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 | Jun-01-2014 | Jun-30-2014 |
| Start Price | $2,546.84 | $84.90 |
| End Date | Jun-01-2024 | Jun-25-2024 |
| End Price | $5,277.52 | $92.51 |
| Number Monthly Prices | 121 | 121 |
| Min Date | Feb-01-2016 | Jul-31-2014 |
| Min Price | $2,503.97 | $84.48 |
| Max Date | Jun-01-2024 | Jan-29-2021 |
| Max Price | $5,277.52 | $101.51 |
| Total Return | 107.22% | 8.97% |
| Annualized Return | 7.49% | 0.86% |
| Current Value of $1,000 Purchase | $2,072 | $1,090 |
| Number Returns | 7,260 | 7,260 |
| Average Return | 30.36% | 2.88% |
| Minimum Return | -25.54% | -16.77% |
| Maximum Return | 110.77% | 20.15% |
| Number Profitable Returns | 6,506 | 5,031 |
| Percent Profitable Returns | 89.61% | 69.30% |
| Number Unprofitable Returns | 754 | 2,229 |
| Percent Unprofitable Returns | 10.39% | 30.70% |
| Profitable to Unprofitable Returns Ratio | 8.63 | 2.26 |
MBB Performance Table and Chart
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MBB Stock Returns/Purchase Dates