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 2026-11-04.
The Dollar Cost Averaging (DCA) strategy follows these rules:
- At the very beginning of the backtest period, if the initial trading date falls before the 5th day of the month, we make a $1,000 purchase on that date. Otherwise, we wait until the next month to begin investing.
- For every subsequent month, we purchase $1,000 worth of the underlying stock on the first trading day of the month.
Note: All prices and share counts in this simulation use adjusted close values. Adjusted close prices retroactively account for stock splits and dividend reinvestment, To achieve similar results in practice, you would need to reinvest all dividends as they are paid.
Performance Overview
Portfolio Value Trend (Monthly, Normalized)
Over 54 years, portfolio value grew from $1,000.00 to $60,066,762.53.
| Total Invested | $654,000.00 |
| Final Portfolio Value | $60,066,762.53 |
| Total Gain | 9,084.52% |
| Annualized Return | 12.41% |
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 9,084.52%, with an annualized return of 12.41%.
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 $12,295.35. 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
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 | $4,037.80 |
| 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 | $9,810.18 |
| 1973-04-02 | $0.35 | $10,753.43 |
| 1973-05-01 | $0.36 | $11,883.76 |
| 1973-06-01 | $0.36 | $12,794.82 |
| 1973-07-02 | $0.35 | $13,565.58 |
| 1973-08-01 | $0.37 | $15,255.35 |
| 1973-09-04 | $0.35 | $15,571.08 |
| 1973-10-01 | $0.38 | $17,698.72 |
| 1973-11-01 | $0.37 | $18,342.71 |
| 1973-12-03 | $0.28 | $15,147.03 |
| 1974-01-02 | $0.30 | $17,055.38 |
| 1974-02-01 | $0.28 | $17,041.27 |
| 1974-03-01 | $0.28 | $17,584.23 |
| 1974-04-01 | $0.26 | $17,520.01 |
| 1974-05-01 | $0.26 | $18,667.54 |
| 1974-06-03 | $0.25 | $18,514.48 |
| 1974-07-01 | $0.27 | $21,254.10 |
| 1974-08-01 | $0.22 | $18,168.46 |
| 1974-09-03 | $0.18 | $16,492.55 |
| 1974-10-01 | $0.14 | $13,789.14 |
| 1974-11-01 | $0.19 | $19,261.28 |
| 1974-12-02 | $0.17 | $18,183.54 |
| 1975-01-02 | $0.19 | $21,576.82 |
| 1975-02-03 | $0.23 | $26,414.10 |
| 1975-03-03 | $0.24 | $28,983.27 |
| 1975-04-01 | $0.27 | $33,377.80 |
| 1975-05-01 | $0.30 | $37,961.55 |
| 1975-06-02 | $0.30 | $40,044.11 |
| 1975-07-01 | $0.30 | $40,880.40 |
| 1975-08-01 | $0.27 | $37,533.04 |
| 1975-09-02 | $0.27 | $38,219.61 |
| 1975-10-01 | $0.26 | $38,344.73 |
| 1975-11-03 | $0.32 | $47,163.38 |
| 1975-12-01 | $0.32 | $49,353.12 |
| 1976-01-02 | $0.32 | $50,198.57 |
| 1976-02-02 | $0.34 | $54,580.69 |
| 1976-03-01 | $0.32 | $52,135.45 |
| 1976-04-01 | $0.34 | $56,490.43 |
| 1976-05-03 | $0.34 | $56,638.81 |
| 1976-06-01 | $0.34 | $57,638.81 |
| 1976-07-01 | $0.35 | $59,921.87 |
| 1976-08-02 | $0.38 | $66,141.19 |
| 1976-09-01 | $0.39 | $70,504.28 |
| 1976-10-01 | $0.40 | $71,920.21 |
| 1976-11-01 | $0.39 | $70,916.57 |
| 1976-12-01 | $0.38 | $70,419.09 |
| 1977-01-03 | $0.37 | $70,867.25 |
| 1977-02-01 | $0.34 | $65,112.80 |
| 1977-03-01 | $0.36 | $69,261.58 |
| 1977-04-01 | $0.34 | $67,005.44 |
| 1977-05-02 | $0.33 | $67,071.58 |
| 1977-06-01 | $0.33 | $67,123.63 |
| 1977-07-01 | $0.32 | $66,504.14 |
| 1977-08-01 | $0.35 | $72,676.68 |
| 1977-09-01 | $0.37 | $78,172.24 |
| 1977-10-03 | $0.37 | $79,401.58 |
| 1977-11-01 | $0.36 | $77,690.35 |
| 1977-12-01 | $0.38 | $83,791.28 |
| 1978-01-03 | $0.40 | $89,506.86 |
| 1978-02-01 | $0.37 | $84,431.78 |
| 1978-03-01 | $0.36 | $82,562.63 |
| 1978-04-03 | $0.38 | $88,499.05 |
| 1978-05-01 | $0.43 | $100,508.48 |
| 1978-06-01 | $0.45 | $105,357.84 |
| 1978-07-03 | $0.43 | $102,429.37 |
| 1978-08-01 | $0.46 | $109,583.90 |
| 1978-09-01 | $0.47 | $114,583.85 |
| 1978-10-02 | $0.44 | $107,914.80 |
| 1978-11-01 | $0.41 | $100,718.81 |
| 1978-12-01 | $0.40 | $99,419.32 |
| 1979-01-02 | $0.39 | $97,605.55 |
| 1979-02-01 | $0.37 | $95,288.78 |
| 1979-03-01 | $0.36 | $91,979.24 |
| 1979-04-02 | $0.38 | $98,844.92 |
| 1979-05-01 | $0.37 | $96,879.54 |
| 1979-06-01 | $0.35 | $93,385.09 |
| 1979-07-02 | $0.38 | $101,172.29 |
| 1979-08-01 | $0.40 | $107,334.15 |
| 1979-09-04 | $0.43 | $116,670.81 |
| 1979-10-01 | $0.43 | $118,350.34 |
| 1979-11-01 | $0.37 | $101,678.17 |
| 1979-12-03 | $0.39 | $110,790.77 |
| 1980-01-02 | $0.38 | $109,185.53 |
| 1980-02-01 | $0.39 | $110,742.57 |
| 1980-03-03 | $0.33 | $94,878.16 |
| 1980-04-01 | $0.37 | $108,162.53 |
| 1980-05-01 | $0.38 | $110,907.05 |
| 1980-06-02 | $0.41 | $121,296.03 |
| 1980-07-01 | $0.39 | $116,648.41 |
| 1980-08-01 | $0.44 | $133,967.12 |
| 1980-09-02 | $0.43 | $130,704.51 |
| 1980-10-01 | $0.41 | $126,516.03 |
| 1980-11-03 | $0.41 | $126,263.37 |
| 1980-12-01 | $0.41 | $127,894.60 |
| 1981-01-02 | $0.46 | $142,818.74 |
| 1981-02-02 | $0.49 | $156,153.06 |
| 1981-03-02 | $0.55 | $173,487.01 |
| 1981-04-01 | $0.56 | $180,194.88 |
| 1981-05-01 | $0.55 | $177,857.94 |
| 1981-06-01 | $0.58 | $187,583.01 |
| 1981-07-01 | $0.59 | $191,213.49 |
| 1981-08-03 | $0.58 | $189,471.96 |
| 1981-09-01 | $0.56 | $182,204.24 |
| 1981-10-01 | $0.55 | $181,069.78 |
| 1981-11-02 | $0.63 | $209,547.32 |
| 1981-12-01 | $0.67 | $221,874.34 |
| 1982-01-04 | $0.63 | $210,699.37 |
| 1982-02-01 | $0.64 | $214,585.74 |
| 1982-03-01 | $0.58 | $195,287.11 |
| 1982-04-01 | $0.64 | $218,441.68 |
| 1982-05-03 | $0.67 | $229,067.85 |
| 1982-06-01 | $0.67 | $227,836.87 |
| 1982-07-01 | $0.68 | $233,606.75 |
| 1982-08-02 | $0.69 | $237,640.70 |
| 1982-09-01 | $0.75 | $259,205.84 |
| 1982-10-01 | $0.81 | $282,739.47 |
| 1982-11-01 | $0.76 | $264,373.61 |
| 1982-12-01 | $0.75 | $262,263.24 |
| 1983-01-03 | $0.62 | $218,553.87 |
| 1983-02-01 | $0.61 | $215,594.47 |
| 1983-03-01 | $0.67 | $236,483.34 |
| 1983-04-04 | $0.66 | $235,185.72 |
| 1983-05-02 | $0.70 | $251,594.14 |
| 1983-06-01 | $0.65 | $235,495.85 |
| 1983-07-01 | $0.66 | $239,111.02 |
| 1983-08-01 | $0.63 | $227,657.02 |
| 1983-09-01 | $0.63 | $229,490.99 |
| 1983-10-03 | $0.63 | $228,999.40 |
| 1983-11-01 | $0.68 | $250,430.46 |
| 1983-12-01 | $0.69 | $253,139.66 |
| 1984-01-03 | $0.71 | $263,054.42 |
| 1984-02-01 | $0.68 | $254,472.87 |
| 1984-03-01 | $0.70 | $260,719.69 |
| 1984-04-02 | $0.72 | $270,768.42 |
| 1984-05-01 | $0.78 | $294,035.68 |
| 1984-06-01 | $0.79 | $297,717.01 |
| 1984-07-02 | $0.80 | $303,572.27 |
| 1984-08-01 | $0.85 | $323,659.35 |
| 1984-09-04 | $0.82 | $312,806.97 |
| 1984-10-01 | $0.84 | $320,633.56 |
| 1984-11-01 | $0.87 | $332,753.89 |
| 1984-12-03 | $0.81 | $311,446.13 |
| 1985-01-02 | $0.82 | $317,534.07 |
| 1985-02-01 | $0.84 | $324,204.30 |
| 1985-03-01 | $0.95 | $368,810.56 |
| 1985-04-01 | $1.07 | $414,263.12 |
| 1985-05-01 | $1.05 | $409,495.82 |
| 1985-06-03 | $1.16 | $453,854.26 |
| 1985-07-01 | $1.19 | $467,001.28 |
| 1985-08-01 | $1.16 | $454,351.76 |
| 1985-09-03 | $1.18 | $462,191.41 |
| 1985-10-01 | $1.22 | $482,498.47 |
| 1985-11-01 | $1.28 | $506,239.25 |
| 1985-12-02 | $1.37 | $540,922.22 |
| 1986-01-02 | $1.45 | $576,347.80 |
| 1986-02-03 | $1.45 | $576,347.47 |
| 1986-03-03 | $1.57 | $623,454.98 |
| 1986-04-01 | $1.70 | $677,429.38 |
| 1986-05-01 | $1.81 | $719,883.49 |
| 1986-06-02 | $2.05 | $818,083.20 |
| 1986-07-01 | $2.13 | $850,350.66 |
| 1986-08-01 | $1.91 | $762,645.52 |
| 1986-09-02 | $1.90 | $760,582.20 |
| 1986-10-01 | $1.62 | $651,777.96 |
| 1986-11-03 | $1.70 | $683,668.23 |
| 1986-12-01 | $1.68 | $675,387.39 |
| 1987-01-02 | $1.63 | $655,444.86 |
| 1987-02-02 | $1.95 | $787,534.22 |
| 1987-03-02 | $2.05 | $829,160.92 |
| 1987-04-01 | $2.08 | $843,399.22 |
| 1987-05-01 | $1.98 | $803,487.57 |
| 1987-06-01 | $2.15 | $873,807.94 |
| 1987-07-01 | $2.22 | $901,199.96 |
| 1987-08-03 | $2.38 | $965,665.22 |
| 1987-09-01 | $2.47 | $1,004,784.16 |
| 1987-10-01 | $2.52 | $1,026,179.80 |
| 1987-11-02 | $2.15 | $876,929.04 |
| 1987-12-01 | $1.97 | $804,318.09 |
| 1988-01-04 | $2.19 | $896,770.68 |
| 1988-02-01 | $2.08 | $849,383.76 |
| 1988-03-01 | $2.24 | $918,205.04 |
| 1988-04-04 | $2.18 | $894,400.63 |
| 1988-05-02 | $2.23 | $914,915.33 |
| 1988-06-01 | $2.37 | $974,521.73 |
| 1988-07-01 | $2.35 | $967,917.57 |
| 1988-08-01 | $2.31 | $952,512.58 |
| 1988-09-01 | $2.26 | $930,520.09 |
| 1988-10-03 | $2.50 | $1,033,000.59 |
| 1988-11-01 | $2.64 | $1,090,285.66 |
| 1988-12-01 | $2.50 | $1,031,635.04 |
| 1989-01-03 | $2.55 | $1,054,951.12 |
| 1989-02-01 | $2.60 | $1,075,981.39 |
| 1989-03-01 | $2.60 | $1,076,981.39 |
| 1989-04-03 | $2.91 | $1,207,973.38 |
| 1989-05-01 | $3.13 | $1,299,823.30 |
| 1989-06-01 | $3.53 | $1,465,826.34 |
| 1989-07-03 | $3.46 | $1,439,669.33 |
| 1989-08-01 | $3.94 | $1,640,528.10 |
| 1989-09-01 | $3.83 | $1,594,047.15 |
| 1989-10-02 | $3.89 | $1,618,888.73 |
| 1989-11-01 | $4.03 | $1,677,827.47 |
| 1989-12-01 | $4.21 | $1,757,263.29 |
| 1990-01-02 | $4.22 | $1,761,689.86 |
| 1990-02-01 | $3.83 | $1,598,172.68 |
| 1990-03-01 | $3.79 | $1,585,454.62 |
| 1990-04-02 | $4.15 | $1,734,776.63 |
| 1990-05-01 | $4.34 | $1,815,101.21 |
| 1990-06-01 | $4.95 | $2,071,457.83 |
| 1990-07-02 | $5.16 | $2,160,501.57 |
| 1990-08-01 | $5.11 | $2,140,694.19 |
| 1990-09-04 | $4.94 | $2,068,834.71 |
| 1990-10-01 | $4.91 | $2,060,634.27 |
| 1990-11-01 | $4.82 | $2,019,793.96 |
| 1990-12-03 | $5.19 | $2,177,773.50 |
| 1991-01-02 | $5.16 | $2,165,964.74 |
| 1991-02-01 | $5.41 | $2,272,108.88 |
| 1991-03-01 | $6.61 | $2,778,022.21 |
| 1991-04-01 | $6.83 | $2,871,905.26 |
| 1991-05-01 | $6.61 | $2,777,876.24 |
| 1991-06-03 | $6.20 | $2,609,881.46 |
| 1991-07-01 | $5.88 | $2,472,598.10 |
| 1991-08-01 | $6.41 | $2,696,450.22 |
| 1991-09-03 | $6.35 | $2,676,218.52 |
| 1991-10-01 | $5.87 | $2,475,013.09 |
| 1991-11-01 | $5.82 | $2,454,677.28 |
| 1991-12-02 | $6.20 | $2,615,764.67 |
| 1992-01-02 | $6.89 | $2,905,878.54 |
| 1992-02-03 | $6.81 | $2,874,712.21 |
| 1992-03-02 | $6.61 | $2,789,898.97 |
| 1992-04-01 | $7.09 | $2,995,361.34 |
| 1992-05-01 | $7.40 | $3,125,659.50 |
| 1992-06-01 | $7.35 | $3,105,103.04 |
| 1992-07-01 | $7.22 | $3,052,550.03 |
| 1992-08-03 | $7.66 | $3,237,565.96 |
| 1992-09-01 | $7.63 | $3,227,739.80 |
| 1992-10-01 | $8.04 | $3,402,848.35 |
| 1992-11-02 | $8.28 | $3,501,691.43 |
| 1992-12-01 | $8.38 | $3,546,191.99 |
| 1993-01-04 | $8.48 | $3,590,971.65 |
| 1993-02-01 | $8.71 | $3,690,203.61 |
| 1993-03-01 | $8.09 | $3,429,177.34 |
| 1993-04-01 | $8.84 | $3,747,736.96 |
| 1993-05-03 | $7.65 | $3,244,655.97 |
| 1993-06-01 | $7.50 | $3,179,885.13 |
| 1993-07-01 | $7.61 | $3,228,124.29 |
| 1993-08-02 | $7.79 | $3,306,246.39 |
| 1993-09-01 | $8.21 | $3,483,578.56 |
| 1993-10-01 | $8.09 | $3,432,512.26 |
| 1993-11-01 | $8.11 | $3,444,585.04 |
| 1993-12-01 | $8.35 | $3,545,267.41 |
| 1994-01-03 | $8.51 | $3,616,169.06 |
| 1994-02-01 | $8.30 | $3,528,155.80 |
| 1994-03-01 | $8.20 | $3,484,634.93 |
| 1994-04-04 | $7.63 | $3,243,227.22 |
| 1994-05-02 | $7.94 | $3,378,430.44 |
| 1994-06-01 | $7.63 | $3,245,187.48 |
| 1994-07-01 | $6.45 | $2,745,155.10 |
| 1994-08-01 | $6.53 | $2,779,908.05 |
| 1994-09-01 | $7.11 | $3,028,512.51 |
| 1994-10-03 | $7.15 | $3,045,810.60 |
| 1994-11-01 | $7.55 | $3,216,648.98 |
| 1994-12-01 | $7.47 | $3,183,672.90 |
| 1995-01-03 | $7.69 | $3,280,433.73 |
| 1995-02-01 | $7.93 | $3,383,948.76 |
| 1995-03-01 | $8.28 | $3,533,065.23 |
| 1995-04-03 | $8.51 | $3,630,651.58 |
| 1995-05-01 | $9.02 | $3,849,262.36 |
| 1995-06-01 | $10.33 | $4,411,610.56 |
| 1995-07-03 | $9.73 | $4,155,471.71 |
| 1995-08-01 | $10.02 | $4,283,094.51 |
| 1995-09-01 | $9.81 | $4,191,981.22 |
| 1995-10-02 | $11.04 | $4,720,113.27 |
| 1995-11-01 | $11.39 | $4,871,506.20 |
| 1995-12-01 | $11.94 | $5,103,935.97 |
| 1996-01-02 | $12.11 | $5,180,859.36 |
| 1996-02-01 | $13.06 | $5,588,427.08 |
| 1996-03-01 | $13.93 | $5,961,215.71 |
| 1996-04-01 | $13.95 | $5,968,476.54 |
| 1996-05-01 | $13.95 | $5,969,476.54 |
| 1996-06-03 | $14.60 | $6,250,293.99 |
| 1996-07-01 | $15.58 | $6,670,754.01 |
| 1996-08-01 | $14.05 | $6,016,378.62 |
| 1996-09-03 | $12.52 | $5,361,897.94 |
| 1996-10-01 | $12.46 | $5,337,505.73 |
| 1996-11-01 | $13.17 | $5,644,180.34 |
| 1996-12-02 | $13.17 | $5,645,180.34 |
| 1997-01-02 | $13.00 | $5,573,544.34 |
| 1997-02-03 | $15.04 | $6,448,363.40 |
| 1997-03-03 | $14.71 | $6,307,639.38 |
| 1997-04-01 | $14.10 | $6,046,541.28 |
| 1997-05-01 | $15.43 | $6,616,630.12 |
| 1997-06-02 | $16.70 | $7,163,081.88 |
| 1997-07-01 | $16.98 | $7,283,152.45 |
| 1997-08-01 | $16.89 | $7,248,453.21 |
| 1997-09-02 | $16.34 | $7,011,407.73 |
| 1997-10-01 | $17.90 | $7,680,152.23 |
| 1997-11-03 | $18.08 | $7,761,614.32 |
| 1997-12-01 | $18.23 | $7,827,511.14 |
| 1998-01-02 | $17.48 | $7,504,214.00 |
| 1998-02-02 | $17.72 | $7,609,436.49 |
| 1998-03-02 | $17.96 | $7,714,680.86 |
| 1998-04-01 | $21.25 | $9,125,448.01 |
| 1998-05-01 | $19.18 | $8,237,437.14 |
| 1998-06-01 | $20.21 | $8,682,990.81 |
| 1998-07-01 | $20.52 | $8,815,893.16 |
| 1998-08-03 | $19.24 | $8,265,895.69 |
| 1998-09-01 | $15.82 | $6,797,405.66 |
| 1998-10-01 | $14.53 | $6,246,644.46 |
| 1998-11-02 | $17.57 | $7,552,325.26 |
| 1998-12-01 | $20.08 | $8,634,107.17 |
| 1999-01-04 | $20.03 | $8,610,852.15 |
| 1999-02-01 | $18.77 | $8,069,539.80 |
| 1999-03-01 | $18.70 | $8,044,079.98 |
| 1999-04-01 | $19.08 | $8,205,137.49 |
| 1999-05-03 | $18.49 | $7,953,872.13 |
| 1999-06-01 | $17.96 | $7,729,134.97 |
| 1999-07-01 | $18.75 | $8,066,092.08 |
| 1999-08-02 | $19.12 | $8,227,082.08 |
| 1999-09-01 | $16.79 | $7,228,031.87 |
| 1999-10-01 | $15.62 | $6,722,532.26 |
| 1999-11-01 | $16.71 | $7,192,236.94 |
| 1999-12-01 | $17.16 | $7,390,785.31 |
| 2000-01-03 | $18.42 | $7,933,146.17 |
| 2000-02-01 | $16.99 | $7,315,626.20 |
| 2000-03-01 | $16.27 | $7,007,325.99 |
| 2000-04-03 | $18.13 | $7,809,379.72 |
| 2000-05-01 | $18.57 | $7,999,541.52 |
| 2000-06-01 | $20.10 | $8,662,662.23 |
| 2000-07-03 | $21.65 | $9,330,696.35 |
| 2000-08-01 | $23.10 | $9,955,544.88 |
| 2000-09-01 | $21.30 | $9,183,431.72 |
| 2000-10-02 | $23.93 | $10,316,971.41 |
| 2000-11-01 | $24.25 | $10,454,085.84 |
| 2000-12-01 | $21.41 | $9,229,993.93 |
| 2001-01-02 | $25.02 | $10,789,894.35 |
| 2001-02-01 | $22.13 | $9,544,175.28 |
| 2001-03-01 | $23.21 | $10,012,886.43 |
| 2001-04-02 | $22.39 | $9,658,711.39 |
| 2001-05-01 | $22.70 | $9,791,267.03 |
| 2001-06-01 | $22.78 | $9,827,356.06 |
| 2001-07-02 | $23.04 | $9,943,305.66 |
| 2001-08-01 | $22.28 | $9,614,257.62 |
| 2001-09-04 | $24.12 | $10,409,655.76 |
| 2001-10-01 | $25.03 | $10,804,706.09 |
| 2001-11-01 | $24.80 | $10,706,360.32 |
| 2001-12-03 | $24.95 | $10,771,385.04 |
| 2002-01-02 | $25.22 | $10,886,658.56 |
| 2002-02-01 | $25.71 | $11,102,512.49 |
| 2002-03-01 | $26.29 | $11,353,829.59 |
| 2002-04-01 | $26.46 | $11,427,586.49 |
| 2002-05-01 | $27.23 | $11,759,657.79 |
| 2002-06-03 | $26.32 | $11,367,335.50 |
| 2002-07-01 | $25.30 | $10,926,617.07 |
| 2002-08-01 | $21.93 | $9,474,304.14 |
| 2002-09-03 | $19.83 | $8,565,767.76 |
| 2002-10-01 | $19.53 | $8,439,194.09 |
| 2002-11-01 | $22.95 | $9,917,608.04 |
| 2002-12-02 | $21.87 | $9,450,709.21 |
| 2003-01-02 | $22.41 | $9,684,842.54 |
| 2003-02-03 | $21.18 | $9,155,534.25 |
| 2003-03-03 | $19.81 | $8,565,490.44 |
| 2003-04-01 | $20.87 | $9,022,679.42 |
| 2003-05-01 | $22.84 | $9,876,752.03 |
| 2003-06-02 | $23.02 | $9,954,492.08 |
| 2003-07-01 | $23.25 | $10,057,204.31 |
| 2003-08-01 | $23.76 | $10,275,708.16 |
| 2003-09-02 | $23.54 | $10,183,807.28 |
| 2003-10-01 | $24.54 | $10,617,237.35 |
| 2003-11-03 | $25.14 | $10,877,523.60 |
| 2003-12-01 | $25.61 | $11,080,969.77 |
| 2004-01-02 | $24.51 | $10,605,921.15 |
| 2004-02-02 | $25.29 | $10,944,770.93 |
| 2004-03-01 | $27.51 | $11,909,209.22 |
| 2004-04-01 | $28.65 | $12,402,179.64 |
| 2004-05-03 | $29.03 | $12,568,081.03 |
| 2004-06-01 | $28.29 | $12,246,121.96 |
| 2004-07-01 | $28.45 | $12,319,299.58 |
| 2004-08-02 | $27.14 | $11,752,072.19 |
| 2004-09-01 | $26.43 | $11,444,773.25 |
| 2004-10-01 | $26.73 | $11,576,152.13 |
| 2004-11-01 | $26.31 | $11,396,851.17 |
| 2004-12-01 | $27.12 | $11,749,241.92 |
| 2005-01-03 | $27.85 | $12,064,122.20 |
| 2005-02-01 | $28.89 | $12,515,731.70 |
| 2005-03-01 | $28.99 | $12,558,539.64 |
| 2005-04-01 | $28.41 | $12,310,128.99 |
| 2005-05-02 | $30.11 | $13,046,097.28 |
| 2005-06-01 | $30.60 | $13,259,433.27 |
| 2005-07-01 | $28.95 | $12,546,371.17 |
| 2005-08-01 | $29.54 | $12,805,285.28 |
| 2005-09-01 | $29.73 | $12,886,012.73 |
| 2005-10-03 | $30.72 | $13,315,558.80 |
| 2005-11-01 | $31.83 | $13,799,607.92 |
| 2005-12-01 | $32.54 | $14,106,948.45 |
| 2006-01-03 | $32.62 | $14,145,977.75 |
| 2006-02-01 | $31.26 | $13,557,555.46 |
| 2006-03-01 | $32.35 | $14,027,283.53 |
| 2006-04-03 | $31.72 | $13,756,680.85 |
| 2006-05-01 | $31.89 | $13,833,783.74 |
| 2006-06-01 | $33.50 | $14,531,577.66 |
| 2006-07-03 | $33.21 | $14,406,590.04 |
| 2006-08-01 | $34.81 | $15,100,786.00 |
| 2006-09-01 | $36.04 | $15,637,264.23 |
| 2006-10-02 | $35.61 | $15,451,162.39 |
| 2006-11-01 | $35.07 | $15,216,779.11 |
| 2006-12-01 | $34.30 | $14,883,898.79 |
| 2007-01-03 | $34.88 | $15,138,230.53 |
| 2007-02-01 | $36.36 | $15,781,253.81 |
| 2007-03-01 | $35.28 | $15,311,569.04 |
| 2007-04-02 | $35.42 | $15,375,819.52 |
| 2007-05-01 | $37.11 | $16,106,925.56 |
| 2007-06-01 | $38.39 | $16,665,845.12 |
| 2007-07-02 | $36.70 | $15,930,390.43 |
| 2007-08-01 | $37.33 | $16,207,052.48 |
| 2007-09-04 | $38.56 | $16,739,920.93 |
| 2007-10-01 | $41.82 | $18,157,681.28 |
| 2007-11-01 | $40.90 | $17,761,235.62 |
| 2007-12-03 | $43.27 | $18,790,271.08 |
| 2008-01-02 | $42.75 | $18,565,567.29 |
| 2008-02-01 | $39.08 | $16,973,619.17 |
| 2008-03-03 | $39.84 | $17,305,056.19 |
| 2008-04-01 | $41.18 | $17,885,184.86 |
| 2008-05-01 | $39.10 | $16,986,094.64 |
| 2008-06-02 | $38.56 | $16,751,526.93 |
| 2008-07-01 | $37.00 | $16,073,239.78 |
| 2008-08-01 | $38.28 | $16,630,810.14 |
| 2008-09-02 | $39.91 | $17,338,179.54 |
| 2008-10-01 | $41.41 | $17,993,424.70 |
| 2008-11-03 | $33.22 | $14,435,419.12 |
| 2008-12-01 | $31.01 | $13,474,398.26 |
| 2009-01-02 | $32.61 | $14,171,302.28 |
| 2009-02-02 | $29.21 | $12,693,638.43 |
| 2009-03-02 | $27.29 | $11,864,100.56 |
| 2009-04-01 | $30.69 | $13,341,951.15 |
| 2009-05-01 | $29.26 | $12,722,099.08 |
| 2009-06-01 | $31.23 | $13,576,521.87 |
| 2009-07-01 | $33.49 | $14,562,120.56 |
| 2009-08-03 | $33.30 | $14,480,677.82 |
| 2009-09-01 | $33.33 | $14,494,559.45 |
| 2009-10-01 | $34.92 | $15,186,519.57 |
| 2009-11-02 | $36.20 | $15,743,440.56 |
| 2009-12-01 | $38.15 | $16,593,964.29 |
| 2010-01-04 | $36.84 | $16,024,563.09 |
| 2010-02-01 | $36.52 | $15,884,259.31 |
| 2010-03-01 | $38.16 | $16,599,649.89 |
| 2010-04-01 | $40.40 | $17,575,145.63 |
| 2010-05-03 | $39.80 | $17,315,199.10 |
| 2010-06-01 | $38.02 | $16,543,881.30 |
| 2010-07-01 | $37.56 | $16,343,005.96 |
| 2010-08-02 | $39.85 | $17,340,203.82 |
| 2010-09-01 | $39.92 | $17,370,149.98 |
| 2010-10-01 | $41.21 | $17,935,962.83 |
| 2010-11-01 | $40.32 | $17,548,801.68 |
| 2010-12-01 | $40.67 | $17,702,695.54 |
| 2011-01-03 | $40.75 | $17,736,053.59 |
| 2011-02-01 | $40.31 | $17,548,230.96 |
| 2011-03-01 | $39.17 | $17,052,862.51 |
| 2011-04-01 | $40.73 | $17,730,758.31 |
| 2011-05-02 | $43.28 | $18,843,668.53 |
| 2011-06-01 | $44.21 | $19,250,499.38 |
| 2011-07-01 | $44.15 | $19,224,109.86 |
| 2011-08-01 | $40.17 | $17,491,404.43 |
| 2011-09-01 | $40.68 | $17,713,217.24 |
| 2011-10-03 | $38.23 | $16,648,390.38 |
| 2011-11-01 | $39.46 | $17,185,100.97 |
| 2011-12-01 | $40.97 | $17,844,088.11 |
| 2012-01-03 | $42.45 | $18,488,247.20 |
| 2012-02-01 | $42.43 | $18,483,676.08 |
| 2012-03-01 | $40.31 | $17,561,023.83 |
| 2012-04-02 | $43.01 | $18,738,376.02 |
| 2012-05-01 | $42.85 | $18,669,189.69 |
| 2012-06-01 | $43.85 | $19,104,824.81 |
| 2012-07-02 | $45.96 | $20,025,551.76 |
| 2012-08-01 | $47.03 | $20,490,683.12 |
| 2012-09-04 | $47.08 | $20,514,331.50 |
| 2012-10-01 | $46.23 | $20,146,907.41 |
| 2012-11-01 | $45.44 | $19,802,865.34 |
| 2012-12-03 | $45.72 | $19,926,491.72 |
| 2013-01-02 | $45.72 | $19,926,647.19 |
| 2013-02-01 | $47.92 | $20,887,618.96 |
| 2013-03-01 | $50.43 | $21,981,742.58 |
| 2013-04-01 | $52.54 | $22,900,454.64 |
| 2013-05-01 | $54.60 | $23,801,833.98 |
| 2013-06-03 | $54.06 | $23,568,324.57 |
| 2013-07-01 | $54.87 | $23,921,075.34 |
| 2013-08-01 | $56.32 | $24,551,880.65 |
| 2013-09-03 | $53.64 | $23,386,524.99 |
| 2013-10-01 | $53.77 | $23,442,727.80 |
| 2013-11-01 | $56.96 | $24,835,845.35 |
| 2013-12-02 | $56.38 | $24,584,252.25 |
| 2014-01-02 | $55.68 | $24,279,867.72 |
| 2014-02-03 | $53.29 | $23,236,929.83 |
| 2014-03-03 | $53.93 | $23,518,881.91 |
| 2014-04-01 | $56.61 | $24,687,066.90 |
| 2014-05-01 | $58.44 | $25,489,324.44 |
| 2014-06-02 | $60.02 | $26,175,444.93 |
| 2014-07-01 | $61.33 | $26,750,389.97 |
| 2014-08-01 | $60.63 | $26,445,260.42 |
| 2014-09-02 | $63.64 | $27,757,865.50 |
| 2014-10-01 | $64.21 | $28,008,255.89 |
| 2014-11-03 | $66.41 | $28,970,578.00 |
| 2014-12-01 | $69.07 | $30,132,449.63 |
| 2015-01-02 | $65.88 | $28,739,814.28 |
| 2015-02-02 | $66.50 | $29,011,666.90 |
| 2015-03-02 | $69.06 | $30,129,538.98 |
| 2015-04-01 | $66.78 | $29,134,502.89 |
| 2015-05-01 | $67.11 | $29,279,507.68 |
| 2015-06-01 | $67.40 | $29,406,142.52 |
| 2015-07-01 | $66.87 | $29,176,393.59 |
| 2015-08-03 | $68.94 | $30,081,805.13 |
| 2015-09-01 | $64.61 | $28,193,630.24 |
| 2015-10-01 | $66.91 | $29,197,289.77 |
| 2015-11-02 | $72.29 | $31,547,136.65 |
| 2015-12-01 | $72.05 | $31,442,349.84 |
| 2016-01-04 | $70.91 | $30,946,126.36 |
| 2016-02-01 | $71.09 | $31,028,616.70 |
| 2016-03-01 | $71.14 | $31,048,399.97 |
| 2016-04-01 | $75.04 | $32,751,303.80 |
| 2016-05-02 | $74.78 | $32,641,844.84 |
| 2016-06-01 | $73.99 | $32,296,209.32 |
| 2016-07-01 | $76.95 | $33,588,164.54 |
| 2016-08-01 | $79.35 | $34,638,499.01 |
| 2016-09-01 | $78.71 | $34,359,313.61 |
| 2016-10-03 | $79.41 | $34,667,747.19 |
| 2016-11-01 | $78.28 | $34,175,565.00 |
| 2016-12-01 | $73.19 | $31,951,546.33 |
| 2017-01-03 | $77.34 | $33,765,806.87 |
| 2017-02-01 | $76.13 | $33,237,660.00 |
| 2017-03-01 | $81.65 | $35,650,159.54 |
| 2017-04-03 | $83.24 | $36,343,170.04 |
| 2017-05-01 | $83.55 | $36,480,631.21 |
| 2017-06-01 | $87.83 | $38,351,525.35 |
| 2017-07-03 | $86.49 | $37,766,925.18 |
| 2017-08-01 | $86.85 | $37,924,958.87 |
| 2017-09-01 | $87.40 | $38,165,008.70 |
| 2017-10-02 | $82.33 | $35,952,006.24 |
| 2017-11-01 | $83.09 | $36,285,783.02 |
| 2017-12-01 | $88.72 | $38,744,765.20 |
| 2018-01-02 | $89.69 | $39,170,439.58 |
| 2018-02-01 | $91.39 | $39,914,637.05 |
| 2018-03-01 | $82.75 | $36,139,523.12 |
| 2018-04-02 | $81.93 | $35,782,868.11 |
| 2018-05-01 | $75.87 | $33,136,503.98 |
| 2018-06-01 | $77.43 | $33,820,098.75 |
| 2018-07-02 | $84.60 | $36,951,770.09 |
| 2018-08-01 | $87.75 | $38,329,224.22 |
| 2018-09-04 | $85.73 | $37,449,676.11 |
| 2018-10-01 | $86.22 | $37,661,795.74 |
| 2018-11-01 | $86.84 | $37,934,947.60 |
| 2018-12-03 | $92.66 | $40,477,186.19 |
| 2019-01-02 | $85.78 | $37,473,430.78 |
| 2019-02-01 | $88.06 | $38,472,304.08 |
| 2019-03-01 | $91.93 | $40,164,631.10 |
| 2019-04-01 | $96.54 | $42,177,648.68 |
| 2019-05-01 | $100.68 | $43,990,216.43 |
| 2019-06-03 | $102.06 | $44,592,789.39 |
| 2019-07-01 | $105.11 | $45,926,759.88 |
| 2019-08-01 | $101.34 | $44,280,429.85 |
| 2019-09-03 | $109.57 | $47,875,690.78 |
| 2019-10-01 | $110.25 | $48,175,970.14 |
| 2019-11-01 | $109.90 | $48,022,661.80 |
| 2019-12-02 | $109.06 | $47,655,427.02 |
| 2020-01-02 | $109.77 | $47,969,030.58 |
| 2020-02-03 | $115.18 | $50,332,796.14 |
| 2020-03-02 | $111.19 | $48,592,582.15 |
| 2020-04-01 | $96.11 | $42,002,119.13 |
| 2020-05-01 | $105.89 | $46,277,282.88 |
| 2020-06-01 | $108.21 | $47,291,733.84 |
| 2020-07-01 | $108.53 | $47,434,034.61 |
| 2020-08-03 | $112.09 | $48,990,362.77 |
| 2020-09-01 | $114.13 | $49,883,740.58 |
| 2020-10-01 | $116.29 | $50,824,582.88 |
| 2020-11-02 | $111.62 | $48,786,095.56 |
| 2020-12-01 | $120.64 | $52,728,960.28 |
| 2021-01-04 | $120.00 | $52,451,226.24 |
| 2021-02-01 | $113.94 | $49,801,864.69 |
| 2021-03-01 | $108.65 | $47,490,544.81 |
| 2021-04-01 | $118.45 | $51,777,436.26 |
| 2021-05-03 | $122.23 | $53,431,287.21 |
| 2021-06-01 | $123.78 | $54,106,639.33 |
| 2021-07-01 | $125.16 | $54,713,374.49 |
| 2021-08-02 | $132.02 | $57,712,158.82 |
| 2021-09-01 | $133.36 | $58,300,175.03 |
| 2021-10-01 | $128.36 | $56,113,542.76 |
| 2021-11-01 | $137.12 | $59,947,154.96 |
| 2021-12-01 | $136.19 | $59,539,224.28 |
| 2022-01-03 | $148.08 | $64,740,579.45 |
| 2022-02-01 | $147.54 | $64,502,044.90 |
| 2022-03-01 | $138.92 | $60,734,134.68 |
| 2022-04-01 | $146.28 | $63,956,362.70 |
| 2022-05-02 | $144.56 | $63,203,874.01 |
| 2022-06-01 | $143.47 | $62,726,401.62 |
| 2022-07-01 | $146.98 | $64,263,881.54 |
| 2022-08-01 | $153.54 | $67,133,030.92 |
| 2022-09-01 | $150.99 | $66,019,235.94 |
| 2022-10-03 | $144.35 | $63,117,447.11 |
| 2022-11-01 | $157.90 | $69,042,516.46 |
| 2022-12-01 | $163.40 | $71,449,682.41 |
| 2023-01-03 | $157.70 | $68,956,304.31 |
| 2023-02-01 | $150.80 | $65,940,143.39 |
| 2023-03-01 | $150.60 | $65,852,762.13 |
| 2023-04-03 | $161.50 | $70,621,078.31 |
| 2023-05-01 | $169.62 | $74,174,414.15 |
| 2023-06-01 | $162.35 | $70,995,594.15 |
| 2023-07-03 | $165.39 | $72,325,391.28 |
| 2023-08-01 | $166.48 | $72,801,812.83 |
| 2023-09-01 | $157.33 | $68,801,998.28 |
| 2023-10-02 | $151.81 | $66,389,515.77 |
| 2023-11-01 | $147.95 | $64,703,005.77 |
| 2023-12-01 | $152.53 | $66,707,976.55 |
| 2024-01-02 | $156.35 | $68,377,766.04 |
| 2024-02-01 | $155.25 | $67,900,266.08 |
| 2024-03-01 | $149.96 | $65,586,263.30 |
| 2024-04-01 | $157.60 | $68,930,536.87 |
| 2024-05-01 | $159.58 | $69,796,242.64 |
| 2024-06-03 | $156.01 | $68,235,157.36 |
| 2024-07-01 | $149.58 | $65,424,510.80 |
| 2024-08-01 | $160.67 | $70,273,403.26 |
| 2024-09-03 | $163.03 | $71,310,649.26 |
| 2024-10-01 | $158.58 | $69,361,612.03 |
| 2024-11-01 | $153.22 | $67,019,253.90 |
| 2024-12-02 | $150.87 | $65,992,239.14 |
| 2025-01-02 | $140.17 | $61,314,090.90 |
| 2025-02-03 | $140.23 | $61,339,579.81 |
| 2025-03-03 | $145.56 | $63,675,461.19 |
| 2025-04-01 | $140.90 | $61,636,794.51 |
| 2025-05-01 | $125.73 | $54,999,290.24 |
| 2025-06-02 | $123.24 | $53,913,074.50 |
| 2025-07-01 | $128.73 | $56,316,761.80 |
| 2025-08-01 | $132.56 | $57,991,529.66 |
| 2025-09-02 | $143.03 | $62,572,559.19 |
| 2025-10-01 | $137.57 | $60,183,686.42 |
| 2025-11-03 | $138.01 | $60,378,084.23 |
| 2025-12-01 | $143.69 | $62,864,011.13 |
| 2026-01-02 | $138.03 | $60,388,936.84 |
| 2026-02-02 | $150.62 | $65,896,827.30 |
| 2026-03-02 | $162.34 | $71,026,906.69 |
| 2026-04-01 | $151.42 | $66,251,873.41 |
| 2026-05-01 | $154.12 | $67,435,259.82 |
| 2026-06-01 | $138.57 | $60,628,896.51 |
| 2026-07-01 | $139.67 | $61,111,932.43 |
| 2026-08-03 | $138.15 | $60,450,556.16 |
| 2026-09-01 | $138.31 | $60,520,819.39 |
| 2026-10-01 | $125.60 | $54,959,293.84 |
| 2026-11-02 | $140.42 | $61,445,140.39 |