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Wednesday February 7, 2024
"Simplicity is the master key to financial success"
Jack Bogle - founder of The Vanguard Group
See the DIY section of our Info page to get started on your own.
Annual Total Returns %
Year
S&P 500 Index - Stocks
Bloomberg Agg U.S. Bond Index
2013 | 2014 | 2015 | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 3 year | 5 year | 10 year |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2024 return numbers are updated daily
3, 5, and 10 year numbers represent trailing average annual returns
Growth of $100,000
Year
S&P 500 Index - Stocks
Bloomberg Agg U.S. Bond Index
2013 | 2014 | 2015 | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 |
|---|---|---|---|---|---|---|---|---|---|---|---|
2024 values are updated daily
Growth of $100,000
Year
80% stocks / 20% bonds
50% stocks / 50% bonds
20% stocks / 80% bonds
2013 | 2014 | 2015 | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 |
|---|---|---|---|---|---|---|---|---|---|---|
2023 values are as of 12/29/23
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