smalHistorical Returns on Stocks, Bonds and Bills: 1928-2024

Data Used: Multiple data services

Data: Historical Returns for the US

Date: January 2025

Download as an excel file instead: https://www.stern.nyu.edu/~adamodar/pc/datasets/histretSP.xls

Update: I have replaced the end-of-the-period T.Bill rates that I used to report in this table, with the average T.Bill rate during the year, since it better measures what you would have earned on that investment during the year.

Annual Returns on Investments in Value of $100 invested at start of 1928 in Annual Real Returns
Year S&P 500 (includes dividends) US Small cap (bottom decile) 3-month T.Bill US T. Bond (10-year)  Baa Corporate Bond Real Estate Gold* S&P 500 (includes dividends)3 US Small cap (bottom decile) Cum Value 3-month T.Bill4 US T. Bond5  Baa Corporate Bond2 Real Estate2 Gold2 Inflation Rate S&P 500 (includes dividends)2 US Small cap (bottom decile)22 3-month T. Bill (Real) !0-year T.Bonds Baa Corp Bonds Real Estate3 Gold
1928 43.81% 59.91% 3.08% 0.84% 3.22% 1.49% 0.10%  $        143.81  $           159.91  $    103.08  $    100.84  $      103.22  $    101.49  $      100.10 -1.16% 45.49% 61.78% 4.29% 2.01% 4.43% 2.68% 1.27%
1929 -8.30% -46.61% 3.16% 4.20% 3.02% -2.06% -0.15%  $        131.88  $             85.38  $    106.34  $    105.07  $      106.33  $      99.40  $        99.95 0.58% -8.83% -46.92% 2.56% 3.60% 2.42% -2.63% -0.73%
1930 -25.12% -50.03% 4.55% 4.54% 0.54% -4.30% 0.10%  $          98.75  $             42.66  $    111.18  $    109.85  $      106.91  $      95.13  $      100.05 -6.40% -20.01% -46.62% 11.69% 11.68% 7.41% 2.24% 6.94%
1931 -43.84% -44.66% 2.31% -2.56% -15.68% -8.15% -17.38%  $          55.46  $             23.61  $    113.74  $    107.03  $        90.14  $      87.38  $        82.66 -9.32% -38.07% -38.97% 12.82% 7.45% -7.02% 1.29% -8.90%
1932 -8.64% 20.49% 1.07% 8.79% 23.59% -10.47% 21.28%  $          50.66  $             28.45  $    114.96  $    116.44  $      111.41  $      78.23  $      100.24 -10.27% 1.82% 34.29% 12.64% 21.25% 37.74% -0.21% 35.16%
1933 49.98% 148.34% 0.96% 1.86% 12.97% -3.81% 27.26%  $          75.99  $             70.65  $    116.06  $    118.60  $      125.86  $      75.25  $      127.57 0.76% 48.85% 146.46% 0.20% 1.08% 12.11% -4.54% 26.30%
1934 -1.19% 20.01% 0.28% 7.96% 18.82% 2.91% 31.75%  $          75.09  $             84.78  $    116.39  $    128.05  $      149.54  $      77.44  $      168.07 1.52% -2.66% 18.22% -1.22% 6.35% 17.04% 1.37% 29.78%
1935 46.74% 53.18% 0.17% 4.47% 13.31% 9.77% 0.43%  $        110.18  $           129.87  $    116.58  $    133.78  $      169.44  $      85.00  $      168.80 2.99% 42.49% 48.74% -2.74% 1.44% 10.02% 6.58% -2.48%
1936 31.94% 92.82% 0.17% 5.02% 11.38% 3.22% 0.09%  $        145.38  $           250.41  $    116.78  $    140.49  $      188.73  $      87.73  $      168.94 1.45% 30.06% 90.07% -1.26% 3.52% 9.79% 1.74% -1.34%
1937 -35.34% -53.28% 0.28% 1.38% -4.42% 2.56% -0.23%  $          94.00  $           116.99  $    117.11  $    142.43  $      180.39  $      89.98  $      168.56 2.86% -37.13% -54.58% -2.51% -1.44% -7.07% -0.29% -3.00%
1938 29.28% 1.60% 0.07% 4.21% 9.24% -0.87% 0.17%  $        121.53  $           118.86  $    117.18  $    148.43  $      197.05  $      89.20  $      168.85 -2.78% 32.98% 4.50% 2.92% 7.19% 12.36% 1.96% 3.03%
1939 -1.10% -5.73% 0.05% 4.41% 7.98% -1.30% -1.23%  $        120.20  $           112.05  $    117.24  $    154.98  $      212.78  $      88.04  $      166.76 0.00% -1.10% -5.73% 0.05% 4.41% 7.98% -1.30% -1.23%
1940 -10.67% -31.81% 0.04% 5.40% 8.65% 3.31% -1.66%  $        107.37  $             76.41  $    117.28  $    163.35  $      231.18  $      90.95  $      164.00 0.71% -11.31% -32.29% -0.67% 4.65% 7.88% 2.57% -2.35%
1941 -12.77% -5.54% 0.13% -2.02% 5.01% -8.38% 0.00%  $          93.66  $             72.18  $    117.43  $    160.04  $      242.76  $      83.32  $      164.00 9.93% -20.65% -14.07% -8.91% -10.87% -4.48% -16.66% -9.03%
1942 19.17% 61.79% 0.34% 2.29% 5.18% 3.33% 0.00%  $        111.61  $           116.77  $    117.83  $    163.72  $      255.33  $      86.10  $      164.00 9.03% 9.30% 48.39% -7.97% -6.18% -3.53% -5.23% -8.28%
1943 25.06% 137.97% 0.38% 2.49% 8.04% 11.45% 0.00%  $        139.59  $           277.89  $    118.28  $    167.79  $      275.88  $      95.95  $      164.00 2.96% 21.47% 131.13% -2.50% -0.46% 4.94% 8.24% -2.87%
1944 19.03% 69.73% 0.38% 2.58% 6.57% 16.58% 0.00%  $        166.15  $           471.66  $    118.73  $    172.12  $      293.99  $    111.87  $      164.00 2.30% 16.36% 65.92% -1.88% 0.27% 4.17% 13.96% -2.25%
1945 35.82% 91.09% 0.38% 3.80% 6.80% 11.78% 2.54%  $        225.67  $           901.29  $    119.18  $    178.67  $      313.98  $    125.04  $      168.17 2.25% 32.84% 86.89% -1.83% 1.52% 4.45% 9.32% 0.29%
1946 -8.43% -15.32% 0.38% 3.13% 2.51% 24.10% 0.00%  $        206.65  $           763.21  $    119.63  $    184.26  $      321.85  $    155.18  $      168.17 18.13% -22.48% -28.32% -15.03% -12.70% -13.23% 5.05% -15.35%
1947 5.20% -0.96% 0.60% 0.92% 0.26% 21.26% 0.00%  $        217.39  $           755.88  $    120.35  $    185.95  $      322.70  $    188.17  $      168.17 8.84% -3.34% -9.00% -7.57% -7.27% -7.88% 11.42% -8.12%
1948 5.70% -0.71% 1.05% 1.95% 3.44% 2.06% 0.00%  $        229.79  $           750.52  $    121.61  $    189.58  $      333.79  $    192.05  $      168.17 2.99% 2.63% -3.59% -1.89% -1.01% 0.43% -0.91% -2.90%
1949 18.30% 27.22% 1.12% 4.66% 5.38% 0.09% -8.70%  $        271.85  $           954.81  $    122.96  $    198.42  $      351.74  $    192.22  $      153.54 -2.07% 20.81% 29.92% 3.26% 6.88% 7.61% 2.21% -6.77%
1950 30.81% 52.78% 1.20% 0.43% 4.24% 3.64% 9.56%  $        355.60  $        1,458.75  $    124.44  $    199.27  $      366.65  $    199.22  $      168.22 5.93% 23.48% 44.22% -4.46% -5.19% -1.60% -2.16% 3.43%
1951 23.68% 3.92% 1.52% -0.30% -0.19% 6.05% 0.00%  $        439.80  $        1,515.93  $    126.33  $    198.68  $      365.95  $    211.26  $      168.22 6.00% 16.68% -1.96% -4.23% -5.94% -5.84% 0.04% -5.66%
1952 18.15% 1.19% 1.72% 2.27% 4.44% 4.41% -0.35%  $        519.62  $        1,533.97  $    128.51  $    203.19  $      382.20  $    220.57  $      167.64 0.75% 17.27% 0.43% 0.96% 1.50% 3.66% 3.62% -1.09%
1953 -1.21% -5.80% 1.89% 4.14% 1.62% 11.52% 0.69%  $        513.35  $        1,445.00  $    130.94  $    211.61  $      388.39  $    245.98  $      168.80 0.75% -1.94% -6.50% 1.13% 3.37% 0.86% 10.69% -0.06%
1954 52.56% 63.90% 0.94% 3.29% 6.16% 0.92% 0.57%  $        783.18  $        2,368.36  $    132.17  $    218.57  $      412.31  $    248.25  $      169.77 -0.74% 53.71% 65.13% 1.69% 4.06% 6.95% 1.68% 1.33%
1955 32.60% 27.09% 1.72% -1.34% 2.04% 0.00% -0.03%  $     1,038.47  $        3,009.95  $    134.45  $    215.65  $      420.74  $    248.25  $      169.72 0.37% 32.10% 26.62% 1.34% -1.70% 1.66% -0.37% -0.40%
1956 7.44% -0.99% 2.62% -2.26% -2.35% 0.91% -0.11%  $     1,115.73  $        2,980.15  $    137.97  $    210.79  $      410.84  $    250.52  $      169.53 2.99% 4.33% -3.86% -0.35% -5.09% -5.18% -2.01% -3.01%
1957 -10.46% -15.25% 3.22% 6.80% -0.72% 2.72% -0.11%  $        999.05  $        2,525.68  $    142.42  $    225.11  $      407.89  $    257.33  $      169.33 2.90% -12.98% -17.64% 0.32% 3.79% -3.52% -0.18% -2.93%
1958 43.72% 69.35% 1.77% -2.10% 6.43% 0.66% 0.43%  $     1,435.84  $        4,277.24  $    144.93  $    220.39  $      434.11  $    259.03  $      170.06 1.76% 41.23% 66.42% 0.01% -3.79% 4.59% -1.08% -1.31%
1959 12.06% 12.74% 3.39% -2.65% 1.57% 0.11% 0.00%  $     1,608.95  $        4,822.16  $    149.84  $    214.56  $      440.95  $    259.31  $      170.06 1.73% 10.15% 10.82% 1.63% -4.30% -0.15% -1.59% -1.70%
1960 0.34% -3.49% 2.87% 11.64% 6.66% 0.77% 0.48%  $     1,614.37  $        4,653.86  $    154.15  $    239.53  $      470.33  $    261.30  $      170.88 1.36% -1.01% -4.79% 1.49% 10.14% 5.23% -0.59% -0.86%
1961 26.64% 29.83% 2.35% 2.06% 5.10% 0.98% -0.06%  $     2,044.40  $        6,042.11  $    157.77  $    244.46  $      494.32  $    263.85  $      170.78 0.67% 25.79% 28.96% 1.67% 1.38% 4.40% 0.30% -0.72%
1962 -8.81% -9.76% 2.77% 5.69% 6.50% 0.32% -0.06%  $     1,864.26  $        5,452.40  $    162.15  $    258.38  $      526.43  $    264.70  $      170.69 1.33% -10.01% -10.95% 1.42% 4.30% 5.09% -1.00% -1.37%
1963 22.61% 19.93% 3.16% 1.68% 5.46% 2.14% -0.40%  $     2,285.80  $        6,539.06  $    167.27  $    262.74  $      555.19  $    270.38  $      170.01 1.64% 20.63% 17.99% 1.49% 0.04% 3.76% 0.49% -2.01%
1964 16.42% 23.15% 3.55% 3.73% 5.16% 1.26% 0.03%  $     2,661.02  $        8,052.86  $    173.20  $    272.53  $      583.85  $    273.78  $      170.06 0.97% 15.30% 21.97% 2.55% 2.73% 4.15% 0.29% -0.93%
1965 12.40% 45.66% 3.95% 0.72% 3.19% 1.66% 0.06%  $     2,990.97  $      11,729.79  $    180.04  $    274.49  $      602.47  $    278.32  $      170.16 1.92% 10.28% 42.91% 1.99% -1.18% 1.24% -0.26% -1.83%
1966 -9.97% -9.49% 4.86% 2.91% -3.45% 1.22% 0.03%  $     2,692.74  $      10,616.63  $    188.78  $    282.47  $      581.72  $    281.72  $      170.20 3.46% -12.98% -12.52% 1.35% -0.53% -6.67% -2.16% -3.32%
1967 23.80% 116.79% 4.29% -1.58% 0.90% 2.32% -0.51%  $     3,333.69  $      23,015.80  $    196.88  $    278.01  $      586.92  $    288.25  $      169.33 3.04% 20.15% 110.40% 1.22% -4.48% -2.08% -0.70% -3.45%
1968 10.81% 60.70% 5.34% 3.27% 4.85% 4.13% 12.47%  $     3,694.23  $      36,986.40  $    207.39  $    287.11  $      615.36  $    300.17  $      190.46 4.72% 5.82% 53.46% 0.59% -1.38% 0.12% -0.56% 7.41%
1969 -8.24% -33.05% 6.67% -5.01% -2.03% 6.99% 5.01%  $     3,389.77  $      24,762.39  $    221.22  $    272.71  $      602.90  $    321.16  $      200.00 6.20% -13.60% -36.96% 0.44% -10.56% -7.74% 0.75% -1.12%
1970 3.56% -19.00% 6.39% 16.75% 5.65% 8.22% -9.45%  $     3,510.49  $      20,057.54  $    235.36  $    318.41  $      636.96  $    347.55  $      181.10 5.57% -1.90% -23.27% 0.78% 10.59% 0.08% 2.51% -14.23%
1971 14.22% 16.49% 4.33% 9.79% 14.00% 4.24% 16.69%  $     4,009.72  $      23,365.03  $    245.56  $    349.57  $      726.14  $    362.30  $      211.34 3.27% 10.61% 12.81% 1.03% 6.31% 10.40% 0.95% 13.00%
1972 18.76% 0.26% 4.06% 2.82% 11.41% 2.98% 48.78%  $     4,761.76  $      23,425.77  $    255.53  $    359.42  $      808.99  $    373.08  $      314.44 3.41% 14.84% -3.04% 0.63% -0.57% 7.74% -0.42% 43.88%
1973 -14.31% -38.63% 7.04% 3.66% 4.32% 3.42% 72.96%  $     4,080.44  $      14,376.40  $    273.51  $    372.57  $      843.92  $    385.85  $      543.85 8.71% -21.17% -43.54% -1.54% -4.64% -4.04% -4.86% 59.11%
1974 -25.90% -26.81% 7.85% 1.99% -4.38% 10.07% 66.15%  $     3,023.54  $      10,522.09  $    294.97  $    379.98  $      806.95  $    424.72  $      903.59 12.34% -34.04% -34.85% -4.00% -9.21% -14.88% -2.02% 47.90%
1975 37.00% 59.35% 5.79% 3.61% 11.05% 6.77% -24.80%  $     4,142.10  $      16,766.94  $    312.04  $    393.68  $      896.12  $    453.48  $      679.51 6.94% 28.11% 49.01% -1.08% -3.12% 3.85% -0.15% -29.68%
1976 23.83% 48.51% 4.98% 15.98% 19.75% 8.18% -4.10%  $     5,129.20  $      24,900.59  $    327.57  $    456.61  $   1,073.13  $    490.57  $      651.65 4.86% 18.09% 41.62% 0.11% 10.60% 14.20% 3.16% -8.55%
1977 -6.98% 30.67% 5.26% 1.29% 9.95% 14.65% 22.64%  $     4,771.20  $      32,537.60  $    344.80  $    462.50  $   1,179.96  $    562.46  $      799.18 6.70% -12.82% 22.46% -1.35% -5.07% 3.05% 7.45% 14.94%
1978 6.51% 29.32% 7.18% -0.78% 3.14% 15.72% 37.01%  $     5,081.77  $      42,077.62  $    369.55  $    458.90  $   1,216.98  $    650.90  $   1,094.96 9.02% -2.30% 18.62% -1.69% -8.99% -5.39% 6.15% 25.68%
1979 18.52% 41.97% 10.05% 0.67% -2.01% 13.74% 126.55%  $     6,022.89  $      59,737.60  $    406.71  $    461.98  $   1,192.53  $    740.35  $   2,480.62 13.29% 4.61% 25.31% -2.86% -11.14% -13.51% 0.40% 99.97%
1980 31.74% 42.41% 11.39% -2.99% -3.32% 7.40% 15.19%  $     7,934.26  $      85,072.31  $    453.04  $    448.17  $   1,152.99  $    795.11  $   2,857.32 12.52% 17.08% 26.57% -1.00% -13.78% -14.07% -4.55% 2.37%
1981 -4.70% -4.14% 14.04% 8.20% 8.46% 5.10% -32.60%  $     7,561.16  $      81,550.32  $    516.63  $    484.91  $   1,250.56  $    835.62  $   1,925.87 8.92% -12.51% -11.99% 4.69% -0.66% -0.42% -3.51% -38.12%
1982 20.42% 27.11% 10.60% 32.81% 29.05% 0.56% 15.62%  $     9,105.08  $    103,658.61  $    571.41  $    644.04  $   1,613.88  $    840.33  $   2,226.74 3.83% 15.98% 22.42% 6.52% 27.92% 24.29% -3.15% 11.36%
1983 22.34% 35.86% 8.62% 3.20% 16.19% 4.75% -16.80%  $   11,138.90  $    140,830.59  $    620.65  $    664.65  $   1,875.23  $    880.25  $   1,852.71 3.79% 17.87% 30.90% 4.65% -0.57% 11.95% 0.92% -19.84%
1984 6.15% -14.52% 9.54% 13.73% 15.62% 4.68% -19.38%  $   11,823.51  $    120,381.99  $    679.87  $    755.92  $   2,168.13  $    921.43  $   1,493.70 3.95% 2.11% -17.77% 5.38% 9.41% 11.23% 0.70% -22.44%
1985 31.24% 25.14% 7.47% 25.71% 23.86% 7.47% 6.00%  $   15,516.60  $    150,646.02  $    730.66  $    950.29  $   2,685.50  $    990.27  $   1,583.33 3.80% 26.43% 20.56% 3.54% 21.11% 19.33% 3.54% 2.12%
1986 18.49% 2.16% 5.97% 24.28% 21.35% 9.61% 18.96%  $   18,386.33  $    153,899.97  $    774.27  $ 1,181.06  $   3,258.97  $ 1,085.46  $   1,883.48 1.10% 17.21% 1.05% 4.82% 22.93% 20.04% 8.42% 17.66%
1987 5.81% -14.03% 5.78% -4.96% 2.81% 7.85% 24.53%  $   19,455.08  $    132,307.81  $    819.01  $ 1,122.47  $   3,350.63  $ 1,170.66  $   2,345.45 4.43% 1.32% -17.68% 1.29% -9.00% -1.55% 3.27% 19.24%
1988 16.54% 17.37% 6.67% 8.22% 14.38% 7.22% -15.26%  $   22,672.40  $    155,289.67  $    873.62  $ 1,214.78  $   3,832.52  $ 1,255.19  $   1,987.65 4.42% 11.60% 12.40% 2.15% 3.64% 9.54% 2.68% -18.84%
1989 31.48% 6.95% 8.11% 17.69% 15.95% 4.39% -2.84%  $   29,808.58  $    166,082.31  $    944.49  $ 1,429.72  $   4,443.77  $ 1,310.35  $   1,931.20 4.65% 25.64% 2.20% 3.31% 12.47% 10.80% -0.24% -7.15%
1990 -3.06% -27.92% 7.50% 6.24% 6.28% -0.69% -3.11%  $   28,895.11  $    119,712.13  $ 1,015.29  $ 1,518.87  $   4,722.87  $ 1,301.36  $   1,871.12 6.11% -8.64% -32.07% 1.31% 0.12% 0.16% -6.40% -8.69%
1991 30.23% 46.27% 5.38% 15.00% 18.93% -0.17% -8.56%  $   37,631.51  $    175,102.93  $ 1,069.87  $ 1,746.77  $   5,616.82  $ 1,299.16  $   1,711.00 3.06% 26.36% 41.92% 2.24% 11.59% 15.39% -3.14% -11.28%
1992 7.49% 25.51% 3.43% 9.36% 11.31% 0.82% -5.73%  $   40,451.51  $    219,771.68  $ 1,106.58  $ 1,910.30  $   6,251.82  $ 1,309.78  $   1,612.89 2.90% 4.46% 21.97% 0.52% 6.28% 8.17% -2.02% -8.39%
1993 9.97% 25.73% 3.00% 14.21% 15.47% 2.16% 17.68%  $   44,483.33  $    276,318.94  $ 1,139.74  $ 2,181.77  $   7,219.13  $ 1,338.03  $   1,898.01 2.75% 7.03% 22.37% 0.24% 11.16% 12.38% -0.58% 14.53%
1994 1.33% -5.01% 4.25% -8.04% -0.97% 2.52% -2.17%  $   45,073.14  $    262,475.36  $ 1,188.21  $ 2,006.43  $   7,149.23  $ 1,371.69  $   1,856.83 2.67% -1.31% -7.48% 1.54% -10.43% -3.55% -0.16% -4.72%
1995 37.20% 32.27% 5.49% 23.48% 21.29% 1.79% 0.98%  $   61,838.19  $    347,176.16  $ 1,253.44  $ 2,477.55  $   8,671.10  $ 1,396.27  $   1,875.00 2.54% 33.80% 29.00% 2.88% 20.42% 18.28% -0.73% -1.52%
1996 22.68% 14.63% 5.01% 1.43% 3.42% 2.43% -4.59%  $   75,863.69  $    397,968.03  $ 1,316.18  $ 2,512.94  $   8,967.28  $ 1,430.13  $   1,789.00 3.32% 18.74% 10.94% 1.63% -1.83% 0.09% -0.87% -7.65%
1997 33.10% 22.17% 5.06% 9.94% 12.75% 4.02% -21.41%  $ 100,977.34  $    486,197.54  $ 1,382.80  $ 2,762.71  $ 10,110.98  $ 1,487.66  $   1,406.01 1.70% 30.88% 20.12% 3.30% 8.10% 10.87% 2.28% -22.72%
1998 28.34% -13.46% 4.78% 14.92% 7.63% 6.44% -0.83%  $ 129,592.25  $    420,755.35  $ 1,448.84  $ 3,174.95  $ 10,882.19  $ 1,583.49  $   1,394.38 1.61% 26.30% -14.83% 3.11% 13.10% 5.92% 4.75% -2.40%
1999 20.89% 38.24% 4.64% -8.25% 0.91% 7.68% 0.85%  $ 156,658.05  $    581,652.20  $ 1,516.05  $ 2,912.88  $ 10,980.88  $ 1,705.10  $   1,406.25 2.68% 17.72% 34.63% 1.90% -10.65% -1.73% 4.86% -1.79%
2000 -9.03% -9.29% 5.82% 16.66% 9.39% 9.29% -5.44%  $ 142,508.98  $    527,616.71  $ 1,604.28  $ 3,398.03  $ 12,011.74  $ 1,863.54  $   1,329.70 3.39% -12.01% -12.26% 2.35% 12.83% 5.80% 5.71% -8.54%
2001 -11.85% 32.14% 3.40% 5.57% 8.54% 6.68% 0.75%  $ 125,622.01  $    697,192.72  $ 1,658.81  $ 3,587.37  $ 13,037.39  $ 1,987.95  $   1,339.63 1.55% -13.20% 30.12% 1.82% 3.96% 6.88% 5.05% -0.79%
2002 -21.97% -3.58% 1.61% 15.12% 12.14% 9.56% 25.57%  $   98,027.82  $    672,233.22  $ 1,685.44  $ 4,129.65  $ 14,620.61  $ 2,178.02  $   1,682.17 2.38% -23.78% -5.82% -0.75% 12.44% 9.54% 7.02% 22.65%
2003 28.36% 91.91% 1.01% 0.38% 12.32% 9.81% 19.89%  $ 125,824.39  $ 1,290,082.78  $ 1,702.44  $ 4,145.15  $ 16,421.34  $ 2,391.76  $   2,016.72 1.88% 25.99% 88.37% -0.86% -1.48% 10.24% 7.79% 17.68%
2004 10.74% 17.49% 1.37% 4.49% 10.35% 13.64% 4.65%  $ 139,341.42  $ 1,515,718.25  $ 1,725.84  $ 4,331.30  $ 18,120.28  $ 2,717.96  $   2,110.47 3.26% 7.25% 13.79% -1.82% 1.20% 6.87% 10.06% 1.35%
2005 4.83% 3.93% 3.15% 2.87% 5.30% 13.51% 17.77%  $ 146,077.85  $ 1,575,285.98  $ 1,780.19  $ 4,455.50  $ 19,080.36  $ 3,085.14  $   2,485.47 3.42% 1.37% 0.50% -0.26% -0.53% 1.82% 9.76% 13.88%
2006 15.61% 18.47% 4.73% 1.96% 5.20% 1.73% 23.20%  $ 168,884.34  $ 1,866,241.30  $ 1,864.39  $ 4,542.87  $ 20,071.86  $ 3,138.60  $   3,062.02 2.54% 12.75% 15.53% 2.14% -0.57% 2.59% -0.79% 20.14%
2007 5.48% -9.15% 4.36% 10.21% 4.84% -5.40% 31.92%  $ 178,147.20  $ 1,695,480.22  $ 1,945.72  $ 5,006.69  $ 21,044.26  $ 2,969.14  $   4,039.49 4.08% 1.35% -12.71% 0.27% 5.89% 0.73% -9.11% 26.75%
2008 -36.55% -44.84% 1.37% 20.10% -3.54% -12.00% 4.32%  $ 113,030.22  $    935,226.89  $ 1,972.40  $ 6,013.10  $ 20,299.23  $ 2,612.99  $   4,213.91 0.09% -36.61% -44.89% 1.28% 19.99% -3.63% -12.08% 4.22%
2009 25.94% 47.48% 0.15% -11.12% 20.21% -3.85% 25.04%  $ 142,344.87  $ 1,379,272.62  $ 1,975.37  $ 5,344.65  $ 24,401.63  $ 2,512.29  $   5,268.90 2.72% 22.60% 43.57% -2.50% -13.47% 17.03% -6.40% 21.72%
2010 14.82% 28.24% 0.14% 8.46% 9.41% -4.12% 29.24%  $ 163,441.94  $ 1,768,779.20  $ 1,978.10  $ 5,796.96  $ 26,697.95  $ 2,408.84  $   6,809.59 1.50% 13.13% 26.35% -1.34% 6.86% 7.80% -5.53% 27.34%
2011 2.10% -14.15% 0.05% 16.04% 12.26% -3.89% 12.02%  $ 166,871.56  $ 1,518,496.95  $ 1,979.15  $ 6,726.52  $ 29,971.89  $ 2,315.25  $   7,628.39 2.96% -0.84% -16.62% -2.83% 12.70% 9.03% -6.65% 8.80%
2012 15.89% 18.73% 0.09% 2.97% 9.33% 6.44% 5.68%  $ 193,388.43  $ 1,802,911.43  $ 1,980.88  $ 6,926.40  $ 32,767.39  $ 2,464.25  $   8,062.02 1.74% 13.91% 16.70% -1.63% 1.21% 7.46% 4.61% 3.88%
2013 32.15% 50.68% 0.06% -9.10% -0.98% 10.72% -27.61%  $ 255,553.31  $ 2,716,626.94  $ 1,982.01  $ 6,295.79  $ 32,445.36  $ 2,728.39  $   5,835.76 1.50% 30.19% 48.45% -1.42% -10.45% -2.45% 9.08% -28.69%
2014 13.52% 1.59% 0.03% 10.75% 10.78% 4.50% 0.12%  $ 290,115.42  $ 2,759,821.30  $ 1,982.66  $ 6,972.34  $ 35,943.54  $ 2,851.26  $   5,843.02 0.76% 12.67% 0.83% -0.72% 9.91% 9.95% 3.72% -0.63%
2015 1.38% -9.21% 0.05% 1.28% -1.50% 5.19% -12.11%  $ 294,115.79  $ 2,505,641.76  $ 1,983.69  $ 7,061.89  $ 35,404.08  $ 2,999.38  $   5,135.66 0.73% 0.64% -9.87% -0.67% 0.55% -2.21% 4.43% -12.74%
2016 11.77% 17.50% 0.32% 0.69% 11.52% 5.31% 8.10%  $ 328,742.28  $ 2,944,129.07  $ 1,989.96  $ 7,110.65  $ 39,484.22  $ 3,158.51  $   5,551.84 2.07% 9.50% 15.11% -1.72% -1.36% 9.26% 3.17% 5.91%
2017 21.61% 15.47% 0.93% 2.80% 9.23% 6.21% 12.66%  $ 399,768.64  $ 3,399,585.84  $ 2,008.55  $ 7,309.87  $ 43,130.15  $ 3,354.56  $   6,254.84 2.11% 19.09% 13.08% -1.15% 0.68% 6.98% 4.01% 10.34%
2018 -4.23% -16.26% 1.94% -0.02% -3.27% 4.52% -0.93%  $ 382,870.94  $ 2,846,813.18  $ 2,047.44  $ 7,308.65  $ 41,720.04  $ 3,506.10  $   6,196.71 1.91% -6.02% -17.83% 0.03% -1.89% -5.08% 2.56% -2.79%
2019 31.21% 12.27% 2.06% 9.64% 15.25% 3.69% 19.08%  $ 502,371.39  $ 3,196,117.16  $ 2,089.67  $ 8,012.89  $ 48,081.42  $ 3,635.31  $   7,378.88 2.29% 28.28% 9.76% -0.22% 7.19% 12.67% 1.37% 16.42%
2020 18.02% 34.73% 0.35% 11.33% 10.60% 10.43% 24.17%  $ 592,914.80  $ 4,306,128.65  $ 2,097.08  $ 8,920.90  $ 53,178.62  $ 4,014.35  $   9,162.31 1.36% 16.44% 32.92% -0.99% 9.84% 9.12% 8.94% 22.50%
2021 28.47% 21.69% 0.05% -4.42% 0.93% 18.86% -3.75%  $ 761,710.83  $ 5,240,127.95  $ 2,098.03  $ 8,526.95  $ 53,675.01  $ 4,771.64  $   8,818.31 7.04% 20.02% 13.69% -6.53% -10.70% -5.70% 11.05% -10.08%
2022 -18.04% -23.38% 2.02% -17.83% -15.14% 5.65% 0.55%  $ 624,317.20  $ 4,014,986.03  $ 2,140.51  $ 7,006.75  $ 45,546.43  $ 5,041.32  $   8,866.76 6.45% -23.01% -28.03% -4.16% -22.81% -20.29% -0.75% -5.55%
2023 26.06% 5.17% 5.07% 3.88% 8.74% 5.68% 13.26%  $ 787,018.53  $ 4,222,560.81  $ 2,249.04  $ 7,278.61  $ 49,525.21  $ 5,327.59  $ 10,042.68 3.35% 21.97% 1.76% 1.66% 0.51% 5.21% 2.25% 9.59%
2024 24.88% 12.37% 4.97% -1.64% 1.74% 4.24% 25.96%  $ 982,817.82  $ 4,744,891.59  $ 2,360.82  $ 7,159.45  $ 50,385.15  $ 5,553.70  $ 12,649.47 2.75% 21.54% 9.36% 2.16% -4.27% -0.99% 1.45% 22.59%