S & P 500 started out January 4th, 2021 at 3,700; as of May 7, 2021 it’s at 4,232 The annual, to date, point to point Rate of Return is 14% If you figured in the highs and lows, the actual Rate of Return is 11%.
If using the Dow Jones Industrial Average for the benchmark, January 4th, 2021 started at 30,223 and as of May 7, 2021 the Dow is at 34,777 an annual, to date, point to point Rate of Return is 15%. If you figured in the daily highs and lows the actual Rate of Return to date is 11%.
