|
|
Annualized Index Return
|
Potential Value of $1,000
|
| 30-Year Period (Apr. 1995 - Mar. 2025) |
|
|
| Staying Invested |
10.42% |
$ 19,567 |
| Missing Top 5 Months |
8.55% |
$ 11,715 |
| Missing Top 10 Months |
7.01% |
$ 7,626 |
| Missing Top 15 Months |
5.61% |
$ 5,146 |
| Missing Top 20 Months |
4.31% |
$ 3,551 |
| |
|
|
| 20-Year Period (Apr. 2005 - Mar. 2025) |
|
|
| Staying Invested |
10.23% |
$ 7,018 |
| Missing Top 5 Months |
7.47% |
$ 4,224 |
| Missing Top 10 Months |
5.26% |
$ 2,787 |
| Missing Top 15 Months |
3.41% |
$ 1,954 |
| Missing Top 20 Months |
1.75% |
$ 1,415 |
| |
|
|
| 10-Year Period (Apr. 2015 - Mar. 2025) |
|
|
| Staying Invested |
12.50% |
$ 3,248 |
| Missing Top 5 Months |
7.22% |
$ 2,008 |
| Missing Top 10 Months |
3.43% |
$ 1,401 |
| Missing Top 15 Months |
0.34% |
$ 1,034 |
| Missing Top 20 Months |
-2.25% |
$ 796 |
|
