Barron's 400 Index


Annual Returns (price-only)



Cumulative and Annualized Returns (price-only) - through 10/20/2017
Cumulative Annualized
  YTD 3 Mo. 1 Yr. 3 Yr. 5 Yr. 10 Yr. 3 Yr. 5 Yr. 10 Yr.
Price Return 14.91% 5.29% 27.73% 37.83% 93.81% 108.05% 11.3% 14.1% 7.7%
Total Return 16.03% 5.63% 29.35% 43.88% 107.31% 135.95% 12.9% 15.7% 9.0%

Annualized Returns, Standard Deviation & Sharpe Ratio - through 10/20/2017
  3-Year 5-Year 10-Year
  Anlzd Return Anlzd StdDev Sharpe Ratio Anlzd Return Anlzd StdDev Sharpe Ratio Anlzd Return Anlzd StdDev Sharpe Ratio
Price Return 5.5% 8.59% 0.41% 13.36% 14.81% 0.81% 7.2% 21.96% 0.34%
Total Return 7.05% 8.72% 0.58% 14.86% 14.87% 0.9% 8.54% 22.25% 0.4%

All returns in U.S. Dollars

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 IndexSM" is calculated by NYSE Euronext or its affiliates and published by MarketGrader. "Barron's®," "Barron's 400SM" and "Barron's 400 IndexSM" are trademarks or service marks of Dow Jones & Company, Inc. or its affiliates and have been licensed to MarketGrader.


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