Historical
Returns on Stocks, Bonds and Bills: 1928-2020Data Used: Multiple data services
Data: Historical Returns for the US
Date: January 2021
Download as an excel file instead: http://www.stern.nyu.edu/~adamodar/pc/datasets/histretSP.xls
| Annual Returns on Investments in | Value of $100 invested at start of 1928 in | Annual Risk Premium | Annual Real Returns on | ||||||||||||||
| Year | S&P 500 (includes dividends) | 3-month T.Bill | US T. Bond | Baa Corporate Bond | S&P 500 (includes dividends)3 | 3-month T.Bill4 | US T. Bond5 | Baa Corporate Bond6 | Stocks - Bills | Stocks - Bonds | Stocks - Baa Corp Bond | Historical risk premium | Inflation Rate | S&P 500 (includes dividends)2 | 3-month T. Bill (Real) | !0-year T.Bonds | Baa Corp Bonds |
| 1928 | 43.81% | 3.08% | 0.84% | 3.22% | $ 143.81 | $ 103.08 | $ 100.84 | $ 103.22 | 40.73% | 42.98% | 40.59% | -1.15% | 45.49% | 4.28% | 2.01% | 4.42% | |
| 1929 | -8.30% | 3.16% | 4.20% | 3.02% | $ 131.88 | $ 106.34 | $ 105.07 | $ 106.33 | -11.46% | -12.50% | -11.32% | 0.00% | -8.30% | 3.16% | 4.20% | 3.02% | |
| 1930 | -25.12% | 4.55% | 4.54% | 0.54% | $ 98.75 | $ 111.18 | $ 109.85 | $ 106.91 | -29.67% | -29.66% | -25.66% | -2.67% | -23.07% | 7.42% | 7.41% | 3.30% | |
| 1931 | -43.84% | 2.31% | -2.56% | -15.68% | $ 55.46 | $ 113.74 | $ 107.03 | $ 90.14 | -46.15% | -41.28% | -28.16% | -8.93% | -38.33% | 12.34% | 7.00% | -7.41% | |
| 1932 | -8.64% | 1.07% | 8.79% | 23.59% | $ 50.66 | $ 114.96 | $ 116.44 | $ 111.41 | -9.71% | -17.43% | -32.23% | -10.30% | 1.85% | 12.68% | 21.28% | 37.78% | |
| 1933 | 49.98% | 0.96% | 1.86% | 12.97% | $ 75.99 | $ 116.06 | $ 118.60 | $ 125.86 | 49.02% | 48.13% | 37.02% | -5.19% | 58.20% | 6.49% | 7.43% | 19.15% | |
| 1934 | -1.19% | 0.28% | 7.96% | 18.82% | $ 75.09 | $ 116.39 | $ 128.05 | $ 149.54 | -1.47% | -9.15% | -20.00% | 3.48% | -4.51% | -3.09% | 4.33% | 14.82% | |
| 1935 | 46.74% | 0.17% | 4.47% | 13.31% | $ 110.18 | $ 116.58 | $ 133.78 | $ 169.44 | 46.57% | 42.27% | 33.43% | 2.55% | 43.09% | -2.33% | 1.87% | 10.49% | |
| 1936 | 31.94% | 0.17% | 5.02% | 11.38% | $ 145.38 | $ 116.78 | $ 140.49 | $ 188.73 | 31.77% | 26.93% | 20.56% | 1.03% | 30.60% | -0.85% | 3.94% | 10.25% | |
| 1937 | -35.34% | 0.28% | 1.38% | -4.42% | $ 94.00 | $ 117.11 | $ 142.43 | $ 180.39 | -35.61% | -36.72% | -30.92% | 3.73% | -37.66% | -3.33% | -2.26% | -7.85% | |
| 1938 | 29.28% | 0.07% | 4.21% | 9.24% | $ 121.53 | $ 117.18 | $ 148.43 | $ 197.05 | 29.22% | 25.07% | 20.05% | -2.03% | 31.96% | 2.14% | 6.37% | 11.50% | |
| 1939 | -1.10% | 0.05% | 4.41% | 7.98% | $ 120.20 | $ 117.24 | $ 154.98 | $ 212.78 | -1.14% | -5.51% | -9.08% | -1.30% | 0.21% | 1.36% | 5.79% | 9.41% | |
| 1940 | -10.67% | 0.04% | 5.40% | 8.65% | $ 107.37 | $ 117.28 | $ 163.35 | $ 231.18 | -10.71% | -16.08% | -19.32% | 0.72% | -11.31% | -0.68% | 4.65% | 7.87% | |
| 1941 | -12.77% | 0.13% | -2.02% | 5.01% | $ 93.66 | $ 117.43 | $ 160.04 | $ 242.76 | -12.90% | -10.75% | -17.78% | 5.12% | -17.02% | -4.74% | -6.79% | -0.10% | |
| 1942 | 19.17% | 0.34% | 2.29% | 5.18% | $ 111.61 | $ 117.83 | $ 163.72 | $ 255.33 | 18.83% | 16.88% | 13.99% | 10.92% | 7.44% | -9.54% | -7.78% | -5.18% | |
| 1943 | 25.06% | 0.38% | 2.49% | 8.04% | $ 139.59 | $ 118.28 | $ 167.79 | $ 275.88 | 24.68% | 22.57% | 17.02% | 5.97% | 18.02% | -5.27% | -3.28% | 1.96% | |
| 1944 | 19.03% | 0.38% | 2.58% | 6.57% | $ 166.15 | $ 118.73 | $ 172.12 | $ 293.99 | 18.65% | 16.45% | 12.46% | 1.64% | 17.11% | -1.24% | 0.93% | 4.85% | |
| 1945 | 35.82% | 0.38% | 3.80% | 6.80% | $ 225.67 | $ 119.18 | $ 178.67 | $ 313.98 | 35.44% | 32.02% | 29.02% | 2.27% | 32.80% | -1.85% | 1.50% | 4.43% | |
| 1946 | -8.43% | 0.38% | 3.13% | 2.51% | $ 206.65 | $ 119.63 | $ 184.26 | $ 321.85 | -8.81% | -11.56% | -10.94% | 8.48% | -15.58% | -7.46% | -4.93% | -5.50% | |
| 1947 | 5.20% | 0.60% | 0.92% | 0.26% | $ 217.39 | $ 120.35 | $ 185.95 | $ 322.70 | 4.60% | 4.28% | 4.94% | 14.39% | -8.03% | -12.05% | -11.78% | -12.35% | |
| 1948 | 5.70% | 1.05% | 1.95% | 3.44% | $ 229.79 | $ 121.61 | $ 189.58 | $ 333.79 | 4.66% | 3.75% | 2.27% | 7.69% | -1.84% | -6.17% | -5.33% | -3.95% | |
| 1949 | 18.30% | 1.12% | 4.66% | 5.38% | $ 271.85 | $ 122.96 | $ 198.42 | $ 351.74 | 17.19% | 13.64% | 12.93% | -0.97% | 19.46% | 2.11% | 5.69% | 6.41% | |
| 1950 | 30.81% | 1.20% | 0.43% | 4.24% | $ 355.60 | $ 124.44 | $ 199.27 | $ 366.65 | 29.60% | 30.38% | 26.57% | 1.09% | 29.40% | 0.12% | -0.65% | 3.12% | |
| 1951 | 23.68% | 1.52% | -0.30% | -0.19% | $ 439.80 | $ 126.33 | $ 198.68 | $ 365.95 | 22.16% | 23.97% | 23.87% | 7.86% | 14.67% | -5.88% | -7.56% | -7.46% | |
| 1952 | 18.15% | 1.72% | 2.27% | 4.44% | $ 519.62 | $ 128.51 | $ 203.19 | $ 382.20 | 16.43% | 15.88% | 13.71% | 2.28% | 15.52% | -0.54% | -0.01% | 2.11% | |
| 1953 | -1.21% | 1.89% | 4.14% | 1.62% | $ 513.35 | $ 130.94 | $ 211.61 | $ 388.39 | -3.10% | -5.35% | -2.83% | 0.82% | -2.01% | 1.07% | 3.30% | 0.80% | |
| 1954 | 52.56% | 0.94% | 3.29% | 6.16% | $ 783.18 | $ 132.17 | $ 218.57 | $ 412.31 | 51.62% | 49.27% | 46.41% | 0.31% | 52.09% | 0.63% | 2.97% | 5.83% | |
| 1955 | 32.60% | 1.73% | -1.34% | 2.04% | $ 1,038.47 | $ 134.45 | $ 215.65 | $ 420.74 | 30.87% | 33.93% | 30.55% | -0.28% | 32.97% | 2.01% | -1.06% | 2.33% | |
| 1956 | 7.44% | 2.63% | -2.26% | -2.35% | $ 1,115.73 | $ 137.98 | $ 210.79 | $ 410.84 | 4.81% | 9.70% | 9.79% | 1.53% | 5.83% | 1.09% | -3.72% | -3.82% | |
| 1957 | -10.46% | 3.23% | 6.80% | -0.72% | $ 999.05 | $ 142.43 | $ 225.11 | $ 407.89 | -13.68% | -17.25% | -9.74% | 3.34% | -13.35% | -0.11% | 3.34% | -3.93% | |
| 1958 | 43.72% | 1.77% | -2.10% | 6.43% | $ 1,435.84 | $ 144.95 | $ 220.39 | $ 434.11 | 41.95% | 45.82% | 37.29% | 2.73% | 39.90% | -0.93% | -4.70% | 3.60% | |
| 1959 | 12.06% | 3.39% | -2.65% | 1.57% | $ 1,608.95 | $ 149.86 | $ 214.56 | $ 440.95 | 8.67% | 14.70% | 10.48% | 1.01% | 10.94% | 2.35% | -3.62% | 0.56% | |
| 1960 | 0.34% | 2.88% | 11.64% | 6.66% | $ 1,614.37 | $ 154.18 | $ 239.53 | $ 470.33 | -2.55% | -11.30% | -6.33% | 6.11% | 1.46% | -1.11% | 1.40% | 10.04% | 5.13% |
| 1961 | 26.64% | 2.35% | 2.06% | 5.10% | $ 2,044.40 | $ 157.81 | $ 244.46 | $ 494.32 | 24.28% | 24.58% | 21.54% | 6.62% | 1.07% | 25.30% | 1.27% | 0.98% | 3.99% |
| 1962 | -8.81% | 2.77% | 5.69% | 6.50% | $ 1,864.26 | $ 162.19 | $ 258.38 | $ 526.43 | -11.58% | -14.51% | -15.31% | 5.97% | 1.20% | -9.89% | 1.56% | 4.44% | 5.23% |
| 1963 | 22.61% | 3.16% | 1.68% | 5.46% | $ 2,285.80 | $ 167.31 | $ 262.74 | $ 555.19 | 19.45% | 20.93% | 17.15% | 6.36% | 1.24% | 21.11% | 1.90% | 0.44% | 4.17% |
| 1964 | 16.42% | 3.55% | 3.73% | 5.16% | $ 2,661.02 | $ 173.25 | $ 272.53 | $ 583.85 | 12.87% | 12.69% | 11.25% | 6.53% | 1.28% | 14.95% | 2.24% | 2.42% | 3.83% |
| 1965 | 12.40% | 3.95% | 0.72% | 3.19% | $ 2,990.97 | $ 180.09 | $ 274.49 | $ 602.47 | 8.45% | 11.68% | 9.21% | 6.66% | 1.59% | 10.65% | 2.33% | -0.85% | 1.58% |
| 1966 | -9.97% | 4.86% | 2.91% | -3.45% | $ 2,692.74 | $ 188.84 | $ 282.47 | $ 581.72 | -14.83% | -12.88% | -6.53% | 6.11% | 3.02% | -12.61% | 1.79% | -0.10% | -6.27% |
| 1967 | 23.80% | 4.31% | -1.58% | 0.90% | $ 3,333.69 | $ 196.98 | $ 278.01 | $ 586.92 | 19.50% | 25.38% | 22.91% | 6.57% | 2.77% | 20.46% | 1.49% | -4.24% | -1.83% |
| 1968 | 10.81% | 5.34% | 3.27% | 4.85% | $ 3,694.23 | $ 207.49 | $ 287.11 | $ 615.36 | 5.48% | 7.54% | 5.97% | 6.60% | 4.27% | 6.28% | 1.02% | -0.96% | 0.55% |
| 1969 | -8.24% | 6.67% | -5.01% | -2.03% | $ 3,389.77 | $ 221.32 | $ 272.71 | $ 602.90 | -14.91% | -3.23% | -6.22% | 6.33% | 5.46% | -12.99% | 1.14% | -9.93% | -7.10% |
| 1970 | 3.56% | 6.39% | 16.75% | 5.65% | $ 3,510.49 | $ 235.47 | $ 318.41 | $ 636.96 | -2.83% | -13.19% | -2.09% | 5.90% | 5.84% | -2.15% | 0.52% | 10.31% | -0.18% |
| 1971 | 14.22% | 4.33% | 9.79% | 14.00% | $ 4,009.72 | $ 245.67 | $ 349.57 | $ 726.14 | 9.89% | 4.43% | 0.22% | 5.87% | 4.29% | 9.52% | 0.04% | 5.27% | 9.31% |
| 1972 | 18.76% | 4.07% | 2.82% | 11.41% | $ 4,761.76 | $ 255.68 | $ 359.42 | $ 808.99 | 14.68% | 15.94% | 7.35% | 6.08% | 3.27% | 14.99% | 0.77% | -0.44% | 7.88% |
| 1973 | -14.31% | 7.03% | 3.66% | 4.32% | $ 4,080.44 | $ 273.66 | $ 372.57 | $ 843.92 | -21.34% | -17.97% | -18.63% | 5.50% | 6.18% | -19.29% | 0.80% | -2.37% | -1.75% |
| 1974 | -25.90% | 7.83% | 1.99% | -4.38% | $ 3,023.54 | $ 295.08 | $ 379.98 | $ 806.95 | -33.73% | -27.89% | -21.52% | 4.64% | 11.05% | -33.28% | -2.90% | -8.16% | -13.90% |
| 1975 | 37.00% | 5.78% | 3.61% | 11.05% | $ 4,142.10 | $ 312.12 | $ 393.68 | $ 896.12 | 31.22% | 33.39% | 25.95% | 5.17% | 9.14% | 25.52% | -3.09% | -5.07% | 1.75% |
| 1976 | 23.83% | 4.97% | 15.98% | 19.75% | $ 5,129.20 | $ 327.65 | $ 456.61 | $ 1,073.13 | 18.86% | 7.85% | 4.08% | 5.22% | 5.74% | 17.10% | -0.73% | 9.68% | 13.25% |
| 1977 | -6.98% | 5.27% | 1.29% | 9.95% | $ 4,771.20 | $ 344.91 | $ 462.50 | $ 1,179.96 | -12.25% | -8.27% | -16.93% | 4.93% | 6.50% | -12.66% | -1.16% | -4.89% | 3.24% |
| 1978 | 6.51% | 7.19% | -0.78% | 3.14% | $ 5,081.77 | $ 369.71 | $ 458.90 | $ 1,216.98 | -0.68% | 7.29% | 3.37% | 4.97% | 7.63% | -1.04% | -0.41% | -7.81% | -4.17% |
| 1979 | 18.52% | 10.07% | 0.67% | -2.01% | $ 6,022.89 | $ 406.93 | $ 461.98 | $ 1,192.53 | 8.45% | 17.85% | 20.53% | 5.21% | 11.25% | 6.53% | -1.07% | -9.51% | -11.92% |
| 1980 | 31.74% | 11.43% | -2.99% | -3.32% | $ 7,934.26 | $ 453.46 | $ 448.17 | $ 1,152.99 | 20.30% | 34.72% | 35.05% | 5.73% | 13.55% | 16.02% | -1.86% | -14.57% | -14.85% |
| 1981 | -4.70% | 14.03% | 8.20% | 8.46% | $ 7,561.16 | $ 517.06 | $ 484.91 | $ 1,250.56 | -18.73% | -12.90% | -13.16% | 5.37% | 10.33% | -13.63% | 3.34% | -1.94% | -1.70% |
| 1982 | 20.42% | 10.61% | 32.81% | 29.05% | $ 9,105.08 | $ 571.94 | $ 644.04 | $ 1,613.88 | 9.80% | -12.40% | -8.63% | 5.10% | 6.13% | 13.46% | 4.22% | 25.14% | 21.60% |
| 1983 | 22.34% | 8.61% | 3.20% | 16.19% | $ 11,138.90 | $ 621.19 | $ 664.65 | $ 1,875.23 | 13.73% | 19.14% | 6.14% | 5.34% | 3.21% | 18.53% | 5.23% | -0.01% | 12.58% |
| 1984 | 6.15% | 9.52% | 13.73% | 15.62% | $ 11,823.51 | $ 680.35 | $ 755.92 | $ 2,168.13 | -3.38% | -7.59% | -9.47% | 5.12% | 4.30% | 1.77% | 5.01% | 9.04% | 10.85% |
| 1985 | 31.24% | 7.48% | 25.71% | 23.86% | $ 15,516.60 | $ 731.23 | $ 950.29 | $ 2,685.50 | 23.76% | 5.52% | 7.37% | 5.13% | 3.55% | 26.74% | 3.80% | 21.41% | 19.62% |
| 1986 | 18.49% | 5.98% | 24.28% | 21.49% | $ 18,386.33 | $ 774.95 | $ 1,181.06 | $ 3,262.50 | 12.52% | -5.79% | -2.99% | 4.97% | 1.90% | 16.29% | 4.00% | 21.97% | 19.22% |
| 1987 | 5.81% | 5.78% | -4.96% | 2.29% | $ 19,455.08 | $ 819.70 | $ 1,122.47 | $ 3,337.20 | 0.04% | 10.77% | 3.52% | 5.07% | 3.66% | 2.07% | 2.04% | -8.32% | -1.33% |
| 1988 | 16.54% | 6.67% | 8.22% | 15.12% | $ 22,672.40 | $ 874.35 | $ 1,214.78 | $ 3,841.62 | 9.87% | 8.31% | 1.42% | 5.12% | 4.08% | 11.97% | 2.49% | 3.98% | 10.60% |
| 1989 | 31.48% | 8.11% | 17.69% | 15.79% | $ 29,808.58 | $ 945.28 | $ 1,429.72 | $ 4,448.20 | 23.36% | 13.78% | 15.69% | 5.24% | 4.83% | 25.42% | 3.13% | 12.27% | 10.46% |
| 1990 | -3.06% | 7.49% | 6.24% | 6.14% | $ 28,895.11 | $ 1,016.11 | $ 1,518.87 | $ 4,721.33 | -10.56% | -9.30% | -9.20% | 5.00% | 5.40% | -8.03% | 1.99% | 0.79% | 0.70% |
| 1991 | 30.23% | 5.38% | 15.00% | 17.85% | $ 37,631.51 | $ 1,070.73 | $ 1,746.77 | $ 5,564.25 | 24.86% | 15.23% | 12.38% | 5.14% | 4.23% | 24.94% | 1.09% | 10.33% | 13.07% |
| 1992 | 7.49% | 3.43% | 9.36% | 12.17% | $ 40,451.51 | $ 1,107.47 | $ 1,910.30 | $ 6,241.54 | 4.06% | -1.87% | -4.68% | 5.03% | 3.03% | 4.33% | 0.39% | 6.15% | 8.87% |
| 1993 | 9.97% | 3.00% | 14.21% | 16.43% | $ 44,483.33 | $ 1,140.67 | $ 2,181.77 | $ 7,267.12 | 6.97% | -4.24% | -6.46% | 4.90% | 2.95% | 6.81% | 0.04% | 10.94% | 13.09% |
| 1994 | 1.33% | 4.25% | -8.04% | -1.32% | $ 45,073.14 | $ 1,189.11 | $ 2,006.43 | $ 7,171.25 | -2.92% | 9.36% | 2.65% | 4.97% | 2.61% | -1.25% | 1.60% | -10.37% | -3.83% |
| 1995 | 37.20% | 5.49% | 23.48% | 20.16% | $ 61,838.19 | $ 1,254.39 | $ 2,477.55 | $ 8,616.71 | 31.71% | 13.71% | 17.04% | 5.08% | 2.81% | 33.45% | 2.61% | 20.11% | 16.88% |
| 1996 | 22.68% | 5.01% | 1.43% | 4.79% | $ 75,863.69 | $ 1,317.18 | $ 2,512.94 | $ 9,029.67 | 17.68% | 21.25% | 17.89% | 5.30% | 2.93% | 19.19% | 2.02% | -1.46% | 1.81% |
| 1997 | 33.10% | 5.06% | 9.94% | 11.83% | $ 100,977.34 | $ 1,383.84 | $ 2,762.71 | $ 10,098.32 | 28.04% | 23.16% | 21.27% | 5.53% | 2.34% | 30.06% | 2.66% | 7.43% | 9.28% |
| 1998 | 28.34% | 4.78% | 14.92% | 7.95% | $ 129,592.25 | $ 1,449.94 | $ 3,174.95 | $ 10,900.68 | 23.56% | 13.42% | 20.39% | 5.63% | 1.55% | 26.38% | 3.18% | 13.16% | 6.30% |
| 1999 | 20.89% | 4.64% | -8.25% | 0.84% | $ 156,658.05 | $ 1,517.20 | $ 2,912.88 | $ 10,992.59 | 16.25% | 29.14% | 20.04% | 5.96% | 2.19% | 18.30% | 2.40% | -10.22% | -1.32% |
| 2000 | -9.03% | 5.82% | 16.66% | 9.33% | $ 142,508.98 | $ 1,605.45 | $ 3,398.03 | $ 12,018.16 | -14.85% | -25.69% | -18.36% | 5.51% | 3.38% | -12.00% | 2.36% | 12.84% | 5.76% |
| 2001 | -11.85% | 3.39% | 5.57% | 7.82% | $ 125,622.01 | $ 1,659.84 | $ 3,587.37 | $ 12,957.88 | -15.24% | -17.42% | -19.67% | 5.17% | 2.83% | -14.27% | 0.55% | 2.67% | 4.86% |
| 2002 | -21.97% | 1.60% | 15.12% | 12.18% | $ 98,027.82 | $ 1,686.44 | $ 4,129.65 | $ 14,535.88 | -23.57% | -37.08% | -34.14% | 4.53% | 1.59% | -23.18% | 0.02% | 13.32% | 10.43% |
| 2003 | 28.36% | 1.01% | 0.38% | 13.53% | $ 125,824.39 | $ 1,703.49 | $ 4,145.15 | $ 16,502.87 | 27.34% | 27.98% | 14.82% | 4.82% | 2.27% | 25.51% | -1.23% | -1.85% | 11.01% |
| 2004 | 10.74% | 1.37% | 4.49% | 9.89% | $ 139,341.42 | $ 1,726.86 | $ 4,331.30 | $ 18,134.78 | 9.37% | 6.25% | 0.85% | 4.84% | 2.68% | 7.86% | -1.27% | 1.77% | 7.02% |
| 2005 | 4.83% | 3.15% | 2.87% | 4.92% | $ 146,077.85 | $ 1,781.19 | $ 4,455.50 | $ 19,026.57 | 1.69% | 1.97% | -0.08% | 4.80% | 3.39% | 1.39% | -0.24% | -0.51% | 1.47% |
| 2006 | 15.61% | 4.73% | 1.96% | 7.05% | $ 168,884.34 | $ 1,865.39 | $ 4,542.87 | $ 20,367.63 | 10.89% | 13.65% | 8.56% | 4.91% | 3.23% | 12.00% | 1.45% | -1.23% | 3.70% |
| 2007 | 5.48% | 4.35% | 10.21% | 3.15% | $ 178,147.20 | $ 1,946.59 | $ 5,006.69 | $ 21,009.29 | 1.13% | -4.73% | 2.33% | 4.79% | 2.85% | 2.56% | 1.46% | 7.15% | 0.29% |
| 2008 | -36.55% | 1.37% | 20.10% | -5.07% | $ 113,030.22 | $ 1,973.16 | $ 6,013.10 | $ 19,945.02 | -37.92% | -56.65% | -31.49% | 3.88% | 3.84% | -38.90% | -2.38% | 15.66% | -8.58% |
| 2009 | 25.94% | 0.15% | -11.12% | 23.33% | $ 142,344.87 | $ 1,976.12 | $ 5,344.65 | $ 24,598.10 | 25.79% | 37.05% | 2.61% | 4.29% | -0.36% | 26.38% | 0.51% | -10.80% | 23.77% |
| 2010 | 14.82% | 0.14% | 8.46% | 8.35% | $ 163,441.94 | $ 1,978.82 | $ 5,796.96 | $ 26,651.51 | 14.68% | 6.36% | 6.47% | 4.31% | 1.64% | 12.97% | -1.48% | 6.71% | 6.60% |
| 2011 | 2.10% | 0.05% | 16.04% | 12.58% | $ 166,871.56 | $ 1,979.86 | $ 6,726.52 | $ 30,005.47 | 2.05% | -13.94% | -10.49% | 4.10% | 3.16% | -1.03% | -3.01% | 12.48% | 9.14% |
| 2012 | 15.89% | 0.09% | 2.97% | 10.12% | $ 193,388.43 | $ 1,981.56 | $ 6,926.40 | $ 33,043.43 | 15.80% | 12.92% | 5.77% | 4.20% | 2.07% | 13.54% | -1.94% | 0.88% | 7.89% |
| 2013 | 32.15% | 0.06% | -9.10% | -1.06% | $ 255,553.31 | $ 1,982.72 | $ 6,295.79 | $ 32,694.52 | 32.09% | 41.25% | 33.20% | 4.62% | 1.46% | 30.24% | -1.39% | -10.42% | -2.48% |
| 2014 | 13.52% | 0.03% | 10.75% | 10.38% | $ 290,115.42 | $ 1,983.36 | $ 6,972.34 | $ 36,089.82 | 13.49% | 2.78% | 3.14% | 4.60% | 1.62% | 11.71% | -1.56% | 8.98% | 8.62% |
| 2015 | 1.38% | 0.05% | 1.28% | -0.70% | $ 294,115.79 | $ 1,984.40 | $ 7,061.89 | $ 35,838.08 | 1.33% | 0.09% | 2.08% | 4.54% | 0.12% | 1.26% | -0.07% | 1.16% | -0.82% |
| 2016 | 11.77% | 0.32% | 0.69% | 10.37% | $ 328,742.28 | $ 1,990.70 | $ 7,110.65 | $ 39,552.74 | 11.46% | 11.08% | 1.41% | 4.62% | 1.26% | 10.38% | -0.93% | -0.56% | 8.99% |
| 2017 | 21.61% | 0.93% | 2.80% | 9.72% | $ 399,768.64 | $ 2,009.23 | $ 7,309.87 | $ 43,398.81 | 20.67% | 18.80% | 11.88% | 4.77% | 2.13% | 19.07% | -1.17% | 0.66% | 7.44% |
| 2018 | -4.23% | 1.94% | -0.02% | -2.76% | $ 382,870.94 | $ 2,048.20 | $ 7,308.65 | $ 42,199.86 | -6.17% | -4.21% | -1.46% | 4.66% | 2.44% | -6.51% | -0.49% | -2.40% | -5.08% |
| 2019 | 31.21% | 1.55% | 9.64% | 15.33% | $ 502,371.39 | $ 2,079.94 | $ 8,012.89 | $ 48,668.87 | 29.66% | 21.58% | 15.88% | 4.83% | 2.29% | 28.27% | -0.72% | 7.18% | 12.75% |
| 2020 | 18.01% | 0.09% | 11.33% | 10.41% | $ 592,868.15 | $ 2,081.82 | $ 8,920.90 | $ 53,736.05 | 17.92% | 6.68% | 7.60% | 4.84% | 1.20% | 16.61% | -1.10% | 10.01% | 9.10% |