這有1988年以來SP500 和 Russell 3000每年回報對比表,羅素比不上標普
Year |
SP500 return (%) |
Russell 3000 (%) |
Nominal |
Dividends reinvested |
1988 |
12.40 |
16.35 |
13.8 |
1989 |
27.25 |
31.23 |
25.01 |
1990 |
-6.56 |
-3.14 |
-8.32 |
1991 |
26.31 |
30.00 |
29.59 |
1992 |
4.46 |
7.43 |
6.58 |
1993 |
7.06 |
9.94 |
8.14 |
1994 |
-1.54 |
1.28 |
-2.48 |
1995 |
34.11 |
37.11 |
33.58 |
1996 |
20.26 |
22.68 |
19.19 |
1997 |
31.01 |
33.10 |
29.47 |
1998 |
26.67 |
28.34 |
22.32 |
1999 |
19.53 |
20.88 |
19.43 |
2000 |
-10.14 |
-9.03 |
-8.52 |
2001 |
-13.04 |
-11.85 |
-12.62 |
2002 |
-23.37 |
-21.97 |
-22.81 |
2003 |
26.38 |
28.36 |
28.73 |
2004 |
8.99 |
10.74 |
10.08 |
2005 |
3.00 |
4.83 |
4.28 |
2006 |
13.62 |
15.61 |
13.66 |
2007 |
3.53 |
5.48 |
3.3 |
2008 |
-38.49 |
-36.55 |
-38.7 |
2009 |
23.45 |
25.94 |
25.46 |
2010 |
12.78 |
14.82 |
14.75 |
2011 |
0.00 |
2.10 |
-0.92 |
2012 |
13.41 |
15.89 |
13.98 |
2013 |
29.60 |
32.05 |
30.95 |
2014 |
11.39 |
13.52 |
10.45 |
2015 |
-0.73 |
1.38 |
-1.47 |
2016 |
9.54 |
11.77 |
10.42 |
2017 |
19.42 |
21.61 |
18.85 |
2018 |
-6.24 |
-4.23 |
-6.99 |
2019 |
28.88 |
31.20 |
28.54 |
2020 |
16.26 |
18.06 |
18.82 |
2021 |
26.89 |
28.50 |
24 |
2022 |
-19.44 |
-18.04 |
-20.48 |
2023 |
24.23 |
26.29 |
23.95 |