Sunday, July 31, 2022

Investment Returns from 15 Years in the S&P 500 index (from July 2005 to July 2020)

The S&P 500 investment calculator can help you see hypothetical market returns over time.

Investing in the S&P 500 from July 2005 to July 2020 and merely investing $100 per month would have grown $18,000 to a whopping $41,905.  After capital gains taxes, this would have been closer to $38,889.

This period of 15 years would have provided an annualized return of 10.59%.

Here's the breakdown, as a screenshot from their website:


A comparative annual return of 9% would have yielded $38,124 (using Nerd Wallet's investment calculator).



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