The Bureau of Labor Statistics released the latest Consumer Price Index figure this morning, which means that we finally have the final missing piece to be able to update our signature tool, The S&P 500 at Your Fingertips, all the way through the end of June 2007!
The table below provides the annualized rates of return a hypothetical investor might have had in the S&P 500, assuming full reinvestment of dividends, if they had first started way back in January 1871 or a year ago or since January of this year:
| Annualized Rates of Return in the S&P 500, Assuming Full Dividend Reinvestment | |||
|---|---|---|---|
| Annualized Rates | Nominal Rate of Return | Rate of Inflation | Real Rate of Return |
| Since January 1871 | 9.20% | 2.09% | 7.11% |
| Year over Year | 23.04% | 2.69% | 20.36% |
| Year to Date | 17.99% | 7.18% | 10.82% |
These are, indeed, green days for the humble stock market investor!
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