一张表比较标普500,那斯达克,道琼,费城半导体指数成立以来历年报酬数字和年化报酬率

指数

注:所有数字皆不包括股利。

如何查询这四个指数的报酬?

您可以点选投资工具,就可连上我的网站,点选您要查询的指数世界主要指数,输入起始和结束两组数字,就可以得到两个年代间,该指数的过去年化报酬率了。如果输入起始和结束两组数字相同,则可以取得该年度的这个指数的报度报酬率。

美股投资工具列表整理

以下是这些投资人必备工具的列表:

我所开发的线上工具程式该工具的网路连结网址
详细功能说明,请直接点选说明文章
年化报酬率和复利
年化报酬率(IRR)计算器年化投资报酬率(IRR)计算器年化投资报酬率(IRR)计算器》的说明文章
单利和复利计算器单利和复利计算器单利和复利计算器》的说明文章
主要市场指数年化报酬率查询
台股指数台湾指数,台股年化报酬率查询器台湾指数,台股年化报酬率查询器》的说明文章
道琼指数道琼工业指数年化报酬率查询器道琼工业指数历年年化报酬率查询器》的说明文章
标普500指数标普500指数年化报酬率查询器标普500指数年化报酬率查询器》的说明文章
那斯达克指数那斯达克指数年化报酬率查询器那斯达克指数历年年化报酬率查询器》说的说明文章
费城半导体指数费城半导体指数年化报酬率查询器费城半导体指数历年年化报酬率查询器》的说明文章
主要经济数据查询
美国历年国内⽣产总值(GDP)查询美国历年国内生产总值GDP查询器美国历年国内生产总值GDP查询器的说明文章
美国历年通货膨胀率查询美国历年通货膨胀率查询器美国历年通货膨胀率查询器的说明文章
估值
企业现⾦流量折现法(DCF)计算器现金流量折现法(DCF)计算器现金流量折现法(DCF)计算器的说明文章
标普500历年本益比查询和平均值标普500历年本益比和平均值查询器标普500历年本益比和平均值查询的说明文章
资料分享
档案和范例下载本站范例和档案下载本站范例和档案下载》的说明文章

市场上对应的大盘ETF

关于这几个主要指数的介绍,请参见我的先前文章《美股大盘十大ETF和主要的6大美股大盘指数》。

以下即为市场上,较著名对应的大盘ETF列表:

美股主要市场指数追踪该指数最著名的大盘ETF查询该指数的年化报酬、特定年份报酬率的工具网址(选选即可连至我所开发的工具)
道琼DIA道琼工业指数年化报酬率查询
标普500SPY、IVV、VOO标普500指数年化报酬率查询
那斯达克QQQ那斯达克指数年化报酬率查询
费城半导体SOXX费城半导体指数年化报酬率查询

一张表比较美股四大指数

年度道琼道琼标普500标普500那斯达克那斯达克费城半导体费城半导体
 年报酬累计年化报酬年报酬累计年化报酬年报酬累计年化报酬年报酬累计年化报酬
188538.05%38.05%      
18864.44%20.07%      
1887-8.41%9.71%      
18884.82%8.47%      
18895.51%7.87%      
1890-14.15%3.84%      
189117.63%5.71%      
18926.58%5.82%      
1893-24.59%1.91%      
1894-0.57%1.66%      
18952.28%1.71%      
1896-1.70%1.42%      
189722.02%2.88%      
189822.48%4.17%      
18999.19%4.49%      
19007.01%4.65%      
1901-8.70%3.81%      
1902-0.42%3.57%      
1903-23.61%1.93%      
190441.76%3.62%      
190538.19%5.05%      
1906-1.92%4.72%      
1907-37.73%2.38%      
190846.63%3.93%      
190914.98%4.35%      
1910-17.85%3.39%      
19110.39%3.28%      
19127.58%3.43%      
1913-10.35%2.92%      
1914-5.09%2.64%      
191581.66%4.55%      
1916-4.19%4.27%      
1917-21.71%3.37%      
191810.51%3.57%      
191930.45%4.25%      
1920-32.90%2.99%      
192112.72%3.24%      
192221.74%3.69%      
1923-3.25%3.50%      
192426.16%4.02%      
192530.00%4.58%      
19260.34%4.48%      
192728.75%4.99%      
192848.22%5.82%      
1929-17.17%5.24%      
1930-33.77%4.19%      
1931-52.67%2.45%      
1932-23.07%1.84%      
193366.69%2.87%      
19344.14%2.90%      
193538.53%3.50%      
193624.82%3.87%      
1937-32.82%3.02%      
193828.06%3.44%      
1939-2.92%3.32%      
1940-12.72%3.01%      
1941-15.38%2.65%      
19427.61%2.74%      
194313.81%2.91%      
194412.09%3.06%      
194526.65%3.41%      
1946-8.14%3.21%      
19472.23%3.20%      
1948-2.13%3.11%      
194912.88%3.26%      
195017.63%3.46%      
195114.37%3.61%      
19528.42%3.68%      
1953-3.77%3.57%      
195443.96%4.06%      
195520.77%4.28%      
19562.27%4.25%      
1957-12.77%4.00%      
195833.96%4.35%      
195916.40%4.50%      
1960-9.34%4.31%      
196118.71%4.48%      
1962-10.81%4.27%      
196317.00%4.42%      
196414.57%4.55%      
196510.88%4.62%      
1966-18.94%4.30%      
196715.20%4.42%      
19684.27%4.42%      
1969-15.19%4.16%      
19704.82%4.17%0.10%0.10%    
19716.11%4.19%10.79%5.31%14.12%14.12%  
197214.58%4.31%15.63%8.64%17.18%15.64%  
1973-16.58%4.05%-17.37%1.46%-31.06%-2.67%  
1974-27.57%3.63%-29.72%-5.73%-35.11%-12.05%  
197538.32%3.96%31.55%-0.34%29.76%-4.94%  
197617.86%4.10%19.15%2.23%26.10%-0.36%  
1977-17.27%3.84%-11.50%0.41%7.33%0.71%  
1978-3.15%3.77%1.06%0.48%12.31%2.09%  
19794.19%3.77%12.31%1.60%28.70%4.75%  
198014.93%3.88%25.77%3.59%33.26%7.30%  
1981-9.23%3.74%-9.73%2.41%-3.21%6.30%  
198219.60%3.89%14.76%3.31%18.67%7.28%  
198320.27%4.04%17.27%4.25%19.87%8.20%  
1984-3.74%3.96%1.40%4.06%-11.31%6.68%  
198527.66%4.17%26.33%5.33%31.49%8.17%  
198622.58%4.34%14.62%5.85%7.36%8.12%  
19872.26%4.32%2.03%5.64%-5.25%7.29%  
198811.85%4.39%12.40%5.98%15.40%7.72%  
198926.96%4.58%27.25%6.96%19.24%8.30%  
1990-4.34%4.49%-6.56%6.27%-17.81%6.82%  
199120.32%4.63%26.31%7.11%56.86%8.79%  
19924.17%4.63%4.46%6.99%15.45%9.08%  
199313.72%4.71%7.06%6.99%14.75%9.32%  
19942.14%4.68%-1.54%6.64%-3.20%8.77%-29.99%-29.99%
199533.45%4.91%34.11%7.58%39.92%9.87%43.24%0.14%
199626.01%5.08%20.26%8.03%22.71%10.34%20.82%6.61%
199722.64%5.23%31.01%8.78%21.64%10.74%7.89%6.93%
199816.10%5.32%26.67%9.35%39.63%11.66%32.27%11.57%
199925.22%5.48%19.53%9.67%85.59%13.63%100.98%23.07%
2000-6.18%5.37%-10.14%8.97%-39.29%11.28%-17.08%16.32%
2001-7.10%5.26%-13.04%8.20%-21.05%10.06%-6.56%13.18%
2002-16.76%5.05%-23.37%7.08%-31.53%8.44%-46.19%4.21%
200325.32%5.20%26.38%7.60%50.01%9.51%75.85%9.80%
20043.15%5.19%8.99%7.64%8.59%9.48%-15.41%7.23%
2005-0.61%5.14%3.00%7.51%1.37%9.24%11.18%7.55%
200616.29%5.23%13.62%7.67%9.52%9.25%-2.60%6.74%
20076.43%5.23%3.53%7.56%9.81%9.26%-12.21%5.26%
2008-33.84%4.84%-38.49%6.03%-40.54%7.53%-48.47%0.36%
200918.82%4.95%23.45%6.43%43.89%8.33%71.06%3.76%
201011.02%4.99%12.78%6.58%16.91%8.54%14.09%4.34%
20115.53%5.00%0.00%6.42%-1.80%8.28%-11.61%3.39%
20127.26%5.02%13.41%6.58%15.91%8.45%3.46%3.39%
201326.50%5.17%29.60%7.05%38.32%9.07%41.05%5.01%
20147.52%5.18%11.39%7.15%13.40%9.16%29.99%6.08%
2015-2.23%5.13%-0.73%6.97%5.73%9.09%-2.59%5.67%
201613.42%5.19%9.54%7.03%7.50%9.05%34.67%6.79%
201725.08%5.32%19.42%7.27%28.24%9.43%38.23%7.95%
2018-5.63%5.24%-6.24%6.98%-3.88%9.13%-8.43%7.24%
201922.34%5.35%28.88%7.37%35.23%9.61%60.75%8.92%
20207.25%5.37%16.26%7.54%43.64%10.21%50.93%10.24%
202118.73%5.46%26.89%7.89%23.20%10.45%41.97%11.24%
20228.78%5.48%-19.44%7.29%-33.1%9.39%-10.17%9.15%
202313.7%5.54%24.23%7.59%43.6%9.95%65%10.66%

年化报酬

四大主要指数自成立以来到去年年底为止的年化报酬率分别为:

  • 道琼指数,创立至2023年为止共138年:5.54%
  • 标普500,创立至2023年为止53年:7.59%
  • 那斯达克,创立至2023年为止共52年:9.95%
  • 费城半导体,创立至2023年为止共29年:10.66%

指数
Credit: NBCNews.com

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