The total return of each index Investor's Report Card compares your account with, over the last 3 months to 4 years. Each index is measured with a fund that tracks it, dividends and interest included.
All periods end October 30, 2026. Updated each evening after the market closes.
| Index (fund) | 3 months | 6 months | 12 months | 2 years | 3 years | 4 years |
|---|---|---|---|---|---|---|
| S&P 500 (SPY) | +2.1% | +5.7% | +12.4% | +33.3% +15.5% a year | +88.6% +23.5% a year | +104.6% +19.6% a year |
| Dow Jones (DIA) | −0.5% | +4.8% | +10.5% | +26.4% +12.4% a year | +64.7% +18.1% a year | +68.4% +13.9% a year |
| US Bonds (AGG) | −0.2% | −0.8% | −0.3% | +5.9% +2.9% a year | +17.1% +5.4% a year | +17.0% +4.0% a year |
| Russell 3000 (IWV) | +1.8% | +5.6% | +12.4% | +32.4% +15.1% a year | +87.0% +23.2% a year | +99.6% +18.9% a year |
| NASDAQ (ONEQ) | +1.6% | +2.4% | +8.7% | +38.1% +17.5% a year | +102.9% +26.6% a year | +136.8% +24.0% a year |
| Russell 2000 (IWM) | −4.3% | +1.0% | +15.2% | +28.8% +13.5% a year | +77.0% +21.0% a year | +60.2% +12.5% a year |
| MSCI World (URTH) | +0.8% | +4.8% | +12.5% | +34.8% +16.1% a year | +83.9% +22.5% a year | +101.2% +19.1% a year |
| SPDR Energy | +19.5% | +18.9% | +64.6% | +69.0% +30.0% a year | +81.3% +21.9% a year | +78.9% +15.7% a year |
| SPDR Utilities | −2.0% | −6.0% | −0.4% | +16.3% +7.8% a year | +60.5% +17.1% a year | +45.4% +9.8% a year |
| SPDR Tech | +2.3% | +12.8% | +20.1% | +58.2% +25.8% a year | +124.7% +31.0% a year | +185.0% +29.9% a year |
| SPDR Materials | +2.6% | +3.3% | +24.6% | +15.7% +7.6% a year | +47.5% +13.8% a year | +52.6% +11.1% a year |
| SPDR Staples | +5.3% | +7.5% | +20.1% | +17.5% +8.4% a year | +43.5% +12.8% a year | +36.0% +8.0% a year |
| SPDR Discretionary | +2.9% | −2.1% | −0.5% | +17.4% +8.3% a year | +56.7% +16.2% a year | +64.8% +13.3% a year |
| SPDR Industrials | −5.9% | −3.6% | +9.5% | +27.0% +12.7% a year | +78.8% +21.4% a year | +87.6% +17.0% a year |
| SPDR Communications | −6.0% | −13.7% | −11.5% | +10.2% +5.0% a year | +60.6% +17.1% a year | +112.9% +20.8% a year |
| SPDR Health Care | +13.5% | +27.7% | +30.3% | +29.2% +13.6% a year | +56.9% +16.2% a year | +48.7% +10.4% a year |
| SPDR Financials | −0.5% | +9.2% | +9.9% | +23.6% +11.2% a year | +84.9% +22.7% a year | +76.6% +15.3% a year |
| SPDR Real Estate | −3.9% | −1.1% | +9.3% | +5.1% +2.5% a year | +47.4% +13.8% a year | +34.7% +7.7% a year |
These are the indexes your report card compares your account with. Investor's Report Card works out your account's real return from your monthly statements and grades it against the indexes you choose.