S&P 500 Rolling 10-Year Returns Have Swung From -3% to 19%
The S&P 500 rolling 10-year return has ranged from roughly -3% annualized (ending 2009) to over 19% annualized (ending 1999), according to Morningstar's historical equity data.
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516 articles — page 17 of 43
Four Ways to Gauge S&P 500 Fair Value (Forward P/E, CAPE & More)
The S&P 500 fair value question has a concrete answer framework, even if the precise number is always contested.
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How Do the S&P 500's Other 493 Stocks Perform Without the Magnificent 7?
The S&P 500 ex-Magnificent 7 is not an official index product from S&P Dow Jones Indices.
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Berkshire Hathaway vs S&P 500: 19.8% vs 10.2% Over 59 Years
Over 59 years, Berkshire Hathaway has compounded at roughly 19.8% annually versus the S&P 500's 10.2% with dividends reinvested, per the 2023 Berkshire annual report. That gap is extraordinary.
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How S&P Investment Grade Ratings Score Corporate Debt, BBB- to AAA
S&P investment grade ratings run from BBB- at the floor to AAA at the top.
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FTSE 100 vs S&P 500: US Growth or Value, Dividends & Commodities?
The FTSE 100 vs S&P 500 comparison is not a contest with a clear winner. It is a structural difference in factor exposure that matters for portfolio construction at scale.
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RSP vs S&P 500: Does Equal-Weight Beat Market-Cap Over Time?
RSP and the cap-weighted S&P 500 hold identical constituents. The difference is how much each stock matters.
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S&P 500 Companies by Revenue vs Market Cap, Ranked
The S&P 500's revenue leaders and its market cap leaders are almost entirely different lists.
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How S&P 500 Compounding Actually Grows Your Money
S&P 500 compounding is the mechanism by which reinvested dividends and deferred capital gains generate returns on top of prior returns, turning a large initial position into a substantially larger one over time. The index itself does not compound. Your behavior as an investor does. That distinction
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What the S&P 500 Sharpe Ratio Really Tells You
The S&P 500 Sharpe ratio measures how much return the index delivers per unit of volatility, after subtracting the risk-free rate. Over the long run, that figure averages roughly 0.40 to 0.45.
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Does the S&P 500 Actually Beat Inflation?
The S&P 500 vs inflation chart tells a clear story over long horizons: equities win. Robert Shiller's dataset going back to 1871 shows a real annualized return of approximately 6.5–7% per year.
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Russell 1000 vs S&P 500 for a $5M+ Portfolio
The Russell 1000 vs S&P 500 comparison matters far less than most investors assume, and far more than they realize in specific contexts. Both indices track large-cap U.S.
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