Historical
Returns on Stocks, Bonds and Bills: 1928-2021Data Used: Multiple data services
Data: Historical Returns for the US
Date: January 2022
Download as an excel file instead: https://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 | Real Estate | S&P 500 (includes dividends)3 | 3-month T.Bill4 | US T. Bond5 | Baa Corporate Bond6 | Real Estate2 | 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 | Real Estate3 |
| 1928 | 43.81% | 3.08% | 0.84% | 3.22% | 1.49% | $ 143.81 | $ 103.08 | $ 100.84 | $ 103.22 | $ 101.49 | 40.73% | 42.98% | 40.59% | -1.16% | 45.49% | 4.29% | 2.01% | 4.43% | 2.68% | |
| 1929 | -8.30% | 3.16% | 4.20% | 3.02% | -2.06% | $ 131.88 | $ 106.34 | $ 105.07 | $ 106.33 | $ 99.40 | -11.46% | -12.50% | -11.32% | 0.58% | -8.83% | 2.56% | 3.60% | 2.42% | -2.63% | |
| 1930 | -25.12% | 4.55% | 4.54% | 0.54% | -4.30% | $ 98.75 | $ 111.18 | $ 109.85 | $ 106.91 | $ 95.13 | -29.67% | -29.66% | -25.66% | -6.40% | -20.01% | 11.69% | 11.68% | 7.41% | 2.24% | |
| 1931 | -43.84% | 2.31% | -2.56% | -15.68% | -8.15% | $ 55.46 | $ 113.74 | $ 107.03 | $ 90.14 | $ 87.38 | -46.15% | -41.28% | -28.16% | -9.32% | -38.07% | 12.82% | 7.45% | -7.02% | 1.29% | |
| 1932 | -8.64% | 1.07% | 8.79% | 23.59% | -10.47% | $ 50.66 | $ 114.96 | $ 116.44 | $ 111.41 | $ 78.23 | -9.71% | -17.43% | -32.23% | -10.27% | 1.82% | 12.64% | 21.25% | 37.74% | -0.21% | |
| 1933 | 49.98% | 0.96% | 1.86% | 12.97% | -3.81% | $ 75.99 | $ 116.06 | $ 118.60 | $ 125.86 | $ 75.25 | 49.02% | 48.13% | 37.02% | 0.76% | 48.85% | 0.20% | 1.08% | 12.11% | -4.54% | |
| 1934 | -1.19% | 0.28% | 7.96% | 18.82% | 2.91% | $ 75.09 | $ 116.39 | $ 128.05 | $ 149.54 | $ 77.44 | -1.47% | -9.15% | -20.00% | 1.52% | -2.66% | -1.22% | 6.35% | 17.04% | 1.37% | |
| 1935 | 46.74% | 0.17% | 4.47% | 13.31% | 9.77% | $ 110.18 | $ 116.58 | $ 133.78 | $ 169.44 | $ 85.00 | 46.57% | 42.27% | 33.43% | 2.99% | 42.49% | -2.74% | 1.44% | 10.02% | 6.58% | |
| 1936 | 31.94% | 0.17% | 5.02% | 11.38% | 3.22% | $ 145.38 | $ 116.78 | $ 140.49 | $ 188.73 | $ 87.73 | 31.77% | 26.93% | 20.56% | 1.45% | 30.06% | -1.26% | 3.52% | 9.79% | 1.74% | |
| 1937 | -35.34% | 0.28% | 1.38% | -4.42% | 2.56% | $ 94.00 | $ 117.11 | $ 142.43 | $ 180.39 | $ 89.98 | -35.61% | -36.72% | -30.92% | 2.86% | -37.13% | -2.51% | -1.44% | -7.07% | -0.29% | |
| 1938 | 29.28% | 0.07% | 4.21% | 9.24% | -0.87% | $ 121.53 | $ 117.18 | $ 148.43 | $ 197.05 | $ 89.20 | 29.22% | 25.07% | 20.05% | -2.78% | 32.98% | 2.92% | 7.19% | 12.36% | 1.96% | |
| 1939 | -1.10% | 0.05% | 4.41% | 7.98% | -1.30% | $ 120.20 | $ 117.24 | $ 154.98 | $ 212.78 | $ 88.04 | -1.14% | -5.51% | -9.08% | 0.00% | -1.10% | 0.05% | 4.41% | 7.98% | -1.30% | |
| 1940 | -10.67% | 0.04% | 5.40% | 8.65% | 3.31% | $ 107.37 | $ 117.28 | $ 163.35 | $ 231.18 | $ 90.95 | -10.71% | -16.08% | -19.32% | 0.71% | -11.31% | -0.67% | 4.65% | 7.88% | 2.57% | |
| 1941 | -12.77% | 0.13% | -2.02% | 5.01% | -8.38% | $ 93.66 | $ 117.43 | $ 160.04 | $ 242.76 | $ 83.32 | -12.90% | -10.75% | -17.78% | 9.93% | -20.65% | -8.91% | -10.87% | -4.48% | -16.66% | |
| 1942 | 19.17% | 0.34% | 2.29% | 5.18% | 3.33% | $ 111.61 | $ 117.83 | $ 163.72 | $ 255.33 | $ 86.10 | 18.83% | 16.88% | 13.99% | 9.03% | 9.30% | -7.97% | -6.18% | -3.53% | -5.23% | |
| 1943 | 25.06% | 0.38% | 2.49% | 8.04% | 11.45% | $ 139.59 | $ 118.28 | $ 167.79 | $ 275.88 | $ 95.95 | 24.68% | 22.57% | 17.02% | 2.96% | 21.47% | -2.50% | -0.46% | 4.94% | 8.24% | |
| 1944 | 19.03% | 0.38% | 2.58% | 6.57% | 16.58% | $ 166.15 | $ 118.73 | $ 172.12 | $ 293.99 | $ 111.87 | 18.65% | 16.45% | 12.46% | 2.30% | 16.36% | -1.88% | 0.27% | 4.17% | 13.96% | |
| 1945 | 35.82% | 0.38% | 3.80% | 6.80% | 11.78% | $ 225.67 | $ 119.18 | $ 178.67 | $ 313.98 | $ 125.04 | 35.44% | 32.02% | 29.02% | 2.25% | 32.84% | -1.83% | 1.52% | 4.45% | 9.32% | |
| 1946 | -8.43% | 0.38% | 3.13% | 2.51% | 24.10% | $ 206.65 | $ 119.63 | $ 184.26 | $ 321.85 | $ 155.18 | -8.81% | -11.56% | -10.94% | 18.13% | -22.48% | -15.03% | -12.70% | -13.23% | 5.05% | |
| 1947 | 5.20% | 0.60% | 0.92% | 0.26% | 21.26% | $ 217.39 | $ 120.35 | $ 185.95 | $ 322.70 | $ 188.17 | 4.60% | 4.28% | 4.94% | 8.84% | -3.34% | -7.57% | -7.27% | -7.88% | 11.42% | |
| 1948 | 5.70% | 1.05% | 1.95% | 3.44% | 2.06% | $ 229.79 | $ 121.61 | $ 189.58 | $ 333.79 | $ 192.05 | 4.66% | 3.75% | 2.27% | 2.99% | 2.63% | -1.89% | -1.01% | 0.43% | -0.91% | |
| 1949 | 18.30% | 1.12% | 4.66% | 5.38% | 0.09% | $ 271.85 | $ 122.96 | $ 198.42 | $ 351.74 | $ 192.22 | 17.19% | 13.64% | 12.93% | -2.07% | 20.81% | 3.26% | 6.88% | 7.61% | 2.21% | |
| 1950 | 30.81% | 1.20% | 0.43% | 4.24% | 3.64% | $ 355.60 | $ 124.44 | $ 199.27 | $ 366.65 | $ 199.22 | 29.60% | 30.38% | 26.57% | 5.93% | 23.48% | -4.46% | -5.19% | -1.60% | -2.16% | |
| 1951 | 23.68% | 1.52% | -0.30% | -0.19% | 6.05% | $ 439.80 | $ 126.33 | $ 198.68 | $ 365.95 | $ 211.26 | 22.16% | 23.97% | 23.87% | 6.00% | 16.68% | -4.23% | -5.94% | -5.84% | 0.04% | |
| 1952 | 18.15% | 1.72% | 2.27% | 4.44% | 4.41% | $ 519.62 | $ 128.51 | $ 203.19 | $ 382.20 | $ 220.57 | 16.43% | 15.88% | 13.71% | 0.75% | 17.27% | 0.96% | 1.50% | 3.66% | 3.62% | |
| 1953 | -1.21% | 1.89% | 4.14% | 1.62% | 11.52% | $ 513.35 | $ 130.94 | $ 211.61 | $ 388.39 | $ 245.98 | -3.10% | -5.35% | -2.83% | 0.75% | -1.94% | 1.13% | 3.37% | 0.86% | 10.69% | |
| 1954 | 52.56% | 0.94% | 3.29% | 6.16% | 0.92% | $ 783.18 | $ 132.17 | $ 218.57 | $ 412.31 | $ 248.25 | 51.62% | 49.27% | 46.41% | -0.74% | 53.71% | 1.69% | 4.06% | 6.95% | 1.68% | |
| 1955 | 32.60% | 1.73% | -1.34% | 2.04% | 0.00% | $ 1,038.47 | $ 134.45 | $ 215.65 | $ 420.74 | $ 248.25 | 30.87% | 33.93% | 30.55% | 0.37% | 32.10% | 1.35% | -1.70% | 1.66% | -0.37% | |
| 1956 | 7.44% | 2.63% | -2.26% | -2.35% | 0.91% | $ 1,115.73 | $ 137.98 | $ 210.79 | $ 410.84 | $ 250.52 | 4.81% | 9.70% | 9.79% | 2.99% | 4.33% | -0.35% | -5.09% | -5.18% | -2.01% | |
| 1957 | -10.46% | 3.23% | 6.80% | -0.72% | 2.72% | $ 999.05 | $ 142.43 | $ 225.11 | $ 407.89 | $ 257.33 | -13.68% | -17.25% | -9.74% | 2.90% | -12.98% | 0.32% | 3.79% | -3.52% | -0.18% | |
| 1958 | 43.72% | 1.77% | -2.10% | 6.43% | 0.66% | $ 1,435.84 | $ 144.95 | $ 220.39 | $ 434.11 | $ 259.03 | 41.95% | 45.82% | 37.29% | 1.76% | 41.23% | 0.01% | -3.79% | 4.59% | -1.08% | |
| 1959 | 12.06% | 3.39% | -2.65% | 1.57% | 0.11% | $ 1,608.95 | $ 149.86 | $ 214.56 | $ 440.95 | $ 259.31 | 8.67% | 14.70% | 10.48% | 1.73% | 10.15% | 1.63% | -4.30% | -0.15% | -1.59% | |
| 1960 | 0.34% | 2.88% | 11.64% | 6.66% | 0.77% | $ 1,614.37 | $ 154.18 | $ 239.53 | $ 470.33 | $ 261.30 | -2.55% | -11.30% | -6.33% | 6.11% | 1.36% | -1.01% | 1.50% | 10.14% | 5.23% | -0.59% |
| 1961 | 26.64% | 2.35% | 2.06% | 5.10% | 0.98% | $ 2,044.40 | $ 157.81 | $ 244.46 | $ 494.32 | $ 263.85 | 24.28% | 24.58% | 21.54% | 6.62% | 0.67% | 25.79% | 1.67% | 1.38% | 4.40% | 0.30% |
| 1962 | -8.81% | 2.77% | 5.69% | 6.50% | 0.32% | $ 1,864.26 | $ 162.19 | $ 258.38 | $ 526.43 | $ 264.70 | -11.58% | -14.51% | -15.31% | 5.97% | 1.33% | -10.01% | 1.42% | 4.30% | 5.09% | -1.00% |
| 1963 | 22.61% | 3.16% | 1.68% | 5.46% | 2.14% | $ 2,285.80 | $ 167.31 | $ 262.74 | $ 555.19 | $ 270.38 | 19.45% | 20.93% | 17.15% | 6.36% | 1.64% | 20.63% | 1.49% | 0.04% | 3.76% | 0.49% |
| 1964 | 16.42% | 3.55% | 3.73% | 5.16% | 1.26% | $ 2,661.02 | $ 173.25 | $ 272.53 | $ 583.85 | $ 273.78 | 12.87% | 12.69% | 11.25% | 6.53% | 0.97% | 15.30% | 2.55% | 2.73% | 4.15% | 0.29% |
| 1965 | 12.40% | 3.95% | 0.72% | 3.19% | 1.66% | $ 2,990.97 | $ 180.09 | $ 274.49 | $ 602.47 | $ 278.32 | 8.45% | 11.68% | 9.21% | 6.66% | 1.92% | 10.28% | 1.99% | -1.18% | 1.24% | -0.26% |
| 1966 | -9.97% | 4.86% | 2.91% | -3.45% | 1.22% | $ 2,692.74 | $ 188.84 | $ 282.47 | $ 581.72 | $ 281.72 | -14.83% | -12.88% | -6.53% | 6.11% | 3.46% | -12.98% | 1.36% | -0.53% | -6.67% | -2.16% |
| 1967 | 23.80% | 4.31% | -1.58% | 0.90% | 2.32% | $ 3,333.69 | $ 196.98 | $ 278.01 | $ 586.92 | $ 288.25 | 19.50% | 25.38% | 22.91% | 6.57% | 3.04% | 20.15% | 1.23% | -4.48% | -2.08% | -0.70% |
| 1968 | 10.81% | 5.34% | 3.27% | 4.85% | 4.13% | $ 3,694.23 | $ 207.49 | $ 287.11 | $ 615.36 | $ 300.17 | 5.48% | 7.54% | 5.97% | 6.60% | 4.72% | 5.82% | 0.59% | -1.38% | 0.12% | -0.56% |
| 1969 | -8.24% | 6.67% | -5.01% | -2.03% | 6.99% | $ 3,389.77 | $ 221.32 | $ 272.71 | $ 602.90 | $ 321.16 | -14.91% | -3.23% | -6.22% | 6.33% | 6.20% | -13.60% | 0.44% | -10.56% | -7.74% | 0.75% |
| 1970 | 3.56% | 6.39% | 16.75% | 5.65% | 8.22% | $ 3,510.49 | $ 235.47 | $ 318.41 | $ 636.96 | $ 347.55 | -2.83% | -13.19% | -2.09% | 5.90% | 5.57% | -1.90% | 0.78% | 10.59% | 0.08% | 2.51% |
| 1971 | 14.22% | 4.33% | 9.79% | 14.00% | 4.24% | $ 4,009.72 | $ 245.67 | $ 349.57 | $ 726.14 | $ 362.30 | 9.89% | 4.43% | 0.22% | 5.87% | 3.27% | 10.61% | 1.03% | 6.31% | 10.40% | 0.95% |
| 1972 | 18.76% | 4.07% | 2.82% | 11.41% | 2.98% | $ 4,761.76 | $ 255.68 | $ 359.42 | $ 808.99 | $ 373.08 | 14.68% | 15.94% | 7.35% | 6.08% | 3.41% | 14.84% | 0.64% | -0.57% | 7.74% | -0.42% |
| 1973 | -14.31% | 7.03% | 3.66% | 4.32% | 3.42% | $ 4,080.44 | $ 273.66 | $ 372.57 | $ 843.92 | $ 385.85 | -21.34% | -17.97% | -18.63% | 5.50% | 8.71% | -21.17% | -1.54% | -4.64% | -4.04% | -4.86% |
| 1974 | -25.90% | 7.83% | 1.99% | -4.38% | 10.07% | $ 3,023.54 | $ 295.08 | $ 379.98 | $ 806.95 | $ 424.72 | -33.73% | -27.89% | -21.52% | 4.64% | 12.34% | -34.04% | -4.01% | -9.21% | -14.88% | -2.02% |
| 1975 | 37.00% | 5.78% | 3.61% | 11.05% | 6.77% | $ 4,142.10 | $ 312.12 | $ 393.68 | $ 896.12 | $ 453.48 | 31.22% | 33.39% | 25.95% | 5.17% | 6.94% | 28.11% | -1.09% | -3.12% | 3.85% | -0.15% |
| 1976 | 23.83% | 4.97% | 15.98% | 19.75% | 8.18% | $ 5,129.20 | $ 327.65 | $ 456.61 | $ 1,073.13 | $ 490.57 | 18.86% | 7.85% | 4.08% | 5.22% | 4.86% | 18.09% | 0.10% | 10.60% | 14.20% | 3.16% |
| 1977 | -6.98% | 5.27% | 1.29% | 9.95% | 14.65% | $ 4,771.20 | $ 344.91 | $ 462.50 | $ 1,179.96 | $ 562.46 | -12.25% | -8.27% | -16.93% | 4.93% | 6.70% | -12.82% | -1.34% | -5.07% | 3.05% | 7.45% |
| 1978 | 6.51% | 7.19% | -0.78% | 3.14% | 15.72% | $ 5,081.77 | $ 369.71 | $ 458.90 | $ 1,216.98 | $ 650.90 | -0.68% | 7.29% | 3.37% | 4.97% | 9.02% | -2.30% | -1.68% | -8.99% | -5.39% | 6.15% |
| 1979 | 18.52% | 10.07% | 0.67% | -2.01% | 13.74% | $ 6,022.89 | $ 406.93 | $ 461.98 | $ 1,192.53 | $ 740.35 | 8.45% | 17.85% | 20.53% | 5.21% | 13.29% | 4.61% | -2.85% | -11.14% | -13.51% | 0.40% |
| 1980 | 31.74% | 11.43% | -2.99% | -3.32% | 7.40% | $ 7,934.26 | $ 453.46 | $ 448.17 | $ 1,152.99 | $ 795.11 | 20.30% | 34.72% | 35.05% | 5.73% | 12.52% | 17.08% | -0.96% | -13.78% | -14.07% | -4.55% |
| 1981 | -4.70% | 14.03% | 8.20% | 8.46% | 5.10% | $ 7,561.16 | $ 517.06 | $ 484.91 | $ 1,250.56 | $ 835.62 | -18.73% | -12.90% | -13.16% | 5.37% | 8.92% | -12.51% | 4.68% | -0.66% | -0.42% | -3.51% |
| 1982 | 20.42% | 10.61% | 32.81% | 29.05% | 0.56% | $ 9,105.08 | $ 571.94 | $ 644.04 | $ 1,613.88 | $ 840.33 | 9.80% | -12.40% | -8.63% | 5.10% | 3.83% | 15.98% | 6.53% | 27.92% | 24.29% | -3.15% |
| 1983 | 22.34% | 8.61% | 3.20% | 16.19% | 4.75% | $ 11,138.90 | $ 621.19 | $ 664.65 | $ 1,875.23 | $ 880.25 | 13.73% | 19.14% | 6.14% | 5.34% | 3.79% | 17.87% | 4.64% | -0.57% | 11.95% | 0.92% |
| 1984 | 6.15% | 9.52% | 13.73% | 15.62% | 4.68% | $ 11,823.51 | $ 680.35 | $ 755.92 | $ 2,168.13 | $ 921.43 | -3.38% | -7.59% | -9.47% | 5.12% | 3.95% | 2.11% | 5.36% | 9.41% | 11.23% | 0.70% |
| 1985 | 31.24% | 7.48% | 25.71% | 23.86% | 7.47% | $ 15,516.60 | $ 731.23 | $ 950.29 | $ 2,685.50 | $ 990.27 | 23.76% | 5.52% | 7.37% | 5.13% | 3.80% | 26.43% | 3.55% | 21.11% | 19.33% | 3.54% |
| 1986 | 18.49% | 5.98% | 24.28% | 21.49% | 9.61% | $ 18,386.33 | $ 774.95 | $ 1,181.06 | $ 3,262.50 | $ 1,085.46 | 12.52% | -5.79% | -2.99% | 4.97% | 1.10% | 17.21% | 4.83% | 22.93% | 20.17% | 8.42% |
| 1987 | 5.81% | 5.78% | -4.96% | 2.29% | 7.88% | $ 19,455.08 | $ 819.70 | $ 1,122.47 | $ 3,337.20 | $ 1,170.95 | 0.04% | 10.77% | 3.52% | 5.07% | 4.43% | 1.32% | 1.28% | -9.00% | -2.05% | 3.30% |
| 1988 | 16.54% | 6.67% | 8.22% | 15.12% | 7.21% | $ 22,672.40 | $ 874.35 | $ 1,214.78 | $ 3,841.62 | $ 1,255.38 | 9.87% | 8.31% | 1.42% | 5.12% | 4.42% | 11.60% | 2.15% | 3.64% | 10.24% | 2.67% |
| 1989 | 31.48% | 8.11% | 17.69% | 15.79% | 4.38% | $ 29,808.58 | $ 945.28 | $ 1,429.72 | $ 4,448.20 | $ 1,310.38 | 23.36% | 13.78% | 15.69% | 5.24% | 4.65% | 25.64% | 3.31% | 12.47% | 10.65% | -0.25% |
| 1990 | -3.06% | 7.49% | 6.24% | 6.14% | -0.69% | $ 28,895.11 | $ 1,016.11 | $ 1,518.87 | $ 4,721.33 | $ 1,301.32 | -10.56% | -9.30% | -9.20% | 5.00% | 6.11% | -8.64% | 1.31% | 0.12% | 0.03% | -6.41% |
| 1991 | 30.23% | 5.38% | 15.00% | 17.85% | -0.16% | $ 37,631.51 | $ 1,070.73 | $ 1,746.77 | $ 5,564.25 | $ 1,299.27 | 24.86% | 15.23% | 12.38% | 5.14% | 3.06% | 26.36% | 2.24% | 11.59% | 14.35% | -3.13% |
| 1992 | 7.49% | 3.43% | 9.36% | 12.17% | 0.82% | $ 40,451.51 | $ 1,107.47 | $ 1,910.30 | $ 6,241.54 | $ 1,309.89 | 4.06% | -1.87% | -4.68% | 5.03% | 2.90% | 4.46% | 0.52% | 6.28% | 9.01% | -2.02% |
| 1993 | 9.97% | 3.00% | 14.21% | 16.43% | 2.16% | $ 44,483.33 | $ 1,140.67 | $ 2,181.77 | $ 7,267.12 | $ 1,338.15 | 6.97% | -4.24% | -6.46% | 4.90% | 2.75% | 7.03% | 0.24% | 11.16% | 13.32% | -0.57% |
| 1994 | 1.33% | 4.25% | -8.04% | -1.32% | 2.51% | $ 45,073.14 | $ 1,189.11 | $ 2,006.43 | $ 7,171.25 | $ 1,371.72 | -2.92% | 9.36% | 2.65% | 4.97% | 2.67% | -1.31% | 1.53% | -10.43% | -3.89% | -0.16% |
| 1995 | 37.20% | 5.49% | 23.48% | 20.16% | 1.80% | $ 61,838.19 | $ 1,254.39 | $ 2,477.55 | $ 8,616.71 | $ 1,396.39 | 31.71% | 13.71% | 17.04% | 5.08% | 2.54% | 33.80% | 2.88% | 20.42% | 17.18% | -0.72% |
| 1996 | 22.68% | 5.01% | 1.43% | 4.79% | 2.42% | $ 75,863.69 | $ 1,317.18 | $ 2,512.94 | $ 9,029.67 | $ 1,430.13 | 17.68% | 21.25% | 17.89% | 5.30% | 3.32% | 18.74% | 1.63% | -1.83% | 1.42% | -0.88% |
| 1997 | 33.10% | 5.06% | 9.94% | 11.83% | 4.02% | $ 100,977.34 | $ 1,383.84 | $ 2,762.71 | $ 10,098.32 | $ 1,487.69 | 28.04% | 23.16% | 21.27% | 5.53% | 1.70% | 30.88% | 3.30% | 8.10% | 9.96% | 2.28% |
| 1998 | 28.34% | 4.78% | 14.92% | 7.95% | 6.45% | $ 129,592.25 | $ 1,449.94 | $ 3,174.95 | $ 10,900.68 | $ 1,583.61 | 23.56% | 13.42% | 20.39% | 5.63% | 1.61% | 26.30% | 3.11% | 13.10% | 6.23% | 4.76% |
| 1999 | 20.89% | 4.64% | -8.25% | 0.84% | 7.68% | $ 156,658.05 | $ 1,517.20 | $ 2,912.88 | $ 10,992.59 | $ 1,705.23 | 16.25% | 29.14% | 20.04% | 5.96% | 2.68% | 17.72% | 1.90% | -10.65% | -1.79% | 4.86% |
| 2000 | -9.03% | 5.82% | 16.66% | 9.33% | 9.28% | $ 142,508.98 | $ 1,605.45 | $ 3,398.03 | $ 12,018.16 | $ 1,863.51 | -14.85% | -25.69% | -18.36% | 5.51% | 3.39% | -12.01% | 2.35% | 12.83% | 5.75% | 5.70% |
| 2001 | -11.85% | 3.39% | 5.57% | 7.82% | 6.67% | $ 125,622.01 | $ 1,659.84 | $ 3,587.37 | $ 12,957.88 | $ 1,987.87 | -15.24% | -17.42% | -19.67% | 5.17% | 1.55% | -13.20% | 1.81% | 3.96% | 6.17% | 5.04% |
| 2002 | -21.97% | 1.60% | 15.12% | 12.18% | 9.56% | $ 98,027.82 | $ 1,686.44 | $ 4,129.65 | $ 14,535.88 | $ 2,178.00 | -23.57% | -37.08% | -34.14% | 4.53% | 2.38% | -23.78% | -0.76% | 12.44% | 9.57% | 7.02% |
| 2003 | 28.36% | 1.01% | 0.38% | 13.53% | 9.82% | $ 125,824.39 | $ 1,703.49 | $ 4,145.15 | $ 16,502.87 | $ 2,391.78 | 27.34% | 27.98% | 14.82% | 4.82% | 1.88% | 25.99% | -0.85% | -1.48% | 11.44% | 7.79% |
| 2004 | 10.74% | 1.37% | 4.49% | 9.89% | 13.64% | $ 139,341.42 | $ 1,726.86 | $ 4,331.30 | $ 18,134.78 | $ 2,717.92 | 9.37% | 6.25% | 0.85% | 4.84% | 3.26% | 7.25% | -1.82% | 1.20% | 6.42% | 10.05% |
| 2005 | 4.83% | 3.15% | 2.87% | 4.92% | 13.51% | $ 146,077.85 | $ 1,781.19 | $ 4,455.50 | $ 19,026.57 | $ 3,085.18 | 1.69% | 1.97% | -0.08% | 4.80% | 3.42% | 1.37% | -0.26% | -0.53% | 1.45% | 9.76% |
| 2006 | 15.61% | 4.73% | 1.96% | 7.05% | 1.73% | $ 168,884.34 | $ 1,865.39 | $ 4,542.87 | $ 20,367.63 | $ 3,138.62 | 10.89% | 13.65% | 8.56% | 4.91% | 2.54% | 12.75% | 2.13% | -0.57% | 4.40% | -0.79% |
| 2007 | 5.48% | 4.35% | 10.21% | 3.15% | -5.40% | $ 178,147.20 | $ 1,946.59 | $ 5,006.69 | $ 21,009.29 | $ 2,969.21 | 1.13% | -4.73% | 2.33% | 4.79% | 4.08% | 1.35% | 0.26% | 5.89% | -0.89% | -9.11% |
| 2008 | -36.55% | 1.37% | 20.10% | -5.07% | -12.00% | $ 113,030.22 | $ 1,973.16 | $ 6,013.10 | $ 19,945.02 | $ 2,612.92 | -37.92% | -56.65% | -31.49% | 3.88% | 0.09% | -36.61% | 1.27% | 19.99% | -5.15% | -12.08% |
| 2009 | 25.94% | 0.15% | -11.12% | 23.33% | -3.85% | $ 142,344.87 | $ 1,976.12 | $ 5,344.65 | $ 24,598.10 | $ 2,512.37 | 25.79% | 37.05% | 2.61% | 4.29% | 2.72% | 22.60% | -2.50% | -13.47% | 20.06% | -6.40% |
| 2010 | 14.82% | 0.14% | 8.46% | 8.35% | -4.12% | $ 163,441.94 | $ 1,978.82 | $ 5,796.96 | $ 26,651.51 | $ 2,408.91 | 14.68% | 6.36% | 6.47% | 4.31% | 1.50% | 13.13% | -1.34% | 6.86% | 6.75% | -5.53% |
| 2011 | 2.10% | 0.05% | 16.04% | 12.58% | -3.88% | $ 166,871.56 | $ 1,979.86 | $ 6,726.52 | $ 30,005.47 | $ 2,315.38 | 2.05% | -13.94% | -10.49% | 4.10% | 2.96% | -0.84% | -2.83% | 12.70% | 9.35% | -6.65% |
| 2012 | 15.89% | 0.09% | 2.97% | 10.12% | 6.44% | $ 193,388.43 | $ 1,981.56 | $ 6,926.40 | $ 33,043.43 | $ 2,464.41 | 15.80% | 12.92% | 5.77% | 4.20% | 1.74% | 13.91% | -1.63% | 1.21% | 8.24% | 4.61% |
| 2013 | 32.15% | 0.06% | -9.10% | -1.06% | 10.72% | $ 255,553.31 | $ 1,982.72 | $ 6,295.79 | $ 32,694.52 | $ 2,728.54 | 32.09% | 41.25% | 33.20% | 4.62% | 1.50% | 30.19% | -1.42% | -10.45% | -2.52% | 9.08% |
| 2014 | 13.52% | 0.03% | 10.75% | 10.38% | 4.51% | $ 290,115.42 | $ 1,983.36 | $ 6,972.34 | $ 36,089.82 | $ 2,851.70 | 13.49% | 2.78% | 3.14% | 4.60% | 0.76% | 12.67% | -0.72% | 9.91% | 9.56% | 3.73% |
| 2015 | 1.38% | 0.05% | 1.28% | -0.70% | 5.21% | $ 294,115.79 | $ 1,984.40 | $ 7,061.89 | $ 35,838.08 | $ 3,000.22 | 1.33% | 0.09% | 2.08% | 4.54% | 0.73% | 0.64% | -0.67% | 0.55% | -1.42% | 4.45% |
| 2016 | 11.77% | 0.32% | 0.69% | 10.37% | 5.31% | $ 328,742.28 | $ 1,990.70 | $ 7,110.65 | $ 39,552.74 | $ 3,159.52 | 11.46% | 11.08% | 1.41% | 4.62% | 2.07% | 9.50% | -1.72% | -1.36% | 8.12% | 3.17% |
| 2017 | 21.61% | 0.93% | 2.80% | 9.72% | 6.21% | $ 399,768.64 | $ 2,009.23 | $ 7,309.87 | $ 43,398.81 | $ 3,355.82 | 20.67% | 18.80% | 11.88% | 4.77% | 2.11% | 19.09% | -1.15% | 0.68% | 7.46% | 4.02% |
| 2018 | -4.23% | 1.94% | -0.02% | -2.76% | 4.53% | $ 382,870.94 | $ 2,048.20 | $ 7,308.65 | $ 42,199.86 | $ 3,507.93 | -6.17% | -4.21% | -1.46% | 4.66% | 1.91% | -6.02% | 0.03% | -1.89% | -4.59% | 2.57% |
| 2019 | 31.21% | 1.55% | 9.64% | 15.33% | 3.69% | $ 502,371.39 | $ 2,079.94 | $ 8,012.89 | $ 48,668.87 | $ 3,637.43 | 29.66% | 21.58% | 15.88% | 4.83% | 2.29% | 28.28% | -0.72% | 7.19% | 12.75% | 1.38% |
| 2020 | 18.02% | 0.09% | 11.33% | 10.41% | 10.35% | $ 592,914.80 | $ 2,081.82 | $ 8,920.90 | $ 53,736.05 | $ 4,013.76 | 17.93% | 6.69% | 7.61% | 4.84% | 1.36% | 16.44% | -1.25% | 9.84% | 8.93% | 8.86% |
| 2021 | 28.47% | 0.06% | -4.42% | 0.93% | 16.83% | $ 761,710.83 | $ 2,083.06 | $ 8,526.95 | $ 54,237.64 | $ 4,689.35 | 28.41% | 32.88% | 27.54% | 5.13% | 6.81% | 20.28% | -6.32% | -10.51% | -5.50% | 9.38% |