Annual Returns
| Year | Small Company Stocks Total Returns | Large Company Stocks Total Returns | U.S. Treasury Bills | Intermdiate -Term Government Bonds | Intermdiate -Term Government Bonds Income | Intermdiate Term Government Bonds Capital Appreciation | Long-Term Government Bonds | Long-Term Government Bonds Income | Long-Term Government Bonds Capital Appreciation | Long-Term Corporate Bonds | Inflation | Fama French Large Value Stocks | Fama French Small Growth Stocks | Fama French Small Value Stocks | Fama French Large Growth Stocks |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1926 | 0.28% | 11.62% | 3.03% | 5.38% | 3.78% | 1.51% | 7.77% | 3.73% | 3.91% | 7.37% | -1.49% | N/A | N/A | N/A | N/A |
| 1927 | 22.10% | 37.49% | 3.12% | 4.52% | 3.49% | 0.96% | 8.93% | 3.41% | 5.40% | 7.44% | -2.08% | N/A | N/A | N/A | N/A |
| 1928 | 39.69% | 43.61% | 3.56% | 0.92% | 3.64% | -2.73% | 0.10% | 3.22% | -3.12% | 2.84% | -0.97% | 23.63% | 34.86% | 40.96% | 48.05% |
| 1929 | -51.36% | -8.42% | 4.75% | 6.01% | 4.07% | 1.77% | 3.42% | 3.47% | -0.20% | 3.27% | 0.20% | -3.93% | -44.23% | -35.77% | -21.07% |
| 1930 | -38.15% | -24.90% | 2.41% | 6.72% | 3.30% | 3.30% | 4.66% | 3.32% | 1.28% | 7.98% | -6.03% | -43.16% | -35.85% | -46.38% | -26.44% |
| 1931 | -49.75% | -43.34% | 1.07% | -2.32% | 3.16% | -5.40% | -5.31% | 3.33% | -8.46% | -1.85% | -9.52% | -58.24% | -42.70% | -51.87% | -36.96% |
| 1932 | -5.39% | -8.19% | 0.96% | 8.81% | 3.63% | 5.02% | 16.84% | 3.69% | 12.94% | 10.82% | -10.30% | -3.26% | -5.25% | 1.35% | -7.93% |
| 1933 | 142.87% | 53.99% | 0.30% | 1.83% | 2.83% | -0.99% | -0.07% | 3.12% | -3.14% | 10.38% | 0.51% | 116.91% | 159.41% | 118.69% | 44.65% |
| 1934 | 24.22% | -1.44% | 0.16% | 9.00% | 2.93% | 5.97% | 10.03% | 3.18% | 6.76% | 13.84% | 2.03% | -21.51% | 35.89% | 8.51% | 11.06% |
| 1935 | 40.19% | 47.67% | 0.17% | 7.01% | 2.02% | 4.94% | 4.98% | 2.81% | 2.14% | 9.61% | 2.99% | 51.14% | 48.34% | 53.16% | 42.22% |
| 1936 | 64.80% | 33.92% | 0.18% | 3.06% | 1.44% | 1.60% | 7.52% | 2.77% | 4.64% | 6.74% | 1.21% | 48.12% | 37.10% | 73.19% | 26.46% |
| 1937 | -58.01% | -35.03% | 0.31% | 1.56% | 1.48% | 0.05% | 0.23% | 2.66% | -2.48% | 2.75% | 3.10% | -41.07% | -48.64% | -51.47% | -34.12% |
| 1938 | 32.80% | 31.12% | -0.02% | 6.23% | 1.82% | 4.37% | 5.53% | 2.64% | 2.83% | 6.13% | -2.78% | 25.20% | 43.81% | 26.21% | 33.20% |
| 1939 | 0.35% | -0.41% | 0.02% | 4.52% | 1.31% | 3.18% | 5.94% | 2.40% | 3.48% | 3.97% | -0.48% | -12.51% | 10.72% | -3.55% | 7.73% |
| 1940 | -5.16% | -9.78% | 0.00% | 2.96% | 0.90% | 2.04% | 6.09% | 2.23% | 3.77% | 3.39% | 0.96% | -2.62% | 0.57% | -9.83% | -9.81% |
| 1941 | -9.00% | -11.59% | 0.06% | 0.50% | 0.67% | -0.17% | 0.93% | 1.94% | -1.01% | 2.73% | 9.72% | -0.88% | -17.34% | -4.82% | -12.67% |
| 1942 | 44.51% | 20.34% | 0.27% | 1.94% | 0.76% | 1.17% | 3.22% | 2.46% | 0.74% | 2.60% | 9.29% | 33.71% | 16.76% | 35.00% | 13.17% |
| 1943 | 88.37% | 25.90% | 0.35% | 2.81% | 1.56% | 1.23% | 2.08% | 2.44% | -0.37% | 2.83% | 3.16% | 44.02% | 45.08% | 91.82% | 22.04% |
| 1944 | 53.72% | 19.75% | 0.33% | 1.80% | 1.44% | 0.35% | 2.81% | 2.46% | 0.32% | 4.73% | 2.11% | 41.98% | 41.23% | 49.71% | 16.11% |
| 1945 | 73.61% | 36.44% | 0.33% | 2.22% | 1.19% | 1.02% | 10.73% | 2.34% | 8.27% | 4.08% | 2.25% | 49.06% | 64.28% | 74.61% | 31.95% |
| 1946 | -11.63% | -8.07% | 0.35% | 1.00% | 1.08% | -0.08% | -0.10% | 2.04% | -2.15% | 1.72% | 18.16% | -8.29% | -12.40% | -7.36% | -8.29% |
| 1947 | 0.92% | 5.71% | 0.50% | 0.91% | 1.21% | -0.30% | -2.62% | 2.13% | -4.70% | -2.34% | 9.01% | 8.66% | -8.38% | 5.34% | 4.10% |
| 1948 | -2.11% | 5.50% | 0.81% | 1.85% | 1.56% | 0.27% | 3.40% | 2.40% | 0.96% | 4.14% | 2.71% | 5.09% | -7.16% | -2.30% | 3.35% |
| 1949 | 19.75% | 18.79% | 1.10% | 2.32% | 1.36% | 0.95% | 6.45% | 2.25% | 4.15% | 3.31% | -1.80% | 18.71% | 23.52% | 21.04% | 23.31% |
| 1950 | 38.75% | 31.71% | 1.20% | 0.70% | 1.39% | -0.69% | 0.06% | 2.12% | -2.06% | 2.12% | 5.79% | 55.22% | 31.01% | 52.16% | 23.11% |
| 1951 | 7.80% | 24.02% | 1.49% | 0.36% | 1.98% | -1.63% | -3.93% | 2.38% | -6.27% | -2.69% | 5.87% | 14.36% | 16.26% | 12.27% | 20.05% |
| 1952 | 3.03% | 18.37% | 1.66% | 1.63% | 2.19% | -0.57% | 1.16% | 2.66% | -1.48% | 3.52% | 0.88% | 19.54% | 8.55% | 8.59% | 13.38% |
| 1953 | -6.49% | -0.99% | 1.82% | 3.23% | 2.55% | 0.61% | 3.64% | 2.84% | 0.67% | 3.41% | 0.62% | -7.04% | -0.68% | -6.92% | 2.29% |
| 1954 | 60.58% | 52.62% | 0.86% | 2.68% | 1.60% | 1.08% | 7.19% | 2.79% | 4.35% | 5.39% | -0.50% | 77.32% | 43.20% | 63.43% | 47.79% |
| 1955 | 20.44% | 31.56% | 1.57% | -0.65% | 2.45% | -3.10% | -1.29% | 2.75% | -4.07% | 0.48% | 0.37% | 29.78% | 13.95% | 23.47% | 28.50% |
| 1956 | 4.28% | 6.56% | 2.46% | -0.42% | 3.05% | -3.45% | -5.59% | 2.99% | -8.46% | -6.81% | 2.86% | 3.37% | 7.65% | 5.98% | 6.52% |
| 1957 | -14.57% | -10.78% | 3.14% | 7.84% | 3.59% | 4.05% | 7.46% | 3.44% | 3.82% | 8.71% | 3.02% | -22.72% | -16.99% | -15.90% | -9.14% |
| 1958 | 64.89% | 43.36% | 1.54% | -1.29% | 2.93% | -4.17% | -6.09% | 3.27% | -9.23% | -2.22% | 1.76% | 72.30% | 75.22% | 69.67% | 41.62% |
| 1959 | 16.40% | 11.96% | 2.95% | -0.39% | 4.18% | -4.56% | -2.26% | 4.01% | -6.20% | -0.97% | 1.50% | 18.82% | 21.42% | 17.42% | 13.15% |
| 1960 | -3.29% | 0.47% | 2.66% | 11.76% | 4.15% | 7.42% | 13.78% | 4.26% | 9.29% | 9.07% | 1.48% | -8.56% | -1.78% | -6.02% | -2.36% |
| 1961 | 32.09% | 26.89% | 2.13% | 1.85% | 3.54% | -1.72% | 0.97% | 3.83% | -2.86% | 4.82% | 0.67% | 28.89% | 22.20% | 30.85% | 26.43% |
| 1962 | -11.90% | -8.73% | 2.73% | 5.56% | 3.73% | 1.73% | 6.89% | 4.00% | 2.78% | 7.95% | 1.22% | -3.09% | -22.33% | -9.47% | -10.89% |
| 1963 | 23.57% | 22.80% | 3.12% | 1.64% | 3.71% | -2.10% | 1.21% | 3.89% | -2.70% | 2.19% | 1.65% | 32.35% | 7.98% | 28.34% | 21.88% |
| 1964 | 23.52% | 16.48% | 3.54% | 4.04% | 4.00% | -0.03% | 3.51% | 4.15% | -0.72% | 4.77% | 1.19% | 19.16% | 8.13% | 22.90% | 14.48% |
| 1965 | 41.75% | 12.45% | 3.93% | 1.02% | 4.15% | -3.10% | 0.71% | 4.19% | -3.45% | -0.46% | 1.92% | 22.42% | 39.99% | 42.50% | 13.36% |
| 1966 | -7.01% | -10.06% | 4.76% | 4.69% | 4.93% | -0.41% | 3.65% | 4.49% | -1.06% | 0.20% | 3.35% | -10.21% | -5.32% | -7.66% | -10.77% |
| 1967 | 83.57% | 23.98% | 4.21% | 1.01% | 4.88% | -3.85% | -9.18% | 4.59% | -13.55% | -4.95% | 3.04% | 31.74% | 88.42% | 67.55% | 29.17% |
| 1968 | 35.97% | 11.06% | 5.21% | 4.54% | 4.49% | -0.99% | -0.26% | 5.50% | -5.51% | 2.57% | 4.72% | 27.08% | 32.73% | 45.81% | 4.03% |
| 1969 | -25.05% | -8.50% | 6.58% | -0.74% | 6.65% | -7.27% | -5.07% | 5.95% | -10.83% | -8.09% | 6.11% | -16.39% | -23.68% | -25.84% | 2.88% |
| 1970 | -17.43% | 3.86% | 6.52% | 16.86% | 7.49% | 8.71% | 12.11% | 6.74% | 4.84% | 18.37% | 5.49% | 10.63% | -20.25% | 6.62% | -5.65% |
| 1971 | 16.50% | 14.30% | 4.39% | 8.72% | 5.75% | 2.72% | 13.23% | 6.32% | 6.61% | 11.01% | 3.36% | 12.55% | 25.86% | 14.77% | 23.94% |
| 1972 | 4.43% | 18.99% | 3.84% | 5.16% | 5.75% | -0.75% | 5.69% | 5.87% | -0.35% | 7.26% | 3.41% | 18.62% | 0.39% | 7.28% | 21.32% |
| 1973 | -30.90% | -14.69% | 6.93% | 4.61% | 6.58% | -2.19% | -1.11% | 6.51% | -7.70% | 1.14% | 8.80% | -3.67% | -45.07% | -27.23% | -21.79% |
| 1974 | -19.95% | -26.47% | 8.00% | 5.69% | 7.24% | -1.99% | 4.35% | 7.27% | -3.45% | -3.06% | 12.20% | -23.40% | -31.90% | -19.02% | -29.24% |
| 1975 | 52.82% | 37.23% | 5.80% | 7.83% | 7.35% | 0.12% | 9.20% | 7.99% | 0.73% | 14.64% | 7.01% | 55.90% | 61.32% | 57.12% | 34.44% |
| 1976 | 57.38% | 23.93% | 5.08% | 12.87% | 7.10% | 5.25% | 16.75% | 7.89% | 8.07% | 18.65% | 4.81% | 44.62% | 38.20% | 59.13% | 17.54% |
| 1977 | 25.38% | -7.16% | 5.12% | 1.41% | 6.49% | -5.15% | -0.69% | 7.14% | -7.86% | 1.71% | 6.77% | 1.64% | 19.35% | 23.82% | -9.46% |
| 1978 | 23.46% | 6.57% | 7.18% | 3.49% | 7.83% | -4.49% | -1.18% | 7.90% | -9.05% | -0.07% | 9.03% | 3.48% | 17.65% | 22.12% | 7.00% |
| 1979 | 43.46% | 18.61% | 10.38% | 4.09% | 9.04% | -5.07% | -1.23% | 8.86% | -9.84% | -4.18% | 13.31% | 22.67% | 48.84% | 38.33% | 16.59% |
| 1980 | 39.88% | 32.50% | 11.24% | 3.91% | 10.55% | -6.81% | -3.95% | 9.97% | -14.00% | -2.76% | 12.40% | 16.45% | 52.66% | 22.28% | 35.20% |
| 1981 | 13.88% | -4.92% | 14.71% | 9.45% | 12.97% | -4.55% | 1.86% | 11.55% | -10.33% | -1.24% | 8.94% | 12.80% | -11.53% | 17.68% | -7.13% |
| 1982 | 28.01% | 21.55% | 10.54% | 29.10% | 12.81% | 14.23% | 40.36% | 13.50% | 23.95% | 42.56% | 3.87% | 27.67% | 19.72% | 39.86% | 21.48% |
| 1983 | 39.67% | 22.56% | 8.80% | 7.41% | 10.35% | -3.30% | 0.65% | 10.38% | -9.82% | 6.26% | 3.80% | 26.92% | 22.12% | 47.58% | 14.67% |
| 1984 | -6.67% | 6.27% | 9.85% | 14.02% | 11.68% | 1.22% | 15.48% | 11.74% | 2.32% | 16.86% | 3.95% | 16.17% | -12.84% | 7.52% | -0.72% |
| 1985 | 24.66% | 31.73% | 7.72% | 20.33% | 10.29% | 9.01% | 30.97% | 11.25% | 17.84% | 30.09% | 3.77% | 31.75% | 29.81% | 32.12% | 32.64% |
| 1986 | 6.85% | 18.67% | 6.16% | 15.14% | 7.72% | 6.99% | 24.53% | 8.98% | 14.99% | 19.85% | 1.13% | 21.82% | 1.95% | 14.50% | 14.38% |
| 1987 | -9.30% | 5.25% | 5.47% | 2.90% | 7.47% | -4.75% | -2.71% | 7.92% | -10.69% | -0.27% | 4.41% | -2.76% | -12.24% | -7.12% | 7.43% |
| 1988 | 22.87% | 16.61% | 6.35% | 6.10% | 8.24% | -2.26% | 9.67% | 8.97% | 0.36% | 10.70% | 4.42% | 25.96% | 16.63% | 30.76% | 12.53% |
| 1989 | 10.18% | 31.69% | 8.37% | 13.29% | 8.46% | 4.34% | 18.11% | 8.81% | 8.62% | 16.23% | 4.65% | 29.70% | 20.58% | 15.70% | 36.11% |
| 1990 | -21.56% | -3.10% | 7.81% | 9.73% | 8.15% | 1.02% | 6.18% | 8.19% | -2.61% | 6.78% | 6.11% | -12.75% | -17.74% | -25.13% | 1.06% |
| 1991 | 44.63% | 30.47% | 5.60% | 15.46% | 7.43% | 7.36% | 19.30% | 8.22% | 10.10% | 19.89% | 3.06% | 27.35% | 54.73% | 40.56% | 43.33% |
| 1992 | 23.35% | 7.62% | 3.51% | 7.19% | 6.27% | 0.64% | 8.05% | 7.26% | 0.34% | 9.39% | 2.90% | 23.57% | 5.82% | 34.76% | 6.41% |
| 1993 | 20.98% | 10.08% | 2.90% | 11.24% | 5.53% | 5.56% | 18.24% | 7.17% | 10.71% | 13.19% | 2.75% | 19.51% | 12.64% | 29.41% | 2.38% |
| 1994 | 3.11% | 1.32% | 3.90% | -5.14% | 6.07% | -11.14% | -7.77% | 6.59% | -14.29% | -5.76% | 2.67% | -5.78% | -4.36% | 3.21% | 1.95% |
| 1995 | 34.46% | 37.58% | 5.60% | 16.80% | 6.69% | 9.66% | 31.67% | 7.60% | 23.04% | 27.20% | 2.54% | 37.68% | 35.13% | 27.69% | 37.16% |
| 1996 | 17.62% | 22.96% | 5.21% | 2.10% | 5.82% | -3.90% | -0.93% | 6.18% | -7.37% | 1.40% | 3.32% | 13.35% | 12.36% | 20.71% | 21.25% |
| 1997 | 22.78% | 33.36% | 5.26% | 8.38% | 6.14% | 1.95% | 15.85% | 6.64% | 8.51% | 12.95% | 1.70% | 31.88% | 15.29% | 37.29% | 31.61% |
| 1998 | -7.31% | 28.58% | 4.86% | 10.21% | 5.29% | 4.66% | 13.06% | 5.83% | 6.89% | 10.76% | 1.61% | 16.23% | 3.04% | -8.63% | 34.64% |
| 1999 | 29.79% | 21.04% | 4.68% | -1.77% | 5.30% | -7.06% | -8.96% | 5.57% | -14.35% | -7.45% | 2.68% | -0.22% | 54.75% | 5.59% | 29.43% |
| 2000 | -3.59% | -9.10% | 5.89% | 12.59% | 6.19% | 5.94% | 21.48% | 6.50% | 14.36% | 12.87% | 3.39% | 5.80% | -24.15% | -0.80% | -13.63% |
| 2001 | 22.77% | -11.89% | 3.83% | 7.62% | 4.27% | 3.23% | 3.70% | 5.53% | -1.89% | 10.65% | 1.55% | -1.18% | 0.16% | 40.24% | -15.59% |
| 2002 | -13.28% | -22.10% | 1.65% | 12.93% | 3.98% | 8.65% | 17.84% | 5.59% | 11.69% | 16.33% | 2.38% | -32.53% | -30.87% | -12.41% | -21.50% |
| 2003 | 60.70% | 28.68% | 1.02% | 2.40% | 2.85% | -0.48% | 1.45% | 4.80% | -3.36% | 5.27% | 1.88% | 35.07% | 53.20% | 74.69% | 26.29% |
| 2004 | 18.39% | 10.88% | 1.20% | 2.25% | 3.28% | -1.07% | 8.51% | 5.02% | 3.26% | 8.72% | 3.26% | 18.91% | 12.54% | 26.59% | 6.53% |
| 2005 | 5.69% | 4.91% | 2.98% | 1.36% | 3.92% | -2.58% | 7.81% | 4.69% | 3.02% | 5.87% | 3.42% | 12.17% | 5.45% | 3.53% | 2.82% |
| 2006 | 16.17% | 15.79% | 4.80% | 3.14% | 4.54% | -1.51% | 1.19% | 4.68% | -3.64% | 3.24% | 2.54% | 22.61% | 11.67% | 21.76% | 8.88% |
| 2007 | -5.22% | 5.49% | 4.66% | 10.05% | 4.44% | 5.33% | 9.88% | 4.86% | 4.69% | 2.60% | 4.08% | -6.45% | 7.36% | -15.21% | 14.08% |
| 2008 | -36.72% | -37.00% | 1.60% | 13.11% | 2.96% | 9.92% | 25.87% | 4.45% | 20.50% | 8.78% | 0.09% | -49.03% | -41.56% | -44.39% | -33.71% |
| 2009 | 28.09% | 26.46% | 0.10% | -2.40% | 2.01% | -4.42% | -14.90% | 3.47% | -18.25% | 3.02% | 2.72% | 39.15% | 34.45% | 70.54% | 27.92% |
| 2010 | 31.26% | 15.06% | 0.12% | 7.12% | 1.92% | 5.16% | 10.14% | 4.25% | 5.89% | 12.44% | 1.50% | 21.61% | 30.66% | 33.54% | 15.87% |
| 2011 | -3.26% | 2.11% | 0.04% | 9.46% | 1.58% | 7.79% | 28.23% | 3.81% | 23.74% | 17.95% | 2.96% | -9.04% | -4.32% | -7.04% | 4.14% |
| 2012 | 18.24% | 16.00% | 0.06% | 2.07% | 0.58% | 1.48% | 3.31% | 2.40% | 0.88% | 10.68% | 1.74% | 22.99% | 12.22% | 20.07% | 15.41% |
| 2013 | N/A | 32.39% | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 40.20% | 48.99% | 39.40% | 34.28% |