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Real Rate of Return

S & P 500 started out January 1st at 2,238; as of June 16, it’s at 2,433. The annual, to date, point to point Rate of Return is 8.7%,  If you figured in the highs and lows, the actual Rate of Return 8.4%.

If using the Dow Jones Industrial Average for the benchmark, January 1st started at 19,762 and as of June 16,  the Dow is at 21,384, an annual, to date, point to point Rate of Return is 8.2%. If you figured in the daily highs and lows the actual Rate of Return to date is 7.9%.