Investment Scenarios & Historical Return Examples
Browse lump-sum amount pages (5-year snapshots) and historical year scenarios (“if you invested $X at the start of year Y”). Each result page shows final value, return, CAGR, and drawdown where applicable.
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Lump-sum amount (5-year snapshot)
Historical scenarios (by start year)
5-year snapshot pages use the first available close in the window; year scenarios run from the first close in the start year through the latest data. For education and research only.
FAQ
What do lump-sum amount (5-year) pages show?
What a lump sum invested at the start of a 5-year window would be worth today, using historical prices.
What do historical year scenarios show?
What would have happened if you invested a specific amount at the start of a given year: final value, total return, CAGR, and max drawdown using historical daily closing prices.
Can I try other amounts or dates?
Yes. Use the ROI calculator for that asset to enter any amount and date range.
Is this financial advice?
No. All results are for education and research only. Past performance does not guarantee future results.