*Inception date: December 31, 1997. Chart based on Price Returns.
Calendar Year Total Returns
| INDEX |
B400 |
B400 MCW |
DJIA |
S&P 500 |
DJUSTSM |
| 2024 |
20.8% |
38.0% |
21.2% |
28.1% |
27.7% |
| 2023 |
18.8% |
31.2% |
16.2% |
26.3% |
26.1% |
| 2022 |
-15.3% |
-22.9% |
-6.9% |
-18.1% |
-19.5% |
| 2021 |
31.4% |
33.3% |
20.9% |
28.7% |
25.7% |
| 2020 |
18.3% |
22.7% |
9.7% |
18.4% |
20.8% |
| 2019 |
22.1% |
36.1% |
25.3% |
31.5% |
30.9% |
| 2018 |
-13.0% |
-5.5% |
-3.5% |
-4.4% |
-5.3% |
| 2017 |
19.7% |
30.4% |
28.1% |
21.8% |
21.2% |
| 2016 |
18.3% |
11.3% |
16.5% |
12.0% |
12.6% |
| 2015 |
-3.1% |
1.5% |
0.2% |
1.4% |
0.4% |
| 2014 |
7.1% |
16.3% |
10.0% |
13.7% |
12.5% |
| 2013 |
41.6% |
30.4% |
29.7% |
32.4% |
33.5% |
| 2012 |
15.1% |
13.6% |
10.2% |
16.0% |
16.4% |
*The Barron's 400 Index was first published on August 29,2007.
All estimated daily historical closing prices prior to that date are based on back-testing
(i.e., calculations of how the index might have performed in the past if it had existed).
Backtested performance information is purely hypothetical and is solely for informational purposes.
Backtested performance does not represent actual performance, and should not be interpreted as an indication of actual performance.
Past performance is not indicative of future results.
**The Barron's 400 Market Cap Weighted Index (B400 MCW) is a free-float market capitalization weighted version of the original Barron's 400 Index,
whose constituents are equally weighted. The constituents of both versions of the index are identical.
