多謝分享！純粹好奇，$100k 2018投SPY，今天會有多少？算了一下 ：）

來源: Canyon2233 於 2024-12-20 09:12:30 [] [舊帖] [給我悄悄話] 閱讀數 : (3967 bytes)
回答: 活到老學到老 由 退休計劃 於 2024-12-20 08:59:08

If you invested $100,000 in SPDR S&P 500 ETF Trust (SPY) at the beginning of 2018, let's calculate its value today. Here are the annual returns for SPY from 2018 to 2024

  • 2018: -4.56%
  • 2019: +31.22%
  • 2020: +18.37%
  • 2021: +28.75%
  • 2022: -18.17%
  • 2023: +26.19%
  • 2024: +28.32% (year-to-date)

Using these returns, we can calculate the value of your investment:

  1. 2018: $100,000 * (1 - 0.0456) = $95,440
  2. 2019: $95,440 * (1 + 0.3122) = $125,206.77
  3. 2020: $125,206.77 * (1 + 0.1837) = $148,198.83
  4. 2021: $148,198.83 * (1 + 0.2875) = $190,937.79
  5. 2022: $190,937.79 * (1 - 0.1817) = $156,396.55
  6. 2023: $156,396.55 * (1 + 0.2619) = $197,375.38
  7. 2024: $197,375.38 * (1 + 0.2832) = $253,306.35

So, your $100,000 investment in SPY at the beginning of 2018 would be worth approximately $253,306.35 today.

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