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2JP Morgan. Returns based on the S&P 500 Total Return Index Jan. 2, 2001-Dec. 31, 2020.
3First Trust, Bloomberg Daily returns for the S&P 500 Total Return Index from 1942-Jun 30, 2021.
4First Trust, Bloomberg Daily returns for the S&P 500 Total Return Index from 1942-Jun 30, 2021. Data cited excludes the COVID-19 pandemic.
6Blackrock, Morningstar Data for S&P 500 and IA SBBI US Large Cap Index from 1926-2019.
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