Investing for the Long Run Narration: 00:00 / 00:00
Move your cursor across the chart to see how the range between the strongest and weakest performance of the S&P 500 Index between mm/yyyy and mm/yyyy varies based upon how long the investment was held.
S&500 Index: Average Annualized Returns by Holding Period






















Hypothetical example for illustrative purposes only. Source: Morningstar Inc. IA - SBBI S&P 500 Total Index. Annualized returns for respective periods based on rolling monthly returns of S&P 500 Index between 1950-July 2, 2015. Indexes are unmanaged and cannot be invested in directly.

You should always keep in mind, though, that you can't count on the market to behave the same way in the future as it has in the past. These comparisons, while a helpful way to evaluate your investment options, should not be considered predictors of future performance.

There is no guarantee that any investment strategy will achieve its objectives. Past performance is no guarantee of future results.

Standard and Poor's index tracks 500 stocks of large-company U.S. companies and is the basis for several index mutual funds and exchange-traded funds.