时点

标普500

投资期限(时长，自然年)

1

2

3

4

5

6

7

8

9

10

11

12

13

14

2004-12-31

1211.92

2005-12-30

1248.29

3.00%

2006-12-29

1418.30

13.62%

8.18%

2007-12-31

1468.36

3.53%

8.46%

6.61%

2008-12-31

903.25

−38.49%

−20.20%

−10.22%

−7.09%

2009-12-31

1115.10

23.45%

−12.86%

−7.70%

−2.78%

−1.65%

2010-12-31

1257.64

12.78%

18.00%

−5.03%

−2.96%

0.15%

0.62%

2011-12-30

1257.60

0.00%

6.20%

11.66%

−3.80%

−2.38%

0.12%

0.53%

2012-12-31

1426.19

13.41%

6.49%

8.55%

12.10%

−0.58%

0.09%

1.92%

2.06%

2013-12-31

1848.36

29.60%

21.23%

13.70%

13.47%

15.40%

3.91%

3.86%

5.03%

4.80%

2014-12-31

2058.90

11.39%

20.15%

17.86%

13.11%

13.05%

14.72%

4.95%

4.77%

5.72%

5.44%

2015-12-31

2043.94

−0.73%

5.16%

12.74%

12.91%

10.20%

10.63%

12.37%

4.22%

4.14%

5.05%

4.87%

2016-12-30

2238.83

9.54%

4.28%

6.60%

11.93%

12.23%

10.09%

10.47%

12.02%

4.80%

4.67%

5.45%

5.25%

2017-12-29

2673.61

19.42%

14.37%

9.10%

9.67%

13.39%

13.39%

11.38%

11.55%

12.81%

6.18%

5.93%

6.55%

6.28%

2018-12-31

2506.85

−6.24%

5.82%

7.04%

5.04%

6.28%

9.86%

10.36%

9.01%

9.42%

10.75%

4.98%

4.86%

5.51%

5.33%