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 2025-12-21.
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 $62,905,698.57.
| Total Invested | $643,000.00 |
| Final Portfolio Value | $62,905,698.57 |
| Total Gain | 9,683.16% |
| Annualized Return | 12.78% |
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 9,683.16%, with an annualized return of 12.78%.
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 $12,295.35. 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 0.30, 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 | $0.38 | $1,000.00 |
| 1972-07-03 | $0.37 | $1,971.02 |
| 1972-08-01 | $0.39 | $3,076.93 |
| 1972-09-01 | $0.38 | $4,037.79 |
| 1972-10-02 | $0.36 | $4,811.22 |
| 1972-11-01 | $0.37 | $5,899.22 |
| 1972-12-01 | $0.38 | $7,155.33 |
| 1973-01-02 | $0.39 | $8,237.69 |
| 1973-02-01 | $0.36 | $8,757.26 |
| 1973-03-01 | $0.37 | $9,810.17 |
| 1973-04-02 | $0.36 | $10,753.42 |
| 1973-05-01 | $0.37 | $11,883.77 |
| 1973-06-01 | $0.37 | $12,794.81 |
| 1973-07-02 | $0.36 | $13,565.58 |
| 1973-08-01 | $0.38 | $15,255.36 |
| 1973-09-04 | $0.36 | $15,571.08 |
| 1973-10-01 | $0.39 | $17,698.72 |
| 1973-11-01 | $0.38 | $18,342.73 |
| 1973-12-03 | $0.29 | $15,147.03 |
| 1974-01-02 | $0.31 | $17,055.37 |
| 1974-02-01 | $0.29 | $17,041.28 |
| 1974-03-01 | $0.28 | $17,584.23 |
| 1974-04-01 | $0.27 | $17,520.00 |
| 1974-05-01 | $0.27 | $18,667.54 |
| 1974-06-03 | $0.25 | $18,514.48 |
| 1974-07-01 | $0.28 | $21,254.08 |
| 1974-08-01 | $0.22 | $18,168.44 |
| 1974-09-03 | $0.19 | $16,492.57 |
| 1974-10-01 | $0.15 | $13,789.13 |
| 1974-11-01 | $0.20 | $19,261.27 |
| 1974-12-02 | $0.17 | $18,183.53 |
| 1975-01-02 | $0.20 | $21,576.83 |
| 1975-02-03 | $0.23 | $26,414.10 |
| 1975-03-03 | $0.25 | $28,983.28 |
| 1975-04-01 | $0.27 | $33,377.81 |
| 1975-05-01 | $0.30 | $37,961.58 |
| 1975-06-02 | $0.31 | $40,044.10 |
| 1975-07-01 | $0.31 | $40,880.39 |
| 1975-08-01 | $0.28 | $37,533.02 |
| 1975-09-02 | $0.28 | $38,219.61 |
| 1975-10-01 | $0.27 | $38,344.72 |
| 1975-11-03 | $0.33 | $47,163.38 |
| 1975-12-01 | $0.33 | $49,353.08 |
| 1976-01-02 | $0.33 | $50,198.54 |
| 1976-02-02 | $0.35 | $54,580.68 |
| 1976-03-01 | $0.33 | $52,135.42 |
| 1976-04-01 | $0.35 | $56,490.40 |
| 1976-05-03 | $0.35 | $56,638.83 |
| 1976-06-01 | $0.35 | $57,638.83 |
| 1976-07-01 | $0.36 | $59,921.83 |
| 1976-08-02 | $0.39 | $66,141.24 |
| 1976-09-01 | $0.41 | $70,504.30 |
| 1976-10-01 | $0.41 | $71,920.29 |
| 1976-11-01 | $0.40 | $70,916.59 |
| 1976-12-01 | $0.39 | $70,419.12 |
| 1977-01-03 | $0.39 | $70,867.26 |
| 1977-02-01 | $0.35 | $65,112.77 |
| 1977-03-01 | $0.37 | $69,261.59 |
| 1977-04-01 | $0.35 | $67,005.50 |
| 1977-05-02 | $0.34 | $67,071.56 |
| 1977-06-01 | $0.34 | $67,123.59 |
| 1977-07-01 | $0.33 | $66,504.16 |
| 1977-08-01 | $0.36 | $72,676.72 |
| 1977-09-01 | $0.38 | $78,172.24 |
| 1977-10-03 | $0.38 | $79,401.62 |
| 1977-11-01 | $0.37 | $77,690.36 |
| 1977-12-01 | $0.39 | $83,791.22 |
| 1978-01-03 | $0.41 | $89,506.82 |
| 1978-02-01 | $0.39 | $84,431.75 |
| 1978-03-01 | $0.37 | $82,562.62 |
| 1978-04-03 | $0.39 | $88,498.97 |
| 1978-05-01 | $0.44 | $100,508.49 |
| 1978-06-01 | $0.46 | $105,357.71 |
| 1978-07-03 | $0.44 | $102,429.29 |
| 1978-08-01 | $0.47 | $109,583.92 |
| 1978-09-01 | $0.49 | $114,583.82 |
| 1978-10-02 | $0.45 | $107,914.85 |
| 1978-11-01 | $0.42 | $100,718.81 |
| 1978-12-01 | $0.41 | $99,419.25 |
| 1979-01-02 | $0.40 | $97,605.58 |
| 1979-02-01 | $0.39 | $95,288.77 |
| 1979-03-01 | $0.37 | $91,979.28 |
| 1979-04-02 | $0.39 | $98,844.93 |
| 1979-05-01 | $0.38 | $96,879.56 |
| 1979-06-01 | $0.36 | $93,385.12 |
| 1979-07-02 | $0.39 | $101,172.34 |
| 1979-08-01 | $0.41 | $107,334.20 |
| 1979-09-04 | $0.44 | $116,670.71 |
| 1979-10-01 | $0.44 | $118,350.38 |
| 1979-11-01 | $0.38 | $101,678.25 |
| 1979-12-03 | $0.41 | $110,790.75 |
| 1980-01-02 | $0.40 | $109,185.51 |
| 1980-02-01 | $0.40 | $110,742.59 |
| 1980-03-03 | $0.34 | $94,878.12 |
| 1980-04-01 | $0.38 | $108,162.58 |
| 1980-05-01 | $0.39 | $110,907.12 |
| 1980-06-02 | $0.42 | $121,296.06 |
| 1980-07-01 | $0.40 | $116,648.45 |
| 1980-08-01 | $0.46 | $133,967.09 |
| 1980-09-02 | $0.44 | $130,704.56 |
| 1980-10-01 | $0.43 | $126,516.02 |
| 1980-11-03 | $0.42 | $126,263.44 |
| 1980-12-01 | $0.42 | $127,894.64 |
| 1981-01-02 | $0.47 | $142,818.72 |
| 1981-02-02 | $0.51 | $156,153.05 |
| 1981-03-02 | $0.56 | $173,487.02 |
| 1981-04-01 | $0.58 | $180,194.84 |
| 1981-05-01 | $0.57 | $177,857.88 |
| 1981-06-01 | $0.60 | $187,582.96 |
| 1981-07-01 | $0.61 | $191,213.53 |
| 1981-08-03 | $0.60 | $189,472.07 |
| 1981-09-01 | $0.57 | $182,204.18 |
| 1981-10-01 | $0.57 | $181,069.70 |
| 1981-11-02 | $0.65 | $209,547.33 |
| 1981-12-01 | $0.69 | $221,874.15 |
| 1982-01-04 | $0.65 | $210,699.55 |
| 1982-02-01 | $0.66 | $214,585.71 |
| 1982-03-01 | $0.60 | $195,286.95 |
| 1982-04-01 | $0.66 | $218,441.63 |
| 1982-05-03 | $0.69 | $229,068.04 |
| 1982-06-01 | $0.69 | $227,836.91 |
| 1982-07-01 | $0.70 | $233,606.89 |
| 1982-08-02 | $0.71 | $237,640.67 |
| 1982-09-01 | $0.77 | $259,205.71 |
| 1982-10-01 | $0.84 | $282,739.31 |
| 1982-11-01 | $0.78 | $264,373.75 |
| 1982-12-01 | $0.77 | $262,263.50 |
| 1983-01-03 | $0.64 | $218,553.78 |
| 1983-02-01 | $0.63 | $215,594.40 |
| 1983-03-01 | $0.69 | $236,483.36 |
| 1983-04-04 | $0.68 | $235,185.59 |
| 1983-05-02 | $0.72 | $251,594.22 |
| 1983-06-01 | $0.67 | $235,495.60 |
| 1983-07-01 | $0.68 | $239,110.72 |
| 1983-08-01 | $0.65 | $227,657.10 |
| 1983-09-01 | $0.65 | $229,491.10 |
| 1983-10-03 | $0.64 | $228,999.37 |
| 1983-11-01 | $0.70 | $250,430.58 |
| 1983-12-01 | $0.71 | $253,139.89 |
| 1984-01-03 | $0.73 | $263,054.41 |
| 1984-02-01 | $0.71 | $254,472.91 |
| 1984-03-01 | $0.72 | $260,719.84 |
| 1984-04-02 | $0.74 | $270,768.16 |
| 1984-05-01 | $0.81 | $294,035.74 |
| 1984-06-01 | $0.81 | $297,717.04 |
| 1984-07-02 | $0.83 | $303,572.41 |
| 1984-08-01 | $0.88 | $323,659.28 |
| 1984-09-04 | $0.85 | $312,806.90 |
| 1984-10-01 | $0.86 | $320,633.58 |
| 1984-11-01 | $0.89 | $332,753.91 |
| 1984-12-03 | $0.83 | $311,446.17 |
| 1985-01-02 | $0.85 | $317,534.21 |
| 1985-02-01 | $0.86 | $324,204.22 |
| 1985-03-01 | $0.98 | $368,810.68 |
| 1985-04-01 | $1.10 | $414,262.86 |
| 1985-05-01 | $1.08 | $409,495.76 |
| 1985-06-03 | $1.20 | $453,854.24 |
| 1985-07-01 | $1.23 | $467,001.23 |
| 1985-08-01 | $1.19 | $454,351.78 |
| 1985-09-03 | $1.21 | $462,191.63 |
| 1985-10-01 | $1.26 | $482,498.61 |
| 1985-11-01 | $1.32 | $506,239.06 |
| 1985-12-02 | $1.41 | $540,922.64 |
| 1986-01-02 | $1.50 | $576,347.95 |
| 1986-02-03 | $1.50 | $576,347.39 |
| 1986-03-03 | $1.62 | $623,455.36 |
| 1986-04-01 | $1.75 | $677,429.49 |
| 1986-05-01 | $1.86 | $719,884.21 |
| 1986-06-02 | $2.11 | $818,083.21 |
| 1986-07-01 | $2.19 | $850,351.38 |
| 1986-08-01 | $1.96 | $762,644.60 |
| 1986-09-02 | $1.96 | $760,582.42 |
| 1986-10-01 | $1.67 | $651,778.18 |
| 1986-11-03 | $1.75 | $683,668.26 |
| 1986-12-01 | $1.73 | $675,387.56 |
| 1987-01-02 | $1.68 | $655,445.22 |
| 1987-02-02 | $2.01 | $787,534.32 |
| 1987-03-02 | $2.11 | $829,161.13 |
| 1987-04-01 | $2.15 | $843,398.24 |
| 1987-05-01 | $2.04 | $803,487.90 |
| 1987-06-01 | $2.22 | $873,808.54 |
| 1987-07-01 | $2.29 | $901,200.19 |
| 1987-08-03 | $2.45 | $965,665.50 |
| 1987-09-01 | $2.55 | $1,004,784.23 |
| 1987-10-01 | $2.60 | $1,026,180.26 |
| 1987-11-02 | $2.22 | $876,929.38 |
| 1987-12-01 | $2.03 | $804,319.27 |
| 1988-01-04 | $2.26 | $896,771.21 |
| 1988-02-01 | $2.14 | $849,383.82 |
| 1988-03-01 | $2.31 | $918,205.28 |
| 1988-04-04 | $2.25 | $894,400.62 |
| 1988-05-02 | $2.30 | $914,914.89 |
| 1988-06-01 | $2.44 | $974,521.85 |
| 1988-07-01 | $2.42 | $967,917.29 |
| 1988-08-01 | $2.38 | $952,511.94 |
| 1988-09-01 | $2.33 | $930,520.34 |
| 1988-10-03 | $2.58 | $1,033,000.08 |
| 1988-11-01 | $2.72 | $1,090,285.54 |
| 1988-12-01 | $2.57 | $1,031,634.87 |
| 1989-01-03 | $2.63 | $1,054,950.80 |
| 1989-02-01 | $2.68 | $1,075,981.10 |
| 1989-03-01 | $2.68 | $1,076,981.10 |
| 1989-04-03 | $3.00 | $1,207,972.82 |
| 1989-05-01 | $3.23 | $1,299,823.41 |
| 1989-06-01 | $3.64 | $1,465,826.86 |
| 1989-07-03 | $3.57 | $1,439,669.47 |
| 1989-08-01 | $4.06 | $1,640,528.39 |
| 1989-09-01 | $3.95 | $1,594,047.59 |
| 1989-10-02 | $4.00 | $1,618,889.24 |
| 1989-11-01 | $4.15 | $1,677,828.97 |
| 1989-12-01 | $4.34 | $1,757,264.30 |
| 1990-01-02 | $4.35 | $1,761,689.80 |
| 1990-02-01 | $3.94 | $1,598,174.82 |
| 1990-03-01 | $3.91 | $1,585,455.31 |
| 1990-04-02 | $4.28 | $1,734,776.30 |
| 1990-05-01 | $4.47 | $1,815,101.34 |
| 1990-06-01 | $5.10 | $2,071,457.99 |
| 1990-07-02 | $5.32 | $2,160,500.91 |
| 1990-08-01 | $5.27 | $2,140,693.48 |
| 1990-09-04 | $5.09 | $2,068,834.29 |
| 1990-10-01 | $5.06 | $2,060,635.12 |
| 1990-11-01 | $4.96 | $2,019,794.37 |
| 1990-12-03 | $5.35 | $2,177,773.47 |
| 1991-01-02 | $5.32 | $2,165,964.60 |
| 1991-02-01 | $5.57 | $2,272,108.78 |
| 1991-03-01 | $6.81 | $2,778,022.77 |
| 1991-04-01 | $7.04 | $2,871,903.44 |
| 1991-05-01 | $6.81 | $2,777,877.58 |
| 1991-06-03 | $6.39 | $2,609,881.90 |
| 1991-07-01 | $6.05 | $2,472,596.74 |
| 1991-08-01 | $6.60 | $2,696,449.60 |
| 1991-09-03 | $6.55 | $2,676,218.03 |
| 1991-10-01 | $6.05 | $2,475,013.82 |
| 1991-11-01 | $6.00 | $2,454,677.99 |
| 1991-12-02 | $6.39 | $2,615,765.35 |
| 1992-01-02 | $7.10 | $2,905,880.77 |
| 1992-02-03 | $7.02 | $2,874,710.23 |
| 1992-03-02 | $6.81 | $2,789,899.43 |
| 1992-04-01 | $7.31 | $2,995,363.37 |
| 1992-05-01 | $7.63 | $3,125,660.13 |
| 1992-06-01 | $7.57 | $3,105,101.17 |
| 1992-07-01 | $7.44 | $3,052,549.47 |
| 1992-08-03 | $7.89 | $3,237,565.55 |
| 1992-09-01 | $7.86 | $3,227,739.93 |
| 1992-10-01 | $8.29 | $3,402,847.40 |
| 1992-11-02 | $8.53 | $3,501,690.57 |
| 1992-12-01 | $8.63 | $3,546,192.55 |
| 1993-01-04 | $8.74 | $3,590,969.64 |
| 1993-02-01 | $8.98 | $3,690,204.02 |
| 1993-03-01 | $8.34 | $3,429,178.99 |
| 1993-04-01 | $9.11 | $3,747,734.77 |
| 1993-05-03 | $7.89 | $3,244,654.50 |
| 1993-06-01 | $7.73 | $3,179,883.43 |
| 1993-07-01 | $7.84 | $3,228,123.48 |
| 1993-08-02 | $8.03 | $3,306,245.14 |
| 1993-09-01 | $8.46 | $3,483,579.07 |
| 1993-10-01 | $8.33 | $3,432,512.43 |
| 1993-11-01 | $8.36 | $3,444,585.38 |
| 1993-12-01 | $8.60 | $3,545,268.47 |
| 1994-01-03 | $8.77 | $3,616,167.34 |
| 1994-02-01 | $8.55 | $3,528,156.61 |
| 1994-03-01 | $8.45 | $3,484,636.07 |
| 1994-04-04 | $7.86 | $3,243,227.90 |
| 1994-05-02 | $8.18 | $3,378,429.50 |
| 1994-06-01 | $7.86 | $3,245,188.17 |
| 1994-07-01 | $6.65 | $2,745,155.41 |
| 1994-08-01 | $6.73 | $2,779,906.92 |
| 1994-09-01 | $7.33 | $3,028,510.73 |
| 1994-10-03 | $7.37 | $3,045,809.68 |
| 1994-11-01 | $7.78 | $3,216,651.53 |
| 1994-12-01 | $7.69 | $3,183,669.13 |
| 1995-01-03 | $7.93 | $3,280,434.18 |
| 1995-02-01 | $8.17 | $3,383,947.19 |
| 1995-03-01 | $8.53 | $3,533,066.69 |
| 1995-04-03 | $8.76 | $3,630,651.57 |
| 1995-05-01 | $9.29 | $3,849,260.80 |
| 1995-06-01 | $10.64 | $4,411,614.65 |
| 1995-07-03 | $10.02 | $4,155,470.46 |
| 1995-08-01 | $10.33 | $4,283,091.69 |
| 1995-09-01 | $10.11 | $4,191,982.99 |
| 1995-10-02 | $11.38 | $4,720,111.61 |
| 1995-11-01 | $11.74 | $4,871,508.69 |
| 1995-12-01 | $12.30 | $5,103,932.39 |
| 1996-01-02 | $12.48 | $5,180,858.44 |
| 1996-02-01 | $13.46 | $5,588,425.28 |
| 1996-03-01 | $14.36 | $5,961,215.62 |
| 1996-04-01 | $14.37 | $5,968,477.21 |
| 1996-05-01 | $14.37 | $5,969,477.21 |
| 1996-06-03 | $15.05 | $6,250,294.43 |
| 1996-07-01 | $16.06 | $6,670,746.91 |
| 1996-08-01 | $14.48 | $6,016,378.76 |
| 1996-09-03 | $12.90 | $5,361,898.09 |
| 1996-10-01 | $12.84 | $5,337,508.85 |
| 1996-11-01 | $13.57 | $5,644,180.83 |
| 1996-12-02 | $13.57 | $5,645,180.83 |
| 1997-01-02 | $13.40 | $5,573,543.88 |
| 1997-02-03 | $15.50 | $6,448,363.07 |
| 1997-03-03 | $15.16 | $6,307,641.20 |
| 1997-04-01 | $14.53 | $6,046,542.28 |
| 1997-05-01 | $15.90 | $6,616,629.04 |
| 1997-06-02 | $17.21 | $7,163,088.12 |
| 1997-07-01 | $17.49 | $7,283,151.90 |
| 1997-08-01 | $17.41 | $7,248,453.59 |
| 1997-09-02 | $16.84 | $7,011,412.16 |
| 1997-10-01 | $18.44 | $7,680,154.27 |
| 1997-11-03 | $18.63 | $7,761,615.32 |
| 1997-12-01 | $18.79 | $7,827,510.44 |
| 1998-01-02 | $18.01 | $7,504,215.85 |
| 1998-02-02 | $18.26 | $7,609,434.82 |
| 1998-03-02 | $18.51 | $7,714,676.23 |
| 1998-04-01 | $21.89 | $9,125,450.72 |
| 1998-05-01 | $19.76 | $8,237,433.75 |
| 1998-06-01 | $20.83 | $8,682,993.82 |
| 1998-07-01 | $21.14 | $8,815,889.47 |
| 1998-08-03 | $19.82 | $8,265,897.82 |
| 1998-09-01 | $16.30 | $6,797,403.93 |
| 1998-10-01 | $14.98 | $6,246,646.86 |
| 1998-11-02 | $18.10 | $7,552,322.32 |
| 1998-12-01 | $20.69 | $8,634,107.32 |
| 1999-01-04 | $20.64 | $8,610,852.62 |
| 1999-02-01 | $19.34 | $8,069,540.05 |
| 1999-03-01 | $19.27 | $8,044,080.25 |
| 1999-04-01 | $19.66 | $8,205,135.71 |
| 1999-05-03 | $19.05 | $7,953,872.10 |
| 1999-06-01 | $18.51 | $7,729,136.39 |
| 1999-07-01 | $19.32 | $8,066,096.40 |
| 1999-08-02 | $19.70 | $8,227,081.53 |
| 1999-09-01 | $17.30 | $7,228,027.24 |
| 1999-10-01 | $16.09 | $6,722,532.37 |
| 1999-11-01 | $17.21 | $7,192,238.72 |
| 1999-12-01 | $17.69 | $7,390,786.96 |
| 2000-01-03 | $18.98 | $7,933,141.73 |
| 2000-02-01 | $17.50 | $7,315,625.48 |
| 2000-03-01 | $16.76 | $7,007,322.29 |
| 2000-04-03 | $18.68 | $7,809,381.47 |
| 2000-05-01 | $19.13 | $7,999,538.02 |
| 2000-06-01 | $20.71 | $8,662,662.33 |
| 2000-07-03 | $22.31 | $9,330,695.96 |
| 2000-08-01 | $23.80 | $9,955,545.52 |
| 2000-09-01 | $21.95 | $9,183,431.94 |
| 2000-10-02 | $24.66 | $10,316,971.59 |
| 2000-11-01 | $24.99 | $10,454,074.75 |
| 2000-12-01 | $22.06 | $9,229,991.65 |
| 2001-01-02 | $25.78 | $10,789,887.60 |
| 2001-02-01 | $22.80 | $9,544,180.79 |
| 2001-03-01 | $23.92 | $10,012,882.94 |
| 2001-04-02 | $23.07 | $9,658,707.43 |
| 2001-05-01 | $23.39 | $9,791,265.14 |
| 2001-06-01 | $23.47 | $9,827,356.47 |
| 2001-07-02 | $23.75 | $9,943,306.77 |
| 2001-08-01 | $22.96 | $9,614,265.66 |
| 2001-09-04 | $24.85 | $10,409,659.16 |
| 2001-10-01 | $25.80 | $10,804,707.07 |
| 2001-11-01 | $25.56 | $10,706,361.68 |
| 2001-12-03 | $25.71 | $10,771,388.63 |
| 2002-01-02 | $25.98 | $10,886,660.02 |
| 2002-02-01 | $26.50 | $11,102,510.44 |
| 2002-03-01 | $27.09 | $11,353,828.74 |
| 2002-04-01 | $27.27 | $11,427,582.37 |
| 2002-05-01 | $28.06 | $11,759,661.44 |
| 2002-06-03 | $27.12 | $11,367,336.46 |
| 2002-07-01 | $26.07 | $10,926,618.51 |
| 2002-08-01 | $22.60 | $9,474,302.66 |
| 2002-09-03 | $20.43 | $8,565,770.25 |
| 2002-10-01 | $20.12 | $8,439,189.70 |
| 2002-11-01 | $23.65 | $9,917,605.89 |
| 2002-12-02 | $22.53 | $9,450,705.26 |
| 2003-01-02 | $23.09 | $9,684,841.93 |
| 2003-02-03 | $21.82 | $9,155,532.43 |
| 2003-03-03 | $20.41 | $8,565,488.32 |
| 2003-04-01 | $21.50 | $9,022,682.92 |
| 2003-05-01 | $23.54 | $9,876,751.32 |
| 2003-06-02 | $23.72 | $9,954,489.60 |
| 2003-07-01 | $23.96 | $10,057,206.24 |
| 2003-08-01 | $24.48 | $10,275,709.51 |
| 2003-09-02 | $24.26 | $10,183,809.94 |
| 2003-10-01 | $25.29 | $10,617,234.22 |
| 2003-11-03 | $25.90 | $10,877,524.71 |
| 2003-12-01 | $26.39 | $11,080,974.67 |
| 2004-01-02 | $25.25 | $10,605,920.89 |
| 2004-02-02 | $26.06 | $10,944,771.19 |
| 2004-03-01 | $28.35 | $11,909,207.23 |
| 2004-04-01 | $29.52 | $12,402,178.53 |
| 2004-05-03 | $29.92 | $12,568,080.93 |
| 2004-06-01 | $29.15 | $12,246,122.03 |
| 2004-07-01 | $29.32 | $12,319,295.89 |
| 2004-08-02 | $27.97 | $11,752,066.00 |
| 2004-09-01 | $27.23 | $11,444,774.22 |
| 2004-10-01 | $27.54 | $11,576,152.35 |
| 2004-11-01 | $27.11 | $11,396,853.13 |
| 2004-12-01 | $27.95 | $11,749,239.25 |
| 2005-01-03 | $28.70 | $12,064,126.24 |
| 2005-02-01 | $29.77 | $12,515,727.77 |
| 2005-03-01 | $29.87 | $12,558,543.63 |
| 2005-04-01 | $29.27 | $12,310,127.44 |
| 2005-05-02 | $31.02 | $13,046,090.53 |
| 2005-06-01 | $31.53 | $13,259,436.78 |
| 2005-07-01 | $29.83 | $12,546,369.44 |
| 2005-08-01 | $30.44 | $12,805,287.29 |
| 2005-09-01 | $30.63 | $12,886,004.61 |
| 2005-10-03 | $31.65 | $13,315,563.38 |
| 2005-11-01 | $32.80 | $13,799,608.87 |
| 2005-12-01 | $33.53 | $14,106,944.46 |
| 2006-01-03 | $33.62 | $14,145,980.30 |
| 2006-02-01 | $32.22 | $13,557,562.04 |
| 2006-03-01 | $33.33 | $14,027,282.62 |
| 2006-04-03 | $32.69 | $13,756,682.76 |
| 2006-05-01 | $32.87 | $13,833,781.20 |
| 2006-06-01 | $34.52 | $14,531,584.24 |
| 2006-07-03 | $34.22 | $14,406,591.48 |
| 2006-08-01 | $35.87 | $15,100,787.66 |
| 2006-09-01 | $37.14 | $15,637,262.88 |
| 2006-10-02 | $36.70 | $15,451,161.73 |
| 2006-11-01 | $36.14 | $15,216,783.61 |
| 2006-12-01 | $35.34 | $14,883,900.69 |
| 2007-01-03 | $35.95 | $15,138,234.52 |
| 2007-02-01 | $37.47 | $15,781,261.25 |
| 2007-03-01 | $36.35 | $15,311,572.69 |
| 2007-04-02 | $36.50 | $15,375,828.10 |
| 2007-05-01 | $38.24 | $16,106,929.38 |
| 2007-06-01 | $39.56 | $16,665,854.26 |
| 2007-07-02 | $37.81 | $15,930,391.59 |
| 2007-08-01 | $38.47 | $16,207,061.52 |
| 2007-09-04 | $39.73 | $16,739,920.38 |
| 2007-10-01 | $43.09 | $18,157,685.41 |
| 2007-11-01 | $42.15 | $17,761,232.32 |
| 2007-12-03 | $44.59 | $18,790,266.99 |
| 2008-01-02 | $44.05 | $18,565,573.82 |
| 2008-02-01 | $40.27 | $16,973,619.11 |
| 2008-03-03 | $41.06 | $17,305,060.11 |
| 2008-04-01 | $42.43 | $17,885,178.46 |
| 2008-05-01 | $40.30 | $16,986,095.60 |
| 2008-06-02 | $39.74 | $16,751,520.85 |
| 2008-07-01 | $38.13 | $16,073,236.07 |
| 2008-08-01 | $39.45 | $16,630,813.61 |
| 2008-09-02 | $41.12 | $17,338,175.96 |
| 2008-10-01 | $42.67 | $17,993,422.26 |
| 2008-11-03 | $34.23 | $14,435,425.31 |
| 2008-12-01 | $31.95 | $13,474,395.43 |
| 2009-01-02 | $33.60 | $14,171,295.62 |
| 2009-02-02 | $30.09 | $12,693,641.87 |
| 2009-03-02 | $28.13 | $11,864,098.98 |
| 2009-04-01 | $31.63 | $13,341,956.72 |
| 2009-05-01 | $30.16 | $12,722,102.53 |
| 2009-06-01 | $32.18 | $13,576,519.96 |
| 2009-07-01 | $34.51 | $14,562,122.92 |
| 2009-08-03 | $34.32 | $14,480,669.07 |
| 2009-09-01 | $34.35 | $14,494,554.88 |
| 2009-10-01 | $35.98 | $15,186,522.04 |
| 2009-11-02 | $37.30 | $15,743,441.60 |
| 2009-12-01 | $39.31 | $16,593,964.73 |
| 2010-01-04 | $37.96 | $16,024,559.19 |
| 2010-02-01 | $37.63 | $15,884,260.84 |
| 2010-03-01 | $39.32 | $16,599,663.55 |
| 2010-04-01 | $41.63 | $17,575,141.57 |
| 2010-05-03 | $41.01 | $17,315,200.67 |
| 2010-06-01 | $39.18 | $16,543,887.15 |
| 2010-07-01 | $38.70 | $16,342,996.54 |
| 2010-08-02 | $41.06 | $17,340,201.19 |
| 2010-09-01 | $41.13 | $17,370,147.62 |
| 2010-10-01 | $42.47 | $17,935,963.37 |
| 2010-11-01 | $41.55 | $17,548,798.14 |
| 2010-12-01 | $41.91 | $17,702,681.76 |
| 2011-01-03 | $41.99 | $17,736,053.88 |
| 2011-02-01 | $41.54 | $17,548,229.22 |
| 2011-03-01 | $40.37 | $17,052,861.63 |
| 2011-04-01 | $41.97 | $17,730,758.60 |
| 2011-05-02 | $44.60 | $18,843,668.11 |
| 2011-06-01 | $45.56 | $19,250,493.27 |
| 2011-07-01 | $45.50 | $19,224,111.81 |
| 2011-08-01 | $41.39 | $17,491,406.42 |
| 2011-09-01 | $41.92 | $17,713,211.72 |
| 2011-10-03 | $39.39 | $16,648,385.57 |
| 2011-11-01 | $40.66 | $17,185,103.60 |
| 2011-12-01 | $42.22 | $17,844,083.82 |
| 2012-01-03 | $43.74 | $18,488,247.86 |
| 2012-02-01 | $43.73 | $18,483,678.46 |
| 2012-03-01 | $41.54 | $17,561,029.90 |
| 2012-04-02 | $44.32 | $18,738,376.42 |
| 2012-05-01 | $44.16 | $18,669,181.49 |
| 2012-06-01 | $45.19 | $19,104,827.58 |
| 2012-07-02 | $47.36 | $20,025,548.51 |
| 2012-08-01 | $48.46 | $20,490,685.32 |
| 2012-09-04 | $48.51 | $20,514,329.21 |
| 2012-10-01 | $47.64 | $20,146,913.29 |
| 2012-11-01 | $46.82 | $19,802,862.43 |
| 2012-12-03 | $47.11 | $19,926,484.83 |
| 2013-01-02 | $47.11 | $19,926,649.11 |
| 2013-02-01 | $49.38 | $20,887,624.52 |
| 2013-03-01 | $51.97 | $21,981,735.64 |
| 2013-04-01 | $54.14 | $22,900,448.66 |
| 2013-05-01 | $56.27 | $23,801,843.54 |
| 2013-06-03 | $55.71 | $23,568,326.08 |
| 2013-07-01 | $56.54 | $23,921,065.55 |
| 2013-08-01 | $58.03 | $24,551,873.32 |
| 2013-09-03 | $55.27 | $23,386,520.99 |
| 2013-10-01 | $55.40 | $23,442,726.40 |
| 2013-11-01 | $58.69 | $24,835,841.93 |
| 2013-12-02 | $58.10 | $24,584,255.13 |
| 2014-01-02 | $57.38 | $24,279,873.59 |
| 2014-02-03 | $54.91 | $23,236,920.13 |
| 2014-03-03 | $55.57 | $23,518,873.37 |
| 2014-04-01 | $58.33 | $24,687,068.07 |
| 2014-05-01 | $60.22 | $25,489,328.21 |
| 2014-06-02 | $61.84 | $26,175,447.38 |
| 2014-07-01 | $63.20 | $26,750,383.99 |
| 2014-08-01 | $62.48 | $26,445,252.68 |
| 2014-09-02 | $65.57 | $27,757,857.67 |
| 2014-10-01 | $66.16 | $28,008,250.52 |
| 2014-11-03 | $68.43 | $28,970,575.38 |
| 2014-12-01 | $71.18 | $30,132,446.85 |
| 2015-01-02 | $67.88 | $28,739,816.75 |
| 2015-02-02 | $68.52 | $29,011,658.99 |
| 2015-03-02 | $71.16 | $30,129,535.73 |
| 2015-04-01 | $68.81 | $29,134,496.82 |
| 2015-05-01 | $69.15 | $29,279,508.28 |
| 2015-06-01 | $69.45 | $29,406,140.21 |
| 2015-07-01 | $68.90 | $29,176,375.36 |
| 2015-08-03 | $71.04 | $30,081,812.57 |
| 2015-09-01 | $66.58 | $28,193,632.12 |
| 2015-10-01 | $68.94 | $29,197,285.79 |
| 2015-11-02 | $74.49 | $31,547,139.32 |
| 2015-12-01 | $74.24 | $31,442,353.15 |
| 2016-01-04 | $73.07 | $30,946,145.56 |
| 2016-02-01 | $73.26 | $31,028,606.78 |
| 2016-03-01 | $73.30 | $31,048,403.89 |
| 2016-04-01 | $77.32 | $32,751,290.50 |
| 2016-05-02 | $77.06 | $32,641,840.44 |
| 2016-06-01 | $76.24 | $32,296,207.03 |
| 2016-07-01 | $79.29 | $33,588,167.21 |
| 2016-08-01 | $81.77 | $34,638,496.67 |
| 2016-09-01 | $81.11 | $34,359,311.23 |
| 2016-10-03 | $81.83 | $34,667,751.39 |
| 2016-11-01 | $80.67 | $34,175,561.41 |
| 2016-12-01 | $75.42 | $31,951,535.17 |
| 2017-01-03 | $79.70 | $33,765,809.11 |
| 2017-02-01 | $78.45 | $33,237,658.57 |
| 2017-03-01 | $84.14 | $35,650,151.64 |
| 2017-04-03 | $85.77 | $36,343,168.90 |
| 2017-05-01 | $86.09 | $36,480,623.57 |
| 2017-06-01 | $90.51 | $38,351,524.15 |
| 2017-07-03 | $89.12 | $37,766,937.07 |
| 2017-08-01 | $89.49 | $37,924,967.87 |
| 2017-09-01 | $90.06 | $38,165,003.95 |
| 2017-10-02 | $84.83 | $35,952,012.25 |
| 2017-11-01 | $85.62 | $36,285,780.96 |
| 2017-12-01 | $91.42 | $38,744,765.32 |
| 2018-01-02 | $92.42 | $39,170,443.15 |
| 2018-02-01 | $94.17 | $39,914,641.06 |
| 2018-03-01 | $85.27 | $36,139,523.20 |
| 2018-04-02 | $84.42 | $35,782,875.86 |
| 2018-05-01 | $78.18 | $33,136,513.08 |
| 2018-06-01 | $79.79 | $33,820,090.04 |
| 2018-07-02 | $87.17 | $36,951,771.54 |
| 2018-08-01 | $90.42 | $38,329,218.54 |
| 2018-09-04 | $88.34 | $37,449,677.37 |
| 2018-10-01 | $88.84 | $37,661,792.58 |
| 2018-11-01 | $89.48 | $37,934,935.47 |
| 2018-12-03 | $95.48 | $40,477,185.50 |
| 2019-01-02 | $88.39 | $37,473,421.45 |
| 2019-02-01 | $90.74 | $38,472,302.42 |
| 2019-03-01 | $94.73 | $40,164,630.79 |
| 2019-04-01 | $99.48 | $42,177,655.07 |
| 2019-05-01 | $103.75 | $43,990,219.87 |
| 2019-06-03 | $105.17 | $44,592,784.20 |
| 2019-07-01 | $108.31 | $45,926,765.58 |
| 2019-08-01 | $104.43 | $44,280,432.40 |
| 2019-09-03 | $112.90 | $47,875,689.46 |
| 2019-10-01 | $113.61 | $48,175,975.85 |
| 2019-11-01 | $113.25 | $48,022,670.80 |
| 2019-12-02 | $112.38 | $47,655,417.73 |
| 2020-01-02 | $113.11 | $47,969,023.50 |
| 2020-02-03 | $118.69 | $50,332,793.98 |
| 2020-03-02 | $114.58 | $48,592,589.77 |
| 2020-04-01 | $99.04 | $42,002,109.27 |
| 2020-05-01 | $109.12 | $46,277,278.89 |
| 2020-06-01 | $111.51 | $47,291,744.01 |
| 2020-07-01 | $111.84 | $47,434,038.23 |
| 2020-08-03 | $115.51 | $48,990,365.54 |
| 2020-09-01 | $117.61 | $49,883,728.01 |
| 2020-10-01 | $119.83 | $50,824,590.11 |
| 2020-11-02 | $115.02 | $48,786,100.35 |
| 2020-12-01 | $124.31 | $52,728,990.66 |
| 2021-01-04 | $123.65 | $52,451,215.94 |
| 2021-02-01 | $117.40 | $49,801,852.55 |
| 2021-03-01 | $111.95 | $47,490,546.40 |
| 2021-04-01 | $122.06 | $51,777,420.01 |
| 2021-05-03 | $125.95 | $53,431,297.21 |
| 2021-06-01 | $127.54 | $54,106,651.80 |
| 2021-07-01 | $128.97 | $54,713,358.41 |
| 2021-08-02 | $136.04 | $57,712,150.33 |
| 2021-09-01 | $137.42 | $58,300,193.16 |
| 2021-10-01 | $132.26 | $56,113,549.46 |
| 2021-11-01 | $141.30 | $59,947,150.20 |
| 2021-12-01 | $140.33 | $59,539,239.50 |
| 2022-01-03 | $152.59 | $64,740,584.67 |
| 2022-02-01 | $152.03 | $64,502,043.90 |
| 2022-03-01 | $143.14 | $60,734,133.45 |
| 2022-04-01 | $150.74 | $63,956,370.62 |
| 2022-05-02 | $148.96 | $63,203,863.44 |
| 2022-06-01 | $147.83 | $62,726,405.42 |
| 2022-07-01 | $151.45 | $64,263,880.91 |
| 2022-08-01 | $158.21 | $67,133,032.54 |
| 2022-09-01 | $155.59 | $66,019,246.99 |
| 2022-10-03 | $148.75 | $63,117,453.67 |
| 2022-11-01 | $162.71 | $69,042,524.22 |
| 2022-12-01 | $168.38 | $71,449,702.64 |
| 2023-01-03 | $162.50 | $68,956,294.63 |
| 2023-02-01 | $155.39 | $65,940,148.80 |
| 2023-03-01 | $155.18 | $65,852,756.01 |
| 2023-04-03 | $166.41 | $70,621,088.49 |
| 2023-05-01 | $174.78 | $74,174,416.15 |
| 2023-06-01 | $167.29 | $70,995,574.12 |
| 2023-07-03 | $170.42 | $72,325,384.23 |
| 2023-08-01 | $171.54 | $72,801,800.27 |
| 2023-09-01 | $162.12 | $68,802,006.95 |
| 2023-10-02 | $156.43 | $66,389,510.74 |
| 2023-11-01 | $152.45 | $64,703,013.75 |
| 2023-12-01 | $157.17 | $66,707,987.87 |
| 2024-01-02 | $161.11 | $68,377,768.44 |
| 2024-02-01 | $159.98 | $67,900,266.55 |
| 2024-03-01 | $154.52 | $65,586,256.30 |
| 2024-04-01 | $162.40 | $68,930,529.51 |
| 2024-05-01 | $164.44 | $69,796,253.26 |
| 2024-06-03 | $160.76 | $68,235,155.75 |
| 2024-07-01 | $154.13 | $65,424,499.65 |
| 2024-08-01 | $165.56 | $70,273,392.47 |
| 2024-09-03 | $168.00 | $71,310,661.78 |
| 2024-10-01 | $163.40 | $69,361,606.11 |
| 2024-11-01 | $157.88 | $67,019,254.07 |
| 2024-12-02 | $155.46 | $65,992,237.08 |
| 2025-01-02 | $144.44 | $61,314,087.05 |
| 2025-02-03 | $144.50 | $61,339,577.99 |
| 2025-03-03 | $150.00 | $63,675,461.88 |
| 2025-04-01 | $145.19 | $61,636,789.30 |
| 2025-05-01 | $129.55 | $54,999,285.22 |
| 2025-06-02 | $126.99 | $53,913,070.63 |
| 2025-07-01 | $132.65 | $56,316,763.77 |
| 2025-08-01 | $136.59 | $57,991,532.70 |
| 2025-09-02 | $147.38 | $62,572,563.42 |
| 2025-10-01 | $141.75 | $60,183,678.38 |
| 2025-11-03 | $142.21 | $60,378,089.77 |
| 2025-12-01 | $148.06 | $62,864,008.98 |