The following is a history of S&P 500® index values as of an Index Annuity allocation date.
| Allocation Date | Index Value | Annual Change |
|---|---|---|
| 10/15/2024 | 5,815.26 | 34.371% |
| 9/15/2024 | 5,626.02 | 26.418% |
| 8/15/2024 | 5,543.22 | 24.908% |
| 7/15/2024 | 5,631.22 | 24.988% |
| 6/15/2024 | 5,431.60 | 22.725% |
| 5/15/2024 | 5,308.15 | 28.331% |
| 4/15/2024 | 5,061.82 | 22.336% |
| 3/15/2024 | 5,117.09 | 31.479% |
| 2/15/2024 | 5,029.73 | 21.268% |
| 1/15/2024 | 4,783.83 | 19.623% |
| 12/15/2023 | 4,719.19 | 21.137% |
| 11/15/2023 | 4,502.88 | 12.805% |
| 10/15/2023 | 4,327.78 | 20.784% |
| 9/15/2023 | 4,447.21 | 13.992% |
| 8/15/2023 | 4,437.86 | 3.275% |
| 7/15/2023 | 4,505.42 | 16.625% |
| 6/15/2023 | 4,425.84 | 16.777% |
| 5/15/2023 | 4,136.28 | 2.793% |
| 4/15/2023 | 4,137.64 | -5.804% |
| 3/15/2023 | 3,891.93 | -8.693% |
| 2/15/2023 | 4,147.60 | -7.235% |
| 1/15/2023 | 3,999.09 | -14.235% |
| 12/15/2022 | 3,895.75 | -17.285% |
| 11/15/2022 | 3,991.73 | -14.758% |
| 10/15/2022 | 3,583.07 | -19.866% |
| 9/15/2022 | 3,901.35 | -12.930% |
| 8/15/2022 | 4,297.14 | -3.824% |
| 7/15/2022 | 3,863.16 | -11.396% |
| 6/15/2022 | 3,789.99 | -10.752% |
| 5/15/2022 | 4,023.89 | -3.593% |
| 4/15/2022 | 4,392.59 | 5.327% |
| 3/15/2022 | 4,262.45 | 7.395% |
| 2/15/2022 | 4,471.07 | 13.628% |
| 1/15/2022 | 4,662.85 | 23.740% |
| 12/15/2021 | 4,709.85 | 27.479% |
| 11/15/2021 | 4,682.80 | 30.617% |
| 10/15/2021 | 4,471.37 | 28.364% |
| 9/15/2021 | 4,480.70 | 31.739% |
| 8/15/2021 | 4,468.00 | 32.470% |
| 7/15/2021 | 4,360.03 | 35.129% |
| 6/15/2021 | 4,246.59 | 38.479% |
| 5/15/2021 | 4,173.85 | 45.750% |
| 4/15/2021 | 4,170.42 | 49.834% |
| 3/15/2021 | 3,968.94 | 46.400% |
| 2/15/2021 | 3,934.83 | 16.410% |
| 1/15/2021 | 3,768.25 | 14.561% |
| 12/15/2020 | 3,694.62 | 16.594% |
| 11/15/2020 | 3,585.15 | 14.892% |
| 10/15/2020 | 3,483.34 | 16.279% |
| 9/12/2020 | 3,401.20 | 13.095% |
| 8/15/2020 | 3,372.85 | 18.445% |
| 7/15/2020 | 3,226.56 | 7.042% |
| 6/15/2020 | 3,066.59 | 6.221% |
| 5/15/2020 | 2,863.70 | 0.447% |
| 4/15/2020 | 2,783.36 | -4.206% |
| 3/15/2020 | 2,711.02 | -3.949% |
| 2/15/2020 | 3,380.16 | 21.781% |
| 1/15/2020 | 3,289.29 | 26.012% |
| 12/15/2019 | 3,168.80 | 21.879% |
| 11/15/2019 | 3,120.46 | 14.294% |
| 10/15/2019 | 2,995.68 | 8.903% |
| 9/15/2019 | 3,007.39 | 3.525% |
| 8/15/2019 | 2,847.60 | 1.037% |
| 7/15/2019 | 3,014.30 | 7.603% |
| 6/15/2019 | 2,886.98 | 3.861% |
| 5/15/2019 | 2,850.96 | 5.145% |
| 4/15/2019 | 2,905.58 | 9.384% |
| 3/15/2019 | 2,822.48 | 2.735% |
| 2/15/2019 | 2,775.60 | 1.626% |
| 1/15/2019 | 2,610.30 | -6.315% |
| 12/15/2018 | 2,599.95 | -2.835% |
| 11/15/2018 | 2,730.20 | 6.456% |
| 10/15/2018 | 2,750.79 | 7.740% |
| 09/15/2018 | 2,904.98 | 16.189% |
| 08/15/2018 | 2,818.37 | 14.354% |
| 07/15/2018 | 2,801.31 | 13.908% |
| 06/15/2018 | 2,779.66 | 14.274% |
| 05/15/2018 | 2,711.45 | 12.868% |
| 04/15/2018 | 2,656.30 | 14.056% |
| 03/15/2018 | 2,747.33 | 15.179% |
| 02/15/2018 | 2,731.20 | 16.258% |
| 01/15/2018 | 2,786.24 | 22.491% |
| 12/15/2017 | 2,675.81 | 18.292% |
| 11/15/2017 | 2,564.62 | 17.622% |
| 10/15/2017 | 2,553.17 | 19.700% |
| 09/15/2017 | 2,500.23 | 16.438% |
| 08/15/2017 | 2,464.61 | 12.532% |
| 07/15/2017 | 2,459.27 | 13.763% |
| 06/15/2017 | 2,432.46 | 17.425% |
| 05/15/2017 | 2,402.32 | 17.380% |
| 04/15/2017 | 2,328.95 | 11.929% |
| 03/15/2017 | 2,385.26 | 18.321% |
| 02/15/2017 | 2,349.25 | 25.980% |
| 01/15/2017 | 2,274.64 | 20.970% |
| 12/15/2016 | 2,262.03 | 10.699% |
| 11/15/2016 | 2,180.39 | 7.778% |
| 10/15/2016 | 2,132.98 | 5.392% |
| 09/15/2016 | 2,147.26 | 8.552% |
| 08/15/2016 | 2,190.15 | 4.715% |
| 07/15/2016 | 2,161.74 | 2.579% |
| 06/15/2016 | 2,071.50 | -.620% |
| 05/15/2016 | 2,046.61 | -3.586% |
| 04/15/2016 | 2,080.73 | -1.229% |
| 03/15/2016 | 2,015.93 | -1.825% |
| 02/15/2016 | 1,864.78 | -11.073% |
| 01/15/2016 | 1,880.33 | -5.638% |
| 12/15/2015 | 2,043.41 | 2.703% |
| 11/15/2015 | 2,023.04 | -0.823% |
| 10/15/2015 | 2,023.86 | 8.664% |
| 09/15/2015 | 1,978.09 | -0.304% |
| 08/15/2015 | 2,091.54 | 6.981% |
| 07/15/2015 | 2,107.40 | 6.797% |
| 06/15/2015 | 2,084.43 | 7.661% |
| 05/15/2015 | 2,122.73 | 13.463% |
| 04/15/2015 | 2,106.63 | 14.306% |
| 03/15/2015 | 2,053.40 | 11.529% |
| 02/15/2015 | 2,096.99 | 14.052% |
| 01/15/2015 | 1,992.67 | 7.806% |
| 12/15/2014 | 1,989.63 | 12.072% |
| 11/15/2014 | 2,039.82 | 13.438% |
| 10/15/2014 | 1,862.49 | 9.683% |
| 09/15/2014 | 1,984.13 | 17.544% |
| 08/15/2014 | 1,955.06 | 17.681% |
| 07/15/2014 | 1,973.28 | 17.283% |
| 06/15/2014 | 1,936.10 | 19.018% |
| 05/15/2014 | 1,870.85 | 12.785% |
| 04/15/2014 | 1,842.98 | 18.721% |
| 03/15/2014 | 1,841.13 | 17.968% |
| 02/15/2014 | 1,838.63 | 20.979% |
| 01/15/2014 | 1,848.38 | 25.540% |
| 12/15/2013 | 1,775.32 | 25.590% |
| 11/15/2013 | 1,798.18 | 32.871% |
| 10/15/2013 | 1,698.06 | 17.910% |
| 09/15/2013 | 1,687.99 | 15.161% |
| 08/15/2013 | 1,661.32 | 18.199% |
| 07/15/2013 | 1,682.50 | 24.007% |
| 06/15/2013 | 1,626.73 | 21.141% |
| 05/15/2013 | 1,658.78 | 24.658% |
| 04/15/2013 | 1,552.36 | 13.289% |
| 03/15/2013 | 1,560.70 | 11.272% |
| 02/15/2013 | 1,519.79 | 13.144% |
| 01/15/2013 | 1,472.34 | 14.215% |
| 12/15/2012 | 1,413.58 | 16.272% |
| 11/15/2012 | 1,353.33 | 7.594% |
| 10/15/2012 | 1,440.13 | 17.602% |
| 09/15/2012 | 1,465.77 | 21.227% |
| 08/15/2012 | 1,405.53 | 16.691% |
| 07/15/2012 | 1,356.78 | 3.088% |
| 06/15/2012 | 1,342.84 | 6.118% |
| 05/15/2012 | 1,330.66 | -0.531% |
| 04/15/2012 | 1,370.26 | 3.833% |
| 03/15/2012 | 1,402.60 | 9.418% |
| 02/15/2012 | 1,343.23 | 1.146% |
| 01/15/2012 | 1,289.09 | -0.321% |
| 12/15/2011 | 1,215.75 | -1.577% |
| 11/15/2011 | 1,257.81 | 5.014% |
| 10/15/2011 | 1,224.58 | 4.114% |
| 09/15/2011 | 1,209.11 | 7.470% |
| 08/15/2011 | 1,204.49 | 11.604% |
| 07/15/2011 | 1,316.14 | 20.033% |
| 06/15/2011 | 1,265.42 | 13.467% |
| 05/15/2011 | 1,337.77 | 17.795% |
| 04/15/2011 | 1,319.68 | 8.914% |
| 03/15/2011 | 1,281.87 | 11.418% |
| 02/15/2011 | 1,328.01 | 23.477% |
| 01/15/2011 | 1,293.24 | 13.839% |
| 12/15/2010 | 1,235.23 | 11.490% |
| 11/15/2010 | 1,197.75 | 9.536% |
| 10/15/2010 | 1,176.19 | 7.262% |
| 09/15/2010 | 1,125.07 | 6.882% |
| 08/15/2010 | 1,079.25 | 7.485% |
| 07/15/2010 | 1,096.48 | 17.562% |
| 06/15/2010 | 1,115.23 | 20.732% |
| 05/15/2010 | 1,135.68 | 28.634% |
| 04/15/2010 | 1,211.67 | 42.205% |
| 03/15/2010 | 1,150.51 | 52.073% |
| 02/15/2010 | 1,075.51 | 30.075% |
| 01/15/2010 | 1,136.03 | 34.642% |
| 12/15/2009 | 1,107.93 | 27.558% |
| 11/15/2009 | 1,093.48 | 25.214% |
| 10/15/2009 | 1,096.56 | 20.788% |
| 09/15/2009 | 1,052.63 | -11.744% |
| 08/15/2009 | 1,004.09 | -22.655% |
| 07/15/2009 | 932.68 | -23.231% |
| 06/15/2009 | 923.72 | -32.081% |
| 05/15/2009 | 882.88 | -37.981% |
| 04/15/2009 | 852.06 | -36.148% |
| 03/15/2009 | 756.55 | -41.268% |
| 02/15/2009 | 826.84 | -38.752% |
| 01/15/2009 | 843.74 | -38.901% |
| 12/15/2008 | 868.57 | -40.831% |
| 11/15/2008 | 873.29 | -39.821% |
| 10/15/2008 | 907.84 | -41.381% |
| 09/15/2008 | 1,192.70 | -19.643% |
| 08/15/2008 | 1,298.20 | -7.713% |
| 07/15/2008 | 1,214.91 | -21.745% |
| 06/15/2008 | 1,360.03 | -11.278% |
| 05/15/2008 | 1,423.57 | -5.171% |
| 04/15/2008 | 1,334.43 | -8.151% |
| 03/15/2008 | 1,288.14 | -7.480% |
| 02/15/2008 | 1,349.99 | -7.332% |
| 01/15/2008 | 1,380.95 | -3.479% |
| 12/15/2007 | 1,467.95 | 2.863% |
| 11/15/2007 | 1,451.15 | 3.908% |
| 10/15/2007 | 1,548.71 | 13.407% |
| 09/15/2007 | 1,484.25 | 12.454% |
| 08/15/2007 | 1,406.70 | 9.421% |
| 07/15/2007 | 1,552.50 | 25.586% |
| 06/15/2007 | 1,532.91 | 22.031% |
| 05/15/2007 | 1,501.19 | 15.967% |
| 04/15/2007 | 1,452.85 | 12.701% |
| 03/15/2007 | 1,392.28 | 6.850% |
| 02/15/2007 | 1,456.81 | 13.813% |
| 01/15/2007 | 1,430.73 | 11.115% |
| 12/15/2006 | 1,427.09 | |
| 11/15/2006 | 1,396.57 | |
| 10/15/2006 | 1,365.62 | |
| 09/15/2006 | 1,319.87 | |
| 08/15/2006 | 1,285.58 | |
| 07/15/2006 | 1,236.20 | |
| 06/15/2006 | 1,256.16 | |
| 05/15/2006 | 1,294.50 | |
| 04/15/2006 | 1,289.12 | |
| 03/15/2006 | 1,303.02 | |
| 02/15/2006 | 1,280.00 | |
| 01/15/2006 | 1,287.61 |