一張表比較標普500,那斯達克,道瓊,費城半導體指數成立以來歷年報酬數字和年化報酬率

指數

註:所有數字皆不包括股利。

如何查詢這四個指數的報酬?

您可以點選投資工具,就可連上我的網站,點選您要查詢的指數世界主要指數,輸入起始和結束兩組數字,就可以得到兩個年代間,該指數的過去年化報酬率了。如果輸入起始和結束兩組數字相同,則可以取得該年度的這個指數的報度報酬率。

美股投資工具列表整理

以下是這些投資人必備工具的列表:

我所開發的線上工具程式該工具的網絡連結網址
詳細功能說明,請直接點選說明文章
年化報酬率和複利
年化報酬率(IRR)計算器年化投資報酬率(IRR)計算器年化投資報酬率(IRR)計算器》的說明文章
單利和複利計算器單利和複利計算器單利和複利計算器》的說明文章
主要市場指數年化報酬率查詢
台股指數台灣指數,台股年化報酬率查詢器台灣指數,台股年化報酬率查詢器》的說明文章
道瓊指數道瓊工業指數年化報酬率查詢器道瓊工業指數歷年年化報酬率查詢器》的說明文章
標普500指數標普500指數年化報酬率查詢器標普500指數年化報酬率查詢器》的說明文章
那斯達克指數那斯達克指數年化報酬率查詢器那斯達克指數歷年年化報酬率查詢器》說的說明文章
費城半導體指數費城半導體指數年化報酬率查詢器費城半導體指數歷年年化報酬率查詢器》的說明文章
主要經濟數據查詢
美國歷年國內⽣產總值(GDP)查詢美國歷年國內生產總值GDP查詢器美國歷年國內生產總值GDP查詢器的說明文章
美國歷年通貨膨脹率查詢美國歷年通貨膨脹率查詢器美國歷年通貨膨脹率查詢器的說明文章
估值
企業現⾦流量折現法(DCF)計算器現金流量折現法(DCF)計算器現金流量折現法(DCF)計算器的說明文章
標普500歷年本益比查詢和平均值標普500歷年本益比和平均值查詢器標普500歷年本益比和平均值查詢的說明文章
資料分享
檔案和範例下載本站範例和檔案下載本站範例和檔案下載》的說明文章

市場上對應的大盤ETF

關於這幾個主要指數的介紹,請參見我的先前文章《美股大盤十大ETF和主要的6大美股大盤指數》。

以下即為市場上,較著名對應的大盤ETF列表:

美股主要市場指數追蹤該指數最著名的大盤ETF查詢該指數的年化報酬、特定年份報酬率的工具網址(選選即可連至我所開發的工具)
道瓊DIA道瓊工業指數年化報酬率查詢
標普500SPY、IVV、VOO標普500指數年化報酬率查詢
那斯達克QQQ那斯達克指數年化報酬率查詢
費城半導體SOXX費城半導體指數年化報酬率查詢

一張表比較美股四大指數

年度道瓊道瓊標普500標普500那斯達克那斯達克費城半導體費城半導體
 年報酬累計年化報酬年報酬累計年化報酬年報酬累計年化報酬年報酬累計年化報酬
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%

年化報酬

四大主要指數自成立以來到去年年底為止的年化報酬率分別為:

  • 道瓊指數,創立至2023年為止共138年:5.54%
  • 標普500,創立至2023年為止53年:7.59%
  • 那斯達克,創立至2023年為止共52年:9.95%
  • 費城半導體,創立至2023年為止共29年:10.66%

指數
Credit: NBCNews.com

相關文章

重要聲明

  • 本站內容為作者個人意見,僅供參考,本人不對文章內容、資料之正確性、看法、與即時性負任何責任,讀者請務必自行判斷。
  • 對於讀者直接或間接依賴並參考本站資訊後,採取任何投資行為所導致之直接或間接損失,或因此產生之一切責任,本人均不負任何損害賠償及其他法律上之責任。

發佈留言

發佈留言必須填寫的電子郵件地址不會公開。 必填欄位標示為 *

error: Content is protected !!