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Wednesday February 7, 2024
"Simplicity is the master key to financial success"
Jack Bogle - founder of The Vanguard Group
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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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
32.31 | 13.46 | 1.25 | 12.00 | 21.70 | -4.56 | 31.22 | 18.37 | 28.74 | -18.77 | 26.14 | 3.93 | 10.04 | 14.48 | 12.81 |
-1.98 | 6.00 | 0.48 | 2.42 | 3.52 | 0.33 | 8.45 | 7.48 | -1.77 | -13.03 | 5.59 | -0.81 | -3.26 | 0.70 | 1.53 |
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
$132,307 | $150,118 | $151,998 | $170,240 | $207,182 | $197,741 | $259,480 | $307,155 | $395,444 | $323,585 | $408,170 | $424,211 |
$98,025 | 103,904 | $104,403 | $106,926 | $110,689 | $111,059 | $120,449 | $129,454 | $127,166 | $110,602 | $116,784 | $115,838 |
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 |
|---|---|---|---|---|---|---|---|---|---|---|
$125,450 | $140,466 | $142,008 | $156,329 | $184,568 | $177,963 | $225,423 | $321,233 | $321,233 | $266,166 | $324,940 |
$115,166 | $126,372 | $127,466 | $136,655 | $153,887 | $150,638 | $180,522 | $203,854 | $231,351 | $195,263 | $226,351 |
$104,881 | $112,738 | $113,453 | $118,369 | $126,839 | $126,023 | $142,416 | $156,167 | $162,937 | $140,036 | $153,704 |
2023 values are as of 12/29/23
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