A table comparing S&P 500, Nasdaq, Dow Jones, Philadelphia Semiconductor Index over the years since its inception and annualized returns

Index

Note: All figures exclude dividends.

How to query the performance of these indices?

You can click on the investment tool, you can connect to my website, click on the index you want to query the major index, enter the starting and ending numbers, you can get the past annualized return of the index between the two years rate. If you enter the same starting and ending numbers, you can get the reported rate of return of the index for that year.

The corresponding ETFs in the market

For an introduction to these major indices, see my previous article”Top 10 ETFs and important major US stock market index

The following is a list of well-known large-cap ETFs on the market:

Major indexCorresponding ETFsThe tool to look up the annualized return of the index, or get the rate of return for a specific year (click the link)
Dow Jones Industrial AverageDIADow Jones Industrial Average IRR Query
S&P 500 IndexSPY、IVV、VOOS&P 500 Index IRR Query
Nasdaq indexQQQNasdaq Index IRR Query
Philadelphia Semiconductor indexSOXXPhiladelphia Semiconductor Index IRR Query

A table of 4 major market index

YearDJIADJIAS&P500S&P500NasdaqNasdaqPHLXPHLX
 ReturnIRRReturnIRRReturnIRRReturnIRR
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%

Annualized return rate since inception

Excluding dividends, the annualized returns of the four major indices since inception to the end of last year are:

  • Dow Jones, 138 years to 2023: 5.54%
  • S&P 500, 53 years through 2023: 7.59%
  • Nasdaq, 52 years until 2023: 9.95%
  • Philadelphia Semiconductor, 29 years until 2023:10.66%

Table for stock investment toolset

Here is a list of these must-have tools for investors:

The online tool I developURL for the tool
For detailed function description, please click the description article directly
Annualized rate of return and compound interest
IRR calculatorIRR calculatorIRR calculator
Simple and compound interest calculatorSimple and compound interest calculator Simple and compound interest calculator
Famous market index
Taiwan stock exchangeQuerier to Annualized rate of return for Taiwan Stock Exchange Querier to Annualized rate of return for Taiwan Stock Exchange
Dow Jones Industrial Average (DJIA) IndexQuerier to Annualized rate of return for Dow Jones Industrial Average Index Querier to Annualized rate of return for Dow Jones Industrial Average (DJIA) Index
S&P 500Querier to Annualized rate of return for S&P 500 Index Querier to Annualized rate of return for S&P 500 Index
NasdaqQuerier to Annualized rate of return for Nasdaq Index Querier to Annualized rate of return for Nasdaq Index
Philadelphia Semiconductor Index Querier to Annualized rate of return for Philadelphia Semiconductor Index Querier to Annualized rate of return for Philadelphia Semiconductor Index (SOX)
Important ecnomic data query
US historial GDP querierUS GDP querier US Gross domestic product (GDP) querier
Querier of US Inflation RateQuerier of US Inflation Rate Querier of US Inflation Rate
Valuation
DCF (Discounted Cash Flow) CalculatorDCF (Discounted Cash Flow) Calculator DCF (Discounted Cash Flow) Calculator
S&P 500 historical PE Ratio and average QuerierS&P 500 historical PE Ratio and average Querier S&P 500 P/E ratio has been rising in the past century, S&P 500 PE Ratio and Average Querier
Data share
Data and sample downloadSample and file downloadSample and file download
Index
Credit: CNBCNews.com

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