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S&P Global SPGI

equity

Price History

$0.333$174.02$347.7$521.38
1973-02 · DCA start$0.769

Time underwater

How far below its previous all-time high the price sat, each month. 0% means a new high.

-71.9%-48.0%-24.0%0.0%
1973-022026-08 · -21.3%

Worst drawdown: −72%, peaking May 2007 and bottoming Feb 2009 — 78 months below the prior high before recovering.

DCA Backtest

Invested
$64,300
Value today
$6,401,601
Return
+9855.8%
Months invested
643

Scenarios

Inflation — the same contributions merely keeping pace with CPI would be $161,137 today, so the real (inflation-adjusted) return is +3872.8%.

Lump sum instead — $64,300 all at once in Feb 1973: $34,304,600 (+53250.9%) — lump sum came out ahead.

Worst timing — same monthly amount started at the all-time high (Jul 2025): $1,296 on $1,400 invested (-7.4%).

⚠ Price returns only — dividends are not included. This understates the true return of dividend-paying shares, and any comparison against crypto (which pays no dividends) is biased against equities by roughly the dividend yield, compounded.

If this saved you a spreadsheet — buy me a coffee.

Every start month at once

Each cell is the return-to-date of £/$/€100-a-month DCA started that month. Click a cell to load it in the backtest above. The ringed cell is the all-time-high start — the worst timing scenario.

JFMAMJJASOND
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Legend:−50%−20%0%+50%+200%+1000%worst timing (ATH)Selected 1973-02: +9855.8%

About S&P Global

The S&P 400 is a stock market index maintained by S&P Dow Jones Indices. It comprises common stocks which are issued by approximately 400 companies with middle market capitalizations, below those of the companies in the S&P 500 but above those of companies in the S&P 600. It is weighted by free-float market capitalization. An updated weighting of each component is available online. (Wikipedia)

It's a listed company categorised under financials and financial exchanges & data, with a market cap of about $120.9B.

It rates Medium-High Risk at 2.3/5, meaning real but ordinary risk — the kind most mainstream assets carry, with some factors scoring poorly.

What pushes the score up: sector / regulatory (4.0/5) and market / volatility (3.0/5).

Scoring well: leverage / financial at 1.0/5.

Not yet researched: concentration, governance. These are excluded from the score rather than guessed, so the real risk may be higher than what’s shown.

Ratings summarise sourced facts against fixed rules — not investment advice, and no substitute for your own diligence.

Risk Profile

Medium-High Risk(2.3/5)80% rated

How these ratings work

Market / Volatility3.0/5 · weight 20%
  • Annualised volatility (3yr)2/521.6
  • Max drawdown from ATH4/571.9
  • Beta vs S&P 5003/50.95
Liquidity1.0/5 · weight 15%
  • Avg daily $ volume1/5932.7m
  • Float % of shares outstandingnot yet researched
Leverage / Financial1.0/5 · weight 20%
  • Debt / equity1/50.56
  • Interest coverage (EBIT / interest)not yet researched
Earnings Quality3.0/5 · weight 15%
  • 3yr EPS volatility3/522.2
Concentrationunrated · weight 10%
  • Largest customer, % of revenuenot yet researched
  • Geographic revenue concentrationnot yet researched
Governanceunrated · weight 10%
  • Board independence %not yet researched
  • Share structurenot yet researched
  • Litigation / audit historynot yet researched
Sector / Regulatory4.0/5 · weight 10%
  • Sector regulatory exposure4/5high

Linked Assets

Same sector, or return-correlated — worth knowing what else might move if this one does.