Real Rate of Return

S & P 500 started out January 1st at 2,238; as of July 21, it’s at 2,472. The annual, to date, point to point Rate of Return is 10.4%,  If you figured in the highs and lows, the actual Rate of Return 11%.

If using the Dow Jones Industrial Average for the benchmark, January 1st started at 19,762 and as of July 21,  the Dow is at 21,580, an annual, to date, point to point Rate of Return is 9.1%. If you figured in the daily highs and lows the actual Rate of Return to date is 8.9%.  

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