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  2. Best large-cap ETFs in August 2024 - AOL

    www.aol.com/finance/best-large-cap-etfs-november...

    2024 YTD performance: 15.3 percent. Historical performance (annual over 5 years): 14.4 percent. ... which measures the returns of large-cap value stocks. 2024 YTD performance: 12.9 percent.

  3. Year-to-date - Wikipedia

    en.wikipedia.org/wiki/Year-to-date

    For example, if a stock has a YTD return of 8%, it means that from January 1 of the current year to the present date, the stock has appreciated by 8%. Another example: if a property has a fiscal year-end of March 31, 2009, and the YTD rental income as of June 30, 2008, is $1,000, this indicates that the property earned $1,000 in rental income ...

  4. What is the average stock market return? - AOL

    www.aol.com/finance/average-stock-market-return...

    The average stock market return of about 10 percent doesn’t factor in the impact of inflation, which has historically been around 2 to 4 percent annually depending on the time period. A 10 ...

  5. Should You Make Any Changes to Your Portfolio With October ...

    www.aol.com/finance/changes-portfolio-october...

    Stock market investors have enjoyed a successful 2024 thus far, with the S&P 500 returning 18.42% year-to-date (YTD) as of Aug 31. That’s nearly double the long-term average annual return of 10% ...

  6. Russell Indexes - Wikipedia

    en.wikipedia.org/wiki/Russell_Indexes

    The Russell indexes are objectively constructed based on transparent rules. The broadest U.S. Russell Index is the Russell 3000E Index which contains the 4,000 largest (by market capitalization) companies incorporated in the U.S., plus (beginning with the 2007 reconstitution) companies incorporated in an offshore financial center that have their headquarters in the U.S.; a so-called "benefits ...

  7. S&P 500 - Wikipedia

    en.wikipedia.org/wiki/S&P_500

    The Standard and Poor's 500, or simply the S&P 500, [5] is a stock market index tracking the stock performance of 500 of the largest companies listed on stock exchanges in the United States. It is one of the most commonly followed equity indices and includes approximately 80% of the total market capitalization of U.S. public companies, with an ...

  8. 5 Blue-Chip Stocks in Focus With More Than 20% Returns YTD - AOL

    www.aol.com/news/5-blue-chip-stocks-focus...

    We have narrowed down our search to five Dow stocks that have popped more than 20% year to date. These are AAPL, NKE, CRM, MSFT and WMT. 5 Blue-Chip Stocks in Focus With More Than 20% Returns YTD

  9. Time-weighted return - Wikipedia

    en.wikipedia.org/wiki/Time-weighted_return

    The time-weighted return is a measure of the historical performance of an investment portfolio which compensates for external flows. External flows refer to the net movements of value into or out of a portfolio, stemming from transfers of cash, securities, or other financial instruments. These flows are characterized by the absence of a ...

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