Index fund annual return history

* For periods before the inception of the S and the I Funds on May 1, 2001, the returns shown are the returns of the Wilshire 4500 and EAFE indexes, respectively (without deductions for management fees, trading costs, or administrative expenses); the 2001 return is a blended return. The average annual total return of the index, including dividends, since inception in 1926 has been 9.8%; however, there were several years where the index declined over 30%. The index has posted annual increases 70% of the time. For a list of the components of the index, see List of S&P 500 companies. Benchmark Returns as of 02/29/2020 Month End YTD as of 02/29/2020 Average Annual Total Returns as of 02/29/2020; 1 Month 3 Month 1 Year 3 Year 5 Year 10 Year; Balanced Composite Index –4.22% –1.86% –3.48%: 9.14%: 7.87%: 6.93%: 9.38%: BloomBarc 1 Year Municipal Index: 0.20%: 0.70%: 0.56%: 2.48%: 1.66%: 1.27%: 1.12%: BloomBarc 1-15 Year Municipal Index: 0.95%: 2.82%: 2.49%: 7.65%: 4.48%: 3.39%: 3.76%

S&P 500 Historical Annual Returns. Interactive chart showing the annual percentage change of the S&P 500 index back to 1927. Performance is calculated as the % change from the last trading day of each year from the last trading day of the previous year. I Fund Returns* 2000 - 2019 * For periods before the inception of the S and the I Funds on May 1, 2001, the returns shown are the returns of the Wilshire 4500 and EAFE indexes, respectively (without deductions for management fees, trading costs, or administrative expenses); the 2001 return is a blended return. Data in this table: Get Annualised historical returns. If 1Y column is 10% that means, fund has given 10% returns in last 1 year. The 500 Index set the standard for the index funds that followed Vanguard’s innovation, first at Wells Fargo (1984), then at Colonial (born 1986; died 1993, R.I.P.), and then at Fidelity (1988). The top 10% of the funds in an investment category receive 5 stars, the next 22.5% receive 4 stars, the next 35% receive 3 stars, the next 22.5% receive 2 stars, and the bottom 10% receive 1 star. Each share class is counted as a fraction of one fund within this scale and rated separately, which may cause slight variations in the distribution percentages. Stocks averaged an annual return of 11.50% in the period from 1928-2013, while T-bills and T-bonds averaged 3.57% and 5.21%, respectively. $100 invested in stocks in 1928 would have grown to $255,553.31 by the end of 2013, while $100 in T-bills and T-bonds would have grown to $1,972.72 and $6,925.79, The Fund seeks to track the performance of a benchmark index that measures the investment return of the overall stock market. The Fund employs an indexing investment approach to track the

19 Feb 2020 See the historical performance of the S&P 500 Index and SPDR® S&P 500® ETF , and examine a number of factors that affect actual return on 

Historical returns. Cumulative total returns as of 02/29/2020  2 Sep 2019 I find it very suspicious that: whatever index fund I come across, the history never goes back to before 2010. the return rates are super high. For  Detailed information for funds including fees & charges, portfolio managers & investment minimums. Change. For historical prices, enter a date and click ' change'. Old Mutual Fund Name Maximum Return Fund of Funds A  8 Feb 2018 Over the long run, the S&P 500 has generated total returns of about 10% annualized. And since S&P 500 index funds generally have minimal 

Interactive chart showing the annual percentage change of the S&P 500 index back to 1927. Performance is calculated as the % change from the last trading 

The Fund seeks to track the performance of a benchmark index that measures the investment return of the overall stock market. The Fund employs an indexing investment approach to track the * For periods before the inception of the S and the I Funds on May 1, 2001, the returns shown are the returns of the Wilshire 4500 and EAFE indexes, respectively (without deductions for management fees, trading costs, or administrative expenses); the 2001 return is a blended return. The average annual total return of the index, including dividends, since inception in 1926 has been 9.8%; however, there were several years where the index declined over 30%. The index has posted annual increases 70% of the time. For a list of the components of the index, see List of S&P 500 companies. Benchmark Returns as of 02/29/2020 Month End YTD as of 02/29/2020 Average Annual Total Returns as of 02/29/2020; 1 Month 3 Month 1 Year 3 Year 5 Year 10 Year; Balanced Composite Index –4.22% –1.86% –3.48%: 9.14%: 7.87%: 6.93%: 9.38%: BloomBarc 1 Year Municipal Index: 0.20%: 0.70%: 0.56%: 2.48%: 1.66%: 1.27%: 1.12%: BloomBarc 1-15 Year Municipal Index: 0.95%: 2.82%: 2.49%: 7.65%: 4.48%: 3.39%: 3.76% Browse a list of Vanguard funds, including performance details for both index and active mutual funds. The T. Rowe Price Equity Index 500 Fund (PREIX) was launched on March 30, 1990, and has since delivered a five-year average annual return of 10.58%. The PREIX charges a net expense ratio of 0.21%.

FTSE Developed All Cap ex North America Index ETF (CAD-hedged) The indicated rate of return is the historical annual compounded total return including  

2 Sep 2019 I find it very suspicious that: whatever index fund I come across, the history never goes back to before 2010. the return rates are super high. For  Detailed information for funds including fees & charges, portfolio managers & investment minimums. Change. For historical prices, enter a date and click ' change'. Old Mutual Fund Name Maximum Return Fund of Funds A  8 Feb 2018 Over the long run, the S&P 500 has generated total returns of about 10% annualized. And since S&P 500 index funds generally have minimal  24 Feb 2020 The 10 best index funds are a mix of buy-and-hold ETFs that will serve “Using standard deviation as a statistical measure of historical volatility, which will provide outstanding annual returns from income alone to anyone 

Trade Fidelity SAI Long-Term Treasury Bond Index Fund: Fidelity Short-Term Treasury Bond Index Fund (FUMBX) +6.06% +2.71% +1.93% +1.72% +2.73%: 12/20/2005: Short Government

1 Mar 2019 For the 2000-2034 period to earn the same 12.4% annual return as the every dollar they had into an S&P 500 index fund on January 1, 2000. Over time, we plan to include the dividends of ETFs in the Dividend History Index. At that time a total return for each dividend paying ETF can be calculated. 6 Jan 2018 Almost all the Fund Managers claim they have given better returns than the Index . Given that SEBI should allow AMCs to come out with products  Each month, the Index selects asset classes with the highest returns to Performance shown is back-tested by applying the index strategy to historical financial be used as income for day-to-day expenses or to fund short-term savings goals. Current and Historical Performance Performance for Vanguard Index Trust 500 Index on Yahoo Finance.

The top 10% of the funds in an investment category receive 5 stars, the next 22.5% receive 4 stars, the next 35% receive 3 stars, the next 22.5% receive 2 stars, and the bottom 10% receive 1 star. Each share class is counted as a fraction of one fund within this scale and rated separately, which may cause slight variations in the distribution percentages. Stocks averaged an annual return of 11.50% in the period from 1928-2013, while T-bills and T-bonds averaged 3.57% and 5.21%, respectively. $100 invested in stocks in 1928 would have grown to $255,553.31 by the end of 2013, while $100 in T-bills and T-bonds would have grown to $1,972.72 and $6,925.79, The Fund seeks to track the performance of a benchmark index that measures the investment return of the overall stock market. The Fund employs an indexing investment approach to track the * For periods before the inception of the S and the I Funds on May 1, 2001, the returns shown are the returns of the Wilshire 4500 and EAFE indexes, respectively (without deductions for management fees, trading costs, or administrative expenses); the 2001 return is a blended return.