S & P 500 started out January 4th, 2021 at 3,700; as of February 26th, 2021 it’s at 3,811. The annual, to date, point to point Rate of Return is 3% If you figured in the highs and lows, the actual Rate of Return is 2.6%.
If using the Dow Jones Industrial Average for the benchmark, January 4th, 2021 started at 30,223 and as of February 26th, 2021 the Dow is at 30,932 an annual, to date, point to point Rate of Return is 2%. If you figured in the daily highs and lows the actual Rate of Return to date is 2%.
