Inception DateMay 28, 2014 This leveraged ETF seeks a return that is 200% of the return of its benchmark index for a single day. The fund should not be expected to provide two times the return of the benchmark’s cumulative return for periods greater than a day. Pricing & Performance ...
Since its inception in 1957, the S&P 500 has generated an average annual return of about 10.7% through 2021. However, the stock market is far more volatile than many other asset classes, and the S&P 500 has experienced several periods of booms and busts. Sponsored Brokers 1 Interactive Broke...
Total Return (%)13.438.3-0.649.742.733.5-28.457.637.2 Benchmark (%)13.338.3-0.749.642.633.5-28.457.637.2 Total Return (%) Benchmark (%) as of Total Return (%) Benchmark (%) as of Total Return (%) Benchmark (%) The figures shown...
Since its inception in November 2000, the fund has generated an average yearly return of 8.4%. Performance has been even better in the past 10 years at a 13.8% compound annual rate, driven by low interest rates and solid economic growth. That kind of gain over many years can lead to ...
“Since inception, Guggenheim S&P 500 Equal Weight has outpaced the market-weighted S&P 500. Equal-weighting’s primary advantage compared with market-cap weighting comes from its greater exposure to higher-risk but higher-return small-cap stocks,” says Morningstar analyst Michael Rawson in a rep...
The SPDR® Portfolio S&P 500® ETF seeks to provide investment results that, before fees and expenses, correspond generally to the total return performance of the S&P 500® Index (the “Index”) A low-cost ETF that seeks to offer precise, comprehensive exposure to the US large cap marke...
Securities Lending Return as of Jun 30, 2024 0.00% Product Structure Physical Methodology Replicated Issuing Company iShares V plc Administrator State Street Fund Services (Ireland) Limited Fiscal Year End Nov 30, 2023 Fund Inception Date Sep 30, 2010 Asset Class Equity SFDR Classific...
^SPXdata byYCharts But it's not just recent developments in tech that have propelled this fund further. The Vanguard Information Technology ETF has a long history of earning above-average returns, with an average return of more than 13% per year since its inception in 2004 -- higher than ...
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...
500 ETF Trust (SPY) has generated an average three-year return of 9.25% as of September 25, 2024. Based on trailing 10-year data, the fund generated average annual returns of 12.84%. Since the inception of the SPDR S&P 500 ETF Trust, the fund achieved average annual returns of 10.43%....