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S&P 500 Fun Facts

By JLP | April 4, 2007

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:

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

Topics: Index Funds, Investing |