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Historical Investment Calculator
What if you'd invested then?
Pick a stock, set a lump sum or recurring contribution, and choose a starting date. Compare two names side-by-side and against the S&P 500 benchmark.
Inputs
Build a scenario
$
$
AAPL Apple
MSFT Microsoft
S&P 500 benchmark
Contributed
AAPL final value
$447,989
from $78,000 contributed
Total return
+474.3%
5.74× multiple
CAGR
+22.54%
Jan 2015 → May 2026
Best / worst month
+21.4%
worst -18.4%
MSFT final value
$367,824
vs. AAPL -$80,166
MSFT return
+371.6%
MSFT CAGR
+20.44%
MSFT multiple
4.72×
Illustrative only. Past performance is not indicative of future results. Prices are month-end adjusted close (split- and dividend-adjusted). Excludes taxes, transaction costs, and slippage. Snapshot dataset — not a live quote.
These numbers are history.
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Market data, exchange rates, crypto prices, and portfolio examples are provided for informational and demonstration purposes only. PCF – Pacific Capital Finance does not provide regulated financial, legal, or investment advice unless licensed in the applicable jurisdiction.