What if you invested in 20+ Year Treasury (TLT) in 2002?

TLT · Bond · Data through 2026-06-01

$

If you invested $1,000 in 20+ Year Treasury (TLT) in 2002

$2,364today
+136.4% total return|+3.6% annualized

The same $1,000 in the S&P 500 would be worth $10,262(+926.2%)

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The S&P 500 returned $10,262 on the same $1,000. S&P 500 outperformed by $7,898.

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What if 20+ Year Treasury (TLT) keeps this up?

Project forward at 20+ Year Treasury (TLT)'s 3.6% historical growth rate. See 5-30 year scenarios.

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Growth of $1,000

20+ Year Treasury (TLT) vs. S&P 500 vs. US Dollar, 2002 to present

20+ Year Treasury (TLT)
S&P 500
US Dollar

Year-by-Year Returns

$1,000 invested in 20+ Year Treasury (TLT) starting January 2002

YearPriceValueAnnual
2002$36.41$1,000-
2003$39.72$1,091+9.1%
2004$41.35$1,136+4.1%
2005$45.70$1,255+10.5%
2006$47.28$1,298+3.5%
2007$47.78$1,312+1.1%
2008$54.35$1,493+13.7%
2009$61.99$1,702+14.1%
2010$57.26$1,572-7.6%
2011$58.91$1,618+2.9%
2012$81.18$2,229+37.8%
2013$80.76$2,218-0.5%
2014$76.81$2,109-4.9%
2015$101.01$2,774+31.5%
2016$95.37$2,619-5.6%
2017$92.14$2,530-3.4%
2018$96.53$2,651+4.8%
2019$98.55$2,706+2.1%
2020$120.65$3,313+22.4%
2021$127.56$3,503+5.7%
2022$121.34$3,332-4.9%
2023$93.48$2,567-23%
2024$87.24$2,396-6.7%
2025$82.46$2,265-5.5%
2026$85.51$2,348+3.7%

What this return means

$1,000 invested in 20+ Year Treasury (TLT) in 2002 is worth $2,364 today. That is a +136.4% gain, a little over 2.4x your money, measured to 2026-06-01.

That is only about 3.6% a year once you compound it across 24.6 years. By comparison the S&P 500 returned about $10,262 on the same stake, edging out 20+ Year Treasury (TLT) by close to $7,898. The index compounded at about 9.9% a year, a reminder that a single stock can lag a basket of them.

Getting here meant sitting through real volatility. The best single year was 2012 at +37.8%, and the worst was 2023 at -23.0%. At its lowest point the position was down about 35% from an earlier high. These figures use split-adjusted closing prices and exclude dividends, taxes, trading fees, and inflation, so a real after-tax result would differ.

This is historical math, not financial advice. Past performance does not guarantee future results.

What if you invested $100 a month instead?

Most people do not drop a lump sum in on day one. They add a fixed amount every month. Putting $100 into 20+ Year Treasury (TLT) at the close of every month from July 2002 through June 2026 means 288 buys and $28,800 contributed over about 24 years.

$100/month, dollar-cost averaged

$35,720

+24.0% on $28,800 in

Same $28,800, all in at the start

$68,089

+136.4% on $28,800 in

Going all in at the start beat spreading the buys out by $32,368. That is the usual result when a stock trends up: each monthly buy pays a higher price than the last, so the average cost climbs. Averaging in also meant an average buy price of $69.40 per share across the whole stretch, so the monthly buyer never had to time a single low. Neither number counts dividends, taxes, or trading costs.

Illustrative fixed $100/month example, not a recommendation. Figures are computed from TLT split-adjusted monthly closes through June 2026. Past performance does not guarantee future results.

20+ Year Treasury (TLT) at different times

See how the start year changes the outcome

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For informational and educational purposes only. Not financial advice. Past performance does not guarantee future results. All calculations are based on split-adjusted closing prices from Yahoo Finance and do not account for dividends, taxes, or trading fees. See our methodology and full disclaimer.