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Learning, Sharing, and Teaching => Ask a Mustachian => Topic started by: firescape on May 06, 2017, 07:01:20 AM

Title: S&P 500 rate of return
Post by: firescape on May 06, 2017, 07:01:20 AM

When I look up the S&P 500 returns online I always get different numbers. For 2016 I see anything from 8% up to 11.96%. I want to check my investments relative to average returns.
Where and what would be the best way to compare how my investments fared vs. the market averages? Do I use inflation adjusted numbers?
Links would be great, thanks in advance.

Title: Re: S&P 500 rate of return
Post by: Rufus.T.Firefly on May 06, 2017, 07:38:57 AM

Check out Personal Capital. They provide pretty good analytical data at a glance. There is a "You Index" vs "S&P 500" graph that shows the comparison you're wanting.

Title: Re: S&P 500 rate of return
Post by: MDM on May 06, 2017, 03:07:33 PM

Quote from: evaporator on May 06, 2017, 07:01:20 AM

Links would be great, thanks in advance.

Perhaps S&P 500 Return Calculator, with Dividend Reinvestment - DQYDJ (http://dqydj.com/sp-500-return-calculator/) would be useful.

Title: Re: S&P 500 rate of return
Post by: firescape on May 06, 2017, 07:16:59 PM

Rufus, MDM, thanks. I'll check them out.