1M3MYTD1Y3Y5Y10YSince InceptionExpense Ratio* (Gross / Net%)Inception Date SPUU NAV 4.94 10.60 4.94 47.29 15.14 21.89 21.57 21.10 0.65 / 0.60* 05/28/2014 SPUU Market Close 4.42 10.30 4.42 46.39 15.01 21.72 21.55 21.09 0.65 / 0.60* 05/28/2014 As of January 31, 2025 The Primary Lis...
Calendar year inception performance returns will be partial for the year where the inception date for either the Fund in question or the historic performance-linked Fund (whichever is the earliest) falls within that period. Prior to 10th February 2025, the Fund was known as SPDR® S&P® 50...
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...
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 the market's historic...
Since Incept. 31 Dec 201931 Dec 2024 -40,00010,00060,000 Returns Calendar Year Discrete Annualised Cumulative This chart shows the fund’s performance as the percentage loss or gain per year over the last 9 years against its benchmark. It...
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 ...
The equal-weight methodology is outperforming its market-cap-weighted ETF rivals this year thanks to the outperformance of smaller stocks, and mid-caps in particular. [Equal-Weight ETF Still Beating the S&P 500 a Decade Later] “Since inception, Guggenheim S&P 500 Equal Weight has outpaced the...
Since Incept.31-Dec-201910,00025,00040,00055,000 End of interactive chart. View full chart Returns Calendar Year Discrete Annual Annualized Cumulative Chart Bar chart with 2 data series. The chart has 1 X axis displaying categories. The chart has 1 Y axis displaying Values. Range: ...
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%....
It is just one more example of how the S&P 500 Index continues to be held up as the standard by which all investment performances are measured.Investment managersare paid a lot of money to generate returns for their portfolios that beat the S&P 500, yet on average, most don't.3 This is...