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Investment Analysis Tools

A suite of tools to explore historical market data, analyze sector performance, and simulate investment strategies.

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S&P 500 Historical Simulator
"What if you had started back then?"
Pick any era, a starting amount, and a monthly contribution. See your final balance and year-by-year growth using real Shiller return data.
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S&P 500 History
"155 years of annual returns at a glance."
Decade-by-decade heatmap of S&P 500 annual returns from 1871 to today, with full return methodology.
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Annual Market Extremes
"What's the worst — and best — a single year can do?"
Ranked best and worst full calendar years in S&P 500 history since 1871. See exactly what each extreme year would have done to a $10,000 investment.
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5-Year Crash Periods & Recovery
"How bad can 5 years get — and what happens next?"
The worst 5-year crash periods in S&P 500 history since 1871, with year-by-year breakdown and what the market returned in the 2 years of recovery that followed.
Monthly Market Extremes
"What's the worst — and best — a single month can do?"
Ranked best and worst single months in S&P 500 history since 1871. See exactly what each extreme month would have done to a $10,000 investment.
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Monte Carlo Simulator
"What's the range of where I could end up?"
Runs 1,000 simulated futures using 150+ years of real S&P 500 history. See best-case, median, and worst-case portfolio paths — not just one outcome.
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$10K Growth Chart
"What if you invested $10,000 back then?"
Compare how a one-time investment would have grown across sectors over any time range you choose.
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Asset Allocation Simulator
"Test a portfolio mix before you invest."
Pick ETFs, set a monthly contribution, and see how your balance and dividends could have grown over time.
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Drawdown Analysis
"How bad did it get—and how long to recover?"
View each sector's worst historical drops and the time it took to climb back, so you understand real downside risk.
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Risk vs Return
"Spot the best tradeoff between risk and reward."
A quick chart showing return versus volatility—helpful for finding options that historically delivered more return for less bounce.
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Sector Performance
"See which sectors won each year."
Compare yearly returns (including dividends) across all S&P 500 sector ETFs so you can spot strong and weak periods fast.
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Sector Rotation
"Watch leadership change year to year."
Rank sectors by performance for each year and see how often today's winner becomes next year's laggard.
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Correlation Matrix
"Find what moves together (and what doesn't)."
A simple map of how sectors track each other—use it to build a mix that's less "all up or all down" at once.
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Dividend Growth
"Which sectors grow dividends consistently?"
Track dividend growth over time and identify steady payers versus sectors that raise, pause, or cut payouts.
Member Content
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Newsletters & Alerts
Personalized market insights and sector alerts delivered to your inbox. Coming soon.
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Simulated Portfolio Results
View, compare, and manage your saved portfolio simulations.
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Custom Watchlists
Build and track your own sector watchlists. Under construction.