100% S&P 500
All-in on the S&P 500 - backtested with estimated history all the way to 1871.
S&P 500 Backfill (estimated to 1871)1871-02-28 → 2026-06-30Estimated from 1871 to SPY's 1993 inception using the S&P 500 total-return index (Robert Shiller), minus the fund's expense ratio, then chain-linked to the real SPY fund. The dashed part of the chart is estimated - an index proxy, not the fund's real record.
%
backfill estimated before SPY's 1993 inception, from the S&P 500 total-return index (Robert Shiller).
Total 100%
Data window 100% S&P 500: 1871-02-28 → 2026-06-30 · start: SP500X
Dashed = estimated before the fund existed (reconstructed from its tracked index): SP500X from 1871-02-28
Portfolio growth
100% S&P 500
CAGR9.29%
Max Drawdown-81.81%Jun 1932
Volatility14.50%
Sharpe0.55
Final balance$9,957,114,418
Total return99571044.18%
Drawdown
Annual returns
More statistics
| 100% S&P 500 | |
|---|---|
| Total Return | 99571044.18% |
| Sortino | 0.75 |
| Best Year | 54.27% |
| Worst Year | -41.83% |
| Positive Months | 62.52% |
| Annualized Return (mean) | 9.96% |