Guide to the Markets
How to Use a Historical Returns Triangle
For example, to find the annualized compound rate of return for the S&P 500 Index for the interval 1998-2007:
Locate the column for the first year of the interval (1998).
Years are labeled at the top and bottom of each column.
Locate the column the row for the last year of the interval (2007).
Years are labled at the beginning of each row.
The return can be found where the first year's column meets the last year's row.
In this example, the S&P 500 Index had a compound rate of return of __% per year for the ten-year period.