Year | S&P 500 | T-Bond | Dividend | Dividend % | T-Bond Return | T-Bill Return | S&P 500 Return |
---|---|---|---|---|---|---|---|
1927 | 17.66 | 3.17% | 0.62 | 3.51% | |||
1928 | 24.35 | 3.45% | 1.05 | 4.31% | 0.84% | 3.08% | 43.83% |
1929 | 21.45 | 3.36% | 0.88 | 4.10% | 4.20% | 3.16% | -8.30% |
1930 | 15.34 | 3.22% | 0.72 | 4.69% | 4.54% | 4.55% | -25.13% |
1931 | 8.12 | 3.93% | 0.50 | 6.16% | -2.56% | 2.31% | -43.81% |
1932 | 6.92 | 3.35% | 0.50 | 7.23% | 8.79% | 1.07% | -8.62% |
1933 | 9.97 | 3.53% | 0.41 | 4.11% | 1.86% | 0.96% | 50.00% |
1934 | 9.5 | 3.01% | 0.35 | 3.68% | 7.96% | 0.32% | -1.20% |
1935 | 13.43 | 2.84% | 0.51 | 3.80% | 4.47% | 0.18% | 46.74% |
1936 | 17.18 | 2.59% | 0.54 | 3.14% | 5.02% | 0.17% | 31.94% |
1937 | 10.55 | 2.73% | 0.56 | 5.31% | 1.38% | 0.30% | -35.33% |
1938 | 13.14 | 2.56% | 0.50 | 3.81% | 4.21% | 0.08% | 29.29% |
1939 | 12.46 | 2.35% | 0.54 | 4.33% | 4.41% | 0.04% | -1.07% |
1940 | 10.58 | 2.01% | 0.55 | 5.20% | 5.40% | 0.03% | -10.67% |
1941 | 8.69 | 2.47% | 0.54 | 6.21% | -2.02% | 0.08% | -12.76% |
1942 | 9.77 | 2.49% | 0.59 | 6.04% | 2.29% | 0.34% | 19.22% |
1943 | 11.67 | 2.49% | 0.55 | 4.71% | 2.49% | 0.38% | 25.08% |
1944 | 13.28 | 2.48% | 0.61 | 4.59% | 2.58% | 0.38% | 19.02% |
1945 | 17.36 | 2.33% | 0.68 | 3.92% | 3.80% | 0.38% | 35.84% |
1946 | 15.3 | 2.24% | 0.60 | 3.92% | 3.13% | 0.38% | -8.41% |
1947 | 15.3 | 2.39% | 0.80 | 5.23% | 0.92% | 0.57% | 5.23% |
1948 | 15.2 | 2.44% | 0.97 | 6.38% | 1.95% | 1.02% | 5.69% |
1949 | 16.79 | 2.19% | 1.19 | 7.09% | 4.66% | 1.10% | 18.29% |
1950 | 20.43 | 2.39% | 1.53 | 7.49% | 0.43% | 1.17% | 30.79% |
1951 | 23.77 | 2.70% | 1.50 | 6.31% | -0.30% | 1.48% | 23.69% |
1952 | 26.57 | 2.75% | 1.51 | 5.68% | 2.27% | 1.67% | 18.13% |
1953 | 24.81 | 2.59% | 1.44 | 5.80% | 4.14% | 1.89% | -1.20% |
1954 | 35.98 | 2.51% | 1.87 | 5.20% | 3.29% | 0.96% | 52.56% |
1955 | 45.48 | 2.96% | 2.23 | 4.90% | -1.34% | 1.66% | 32.60% |
1956 | 46.67 | 3.59% | 2.19 | 4.69% | -2.26% | 2.56% | 7.43% |
1957 | 39.99 | 3.21% | 1.80 | 4.50% | 6.80% | 3.23% | -10.46% |
1958 | 55.21 | 3.86% | 2.26 | 4.09% | -2.10% | 1.78% | 43.71% |
1959 | 59.89 | 4.69% | 1.98 | 3.31% | -2.65% | 3.26% | 12.06% |
1960 | 58.11 | 3.84% | 1.98 | 3.41% | 11.64% | 3.05% | 0.33% |
1961 | 71.55 | 4.06% | 2.04 | 2.85% | 2.06% | 2.27% | 26.64% |
1962 | 63.1 | 3.86% | 2.15 | 3.41% | 5.69% | 2.78% | -8.81% |
1963 | 75.02 | 4.13% | 2.35 | 3.13% | 1.68% | 3.11% | 22.61% |
1964 | 84.75 | 4.18% | 2.58 | 3.04% | 3.73% | 3.51% | 16.41% |
1965 | 92.43 | 4.62% | 2.83 | 3.06% | 0.72% | 3.90% | 12.40% |
1966 | 80.33 | 4.84% | 2.88 | 3.59% | 2.91% | 4.84% | -9.98% |
1967 | 96.47 | 5.70% | 2.98 | 3.09% | -1.58% | 4.33% | 23.80% |
1968 | 103.86 | 6.03% | 3.04 | 2.93% | 3.27% | 5.26% | 10.81% |
1969 | 92.06 | 7.65% | 3.24 | 3.52% | -5.01% | 6.56% | -8.24% |
1970 | 92.15 | 6.39% | 3.19 | 3.46% | 16.75% | 6.69% | 3.56% |
1971 | 102.09 | 5.93% | 3.16 | 3.10% | 9.79% | 4.54% | 14.22% |
1972 | 118.05 | 6.36% | 3.19 | 2.70% | 2.82% | 3.95% | 18.76% |
1973 | 97.55 | 6.74% | 3.61 | 3.70% | 3.66% | 6.73% | -14.31% |
1974 | 68.56 | 7.43% | 3.72 | 5.43% | 1.99% | 7.78% | -25.90% |
1975 | 90.19 | 8.00% | 3.73 | 4.14% | 3.61% | 5.99% | 36.99% |
1976 | 107.46 | 6.87% | 4.22 | 3.93% | 15.98% | 4.97% | 23.83% |
1977 | 95.1 | 7.69% | 4.86 | 5.11% | 1.29% | 5.13% | -6.98% |
1978 | 96.11 | 9.01% | 5.18 | 5.39% | -0.78% | 6.93% | 6.51% |
1979 | 107.94 | 10.39% | 5.97 | 5.53% | 0.67% | 9.94% | 18.52% |
1980 | 135.76 | 12.84% | 6.44 | 4.74% | -2.99% | 11.22% | 31.74% |
1981 | 122.55 | 13.72% | 6.83 | 5.57% | 8.20% | 14.30% | -4.70% |
1982 | 140.64 | 10.54% | 6.93 | 4.93% | 32.81% | 11.01% | 20.42% |
1983 | 164.93 | 11.83% | 7.12 | 4.32% | 3.20% | 8.45% | 22.33% |
1984 | 167.24 | 11.50% | 7.83 | 4.68% | 13.73% | 9.61% | 6.15% |
1985 | 211.28 | 9.26% | 8.20 | 3.88% | 25.71% | 7.49% | 31.24% |
1986 | 242.17 | 7.11% | 8.19 | 3.38% | 24.28% | 6.04% | 18.50% |
1987 | 247.08 | 8.99% | 9.17 | 3.71% | -4.96% | 5.72% | 5.81% |
1988 | 277.72 | 9.11% | 10.22 | 3.68% | 8.22% | 6.45% | 16.54% |
1989 | 353.4 | 7.84% | 11.73 | 3.32% | 17.69% | 8.11% | 31.47% |
1990 | 330.22 | 8.08% | 12.35 | 3.74% | 6.24% | 7.55% | -3.06% |
1991 | 417.09 | 7.09% | 12.97 | 3.11% | 15.00% | 5.61% | 30.23% |
1992 | 435.71 | 6.77% | 12.64 | 2.90% | 9.36% | 3.41% | 7.49% |
1993 | 466.45 | 5.77% | 12.69 | 2.72% | 14.21% | 2.98% | 9.97% |
1994 | 459.27 | 7.81% | 13.36 | 2.91% | -8.04% | 3.99% | 1.32% |
1995 | 615.93 | 5.71% | 14.17 | 2.30% | 23.48% | 5.52% | 37.20% |
1996 | 740.74 | 6.30% | 14.89 | 2.01% | 1.43% | 5.02% | 22.68% |
1997 | 970.43 | 5.81% | 15.52 | 1.60% | 9.94% | 5.05% | 33.10% |
1998 | 1229.23 | 4.65% | 16.20 | 1.32% | 14.92% | 4.73% | 28.34% |
1999 | 1469.25 | 6.44% | 16.71 | 1.14% | -8.25% | 4.51% | 20.89% |
2000 | 1320.28 | 5.11% | 16.27 | 1.23% | 16.66% | 5.76% | -9.03% |
2001 | 1148.09 | 5.05% | 15.74 | 1.37% | 5.57% | 3.67% | -11.85% |
2002 | 879.82 | 3.82% | 16.08 | 1.83% | 15.12% | 1.66% | -21.97% |
2003 | 1111.91 | 4.25% | 17.39 | 1.56% | 0.38% | 1.03% | 28.36% |
2004 | 1211.92 | 4.22% | 19.44 | 1.60% | 4.49% | 1.23% | 10.74% |
2005 | 1248.29 | 4.39% | 22.22 | 1.78% | 2.87% | 3.01% | 4.83% |
2006 | 1418.3 | 4.70% | 24.88 | 1.75% | 1.96% | 4.68% | 15.61% |
2007 | 1468.36 | 4.02% | 27.73 | 1.89% | 10.21% | 4.64% | 5.48% |
2008 | 903.25 | 2.21% | 28.39 | 3.14% | 20.10% | 1.59% | -36.55% |
2009 | 1115.1 | 3.84% | 22.41 | 2.01% | -11.12% | 0.14% | 25.94% |
2010 | 1257.64 | 3.29% | 22.73 | 1.81% | 8.46% | 0.13% | 14.82% |
2011 | 1257.6 | 1.88% | 26.43 | 2.10% | 16.04% | 0.03% | 2.10% |
2012 | 1426.19 | 1.76% | 31.25 | 2.19% | 2.97% | 0.05% | 15.89% |
2013 | 1848.36 | 3.04% | 36.28 | 1.96% | -9.14% | 0.07% | 32.15% |
2014 | 2058.9 | 2.17% | 39.44 | 1.92% | 10.79% | 0.05% | 13.52% |
2015 | 2043.9 | 2.27% | 43.00 | 2.10% | 1.28% | 0.21% | 1.36% |
2016 | 2238.83 | 2.45% | 45.03 | 2.01% | 0.69% | 0.51% | 11.74% |
Year | S&P 500 Return | T-Bill Return | T-Bond Return |
---|---|---|---|
1928-2016 | 11.42% | 3.46% | 5.18% |
1967-2016 | 11.45% | 4.88% | 7.08% |
2007-2016 | 8.64% | 0.74% | 5.03% |
Year | S&P 500 Return | T-Bill Return | T-Bond Return |
---|---|---|---|
1928-2016 | 9.53% | 3.38% | 4.91% |
1967-2016 | 10.09% | 4.83% | 6.66% |
2007-2016 | 6.88% | 0.73% | 4.58% |
Year | Risk Premium T-Bill Return | Risk Premium T-Bond Return |
---|---|---|
1928-2016 | 7.96% | 6.24% |
1967-2016 | 6.57% | 4.37% |
2007-2016 | 7.90% | 3.62% |
Year | Risk Premium T-Bill Return | Risk Premium T-Bond Return |
---|---|---|
1928-2016 | 6.15% | 4.62% |
1967-2016 | 5.25% | 3.42% |
2007-2016 | 6.15% | 2.30% |