tag:blogger.com,1999:blog-187883772024-03-17T02:27:29.454-07:00Jim's Finance and Investments BlogJimhttp://www.blogger.com/profile/17275657546603193142noreply@blogger.comBlogger189125tag:blogger.com,1999:blog-18788377.post-40842383851522085702023-01-18T14:01:00.005-08:002023-01-18T14:04:16.771-08:00Historical Returns for the S&P 400 Midcap Index (Updated Through 2022)The S&P 400 Midcap Index was introduced in June 1991 and is the most widely-followed U.S. Midcap stock market index. I have
previously posted charts with annual returns through 2007, 2008, 2009, 2010, 2011, 2012, and 2014.
The charts below show calendar-year returns between 1992 and 2022
(click on the charts for a larger view). The charts below also show 5-year annualized Jimhttp://www.blogger.com/profile/17275657546603193142noreply@blogger.com0tag:blogger.com,1999:blog-18788377.post-75071418319048011162022-12-09T21:02:00.007-08:002022-12-10T00:44:17.942-08:00Historical Dividends for Altria (1979-2022)Altria (ticker symbol: MO) is one of the most popular dividend stocks among dividend growth investors. Altria owns Phillip Morris USA, which sells Marlboro, the most popular cigarette brand in the world in terms of sales. Altria controls about 48.8% of the cigarette market in the United States and sells various cigarette brands such as
Parliament, Virginia Slims, and Basic brands in Jimhttp://www.blogger.com/profile/17275657546603193142noreply@blogger.com0tag:blogger.com,1999:blog-18788377.post-54225011381083655172017-07-04T12:46:00.001-07:002020-01-26T01:47:30.012-08:00S&P 500 Dividends (1977-2016)
The
chart shown below (click on the chart to see a larger image)
annual dividend payouts for the S&P 500 Index between
1977 and 2016. As
shown, the dividends paid by the S&P 500 Index component
companies
increased from $4.67 in 1977 to about $45.70 in 2016. This is a
total increase of about 879% and an annualized increase of 6.02% in
the annual dividend payout. This an impressive Jimhttp://www.blogger.com/profile/17275657546603193142noreply@blogger.com0tag:blogger.com,1999:blog-18788377.post-14086580355201656452017-07-03T23:14:00.000-07:002017-07-03T23:16:28.338-07:00Historical Total Returns for the Nasdaq-100 (1986-2016)The Nasdaq-100 Index is one of the most widely-followed U.S. stock market indexes. The Nasdaq-100 includes 100 of
the largest domestic and international non-financial securities listed on the Nasdaq Stock Market
based on market capitalization and is largely comprised of technology and biotech equities. The weightings of companies in the index
are based on their respective market Jimhttp://www.blogger.com/profile/17275657546603193142noreply@blogger.com0tag:blogger.com,1999:blog-18788377.post-31031592644201605272017-01-01T23:11:00.003-08:002017-01-01T23:26:57.754-08:001980 - 2016 Stock Market Returns for Various IndicesThe
chart shown below (click on the chart for a larger view) illustrates total returns for small cap indices (Russell
2000, Russell 2000 Value, and Russell 2000 Growth), large cap indices
(S&P 500, S&P/Citi 500 Value, and S&P/Citi 500
Growth), a broad-based foreign stock index (Morgan Stanley Capital
International Index for the developed stock markets of Europe,
Australasia, andJimhttp://www.blogger.com/profile/17275657546603193142noreply@blogger.com0tag:blogger.com,1999:blog-18788377.post-84589900541841397952016-02-27T21:30:00.000-08:002016-02-28T19:13:25.224-08:00Historical Total Returns of Altria (MO) from March 1970 - February 2016Altria Group, Inc. (symbol: MO) is well-known among stock market investors for being one of the greatest long-term wealth-creation vehicles available. It has provided annualized returns in excess of 20% per year since at least the 1960s. Historical closing prices and dividend payments for Altria dating back to the early 1970s are available for inspection from Yahoo Finance.
Altria isJimhttp://www.blogger.com/profile/17275657546603193142noreply@blogger.com0tag:blogger.com,1999:blog-18788377.post-10137147041193795642016-01-08T21:30:00.000-08:002016-01-08T23:53:21.616-08:00Historical Annual Returns for the S&P 500 Index - Updated Through 20152015 was a mediocre year for the U.S. stock market indexes as a strong U.S. Dollar hurt earnings of multi-nationals. The entire market also wavered under the prospects of a Federal Reserve interest rate hike and China's devaluation of its currency in August. The total return of the S&P 500 Index was just 1.38%.
As I have previously mentioned, Standard
& Poor's Jimhttp://www.blogger.com/profile/17275657546603193142noreply@blogger.com4tag:blogger.com,1999:blog-18788377.post-8167894175570788802015-02-22T16:06:00.001-08:002023-01-18T14:12:12.495-08:00Historical Returns for the S&P 400 Midcap Index (Updated Through 2014)The S&P 400 Midcap Index was introduced in June 1991 and is the most widely-followed U.S. Midcap stock market index. I have
previously posted charts with annual returns through 2007, 2008, 2009, 2010, 2011, and 2012.
The chart below shows calendar-year returns between 1992 and 2014
(click on the chart for a larger view). The chart below also shows
five-year annualized Jimhttp://www.blogger.com/profile/17275657546603193142noreply@blogger.com0tag:blogger.com,1999:blog-18788377.post-14792675330492133002015-02-01T18:27:00.002-08:002017-07-04T13:54:36.467-07:00S&P 500 Dividends (1977-2014)The
chart shown below (click on the chart to see a larger image)
illustrates annual dividend payouts for the S&P 500 Index between
1977 and 2014. As
shown, the dividends paid by the S&P 500 Index component
companies
increased from $4.67 in 1977 to about $39.44 in 2013. This is a
total increase of about 744% and an annualized increase of 5.94% in
the dividend yield. This a solid Jimhttp://www.blogger.com/profile/17275657546603193142noreply@blogger.com0tag:blogger.com,1999:blog-18788377.post-50746804344974585052015-01-10T23:47:00.001-08:002017-07-04T13:55:23.692-07:00Historical Annual Returns for the S&P 500 Index - Updated Through 20142014 was another solid year for most U.S. stock market indexes, particularly for indexes of large cap stocks, such as the S&P 500 Index. The S&P 500 Index experienced a total return
of about 13.69%. The market was largely driven higher
as a result of improving economic conditions in the United States, the Federal Reserve's continued QE3 U.S. Dollar pumping, and Jimhttp://www.blogger.com/profile/17275657546603193142noreply@blogger.com4tag:blogger.com,1999:blog-18788377.post-17893398683411200842015-01-09T01:29:00.000-08:002017-07-04T13:51:14.191-07:00Historical Returns for the Nasdaq-100 (1986-2014)The Nasdaq-100 Index is one of the most widely-followed indexes of primarily technology and biotech stocks. The Nasdaq-100 includes 100 of the largest domestic and international non-financial securities listed on the Nasdaq Stock Market
based on market capitalization. The weightings of companies in the index
are based on their market capitalizations, with rules capping the
influence of Jimhttp://www.blogger.com/profile/17275657546603193142noreply@blogger.com1tag:blogger.com,1999:blog-18788377.post-65735251688969348922014-08-31T20:30:00.000-07:002017-07-04T13:51:00.263-07:00Historical Returns for the Nasdaq-100 (1986-2013)The Nasdaq-100 Index includes 100 of the largest domestic and international non-financial securities listed on the Nasdaq Stock Market
based on market capitalization. It is a modified
capitalization-weighted index. The weightings of companies in the index
are based on their market capitalizations, with rules capping the
influence of the largest components. As of August 29, 2014, the three Jimhttp://www.blogger.com/profile/17275657546603193142noreply@blogger.com0tag:blogger.com,1999:blog-18788377.post-57797706304074381152014-02-21T19:00:00.000-08:002017-07-04T13:56:06.485-07:00S&P 500 Dividends (1977-2013)The
chart shown below (click on the chart to see a larger image) illustrates
annual dividend payouts for the S&P 500 Index between
1977 and 2013. As
shown, the dividends paid by the S&P 500 Index component
companies
increased from $4.67 in 1977 to about $34.99 in 2013. This is a
total increase of about 649% and an annualized increase of 5.75% in
the dividend yield. This an Jimhttp://www.blogger.com/profile/17275657546603193142noreply@blogger.com2tag:blogger.com,1999:blog-18788377.post-60054003587775562692014-02-08T22:07:00.003-08:002016-01-08T23:58:13.147-08:00Historical Annual Returns for the S&P 500 Index - Updated Through 20132013 was a huge year for across the board for practically all equities with the notable exception of Emerging Markets. The S&P 500 Index, one of the most widely-followed U.S. equity indexes, had a total return of about 32.39%, its largest calendar year return since 1997 and the 13th largest calendar year return of the 88 calendar year returns shown in the charts below. The Jimhttp://www.blogger.com/profile/17275657546603193142noreply@blogger.com13tag:blogger.com,1999:blog-18788377.post-70329959935316064032014-01-21T21:52:00.001-08:002014-01-21T22:05:27.788-08:00Historical Returns for the MSCI Emerging Markets Index (1988-2013)The Morgan Stanley Capital International
(MSCI) Emerging Markets (EM) Index is the preeminent emerging markets
equity index. I have previously discussed annual returns of the index
during the 1989-2008, 1989-2009, 1988-2010, 1988-2011, and 1988-2012 time periods.
The
chart below (click on the chart for a larger view) shows annual returns for the MSCI EM Index in terms of U.S.
Dollars Jimhttp://www.blogger.com/profile/17275657546603193142noreply@blogger.com2tag:blogger.com,1999:blog-18788377.post-49846692438715195262014-01-20T22:36:00.005-08:002017-07-04T13:56:58.107-07:001980 - 2013 Stock Market Returns for Various IndicesI have posted charts showing annual
stock market and bond market returns for various indices in recent years for the time
periods from 1980-2006, 1980-2007, 1980-2008, 1980-2009, 1980-2010, 1980-2011, and 1980-2012. An updated chart including returns from 2013 is shown below (click on the image for a larger view).
The
chart shown below illustrates total returns for small cap indices (Jimhttp://www.blogger.com/profile/17275657546603193142noreply@blogger.com4tag:blogger.com,1999:blog-18788377.post-83777822658975363322013-11-02T19:30:00.000-07:002013-11-03T20:22:28.923-08:00Historical Annual Returns for the VIX Short-Term Inverse Daily Futures IndexAs I have previously discussed, the VIX Short Term Futures Inverse Daily Index is a volatile index exhibiting a strong upward bias over time.
The VIX Short Term Futures Inverse Daily Index measures the performance
of the inverse (determined daily and on a percentage basis) of the VIX
Short-Term Futures Index. The VIX Short Term Futures Index utilizes
prices of the next two near-term VIX Jimhttp://www.blogger.com/profile/17275657546603193142noreply@blogger.com0tag:blogger.com,1999:blog-18788377.post-19459728891817358302013-10-18T19:30:00.000-07:002013-11-03T01:08:37.760-08:00The VIX Short-Term Inverse Daily Futures Index Presents An Interesting Speculative Investment Opportunity to Small InvestorsThe Chicago Board Options Exchange Market Volatility Index, or "VIX," is a widely-followed measure of the implied volatility of S&P 500 index options. The VIX is frequently referred to as the fear index or the fear gauge and represents a measure of the stock market's expectation of volatility of the S&P 500 Index over the next 30 day period. The VIX generally has a negative Jimhttp://www.blogger.com/profile/17275657546603193142noreply@blogger.com0tag:blogger.com,1999:blog-18788377.post-82287435257405048212013-09-20T19:11:00.000-07:002017-07-04T13:51:37.017-07:00Historical Returns for the Nasdaq-100 (1986-2012)The Nasdaq-100 Index includes 100 of the largest domestic and international non-financial securities listed on the Nasdaq Stock Market based on market capitalization. It is a modified capitalization-weighted index. The weightings of companies in the index are based on their market capitalizations, with rules capping the influence of the largest components. As of September 20, 2013, the three Jimhttp://www.blogger.com/profile/17275657546603193142noreply@blogger.com4tag:blogger.com,1999:blog-18788377.post-35786018711238195602013-09-13T20:30:00.000-07:002014-01-21T22:03:23.884-08:00Historical Returns for the MSCI Emerging Markets Index (1988-2012)The Morgan Stanley Capital International (MSCI) Emerging Markets (EM) Index is the preeminent emerging markets equity index. I have previously discussed annual returns of the index during the 1989-2008, 1989-2009, 1988-2010, and 1988-2011 and time periods.
The chart below lists annual returns for the MSCI EM Index in terms of U.S. Dollars between 1988 and 2012. The returns shown below Jimhttp://www.blogger.com/profile/17275657546603193142noreply@blogger.com0tag:blogger.com,1999:blog-18788377.post-82143811267803190892013-05-26T21:30:00.000-07:002013-05-27T00:14:25.424-07:00Historical Dividends for General Electric (1962-2012)General Electric (ticker symbol: GE) is a large multinational conglomerate corporation and is one of the original 12 components of the Dow Jones Industrial Average. General Electric owns businesses in four different segments: Energy, Technology Infrastructure, Capital Finance, and Consumer & Industrial.
General Electric stock is the most widely held stocks in the entire Jimhttp://www.blogger.com/profile/17275657546603193142noreply@blogger.com0tag:blogger.com,1999:blog-18788377.post-69333565843672730722013-03-29T20:38:00.002-07:002023-01-18T14:10:39.416-08:00Historical Returns for the S&P 400 Midcap Index (Updated Through 2012)The S&P 400 Midcap Index is the most widely-followed U.S. Midcap stock market index. This index was first introduced in
June 1991. I have
previously posted charts with annual returns through 2007, 2008, 2009, 2010, and 2011. The chart below shows calendar-year returns between 1992 and 2012 (click on the chart for a larger view). The chart below also shows
five-year Jimhttp://www.blogger.com/profile/17275657546603193142noreply@blogger.com2tag:blogger.com,1999:blog-18788377.post-31756812266412913192013-03-02T20:00:00.000-08:002016-01-08T23:55:12.453-08:00Historical Annual Returns for the S&P 500 Index - Updated Through 20122012 was a good rebound year for practically all U.S. equity indexes, including the S&P 500 Index, which had a total return of about 16.0%. The market was driven higher as a result of somewhat improved economic growth as well as currency devaluation caused by the Federal Reserve pumping money into the U.S. economy.
Standard & Poor's introduced its first stock market Jimhttp://www.blogger.com/profile/17275657546603193142noreply@blogger.com3tag:blogger.com,1999:blog-18788377.post-29825828284320422722013-02-16T20:00:00.000-08:002017-07-04T12:48:27.688-07:00S&P 500 Dividends (1977-2012)The
chart shown below (click on the chart to see a larger image)
illustrates dividend information for the S&P 500 Index from 1977-2012. As
shown, the dividends paid by the S&P 500 Index component companies
increased from $4.67 in 1977 to about $31.25 in 2012. That works out to a
total increase of about 569.08% and an annualized increase of 5.581% in
the dividend yield. This is a Jimhttp://www.blogger.com/profile/17275657546603193142noreply@blogger.com0tag:blogger.com,1999:blog-18788377.post-27890161996225259652013-01-03T22:45:00.000-08:002017-01-01T23:18:13.131-08:001980 - 2012 Stock Market Returns for Various IndicesI have posted charts showing annual
stock market and bond market returns for various indices in recent years for the time
periods from 1980-2006, 1980-2007, 1980-2008, 1980-2009, and 1980-2010, and 1980-2011. Shown below is an updated chart including returns from 2012 as shown below (click on the image for a larger view).
The
chart shown below illustrates returns for small cap indices (Jimhttp://www.blogger.com/profile/17275657546603193142noreply@blogger.com3