Real Rate of Return

S & P 500 started out January 1st at 2,238; as of September 15, it’s at 2,500. The annual, to date, point to point Rate of Return is 11.7%,  If you figured in the highs and lows, the actual Rate of Return 11.12%.

If using the Dow Jones Industrial Average for the benchmark, January 1st started at 19,762 and as of September 15 ,  the Dow is at 22,268, an annual, to date, point to point Rate of Return is 12.6%. If you figured in the daily highs and lows the actual Rate of Return to date is 11.22%.  

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