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 2026-03-22.
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 54 years, portfolio value grew from $1,000.00 to $64,275,983.77.
| Total Invested | $646,000.00 |
| Final Portfolio Value | $64,275,983.77 |
| Total Gain | 9,849.84% |
| Annualized Return | 12.76% |
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 9,849.84%, with an annualized return of 12.76%.
Drawdown and Risk
The maximum drawdown recorded during this period was 42.15%. This drawdown began after a peak asset of $21,254.10 on 1974-07-01, and reached its lowest point on 1974-09-30 when the asset fell to $12,295.34. 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
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 0.30, reflecting the tradeoff between return and volatility.
A moderate return-to-risk profile. The strategy handled risk reasonably well while delivering decent 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 | $0.38 | $4,037.79 |
| 1972-10-02 | $0.36 | $4,811.21 |
| 1972-11-01 | $0.36 | $5,899.22 |
| 1972-12-01 | $0.38 | $7,155.33 |
| 1973-01-02 | $0.38 | $8,237.69 |
| 1973-02-01 | $0.36 | $8,757.25 |
| 1973-03-01 | $0.36 | $9,810.16 |
| 1973-04-02 | $0.36 | $10,753.42 |
| 1973-05-01 | $0.37 | $11,883.76 |
| 1973-06-01 | $0.36 | $12,794.82 |
| 1973-07-02 | $0.36 | $13,565.59 |
| 1973-08-01 | $0.37 | $15,255.36 |
| 1973-09-04 | $0.36 | $15,571.09 |
| 1973-10-01 | $0.38 | $17,698.73 |
| 1973-11-01 | $0.38 | $18,342.72 |
| 1973-12-03 | $0.29 | $15,147.02 |
| 1974-01-02 | $0.31 | $17,055.39 |
| 1974-02-01 | $0.29 | $17,041.26 |
| 1974-03-01 | $0.28 | $17,584.24 |
| 1974-04-01 | $0.26 | $17,520.01 |
| 1974-05-01 | $0.27 | $18,667.54 |
| 1974-06-03 | $0.25 | $18,514.49 |
| 1974-07-01 | $0.27 | $21,254.10 |
| 1974-08-01 | $0.22 | $18,168.45 |
| 1974-09-03 | $0.19 | $16,492.55 |
| 1974-10-01 | $0.15 | $13,789.13 |
| 1974-11-01 | $0.19 | $19,261.28 |
| 1974-12-02 | $0.17 | $18,183.53 |
| 1975-01-02 | $0.20 | $21,576.83 |
| 1975-02-03 | $0.23 | $26,414.12 |
| 1975-03-03 | $0.24 | $28,983.28 |
| 1975-04-01 | $0.27 | $33,377.82 |
| 1975-05-01 | $0.30 | $37,961.53 |
| 1975-06-02 | $0.31 | $40,044.08 |
| 1975-07-01 | $0.31 | $40,880.40 |
| 1975-08-01 | $0.28 | $37,533.04 |
| 1975-09-02 | $0.27 | $38,219.61 |
| 1975-10-01 | $0.27 | $38,344.70 |
| 1975-11-03 | $0.32 | $47,163.37 |
| 1975-12-01 | $0.33 | $49,353.08 |
| 1976-01-02 | $0.33 | $50,198.53 |
| 1976-02-02 | $0.35 | $54,580.71 |
| 1976-03-01 | $0.33 | $52,135.41 |
| 1976-04-01 | $0.35 | $56,490.41 |
| 1976-05-03 | $0.35 | $56,638.76 |
| 1976-06-01 | $0.35 | $57,638.76 |
| 1976-07-01 | $0.35 | $59,921.83 |
| 1976-08-02 | $0.38 | $66,141.21 |
| 1976-09-01 | $0.40 | $70,504.32 |
| 1976-10-01 | $0.41 | $71,920.29 |
| 1976-11-01 | $0.39 | $70,916.60 |
| 1976-12-01 | $0.39 | $70,419.16 |
| 1977-01-03 | $0.38 | $70,867.25 |
| 1977-02-01 | $0.35 | $65,112.77 |
| 1977-03-01 | $0.36 | $69,261.55 |
| 1977-04-01 | $0.35 | $67,005.48 |
| 1977-05-02 | $0.34 | $67,071.54 |
| 1977-06-01 | $0.34 | $67,123.61 |
| 1977-07-01 | $0.33 | $66,504.23 |
| 1977-08-01 | $0.35 | $72,676.66 |
| 1977-09-01 | $0.38 | $78,172.22 |
| 1977-10-03 | $0.38 | $79,401.65 |
| 1977-11-01 | $0.36 | $77,690.37 |
| 1977-12-01 | $0.39 | $83,791.29 |
| 1978-01-03 | $0.41 | $89,506.85 |
| 1978-02-01 | $0.38 | $84,431.71 |
| 1978-03-01 | $0.37 | $82,562.68 |
| 1978-04-03 | $0.39 | $88,499.07 |
| 1978-05-01 | $0.44 | $100,508.45 |
| 1978-06-01 | $0.46 | $105,357.68 |
| 1978-07-03 | $0.44 | $102,429.33 |
| 1978-08-01 | $0.47 | $109,583.88 |
| 1978-09-01 | $0.48 | $114,583.85 |
| 1978-10-02 | $0.45 | $107,914.82 |
| 1978-11-01 | $0.42 | $100,718.80 |
| 1978-12-01 | $0.41 | $99,419.24 |
| 1979-01-02 | $0.40 | $97,605.57 |
| 1979-02-01 | $0.38 | $95,288.78 |
| 1979-03-01 | $0.36 | $91,979.31 |
| 1979-04-02 | $0.39 | $98,844.87 |
| 1979-05-01 | $0.38 | $96,879.48 |
| 1979-06-01 | $0.36 | $93,385.14 |
| 1979-07-02 | $0.38 | $101,172.28 |
| 1979-08-01 | $0.40 | $107,334.10 |
| 1979-09-04 | $0.44 | $116,670.78 |
| 1979-10-01 | $0.44 | $118,350.44 |
| 1979-11-01 | $0.37 | $101,678.18 |
| 1979-12-03 | $0.40 | $110,790.83 |
| 1980-01-02 | $0.39 | $109,185.46 |
| 1980-02-01 | $0.40 | $110,742.62 |
| 1980-03-03 | $0.34 | $94,878.26 |
| 1980-04-01 | $0.38 | $108,162.55 |
| 1980-05-01 | $0.38 | $110,907.09 |
| 1980-06-02 | $0.42 | $121,296.07 |
| 1980-07-01 | $0.40 | $116,648.44 |
| 1980-08-01 | $0.45 | $133,967.15 |
| 1980-09-02 | $0.44 | $130,704.60 |
| 1980-10-01 | $0.42 | $126,516.01 |
| 1980-11-03 | $0.42 | $126,263.39 |
| 1980-12-01 | $0.42 | $127,894.73 |
| 1981-01-02 | $0.46 | $142,818.84 |
| 1981-02-02 | $0.51 | $156,153.07 |
| 1981-03-02 | $0.56 | $173,487.02 |
| 1981-04-01 | $0.58 | $180,194.83 |
| 1981-05-01 | $0.57 | $177,857.95 |
| 1981-06-01 | $0.59 | $187,583.04 |
| 1981-07-01 | $0.60 | $191,213.51 |
| 1981-08-03 | $0.59 | $189,472.05 |
| 1981-09-01 | $0.57 | $182,204.22 |
| 1981-10-01 | $0.56 | $181,069.74 |
| 1981-11-02 | $0.65 | $209,547.37 |
| 1981-12-01 | $0.68 | $221,874.17 |
| 1982-01-04 | $0.64 | $210,699.37 |
| 1982-02-01 | $0.65 | $214,585.76 |
| 1982-03-01 | $0.59 | $195,287.06 |
| 1982-04-01 | $0.66 | $218,441.61 |
| 1982-05-03 | $0.69 | $229,067.89 |
| 1982-06-01 | $0.68 | $227,836.86 |
| 1982-07-01 | $0.69 | $233,606.83 |
| 1982-08-02 | $0.70 | $237,640.84 |
| 1982-09-01 | $0.76 | $259,205.65 |
| 1982-10-01 | $0.83 | $282,739.45 |
| 1982-11-01 | $0.77 | $264,373.69 |
| 1982-12-01 | $0.76 | $262,263.35 |
| 1983-01-03 | $0.63 | $218,553.87 |
| 1983-02-01 | $0.62 | $215,594.26 |
| 1983-03-01 | $0.68 | $236,483.38 |
| 1983-04-04 | $0.67 | $235,185.63 |
| 1983-05-02 | $0.72 | $251,594.35 |
| 1983-06-01 | $0.67 | $235,495.66 |
| 1983-07-01 | $0.68 | $239,110.90 |
| 1983-08-01 | $0.64 | $227,657.16 |
| 1983-09-01 | $0.64 | $229,491.09 |
| 1983-10-03 | $0.64 | $228,999.43 |
| 1983-11-01 | $0.70 | $250,430.56 |
| 1983-12-01 | $0.70 | $253,139.98 |
| 1984-01-03 | $0.73 | $263,054.36 |
| 1984-02-01 | $0.70 | $254,472.84 |
| 1984-03-01 | $0.71 | $260,719.74 |
| 1984-04-02 | $0.74 | $270,768.51 |
| 1984-05-01 | $0.80 | $294,035.48 |
| 1984-06-01 | $0.81 | $297,716.91 |
| 1984-07-02 | $0.82 | $303,572.16 |
| 1984-08-01 | $0.87 | $323,659.19 |
| 1984-09-04 | $0.84 | $312,807.02 |
| 1984-10-01 | $0.86 | $320,633.66 |
| 1984-11-01 | $0.89 | $332,753.87 |
| 1984-12-03 | $0.83 | $311,446.03 |
| 1985-01-02 | $0.84 | $317,534.14 |
| 1985-02-01 | $0.86 | $324,204.30 |
| 1985-03-01 | $0.97 | $368,810.77 |
| 1985-04-01 | $1.09 | $414,262.94 |
| 1985-05-01 | $1.07 | $409,496.05 |
| 1985-06-03 | $1.19 | $453,853.95 |
| 1985-07-01 | $1.22 | $467,001.50 |
| 1985-08-01 | $1.18 | $454,351.88 |
| 1985-09-03 | $1.20 | $462,191.51 |
| 1985-10-01 | $1.25 | $482,498.52 |
| 1985-11-01 | $1.31 | $506,239.32 |
| 1985-12-02 | $1.40 | $540,922.23 |
| 1986-01-02 | $1.49 | $576,348.10 |
| 1986-02-03 | $1.48 | $576,347.57 |
| 1986-03-03 | $1.60 | $623,455.45 |
| 1986-04-01 | $1.74 | $677,428.95 |
| 1986-05-01 | $1.84 | $719,883.58 |
| 1986-06-02 | $2.09 | $818,083.38 |
| 1986-07-01 | $2.17 | $850,350.99 |
| 1986-08-01 | $1.95 | $762,645.23 |
| 1986-09-02 | $1.94 | $760,582.37 |
| 1986-10-01 | $1.66 | $651,778.00 |
| 1986-11-03 | $1.74 | $683,667.84 |
| 1986-12-01 | $1.71 | $675,387.49 |
| 1987-01-02 | $1.66 | $655,444.88 |
| 1987-02-02 | $1.99 | $787,534.19 |
| 1987-03-02 | $2.10 | $829,161.04 |
| 1987-04-01 | $2.13 | $843,398.96 |
| 1987-05-01 | $2.03 | $803,488.06 |
| 1987-06-01 | $2.20 | $873,807.68 |
| 1987-07-01 | $2.27 | $901,200.71 |
| 1987-08-03 | $2.43 | $965,665.68 |
| 1987-09-01 | $2.52 | $1,004,784.18 |
| 1987-10-01 | $2.57 | $1,026,180.46 |
| 1987-11-02 | $2.20 | $876,928.47 |
| 1987-12-01 | $2.01 | $804,317.88 |
| 1988-01-04 | $2.24 | $896,770.61 |
| 1988-02-01 | $2.12 | $849,384.21 |
| 1988-03-01 | $2.29 | $918,205.68 |
| 1988-04-04 | $2.23 | $894,400.95 |
| 1988-05-02 | $2.28 | $914,914.78 |
| 1988-06-01 | $2.42 | $974,521.47 |
| 1988-07-01 | $2.40 | $967,917.36 |
| 1988-08-01 | $2.36 | $952,511.97 |
| 1988-09-01 | $2.31 | $930,520.38 |
| 1988-10-03 | $2.56 | $1,033,000.39 |
| 1988-11-01 | $2.70 | $1,090,285.34 |
| 1988-12-01 | $2.55 | $1,031,634.69 |
| 1989-01-03 | $2.60 | $1,054,950.82 |
| 1989-02-01 | $2.65 | $1,075,980.69 |
| 1989-03-01 | $2.65 | $1,076,980.69 |
| 1989-04-03 | $2.97 | $1,207,973.37 |
| 1989-05-01 | $3.20 | $1,299,823.70 |
| 1989-06-01 | $3.60 | $1,465,826.93 |
| 1989-07-03 | $3.54 | $1,439,669.50 |
| 1989-08-01 | $4.03 | $1,640,528.92 |
| 1989-09-01 | $3.91 | $1,594,046.39 |
| 1989-10-02 | $3.97 | $1,618,890.07 |
| 1989-11-01 | $4.11 | $1,677,828.65 |
| 1989-12-01 | $4.30 | $1,757,263.59 |
| 1990-01-02 | $4.31 | $1,761,688.15 |
| 1990-02-01 | $3.91 | $1,598,173.40 |
| 1990-03-01 | $3.88 | $1,585,455.98 |
| 1990-04-02 | $4.24 | $1,734,777.39 |
| 1990-05-01 | $4.43 | $1,815,100.88 |
| 1990-06-01 | $5.06 | $2,071,457.18 |
| 1990-07-02 | $5.27 | $2,160,501.07 |
| 1990-08-01 | $5.22 | $2,140,694.21 |
| 1990-09-04 | $5.04 | $2,068,833.75 |
| 1990-10-01 | $5.02 | $2,060,634.77 |
| 1990-11-01 | $4.92 | $2,019,793.90 |
| 1990-12-03 | $5.30 | $2,177,774.17 |
| 1991-01-02 | $5.27 | $2,165,964.71 |
| 1991-02-01 | $5.52 | $2,272,107.90 |
| 1991-03-01 | $6.75 | $2,778,020.41 |
| 1991-04-01 | $6.98 | $2,871,904.16 |
| 1991-05-01 | $6.75 | $2,777,877.94 |
| 1991-06-03 | $6.34 | $2,609,881.19 |
| 1991-07-01 | $6.00 | $2,472,596.92 |
| 1991-08-01 | $6.54 | $2,696,450.23 |
| 1991-09-03 | $6.49 | $2,676,218.25 |
| 1991-10-01 | $6.00 | $2,475,013.15 |
| 1991-11-01 | $5.95 | $2,454,678.50 |
| 1991-12-02 | $6.34 | $2,615,764.47 |
| 1992-01-02 | $7.04 | $2,905,879.47 |
| 1992-02-03 | $6.96 | $2,874,712.38 |
| 1992-03-02 | $6.75 | $2,789,897.52 |
| 1992-04-01 | $7.25 | $2,995,364.29 |
| 1992-05-01 | $7.56 | $3,125,659.02 |
| 1992-06-01 | $7.51 | $3,105,104.06 |
| 1992-07-01 | $7.38 | $3,052,547.35 |
| 1992-08-03 | $7.82 | $3,237,568.26 |
| 1992-09-01 | $7.80 | $3,227,739.09 |
| 1992-10-01 | $8.22 | $3,402,848.35 |
| 1992-11-02 | $8.45 | $3,501,693.08 |
| 1992-12-01 | $8.56 | $3,546,192.13 |
| 1993-01-04 | $8.66 | $3,590,971.43 |
| 1993-02-01 | $8.90 | $3,690,204.59 |
| 1993-03-01 | $8.27 | $3,429,177.30 |
| 1993-04-01 | $9.03 | $3,747,738.30 |
| 1993-05-03 | $7.82 | $3,244,654.32 |
| 1993-06-01 | $7.66 | $3,179,884.19 |
| 1993-07-01 | $7.77 | $3,228,123.83 |
| 1993-08-02 | $7.96 | $3,306,246.78 |
| 1993-09-01 | $8.38 | $3,483,578.98 |
| 1993-10-01 | $8.26 | $3,432,512.79 |
| 1993-11-01 | $8.28 | $3,444,584.77 |
| 1993-12-01 | $8.52 | $3,545,268.68 |
| 1994-01-03 | $8.69 | $3,616,168.95 |
| 1994-02-01 | $8.48 | $3,528,154.46 |
| 1994-03-01 | $8.37 | $3,484,636.19 |
| 1994-04-04 | $7.79 | $3,243,227.31 |
| 1994-05-02 | $8.11 | $3,378,429.10 |
| 1994-06-01 | $7.79 | $3,245,187.58 |
| 1994-07-01 | $6.59 | $2,745,155.11 |
| 1994-08-01 | $6.67 | $2,779,906.30 |
| 1994-09-01 | $7.26 | $3,028,509.75 |
| 1994-10-03 | $7.30 | $3,045,808.14 |
| 1994-11-01 | $7.71 | $3,216,649.92 |
| 1994-12-01 | $7.63 | $3,183,673.54 |
| 1995-01-03 | $7.86 | $3,280,434.84 |
| 1995-02-01 | $8.10 | $3,383,945.78 |
| 1995-03-01 | $8.46 | $3,533,066.84 |
| 1995-04-03 | $8.69 | $3,630,649.95 |
| 1995-05-01 | $9.21 | $3,849,262.25 |
| 1995-06-01 | $10.55 | $4,411,612.70 |
| 1995-07-03 | $9.94 | $4,155,471.67 |
| 1995-08-01 | $10.24 | $4,283,091.37 |
| 1995-09-01 | $10.02 | $4,191,983.21 |
| 1995-10-02 | $11.28 | $4,720,111.99 |
| 1995-11-01 | $11.64 | $4,871,509.63 |
| 1995-12-01 | $12.19 | $5,103,934.51 |
| 1996-01-02 | $12.37 | $5,180,856.89 |
| 1996-02-01 | $13.34 | $5,588,427.29 |
| 1996-03-01 | $14.23 | $5,961,214.64 |
| 1996-04-01 | $14.24 | $5,968,473.44 |
| 1996-05-01 | $14.24 | $5,969,473.44 |
| 1996-06-03 | $14.91 | $6,250,294.76 |
| 1996-07-01 | $15.91 | $6,670,747.36 |
| 1996-08-01 | $14.35 | $6,016,376.77 |
| 1996-09-03 | $12.79 | $5,361,896.43 |
| 1996-10-01 | $12.73 | $5,337,506.70 |
| 1996-11-01 | $13.45 | $5,644,182.06 |
| 1996-12-02 | $13.45 | $5,645,182.06 |
| 1997-01-02 | $13.28 | $5,573,543.98 |
| 1997-02-03 | $15.36 | $6,448,362.39 |
| 1997-03-03 | $15.03 | $6,307,639.20 |
| 1997-04-01 | $14.40 | $6,046,542.59 |
| 1997-05-01 | $15.76 | $6,616,632.61 |
| 1997-06-02 | $17.06 | $7,163,086.93 |
| 1997-07-01 | $17.34 | $7,283,152.28 |
| 1997-08-01 | $17.25 | $7,248,452.29 |
| 1997-09-02 | $16.69 | $7,011,407.46 |
| 1997-10-01 | $18.28 | $7,680,154.75 |
| 1997-11-03 | $18.47 | $7,761,610.93 |
| 1997-12-01 | $18.62 | $7,827,511.11 |
| 1998-01-02 | $17.85 | $7,504,214.85 |
| 1998-02-02 | $18.10 | $7,609,437.28 |
| 1998-03-02 | $18.35 | $7,714,678.21 |
| 1998-04-01 | $21.70 | $9,125,446.19 |
| 1998-05-01 | $19.59 | $8,237,435.99 |
| 1998-06-01 | $20.64 | $8,682,993.05 |
| 1998-07-01 | $20.96 | $8,815,890.15 |
| 1998-08-03 | $19.65 | $8,265,898.32 |
| 1998-09-01 | $16.15 | $6,797,407.92 |
| 1998-10-01 | $14.84 | $6,246,644.75 |
| 1998-11-02 | $17.94 | $7,552,321.56 |
| 1998-12-01 | $20.51 | $8,634,112.71 |
| 1999-01-04 | $20.45 | $8,610,855.69 |
| 1999-02-01 | $19.17 | $8,069,540.87 |
| 1999-03-01 | $19.10 | $8,044,088.01 |
| 1999-04-01 | $19.48 | $8,205,134.91 |
| 1999-05-03 | $18.88 | $7,953,871.57 |
| 1999-06-01 | $18.35 | $7,729,134.82 |
| 1999-07-01 | $19.15 | $8,066,092.08 |
| 1999-08-02 | $19.52 | $8,227,080.96 |
| 1999-09-01 | $17.15 | $7,228,030.70 |
| 1999-10-01 | $15.95 | $6,722,531.73 |
| 1999-11-01 | $17.06 | $7,192,238.35 |
| 1999-12-01 | $17.53 | $7,390,785.04 |
| 2000-01-03 | $18.81 | $7,933,142.64 |
| 2000-02-01 | $17.35 | $7,315,627.26 |
| 2000-03-01 | $16.61 | $7,007,325.27 |
| 2000-04-03 | $18.51 | $7,809,384.66 |
| 2000-05-01 | $18.96 | $7,999,542.37 |
| 2000-06-01 | $20.53 | $8,662,663.82 |
| 2000-07-03 | $22.11 | $9,330,691.08 |
| 2000-08-01 | $23.59 | $9,955,547.04 |
| 2000-09-01 | $21.76 | $9,183,431.08 |
| 2000-10-02 | $24.44 | $10,316,971.49 |
| 2000-11-01 | $24.76 | $10,454,076.52 |
| 2000-12-01 | $21.86 | $9,229,997.15 |
| 2001-01-02 | $25.55 | $10,789,895.08 |
| 2001-02-01 | $22.60 | $9,544,182.19 |
| 2001-03-01 | $23.71 | $10,012,878.69 |
| 2001-04-02 | $22.87 | $9,658,712.53 |
| 2001-05-01 | $23.18 | $9,791,267.83 |
| 2001-06-01 | $23.26 | $9,827,354.44 |
| 2001-07-02 | $23.54 | $9,943,306.80 |
| 2001-08-01 | $22.75 | $9,614,261.56 |
| 2001-09-04 | $24.63 | $10,409,663.46 |
| 2001-10-01 | $25.57 | $10,804,711.27 |
| 2001-11-01 | $25.33 | $10,706,361.77 |
| 2001-12-03 | $25.48 | $10,771,387.57 |
| 2002-01-02 | $25.75 | $10,886,655.18 |
| 2002-02-01 | $26.26 | $11,102,510.16 |
| 2002-03-01 | $26.85 | $11,353,823.95 |
| 2002-04-01 | $27.03 | $11,427,582.43 |
| 2002-05-01 | $27.81 | $11,759,660.33 |
| 2002-06-03 | $26.88 | $11,367,335.57 |
| 2002-07-01 | $25.83 | $10,926,614.95 |
| 2002-08-01 | $22.40 | $9,474,303.14 |
| 2002-09-03 | $20.25 | $8,565,767.75 |
| 2002-10-01 | $19.95 | $8,439,189.14 |
| 2002-11-01 | $23.44 | $9,917,608.00 |
| 2002-12-02 | $22.33 | $9,450,710.96 |
| 2003-01-02 | $22.88 | $9,684,837.53 |
| 2003-02-03 | $21.63 | $9,155,531.93 |
| 2003-03-03 | $20.23 | $8,565,494.57 |
| 2003-04-01 | $21.31 | $9,022,680.10 |
| 2003-05-01 | $23.33 | $9,876,752.64 |
| 2003-06-02 | $23.51 | $9,954,491.66 |
| 2003-07-01 | $23.75 | $10,057,203.57 |
| 2003-08-01 | $24.26 | $10,275,707.38 |
| 2003-09-02 | $24.04 | $10,183,805.06 |
| 2003-10-01 | $25.06 | $10,617,235.68 |
| 2003-11-03 | $25.68 | $10,877,531.85 |
| 2003-12-01 | $26.15 | $11,080,976.41 |
| 2004-01-02 | $25.03 | $10,605,914.67 |
| 2004-02-02 | $25.83 | $10,944,777.61 |
| 2004-03-01 | $28.10 | $11,909,201.51 |
| 2004-04-01 | $29.26 | $12,402,180.38 |
| 2004-05-03 | $29.65 | $12,568,083.09 |
| 2004-06-01 | $28.89 | $12,246,117.86 |
| 2004-07-01 | $29.06 | $12,319,296.97 |
| 2004-08-02 | $27.72 | $11,752,070.99 |
| 2004-09-01 | $26.99 | $11,444,777.66 |
| 2004-10-01 | $27.30 | $11,576,154.38 |
| 2004-11-01 | $26.87 | $11,396,854.72 |
| 2004-12-01 | $27.70 | $11,749,232.74 |
| 2005-01-03 | $28.44 | $12,064,125.81 |
| 2005-02-01 | $29.50 | $12,515,731.37 |
| 2005-03-01 | $29.60 | $12,558,542.15 |
| 2005-04-01 | $29.02 | $12,310,128.51 |
| 2005-05-02 | $30.75 | $13,046,088.53 |
| 2005-06-01 | $31.25 | $13,259,433.31 |
| 2005-07-01 | $29.57 | $12,546,363.29 |
| 2005-08-01 | $30.17 | $12,805,281.00 |
| 2005-09-01 | $30.36 | $12,885,999.80 |
| 2005-10-03 | $31.37 | $13,315,558.23 |
| 2005-11-01 | $32.51 | $13,799,605.74 |
| 2005-12-01 | $33.23 | $14,106,951.22 |
| 2006-01-03 | $33.32 | $14,145,978.70 |
| 2006-02-01 | $31.93 | $13,557,563.73 |
| 2006-03-01 | $33.04 | $14,027,279.39 |
| 2006-04-03 | $32.40 | $13,756,681.08 |
| 2006-05-01 | $32.57 | $13,833,777.42 |
| 2006-06-01 | $34.22 | $14,531,583.28 |
| 2006-07-03 | $33.92 | $14,406,592.49 |
| 2006-08-01 | $35.55 | $15,100,792.43 |
| 2006-09-01 | $36.81 | $15,637,260.26 |
| 2006-10-02 | $36.37 | $15,451,159.84 |
| 2006-11-01 | $35.82 | $15,216,779.07 |
| 2006-12-01 | $35.03 | $14,883,901.71 |
| 2007-01-03 | $35.63 | $15,138,229.76 |
| 2007-02-01 | $37.14 | $15,781,251.26 |
| 2007-03-01 | $36.03 | $15,311,565.60 |
| 2007-04-02 | $36.18 | $15,375,828.48 |
| 2007-05-01 | $37.90 | $16,106,930.50 |
| 2007-06-01 | $39.21 | $16,665,854.45 |
| 2007-07-02 | $37.48 | $15,930,396.62 |
| 2007-08-01 | $38.13 | $16,207,063.12 |
| 2007-09-04 | $39.38 | $16,739,917.52 |
| 2007-10-01 | $42.71 | $18,157,684.38 |
| 2007-11-01 | $41.78 | $17,761,233.73 |
| 2007-12-03 | $44.19 | $18,790,269.92 |
| 2008-01-02 | $43.66 | $18,565,568.36 |
| 2008-02-01 | $39.92 | $16,973,621.99 |
| 2008-03-03 | $40.69 | $17,305,056.40 |
| 2008-04-01 | $42.05 | $17,885,185.07 |
| 2008-05-01 | $39.94 | $16,986,096.16 |
| 2008-06-02 | $39.38 | $16,751,527.54 |
| 2008-07-01 | $37.79 | $16,073,238.94 |
| 2008-08-01 | $39.10 | $16,630,809.18 |
| 2008-09-02 | $40.76 | $17,338,176.36 |
| 2008-10-01 | $42.29 | $17,993,427.26 |
| 2008-11-03 | $33.93 | $14,435,424.89 |
| 2008-12-01 | $31.67 | $13,474,391.57 |
| 2009-01-02 | $33.30 | $14,171,296.46 |
| 2009-02-02 | $29.83 | $12,693,644.70 |
| 2009-03-02 | $27.88 | $11,864,093.19 |
| 2009-04-01 | $31.35 | $13,341,957.52 |
| 2009-05-01 | $29.89 | $12,722,098.83 |
| 2009-06-01 | $31.89 | $13,576,516.40 |
| 2009-07-01 | $34.21 | $14,562,117.71 |
| 2009-08-03 | $34.01 | $14,480,674.24 |
| 2009-09-01 | $34.04 | $14,494,556.61 |
| 2009-10-01 | $35.67 | $15,186,515.16 |
| 2009-11-02 | $36.97 | $15,743,439.05 |
| 2009-12-01 | $38.97 | $16,593,960.96 |
| 2010-01-04 | $37.63 | $16,024,560.36 |
| 2010-02-01 | $37.29 | $15,884,253.86 |
| 2010-03-01 | $38.97 | $16,599,663.67 |
| 2010-04-01 | $41.26 | $17,575,143.57 |
| 2010-05-03 | $40.65 | $17,315,198.28 |
| 2010-06-01 | $38.83 | $16,543,889.52 |
| 2010-07-01 | $38.36 | $16,343,003.95 |
| 2010-08-02 | $40.70 | $17,340,205.88 |
| 2010-09-01 | $40.77 | $17,370,149.25 |
| 2010-10-01 | $42.09 | $17,935,967.50 |
| 2010-11-01 | $41.18 | $17,548,799.91 |
| 2010-12-01 | $41.54 | $17,702,687.17 |
| 2011-01-03 | $41.62 | $17,736,059.14 |
| 2011-02-01 | $41.17 | $17,548,230.17 |
| 2011-03-01 | $40.01 | $17,052,864.95 |
| 2011-04-01 | $41.60 | $17,730,760.83 |
| 2011-05-02 | $44.20 | $18,843,669.11 |
| 2011-06-01 | $45.16 | $19,250,506.69 |
| 2011-07-01 | $45.09 | $19,224,113.15 |
| 2011-08-01 | $41.03 | $17,491,407.56 |
| 2011-09-01 | $41.54 | $17,713,220.88 |
| 2011-10-03 | $39.04 | $16,648,385.84 |
| 2011-11-01 | $40.30 | $17,185,094.86 |
| 2011-12-01 | $41.84 | $17,844,087.74 |
| 2012-01-03 | $43.35 | $18,488,250.49 |
| 2012-02-01 | $43.34 | $18,483,673.64 |
| 2012-03-01 | $41.17 | $17,561,020.09 |
| 2012-04-02 | $43.93 | $18,738,380.18 |
| 2012-05-01 | $43.77 | $18,669,184.57 |
| 2012-06-01 | $44.79 | $19,104,828.05 |
| 2012-07-02 | $46.94 | $20,025,552.88 |
| 2012-08-01 | $48.03 | $20,490,688.16 |
| 2012-09-04 | $48.08 | $20,514,324.41 |
| 2012-10-01 | $47.22 | $20,146,909.53 |
| 2012-11-01 | $46.41 | $19,802,861.91 |
| 2012-12-03 | $46.70 | $19,926,490.90 |
| 2013-01-02 | $46.70 | $19,926,644.46 |
| 2013-02-01 | $48.95 | $20,887,628.94 |
| 2013-03-01 | $51.51 | $21,981,744.89 |
| 2013-04-01 | $53.66 | $22,900,454.90 |
| 2013-05-01 | $55.77 | $23,801,834.97 |
| 2013-06-03 | $55.22 | $23,568,324.26 |
| 2013-07-01 | $56.04 | $23,921,065.36 |
| 2013-08-01 | $57.52 | $24,551,883.91 |
| 2013-09-03 | $54.78 | $23,386,518.12 |
| 2013-10-01 | $54.91 | $23,442,731.46 |
| 2013-11-01 | $58.17 | $24,835,840.94 |
| 2013-12-02 | $57.58 | $24,584,251.44 |
| 2014-01-02 | $56.87 | $24,279,864.66 |
| 2014-02-03 | $54.42 | $23,236,921.73 |
| 2014-03-03 | $55.08 | $23,518,873.47 |
| 2014-04-01 | $57.81 | $24,687,066.57 |
| 2014-05-01 | $59.69 | $25,489,326.23 |
| 2014-06-02 | $61.30 | $26,175,439.78 |
| 2014-07-01 | $62.64 | $26,750,390.48 |
| 2014-08-01 | $61.92 | $26,445,264.28 |
| 2014-09-02 | $64.99 | $27,757,870.44 |
| 2014-10-01 | $65.58 | $28,008,256.11 |
| 2014-11-03 | $67.83 | $28,970,567.01 |
| 2014-12-01 | $70.55 | $30,132,466.87 |
| 2015-01-02 | $67.28 | $28,739,811.58 |
| 2015-02-02 | $67.92 | $29,011,658.72 |
| 2015-03-02 | $70.53 | $30,129,554.30 |
| 2015-04-01 | $68.20 | $29,134,504.22 |
| 2015-05-01 | $68.54 | $29,279,518.17 |
| 2015-06-01 | $68.83 | $29,406,138.27 |
| 2015-07-01 | $68.29 | $29,176,371.70 |
| 2015-08-03 | $70.41 | $30,081,805.59 |
| 2015-09-01 | $65.99 | $28,193,631.97 |
| 2015-10-01 | $68.33 | $29,197,279.11 |
| 2015-11-02 | $73.83 | $31,547,146.78 |
| 2015-12-01 | $73.58 | $31,442,354.38 |
| 2016-01-04 | $72.42 | $30,946,148.17 |
| 2016-02-01 | $72.61 | $31,028,610.16 |
| 2016-03-01 | $72.65 | $31,048,408.93 |
| 2016-04-01 | $76.64 | $32,751,293.89 |
| 2016-05-02 | $76.38 | $32,641,844.98 |
| 2016-06-01 | $75.57 | $32,296,215.54 |
| 2016-07-01 | $78.59 | $33,588,169.69 |
| 2016-08-01 | $81.04 | $34,638,505.71 |
| 2016-09-01 | $80.39 | $34,359,311.65 |
| 2016-10-03 | $81.11 | $34,667,759.28 |
| 2016-11-01 | $79.95 | $34,175,562.28 |
| 2016-12-01 | $74.75 | $31,951,540.79 |
| 2017-01-03 | $78.99 | $33,765,812.70 |
| 2017-02-01 | $77.75 | $33,237,650.61 |
| 2017-03-01 | $83.39 | $35,650,159.26 |
| 2017-04-03 | $85.01 | $36,343,168.64 |
| 2017-05-01 | $85.33 | $36,480,625.82 |
| 2017-06-01 | $89.70 | $38,351,522.39 |
| 2017-07-03 | $88.33 | $37,766,932.33 |
| 2017-08-01 | $88.70 | $37,924,969.96 |
| 2017-09-01 | $89.26 | $38,165,005.00 |
| 2017-10-02 | $84.08 | $35,952,021.05 |
| 2017-11-01 | $84.86 | $36,285,777.87 |
| 2017-12-01 | $90.61 | $38,744,757.31 |
| 2018-01-02 | $91.60 | $39,170,435.15 |
| 2018-02-01 | $93.34 | $39,914,627.29 |
| 2018-03-01 | $84.51 | $36,139,520.62 |
| 2018-04-02 | $83.67 | $35,782,872.10 |
| 2018-05-01 | $77.48 | $33,136,508.77 |
| 2018-06-01 | $79.08 | $33,820,098.84 |
| 2018-07-02 | $86.40 | $36,951,770.91 |
| 2018-08-01 | $89.62 | $38,329,223.60 |
| 2018-09-04 | $87.56 | $37,449,673.04 |
| 2018-10-01 | $88.05 | $37,661,801.32 |
| 2018-11-01 | $88.69 | $37,934,941.20 |
| 2018-12-03 | $94.63 | $40,477,188.83 |
| 2019-01-02 | $87.61 | $37,473,431.18 |
| 2019-02-01 | $89.94 | $38,472,298.40 |
| 2019-03-01 | $93.89 | $40,164,620.41 |
| 2019-04-01 | $98.60 | $42,177,657.16 |
| 2019-05-01 | $102.83 | $43,990,215.30 |
| 2019-06-03 | $104.24 | $44,592,775.32 |
| 2019-07-01 | $107.35 | $45,926,762.32 |
| 2019-08-01 | $103.50 | $44,280,425.59 |
| 2019-09-03 | $111.90 | $47,875,689.17 |
| 2019-10-01 | $112.60 | $48,175,972.86 |
| 2019-11-01 | $112.24 | $48,022,666.71 |
| 2019-12-02 | $111.38 | $47,655,423.76 |
| 2020-01-02 | $112.11 | $47,969,034.67 |
| 2020-02-03 | $117.63 | $50,332,800.48 |
| 2020-03-02 | $113.57 | $48,592,588.65 |
| 2020-04-01 | $98.16 | $42,002,110.70 |
| 2020-05-01 | $108.15 | $46,277,287.00 |
| 2020-06-01 | $110.52 | $47,291,740.60 |
| 2020-07-01 | $110.85 | $47,434,050.04 |
| 2020-08-03 | $114.48 | $48,990,374.62 |
| 2020-09-01 | $116.57 | $49,883,740.05 |
| 2020-10-01 | $118.76 | $50,824,582.03 |
| 2020-11-02 | $114.00 | $48,786,102.90 |
| 2020-12-01 | $123.21 | $52,728,980.62 |
| 2021-01-04 | $122.56 | $52,451,229.43 |
| 2021-02-01 | $116.36 | $49,801,846.84 |
| 2021-03-01 | $110.96 | $47,490,531.66 |
| 2021-04-01 | $120.98 | $51,777,429.61 |
| 2021-05-03 | $124.84 | $53,431,297.99 |
| 2021-06-01 | $126.41 | $54,106,646.09 |
| 2021-07-01 | $127.83 | $54,713,363.02 |
| 2021-08-02 | $134.83 | $57,712,156.77 |
| 2021-09-01 | $136.20 | $58,300,180.14 |
| 2021-10-01 | $131.09 | $56,113,540.06 |
| 2021-11-01 | $140.05 | $59,947,143.84 |
| 2021-12-01 | $139.09 | $59,539,237.56 |
| 2022-01-03 | $151.24 | $64,740,583.46 |
| 2022-02-01 | $150.68 | $64,502,045.03 |
| 2022-03-01 | $141.88 | $60,734,127.96 |
| 2022-04-01 | $149.40 | $63,956,364.14 |
| 2022-05-02 | $147.64 | $63,203,866.15 |
| 2022-06-01 | $146.52 | $62,726,392.51 |
| 2022-07-01 | $150.11 | $64,263,890.31 |
| 2022-08-01 | $156.81 | $67,133,039.79 |
| 2022-09-01 | $154.21 | $66,019,243.58 |
| 2022-10-03 | $147.43 | $63,117,457.26 |
| 2022-11-01 | $161.27 | $69,042,513.25 |
| 2022-12-01 | $166.89 | $71,449,689.36 |
| 2023-01-03 | $161.06 | $68,956,299.24 |
| 2023-02-01 | $154.01 | $65,940,146.39 |
| 2023-03-01 | $153.81 | $65,852,747.85 |
| 2023-04-03 | $164.94 | $70,621,082.51 |
| 2023-05-01 | $173.24 | $74,174,415.04 |
| 2023-06-01 | $165.81 | $70,995,577.46 |
| 2023-07-03 | $168.91 | $72,325,388.06 |
| 2023-08-01 | $170.02 | $72,801,804.72 |
| 2023-09-01 | $160.68 | $68,802,006.76 |
| 2023-10-02 | $155.04 | $66,389,515.88 |
| 2023-11-01 | $151.10 | $64,703,003.03 |
| 2023-12-01 | $155.78 | $66,707,977.97 |
| 2024-01-02 | $159.68 | $68,377,776.60 |
| 2024-02-01 | $158.56 | $67,900,266.49 |
| 2024-03-01 | $153.16 | $65,586,267.49 |
| 2024-04-01 | $160.96 | $68,930,535.07 |
| 2024-05-01 | $162.98 | $69,796,254.16 |
| 2024-06-03 | $159.34 | $68,235,158.37 |
| 2024-07-01 | $152.77 | $65,424,501.55 |
| 2024-08-01 | $164.09 | $70,273,394.11 |
| 2024-09-03 | $166.51 | $71,310,661.78 |
| 2024-10-01 | $161.96 | $69,361,612.59 |
| 2024-11-01 | $156.48 | $67,019,249.74 |
| 2024-12-02 | $154.08 | $65,992,243.16 |
| 2025-01-02 | $143.16 | $61,314,087.96 |
| 2025-02-03 | $143.22 | $61,339,582.04 |
| 2025-03-03 | $148.67 | $63,675,465.13 |
| 2025-04-01 | $143.91 | $61,636,790.80 |
| 2025-05-01 | $128.41 | $54,999,287.98 |
| 2025-06-02 | $125.87 | $53,913,068.88 |
| 2025-07-01 | $131.48 | $56,316,761.03 |
| 2025-08-01 | $135.39 | $57,991,529.38 |
| 2025-09-02 | $146.08 | $62,572,556.40 |
| 2025-10-01 | $140.50 | $60,183,680.01 |
| 2025-11-03 | $140.95 | $60,378,087.25 |
| 2025-12-01 | $146.75 | $62,864,002.96 |
| 2026-01-02 | $140.97 | $60,388,937.29 |
| 2026-02-02 | $153.83 | $65,896,823.25 |
| 2026-03-02 | $165.80 | $71,026,908.68 |