Recent performance of the US and Canadian market indexes.
US Markets
Annualized Returns (as of Dec 2023)
| Index |
3-Year |
5-Year |
10-Year |
15-Year |
20-Year |
| S&P 500 |
9.9% |
15.6% |
11.9% |
13.9% |
9.6% |
| NASDAQ 100 |
10.0% |
22.4% |
17.6% |
20.2% |
13.7% |
| 60/40 Portfolio |
4.7% |
9.9% |
8.0% |
9.4% |
7.2% |
| Bonds (symbol AGG) |
-3.4% |
1.0% |
1.8% |
2.4% |
3.0% |
| Inflation |
5.5% |
4.0% |
2.8% |
2.5% |
2.6% |
Canadian Markets
Annualized Returns (as of Dec 2023)
| Index |
3-Year |
5-Year |
10-Year |
15-Year |
20-Year |
| TSX Composite |
9.1% |
11.0% |
7.5% |
8.8% |
7.7% |
| 60/40 Portfolio |
4.3% |
7.3% |
5.5% |
6.7% |
6.2% |
| Bonds (symbol XBB) |
-2.9% |
1.3% |
2.3% |
3.0% |
3.4% |
| Inflation |
4.7% |
3.4% |
2.6% |
2.2% |
2.1% |