Growth of $1 Investment: 1926-2025
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Past performance is no guarantee of future results. Hypothetical value of $1 invested at the beginning of 1926. Assumes reinvestment of income and no transaction costs or taxes. This is for illustrative purposes only and not indicative of any investment. An investment cannot be made directly in an index.
Investing involves risk, including the possible loss of principal and fluctuation of value. Equity and fixed income securities are subject to various risks including, but not limited to, market risk, credit risk and interest rate risk.
Growth of $1 Investment: 1926-2025
| Index | Compounded Annual Return |
| Small stocks | 11.8% |
| Large stocks | 10.5% |
| Government bonds | 5.0% |
| Treasury bills | 3.3% |
| Inflation | 2.9% |
Small stocks in this example are represented by the Ibbotson Small Company Stock Index. Large stocks are represented by the Ibbotson Large Company Stock Index. Government bonds are represented by the 20-year U.S. government bond, Treasury bills by the 30-day U.S. Treasury bill, and inflation by the Consumer Price Index. Underlying data is from the Stocks, Bonds, Bills, and Inflation (SBBI) Yearbook, by Roger G. Ibbotson and Rex Sinquefield, updated annually. An investment cannot be made directly in an index.
Index performance does not reflect the expenses of managing a portfolio as an index is unmanaged and not available for direct investment.
The example provided is hypothetical and used for illustration purposes only. It does not represent the returns of any particular investment.
