Bridgewater Associates Performance Guide: Compare Returns of S&P 500 and iShares MBS ETF (MBB)
Values are based on monthly closes adjusted for splits and dividends from Alpha Vantage.
| Compare Returns for S&P 500 and MBB | ||
|---|---|---|
| S&P 500 | MBB | |
| Start Date | Jul-01-2014 | Jul-31-2014 |
| Start Price | $2,581.86 | $84.20 |
| End Date | Jul-01-2024 | Jul-05-2024 |
| End Price | $5,475.09 | $92.24 |
| Number Monthly Prices | 121 | 121 |
| Min Date | Feb-01-2016 | Jul-31-2014 |
| Min Price | $2,503.97 | $84.20 |
| Max Date | Jul-01-2024 | Jan-29-2021 |
| Max Price | $5,475.09 | $101.17 |
| Total Return | 112.06% | 9.55% |
| Annualized Return | 7.74% | 0.91% |
| Current Value of $1,000 Purchase | $2,121 | $1,095 |
| Number Returns | 7,260 | 7,260 |
| Average Return | 30.55% | 2.73% |
| Minimum Return | -25.54% | -16.77% |
| Maximum Return | 118.66% | 20.15% |
| Number Profitable Returns | 6,509 | 4,990 |
| Percent Profitable Returns | 89.66% | 68.73% |
| Number Unprofitable Returns | 751 | 2,270 |
| Percent Unprofitable Returns | 10.34% | 31.27% |
| Profitable to Unprofitable Returns Ratio | 8.67 | 2.20 |
MBB Performance Table and Chart
MBB Dividend Chart
MBB Dollar-cost Average
MBB Trendline Chart
MBB Moving Average Chart
MBB Stock Return Map - See Patterns of Gains and Losses
MBB Stock Returns/Purchase Dates