Research Term Paper - Portfolio Management

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SP500andDJIndexValues_FIN6525Summer24.xlsx
Home>Business & Finance homework help>Management homework help>Research Term Paper - Portfolio Management

SP500

Month Adj Close
May 1, 2024 5307.01
Apr 1, 2024 5035.69
Mar 1, 2024 5254.35
Feb 1, 2024 5096.27
Jan 1, 2024 4845.65
Dec 1, 2023 4769.83
Nov 1, 2023 4567.8
Oct 1, 2023 4193.8
Sep 1, 2023 4288.05
Aug 1, 2023 4507.66
Jul 1, 2023 4588.96
Jun 1, 2023 4450.38
May 1, 2023 4179.83
Apr 1, 2023 4169.48
Mar 1, 2023 4109.31
Feb 1, 2023 3970.15
Jan 1, 2023 4076.6
Dec 1, 2022 3839.5
Nov 1, 2022 4080.11
Oct 1, 2022 3871.98
Sep 1, 2022 3585.62
Aug 1, 2022 3955
Jul 1, 2022 4130.29
Jun 1, 2022 3785.38
May 1, 2022 4132.15
Apr 1, 2022 4131.93
Mar 1, 2022 4530.41
Feb 1, 2022 4373.94
Jan 1, 2022 4515.55
Dec 1, 2021 4766.18
Nov 1, 2021 4567
Oct 1, 2021 4605.38
Sep 1, 2021 4307.54
Aug 1, 2021 4522.68
Jul 1, 2021 4395.26
Jun 1, 2021 4297.5
May 1, 2021 4204.11
Apr 1, 2021 4181.17
Mar 1, 2021 3972.89
Feb 1, 2021 3811.15
Jan 1, 2021 3714.24
Dec 1, 2020 3756.07
Nov 1, 2020 3621.63
Oct 1, 2020 3269.96
Sep 1, 2020 3363
Aug 1, 2020 3500.31
Jul 1, 2020 3271.12
Jun 1, 2020 3100.29
May 1, 2020 3044.31
Apr 1, 2020 2912.43
Mar 1, 2020 2584.59
Feb 1, 2020 2954.22
Jan 1, 2020 3225.52
Dec 1, 2019 3230.78
Nov 1, 2019 3140.98
Oct 1, 2019 3037.56
Sep 1, 2019 2976.74
Aug 1, 2019 2926.46
Jul 1, 2019 2980.38
Jun 1, 2019 2941.76
May 1, 2019 2752.06
Apr 1, 2019 2945.83
Mar 1, 2019 2834.4
Feb 1, 2019 2784.49
Jan 1, 2019 2704.1
Dec 1, 2018 2506.85
Nov 1, 2018 2760.17
Oct 1, 2018 2711.74
Sep 1, 2018 2913.98
Aug 1, 2018 2901.52
Jul 1, 2018 2816.29
Jun 1, 2018 2718.37
May 1, 2018 2705.27
Apr 1, 2018 2648.05
Mar 1, 2018 2640.87
Feb 1, 2018 2713.83
Jan 1, 2018 2823.81
Dec 1, 2017 2673.61
Nov 1, 2017 2647.58
Oct 1, 2017 2575.26
Sep 1, 2017 2519.36
Aug 1, 2017 2471.65
Jul 1, 2017 2470.3
Jun 1, 2017 2423.41
May 1, 2017 2411.8
Apr 1, 2017 2384.2
Mar 1, 2017 2362.72
Feb 1, 2017 2363.64
Jan 1, 2017 2278.87
Dec 1, 2016 2238.83
Nov 1, 2016 2198.81
Oct 1, 2016 2126.15
Sep 1, 2016 2168.27
Aug 1, 2016 2170.95
Jul 1, 2016 2173.6
Jun 1, 2016 2098.86
May 1, 2016 2096.95
Apr 1, 2016 2065.3
Mar 1, 2016 2059.74
Feb 1, 2016 1932.23
Jan 1, 2016 1940.24
Dec 1, 2015 2043.94
Nov 1, 2015 2080.41
Oct 1, 2015 2079.36
Sep 1, 2015 1920.03
Aug 1, 2015 1972.18
Jul 1, 2015 2103.84
Jun 1, 2015 2063.11
May 1, 2015 2107.39
Apr 1, 2015 2085.51
Mar 1, 2015 2067.89
Feb 1, 2015 2104.5
Jan 1, 2015 1994.99
Dec 1, 2014 2058.9
Nov 1, 2014 2067.56
Oct 1, 2014 2018.05
Sep 1, 2014 1972.29
Aug 1, 2014 2003.37
Jul 1, 2014 1930.67
Jun 1, 2014 1960.23
May 1, 2014 1923.57
Apr 1, 2014 1883.95
Mar 1, 2014 1872.34
Feb 1, 2014 1859.45
Jan 1, 2014 1782.59
Dec 1, 2013 1848.36
Nov 1, 2013 1805.81
Oct 1, 2013 1756.54
Sep 1, 2013 1681.55
Aug 1, 2013 1632.97
Jul 1, 2013 1685.73
Jun 1, 2013 1606.28
May 1, 2013 1630.74
Apr 1, 2013 1597.57
Mar 1, 2013 1569.19
Feb 1, 2013 1514.68
Jan 1, 2013 1498.11
Dec 1, 2012 1426.19
Nov 1, 2012 1416.18
Oct 1, 2012 1412.16
Sep 1, 2012 1440.67
Aug 1, 2012 1406.58
Jul 1, 2012 1379.32
Jun 1, 2012 1362.16
May 1, 2012 1310.33
Apr 1, 2012 1397.91
Mar 1, 2012 1408.47
Feb 1, 2012 1365.68
Jan 1, 2012 1312.41
Dec 1, 2011 1257.6
Nov 1, 2011 1246.96
Oct 1, 2011 1253.3
Sep 1, 2011 1131.42
Aug 1, 2011 1218.89
Jul 1, 2011 1292.28
Jun 1, 2011 1320.64
May 1, 2011 1345.2
Apr 1, 2011 1363.61
Mar 1, 2011 1325.83
Feb 1, 2011 1327.22
Jan 1, 2011 1286.12
Dec 1, 2010 1257.64
Nov 1, 2010 1180.55
Oct 1, 2010 1183.26
Sep 1, 2010 1141.2
Aug 1, 2010 1049.33
Jul 1, 2010 1101.6
Jun 1, 2010 1030.71
May 1, 2010 1089.41
Apr 1, 2010 1186.69
Mar 1, 2010 1169.43
Feb 1, 2010 1104.49
Jan 1, 2010 1073.87
Dec 1, 2009 1115.1
Nov 1, 2009 1095.63
Oct 1, 2009 1036.19
Sep 1, 2009 1057.08
Aug 1, 2009 1020.62
Jul 1, 2009 987.48
Jun 1, 2009 919.32
May 1, 2009 919.14
Apr 1, 2009 872.81
Mar 1, 2009 797.87
Feb 1, 2009 735.09
Jan 1, 2009 825.88
Dec 1, 2008 903.25
Nov 1, 2008 896.24
Oct 1, 2008 968.75
Sep 1, 2008 1166.36
Aug 1, 2008 1282.83
Jul 1, 2008 1267.38
Jun 1, 2008 1280
May 1, 2008 1400.38
Apr 1, 2008 1385.59
Mar 1, 2008 1322.7
Feb 1, 2008 1330.63
Jan 1, 2008 1378.55
Dec 1, 2007 1468.36
Nov 1, 2007 1481.14
Oct 1, 2007 1549.38
Sep 1, 2007 1526.75
Aug 1, 2007 1473.99
Jul 1, 2007 1455.27
Jun 1, 2007 1503.35
May 1, 2007 1530.62
Apr 1, 2007 1482.37
Mar 1, 2007 1420.86
Feb 1, 2007 1406.82
Jan 1, 2007 1438.24
Dec 1, 2006 1418.3
Nov 1, 2006 1400.63
Oct 1, 2006 1377.94
Sep 1, 2006 1335.85
Aug 1, 2006 1303.82
Jul 1, 2006 1276.66
Jun 1, 2006 1270.2
May 1, 2006 1270.09
Apr 1, 2006 1310.61
Mar 1, 2006 1294.87
Feb 1, 2006 1280.66
Jan 1, 2006 1280.08
Dec 1, 2005 1248.29
Nov 1, 2005 1249.48
Oct 1, 2005 1207.01
Sep 1, 2005 1228.81
Aug 1, 2005 1220.33
Jul 1, 2005 1234.18
Jun 1, 2005 1191.33
May 1, 2005 1191.5
Apr 1, 2005 1156.85
Mar 1, 2005 1180.59
Feb 1, 2005 1203.6
Jan 1, 2005 1181.27
Dec 1, 2004 1211.92
Nov 1, 2004 1173.82
Oct 1, 2004 1130.2
Sep 1, 2004 1114.58
Aug 1, 2004 1104.24
Jul 1, 2004 1101.72
Jun 1, 2004 1140.84
May 1, 2004 1120.68
Apr 1, 2004 1107.3
Mar 1, 2004 1126.21
Feb 1, 2004 1144.94
Jan 1, 2004 1131.13
Dec 1, 2003 1111.92
Nov 1, 2003 1058.2
Oct 1, 2003 1050.71
Sep 1, 2003 995.97
Aug 1, 2003 1008.01
Jul 1, 2003 990.31
Jun 1, 2003 974.5
May 1, 2003 963.59
Apr 1, 2003 916.92
Mar 1, 2003 848.18
Feb 1, 2003 841.15
Jan 1, 2003 855.7
Dec 1, 2002 879.82
Nov 1, 2002 936.31
Oct 1, 2002 885.76
Sep 1, 2002 815.28
Aug 1, 2002 916.07
Jul 1, 2002 911.62
Jun 1, 2002 989.82
May 1, 2002 1067.14
Apr 1, 2002 1076.92
Mar 1, 2002 1147.39
Feb 1, 2002 1106.73
Jan 1, 2002 1130.2
Dec 1, 2001 1148.08
Nov 1, 2001 1139.45
Oct 1, 2001 1059.78
Sep 1, 2001 1040.94
Aug 1, 2001 1133.58
Jul 1, 2001 1211.23
Jun 1, 2001 1224.38
May 1, 2001 1255.82
Apr 1, 2001 1249.46
Mar 1, 2001 1160.33
Feb 1, 2001 1239.94
Jan 1, 2001 1366.01
Dec 1, 2000 1320.28
Nov 1, 2000 1314.95
Oct 1, 2000 1429.4
Sep 1, 2000 1436.51
Aug 1, 2000 1517.68
Jul 1, 2000 1430.83
Jun 1, 2000 1454.6
May 1, 2000 1420.6
Apr 1, 2000 1452.43
Mar 1, 2000 1498.58
Feb 1, 2000 1366.42
Jan 1, 2000 1394.46
Dec 1, 1999 1469.25
Nov 1, 1999 1388.91
Oct 1, 1999 1362.93
Sep 1, 1999 1282.71
Aug 1, 1999 1320.41
Jul 1, 1999 1328.72
Jun 1, 1999 1372.71
May 1, 1999 1301.84
Apr 1, 1999 1335.18
Mar 1, 1999 1286.37
Feb 1, 1999 1238.33
Jan 1, 1999 1279.64
Dec 1, 1998 1229.23
Nov 1, 1998 1163.63
Oct 1, 1998 1098.67
Sep 1, 1998 1017.01
Aug 1, 1998 957.28
Jul 1, 1998 1120.67
Jun 1, 1998 1133.84
May 1, 1998 1090.82
Apr 1, 1998 1111.75
Mar 1, 1998 1101.75
Feb 1, 1998 1049.34
Jan 1, 1998 980.28
Dec 1, 1997 970.43
Nov 1, 1997 955.4
Oct 1, 1997 914.62
Sep 1, 1997 947.28
Aug 1, 1997 899.47
Jul 1, 1997 954.31
Jun 1, 1997 885.14
May 1, 1997 848.28
Apr 1, 1997 801.34
Mar 1, 1997 757.12
Feb 1, 1997 790.82
Jan 1, 1997 786.16
Dec 1, 1996 740.74
Nov 1, 1996 757.02
Oct 1, 1996 705.27
Sep 1, 1996 687.33
Aug 1, 1996 651.99
Jul 1, 1996 639.95
Jun 1, 1996 670.63
May 1, 1996 669.12
Apr 1, 1996 654.17
Mar 1, 1996 645.5
Feb 1, 1996 640.43
Jan 1, 1996 636.02
Dec 1, 1995 615.93
Nov 1, 1995 605.37

DJ

Month Adjusted close
May 1, 2024 39671.04
Apr 1, 2024 37815.92
Mar 1, 2024 39807.37
Feb 1, 2024 38996.39
Jan 1, 2024 38150.3
Dec 1, 2023 37689.54
Nov 1, 2023 35950.89
Oct 1, 2023 33052.87
Sep 1, 2023 33507.5
Aug 1, 2023 34721.91
Jul 1, 2023 35559.53
Jun 1, 2023 34407.6
May 1, 2023 32908.27
Apr 1, 2023 34098.16
Mar 1, 2023 33274.15
Feb 1, 2023 32656.7
Jan 1, 2023 34086.04
Dec 1, 2022 33147.25
Nov 1, 2022 34589.77
Oct 1, 2022 32732.95
Sep 1, 2022 28725.51
Aug 1, 2022 31510.43
Jul 1, 2022 32845.13
Jun 1, 2022 30775.43
May 1, 2022 32990.12
Apr 1, 2022 32977.21
Mar 1, 2022 34678.35
Feb 1, 2022 33892.6
Jan 1, 2022 35131.86
Dec 1, 2021 36338.3
Nov 1, 2021 34483.72
Oct 1, 2021 35819.56
Sep 1, 2021 33843.92
Aug 1, 2021 35360.73
Jul 1, 2021 34935.47
Jun 1, 2021 34502.51
May 1, 2021 34529.45
Apr 1, 2021 33874.85
Mar 1, 2021 32981.55
Feb 1, 2021 30932.37
Jan 1, 2021 29982.62
Dec 1, 2020 30606.48
Nov 1, 2020 29638.64
Oct 1, 2020 26501.6
Sep 1, 2020 27781.7
Aug 1, 2020 28430.05
Jul 1, 2020 26428.32
Jun 1, 2020 25812.88
May 1, 2020 25383.11
Apr 1, 2020 24345.72
Mar 1, 2020 21917.16
Feb 1, 2020 25409.36
Jan 1, 2020 28256.03
Dec 1, 2019 28538.44
Nov 1, 2019 28051.41
Oct 1, 2019 27046.23
Sep 1, 2019 26916.83
Aug 1, 2019 26403.28
Jul 1, 2019 26864.27
Jun 1, 2019 26599.96
May 1, 2019 24815.04
Apr 1, 2019 26592.91
Mar 1, 2019 25928.68
Feb 1, 2019 25916
Jan 1, 2019 24999.67
Dec 1, 2018 23327.46
Nov 1, 2018 25538.46
Oct 1, 2018 25115.76
Sep 1, 2018 26458.31
Aug 1, 2018 25964.82
Jul 1, 2018 25415.19
Jun 1, 2018 24271.41
May 1, 2018 24415.84
Apr 1, 2018 24163.15
Mar 1, 2018 24103.11
Feb 1, 2018 25029.2
Jan 1, 2018 26149.39
Dec 1, 2017 24719.22
Nov 1, 2017 24272.35
Oct 1, 2017 23377.24
Sep 1, 2017 22405.09
Aug 1, 2017 21948.1
Jul 1, 2017 21891.12
Jun 1, 2017 21349.63
May 1, 2017 21008.65
Apr 1, 2017 20940.51
Mar 1, 2017 20663.22
Feb 1, 2017 20812.24
Jan 1, 2017 19864.09
Dec 1, 2016 19762.6
Nov 1, 2016 19123.58
Oct 1, 2016 18142.42
Sep 1, 2016 18308.15
Aug 1, 2016 18400.88
Jul 1, 2016 18432.24
Jun 1, 2016 17929.99
May 1, 2016 17787.2
Apr 1, 2016 17773.64
Mar 1, 2016 17685.09
Feb 1, 2016 16516.5
Jan 1, 2016 16466.3
Dec 1, 2015 17425.03
Nov 1, 2015 17719.92
Oct 1, 2015 17663.54
Sep 1, 2015 16284.7
Aug 1, 2015 16528.03
Jul 1, 2015 17689.86
Jun 1, 2015 17619.51
May 1, 2015 18010.68
Apr 1, 2015 17840.52
Mar 1, 2015 17776.12
Feb 1, 2015 18132.7
Jan 1, 2015 17164.95
Dec 1, 2014 17823.07
Nov 1, 2014 17828.24
Oct 1, 2014 17390.52
Sep 1, 2014 17042.9
Aug 1, 2014 17098.45
Jul 1, 2014 16563.3
Jun 1, 2014 16826.6
May 1, 2014 16717.17
Apr 1, 2014 16580.84
Mar 1, 2014 16457.66
Feb 1, 2014 16321.71
Jan 1, 2014 15698.85
Dec 1, 2013 16576.66
Nov 1, 2013 16086.41
Oct 1, 2013 15545.75
Sep 1, 2013 15129.67
Aug 1, 2013 14810.31
Jul 1, 2013 15499.54
Jun 1, 2013 14909.6
May 1, 2013 15115.57
Apr 1, 2013 14839.8
Mar 1, 2013 14578.54
Feb 1, 2013 14054.49
Jan 1, 2013 13860.58
Dec 1, 2012 13104.14
Nov 1, 2012 13025.58
Oct 1, 2012 13096.46
Sep 1, 2012 13437.13
Aug 1, 2012 13090.84
Jul 1, 2012 13008.68
Jun 1, 2012 12880.09
May 1, 2012 12393.45
Apr 1, 2012 13213.63
Mar 1, 2012 13212.04
Feb 1, 2012 12952.07
Jan 1, 2012 12632.91
Dec 1, 2011 12217.56
Nov 1, 2011 12045.68
Oct 1, 2011 11955.01
Sep 1, 2011 10913.38
Aug 1, 2011 11613.53
Jul 1, 2011 12143.24
Jun 1, 2011 12414.34
May 1, 2011 12569.79
Apr 1, 2011 12810.54
Mar 1, 2011 12319.73
Feb 1, 2011 12226.34
Jan 1, 2011 11891.93
Dec 1, 2010 11577.51
Nov 1, 2010 11006.02
Oct 1, 2010 11118.49
Sep 1, 2010 10788.05
Aug 1, 2010 10014.72
Jul 1, 2010 10465.94
Jun 1, 2010 9774.02
May 1, 2010 10136.63
Apr 1, 2010 11008.61
Mar 1, 2010 10856.63
Feb 1, 2010 10325.26
Jan 1, 2010 10067.33
Dec 1, 2009 10428.05
Nov 1, 2009 10344.84
Oct 1, 2009 9712.73
Sep 1, 2009 9712.28
Aug 1, 2009 9496.28
Jul 1, 2009 9171.61
Jun 1, 2009 8447
May 1, 2009 8500.33
Apr 1, 2009 8168.12
Mar 1, 2009 7608.92
Feb 1, 2009 7062.93
Jan 1, 2009 8000.86
Dec 1, 2008 8776.39
Nov 1, 2008 8829.04
Oct 1, 2008 9325.01
Sep 1, 2008 10850.66
Aug 1, 2008 11543.96
Jul 1, 2008 11378.02
Jun 1, 2008 11350.01
May 1, 2008 12638.32
Apr 1, 2008 12820.13
Mar 1, 2008 12262.89
Feb 1, 2008 12266.39
Jan 1, 2008 12650.36
Dec 1, 2007 13264.82
Nov 1, 2007 13371.72
Oct 1, 2007 13930.01
Sep 1, 2007 13895.63
Aug 1, 2007 13357.74
Jul 1, 2007 13211.99
Jun 1, 2007 13408.62
May 1, 2007 13627.64
Apr 1, 2007 13062.91
Mar 1, 2007 12354.35
Feb 1, 2007 12268.63
Jan 1, 2007 12621.69
Dec 1, 2006 12463.15
Nov 1, 2006 12221.93
Oct 1, 2006 12080.73
Sep 1, 2006 11679.07
Aug 1, 2006 11381.15
Jul 1, 2006 11185.68
Jun 1, 2006 11150.22
May 1, 2006 11168.31
Apr 1, 2006 11367.14
Mar 1, 2006 11109.32
Feb 1, 2006 10993.41
Jan 1, 2006 10864.86
Dec 1, 2005 10717.5
Nov 1, 2005 10805.87
Oct 1, 2005 10440.07
Sep 1, 2005 10568.7
Aug 1, 2005 10481.6
Jul 1, 2005 10640.91
Jun 1, 2005 10274.97
May 1, 2005 10467.48
Apr 1, 2005 10192.51
Mar 1, 2005 10503.76
Feb 1, 2005 10766.23
Jan 1, 2005 10489.94
Dec 1, 2004 10783.01
Nov 1, 2004 10428.02
Oct 1, 2004 10027.47
Sep 1, 2004 10080.27
Aug 1, 2004 10173.92
Jul 1, 2004 10139.71
Jun 1, 2004 10435.48
May 1, 2004 10188.45
Apr 1, 2004 10225.57
Mar 1, 2004 10357.7
Feb 1, 2004 10583.92
Jan 1, 2004 10488.07
Dec 1, 2003 10453.92
Nov 1, 2003 9782.46
Oct 1, 2003 9801.12
Sep 1, 2003 9275.06
Aug 1, 2003 9415.82
Jul 1, 2003 9233.8
Jun 1, 2003 8985.44
May 1, 2003 8850.26
Apr 1, 2003 8480.09
Mar 1, 2003 7992.13
Feb 1, 2003 7891.08
Jan 1, 2003 8053.81
Dec 1, 2002 8341.63
Nov 1, 2002 8896.09
Oct 1, 2002 8397.03
Sep 1, 2002 7591.93
Aug 1, 2002 8663.5
Jul 1, 2002 8736.59
Jun 1, 2002 9243.26
May 1, 2002 9925.25
Apr 1, 2002 9946.22
Mar 1, 2002 10403.94
Feb 1, 2002 10106.13
Jan 1, 2002 9920
Dec 1, 2001 10021.57
Nov 1, 2001 9851.56
Oct 1, 2001 9075.14
Sep 1, 2001 8847.56
Aug 1, 2001 9949.75
Jul 1, 2001 10522.81
Jun 1, 2001 10502.4
May 1, 2001 10911.94
Apr 1, 2001 10734.97
Mar 1, 2001 9878.78
Feb 1, 2001 10495.28
Jan 1, 2001 10887.36
Dec 1, 2000 10787.99
Nov 1, 2000 10414.49
Oct 1, 2000 10971.14
Sep 1, 2000 10650.92
Aug 1, 2000 11215.1
Jul 1, 2000 10521.98
Jun 1, 2000 10447.89
May 1, 2000 10522.33
Apr 1, 2000 10733.91
Mar 1, 2000 10921.92
Feb 1, 2000 10128.31
Jan 1, 2000 10940.53
Dec 1, 1999 11497.12
Nov 1, 1999 10877.81
Oct 1, 1999 10729.86
Sep 1, 1999 10336.95
Aug 1, 1999 10829.28
Jul 1, 1999 10655.15
Jun 1, 1999 10970.8
May 1, 1999 10559.74
Apr 1, 1999 10789.04
Mar 1, 1999 9786.16
Feb 1, 1999 9306.58
Jan 1, 1999 9358.83
Dec 1, 1998 9181.43
Nov 1, 1998 9116.55
Oct 1, 1998 8592.1
Sep 1, 1998 7842.62
Aug 1, 1998 7539.07
Jul 1, 1998 8883.29
Jun 1, 1998 8952.02
May 1, 1998 8899.95
Apr 1, 1998 9063.37
Mar 1, 1998 8799.81
Feb 1, 1998 8545.72
Jan 1, 1998 7906.5
Dec 1, 1997 7908.3
Nov 1, 1997 7823.1
Oct 1, 1997 7442.1
Sep 1, 1997 7945.3
Aug 1, 1997 7622.4
Jul 1, 1997 8222.6
Jun 1, 1997 7672.8
May 1, 1997 7331
Apr 1, 1997 7009
Mar 1, 1997 6583.48
Feb 1, 1997 6877.74
Jan 1, 1997 6813.09
Dec 1, 1996 6448.27
Nov 1, 1996 6521.7
Oct 1, 1996 6029.38
Sep 1, 1996 5882.17
Aug 1, 1996 5616.21
Jul 1, 1996 5528.91
Jun 1, 1996 5654.63
May 1, 1996 5643.18
Apr 1, 1996 5569.08
Mar 1, 1996 5587.14
Feb 1, 1996 5485.62
Jan 1, 1996 5395.3
Dec 1, 1995 5117.12
Nov 1, 1995 5074.49
Oct 1, 1995 4755.48