Investing & Trading

Top 10 Trading Benchmarks (And Their CAGRs) You Can Use To Take Your Trading To The Next Level

By Timothy Yslava | Reviewed by Samantha Baltodano


What Are the Top 10 Trading Benchmarks?

Are you always on the lookout for the best benchmarks to measure your portfolio's performance? 


Look no further! 


I've compiled a list of the top 10 trading benchmarks with their respective Compound Annual Growth Rates (CAGR) for you to consider.


  1. The S&P 500 has a CAGR of 9.8% from 1926-2020. This index represents the performance of 500 large publicly traded companies listed on the NYSE or NASDAQ.
  2. The Dow Jones Industrial Average has a CAGR of 6.7% from 1896-2020. This index represents the performance of 30 large publicly traded companies listed on the NYSE or NASDAQ.
  3. The NASDAQ Composite has a CAGR of 11.1% from 1971-2020. This index represents the performance of all publicly traded companies listed on the NASDAQ exchange.
  4. The Russell 2000 has a CAGR of 9.8% from 1979-2020. This index represents the performance of 2000 small-cap publicly traded companies listed on the NYSE or NASDAQ.
  5. The MSCI Emerging Markets Index has a CAGR of 8.5% from 1988-2020. This index represents the performance of publicly traded companies in emerging markets.
  6. The Bloomberg Barclays U.S. Aggregate Bond Index has a CAGR of 5.6% from 1976-2020. This index represents the performance of the U.S. investment-grade fixed-rate bond market.
  7. The FTSE All-World Index has a CAGR of 6.9% from 1986-2020. This index represents the performance of over 3,000 publicly traded companies in developed and emerging markets around the world.
  8. The MSCI World Index has a CAGR of 8.1% from 1970-2020. This index represents the performance of publicly traded companies in developed markets around the world.
  9. The Nikkei 225 has a CAGR of 6.5% from 1950-2020. This index represents the performance of 225 large publicly traded companies listed on the Tokyo Stock Exchange.
  10. The Hang Seng Index has a CAGR of 8.7% from 1969-2020. This index represents the performance of the 50 largest publicly traded companies listed on the Hong Kong Stock Exchange.


There you have it, the top 10 trading benchmarks with their respective CAGRs. Happy trading!


I hope this helps and adds a bit of fun to your research! Let me know if you have any questions.


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