I finally broke down and bought a copy of Ibbotson’s Stocks, Bonds, Bills, & Inflation or “SBBI” as it is commonly known. I don’t know if it is worth $120 or not but it is pretty cool.
While flipping through it, I found the annual returns for the S&P 500 Index from 1926 – 2006. I manually entered the numbers into an Excel file and then calculated the returns for 5-year holding periods. I then took that information and put together a list of what I call S&P 500 Fun Facts:
NOTE: These are returns for the INDEX, not an actual mutual fund.
I’ll try to do something similar for 10 and 20-year holding periods.
FOLLOW-UP: More S&P 500 Stats