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Calendar-Year Returns, Past 10 Years
This chart displays the performance of large-cap stocks, midcap stocks, small-cap stocks, and bonds over the past 10 calendar years.
Stocks vs. Private Real Estate, Past 20 Years
Over the past 20 years, stocks, as measured by the S&P 500 Index, have generally outperformed real estate, as represented by the total returns of the NCREIF Property Index, although real estate has outperformed in most years this decade.
Calendar-Year Returns, Past 25 Years
This chart shows the performance of the index representing calendar-year performance of stocks and average calendar-year returns on stocks over the past 25 years.
Calendar-Year Returns, Past 30 Years
This chart displays the indexes representing the performance of stocks, bonds, cash, and inflation over the past 30 years. The return shown for 2025 is through March 31.
Returns by Decade Since 1926
This chart displays indexes representing the performance of stocks, bonds, cash, and inflation over each decade since 1926. The first and final decades may not cover exactly 10 years.
Returns by Decade Since 1970
This chart displays indexes representing the performance of stocks, bonds, cash, and inflation over each decade since 1970. The final decade may not cover exactly 10 years.
Holding Period Returns, Past 30 Years
This chart displays indexes representing the performance of stocks, bonds, cash, and inflation during various intervals over the past 30 years.
Growth of $1 Invested Since March 31, 2005
This chart shows the potential growth of $1 investments in stocks, bonds, cash, and inflation, assuming that the investments mirrored the performance of their indicated benchmarks.
Highest and Lowest Returns Over Various Holding Periods, Past 30 Years
This chart shows the performance of indexes representing the range of returns for stocks and bonds during the indicated periods (1 year, 3 years, etc.) through March 31, 2025.
Risk and Return, Past 10 Years
This chart illustrates the historical relationship between risk and return for indexes representing the indicated asset types over the 10-year period ended March 31, 2025.
Growth of $1 Invested Since March 31, 1995
This chart shows the potential growth of $1 investments in stocks, bonds, cash, and inflation, assuming that the investments mirrored the performance of their indicated benchmarks.