Historical Investment Returns

Not logged in. Login | Signup

To be as useful as possible, we've compiled the total returns of actual funds you can buy (many tracking indices) including fees and dividends. Values are the actual returns you would earn if you purchased these funds and reinvested dividends. Here are a couple relevant notes.

The table is scrollable. More recent years and averages may require you to scroll right.
Although cryptocurrency (Bitcoin) has the largest return, be aware it's the most risky asset in this table, with an ability to drop substantially in short order.

Click here to retrieve data for specific funds.

We want our readers to be clear: past performance doesn't gaurantee future performance. Many asset prices were boosted by falling interest rates from 1980 to 2020. Real returns over the next 40 years may be lower.

Table of total annual returns [%]

Table of total yearly returns [%]
Category	Fund Ticker	2007	2008	2009	2010	2011	2012	2013	2014	2015	2016	2017	2018	2019	2020	2021	2022	2023	Mean
Dow	DIA	N/A	N/A	29.1	20.7	8.8	12.4	15.7	11.7	-1.8	23.4	34.3	-5.8	24.6	7.5	24.0	-7.0	16.0	14.2
S&P 500	VOO	N/A	N/A	N/A	N/A	4.0	16.6	21.3	14.3	-0.7	19.9	26.0	-4.7	31.3	17.3	30.9	-18.2	26.3	14.2
Nasdaq 100	QQQ	2.7	-35.3	48.0	31.9	9.0	11.8	30.3	18.9	4.1	20.8	37.0	-1.8	38.4	46.0	28.3	-32.7	54.9	18.4
Long term treasury bonds	TLT	13.3	13.6	-7.5	3.1	36.9	-0.5	-4.9	30.8	-5.7	-3.2	4.8	-0.5	13.5	16.8	-3.6	-31.2	2.8	4.6
Gold	IAU	41.1	-0.2	16.0	22.7	30.5	-4.6	-25.5	3.0	-13.3	8.3	10.7	-3.0	17.9	24.1	-2.4	-0.6	12.8	8.1
Inflation protected treasury bonds	VTIP	N/A	N/A	N/A	N/A	N/A	N/A	-1.5	-0.6	-0.5	2.6	0.0	0.6	4.9	4.9	4.8	-3.0	4.6	1.5
Cryptocurrency	BTC	N/A	N/A	N/A	N/A	953.8	272.4	4500.0	-76.7	69.3	161.1	959.2	-72.2	89.5	302.8	39.8	-65.1	155.9	560.8

Table of total annual returns [%]

Related links