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 |
這有1988年以來SP500 和 Russell 3000每年回報對比表,羅素比不上標普
所有跟帖:
• 謝謝, Russell 3000 是否也可以 dividend reinvest 嗎? -Austin8- ♀ (0 bytes) () 03/24/2024 postreply 09:52:45
• IWV也有dividend,目前跟SPY差不多,都是1.2%左右,但我沒找到dividend reinvest數據,我用 -Mich_Agent- ♂ (34 bytes) () 03/24/2024 postreply 10:00:29
• 好的,謝謝 -Austin8- ♀ (0 bytes) () 03/24/2024 postreply 16:15:45