|
Actual Return |
Annualized Return Ending 20121 Conservative & Useful |
| |
April 13 |
YTD |
1 Year |
3 Years |
5 Years |
10 Years |
30 Years |
43 Years |
| Return |
0.8% |
-0.4% |
18.2% |
1.7% |
-1.8% |
18.9% |
19.8% |
19.5% |
| Standard Deviation |
N/A |
N/A |
22.5 |
24.4 |
32.8 |
26.7 |
23.4 |
22.2 |
| Total Growth |
0.8% |
-0.4% |
18.2% |
5.3% |
-8.5% |
463% |
22,457% |
212,550% |
|
|
|
|
|
From Year | To Year
|
|
2012 |
| 2012 |
18.2 |
2011 |
| 2011 |
-6.7 |
-26.3 |
2010 |
| 2010 |
1.7 |
-5.6 |
20.9 |
2009 |
| 2009 |
19. |
19.3 |
51.7 |
90.4 |
2008 |
| 2008 |
-1.8 |
-6.2 |
1.6 |
-6.8 |
-54.4 |
2007 |
| 2007 |
4.7 |
2.2 |
10.9 |
7.8 |
-18.9 |
44.2 |
2006 |
| 2006 |
8.8 |
7.3 |
15.7 |
14.4 |
-3.5 |
40.4 |
36.6 |
2005 |
| 2005 |
11.2 |
10.2 |
17.9 |
17.3 |
3.9 |
36.7 |
33. |
29.6 |
2004 |
| 2004 |
13.9 |
13.4 |
20.6 |
20.5 |
10. |
37.1 |
34.7 |
33.8 |
38.2 |
2003 |
| 2003 |
18.9 |
18.9 |
26.3 |
27.1 |
18.8 |
43.8 |
43.7 |
46.2 |
55.3 |
74.5 |
2002 |
| 2002 |
16.7 |
16.6 |
22.7 |
22.9 |
15.5 |
34.8 |
33. |
32.1 |
32.9 |
30.4 |
-2.6 |
2001 |
| 2001 |
15. |
14.8 |
20. |
19.9 |
13.1 |
28.8 |
26.4 |
24.4 |
23.2 |
18.6 |
-2.3 |
-1.9 |
2000 |
| 2000 |
10.1 |
9.5 |
13.5 |
12.8 |
6.4 |
18.3 |
15. |
11.7 |
8.5 |
2.1 |
-14.6 |
-20. |
-34.8 |
1999 |
| 1999 |
14.2 |
13.9 |
18.1 |
17.8 |
12.3 |
24.1 |
21.8 |
19.8 |
18.3 |
14.7 |
3.2 |
5.3 |
9.1 |
82.5 |
1998 |
| 1998 |
12.4 |
12. |
15.7 |
15.3 |
10.1 |
20.3 |
17.9 |
15.7 |
13.9 |
10.3 |
0.6 |
1.4 |
2.6 |
28.7 |
-9.3 |
1997 |
| 1997 |
11.9 |
11.5 |
14.8 |
14.4 |
9.6 |
18.7 |
16.4 |
14.4 |
12.6 |
9.4 |
1.2 |
1.9 |
2.9 |
19.8 |
-2.9 |
3.9 |
1996 |
| 1996 |
11.6 |
11.2 |
14.3 |
13.9 |
9.5 |
17.7 |
15.6 |
13.7 |
12. |
9.1 |
2. |
2.9 |
3.8 |
16.6 |
0.5 |
5.7 |
7.6 |
1995 |
| 1995 |
10.8 |
10.4 |
13.2 |
12.7 |
8.6 |
16.1 |
14. |
12.1 |
10.5 |
7.8 |
1.5 |
2.1 |
2.8 |
12.6 |
-0.2 |
3. |
2.5 |
-2.2 |
1994 |
| 1994 |
9.7 |
9.3 |
11.9 |
11.3 |
7.4 |
14.2 |
12.1 |
10.3 |
8.7 |
6.1 |
0.4 |
0.8 |
1.2 |
8.9 |
-1.8 |
0.2 |
-1. |
-5. |
-7.8 |
1993 |
| 1993 |
12.2 |
11.9 |
14.6 |
14.2 |
10.6 |
17.3 |
15.6 |
14.2 |
13. |
10.9 |
6. |
7. |
8.2 |
16.3 |
7.9 |
11.6 |
13.7 |
15.8 |
26. |
72.1 |
1992 |
| 1992 |
11.5 |
11.1 |
13.6 |
13.2 |
9.8 |
15.9 |
14.3 |
12.8 |
11.6 |
9.7 |
5.1 |
5.9 |
6.8 |
13.6 |
6.2 |
9. |
10.1 |
10.7 |
15.4 |
29.1 |
-3.2 |
1991 |
| 1991 |
13.7 |
13.5 |
16. |
15.7 |
12.5 |
18.7 |
17.3 |
16.1 |
15.2 |
13.5 |
9.6 |
10.7 |
12.1 |
19. |
12.9 |
16.4 |
18.6 |
21. |
27.6 |
42.2 |
29.3 |
72.6 |
1990 |
| 1990 |
14. |
13.8 |
16.2 |
16. |
13. |
18.8 |
17.5 |
16.4 |
15.5 |
14.1 |
10.4 |
11.5 |
12.9 |
19.2 |
13.7 |
17. |
19. |
21. |
26.2 |
36.6 |
26.4 |
44.5 |
20.9 |
1989 |
| 1989 |
16. |
15.9 |
18.3 |
18.1 |
15.4 |
21.1 |
20. |
19.1 |
18.4 |
17.2 |
13.9 |
15.3 |
16.9 |
23.2 |
18.5 |
22.1 |
24.5 |
27.2 |
32.9 |
43. |
36.5 |
53. |
44.1 |
71.7 |
1988 |
| 1988 |
17.3 |
17.3 |
19.7 |
19.7 |
17. |
22.7 |
21.6 |
20.9 |
20.4 |
19.3 |
16.3 |
17.8 |
19.5 |
25.7 |
21.5 |
25.1 |
27.7 |
30.5 |
36. |
45. |
40.2 |
53.8 |
47.9 |
63.6 |
56. |
1987 |
| 1987 |
17.5 |
17.5 |
19.8 |
19.8 |
17.3 |
22.7 |
21.7 |
21. |
20.5 |
19.5 |
16.7 |
18.1 |
19.7 |
25.5 |
21.6 |
24.9 |
27.2 |
29.6 |
34.2 |
41.6 |
37.1 |
47. |
41.2 |
48.7 |
38.4 |
22.8 |
1986 |
| 1986 |
18.6 |
18.6 |
20.9 |
20.9 |
18.5 |
23.8 |
22.9 |
22.2 |
21.8 |
21. |
18.4 |
19.9 |
21.5 |
27. |
23.5 |
26.7 |
29. |
31.4 |
35.8 |
42.5 |
38.7 |
47.3 |
42.7 |
48.7 |
41.7 |
35.1 |
48.7 |
1985 |
| 1985 |
19.8 |
19.9 |
22.1 |
22.2 |
19.9 |
25.1 |
24.3 |
23.7 |
23.4 |
22.7 |
20.3 |
21.8 |
23.5 |
28.9 |
25.7 |
28.9 |
31.3 |
33.6 |
37.9 |
44.2 |
41. |
48.8 |
45.2 |
50.6 |
45.8 |
42.5 |
53.5 |
58.6 |
1984 |
| 1984 |
19.4 |
19.5 |
21.6 |
21.7 |
19.5 |
24.4 |
23.6 |
23. |
22.7 |
22. |
19.7 |
21.1 |
22.6 |
27.5 |
24.5 |
27.4 |
29.4 |
31.4 |
35. |
40.2 |
37.1 |
43.2 |
39.4 |
42.7 |
37.5 |
33.3 |
37. |
31.5 |
9. |
1983 |
| 1983 |
19.8 |
19.9 |
22. |
22. |
19.9 |
24.6 |
23.9 |
23.4 |
23.1 |
22.4 |
20.3 |
21.6 |
23.1 |
27.8 |
24.9 |
27.6 |
29.5 |
31.4 |
34.7 |
39.4 |
36.5 |
41.8 |
38.3 |
41. |
36.4 |
32.8 |
35.5 |
31.4 |
19.6 |
31.1 |
1982 |
| 1982 |
19.1 |
19.1 |
21.1 |
21.1 |
19.1 |
23.6 |
22.8 |
22.3 |
22. |
21.3 |
19.2 |
20.4 |
21.7 |
26. |
23.3 |
25.7 |
27.3 |
28.8 |
31.6 |
35.5 |
32.6 |
36.9 |
33.4 |
35. |
30.5 |
26.7 |
27.5 |
22.7 |
12.6 |
14.4 |
-0.1 |
1981 |
| 1981 |
18.2 |
18.2 |
20.1 |
20.1 |
18.1 |
22.4 |
21.6 |
21. |
20.7 |
20. |
17.9 |
19. |
20.2 |
24.1 |
21.5 |
23.6 |
24.9 |
26.2 |
28.5 |
31.8 |
28.9 |
32.3 |
28.9 |
29.8 |
25.3 |
21.5 |
21.3 |
16.4 |
7.8 |
7.3 |
-2.9 |
-5.6 |
1980 |
| 1980 |
18.7 |
18.7 |
20.5 |
20.5 |
18.6 |
22.8 |
22. |
21.5 |
21.2 |
20.5 |
18.6 |
19.7 |
20.8 |
24.6 |
22.1 |
24.2 |
25.5 |
26.7 |
28.9 |
32. |
29.3 |
32.5 |
29.3 |
30.2 |
26.3 |
23. |
23. |
19.2 |
12.6 |
13.5 |
8.2 |
12.6 |
34.2 |
1979 |
| 1979 |
18. |
18. |
19.8 |
19.7 |
17.9 |
21.8 |
21.1 |
20.6 |
20.2 |
19.6 |
17.7 |
18.7 |
19.7 |
23.2 |
20.8 |
22.6 |
23.8 |
24.8 |
26.7 |
29.4 |
26.8 |
29.5 |
26.4 |
26.9 |
23.2 |
20. |
19.6 |
16. |
10.1 |
10.3 |
5.6 |
7.6 |
14.8 |
-1.7 |
1978 |
| 1978 |
19.1 |
19.2 |
20.9 |
20.9 |
19.2 |
23. |
22.4 |
21.9 |
21.6 |
21. |
19.3 |
20.3 |
21.3 |
24.8 |
22.6 |
24.4 |
25.6 |
26.7 |
28.7 |
31.4 |
29. |
31.7 |
29. |
29.7 |
26.4 |
23.8 |
23.9 |
21.1 |
16.5 |
17.8 |
15.3 |
19.5 |
29.3 |
26.9 |
64. |
1977 |
| 1977 |
20.4 |
20.4 |
22.2 |
22.2 |
20.5 |
24.4 |
23.8 |
23.4 |
23.1 |
22.6 |
21. |
22. |
23.1 |
26.6 |
24.5 |
26.4 |
27.6 |
28.8 |
30.8 |
33.5 |
31.4 |
34.1 |
31.7 |
32.5 |
29.7 |
27.6 |
28. |
25.9 |
22.4 |
24.4 |
23.3 |
28.6 |
38.9 |
40.6 |
68.1 |
72.4 |
1976 |
| 1976 |
20.1 |
20.1 |
21.8 |
21.9 |
20.2 |
23.9 |
23.3 |
22.9 |
22.7 |
22.2 |
20.5 |
21.5 |
22.6 |
25.9 |
23.8 |
25.6 |
26.7 |
27.8 |
29.6 |
32.1 |
30. |
32.5 |
30.1 |
30.8 |
28.1 |
26. |
26.3 |
24.3 |
21. |
22.5 |
21.4 |
25.4 |
32.7 |
32.3 |
46.1 |
38. |
10.4 |
1975 |
| 1975 |
20.8 |
20.8 |
22.5 |
22.6 |
21. |
24.6 |
24. |
23.6 |
23.5 |
23. |
21.4 |
22.4 |
23.5 |
26.7 |
24.8 |
26.5 |
27.7 |
28.7 |
30.5 |
32.9 |
31. |
33.3 |
31.2 |
31.9 |
29.5 |
27.6 |
28. |
26.3 |
23.5 |
25.2 |
24.5 |
28.4 |
35.2 |
35.4 |
46.7 |
41.4 |
28. |
48.4 |
1974 |
| 1974 |
19.1 |
19.1 |
20.7 |
20.7 |
19.1 |
22.5 |
21.9 |
21.5 |
21.3 |
20.7 |
19.2 |
20.1 |
21. |
23.9 |
22. |
23.5 |
24.4 |
25.2 |
26.7 |
28.8 |
26.8 |
28.7 |
26.5 |
26.9 |
24.3 |
22.4 |
22.3 |
20.3 |
17.4 |
18.2 |
16.9 |
19.2 |
23.2 |
21.5 |
26.8 |
18.9 |
5. |
2.4 |
-29.3 |
1973 |
| 1973 |
18.1 |
18.1 |
19.6 |
19.6 |
18. |
21.3 |
20.7 |
20.2 |
19.9 |
19.4 |
17.9 |
18.7 |
19.5 |
22.2 |
20.3 |
21.7 |
22.5 |
23.2 |
24.5 |
26.3 |
24.3 |
26. |
23.8 |
24. |
21.5 |
19.5 |
19.2 |
17.2 |
14.3 |
14.8 |
13.3 |
14.9 |
17.7 |
15.6 |
18.7 |
11.3 |
-0.2 |
-3.6 |
-22.3 |
-14.5 |
1972 |
| 1972 |
19.1 |
19.1 |
20.6 |
20.5 |
19.1 |
22.3 |
21.7 |
21.3 |
21. |
20.5 |
19.1 |
19.9 |
20.8 |
23.4 |
21.7 |
23.1 |
23.9 |
24.6 |
25.9 |
27.7 |
25.9 |
27.6 |
25.6 |
25.9 |
23.6 |
21.8 |
21.7 |
20. |
17.5 |
18.2 |
17.1 |
18.9 |
22. |
20.6 |
24.2 |
18.6 |
10. |
9.9 |
-0.6 |
17.9 |
62.6 |
1971 |
| 1971 |
20. |
20.1 |
21.5 |
21.6 |
20.1 |
23.3 |
22.8 |
22.4 |
22.2 |
21.7 |
20.4 |
21.2 |
22.1 |
24.7 |
23. |
24.4 |
25.3 |
26.1 |
27.4 |
29.2 |
27.5 |
29.2 |
27.4 |
27.7 |
25.6 |
24.1 |
24.1 |
22.7 |
20.4 |
21.3 |
20.6 |
22.6 |
25.9 |
25. |
28.8 |
24.5 |
17.9 |
19.4 |
13.1 |
32.3 |
64.6 |
66.6 |
1970 |
| 1970 |
19.5 |
19.5 |
21. |
21. |
19.6 |
22.6 |
22.1 |
21.7 |
21.5 |
21. |
19.7 |
20.5 |
21.3 |
23.8 |
22.2 |
23.5 |
24.3 |
25. |
26.2 |
27.8 |
26.2 |
27.7 |
25.9 |
26.2 |
24.1 |
22.6 |
22.6 |
21.1 |
18.9 |
19.7 |
18.8 |
20.6 |
23.3 |
22.2 |
25.2 |
21.1 |
15.1 |
15.9 |
10.4 |
23.4 |
39.4 |
29. |
-0.1 |
|
2012 |
2011 |
2010 |
2009 |
2008 |
2007 |
2006 |
2005 |
2004 |
2003 |
2002 |
2001 |
2000 |
1999 |
1998 |
1997 |
1996 |
1995 |
1994 |
1993 |
1992 |
1991 |
1990 |
1989 |
1988 |
1987 |
1986 |
1985 |
1984 |
1983 |
1982 |
1981 |
1980 |
1979 |
1978 |
1977 |
1976 |
1975 |
1974 |
1973 |
1972 |
1971 |
1970 |
How to read this table?
The returns from year 'x' to year 'y' are in the cross between row 'x' and column 'y'.
For example, to find the annual return from 1980 to 2003, find the row headed by 1980, and go along it
to the right, up to the number located under the column headed by 2003. You will find the average annual
return of 20.6%. Note that the one year return in each of the years is located right under the column heading, forming a diagonal.
1 Annualized Return (also called Compounded Annual Growth Rate) is the rate that, when compounded annually, would result in the actual total return.
This measure is conservative because it is usually lower than the measure average of the annual returns.
This measure is useful because it removes the effect of compounding, letting you compare it to other investments with different holding periods.
|
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