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1
1997-05-01Begin Date$1,000.00Monthly investment rateyesInvest at a constant 2013 dollar rate? (y/n)
2
2013-02-01End Date$0.00Initial investment principalNOMINALINFLATIONREAL (2013 Dollars)
3
DateInvestTotal InvestedShare PriceDividend /Share/YearShares, InvestShares, DividendShares OwnedYearValueProfitTotal ReturnAnnualized ReturnCPITotal InflationAnnualized InflationInvest, 2013 $Invested, 2013 $Value, 2013 $Profit, 2013 $Total ReturnEffective Annualized
4
1997-05-01$678.57$678.57833.0915.130.810.000.820.00$679.60$1.030.15%#DIV/0!160.10.00%#DIV/0!$1,000.00$1,000.00$1,001.51$1.510.15%#DIV/0!
5
1997-06-01$679.42$1,357.98876.2915.160.780.001.590.08$1,396.26$38.282.82%38.72%160.30.12%1.48%$1,000.00$2,000.00$2,055.09$55.092.75%37.70%
6
1997-07-01$680.26$2,038.25925.2915.220.740.002.330.17$2,157.55$119.315.85%40.55%160.50.25%1.50%$1,000.00$3,000.00$3,171.64$171.645.72%39.50%
7
1997-08-01$681.53$2,719.78927.2415.270.740.003.070.25$2,847.54$127.764.70%19.98%160.80.44%1.75%$1,000.00$4,000.00$4,178.12$178.124.45%18.87%
8
1997-09-01$683.23$3,403.01937.0215.330.730.013.810.34$3,565.66$162.644.78%14.86%161.20.69%2.05%$1,000.00$5,000.00$5,218.82$218.824.38%13.55%
9
1997-10-01$684.93$4,087.94951.1615.390.720.014.530.42$4,310.19$222.265.44%13.46%161.60.94%2.25%$1,000.00$6,000.00$6,292.94$292.944.88%12.04%
10
1997-11-01$684.50$4,772.44938.9215.440.730.015.270.50$4,946.00$173.563.64%7.34%161.50.87%1.74%$1,000.00$7,000.00$7,225.69$225.693.22%6.50%
11
1997-12-01$683.65$5,456.09962.3715.500.710.015.990.59$5,760.90$304.815.59%9.72%161.30.75%1.28%$1,000.00$8,000.00$8,426.63$426.635.33%9.27%
12
1998-01-01$684.93$6,141.02963.3615.550.710.016.710.67$6,460.43$319.415.20%7.85%161.60.94%1.40%$1,000.00$9,000.00$9,432.31$432.314.80%7.24%
13
1998-02-01$686.20$6,827.221,023.7415.600.670.017.390.76$7,561.14$733.9210.75%14.46%161.91.12%1.49%$1,000.00$10,000.00$11,018.90$1,018.9010.19%13.69%
14
1998-03-01$687.47$7,514.691,076.8315.650.640.018.030.83$8,651.18$1,136.5015.12%18.42%162.21.31%1.58%$1,000.00$11,000.00$12,584.11$1,584.1114.40%17.53%
15
1998-04-01$688.74$8,203.431,112.2015.750.620.018.660.92$9,635.44$1,432.0217.46%19.16%162.51.50%1.63%$1,000.00$12,000.00$13,989.95$1,989.9516.58%18.20%
16
1998-05-01$690.01$8,893.441,108.4215.850.620.019.301.00$10,304.97$1,411.5315.87%15.87%162.81.69%1.69%$1,000.00$13,000.00$14,934.48$1,934.4814.88%14.88%
17
1998-06-01$690.86$9,584.301,108.3915.950.620.019.931.08$11,008.74$1,424.4414.86%13.62%1631.81%1.67%$1,000.00$14,000.00$15,934.84$1,934.8413.82%12.67%
18
1998-07-01$691.71$10,276.001,156.5816.020.600.0110.541.17$12,193.13$1,917.1318.66%15.79%163.21.94%1.66%$1,000.00$15,000.00$17,627.60$2,627.6017.52%14.83%
19
1998-08-01$692.55$10,968.561,074.6216.080.640.0111.201.25$12,036.62$1,068.069.74%7.70%163.42.06%1.64%$1,000.00$16,000.00$17,380.03$1,380.038.63%6.83%
20
1998-09-01$693.40$11,661.961,020.6416.150.680.0211.901.34$12,141.39$479.434.11%3.06%163.62.19%1.63%$1,000.00$17,000.00$17,509.88$509.883.00%2.23%
21
1998-10-01$695.10$12,357.061,032.4716.170.670.0212.591.42$12,994.16$637.105.16%3.61%1642.44%1.71%$1,000.00$18,000.00$18,694.00$694.003.86%2.70%
22
1998-11-01$695.10$13,052.161,144.4316.180.610.0213.211.50$15,116.12$2,063.9615.81%10.25%1642.44%1.61%$1,000.00$19,000.00$21,746.75$2,746.7514.46%9.39%
23
1998-12-01$694.67$13,746.831,190.0516.200.580.0213.811.59$16,431.98$2,685.1519.53%11.90%163.92.37%1.49%$1,000.00$20,000.00$23,654.23$3,654.2318.27%11.16%
24
1999-01-01$696.37$14,443.201,248.7716.280.560.0214.381.67$17,958.63$3,515.4324.34%13.92%164.32.62%1.56%$1,000.00$21,000.00$25,788.95$4,788.9522.80%13.08%
25
1999-02-01$697.22$15,140.421,246.5816.370.560.0214.961.76$18,644.74$3,504.3223.15%12.59%164.52.75%1.56%$1,000.00$22,000.00$26,741.65$4,741.6521.55%11.76%
26
1999-03-01$699.34$15,839.751,281.6616.450.550.0215.521.83$19,890.00$4,050.2525.57%13.23%1653.06%1.66%$1,000.00$23,000.00$28,441.26$5,441.2623.66%12.28%
27
1999-04-01$704.42$16,544.181,334.7616.370.530.0216.061.92$21,440.37$4,896.2029.59%14.47%166.23.81%1.97%$1,000.00$24,000.00$30,436.82$6,436.8226.82%13.19%
28
1999-05-01$704.42$17,248.601,332.0716.290.530.0216.612.00$22,124.11$4,875.5128.27%13.25%166.23.81%1.89%$1,000.00$25,000.00$31,407.45$6,407.4525.63%12.08%
29
1999-06-01$704.42$17,953.021,322.5516.210.530.0217.162.08$22,693.57$4,740.5526.41%11.89%166.23.81%1.81%$1,000.00$26,000.00$32,215.86$6,215.8623.91%10.83%
30
1999-07-01$706.54$18,659.561,380.9916.290.510.0217.692.17$24,426.87$5,767.3130.91%13.23%166.74.12%1.88%$1,000.00$27,000.00$34,572.45$7,572.4528.05%12.08%
31
1999-08-01$708.24$19,367.801,327.4916.380.530.0218.242.25$24,213.67$4,845.8725.02%10.42%167.14.37%1.92%$1,000.00$28,000.00$34,188.66$6,188.6622.10%9.27%
32
1999-09-01$711.63$20,079.431,318.1716.460.540.0218.802.34$24,781.06$4,701.6323.42%9.42%167.94.87%2.06%$1,000.00$29,000.00$34,823.07$5,823.0720.08%8.14%
33
1999-10-01$712.90$20,792.331,300.0116.470.550.0219.372.42$25,179.12$4,386.7921.10%8.23%168.25.06%2.06%$1,000.00$30,000.00$35,319.32$5,319.3217.73%6.98%
34
1999-11-01$713.32$21,505.651,391.0016.470.510.0219.902.50$27,682.06$6,176.4128.72%10.61%168.35.12%2.01%$1,000.00$31,000.00$38,807.18$7,807.1825.18%9.38%
35
1999-12-01$713.32$22,218.971,428.6816.480.500.0220.422.59$29,173.26$6,954.2931.30%11.10%168.35.12%1.95%$1,000.00$32,000.00$40,897.69$8,897.6927.81%9.95%
36
2000-01-01$715.44$22,934.411,425.5916.570.500.0220.942.67$29,854.49$6,920.0830.17%10.38%168.85.43%2.00%$1,000.00$33,000.00$41,728.73$8,728.7326.45%9.18%
37
2000-02-01$719.68$23,654.101,388.8716.670.520.0221.482.76$29,835.00$6,180.9126.13%8.79%169.86.06%2.16%$1,000.00$34,000.00$41,455.89$7,455.8921.93%7.46%
38
2000-03-01$725.61$24,379.711,442.2116.760.500.0222.012.84$31,737.14$7,357.4330.18%9.75%171.26.93%2.39%$1,000.00$35,000.00$43,738.31$8,738.3124.97%8.18%
39
2000-04-01$726.04$25,105.751,461.3616.740.500.0222.522.92$32,915.99$7,810.2431.11%9.72%171.37.00%2.34%$1,000.00$36,000.00$45,336.44$9,336.4425.93%8.22%
40
2000-05-01$726.89$25,832.631,418.4816.720.510.0223.063.00$32,709.13$6,876.5026.62%8.18%171.57.12%2.32%$1,000.00$37,000.00$44,998.99$7,998.9921.62%6.74%
41
2000-06-01$730.70$26,563.331,461.9616.700.500.0223.583.09$34,475.24$7,911.9029.79%8.81%172.47.68%2.43%$1,000.00$38,000.00$47,181.08$9,181.0824.16%7.26%
42
2000-07-01$732.40$27,295.731,473.0016.580.500.0224.103.17$35,501.24$8,205.5130.06%8.65%172.87.93%2.44%$1,000.00$39,000.00$48,472.75$9,472.7524.29%7.10%
43
2000-08-01$732.40$28,028.131,485.4616.460.490.0224.623.25$36,567.67$8,539.5530.47%8.51%172.87.93%2.37%$1,000.00$40,000.00$49,928.84$9,928.8424.82%7.05%
44
2000-09-01$736.21$28,764.341,468.0516.340.500.0225.143.34$36,909.50$8,145.1728.32%7.75%173.78.49%2.47%$1,000.00$41,000.00$50,134.45$9,134.4522.28%6.21%
45
2000-10-01$737.48$29,501.821,390.1416.320.530.0325.703.42$35,723.10$6,221.2821.09%5.75%1748.68%2.46%$1,000.00$42,000.00$48,439.29$6,439.2915.33%4.26%
46
2000-11-01$737.91$30,239.721,378.0416.290.540.0326.263.51$36,185.68$5,945.9519.66%5.25%174.18.74%2.42%$1,000.00$43,000.00$49,038.35$6,038.3514.04%3.82%
47
2000-12-01$737.48$30,977.211,330.9316.270.550.0326.843.59$35,722.46$4,745.2515.32%4.05%1748.68%2.35%$1,000.00$44,000.00$48,438.42$4,438.4210.09%2.71%
48
2001-01-01$742.14$31,719.351,335.6316.170.560.0327.423.67$36,627.67$4,908.3215.47%3.99%175.19.37%2.47%$1,000.00$45,000.00$49,353.85$4,353.859.68%2.55%
49
2001-02-01$745.11$32,464.461,305.7516.070.570.0328.023.76$36,590.85$4,126.3912.71%3.23%175.89.81%2.52%$1,000.00$46,000.00$49,107.92$3,107.926.76%1.75%
50
2001-03-01$746.81$33,211.271,185.8515.970.630.0328.683.84$34,015.85$804.582.42%0.63%176.210.06%2.53%$1,000.00$47,000.00$45,548.42-$1,451.58-3.09%-0.81%
51
2001-04-01$749.77$33,961.041,189.8415.880.630.0329.353.92$34,918.87$957.832.82%0.71%176.910.49%2.58%$1,000.00$48,000.00$46,572.57-$1,427.43-2.97%-0.77%
52
2001-05-01$753.16$34,714.201,270.3715.780.590.0329.974.00$38,074.76$3,360.569.68%2.34%177.710.99%2.64%$1,000.00$49,000.00$50,553.09$1,553.093.17%0.78%
53
2001-06-01$754.44$35,468.641,238.7115.690.610.0330.614.09$37,920.29$2,451.656.91%1.65%17811.18%2.63%$1,000.00$50,000.00$50,263.13$263.130.53%0.13%
54
2001-07-01$752.32$36,220.961,204.4515.710.620.0331.274.17$37,664.71$1,443.753.99%0.94%177.510.87%2.51%$1,000.00$51,000.00$50,064.99-$935.01-1.83%-0.44%
55
2001-08-01$752.32$36,973.271,178.5015.720.640.0431.954.25$37,647.33$674.061.82%0.43%177.510.87%2.45%$1,000.00$52,000.00$50,041.90-$1,958.10-3.77%-0.90%
56
2001-09-01$755.71$37,728.981,044.6415.740.720.0432.714.34$34,169.72-$3,559.26-9.43%-2.26%178.311.37%2.51%$1,000.00$53,000.00$45,215.56-$7,784.44-14.69%-3.59%
57
2001-10-01$753.16$38,482.141,076.5915.740.700.0433.454.42$36,011.77-$2,470.37-6.42%-1.49%177.710.99%2.39%$1,000.00$54,000.00$47,813.99-$6,186.01-11.46%-2.71%
58
2001-11-01$751.89$39,234.041,129.6815.740.670.0434.164.51$38,584.27-$649.77-1.66%-0.37%177.410.81%2.30%$1,000.00$55,000.00$51,316.20-$3,683.80-6.70%-1.53%
59
2001-12-01$748.93$39,982.961,144.9315.740.650.0434.854.59$39,899.71-$83.25-0.21%-0.05%176.710.37%2.17%$1,000.00$56,000.00$53,275.94-$2,724.06-4.86%-1.08%
60
2002-01-01$750.62$40,733.581,140.2115.740.660.0435.554.67$40,532.42-$201.16-0.49%-0.11%177.110.62%2.18%$1,000.00$57,000.00$53,998.52-$3,001.48-5.27%-1.15%
61
2002-02-01$753.59$41,487.171,100.6715.730.680.0436.284.76$39,927.93-$1,559.24-3.76%-0.80%177.811.06%2.23%$1,000.00$58,000.00$52,983.78-$5,016.22-8.65%-1.88%
62
2002-03-01$757.83$42,245.001,153.7915.730.660.0436.974.84$42,661.15$416.150.99%0.20%178.811.68%2.31%$1,000.00$59,000.00$56,294.11-$2,705.89-4.59%-0.97%
63
2002-04-01$762.06$43,007.061,111.9315.830.690.0437.704.92$41,925.13-$1,081.93-2.52%-0.52%179.812.30%2.39%$1,000.00$60,000.00$55,015.19-$4,984.81-8.31%-1.75%
64
2002-05-01$762.06$43,769.131,079.2515.930.710.0538.465.00$41,505.99-$2,263.14-5.17%-1.06%179.812.30%2.35%$1,000.00$61,000.00$54,465.19-$6,534.81-10.71%-2.24%
65
2002-06-01$762.49$44,531.611,014.0216.030.750.0539.265.09$39,812.23-$4,719.38-10.60%-2.18%179.912.37%2.32%$1,000.00$62,000.00$52,213.55-$9,786.45-15.78%-3.32%
66
2002-07-01$763.34$45,294.95903.5915.950.840.0640.175.17$36,293.20-$9,001.75-19.87%-4.20%180.112.49%2.30%$1,000.00$63,000.00$47,545.50-$15,454.50-24.53%-5.30%
67
2002-08-01$765.88$46,060.83912.5515.870.840.0641.065.25$37,473.19-$8,587.64-18.64%-3.85%180.712.87%2.33%$1,000.00$64,000.00$48,928.33-$15,071.67-23.55%-4.98%
68
2002-09-01$767.15$46,827.98867.8115.790.880.0642.015.34$36,458.32-$10,369.66-22.14%-4.58%18113.05%2.32%$1,000.00$65,000.00$47,524.33-$17,475.67-26.89%-5.70%
69
2002-10-01$768.42$47,596.40854.6315.880.900.0742.985.42$36,729.81-$10,866.59-22.83%-4.67%181.313.24%2.32%$1,000.00$66,000.00$47,799.00-$18,201.00-27.58%-5.78%
70
2002-11-01$768.42$48,364.82909.9315.980.840.0643.895.51$39,933.24-$8,431.58-17.43%-3.42%181.313.24%2.28%$1,000.00$67,000.00$51,967.84-$15,032.16-22.44%-4.51%
71
2002-12-01$766.73$49,131.55899.1816.070.850.0744.815.59$40,288.11-$8,843.44-18.00%-3.49%180.912.99%2.21%$1,000.00$68,000.00$52,545.58-$15,454.42-22.73%-4.51%
72
2003-01-01$770.12$49,901.67895.8416.120.860.0745.735.67$40,969.92-$8,931.75-17.90%-3.42%181.713.49%2.26%$1,000.00$69,000.00$53,199.56-$15,800.44-22.90%-4.48%
73
2003-02-01$776.05$50,677.72837.0316.170.930.0846.745.76$39,119.26-$11,558.46-22.81%-4.40%183.114.37%2.36%$1,000.00$70,000.00$50,408.08-$19,591.92-27.99%-5.54%
74
2003-03-01$780.71$51,458.43846.6316.220.920.0847.735.84$40,413.05-$11,045.38-21.46%-4.06%184.215.05%2.43%$1,000.00$71,000.00$51,764.25-$19,235.75-27.09%-5.27%
75
2003-04-01$779.02$52,237.45890.0316.200.880.0748.685.92$43,329.35-$8,908.10-17.05%-3.11%183.814.80%2.36%$1,000.00$72,000.00$55,620.46-$16,379.54-22.75%-4.27%
76
2003-05-01$777.75$53,015.20935.9616.190.830.0749.596.00$46,409.91-$6,605.29-12.46%-2.19%183.514.62%2.30%$1,000.00$73,000.00$59,672.27-$13,327.73-18.26%-3.30%
77
2003-06-01$778.59$53,793.79988.0016.170.790.0750.446.09$49,836.80-$3,956.99-7.36%-1.25%183.714.74%2.28%$1,000.00$74,000.00$64,008.69-$9,991.31-13.50%-2.35%
78
2003-07-01$779.44$54,573.24992.5416.310.790.0751.306.17$50,914.88-$3,658.36-6.70%-1.12%183.914.87%2.27%$1,000.00$75,000.00$65,322.21-$9,677.79-12.90%-2.21%
79
2003-08-01$782.41$55,355.64989.5316.450.790.0752.166.25$51,614.29-$3,741.36-6.76%-1.11%184.615.30%2.30%$1,000.00$76,000.00$65,968.43-$10,031.57-13.20%-2.24%
80
2003-09-01$784.95$56,140.601,019.4416.590.770.0753.006.34$54,032.53-$2,108.06-3.75%-0.60%185.215.68%2.32%$1,000.00$77,000.00$68,835.46-$8,164.54-10.60%-1.75%
81
2003-10-01$784.10$56,924.701,038.7316.860.750.0753.836.42$55,914.58-$1,010.12-1.77%-0.28%18515.55%2.28%$1,000.00$78,000.00$71,310.13-$6,689.87-8.58%-1.39%
82
2003-11-01$781.99$57,706.691,049.9017.120.740.0754.656.51$57,375.70-$330.99-0.57%-0.09%184.515.24%2.20%$1,000.00$79,000.00$73,371.86-$5,628.14-7.12%-1.13%
83
2003-12-01$781.14$58,487.821,080.6417.390.720.0755.456.59$59,916.98$1,429.162.44%0.37%184.315.12%2.16%$1,000.00$80,000.00$76,704.79-$3,295.21-4.12%-0.64%
84
2004-01-01$784.95$59,272.781,132.5217.600.690.0756.216.67$63,660.80$4,388.037.40%1.08%185.215.68%2.21%$1,000.00$81,000.00$81,101.52$101.520.13%0.02%
85
2004-02-01$789.19$60,061.971,143.3617.810.690.0756.986.76$65,143.78$5,081.818.46%1.21%186.216.30%2.26%$1,000.00$82,000.00$82,545.07$545.070.66%0.10%
86
2004-03-01$794.28$60,856.241,123.9818.020.710.0857.766.84$64,920.48$4,064.246.68%0.95%187.417.05%2.33%$1,000.00$83,000.00$81,735.37-$1,264.63-1.52%-0.22%
87
2004-04-01$796.82$61,653.061,133.3618.210.700.0858.546.92$66,347.80$4,694.747.61%1.07%18817.43%2.35%$1,000.00$84,000.00$83,265.79-$734.21-0.87%-0.13%
88
2004-05-01$801.48$62,454.541,102.7818.410.730.0859.357.01$65,450.03$2,995.494.80%0.67%189.118.11%2.40%$1,000.00$85,000.00$81,661.29-$3,338.71-3.93%-0.57%
89
2004-06-01$804.02$63,258.571,132.7618.600.710.0860.147.09$68,126.47$4,867.907.70%1.05%189.718.49%2.42%$1,000.00$86,000.00$84,731.80-$1,268.20-1.47%-0.21%
90
2004-07-01$802.75$64,061.321,105.8518.790.730.0960.957.17$67,406.11$3,344.795.22%0.71%189.418.30%2.37%$1,000.00$87,000.00$83,968.65-$3,031.35-3.48%-0.49%
91
2004-08-01$803.18$64,864.501,088.9418.970.740.0961.787.26$67,276.07$2,411.583.72%0.50%189.518.36%2.35%$1,000.00$88,000.00$83,762.44-$4,237.56-4.82%-0.68%
92
2004-09-01$804.87$65,669.371,117.6619.160.720.0962.597.34$69,955.10$4,285.736.53%0.86%189.918.61%2.35%$1,000.00$89,000.00$86,914.51-$2,085.49-2.34%-0.32%
93
2004-10-01$809.11$66,478.481,117.2119.250.720.0963.417.42$70,837.61$4,359.136.56%0.86%190.919.24%2.40%$1,000.00$90,000.00$87,549.94-$2,450.06-2.72%-0.37%
94
2004-11-01$809.53$67,288.021,168.9419.350.690.0964.197.51$75,030.49$7,742.4711.51%1.46%19119.30%2.38%$1,000.00$91,000.00$92,683.47$1,683.471.85%0.24%
95
2004-12-01$806.57$68,094.581,199.2119.440.670.0964.957.59$77,885.06$9,790.4814.38%1.79%190.318.86%2.30%$1,000.00$92,000.00$96,563.56$4,563.564.96%0.64%
96
2005-01-01$808.26$68,902.851,181.4119.700.680.0965.727.68$77,645.01$8,742.1612.69%1.57%190.719.11%2.30%$1,000.00$93,000.00$96,064.02$3,064.023.29%0.42%
97
2005-02-01$812.93$69,715.771,199.6319.970.680.0966.497.76$79,765.90$10,050.1314.42%1.75%191.819.80%2.35%$1,000.00$94,000.00$98,122.04$4,122.044.39%0.55%
98
2005-03-01$819.28$70,535.061,194.9020.230.690.0967.277.84$80,383.92$9,848.8713.96%1.68%193.320.74%2.43%$1,000.00$95,000.00$98,114.96$3,114.963.28%0.41%
99
2005-04-01$824.79$71,359.851,164.4320.460.710.1068.087.92$79,274.83$7,914.9811.09%1.34%194.621.55%2.49%$1,000.00$96,000.00$96,114.83$114.830.12%0.02%
100
2005-05-01$823.95$72,183.791,178.2820.700.700.1068.888.01$81,160.33$8,976.5412.44%1.47%194.421.42%2.45%$1,000.00$97,000.00$98,502.09$1,502.091.55%0.19%
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