Overall, 2023’s stock market returns were not only rare, but comparatively quite strong, as shown in the table below: S&P 500 Annual ReturnNumber of YearsShare of Years +40 to +50% or more 3 2.0% +30 to +40% 9 5.4% +20 to +30% 21 14.1% +10 to +20% 33 22.1% +0 to +...
Maximizing 2021 S&P 500 Return:Buy It, Hold It, and Reinvest It There are two ways to compute an annual return, and the numbers I just quoted you assume you did all your investing in a single year. Specifically, the above returns assume you bought the market open on January 4, 2021, ...
Return data from YCharts. Table by author. *Year-to-date return as of 11/21/24. This data is actually quite surprising. After being the index's top stock, one would think it would be due for a pullback. But in reality, the past decade's annual best performers...
As of the end of 2021, the S&P 500's 10-year average annual return was 14.8%, its 30-year average annual return was 9.9% and its 50-year average annual return was 9.4%. Largest S&P 500 Components As of April 2022, the following stocks had the largest weightings in the S&P 500: ...
Intra Year Stats Monthly Return (%) YearReturnDrawdownJanFebMarAprMayJunJulAugSepOctNovDec 2024 12.03 -6.91 0.21 2.95 4.61 -4.29 2.98 -0.69 4.77 2.91 1.06 -1.28 5.92 -6.91 2023 22.07 -8.93 6.97 -3.03 1.34 1.73 -1.87 6.77 3.45 -2.79 -4.58 -1.82 9.57 5.55 2022 -5.40 -16.66 -1.66 -...
12.6 % +0.88 Net Assets (Million) First Data More info $596 Jun 03, 2019 Issuer Website * Last Twelve Completed Months Q1Q2Q3Q4Annual 2025-0.11 %-0.11 % 2024+3.42 %+3.19 %+3.53 %+1.75 %+12.40 % 2023+3.52 %+2.91 %-1.14 %+6.61 %+12.28 % ...
Under the Operating Expense Limitation Agreement, Rafferty has contractually agreed to waive all or a portion of its management fee and/or reimburse the Fund for Other Expenses through September 1, 2025, to the extent that the Fund’s Total Annual Fund Operating Expenses exceed 0.45% of the ...
30-Sept-2023 To 30-Sept-2024 Securities Lending Return (%)0.010.000.000.000.010.010.010.000.000.00 Average on-loan (% of AUM)2.761.652.752.606.364.704.952.534.224.55 Maximum on-loan (% of AUM)5.377.497.254.9812.027.906.306.127.005.88
who became South Korea’s president the same month, edged past him with total return of 24 percent. Pakistan Prime Minister Shahid Khaqan Abbasi took office in August; his nation’s equities delivered a negative annual return of 14 percent. And in New Zealand, where Jacinda Ardern became pr...
You could repeat that exercise over and over to try to find a hypothetical scenario you expect to play out over the next 20 years, or you could simply apply the broader assumption of an average annual return since the stock market’s inception, which is 6.86% on an inflation-adjusted basis...