BackAlpha
Backtest: Dollar Cost Averaging WMT (Walmart Inc.)
This analysis evaluates a dollar-cost-averaging strategy over the past 54 years, providing a historical perspective on WMT's performance from 1972-08-25 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)
1972-09-01 - $1,000.00
2026-03-22 - $1,279,771,220.16
Over 54 years, portfolio value grew from $1,000.00 to $1,279,771,220.16.
| Total Invested | $643,000.00 |
| Final Portfolio Value | $1,279,771,220.16 |
| Total Gain | 198,931.29% |
| Annualized Return | 20.24% |
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 WMT resulted in a total gain of 198,931.29%, with an annualized return of 20.24%.
Drawdown and Risk
The maximum drawdown recorded during this period was 50.53%. This drawdown began after a peak asset of $11,200,699.94 on 1987-08-21, and reached its lowest point on 1987-12-03 when the asset fell to $5,541,213.47. The drawdown lasted for 104 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
📈 1987-08-21 - $11,200,699.94
📉 1987-12-03 - $5,541,213.47
Max drawdown: 50.53% over 104 days.
The drawdown was substantial, though not uncommon for long-term equity strategies that span full market cycles. This level suggests exposure to significant corrections or crashes. 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 0.40, 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 |
|---|---|---|
| 1972-09-01 | $0.01 | $1,000.00 |
| 1972-10-02 | $0.01 | $1,945.75 |
| 1972-11-01 | $0.01 | $3,153.09 |
| 1972-12-01 | $0.01 | $4,059.68 |
| 1973-01-02 | $0.01 | $5,291.97 |
| 1973-02-01 | $0.01 | $5,623.37 |
| 1973-03-01 | $0.01 | $6,716.45 |
| 1973-04-02 | $0.01 | $5,996.41 |
| 1973-05-01 | $0.01 | $6,832.54 |
| 1973-06-01 | $0.01 | $7,755.66 |
| 1973-07-02 | $0.01 | $6,508.51 |
| 1973-08-01 | $0.01 | $10,475.80 |
| 1973-09-04 | $0.01 | $11,015.37 |
| 1973-10-01 | $0.01 | $12,331.97 |
| 1973-11-01 | $0.01 | $13,676.52 |
| 1973-12-03 | $0.01 | $9,844.90 |
| 1974-01-02 | $0.00 | $10,017.38 |
| 1974-02-01 | $0.01 | $14,234.90 |
| 1974-03-01 | $0.01 | $13,257.40 |
| 1974-04-01 | $0.01 | $14,405.69 |
| 1974-05-01 | $0.01 | $15,289.58 |
| 1974-06-03 | $0.01 | $17,892.63 |
| 1974-07-01 | $0.01 | $21,243.75 |
| 1974-08-01 | $0.01 | $22,380.16 |
| 1974-09-03 | $0.01 | $20,081.76 |
| 1974-10-01 | $0.00 | $16,599.40 |
| 1974-11-01 | $0.00 | $17,438.99 |
| 1974-12-02 | $0.00 | $14,163.80 |
| 1975-01-02 | $0.00 | $15,715.36 |
| 1975-02-03 | $0.01 | $24,966.52 |
| 1975-03-03 | $0.00 | $23,922.01 |
| 1975-04-01 | $0.01 | $34,801.54 |
| 1975-05-01 | $0.01 | $31,175.93 |
| 1975-06-02 | $0.01 | $39,231.00 |
| 1975-07-01 | $0.01 | $47,760.78 |
| 1975-08-01 | $0.01 | $46,372.12 |
| 1975-09-02 | $0.01 | $46,883.27 |
| 1975-10-01 | $0.01 | $48,439.38 |
| 1975-11-03 | $0.01 | $60,658.00 |
| 1975-12-01 | $0.01 | $64,250.78 |
| 1976-01-02 | $0.01 | $55,849.93 |
| 1976-02-02 | $0.01 | $60,073.50 |
| 1976-03-01 | $0.01 | $67,626.39 |
| 1976-04-01 | $0.01 | $73,708.63 |
| 1976-05-03 | $0.01 | $65,703.32 |
| 1976-06-01 | $0.01 | $60,992.02 |
| 1976-07-01 | $0.01 | $66,149.83 |
| 1976-08-02 | $0.01 | $60,062.75 |
| 1976-09-01 | $0.01 | $72,473.08 |
| 1976-10-01 | $0.01 | $75,401.90 |
| 1976-11-01 | $0.01 | $71,457.86 |
| 1976-12-01 | $0.01 | $76,844.28 |
| 1977-01-03 | $0.01 | $77,972.20 |
| 1977-02-01 | $0.01 | $73,172.02 |
| 1977-03-01 | $0.01 | $72,867.47 |
| 1977-04-01 | $0.01 | $72,665.96 |
| 1977-05-02 | $0.01 | $65,592.43 |
| 1977-06-01 | $0.01 | $73,426.66 |
| 1977-07-01 | $0.01 | $80,213.19 |
| 1977-08-01 | $0.01 | $84,027.48 |
| 1977-09-01 | $0.01 | $92,145.72 |
| 1977-10-03 | $0.01 | $100,628.56 |
| 1977-11-01 | $0.01 | $97,251.49 |
| 1977-12-01 | $0.01 | $117,684.83 |
| 1978-01-03 | $0.01 | $120,918.17 |
| 1978-02-01 | $0.01 | $118,166.60 |
| 1978-03-01 | $0.01 | $119,920.57 |
| 1978-04-03 | $0.01 | $111,340.98 |
| 1978-05-01 | $0.02 | $148,677.14 |
| 1978-06-01 | $0.02 | $146,563.56 |
| 1978-07-03 | $0.02 | $149,479.32 |
| 1978-08-01 | $0.02 | $156,013.87 |
| 1978-09-01 | $0.02 | $174,081.02 |
| 1978-10-02 | $0.02 | $182,301.79 |
| 1978-11-01 | $0.02 | $155,875.25 |
| 1978-12-01 | $0.02 | $152,001.83 |
| 1979-01-02 | $0.02 | $149,288.38 |
| 1979-02-01 | $0.02 | $154,408.15 |
| 1979-03-01 | $0.02 | $157,902.41 |
| 1979-04-02 | $0.02 | $163,587.91 |
| 1979-05-01 | $0.02 | $173,016.93 |
| 1979-06-01 | $0.02 | $175,715.75 |
| 1979-07-02 | $0.02 | $168,664.52 |
| 1979-08-01 | $0.02 | $181,714.00 |
| 1979-09-04 | $0.02 | $233,411.40 |
| 1979-10-01 | $0.02 | $221,344.15 |
| 1979-11-01 | $0.02 | $209,223.09 |
| 1979-12-03 | $0.03 | $248,900.46 |
| 1980-01-02 | $0.02 | $238,042.66 |
| 1980-02-01 | $0.03 | $253,253.23 |
| 1980-03-03 | $0.02 | $223,040.22 |
| 1980-04-01 | $0.02 | $212,230.58 |
| 1980-05-01 | $0.02 | $242,127.95 |
| 1980-06-02 | $0.02 | $245,846.87 |
| 1980-07-01 | $0.03 | $278,533.24 |
| 1980-08-01 | $0.03 | $317,098.14 |
| 1980-09-02 | $0.04 | $354,668.12 |
| 1980-10-01 | $0.04 | $388,916.34 |
| 1980-11-03 | $0.04 | $373,252.05 |
| 1980-12-01 | $0.04 | $423,460.15 |
| 1981-01-02 | $0.05 | $473,682.07 |
| 1981-02-02 | $0.04 | $424,131.69 |
| 1981-03-02 | $0.05 | $481,428.33 |
| 1981-04-01 | $0.05 | $558,686.76 |
| 1981-05-01 | $0.06 | $582,335.06 |
| 1981-06-01 | $0.06 | $579,553.81 |
| 1981-07-01 | $0.06 | $585,313.74 |
| 1981-08-03 | $0.06 | $574,912.12 |
| 1981-09-01 | $0.05 | $540,721.64 |
| 1981-10-01 | $0.06 | $581,845.78 |
| 1981-11-02 | $0.06 | $665,011.46 |
| 1981-12-01 | $0.07 | $677,643.71 |
| 1982-01-04 | $0.06 | $661,166.24 |
| 1982-02-01 | $0.07 | $685,500.11 |
| 1982-03-01 | $0.06 | $647,554.15 |
| 1982-04-01 | $0.07 | $733,989.89 |
| 1982-05-03 | $0.08 | $813,283.36 |
| 1982-06-01 | $0.07 | $767,253.70 |
| 1982-07-01 | $0.08 | $818,797.89 |
| 1982-08-02 | $0.08 | $859,160.63 |
| 1982-09-01 | $0.10 | $999,573.71 |
| 1982-10-01 | $0.11 | $1,130,950.42 |
| 1982-11-01 | $0.12 | $1,250,579.83 |
| 1982-12-01 | $0.15 | $1,564,223.38 |
| 1983-01-03 | $0.15 | $1,530,913.94 |
| 1983-02-01 | $0.14 | $1,500,186.26 |
| 1983-03-01 | $0.15 | $1,572,624.81 |
| 1983-04-04 | $0.17 | $1,826,174.26 |
| 1983-05-02 | $0.18 | $1,938,576.45 |
| 1983-06-01 | $0.22 | $2,277,932.17 |
| 1983-07-01 | $0.24 | $2,543,954.23 |
| 1983-08-01 | $0.24 | $2,560,905.84 |
| 1983-09-01 | $0.24 | $2,516,336.81 |
| 1983-10-03 | $0.25 | $2,653,143.15 |
| 1983-11-01 | $0.24 | $2,558,247.11 |
| 1983-12-01 | $0.25 | $2,655,180.65 |
| 1984-01-03 | $0.23 | $2,458,389.85 |
| 1984-02-01 | $0.21 | $2,227,159.71 |
| 1984-03-01 | $0.20 | $2,116,002.86 |
| 1984-04-02 | $0.20 | $2,152,247.98 |
| 1984-05-01 | $0.21 | $2,249,616.56 |
| 1984-06-01 | $0.23 | $2,411,304.76 |
| 1984-07-02 | $0.25 | $2,673,197.39 |
| 1984-08-01 | $0.26 | $2,730,555.76 |
| 1984-09-04 | $0.27 | $2,831,659.08 |
| 1984-10-01 | $0.25 | $2,663,246.23 |
| 1984-11-01 | $0.26 | $2,761,091.70 |
| 1984-12-03 | $0.24 | $2,568,330.60 |
| 1985-01-02 | $0.23 | $2,483,824.10 |
| 1985-02-01 | $0.28 | $2,978,353.53 |
| 1985-03-01 | $0.28 | $2,963,165.15 |
| 1985-04-01 | $0.28 | $2,944,413.73 |
| 1985-05-01 | $0.28 | $2,953,523.35 |
| 1985-06-03 | $0.33 | $3,465,716.21 |
| 1985-07-01 | $0.34 | $3,593,157.68 |
| 1985-08-01 | $0.31 | $3,268,987.85 |
| 1985-09-03 | $0.31 | $3,323,357.98 |
| 1985-10-01 | $0.30 | $3,185,886.68 |
| 1985-11-01 | $0.32 | $3,423,178.23 |
| 1985-12-02 | $0.37 | $3,913,201.79 |
| 1986-01-02 | $0.38 | $4,016,678.94 |
| 1986-02-03 | $0.40 | $4,262,600.31 |
| 1986-03-03 | $0.42 | $4,475,913.26 |
| 1986-04-01 | $0.48 | $5,070,331.37 |
| 1986-05-01 | $0.49 | $5,251,243.13 |
| 1986-06-02 | $0.59 | $6,250,146.22 |
| 1986-07-01 | $0.65 | $6,911,523.98 |
| 1986-08-01 | $0.57 | $6,077,251.40 |
| 1986-09-02 | $0.55 | $5,903,571.73 |
| 1986-10-01 | $0.53 | $5,642,188.57 |
| 1986-11-03 | $0.56 | $5,954,821.66 |
| 1986-12-01 | $0.59 | $6,234,696.14 |
| 1987-01-02 | $0.58 | $6,142,533.38 |
| 1987-02-02 | $0.62 | $6,652,677.30 |
| 1987-03-02 | $0.69 | $7,310,730.95 |
| 1987-04-01 | $0.70 | $7,467,496.50 |
| 1987-05-01 | $0.69 | $7,304,014.20 |
| 1987-06-01 | $0.73 | $7,732,726.98 |
| 1987-07-01 | $0.83 | $8,827,893.18 |
| 1987-08-03 | $0.92 | $9,817,084.89 |
| 1987-09-01 | $0.98 | $10,418,686.46 |
| 1987-10-01 | $0.95 | $10,122,953.06 |
| 1987-11-02 | $0.71 | $7,617,941.37 |
| 1987-12-01 | $0.58 | $6,233,861.18 |
| 1988-01-04 | $0.68 | $7,201,373.96 |
| 1988-02-01 | $0.67 | $7,169,333.81 |
| 1988-03-01 | $0.72 | $7,665,913.14 |
| 1988-04-04 | $0.68 | $7,280,110.79 |
| 1988-05-02 | $0.69 | $7,413,477.84 |
| 1988-06-01 | $0.73 | $7,745,435.65 |
| 1988-07-01 | $0.75 | $8,022,202.14 |
| 1988-08-01 | $0.81 | $8,653,048.64 |
| 1988-09-01 | $0.74 | $7,901,919.64 |
| 1988-10-03 | $0.81 | $8,600,152.24 |
| 1988-11-01 | $0.78 | $8,335,515.36 |
| 1988-12-01 | $0.75 | $7,971,212.86 |
| 1989-01-03 | $0.76 | $8,082,676.85 |
| 1989-02-01 | $0.84 | $9,015,011.96 |
| 1989-03-01 | $0.78 | $8,383,962.41 |
| 1989-04-03 | $0.82 | $8,731,843.69 |
| 1989-05-01 | $0.88 | $9,366,062.26 |
| 1989-06-01 | $0.96 | $10,267,007.63 |
| 1989-07-03 | $0.95 | $10,182,004.09 |
| 1989-08-01 | $1.06 | $11,351,425.86 |
| 1989-09-01 | $1.05 | $11,233,461.49 |
| 1989-10-02 | $1.03 | $10,966,999.03 |
| 1989-11-01 | $1.02 | $10,934,566.04 |
| 1989-12-01 | $1.12 | $11,938,722.63 |
| 1990-01-02 | $1.18 | $12,624,130.13 |
| 1990-02-01 | $1.06 | $11,285,705.20 |
| 1990-03-01 | $1.12 | $11,956,464.91 |
| 1990-04-02 | $1.18 | $12,646,045.56 |
| 1990-05-01 | $1.26 | $13,485,643.72 |
| 1990-06-01 | $1.46 | $15,667,156.29 |
| 1990-07-02 | $1.57 | $16,795,007.91 |
| 1990-08-01 | $1.53 | $16,392,941.17 |
| 1990-09-04 | $1.45 | $15,473,515.41 |
| 1990-10-01 | $1.45 | $15,541,786.22 |
| 1990-11-01 | $1.36 | $14,533,577.46 |
| 1990-12-03 | $1.55 | $16,620,409.83 |
| 1991-01-02 | $1.51 | $16,168,719.65 |
| 1991-02-01 | $1.69 | $18,056,080.26 |
| 1991-03-01 | $1.82 | $19,471,907.72 |
| 1991-04-01 | $1.95 | $20,911,560.65 |
| 1991-05-01 | $2.07 | $22,194,237.94 |
| 1991-06-03 | $2.13 | $22,802,366.72 |
| 1991-07-01 | $2.20 | $23,568,962.20 |
| 1991-08-01 | $2.39 | $25,595,961.18 |
| 1991-09-03 | $2.51 | $26,903,062.72 |
| 1991-10-01 | $2.42 | $25,890,138.79 |
| 1991-11-01 | $2.32 | $24,877,147.62 |
| 1991-12-02 | $2.51 | $26,906,183.41 |
| 1992-01-02 | $2.99 | $32,004,122.17 |
| 1992-02-03 | $2.77 | $29,636,954.62 |
| 1992-03-02 | $2.73 | $29,231,978.31 |
| 1992-04-01 | $2.68 | $28,719,736.85 |
| 1992-05-01 | $2.61 | $27,907,926.70 |
| 1992-06-01 | $2.70 | $28,857,238.33 |
| 1992-07-01 | $2.72 | $29,089,409.32 |
| 1992-08-03 | $2.84 | $30,378,768.35 |
| 1992-09-01 | $2.90 | $31,086,135.51 |
| 1992-10-01 | $2.99 | $32,037,394.56 |
| 1992-11-02 | $3.13 | $33,463,768.91 |
| 1992-12-01 | $3.25 | $34,822,320.29 |
| 1993-01-04 | $3.19 | $34,172,627.50 |
| 1993-02-01 | $3.34 | $35,804,137.33 |
| 1993-03-01 | $3.35 | $35,873,072.56 |
| 1993-04-01 | $3.16 | $33,868,044.24 |
| 1993-05-03 | $2.67 | $28,564,432.28 |
| 1993-06-01 | $2.86 | $30,605,733.18 |
| 1993-07-01 | $2.62 | $28,055,966.65 |
| 1993-08-02 | $2.61 | $27,920,757.69 |
| 1993-09-01 | $2.62 | $28,092,700.46 |
| 1993-10-01 | $2.52 | $27,002,725.08 |
| 1993-11-01 | $2.66 | $28,503,887.11 |
| 1993-12-01 | $2.91 | $31,129,892.44 |
| 1994-01-03 | $2.60 | $27,854,085.05 |
| 1994-02-01 | $2.75 | $29,493,542.46 |
| 1994-03-01 | $2.85 | $30,586,910.83 |
| 1994-04-04 | $2.59 | $27,762,028.73 |
| 1994-05-02 | $2.58 | $27,626,268.62 |
| 1994-06-01 | $2.34 | $25,028,750.38 |
| 1994-07-01 | $2.52 | $26,992,254.24 |
| 1994-08-01 | $2.58 | $27,678,338.06 |
| 1994-09-01 | $2.52 | $27,040,582.65 |
| 1994-10-03 | $2.38 | $25,531,698.34 |
| 1994-11-01 | $2.42 | $25,944,499.48 |
| 1994-12-01 | $2.31 | $24,753,828.77 |
| 1995-01-03 | $2.14 | $22,967,051.18 |
| 1995-02-01 | $2.41 | $25,856,122.98 |
| 1995-03-01 | $2.50 | $26,819,835.48 |
| 1995-04-03 | $2.67 | $28,666,444.84 |
| 1995-05-01 | $2.37 | $25,359,787.66 |
| 1995-06-01 | $2.55 | $27,290,332.78 |
| 1995-07-03 | $2.73 | $29,278,647.23 |
| 1995-08-01 | $2.68 | $28,727,203.96 |
| 1995-09-01 | $2.57 | $27,540,286.89 |
| 1995-10-02 | $2.56 | $27,402,892.75 |
| 1995-11-01 | $2.30 | $24,635,924.14 |
| 1995-12-01 | $2.51 | $26,906,303.48 |
| 1996-01-02 | $2.41 | $25,797,756.26 |
| 1996-02-01 | $2.25 | $24,134,397.75 |
| 1996-03-01 | $2.24 | $23,996,682.68 |
| 1996-04-01 | $2.44 | $26,135,855.86 |
| 1996-05-01 | $2.51 | $26,970,964.26 |
| 1996-06-03 | $2.70 | $28,918,308.96 |
| 1996-07-01 | $2.58 | $27,723,501.79 |
| 1996-08-01 | $2.55 | $27,306,554.98 |
| 1996-09-03 | $2.76 | $29,593,945.48 |
| 1996-10-01 | $2.71 | $29,036,548.45 |
| 1996-11-01 | $2.75 | $29,456,349.77 |
| 1996-12-02 | $2.65 | $28,480,139.93 |
| 1997-01-02 | $2.40 | $25,743,311.01 |
| 1997-02-03 | $2.44 | $26,164,047.60 |
| 1997-03-03 | $2.82 | $30,222,570.22 |
| 1997-04-01 | $2.90 | $31,136,720.34 |
| 1997-05-01 | $2.95 | $31,698,753.72 |
| 1997-06-02 | $3.18 | $34,084,161.94 |
| 1997-07-01 | $3.56 | $38,160,447.87 |
| 1997-08-01 | $3.84 | $41,253,644.59 |
| 1997-09-02 | $3.95 | $42,379,067.02 |
| 1997-10-01 | $3.88 | $41,610,699.93 |
| 1997-11-03 | $3.81 | $40,907,605.37 |
| 1997-12-01 | $4.29 | $46,048,477.79 |
| 1998-01-02 | $4.14 | $44,433,774.85 |
| 1998-02-02 | $4.29 | $46,056,956.46 |
| 1998-03-02 | $4.93 | $52,899,500.29 |
| 1998-04-01 | $5.42 | $58,208,187.59 |
| 1998-05-01 | $5.33 | $57,220,167.53 |
| 1998-06-01 | $5.95 | $63,861,575.59 |
| 1998-07-01 | $6.38 | $68,476,821.50 |
| 1998-08-03 | $6.50 | $69,751,127.26 |
| 1998-09-01 | $6.51 | $69,893,700.96 |
| 1998-10-01 | $5.61 | $60,207,321.46 |
| 1998-11-02 | $7.27 | $77,987,179.04 |
| 1998-12-01 | $7.91 | $84,858,959.58 |
| 1999-01-04 | $8.52 | $91,470,570.79 |
| 1999-02-01 | $8.93 | $95,867,822.58 |
| 1999-03-01 | $9.08 | $97,428,822.27 |
| 1999-04-01 | $9.87 | $105,907,388.79 |
| 1999-05-03 | $9.76 | $104,772,629.15 |
| 1999-06-01 | $9.19 | $98,669,027.84 |
| 1999-07-01 | $10.12 | $108,593,694.65 |
| 1999-08-02 | $8.98 | $96,370,801.91 |
| 1999-09-01 | $9.53 | $102,341,655.75 |
| 1999-10-01 | $10.25 | $109,993,365.80 |
| 1999-11-01 | $11.93 | $128,065,628.04 |
| 1999-12-01 | $12.42 | $133,367,168.74 |
| 2000-01-03 | $14.18 | $152,229,152.05 |
| 2000-02-01 | $12.46 | $133,717,738.82 |
| 2000-03-01 | $10.40 | $111,646,097.59 |
| 2000-04-03 | $13.00 | $139,591,567.87 |
| 2000-05-01 | $12.31 | $132,178,116.00 |
| 2000-06-01 | $12.11 | $130,040,306.96 |
| 2000-07-03 | $12.10 | $129,897,819.07 |
| 2000-08-01 | $11.60 | $124,474,574.52 |
| 2000-09-01 | $10.37 | $111,342,918.83 |
| 2000-10-02 | $9.85 | $105,751,468.90 |
| 2000-11-01 | $9.94 | $106,752,874.57 |
| 2000-12-01 | $10.90 | $117,043,354.64 |
| 2001-01-02 | $11.49 | $123,343,592.45 |
| 2001-02-01 | $11.88 | $127,522,853.94 |
| 2001-03-01 | $10.31 | $110,673,434.77 |
| 2001-04-02 | $10.82 | $116,109,969.54 |
| 2001-05-01 | $11.43 | $122,668,516.61 |
| 2001-06-01 | $11.05 | $118,588,235.98 |
| 2001-07-02 | $10.64 | $114,235,874.22 |
| 2001-08-01 | $11.77 | $126,314,897.86 |
| 2001-09-04 | $10.36 | $111,252,709.54 |
| 2001-10-01 | $10.66 | $114,438,440.49 |
| 2001-11-01 | $11.19 | $120,143,014.01 |
| 2001-12-03 | $11.69 | $125,525,559.54 |
| 2002-01-02 | $12.45 | $133,674,695.40 |
| 2002-02-01 | $12.71 | $136,462,024.97 |
| 2002-03-01 | $13.47 | $144,637,923.78 |
| 2002-04-01 | $12.79 | $137,317,192.73 |
| 2002-05-01 | $12.20 | $130,954,878.37 |
| 2002-06-03 | $11.41 | $122,540,656.99 |
| 2002-07-01 | $11.70 | $125,584,476.39 |
| 2002-08-01 | $10.19 | $109,425,738.95 |
| 2002-09-03 | $11.15 | $119,745,936.14 |
| 2002-10-01 | $11.13 | $119,542,817.55 |
| 2002-11-01 | $11.74 | $126,109,304.93 |
| 2002-12-02 | $11.71 | $125,717,318.53 |
| 2003-01-02 | $11.13 | $119,467,329.42 |
| 2003-02-03 | $10.37 | $111,295,434.52 |
| 2003-03-03 | $10.30 | $110,648,182.03 |
| 2003-04-01 | $11.32 | $121,578,425.61 |
| 2003-05-01 | $12.08 | $129,743,431.39 |
| 2003-06-02 | $11.33 | $121,673,191.93 |
| 2003-07-01 | $11.76 | $126,264,121.41 |
| 2003-08-01 | $11.96 | $128,402,379.10 |
| 2003-09-02 | $12.96 | $139,206,258.62 |
| 2003-10-01 | $12.34 | $132,562,853.50 |
| 2003-11-03 | $12.79 | $137,380,500.34 |
| 2003-12-01 | $11.81 | $126,817,364.09 |
| 2004-01-02 | $11.35 | $121,912,609.36 |
| 2004-02-02 | $11.87 | $127,484,836.23 |
| 2004-03-01 | $13.12 | $140,912,668.98 |
| 2004-04-01 | $12.69 | $136,324,110.12 |
| 2004-05-03 | $12.30 | $132,096,378.84 |
| 2004-06-01 | $12.09 | $129,833,079.29 |
| 2004-07-01 | $11.29 | $121,215,994.24 |
| 2004-08-02 | $11.60 | $124,542,513.86 |
| 2004-09-01 | $11.50 | $123,547,662.72 |
| 2004-10-01 | $11.61 | $124,722,368.55 |
| 2004-11-01 | $11.77 | $126,413,626.65 |
| 2004-12-01 | $11.55 | $123,996,621.60 |
| 2005-01-03 | $11.69 | $125,546,834.53 |
| 2005-02-01 | $11.53 | $123,806,397.66 |
| 2005-03-01 | $11.40 | $122,466,002.45 |
| 2005-04-01 | $10.77 | $115,629,343.04 |
| 2005-05-02 | $10.50 | $112,821,619.96 |
| 2005-06-01 | $10.57 | $113,467,969.62 |
| 2005-07-01 | $10.64 | $114,321,416.76 |
| 2005-08-01 | $10.92 | $117,282,270.82 |
| 2005-09-01 | $9.95 | $106,893,718.30 |
| 2005-10-03 | $9.68 | $103,949,222.81 |
| 2005-11-01 | $10.39 | $111,622,863.23 |
| 2005-12-01 | $10.62 | $114,094,358.07 |
| 2006-01-03 | $10.26 | $110,153,487.58 |
| 2006-02-01 | $10.24 | $109,940,058.92 |
| 2006-03-01 | $10.02 | $107,582,127.64 |
| 2006-04-03 | $10.41 | $111,855,820.60 |
| 2006-05-01 | $10.23 | $109,847,872.19 |
| 2006-06-01 | $10.81 | $116,138,189.11 |
| 2006-07-03 | $10.63 | $114,171,179.28 |
| 2006-08-01 | $9.85 | $105,819,931.47 |
| 2006-09-01 | $10.19 | $109,497,948.66 |
| 2006-10-02 | $10.86 | $116,702,476.27 |
| 2006-11-01 | $10.96 | $117,691,276.04 |
| 2006-12-01 | $10.29 | $110,512,729.62 |
| 2007-01-03 | $10.70 | $114,984,414.36 |
| 2007-02-01 | $10.76 | $115,541,611.81 |
| 2007-03-01 | $10.78 | $115,808,604.22 |
| 2007-04-02 | $10.72 | $115,173,358.00 |
| 2007-05-01 | $10.93 | $117,434,139.16 |
| 2007-06-01 | $11.24 | $120,763,014.01 |
| 2007-07-02 | $10.98 | $117,981,135.48 |
| 2007-08-01 | $10.50 | $112,831,262.24 |
| 2007-09-04 | $9.89 | $106,237,390.75 |
| 2007-10-01 | $10.16 | $109,109,019.51 |
| 2007-11-01 | $10.06 | $108,030,474.70 |
| 2007-12-03 | $10.93 | $117,453,147.30 |
| 2008-01-02 | $10.76 | $115,592,815.58 |
| 2008-02-01 | $11.74 | $126,142,587.07 |
| 2008-03-03 | $11.45 | $122,964,151.64 |
| 2008-04-01 | $12.47 | $133,926,644.88 |
| 2008-05-01 | $13.39 | $143,808,596.69 |
| 2008-06-02 | $13.24 | $142,252,772.37 |
| 2008-07-01 | $13.20 | $141,830,986.03 |
| 2008-08-01 | $13.37 | $143,622,598.44 |
| 2008-09-02 | $13.86 | $148,947,153.95 |
| 2008-10-01 | $13.87 | $148,973,112.85 |
| 2008-11-03 | $13.01 | $139,759,986.61 |
| 2008-12-01 | $12.32 | $132,369,772.05 |
| 2009-01-02 | $13.35 | $143,401,293.52 |
| 2009-02-02 | $10.87 | $116,793,561.15 |
| 2009-03-02 | $11.21 | $120,481,144.87 |
| 2009-04-01 | $12.40 | $133,217,332.24 |
| 2009-05-01 | $11.75 | $126,232,075.02 |
| 2009-06-01 | $11.94 | $128,283,066.63 |
| 2009-07-01 | $11.42 | $122,654,773.73 |
| 2009-08-03 | $11.76 | $126,383,336.57 |
| 2009-09-01 | $12.10 | $129,958,801.95 |
| 2009-10-01 | $11.63 | $124,936,832.01 |
| 2009-11-02 | $11.93 | $128,201,473.41 |
| 2009-12-01 | $12.99 | $139,599,828.37 |
| 2010-01-04 | $12.93 | $138,972,326.61 |
| 2010-02-01 | $12.75 | $137,051,328.04 |
| 2010-03-01 | $12.86 | $138,128,610.00 |
| 2010-04-01 | $13.31 | $143,005,797.34 |
| 2010-05-03 | $12.89 | $138,496,784.64 |
| 2010-06-01 | $12.28 | $131,992,529.35 |
| 2010-07-01 | $11.66 | $125,305,737.68 |
| 2010-08-02 | $12.40 | $133,264,757.63 |
| 2010-09-01 | $12.42 | $133,495,991.30 |
| 2010-10-01 | $12.95 | $139,128,827.69 |
| 2010-11-01 | $13.18 | $141,606,830.78 |
| 2010-12-01 | $13.27 | $142,624,746.46 |
| 2011-01-03 | $13.31 | $143,047,448.87 |
| 2011-02-01 | $13.74 | $147,689,134.46 |
| 2011-03-01 | $12.70 | $136,521,066.84 |
| 2011-04-01 | $12.81 | $137,637,321.58 |
| 2011-05-02 | $13.52 | $145,321,496.20 |
| 2011-06-01 | $13.43 | $144,317,292.35 |
| 2011-07-01 | $13.23 | $142,218,668.95 |
| 2011-08-01 | $13.01 | $139,854,237.60 |
| 2011-09-01 | $13.12 | $140,947,257.30 |
| 2011-10-03 | $12.94 | $139,101,042.56 |
| 2011-11-01 | $14.01 | $150,533,178.31 |
| 2011-12-01 | $14.60 | $156,905,728.13 |
| 2012-01-03 | $15.12 | $162,520,533.30 |
| 2012-02-01 | $15.59 | $167,505,160.83 |
| 2012-03-01 | $14.74 | $158,454,740.44 |
| 2012-04-02 | $15.48 | $166,404,612.36 |
| 2012-05-01 | $14.91 | $160,195,268.08 |
| 2012-06-01 | $16.65 | $178,976,039.49 |
| 2012-07-02 | $17.62 | $189,352,470.39 |
| 2012-08-01 | $18.70 | $201,012,280.84 |
| 2012-09-04 | $18.78 | $201,798,415.63 |
| 2012-10-01 | $18.91 | $203,281,835.87 |
| 2012-11-01 | $18.76 | $201,635,680.51 |
| 2012-12-03 | $18.22 | $195,844,262.70 |
| 2013-01-02 | $17.78 | $191,135,138.93 |
| 2013-02-01 | $18.11 | $194,586,702.80 |
| 2013-03-01 | $18.43 | $198,038,304.90 |
| 2013-04-01 | $19.50 | $209,568,907.32 |
| 2013-05-01 | $20.18 | $216,876,943.54 |
| 2013-06-03 | $19.68 | $211,554,625.89 |
| 2013-07-01 | $19.40 | $208,481,021.87 |
| 2013-08-01 | $20.34 | $218,628,013.72 |
| 2013-09-03 | $19.02 | $204,378,087.24 |
| 2013-10-01 | $19.25 | $206,938,020.67 |
| 2013-11-01 | $20.16 | $216,724,912.19 |
| 2013-12-02 | $21.22 | $228,086,517.89 |
| 2014-01-02 | $20.77 | $223,192,744.59 |
| 2014-02-03 | $19.12 | $205,515,999.56 |
| 2014-03-03 | $19.51 | $209,646,521.38 |
| 2014-04-01 | $20.33 | $218,543,921.22 |
| 2014-05-01 | $21.11 | $226,885,798.05 |
| 2014-06-02 | $20.46 | $219,870,222.97 |
| 2014-07-01 | $20.06 | $215,632,028.90 |
| 2014-08-01 | $19.60 | $210,648,919.15 |
| 2014-09-02 | $20.32 | $218,409,707.96 |
| 2014-10-01 | $20.42 | $219,477,537.74 |
| 2014-11-03 | $20.46 | $219,939,873.30 |
| 2014-12-01 | $23.13 | $248,601,108.79 |
| 2015-01-02 | $23.17 | $249,063,120.29 |
| 2015-02-02 | $23.12 | $248,513,167.62 |
| 2015-03-02 | $22.65 | $243,440,232.74 |
| 2015-04-01 | $21.90 | $235,423,406.00 |
| 2015-05-01 | $21.33 | $229,269,810.90 |
| 2015-06-01 | $20.41 | $219,358,048.25 |
| 2015-07-01 | $19.63 | $210,993,303.51 |
| 2015-08-03 | $19.71 | $211,874,940.45 |
| 2015-09-01 | $17.55 | $188,615,403.24 |
| 2015-10-01 | $17.67 | $189,946,310.79 |
| 2015-11-02 | $15.84 | $170,264,105.98 |
| 2015-12-01 | $16.22 | $174,343,658.25 |
| 2016-01-04 | $17.04 | $183,166,149.23 |
| 2016-02-01 | $18.71 | $201,167,832.56 |
| 2016-03-01 | $18.43 | $198,069,348.03 |
| 2016-04-01 | $19.29 | $207,342,728.08 |
| 2016-05-02 | $18.88 | $202,930,248.17 |
| 2016-06-01 | $19.84 | $213,217,957.57 |
| 2016-07-01 | $20.49 | $220,205,261.12 |
| 2016-08-01 | $20.76 | $223,139,929.39 |
| 2016-09-01 | $20.63 | $221,806,067.85 |
| 2016-10-03 | $20.40 | $219,279,605.15 |
| 2016-11-01 | $19.63 | $211,028,315.99 |
| 2016-12-01 | $20.02 | $215,201,161.90 |
| 2017-01-03 | $19.59 | $210,577,782.39 |
| 2017-02-01 | $18.90 | $203,126,102.38 |
| 2017-03-01 | $20.10 | $216,069,790.21 |
| 2017-04-03 | $20.64 | $221,923,069.85 |
| 2017-05-01 | $21.62 | $232,428,563.72 |
| 2017-06-01 | $23.09 | $248,229,851.18 |
| 2017-07-03 | $21.80 | $234,390,245.30 |
| 2017-08-01 | $23.29 | $250,378,067.81 |
| 2017-09-01 | $22.82 | $245,287,354.28 |
| 2017-10-02 | $22.84 | $245,538,754.00 |
| 2017-11-01 | $25.60 | $275,242,300.76 |
| 2017-12-01 | $28.34 | $304,695,656.32 |
| 2018-01-02 | $28.86 | $310,203,849.72 |
| 2018-02-01 | $30.88 | $332,009,455.08 |
| 2018-03-01 | $26.07 | $280,283,404.82 |
| 2018-04-02 | $25.19 | $270,782,325.41 |
| 2018-05-01 | $25.74 | $276,670,610.47 |
| 2018-06-01 | $24.59 | $264,336,248.24 |
| 2018-07-02 | $24.89 | $267,554,244.90 |
| 2018-08-01 | $26.14 | $281,060,414.97 |
| 2018-09-04 | $28.42 | $305,504,066.81 |
| 2018-10-01 | $28.13 | $302,429,440.49 |
| 2018-11-01 | $29.97 | $322,229,368.50 |
| 2018-12-03 | $29.43 | $316,367,505.40 |
| 2019-01-02 | $27.97 | $300,668,290.83 |
| 2019-02-01 | $28.12 | $302,344,367.35 |
| 2019-03-01 | $29.34 | $315,455,726.10 |
| 2019-04-01 | $29.47 | $316,797,837.69 |
| 2019-05-01 | $30.53 | $328,263,427.89 |
| 2019-06-03 | $30.88 | $331,961,642.97 |
| 2019-07-01 | $33.50 | $360,157,845.42 |
| 2019-08-01 | $33.12 | $356,121,887.49 |
| 2019-09-03 | $34.89 | $375,085,701.07 |
| 2019-10-01 | $35.87 | $385,589,271.63 |
| 2019-11-01 | $35.80 | $384,837,862.63 |
| 2019-12-02 | $36.30 | $390,270,034.46 |
| 2020-01-02 | $36.36 | $390,904,224.39 |
| 2020-02-03 | $34.93 | $375,556,880.94 |
| 2020-03-02 | $35.42 | $380,849,365.17 |
| 2020-04-01 | $35.05 | $376,791,544.42 |
| 2020-05-01 | $37.74 | $405,776,411.58 |
| 2020-06-01 | $38.23 | $411,010,739.49 |
| 2020-07-01 | $36.91 | $396,853,847.33 |
| 2020-08-03 | $39.88 | $428,718,500.36 |
| 2020-09-01 | $45.70 | $491,375,280.22 |
| 2020-10-01 | $44.31 | $476,361,030.95 |
| 2020-11-02 | $43.48 | $467,439,367.87 |
| 2020-12-01 | $47.27 | $508,191,541.68 |
| 2021-01-04 | $45.54 | $489,633,506.70 |
| 2021-02-01 | $43.28 | $465,374,950.88 |
| 2021-03-01 | $40.83 | $438,978,011.26 |
| 2021-04-01 | $42.33 | $455,072,703.68 |
| 2021-05-03 | $44.35 | $476,884,234.69 |
| 2021-06-01 | $44.38 | $477,208,547.87 |
| 2021-07-01 | $43.65 | $469,326,809.03 |
| 2021-08-02 | $44.56 | $479,096,887.47 |
| 2021-09-01 | $46.47 | $499,659,964.52 |
| 2021-10-01 | $43.10 | $463,381,708.49 |
| 2021-11-01 | $47.10 | $506,458,129.98 |
| 2021-12-01 | $43.13 | $463,687,950.94 |
| 2022-01-03 | $45.67 | $491,050,430.81 |
| 2022-02-01 | $44.49 | $478,355,055.85 |
| 2022-03-01 | $42.94 | $461,653,826.22 |
| 2022-04-01 | $47.86 | $514,626,878.95 |
| 2022-05-02 | $48.17 | $517,933,516.95 |
| 2022-06-01 | $39.91 | $429,076,765.11 |
| 2022-07-01 | $39.01 | $419,432,492.82 |
| 2022-08-01 | $42.16 | $453,328,893.99 |
| 2022-09-01 | $42.97 | $461,968,449.56 |
| 2022-10-03 | $42.34 | $455,270,902.08 |
| 2022-11-01 | $45.27 | $486,738,467.52 |
| 2022-12-01 | $49.00 | $526,863,124.57 |
| 2023-01-03 | $46.05 | $495,161,430.90 |
| 2023-02-01 | $46.40 | $498,851,916.22 |
| 2023-03-01 | $44.95 | $483,267,123.81 |
| 2023-04-03 | $47.88 | $514,817,242.17 |
| 2023-05-01 | $48.81 | $524,859,028.13 |
| 2023-06-01 | $47.65 | $512,326,227.99 |
| 2023-07-03 | $51.14 | $549,828,089.29 |
| 2023-08-01 | $51.43 | $552,991,846.95 |
| 2023-09-01 | $52.41 | $563,538,905.26 |
| 2023-10-02 | $51.93 | $558,412,618.27 |
| 2023-11-01 | $53.48 | $575,051,018.82 |
| 2023-12-01 | $50.07 | $538,324,311.21 |
| 2024-01-02 | $51.86 | $557,654,031.39 |
| 2024-02-01 | $54.80 | $589,232,826.07 |
| 2024-03-01 | $57.40 | $617,135,840.50 |
| 2024-04-01 | $58.81 | $632,306,355.14 |
| 2024-05-01 | $57.68 | $620,188,155.57 |
| 2024-06-03 | $64.73 | $696,043,246.63 |
| 2024-07-01 | $66.37 | $713,598,597.88 |
| 2024-08-01 | $68.64 | $738,027,603.45 |
| 2024-09-03 | $76.11 | $818,398,088.58 |
| 2024-10-01 | $80.16 | $861,880,179.34 |
| 2024-11-01 | $81.06 | $871,637,930.83 |
| 2024-12-02 | $91.37 | $982,462,908.27 |
| 2025-01-02 | $88.96 | $956,580,876.76 |
| 2025-02-03 | $98.39 | $1,057,979,407.20 |
| 2025-03-03 | $96.47 | $1,037,254,597.00 |
| 2025-04-01 | $88.05 | $946,740,847.27 |
| 2025-05-01 | $96.55 | $1,038,186,721.40 |
| 2025-06-02 | $99.13 | $1,065,911,170.63 |
| 2025-07-01 | $97.61 | $1,049,566,126.71 |
| 2025-08-01 | $97.86 | $1,052,238,106.15 |
| 2025-09-02 | $97.45 | $1,047,843,171.37 |
| 2025-10-01 | $101.54 | $1,091,856,801.99 |
| 2025-11-03 | $101.18 | $1,087,895,579.56 |
| 2025-12-01 | $111.08 | $1,194,340,992.55 |
| 2026-01-02 | $112.53 | $1,209,975,156.92 |
| 2026-02-02 | $123.81 | $1,331,231,190.25 |
| 2026-03-02 | $126.84 | $1,363,853,057.48 |
Want to test other tickers with this strategy? Try another ticker.