | $22.28 | $9,614,258.18 |
| 2001-09-04 | $24.12 | $10,409,660.47 |
| 2001-10-01 | $25.03 | $10,804,704.24 |
| 2001-11-01 | $24.80 | $10,706,360.12 |
| 2001-12-03 | $24.95 | $10,771,392.24 |
| 2002-01-02 | $25.22 | $10,886,655.89 |
| 2002-02-01 | $25.71 | $11,102,509.01 |
| 2002-03-01 | $26.29 | $11,353,827.77 |
| 2002-04-01 | $26.46 | $11,427,583.85 |
| 2002-05-01 | $27.23 | $11,759,661.76 |
| 2002-06-03 | $26.32 | $11,367,334.51 |
| 2002-07-01 | $25.30 | $10,926,616.88 |
| 2002-08-01 | $21.93 | $9,474,303.86 |
| 2002-09-03 | $19.83 | $8,565,770.72 |
| 2002-10-01 | $19.53 | $8,439,190.45 |
| 2002-11-01 | $22.95 | $9,917,610.26 |
| 2002-12-02 | $21.87 | $9,450,713.05 |
| 2003-01-02 | $22.41 | $9,684,839.79 |
| 2003-02-03 | $21.18 | $9,155,532.30 |
| 2003-03-03 | $19.81 | $8,565,493.41 |
| 2003-04-01 | $20.87 | $9,022,678.29 |
| 2003-05-01 | $22.84 | $9,876,750.12 |
| 2003-06-02 | $23.02 | $9,954,490.17 |
| 2003-07-01 | $23.25 | $10,057,209.01 |
| 2003-08-01 | $23.76 | $10,275,712.88 |
| 2003-09-02 | $23.54 | $10,183,810.34 |
| 2003-10-01 | $24.54 | $10,617,236.31 |
| 2003-11-03 | $25.14 | $10,877,528.35 |
| 2003-12-01 | $25.61 | $11,080,974.53 |
| 2004-01-02 | $24.51 | $10,605,920.93 |
| 2004-02-02 | $25.29 | $10,944,780.64 |
| 2004-03-01 | $27.51 | $11,909,214.03 |
| 2004-04-01 | $28.65 | $12,402,186.13 |
| 2004-05-03 | $29.03 | $12,568,084.23 |
| 2004-06-01 | $28.29 | $12,246,119.35 |
| 2004-07-01 | $28.45 | $12,319,303.58 |
| 2004-08-02 | $27.14 | $11,752,067.91 |
| 2004-09-01 | $26.43 | $11,444,772.25 |
| 2004-10-01 | $26.73 | $11,576,152.79 |
| 2004-11-01 | $26.31 | $11,396,853.47 |
| 2004-12-01 | $27.12 | $11,749,240.11 |
| 2005-01-03 | $27.85 | $12,064,131.98 |
| 2005-02-01 | $28.89 | $12,515,733.24 |
| 2005-03-01 | $28.99 | $12,558,543.66 |
| 2005-04-01 | $28.41 | $12,310,127.21 |
| 2005-05-02 | $30.11 | $13,046,092.24 |
| 2005-06-01 | $30.60 | $13,259,435.68 |
| 2005-07-01 | $28.95 | $12,546,364.44 |
| 2005-08-01 | $29.54 | $12,805,287.66 |
| 2005-09-01 | $29.73 | $12,886,012.63 |
| 2005-10-03 | $30.72 | $13,315,562.03 |
| 2005-11-01 | $31.83 | $13,799,603.74 |
| 2005-12-01 | $32.54 | $14,106,950.90 |
| 2006-01-03 | $32.62 | $14,145,973.59 |
| 2006-02-01 | $31.26 | $13,557,560.37 |
| 2006-03-01 | $32.35 | $14,027,287.64 |
| 2006-04-03 | $31.72 | $13,756,686.60 |
| 2006-05-01 | $31.89 | $13,833,781.22 |
| 2006-06-01 | $33.50 | $14,531,583.45 |
| 2006-07-03 | $33.21 | $14,406,594.17 |
| 2006-08-01 | $34.81 | $15,100,791.82 |
| 2006-09-01 | $36.04 | $15,637,265.12 |
| 2006-10-02 | $35.61 | $15,451,161.61 |
| 2006-11-01 | $35.07 | $15,216,786.60 |
| 2006-12-01 | $34.30 | $14,883,897.98 |
| 2007-01-03 | $34.88 | $15,138,233.05 |
| 2007-02-01 | $36.36 | $15,781,254.71 |
| 2007-03-01 | $35.28 | $15,311,573.22 |
| 2007-04-02 | $35.42 | $15,375,828.67 |
| 2007-05-01 | $37.11 | $16,106,938.07 |
| 2007-06-01 | $38.39 | $16,665,851.03 |
| 2007-07-02 | $36.70 | $15,930,386.37 |
| 2007-08-01 | $37.33 | $16,207,063.34 |
| 2007-09-04 | $38.56 | $16,739,920.22 |
| 2007-10-01 | $41.82 | $18,157,683.97 |
| 2007-11-01 | $40.90 | $17,761,226.69 |
| 2007-12-03 | $43.27 | $18,790,270.48 |
| 2008-01-02 | $42.75 | $18,565,563.37 |
| 2008-02-01 | $39.08 | $16,973,613.51 |
| 2008-03-03 | $39.84 | $17,305,067.11 |
| 2008-04-01 | $41.18 | $17,885,182.56 |
| 2008-05-01 | $39.10 | $16,986,097.26 |
| 2008-06-02 | $38.56 | $16,751,521.25 |
| 2008-07-01 | $37.00 | $16,073,235.72 |
| 2008-08-01 | $38.28 | $16,630,816.06 |
| 2008-09-02 | $39.91 | $17,338,182.19 |
| 2008-10-01 | $41.41 | $17,993,427.38 |
| 2008-11-03 | $33.22 | $14,435,426.56 |
| 2008-12-01 | $31.01 | $13,474,399.85 |
| 2009-01-02 | $32.61 | $14,171,301.42 |
| 2009-02-02 | $29.21 | $12,693,647.44 |
| 2009-03-02 | $27.29 | $11,864,099.57 |
| 2009-04-01 | $30.69 | $13,341,956.05 |
| 2009-05-01 | $29.26 | $12,722,098.97 |
| 2009-06-01 | $31.23 | $13,576,526.78 |
| 2009-07-01 | $33.49 | $14,562,129.67 |
| 2009-08-03 | $33.30 | $14,480,678.64 |
| 2009-09-01 | $33.33 | $14,494,555.29 |
| 2009-10-01 | $34.92 | $15,186,515.45 |
| 2009-11-02 | $36.20 | $15,743,438.13 |
| 2009-12-01 | $38.15 | $16,593,960.25 |
| 2010-01-04 | $36.84 | $16,024,560.68 |
| 2010-02-01 | $36.52 | $15,884,258.55 |
| 2010-03-01 | $38.16 | $16,599,660.79 |
| 2010-04-01 | $40.40 | $17,575,146.62 |
| 2010-05-03 | $39.80 | $17,315,203.40 |
| 2010-06-01 | $38.02 | $16,543,883.90 |
| 2010-07-01 | $37.56 | $16,342,998.58 |
| 2010-08-02 | $39.85 | $17,340,199.82 |
| 2010-09-01 | $39.92 | $17,370,155.94 |
| 2010-10-01 | $41.21 | $17,935,963.84 |
| 2010-11-01 | $40.32 | $17,548,804.33 |
| 2010-12-01 | $40.67 | $17,702,694.88 |
| 2011-01-03 | $40.75 | $17,736,056.25 |
| 2011-02-01 | $40.31 | $17,548,235.27 |
| 2011-03-01 | $39.17 | $17,052,860.15 |
| 2011-04-01 | $40.73 | $17,730,755.99 |
| 2011-05-02 | $43.28 | $18,843,667.94 |
| 2011-06-01 | $44.21 | $19,250,498.81 |
| 2011-07-01 | $44.15 | $19,224,114.27 |
| 2011-08-01 | $40.17 | $17,491,408.74 |
| 2011-09-01 | $40.68 | $17,713,218.24 |
| 2011-10-03 | $38.23 | $16,648,387.99 |
| 2011-11-01 | $39.46 | $17,185,088.66 |
| 2011-12-01 | $40.97 | $17,844,094.10 |
| 2012-01-03 | $42.45 | $18,488,251.57 |
| 2012-02-01 | $42.43 | $18,483,675.47 |
| 2012-03-01 | $40.31 | $17,561,033.13 |
| 2012-04-02 | $43.01 | $18,738,380.40 |
| 2012-05-01 | $42.85 | $18,669,182.44 |
| 2012-06-01 | $43.85 | $19,104,825.89 |
| 2012-07-02 | $45.96 | $20,025,552.89 |
| 2012-08-01 | $47.03 | $20,490,690.92 |
| 2012-09-04 | $47.08 | $20,514,322.69 |
| 2012-10-01 | $46.23 | $20,146,913.53 |
| 2012-11-01 | $45.44 | $19,802,866.46 |
| 2012-12-03 | $45.72 | $19,926,496.17 |
| 2013-01-02 | $45.72 | $19,926,651.64 |
| 2013-02-01 | $47.92 | $20,887,621.80 |
| 2013-03-01 | $50.43 | $21,981,748.80 |
| 2013-04-01 | $52.54 | $22,900,455.93 |
| 2013-05-01 | $54.60 | $23,801,838.65 |
| 2013-06-03 | $54.06 | $23,568,330.89 |
| 2013-07-01 | $54.87 | $23,921,065.05 |
| 2013-08-01 | $56.32 | $24,551,885.36 |
| 2013-09-03 | $53.64 | $23,386,519.65 |
| 2013-10-01 | $53.77 | $23,442,729.12 |
| 2013-11-01 | $56.96 | $24,835,840.10 |
| 2013-12-02 | $56.38 | $24,584,256.96 |
| 2014-01-02 | $55.68 | $24,279,864.10 |
| 2014-02-03 | $53.29 | $23,236,926.15 |
| 2014-03-03 | $53.93 | $23,518,886.56 |
| 2014-04-01 | $56.61 | $24,687,068.29 |
| 2014-05-01 | $58.44 | $25,489,327.54 |
| 2014-06-02 | $60.02 | $26,175,446.41 |
| 2014-07-01 | $61.33 | $26,750,384.83 |
| 2014-08-01 | $60.63 | $26,445,258.59 |
| 2014-09-02 | $63.64 | $27,757,860.41 |
| 2014-10-01 | $64.21 | $28,008,257.47 |
| 2014-11-03 | $66.41 | $28,970,569.65 |
| 2014-12-01 | $69.07 | $30,132,448.00 |
| 2015-01-02 | $65.88 | $28,739,822.56 |
| 2015-02-02 | $66.50 | $29,011,658.56 |
| 2015-03-02 | $69.06 | $30,129,550.66 |
| 2015-04-01 | $66.78 | $29,134,514.52 |
| 2015-05-01 | $67.11 | $29,279,522.65 |
| 2015-06-01 | $67.40 | $29,406,144.17 |
| 2015-07-01 | $66.87 | $29,176,375.26 |
| 2015-08-03 | $68.94 | $30,081,820.14 |
| 2015-09-01 | $64.61 | $28,193,621.84 |
| 2015-10-01 | $66.91 | $29,197,281.43 |
| 2015-11-02 | $72.29 | $31,547,135.10 |
| 2015-12-01 | $72.05 | $31,442,354.95 |
| 2016-01-04 | $70.91 | $30,946,138.10 |
| 2016-02-01 | $71.09 | $31,028,605.13 |
| 2016-03-01 | $71.14 | $31,048,408.38 |
| 2016-04-01 | $75.04 | $32,751,302.32 |
| 2016-05-02 | $74.78 | $32,641,853.34 |
| 2016-06-01 | $73.99 | $32,296,207.82 |
| 2016-07-01 | $76.95 | $33,588,163.10 |
| 2016-08-01 | $79.35 | $34,638,510.96 |
| 2016-09-01 | $78.71 | $34,359,312.22 |
| 2016-10-03 | $79.41 | $34,667,762.47 |
| 2016-11-01 | $78.28 | $34,175,556.93 |
| 2016-12-01 | $73.19 | $31,951,551.46 |
| 2017-01-03 | $77.34 | $33,765,812.11 |
| 2017-02-01 | $76.13 | $33,237,648.55 |
| 2017-03-01 | $81.65 | $35,650,158.22 |
| 2017-04-03 | $83.24 | $36,343,172.09 |
| 2017-05-01 | $83.55 | $36,480,626.61 |
| 2017-06-01 | $87.83 | $38,351,530.84 |
| 2017-07-03 | $86.49 | $37,766,930.64 |
| 2017-08-01 | $86.85 | $37,924,971.00 |
| 2017-09-01 | $87.40 | $38,165,007.52 |
| 2017-10-02 | $82.33 | $35,952,024.92 |
| 2017-11-01 | $83.09 | $36,285,778.40 |
| 2017-12-01 | $88.72 | $38,744,764.05 |
| 2018-01-02 | $89.69 | $39,170,441.78 |
| 2018-02-01 | $91.39 | $39,914,639.30 |
| 2018-03-01 | $82.75 | $36,139,525.15 |
| 2018-04-02 | $81.93 | $35,782,876.79 |
| 2018-05-01 | $75.87 | $33,136,509.17 |
| 2018-06-01 | $77.43 | $33,820,090.66 |
| 2018-07-02 | $84.60 | $36,951,782.17 |
| 2018-08-01 | $87.75 | $38,329,229.71 |
| 2018-09-04 | $85.73 | $37,449,681.55 |
| 2018-10-01 | $86.22 | $37,661,801.19 |
| 2018-11-01 | $86.84 | $37,934,946.40 |
| 2018-12-03 | $92.66 | $40,477,185.13 |
| 2019-01-02 | $85.78 | $37,473,436.23 |
| 2019-02-01 | $88.06 | $38,472,302.91 |
| 2019-03-01 | $91.93 | $40,164,616.69 |
| 2019-04-01 | $96.54 | $42,177,654.39 |
| 2019-05-01 | $100.68 | $43,990,218.91 |
| 2019-06-03 | $102.06 | $44,592,785.23 |
| 2019-07-01 | $105.11 | $45,926,765.80 |
| 2019-08-01 | $101.34 | $44,280,429.01 |
| 2019-09-03 | $109.57 | $47,875,703.47 |
| 2019-10-01 | $110.25 | $48,175,976.19 |
| 2019-11-01 | $109.90 | $48,022,671.17 |
| 2019-12-02 | $109.06 | $47,655,429.71 |
| 2020-01-02 | $109.77 | $47,969,029.95 |
| 2020-02-03 | $115.18 | $50,332,808.97 |
| 2020-03-02 | $111.19 | $48,592,591.56 |
| 2020-04-01 | $96.11 | $42,002,114.83 |
| 2020-05-01 | $105.89 | $46,277,288.82 |
| 2020-06-01 | $108.21 | $47,291,736.51 |
| 2020-07-01 | $108.53 | $47,434,040.61 |
| 2020-08-03 | $112.09 | $48,990,372.20 |
| 2020-09-01 | $114.13 | $49,883,736.72 |
| 2020-10-01 | $116.29 | $50,824,579.07 |
| 2020-11-02 | $111.62 | $48,786,114.98 |
| 2020-12-01 | $120.64 | $52,728,979.92 |
| 2021-01-04 | $120.00 | $52,451,229.19 |
| 2021-02-01 | $113.94 | $49,801,854.15 |
| 2021-03-01 | $108.65 | $47,490,540.82 |
| 2021-04-01 | $118.45 | $51,777,452.51 |
| 2021-05-03 | $122.23 | $53,431,293.55 |
| 2021-06-01 | $123.78 | $54,106,652.38 |
| 2021-07-01 | $125.16 | $54,713,370.90 |
| 2021-08-02 | $132.02 | $57,712,162.07 |
| 2021-09-01 | $133.36 | $58,300,178.31 |
| 2021-10-01 | $128.36 | $56,113,552.58 |
| 2021-11-01 | $137.12 | $59,947,151.67 |
| 2021-12-01 | $136.19 | $59,539,234.30 |
| 2022-01-03 | $148.08 | $64,740,576.42 |
| 2022-02-01 | $147.54 | $64,502,041.85 |
| 2022-03-01 | $138.92 | $60,734,124.75 |
| 2022-04-01 | $146.28 | $63,956,359.62 |
| 2022-05-02 | $144.56 | $63,203,884.24 |
| 2022-06-01 | $143.47 | $62,726,411.82 |
| 2022-07-01 | $146.98 | $64,263,878.49 |
| 2022-08-01 | $153.54 | $67,133,028.02 |
| 2022-09-01 | $150.99 | $66,019,232.98 |
| 2022-10-03 | $144.35 | $63,117,464.01 |
| 2022-11-01 | $157.90 | $69,042,520.35 |
| 2022-12-01 | $163.40 | $71,449,693.10 |
| 2023-01-03 | $157.70 | $68,956,308.19 |
| 2023-02-01 | $150.80 | $65,940,133.76 |
| 2023-03-01 | $150.60 | $65,852,752.49 |
| 2023-04-03 | $161.50 | $70,621,082.28 |
| 2023-05-01 | $169.62 | $74,174,411.65 |
| 2023-06-01 | $162.35 | $70,995,578.13 |
| 2023-07-03 | $165.39 | $72,325,388.68 |
| 2023-08-01 | $166.48 | $72,801,796.91 |
| 2023-09-01 | $157.33 | $68,802,008.82 |
| 2023-10-02 | $151.81 | $66,389,519.50 |
| 2023-11-01 | $147.95 | $64,703,016.08 |
| 2023-12-01 | $152.53 | $66,707,986.98 |
| 2024-01-02 | $156.35 | $68,377,769.89 |
| 2024-02-01 | $155.25 | $67,900,256.56 |
| 2024-03-01 | $149.96 | $65,586,266.99 |
| 2024-04-01 | $157.60 | $68,930,534.08 |
| 2024-05-01 | $159.58 | $69,796,253.24 |
| 2024-06-03 | $156.01 | $68,235,161.19 |
| 2024-07-01 | $149.58 | $65,424,494.46 |
| 2024-08-01 | $160.67 | $70,273,407.21 |
| 2024-09-03 | $163.03 | $71,310,659.95 |
| 2024-10-01 | $158.58 | $69,361,622.61 |
| 2024-11-01 | $153.22 | $67,019,257.67 |
| 2024-12-02 | $150.87 | $65,992,249.53 |
| 2025-01-02 | $140.17 | $61,314,087.67 |
| 2025-02-03 | $140.23 | $61,339,583.26 |
| 2025-03-03 | $145.56 | $63,675,458.10 |
| 2025-04-01 | $140.90 | $61,636,791.30 |
| 2025-05-01 | $125.73 | $54,999,293.34 |
| 2025-06-02 | $123.24 | $53,913,080.87 |
| 2025-07-01 | $128.73 | $56,316,764.97 |
| 2025-08-01 | $132.56 | $57,991,526.25 |
| 2025-09-02 | $143.03 | $62,572,562.71 |
| 2025-10-01 | $137.57 | $60,183,683.13 |
| 2025-11-03 | $138.01 | $60,378,094.30 |
| 2025-12-01 | $143.69 | $62,864,014.67 |
| 2026-01-02 | $138.03 | $60,388,940.24 |
| 2026-02-02 | $150.62 | $65,896,824.33 |
| 2026-03-02 | $162.34 | $71,026,910.69 |
| 2026-04-01 | $151.42 | $66,251,877.13 |
| 2026-05-01 | $154.12 | $67,435,256.93 |
| 2026-06-01 | $138.57 | $60,628,906.59 |
| 2026-07-01 | $139.67 | $61,111,935.87 |
| 2026-08-03 | $138.15 | $60,450,559.56 |
| 2026-09-01 | $138.31 | $60,520,822.79 |
Want to test other tickers with this strategy? Try another ticker.