Skip to content
Fundamentalis
Fundamentalis
Insightful market commentary from a fresh perspective.
  • Home
  • About Brian
  • Trinity Asset Management

Category: annual return

Annual Fixed Income Returns: Emerging Markets Lead, Muni’s Lag

December 2, 2025 Brian Gilmartin 2 Comments

Here’s a quick look at annual returns across the fixed-income classes as of 11/30/25, with emerging markets income leading the…

Continue Reading →

Posted in: 10-year Treasury yield, annual return, Bond Market(s), TLT

International Annual Returns, The Breakout in the Nikkei, and Top 10 Holdings

November 14, 2025 Brian Gilmartin Leave a comment

It’s no mystery that international has outperformed the SP 500 in 2025, and not by a small amount. The dollar’s…

Continue Reading →

Posted in: annual return, EMXC, EWJ - iShares Japan ETF, International (Non-US), International Equity (JFEAX), JPMorgan Int'l Developed Value (JFEAX), Nikkei Filed under: iShares MSCI Japan ETF (EWJ)

A Look at Annual Returns (Again)

April 24, 2025 Brian Gilmartin Leave a comment

(Click on above spreadsheet.) This chart may be puzzling to some, but shows “annual” or what is sometimes called “annualized…

Continue Reading →

Posted in: annual return, SP 500 annual return

Updating SP 500 Annual Returns / Nasdaq Composite Still Testing the November ’21 All-Time-High

May 6, 2024 Brian Gilmartin Leave a comment

It gets almost no press, but with a lot of the mega-cap tech, consumer discretionary and communication services stocks still…

Continue Reading →

Posted in: annual return

SP 500 and Bond Market Annual Returns / Style-Box Update

April 3, 2024 Brian Gilmartin Leave a comment

This SP 500 annual return table shows the annual returns for the benchmark for various periods going back to 1/1/2000.…

Continue Reading →

Posted in: annual return, QQQ, Style analysis

Post navigation

Page 1 of 4
1 2 … 4 Next →

Fundamentalis

  • It’s a New Year, and At Least So Far, a New Stock Market
  • SP 500 Earnings: Tech Sector Revisions Still Robustly Positive
  • SP 500 Earnings: Financials Report This Week – Expectations Are Quite High and Compares Are Tough
  • Style-Box Update: Small-Cap Value Outperforming Small-Cap Growth – Hasn’t Happened since 2022
  • A Quick Look at Q4 ’25 EPS and Revenue for SP 500: Tech Sector EPS Grew 30.9% in Q3 ’25

Subscribe to Fundamentalis

Loading

Archives

Copyright © 2026 Fundamentalis