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 2026-05-07.
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 $66,814,072.69.
| Total Invested | $648,000.00 |
| Final Portfolio Value | $66,814,072.69 |
| Total Gain | 10,210.81% |
| Annualized Return | 12.81% |
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 10,210.81%, with an annualized return of 12.81%.
Drawdown and Risk
The maximum drawdown recorded during this period was 42.15%. This drawdown began after a peak asset of $21,254.08 on 1974-07-01, and reached its lowest point on 1974-09-30 when the asset fell to $12,295.36. 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 | $8,237.70 |
| 1973-02-01 | $0.36 | $8,757.25 |
| 1973-03-01 | $0.36 | $9,810.18 |
| 1973-04-02 | $0.36 | $10,753.43 |
| 1973-05-01 | $0.37 | $11,883.77 |
| 1973-06-01 | $0.36 | $12,794.80 |
| 1973-07-02 | $0.36 | $13,565.58 |
| 1973-08-01 | $0.37 | $15,255.35 |
| 1973-09-04 | $0.36 | $15,571.09 |
| 1973-10-01 | $0.38 | $17,698.73 |
| 1973-11-01 | $0.38 | $18,342.71 |
| 1973-12-03 | $0.29 | $15,147.01 |
| 1974-01-02 | $0.31 | $17,055.39 |
| 1974-02-01 | $0.29 | $17,041.27 |
| 1974-03-01 | $0.28 | $17,584.24 |
| 1974-04-01 | $0.26 | $17,520.01 |
| 1974-05-01 | $0.27 | $18,667.55 |
| 1974-06-03 | $0.25 | $18,514.48 |
| 1974-07-01 | $0.27 | $21,254.08 |
| 1974-08-01 | $0.22 | $18,168.44 |
| 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 | $18,183.54 |
| 1975-01-02 | $0.20 | $21,576.83 |
| 1975-02-03 | $0.23 | $26,414.12 |
| 1975-03-03 | $0.24 | $28,983.29 |
| 1975-04-01 | $0.27 | $33,377.81 |
| 1975-05-01 | $0.30 | $37,961.54 |
| 1975-06-02 | $0.31 | $40,044.09 |
| 1975-07-01 | $0.31 | $40,880.43 |
| 1975-08-01 | $0.28 | $37,533.02 |
| 1975-09-02 | $0.27 | $38,219.61 |
| 1975-10-01 | $0.27 | $38,344.73 |
| 1975-11-03 | $0.32 | $47,163.37 |
| 1975-12-01 | $0.33 | $49,353.09 |
| 1976-01-02 | $0.33 | $50,198.54 |
| 1976-02-02 | $0.35 | $54,580.70 |
| 1976-03-01 | $0.33 | $52,135.42 |
| 1976-04-01 | $0.35 | $56,490.42 |
| 1976-05-03 | $0.35 | $56,638.85 |
| 1976-06-01 | $0.35 | $57,638.85 |
| 1976-07-01 | $0.35 | $59,921.83 |
| 1976-08-02 | $0.38 | $66,141.21 |
| 1976-09-01 | $0.40 | $70,504.29 |
| 1976-10-01 | $0.41 | $71,920.23 |
| 1976-11-01 | $0.39 | $70,916.57 |
| 1976-12-01 | $0.39 | $70,419.14 |
| 1977-01-03 | $0.38 | $70,867.22 |
| 1977-02-01 | $0.35 | $65,112.79 |
| 1977-03-01 | $0.36 | $69,261.53 |
| 1977-04-01 | $0.35 | $67,005.46 |
| 1977-05-02 | $0.34 | $67,071.60 |
| 1977-06-01 | $0.34 | $67,123.59 |
| 1977-07-01 | $0.33 | $66,504.18 |
| 1977-08-01 | $0.35 | $72,676.72 |
| 1977-09-01 | $0.38 | $78,172.27 |
| 1977-10-03 | $0.38 | $79,401.68 |
| 1977-11-01 | $0.36 | $77,690.38 |
| 1977-12-01 | $0.39 | $83,791.27 |
| 1978-01-03 | $0.41 | $89,506.81 |
| 1978-02-01 | $0.38 | $84,431.78 |
| 1978-03-01 | $0.37 | $82,562.68 |
| 1978-04-03 | $0.39 | $88,499.09 |
| 1978-05-01 | $0.44 | $100,508.52 |
| 1978-06-01 | $0.46 | $105,357.76 |
| 1978-07-03 | $0.44 | $102,429.34 |
| 1978-08-01 | $0.47 | $109,583.89 |
| 1978-09-01 | $0.48 | $114,583.90 |
| 1978-10-02 | $0.45 | $107,914.87 |
| 1978-11-01 | $0.42 | $100,718.74 |
| 1978-12-01 | $0.41 | $99,419.25 |
| 1979-01-02 | $0.40 | $97,605.61 |
| 1979-02-01 | $0.38 | $95,288.81 |
| 1979-03-01 | $0.36 | $91,979.27 |
| 1979-04-02 | $0.39 | $98,844.90 |
| 1979-05-01 | $0.38 | $96,879.46 |
| 1979-06-01 | $0.36 | $93,385.08 |
| 1979-07-02 | $0.38 | $101,172.27 |
| 1979-08-01 | $0.40 | $107,334.19 |
| 1979-09-04 | $0.44 | $116,670.83 |
| 1979-10-01 | $0.44 | $118,350.36 |
| 1979-11-01 | $0.37 | $101,678.17 |
| 1979-12-03 | $0.40 | $110,790.83 |
| 1980-01-02 | $0.39 | $109,185.48 |
| 1980-02-01 | $0.40 | $110,742.59 |
| 1980-03-03 | $0.34 | $94,878.15 |
| 1980-04-01 | $0.38 | $108,162.50 |
| 1980-05-01 | $0.38 | $110,907.07 |
| 1980-06-02 | $0.42 | $121,296.05 |
| 1980-07-01 | $0.40 | $116,648.42 |
| 1980-08-01 | $0.45 | $133,967.19 |
| 1980-09-02 | $0.44 | $130,704.57 |
| 1980-10-01 | $0.42 | $126,516.01 |
| 1980-11-03 | $0.42 | $126,263.37 |
| 1980-12-01 | $0.42 | $127,894.68 |
| 1981-01-02 | $0.46 | $142,818.80 |
| 1981-02-02 | $0.51 | $156,153.04 |
| 1981-03-02 | $0.56 | $173,487.01 |
| 1981-04-01 | $0.58 | $180,194.91 |
| 1981-05-01 | $0.57 | $177,857.92 |
| 1981-06-01 | $0.59 | $187,583.10 |
| 1981-07-01 | $0.60 | $191,213.49 |
| 1981-08-03 | $0.59 | $189,472.05 |
| 1981-09-01 | $0.57 | $182,204.27 |
| 1981-10-01 | $0.56 | $181,069.73 |
| 1981-11-02 | $0.65 | $209,547.42 |
| 1981-12-01 | $0.68 | $221,874.22 |
| 1982-01-04 | $0.64 | $210,699.38 |
| 1982-02-01 | $0.65 | $214,585.82 |
| 1982-03-01 | $0.59 | $195,287.10 |
| 1982-04-01 | $0.66 | $218,441.68 |
| 1982-05-03 | $0.69 | $229,068.11 |
| 1982-06-01 | $0.68 | $227,836.84 |
| 1982-07-01 | $0.69 | $233,606.98 |
| 1982-08-02 | $0.70 | $237,640.70 |
| 1982-09-01 | $0.76 | $259,205.84 |
| 1982-10-01 | $0.83 | $282,739.22 |
| 1982-11-01 | $0.77 | $264,373.64 |
| 1982-12-01 | $0.76 | $262,263.34 |
| 1983-01-03 | $0.63 | $218,553.81 |
| 1983-02-01 | $0.62 | $215,594.43 |
| 1983-03-01 | $0.68 | $236,483.26 |
| 1983-04-04 | $0.67 | $235,185.64 |
| 1983-05-02 | $0.72 | $251,594.34 |
| 1983-06-01 | $0.67 | $235,495.69 |
| 1983-07-01 | $0.68 | $239,110.78 |
| 1983-08-01 | $0.64 | $227,657.04 |
| 1983-09-01 | $0.64 | $229,490.99 |
| 1983-10-03 | $0.64 | $228,999.31 |
| 1983-11-01 | $0.70 | $250,430.51 |
| 1983-12-01 | $0.70 | $253,139.79 |
| 1984-01-03 | $0.73 | $263,054.45 |
| 1984-02-01 | $0.70 | $254,472.82 |
| 1984-03-01 | $0.71 | $260,719.92 |
| 1984-04-02 | $0.74 | $270,768.63 |
| 1984-05-01 | $0.80 | $294,035.71 |
| 1984-06-01 | $0.81 | $297,716.92 |
| 1984-07-02 | $0.82 | $303,572.52 |
| 1984-08-01 | $0.87 | $323,659.58 |
| 1984-09-04 | $0.84 | $312,806.92 |
| 1984-10-01 | $0.86 | $320,633.60 |
| 1984-11-01 | $0.89 | $332,753.88 |
| 1984-12-03 | $0.83 | $311,446.15 |
| 1985-01-02 | $0.84 | $317,534.17 |
| 1985-02-01 | $0.86 | $324,204.44 |
| 1985-03-01 | $0.97 | $368,810.66 |
| 1985-04-01 | $1.09 | $414,262.90 |
| 1985-05-01 | $1.07 | $409,495.79 |
| 1985-06-03 | $1.19 | $453,854.19 |
| 1985-07-01 | $1.22 | $467,000.96 |
| 1985-08-01 | $1.18 | $454,352.12 |
| 1985-09-03 | $1.20 | $462,191.48 |
| 1985-10-01 | $1.25 | $482,498.30 |
| 1985-11-01 | $1.31 | $506,239.24 |
| 1985-12-02 | $1.40 | $540,922.33 |
| 1986-01-02 | $1.49 | $576,348.07 |
| 1986-02-03 | $1.48 | $576,347.63 |
| 1986-03-03 | $1.60 | $623,455.19 |
| 1986-04-01 | $1.74 | $677,429.34 |
| 1986-05-01 | $1.84 | $719,883.88 |
| 1986-06-02 | $2.09 | $818,083.87 |
| 1986-07-01 | $2.17 | $850,351.10 |
| 1986-08-01 | $1.95 | $762,644.88 |
| 1986-09-02 | $1.94 | $760,582.85 |
| 1986-10-01 | $1.66 | $651,778.34 |
| 1986-11-03 | $1.74 | $683,668.04 |
| 1986-12-01 | $1.71 | $675,387.50 |
| 1987-01-02 | $1.66 | $655,445.13 |
| 1987-02-02 | $1.99 | $787,534.12 |
| 1987-03-02 | $2.10 | $829,161.34 |
| 1987-04-01 | $2.13 | $843,398.79 |
| 1987-05-01 | $2.03 | $803,487.70 |
| 1987-06-01 | $2.20 | $873,808.08 |
| 1987-07-01 | $2.27 | $901,200.91 |
| 1987-08-03 | $2.43 | $965,665.79 |
| 1987-09-01 | $2.52 | $1,004,784.01 |
| 1987-10-01 | $2.57 | $1,026,179.53 |
| 1987-11-02 | $2.20 | $876,928.78 |
| 1987-12-01 | $2.01 | $804,318.37 |
| 1988-01-04 | $2.24 | $896,771.29 |
| 1988-02-01 | $2.12 | $849,383.74 |
| 1988-03-01 | $2.29 | $918,205.80 |
| 1988-04-04 | $2.23 | $894,400.68 |
| 1988-05-02 | $2.28 | $914,914.89 |
| 1988-06-01 | $2.42 | $974,521.87 |
| 1988-07-01 | $2.40 | $967,917.38 |
| 1988-08-01 | $2.36 | $952,512.08 |
| 1988-09-01 | $2.31 | $930,520.49 |
| 1988-10-03 | $2.56 | $1,032,999.93 |
| 1988-11-01 | $2.70 | $1,090,285.45 |
| 1988-12-01 | $2.55 | $1,031,634.81 |
| 1989-01-03 | $2.60 | $1,054,950.74 |
| 1989-02-01 | $2.65 | $1,075,980.81 |
| 1989-03-01 | $2.65 | $1,076,980.81 |
| 1989-04-03 | $2.97 | $1,207,973.20 |
| 1989-05-01 | $3.20 | $1,299,823.14 |
| 1989-06-01 | $3.60 | $1,465,826.47 |
| 1989-07-03 | $3.54 | $1,439,670.01 |
| 1989-08-01 | $4.03 | $1,640,528.56 |
| 1989-09-01 | $3.91 | $1,594,046.91 |
| 1989-10-02 | $3.97 | $1,618,888.84 |
| 1989-11-01 | $4.11 | $1,677,828.68 |
| 1989-12-01 | $4.30 | $1,757,264.40 |
| 1990-01-02 | $4.31 | $1,761,688.18 |
| 1990-02-01 | $3.91 | $1,598,172.56 |
| 1990-03-01 | $3.88 | $1,585,455.13 |
| 1990-04-02 | $4.24 | $1,734,777.62 |
| 1990-05-01 | $4.43 | $1,815,101.31 |
| 1990-06-01 | $5.06 | $2,071,458.01 |
| 1990-07-02 | $5.27 | $2,160,500.91 |
| 1990-08-01 | $5.22 | $2,140,694.45 |
| 1990-09-04 | $5.04 | $2,068,833.79 |
| 1990-10-01 | $5.02 | $2,060,634.42 |
| 1990-11-01 | $4.92 | $2,019,795.50 |
| 1990-12-03 | $5.30 | $2,177,774.02 |
| 1991-01-02 | $5.27 | $2,165,965.34 |
| 1991-02-01 | $5.52 | $2,272,107.74 |
| 1991-03-01 | $6.75 | $2,778,022.04 |
| 1991-04-01 | $6.98 | $2,871,904.41 |
| 1991-05-01 | $6.75 | $2,777,876.81 |
| 1991-06-03 | $6.34 | $2,609,880.06 |
| 1991-07-01 | $6.00 | $2,472,598.35 |
| 1991-08-01 | $6.54 | $2,696,449.69 |
| 1991-09-03 | $6.49 | $2,676,219.09 |
| 1991-10-01 | $6.00 | $2,475,013.60 |
| 1991-11-01 | $5.95 | $2,454,676.38 |
| 1991-12-02 | $6.34 | $2,615,764.32 |
| 1992-01-02 | $7.04 | $2,905,880.51 |
| 1992-02-03 | $6.96 | $2,874,711.65 |
| 1992-03-02 | $6.75 | $2,789,899.15 |
| 1992-04-01 | $7.25 | $2,995,361.20 |
| 1992-05-01 | $7.56 | $3,125,658.69 |
| 1992-06-01 | $7.51 | $3,105,100.76 |
| 1992-07-01 | $7.38 | $3,052,548.00 |
| 1992-08-03 | $7.82 | $3,237,567.34 |
| 1992-09-01 | $7.80 | $3,227,739.15 |
| 1992-10-01 | $8.22 | $3,402,848.81 |
| 1992-11-02 | $8.45 | $3,501,693.54 |
| 1992-12-01 | $8.56 | $3,546,193.39 |
| 1993-01-04 | $8.66 | $3,590,970.71 |
| 1993-02-01 | $8.90 | $3,690,205.06 |
| 1993-03-01 | $8.27 | $3,429,178.95 |
| 1993-04-01 | $9.03 | $3,747,736.39 |
| 1993-05-03 | $7.82 | $3,244,653.79 |
| 1993-06-01 | $7.66 | $3,179,886.62 |
| 1993-07-01 | $7.77 | $3,228,123.11 |
| 1993-08-02 | $7.96 | $3,306,245.26 |
| 1993-09-01 | $8.38 | $3,483,580.63 |
| 1993-10-01 | $8.26 | $3,432,511.28 |
| 1993-11-01 | $8.28 | $3,444,588.41 |
| 1993-12-01 | $8.52 | $3,545,269.54 |
| 1994-01-03 | $8.69 | $3,616,169.42 |
| 1994-02-01 | $8.48 | $3,528,153.74 |
| 1994-03-01 | $8.37 | $3,484,636.65 |
| 1994-04-04 | $7.79 | $3,243,227.18 |
| 1994-05-02 | $8.11 | $3,378,431.15 |
| 1994-06-01 | $7.79 | $3,245,187.44 |
| 1994-07-01 | $6.59 | $2,745,154.17 |
| 1994-08-01 | $6.67 | $2,779,907.74 |
| 1994-09-01 | $7.26 | $3,028,510.20 |
| 1994-10-03 | $7.30 | $3,045,809.39 |
| 1994-11-01 | $7.71 | $3,216,649.18 |
| 1994-12-01 | $7.63 | $3,183,672.01 |
| 1995-01-03 | $7.86 | $3,280,434.51 |
| 1995-02-01 | $8.10 | $3,383,947.04 |
| 1995-03-01 | $8.46 | $3,533,064.92 |
| 1995-04-03 | $8.69 | $3,630,651.22 |
| 1995-05-01 | $9.21 | $3,849,260.34 |
| 1995-06-01 | $10.55 | $4,411,613.19 |
| 1995-07-03 | $9.94 | $4,155,470.95 |
| 1995-08-01 | $10.24 | $4,283,091.45 |
| 1995-09-01 | $10.02 | $4,191,981.69 |
| 1995-10-02 | $11.28 | $4,720,113.28 |
| 1995-11-01 | $11.64 | $4,871,506.93 |
| 1995-12-01 | $12.19 | $5,103,935.41 |
| 1996-01-02 | $12.37 | $5,180,856.59 |
| 1996-02-01 | $13.34 | $5,588,429.00 |
| 1996-03-01 | $14.23 | $5,961,214.75 |
| 1996-04-01 | $14.24 | $5,968,477.15 |
| 1996-05-01 | $14.24 | $5,969,477.15 |
| 1996-06-03 | $14.91 | $6,250,293.68 |
| 1996-07-01 | $15.91 | $6,670,751.48 |
| 1996-08-01 | $14.35 | $6,016,380.48 |
| 1996-09-03 | $12.79 | $5,361,896.13 |
| 1996-10-01 | $12.73 | $5,337,506.81 |
| 1996-11-01 | $13.45 | $5,644,181.37 |
| 1996-12-02 | $13.45 | $5,645,181.37 |
| 1997-01-02 | $13.28 | $5,573,543.29 |
| 1997-02-03 | $15.36 | $6,448,361.72 |
| 1997-03-03 | $15.03 | $6,307,638.92 |
| 1997-04-01 | $14.40 | $6,046,545.51 |
| 1997-05-01 | $15.76 | $6,616,631.94 |
| 1997-06-02 | $17.06 | $7,163,087.07 |
| 1997-07-01 | $17.34 | $7,283,155.62 |
| 1997-08-01 | $17.25 | $7,248,454.83 |
| 1997-09-02 | $16.69 | $7,011,410.00 |
| 1997-10-01 | $18.28 | $7,680,157.30 |
| 1997-11-03 | $18.47 | $7,761,615.88 |
| 1997-12-01 | $18.62 | $7,827,510.45 |
| 1998-01-02 | $17.85 | $7,504,212.59 |
| 1998-02-02 | $18.10 | $7,609,435.82 |
| 1998-03-02 | $18.35 | $7,714,677.55 |
| 1998-04-01 | $21.70 | $9,125,449.57 |
| 1998-05-01 | $19.59 | $8,237,434.54 |
| 1998-06-01 | $20.64 | $8,682,991.61 |
| 1998-07-01 | $20.96 | $8,815,893.52 |
| 1998-08-03 | $19.65 | $8,265,897.67 |
| 1998-09-01 | $16.15 | $6,797,402.43 |
| 1998-10-01 | $14.84 | $6,246,646.48 |
| 1998-11-02 | $17.94 | $7,552,325.72 |
| 1998-12-01 | $20.51 | $8,634,108.86 |
| 1999-01-04 | $20.45 | $8,610,851.04 |
| 1999-02-01 | $19.17 | $8,069,544.24 |
| 1999-03-01 | $19.10 | $8,044,081.74 |
| 1999-04-01 | $19.48 | $8,205,134.26 |
| 1999-05-03 | $18.88 | $7,953,874.94 |
| 1999-06-01 | $18.35 | $7,729,135.77 |
| 1999-07-01 | $19.15 | $8,066,093.03 |
| 1999-08-02 | $19.52 | $8,227,083.52 |
| 1999-09-01 | $17.15 | $7,228,027.63 |
| 1999-10-01 | $15.95 | $6,722,533.06 |
| 1999-11-01 | $17.06 | $7,192,232.05 |
| 1999-12-01 | $17.53 | $7,390,785.99 |
| 2000-01-03 | $18.81 | $7,933,140.38 |
| 2000-02-01 | $17.35 | $7,315,624.98 |
| 2000-03-01 | $16.61 | $7,007,325.41 |
| 2000-04-03 | $18.51 | $7,809,382.40 |
| 2000-05-01 | $18.96 | $7,999,536.89 |
| 2000-06-01 | $20.53 | $8,662,663.99 |
| 2000-07-03 | $22.11 | $9,330,693.68 |
| 2000-08-01 | $23.59 | $9,955,548.04 |
| 2000-09-01 | $21.76 | $9,183,431.25 |
| 2000-10-02 | $24.44 | $10,316,970.89 |
| 2000-11-01 | $24.76 | $10,454,079.95 |
| 2000-12-01 | $21.86 | $9,229,994.91 |
| 2001-01-02 | $25.55 | $10,789,892.06 |
| 2001-02-01 | $22.60 | $9,544,181.57 |
| 2001-03-01 | $23.71 | $10,012,882.10 |
| 2001-04-02 | $22.87 | $9,658,710.30 |
| 2001-05-01 | $23.18 | $9,791,268.83 |
| 2001-06-01 | $23.26 | $9,827,356.24 |
| 2001-07-02 | $23.54 | $9,943,313.44 |
| 2001-08-01 | $22.75 | $9,614,259.33 |
| 2001-09-04 | $24.63 | $10,409,664.47 |
| 2001-10-01 | $25.57 | $10,804,717.12 |
| 2001-11-01 | $25.33 | $10,706,361.97 |
| 2001-12-03 | $25.48 | $10,771,393.42 |
| 2002-01-02 | $25.75 | $10,886,658.61 |
| 2002-02-01 | $26.26 | $11,102,513.60 |
| 2002-03-01 | $26.85 | $11,353,829.00 |
| 2002-04-01 | $27.03 | $11,427,585.87 |
| 2002-05-01 | $27.81 | $11,759,653.30 |
| 2002-06-03 | $26.88 | $11,367,336.60 |
| 2002-07-01 | $25.83 | $10,926,618.38 |
| 2002-08-01 | $22.40 | $9,474,303.32 |
| 2002-09-03 | $20.25 | $8,565,774.37 |
| 2002-10-01 | $19.95 | $8,439,191.72 |
| 2002-11-01 | $23.44 | $9,917,608.19 |
| 2002-12-02 | $22.33 | $9,450,708.72 |
| 2003-01-02 | $22.88 | $9,684,843.37 |
| 2003-02-03 | $21.63 | $9,155,537.75 |
| 2003-03-03 | $20.23 | $8,565,491.50 |
| 2003-04-01 | $21.31 | $9,022,678.65 |
| 2003-05-01 | $23.33 | $9,876,752.83 |
| 2003-06-02 | $23.51 | $9,954,487.81 |
| 2003-07-01 | $23.75 | $10,057,203.76 |
| 2003-08-01 | $24.26 | $10,275,714.04 |
| 2003-09-02 | $24.04 | $10,183,802.83 |
| 2003-10-01 | $25.06 | $10,617,231.84 |
| 2003-11-03 | $25.68 | $10,877,528.01 |
| 2003-12-01 | $26.15 | $11,080,971.77 |
| 2004-01-02 | $25.03 | $10,605,916.48 |
| 2004-02-02 | $25.83 | $10,944,773.77 |
| 2004-03-01 | $28.10 | $11,909,214.66 |
| 2004-04-01 | $29.26 | $12,402,177.38 |
| 2004-05-03 | $29.65 | $12,568,088.18 |
| 2004-06-01 | $28.89 | $12,246,120.51 |
| 2004-07-01 | $29.06 | $12,319,290.73 |
| 2004-08-02 | $27.72 | $11,752,067.98 |
| 2004-09-01 | $26.99 | $11,444,775.45 |
| 2004-10-01 | $27.30 | $11,576,152.17 |
| 2004-11-01 | $26.87 | $11,396,858.17 |
| 2004-12-01 | $27.70 | $11,749,237.81 |
| 2005-01-03 | $28.44 | $12,064,127.66 |
| 2005-02-01 | $29.50 | $12,515,727.56 |
| 2005-03-01 | $29.60 | $12,558,541.58 |
| 2005-04-01 | $29.02 | $12,310,121.46 |
| 2005-05-02 | $30.75 | $13,046,086.35 |
| 2005-06-01 | $31.25 | $13,259,431.13 |
| 2005-07-01 | $29.57 | $12,546,366.77 |
| 2005-08-01 | $30.17 | $12,805,283.67 |
| 2005-09-01 | $30.36 | $12,886,011.38 |
| 2005-10-03 | $31.37 | $13,315,556.86 |
| 2005-11-01 | $32.51 | $13,799,607.62 |
| 2005-12-01 | $33.23 | $14,106,948.25 |
| 2006-01-03 | $33.32 | $14,145,980.59 |
| 2006-02-01 | $31.93 | $13,557,558.32 |
| 2006-03-01 | $33.04 | $14,027,284.52 |
| 2006-04-03 | $32.40 | $13,756,689.44 |
| 2006-05-01 | $32.57 | $13,833,784.16 |
| 2006-06-01 | $34.22 | $14,531,586.79 |
| 2006-07-03 | $33.92 | $14,406,591.14 |
| 2006-08-01 | $35.55 | $15,100,791.09 |
| 2006-09-01 | $36.81 | $15,637,265.41 |
| 2006-10-02 | $36.37 | $15,451,161.75 |
| 2006-11-01 | $35.82 | $15,216,779.36 |
| 2006-12-01 | $35.03 | $14,883,901.99 |
| 2007-01-03 | $35.63 | $15,138,231.67 |
| 2007-02-01 | $37.14 | $15,781,251.56 |
| 2007-03-01 | $36.03 | $15,311,570.75 |
| 2007-04-02 | $36.18 | $15,375,825.53 |
| 2007-05-01 | $37.90 | $16,106,932.42 |
| 2007-06-01 | $39.21 | $16,665,848.27 |
| 2007-07-02 | $37.48 | $15,930,383.95 |
| 2007-08-01 | $38.13 | $16,207,058.56 |
| 2007-09-04 | $39.38 | $16,739,921.08 |
| 2007-10-01 | $42.71 | $18,157,683.10 |
| 2007-11-01 | $41.78 | $17,761,235.69 |
| 2007-12-03 | $44.19 | $18,790,268.65 |
| 2008-01-02 | $43.66 | $18,565,568.71 |
| 2008-02-01 | $39.92 | $16,973,610.96 |
| 2008-03-03 | $40.69 | $17,305,061.59 |
| 2008-04-01 | $42.05 | $17,885,185.41 |
| 2008-05-01 | $39.94 | $16,986,099.73 |
| 2008-06-02 | $39.38 | $16,751,519.75 |
| 2008-07-01 | $37.79 | $16,073,237.62 |
| 2008-08-01 | $39.10 | $16,630,807.87 |
| 2008-09-02 | $40.76 | $17,338,179.93 |
| 2008-10-01 | $42.29 | $17,993,430.85 |
| 2008-11-03 | $33.93 | $14,435,425.17 |
| 2008-12-01 | $31.67 | $13,474,398.31 |
| 2009-01-02 | $33.30 | $14,171,301.59 |
| 2009-02-02 | $29.83 | $12,693,636.82 |
| 2009-03-02 | $27.88 | $11,864,097.47 |
| 2009-04-01 | $31.35 | $13,341,953.71 |
| 2009-05-01 | $29.89 | $12,722,099.88 |
| 2009-06-01 | $31.89 | $13,576,517.47 |
| 2009-07-01 | $34.21 | $14,562,119.60 |
| 2009-08-03 | $34.01 | $14,480,672.88 |
| 2009-09-01 | $34.04 | $14,494,555.26 |
| 2009-10-01 | $35.67 | $15,186,512.20 |
| 2009-11-02 | $36.97 | $15,743,436.10 |
| 2009-12-01 | $38.97 | $16,593,964.52 |
| 2010-01-04 | $37.63 | $16,024,554.16 |
| 2010-02-01 | $37.29 | $15,884,262.28 |
| 2010-03-01 | $38.97 | $16,599,660.73 |
| 2010-04-01 | $41.26 | $17,575,142.27 |
| 2010-05-03 | $40.65 | $17,315,203.48 |
| 2010-06-01 | $38.83 | $16,543,886.58 |
| 2010-07-01 | $38.36 | $16,342,997.76 |
| 2010-08-02 | $40.70 | $17,340,204.58 |
| 2010-09-01 | $40.77 | $17,370,147.95 |
| 2010-10-01 | $42.09 | $17,935,972.72 |
| 2010-11-01 | $41.18 | $17,548,805.12 |
| 2010-12-01 | $41.54 | $17,702,692.38 |
| 2011-01-03 | $41.62 | $17,736,054.60 |
| 2011-02-01 | $41.17 | $17,548,233.75 |
| 2011-03-01 | $40.01 | $17,052,860.39 |
| 2011-04-01 | $41.60 | $17,730,753.04 |
| 2011-05-02 | $44.20 | $18,843,664.59 |
| 2011-06-01 | $45.16 | $19,250,497.30 |
| 2011-07-01 | $45.09 | $19,224,107.01 |
| 2011-08-01 | $41.03 | $17,491,409.51 |
| 2011-09-01 | $41.54 | $17,713,219.58 |
| 2011-10-03 | $39.04 | $16,648,389.41 |
| 2011-11-01 | $40.30 | $17,185,093.56 |
| 2011-12-01 | $41.84 | $17,844,089.70 |
| 2012-01-03 | $43.35 | $18,488,247.58 |
| 2012-02-01 | $43.34 | $18,483,673.98 |
| 2012-03-01 | $41.17 | $17,561,023.68 |
| 2012-04-02 | $43.93 | $18,738,382.16 |
| 2012-05-01 | $43.77 | $18,669,180.04 |
| 2012-06-01 | $44.79 | $19,104,825.15 |
| 2012-07-02 | $46.94 | $20,025,554.89 |
| 2012-08-01 | $48.03 | $20,490,685.29 |
| 2012-09-04 | $48.08 | $20,514,326.42 |
| 2012-10-01 | $47.22 | $20,146,916.42 |
| 2012-11-01 | $46.41 | $19,802,862.29 |
| 2012-12-03 | $46.70 | $19,926,486.39 |
| 2013-01-02 | $46.70 | $19,926,649.72 |
| 2013-02-01 | $48.95 | $20,887,622.82 |
| 2013-03-01 | $51.51 | $21,981,748.56 |
| 2013-04-01 | $53.66 | $22,900,452.07 |
| 2013-05-01 | $55.77 | $23,801,833.79 |
| 2013-06-03 | $55.22 | $23,568,331.22 |
| 2013-07-01 | $56.04 | $23,921,072.32 |
| 2013-08-01 | $57.52 | $24,551,881.12 |
| 2013-09-03 | $54.78 | $23,386,515.30 |
| 2013-10-01 | $54.91 | $23,442,733.53 |
| 2013-11-01 | $58.17 | $24,835,843.04 |
| 2013-12-02 | $57.58 | $24,584,258.41 |
| 2014-01-02 | $56.87 | $24,279,870.00 |
| 2014-02-03 | $54.42 | $23,236,923.79 |
| 2014-03-03 | $55.08 | $23,518,891.83 |
| 2014-04-01 | $57.81 | $24,687,068.67 |
| 2014-05-01 | $59.69 | $25,489,325.08 |
| 2014-06-02 | $61.30 | $26,175,445.15 |
| 2014-07-01 | $62.64 | $26,750,390.98 |
| 2014-08-01 | $61.92 | $26,445,259.89 |
| 2014-09-02 | $64.99 | $27,757,861.18 |
| 2014-10-01 | $65.58 | $28,008,253.37 |
| 2014-11-03 | $67.83 | $28,970,580.58 |
| 2014-12-01 | $70.55 | $30,132,451.14 |
| 2015-01-02 | $67.28 | $28,739,818.64 |
| 2015-02-02 | $67.92 | $29,011,669.04 |
| 2015-03-02 | $70.53 | $30,129,545.09 |
| 2015-04-01 | $68.20 | $29,134,501.51 |
| 2015-05-01 | $68.54 | $29,279,508.94 |
| 2015-06-01 | $68.83 | $29,406,138.82 |
| 2015-07-01 | $68.29 | $29,176,382.02 |
| 2015-08-03 | $70.41 | $30,081,806.15 |
| 2015-09-01 | $65.99 | $28,193,632.50 |
| 2015-10-01 | $68.33 | $29,197,282.91 |
| 2015-11-02 | $73.83 | $31,547,134.33 |
| 2015-12-01 | $73.58 | $31,442,358.23 |
| 2016-01-04 | $72.42 | $30,946,138.97 |
| 2016-02-01 | $72.61 | $31,028,610.74 |
| 2016-03-01 | $72.65 | $31,048,406.25 |
| 2016-04-01 | $76.64 | $32,751,301.02 |
| 2016-05-02 | $76.38 | $32,641,842.33 |
| 2016-06-01 | $75.57 | $32,296,199.84 |
| 2016-07-01 | $78.59 | $33,588,170.32 |
| 2016-08-01 | $81.04 | $34,638,496.58 |
| 2016-09-01 | $80.39 | $34,359,315.55 |
| 2016-10-03 | $81.11 | $34,667,753.41 |
| 2016-11-01 | $79.95 | $34,175,549.88 |
| 2016-12-01 | $74.75 | $31,951,544.65 |
| 2017-01-03 | $78.99 | $33,765,806.81 |
| 2017-02-01 | $77.75 | $33,237,661.02 |
| 2017-03-01 | $83.39 | $35,650,156.67 |
| 2017-04-03 | $85.01 | $36,343,169.32 |
| 2017-05-01 | $85.33 | $36,480,633.03 |
| 2017-06-01 | $89.70 | $38,351,536.16 |
| 2017-07-03 | $88.33 | $37,766,929.77 |
| 2017-08-01 | $88.70 | $37,924,957.62 |
| 2017-09-01 | $89.26 | $38,165,005.72 |
| 2017-10-02 | $84.08 | $35,952,015.20 |
| 2017-11-01 | $84.86 | $36,285,775.29 |
| 2017-12-01 | $90.61 | $38,744,761.30 |
| 2018-01-02 | $91.60 | $39,170,439.14 |
| 2018-02-01 | $93.34 | $39,914,637.83 |
| 2018-03-01 | $84.51 | $36,139,518.03 |
| 2018-04-02 | $83.67 | $35,782,869.51 |
| 2018-05-01 | $77.48 | $33,136,512.65 |
| 2018-06-01 | $79.08 | $33,820,096.21 |
| 2018-07-02 | $86.40 | $36,951,774.87 |
| 2018-08-01 | $89.62 | $38,329,234.11 |
| 2018-09-04 | $87.56 | $37,449,680.26 |
| 2018-10-01 | $88.05 | $37,661,795.50 |
| 2018-11-01 | $88.69 | $37,934,938.65 |
| 2018-12-03 | $94.63 | $40,477,189.59 |
| 2019-01-02 | $87.61 | $37,473,428.61 |
| 2019-02-01 | $89.94 | $38,472,308.92 |
| 2019-03-01 | $93.89 | $40,164,617.90 |
| 2019-04-01 | $98.60 | $42,177,657.96 |
| 2019-05-01 | $102.83 | $43,990,219.39 |
| 2019-06-03 | $104.24 | $44,592,779.42 |
| 2019-07-01 | $107.35 | $45,926,746.87 |
| 2019-08-01 | $103.50 | $44,280,432.95 |
| 2019-09-03 | $111.90 | $47,875,693.34 |
| 2019-10-01 | $112.60 | $48,175,983.56 |
| 2019-11-01 | $112.24 | $48,022,657.81 |
| 2019-12-02 | $111.38 | $47,655,424.66 |
| 2020-01-02 | $112.11 | $47,969,025.78 |
| 2020-02-03 | $117.63 | $50,332,791.64 |
| 2020-03-02 | $113.57 | $48,592,592.82 |
| 2020-04-01 | $98.16 | $42,002,108.22 |
| 2020-05-01 | $108.15 | $46,277,278.07 |
| 2020-06-01 | $110.52 | $47,291,738.22 |
| 2020-07-01 | $110.85 | $47,434,037.87 |
| 2020-08-03 | $114.48 | $48,990,375.54 |
| 2020-09-01 | $116.57 | $49,883,740.99 |
| 2020-10-01 | $118.76 | $50,824,576.45 |
| 2020-11-02 | $114.00 | $48,786,107.08 |
| 2020-12-01 | $123.21 | $52,728,984.87 |
| 2021-01-04 | $122.56 | $52,451,223.89 |
| 2021-02-01 | $116.36 | $49,801,841.24 |
| 2021-03-01 | $110.96 | $47,490,539.08 |
| 2021-04-01 | $120.98 | $51,777,443.64 |
| 2021-05-03 | $124.84 | $53,431,295.73 |
| 2021-06-01 | $126.41 | $54,106,656.90 |
| 2021-07-01 | $127.83 | $54,713,367.32 |
| 2021-08-02 | $134.83 | $57,712,170.91 |
| 2021-09-01 | $136.20 | $58,300,187.77 |
| 2021-10-01 | $131.09 | $56,113,560.70 |
| 2021-11-01 | $140.05 | $59,947,131.91 |
| 2021-12-01 | $139.09 | $59,539,232.15 |
| 2022-01-03 | $151.24 | $64,740,578.15 |
| 2022-02-01 | $150.68 | $64,502,046.24 |
| 2022-03-01 | $141.88 | $60,734,135.63 |
| 2022-04-01 | $149.40 | $63,956,371.87 |
| 2022-05-02 | $147.64 | $63,203,873.86 |
| 2022-06-01 | $146.52 | $62,726,406.75 |
| 2022-07-01 | $150.11 | $64,263,891.52 |
| 2022-08-01 | $156.81 | $67,133,021.45 |
| 2022-09-01 | $154.21 | $66,019,231.76 |
| 2022-10-03 | $147.43 | $63,117,458.44 |
| 2022-11-01 | $161.27 | $69,042,521.08 |
| 2022-12-01 | $166.89 | $71,449,690.70 |
| 2023-01-03 | $161.06 | $68,956,307.07 |
| 2023-02-01 | $154.01 | $65,940,147.62 |
| 2023-03-01 | $153.81 | $65,852,749.09 |
| 2023-04-03 | $164.94 | $70,621,083.84 |
| 2023-05-01 | $173.24 | $74,174,422.96 |
| 2023-06-01 | $165.81 | $70,995,578.79 |
| 2023-07-03 | $168.91 | $72,325,389.41 |
| 2023-08-01 | $170.02 | $72,801,793.02 |
| 2023-09-01 | $160.68 | $68,802,001.51 |
| 2023-10-02 | $155.04 | $66,389,504.06 |
| 2023-11-01 | $151.10 | $64,703,017.31 |
| 2023-12-01 | $155.78 | $66,707,979.22 |
| 2024-01-02 | $159.68 | $68,377,771.35 |
| 2024-02-01 | $158.56 | $67,900,274.30 |
| 2024-03-01 | $153.16 | $65,586,268.72 |
| 2024-04-01 | $160.96 | $68,930,529.83 |
| 2024-05-01 | $162.98 | $69,796,248.94 |
| 2024-06-03 | $159.34 | $68,235,166.18 |
| 2024-07-01 | $152.77 | $65,424,502.78 |
| 2024-08-01 | $164.09 | $70,273,401.96 |
| 2024-09-03 | $166.51 | $71,310,663.12 |
| 2024-10-01 | $161.96 | $69,361,620.43 |
| 2024-11-01 | $156.48 | $67,019,251.00 |
| 2024-12-02 | $154.08 | $65,992,237.86 |
| 2025-01-02 | $143.16 | $61,314,089.11 |
| 2025-02-03 | $143.22 | $61,339,576.65 |
| 2025-03-03 | $148.67 | $63,675,459.79 |
| 2025-04-01 | $143.91 | $61,636,798.49 |
| 2025-05-01 | $128.41 | $54,999,289.01 |
| 2025-06-02 | $125.87 | $53,913,076.42 |
| 2025-07-01 | $131.48 | $56,316,762.09 |
| 2025-08-01 | $135.39 | $57,991,523.93 |
| 2025-09-02 | $146.08 | $62,572,564.11 |
| 2025-10-01 | $140.50 | $60,183,681.14 |
| 2025-11-03 | $140.95 | $60,378,088.38 |
| 2025-12-01 | $146.75 | $62,864,010.67 |
| 2026-01-02 | $140.97 | $60,388,938.42 |
| 2026-02-02 | $153.83 | $65,896,824.49 |
| 2026-03-02 | $165.80 | $71,026,910.01 |
| 2026-04-01 | $154.65 | $66,251,873.96 |
| 2026-05-01 | $157.41 | $67,435,258.87 |