All charts and data below are with dividends reinvested. (Inflation adjustment is OFF !)

Total Real Returns

USSTOCKS vs. US1MTBILL vs. USDOLLAR vs. AGG: Total Return Chart (with Dividends Reinvested)

Growth of $10,000

Fri 2003-09-26💬 to Fri 2026-08-28 Overall
Return 		Exponential
Trendline
USSTOCKS × 		+1,107.92%
+11.48%/yr 		+10.96%/yr
R2=0.940
⭐ U.S. Total Stock Market 💬 Reference Data
US1MTBILL × 		+47.49%
+1.71%/yr 		+1.14%/yr
R2=0.822
⭐ U.S. 1-Month Treasury Bill 💬 Reference Data
USDOLLAR × 		+0.00%
+0.00%/yr 		+0.00%/yr
R2=0.000
⭐ U.S. Dollar 💬 Currency
AGG × 		+97.62%
+3.02%/yr 		+3.10%/yr
R2=0.891
iShares Core U.S. Aggregate Bond ETF Exchange-Traded Fund

Growth of $10,000 Summary

Fri 2003-09-26💬 to Fri 2026-08-28 Start
Value 		End
Value
USSTOCKS × 		$10,000.00
2003-09-26 		$120,791.58
2026-08-28
US1MTBILL × 		$10,000.00
2003-09-26 		$14,748.69
2026-08-28
USDOLLAR × 		$10,000.00
2003-09-26 		$10,000.00
2026-08-28
AGG × 		$10,000.00
2003-09-26 		$19,761.62
2026-08-28

This Year’s Performance

through 2026-08-28

  YTD YoY
USSTOCKS × 		+13.85% +19.88%
US1MTBILL × 		+2.47% +3.84%
USDOLLAR × 		+0.00% +0.00%
AGG × 		−0.09% +1.85%

Drawdowns

  Current
Drawdown 		Worst
Drawdown
USSTOCKS × 		−1.28%
on 2026-08-28
from 2026-08-13 peak 		−55.17%
on 2009-03-09
from 2007-10-09 peak
US1MTBILL × 		—
on 2026-08-28 		0.00%
on 2003-09-26
USDOLLAR × 		—
on 2026-08-28 		0.00%
on 2003-09-26
AGG × 		−2.47%
on 2026-08-28
from 2020-08-04 peak 		−18.43%
on 2022-10-20
from 2020-08-04 peak

Rolling Returns

Period ending Fri 2026-08-28 1 yr 2 yr 3 yr 5 yr 10 yr
USSTOCKS × 		+19.88% +41.22%
+18.84%/yr 		+79.58%
+21.55%/yr 		+75.26%
+11.88%/yr 		+300.85%
+14.89%/yr
US1MTBILL × 		+3.84% +8.53%
+4.18%/yr 		+14.52%
+4.62%/yr 		+20.20%
+3.75%/yr 		+26.68%
+2.39%/yr
USDOLLAR × 		+0.00% +0.00%
+0.00%/yr 		+0.00%
+0.00%/yr 		+0.00%
+0.00%/yr 		+0.00%
+0.00%/yr
AGG × 		+1.85% +4.77%
+2.36%/yr 		+13.68%
+4.37%/yr 		−1.34%
−0.27%/yr 		+14.95%
+1.40%/yr

Annual Returns

Year USSTOCKS US1MTBILL USDOLLAR AGG
2026 (YTD) +13.85% +2.47% +0.00% −0.09%
2025 +17.13% +4.26% +0.00% +7.20%
2024 +23.81% +5.30% +0.00% +1.31%
2023 +26.14% +5.13% +0.00% +5.65%
2022 −19.46% +1.66% +0.00% −13.02%
2021 +25.78% +0.04% +0.00% −1.77%
2020 +20.90% +0.36% +0.00% +7.48%
2019 +30.87% +2.12% +0.00% +8.46%
2018 −5.20% +1.85% +0.00% +0.10%
2017 +21.23% +0.84% +0.00% +3.55%
2016 +12.70% +0.25% +0.00% +2.41%
2015 +0.50% +0.04% +0.00% +0.48%
2014 +12.71% +0.03% +0.00% +6.00%
2013 +33.50% +0.05% +0.00% −1.98%
2012 +16.44% +0.07% +0.00% +3.76%
2011 +1.28% +0.04% +0.00% +7.70%
2010 +17.20% +0.11% +0.00% +6.36%
2009 +28.55% +0.09% +0.00% +2.97%
2008 −36.79% +1.28% +0.00% +7.90%
2007 +5.46% +4.41% +0.00% +6.60%
2006 +15.68% +4.73% +0.00% +3.90%
2005 +6.12% +2.98% +0.00% +2.27%
2004 +12.98% +1.26% +0.00% +3.78%
2003 +31.51% +1.02% +0.00% +0.61%
2002 −20.71% +1.62% +0.00% —
2001 −10.84% +3.74% +0.00% —
2000 −10.46% +5.85% +0.00% —
1999 +23.94% +4.69% +0.00% —
1998 +23.51% +4.85% +0.00% —
1997 +30.51% +5.25% +0.00% —
1996 +20.95% +5.23% +0.00% —
1995 +35.20% +5.58% +0.00% —
1994 −0.27% +3.89% +0.00% —
1993 +11.48% +2.90% +0.00% —
1992 +8.97% +3.50% +0.00% —
1991 +34.82% +5.60% +0.00% —
1990 −6.02% +7.88% +0.00% —
1989 +28.86% +8.35% +0.00% —
1988 +17.99% +6.34% +0.00% —
1987 +1.64% +5.47% +0.00% —
1986 +16.42% +6.16% +0.00% —
1985 +32.62% +7.72% +0.00% —
1984 +3.85% +9.86% +0.00% —
1983 +22.55% +8.77% +0.00% —
1982 +21.46% +10.53% +0.00% —
1981 −3.26% +14.72% +0.00% —
1980 +33.25% +11.26% +0.00% —
1979 +23.47% +10.44% +0.00% —
1978 +8.25% +7.16% +0.00% —
1977 −3.12% +5.11% +0.00% —
1976 +26.98% +5.08% +0.00% —
1975 +38.33% +5.80% +0.00% —
1974 −27.80% +8.01% +0.00% —
1973 −19.31% +6.97% +0.00% —
1972 +16.92% +3.81% +0.00% —
1971 +16.16% +4.39% +0.00% —
1970 +0.09% +6.52% +0.00% —
1969 −10.95% +6.57% +0.00% —
1968 +14.14% +5.24% +0.00% —
1967 +28.70% +4.20% +0.00% —
1966 −8.81% +4.74% +0.00% —
1965 +14.44% +3.92% +0.00% —
1964 +16.07% +3.53% +0.00% —
1963 +20.96% +3.11% +0.00% —
1962 −10.19% +2.75% +0.00% —
1961 +26.94% +2.11% +0.00% —
1960 +1.20% +2.67% +0.00% —
1959 +12.76% +2.97% +0.00% —
1958 +44.98% +1.53% +0.00% —
1957 −10.00% +3.15% +0.00% —
1956 +8.34% +2.47% +0.00% —
1955 +25.36% +1.57% +0.00% —
1954 +50.31% +0.86% +0.00% —
1953 +0.72% +1.83% +0.00% —
1952 +13.47% +1.65% +0.00% —
1951 +20.69% +1.50% +0.00% —
1950 +30.07% +1.21% +0.00% —
1949 +20.20% +1.11% +0.00% —
1948 +1.86% +0.81% +0.00% —
1947 +3.43% +0.50% +0.00% —
1946 −6.40% +0.36% +0.00% —
1945 +38.74% +0.32% +0.00% —
1944 +21.34% +0.33% +0.00% —
1943 +28.32% +0.35% +0.00% —
1942 +16.49% +0.28% +0.00% —
1941 −10.55% +0.04% +0.00% —
1940 −7.21% −0.02% +0.00% —
1939 +2.51% +0.01% +0.00% —
1938 +28.17% −0.04% +0.00% —
1937 −34.73% +0.29% +0.00% —
1936 +32.15% +0.18% +0.00% —
1935 +45.00% +0.14% +0.00% —
1934 +3.26% +0.18% +0.00% —
1933 +56.80% +0.30% +0.00% —
1932 −8.66% +0.94% +0.00% —
1931 −43.76% +1.09% +0.00% —
1930 −28.73% +2.43% +0.00% —
1929 −14.85% +4.74% +0.00% —
1928 +39.08% +3.54% +0.00% —
1927 +32.58% +3.13% +0.00% —
1926 — — +0.00% —
1925 — — +0.00% —
1924 — — +0.00% —
1923 — — +0.00% —
1922 — — +0.00% —
1921 — — +0.00% —
1920 — — +0.00% —
1919 — — +0.00% —
1918 — — +0.00% —
1917 — — +0.00% —
1916 — — +0.00% —
1915 — — +0.00% —
1914 — — +0.00% —
1913 — — +0.00% —