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If you invested $100 a month in Travelers Companies

Buying $100 at each monthly close from November 2016 through October 2026, with dividends reinvested, turns $12,000.00 contributed into $33,111.34 as of October 29, 2026. Annualized money-weighted IRR: 19.55%.

Monthly scheduleInvestedValueAnnualized (money-weighted IRR)SPY same-schedule value (reinvested)
5 years · $50/month$3,000.00$5,854.2327.96%$4,658.67 · 60 contributions · $3,000.00 invested · 2021-10 to 2026-10
5 years · $100/month$6,000.00$11,708.4627.96%$9,317.33 · 60 contributions · $6,000.00 invested · 2021-10 to 2026-10
5 years · $500/month$30,000.00$58,542.2927.96%$46,586.66 · 60 contributions · $30,000.00 invested · 2021-10 to 2026-10
10 years · $50/month$6,000.00$16,555.6719.55%$13,474.72 · 120 contributions · $6,000.00 invested · 2016-10 to 2026-10
10 years · $100/month$12,000.00$33,111.3419.55%$26,949.44 · 120 contributions · $12,000.00 invested · 2016-10 to 2026-10
10 years · $500/month$60,000.00$165,556.7119.55%$134,747.18 · 120 contributions · $60,000.00 invested · 2016-10 to 2026-10
20 years · $50/month$12,000.00$71,063.6515.65%$56,585.20 · 240 contributions · $12,000.00 invested · 2006-10 to 2026-10
20 years · $100/month$24,000.00$142,127.3015.65%$113,170.40 · 240 contributions · $24,000.00 invested · 2006-10 to 2026-10
20 years · $500/month$120,000.00$710,636.4915.65%$565,852.00 · 240 contributions · $120,000.00 invested · 2006-10 to 2026-10

Asset last price date: 2026-10-29; SPY last price date: 2026-10-29. The latest month may be incomplete. Zero initial investment; contributions start the following month. Monthly observations are estimates, not executable trades. Fees, taxes and FX excluded. Curated surviving assets; delisted companies are absent. Not financial advice. Past performance doesn’t predict future returns.

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Monthly closing prices. No fees, taxes or FX.

YOUR INVESTMENT TODAY
$33,111.34

$21,111.34 total gain · 175.93% total return

Amount invested$12,000.00
Annualized (money-weighted IRR)19.55%
Investment multiple2.76×

● Your investment● S&P 500 (SPY)

Travelers Companies history · Methodology

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