See the potential value of an investment if you had followed our rolling 12-month cycle since 1998.
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We prioritize transparency. To see the full range of potential outcomes, pick the dates 2024-09-28 and 2024-07-10, which highlight the spectrum of possibilities.
1. $ Investment Amount
2. End Date
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3. Capital Gains Tax %
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Simulated Net Worth
$
Please note that past results don't
guarentee
future results.
Buying and selling
commission fees are not included in the simulation. Dividends have been re-invested.
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Research Details
Mean Returns
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Compound Annual Growth Rate
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Strategy Beta to S&P500
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Strategy Beta to Dow Jones
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Mean Returns Dow Jones with dividends re-invested
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CAGR Dow Jones with dividends re-invested
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Mean Returns S&P 500 with dividends re-invested
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CAGR S&P 500 with dividends re-invested
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Standard Deviation
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Sharp Ratio
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Year to Year Returns
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