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Lump-sum investing

If you had invested all at once

Computes the result of investing on a specific date. You can also add follow-on purchases.

Investment settings

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Choose asset class

Selected:SPDR S&P500

Quick select

Follow-on purchases

No follow-on purchases. Add one with the button above.

Lump-sum investment result

Total invested

$7.4k

Initial investment

Final value

$26k

Total profit

$18k

+247.4%

Annualized return

13.4%

Annualized over the holding period

Purchase details

Actual buy date:2016-07-01
Buy price:215.28
End price:747.90
Units held:46.4515 units

Asset growth over time

차트 로딩 중...

Risk metrics

Maximum drawdown

-33.7%

Largest drop from peak

Longest loss

None

Longest continuous underwater period

Peak recovery

5 mo

Data source & calculation basis

Data provider:Yahoo Finance / FinanceDataReader
Data as of:2026-07-19
Actual trading date used:2016-07-01
Price basis:Adjusted close (reflects dividends and stock splits)

Available data range: 1993-01-29 ~ 2026-07-10. If the selected date is not a trading day, the next trading day is used.

This is an example result and does not reflect taxes. Results are based on historical data and do not guarantee future returns.

📋 Results are based on historical data; past returns do not guarantee future returns.

📋 This service is provided for educational purposes to help you understand investing, not as investment advice.

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