Real Rate of Return

 S & P 500 started out January 1st at 2,506; as of November 15, 2019, it’s at 3,120. The annual, to date, point to point Rate of Return is 24%,  If you figured in the highs and lows, the actual Rate of Return 12%.

If using the Dow Jones Industrial Average for the benchmark, January 1st started at 23,327 and as of November 15, 2019  the Dow is at 28,004 an annual, to date, point to point Rate of Return is 20%. If you figured in the daily highs and lows the actual Rate of Return to date is 11%.   

Downloads

Click on our Newsletter for information and fun facts.