*Average Annual Return is mathematically the same as the Compound Annual Growth Rate or CAGR.
1 Year Returns (1999) S&P500 Dow 30 Foolish Four
Average Annual Return* 21.04% 20.57% 21.47%
Cumulative Total Return 21.04% 20.57% 21.47%
$10,000 becomes... $12,104.00 $12,057.00 $12,146.68
3 Year Returns (1997-1999) S&P500 Dow 30 Foolish Four
Average Annual Return* 28.31% 20.83% 20.48%
Cumulative Total Return 107.75% 71.02% 67.84%
$10,000 becomes... $20,774.62 $17,102.22 $16,783.69
5 Year Returns (1995-1999) S&P500 Dow 30 Foolish Four
Average Annual Return* 24.08% 20.12% 22.57%
Cumulative Total Return 251.37% 190.64% 212.34%
$10,000 becomes... $35,137.17 $29,063.99 $31,233.73
10 Year Returns (1990-1999) S&P500 Dow 30 Foolish Four
Average Annual Return* 19.20% 17.73% 22.59%
Cumulative Total Return 432.91% 367.39% 532.03%
$10,000 becomes... $53.291.00 $46,739.40 $63,202.62
20 Year Returns (1980-1999) S&P500 Dow 30 Foolish Four
Average Annual Return* 17.75% 17.10% 24.59%
Cumulative Total Return 2584.11% 2442.73% 8160.11%
$10,000 becomes... $268,410.61 $254,173.07 $826,011.39
25 Year Returns (1975-1999) S&P500 Dow 30 Foolish Four
Average Annual Return* 14.93% 15.03% 24.55%
Cumulative Total Return 4633.04% 5242.55% 24,026.39%
$10,000 becomes... $473,303.89 $534,255.39 $2,412,639.14
35 Year Returns (1965-1999) S&P500 Dow 30 Foolish Four
Average Annual Return* 12.31% 12.22% 19.76%
Cumulative Total Return 5942.85% 5666.58% 52,691.91%
$10,000 becomes... $604,285.45 $576,657.64 $5,279,191.15
39 Year Returns (1961-1999) S&P500 Dow 30 Foolish Four
Average Annual Return* 12.39% 12.54% 19.56%
Cumulative Total Return 9421.18% 9910.31% 106,086.87%
$10,000 becomes... $952,117.69 $1,001,030.52 $10,618,686.63