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100-Year Portfolio - Five Exchange-Traded Funds

The 100-Year Portfolio is a group of 5 exchange-traded funds (ETFs) that tract stocks in the U.S. and around the world. These ETFs could be held for decades in the anticipation of long-term global economic growth and prosperity.

100-Year Portfolio Stocks
Price Quote
1-Year Price Chart
Tracks S&P 500 - Large U.S. stocks.
iShares Russell 2000 Index Fund
Tracks Russell 2000 - Small U.S. stocks.
iShares MSCI Pacific ex-Japan Index Fund
Tracks MSCI Pacific Free ex-Japan Index - Includes Australia, Hong Kong, New Zealand and Singapore stocks.
iShares FTSE China 25 Index Fund
Tracks FTSE/Xinhua China 25 Index - 25 largest Chinese stocks.
PowerShares India Portfolio
Tracks Indus India Index - 50 large Indian stocks.
Price data from Yahoo! Finance. Click small charts (sparklines) to expand. * Uses 10 years or all years of prices, whichever is less.

To inspect the performance of the 100-Year Portfolio Stocks portfolio, see the returns table and chart below. Portfolio values are computed using weekly closes for stocks from Yahoo! Finance.

The 4 stocks included in the portfolio computations are: SPY, IWM, EPP and FXI. The current value of the portfolio assumes that $2,500.00 was invested (total of $10,000) in each stock at its closing weekly price for the current date in 2005. PIN was excluded from the portfolio computations because of insufficient price data.

100-Year Portfolio Stocks - Return Results
100-Year Portfolio Stocks
Start date:
Start value:
End date:
End value:
Number prices
Minimum value occurred on Mar-02-2009
Maximum value occurred on Mar-13-2017
Total gain or loss (Start date to End date)
Annualized gain or loss (Start date to End date)
Total dollar value on End date of a $10,000 purchase made on Start date
Average percent return for all possible buy/sell combinations
Number returns
Number profitable returns (Winners)
Percent profitable returns
Number unprofitable returns (Losers)
Percent unprofitable returns
Winners to losers ratio
See Stock Return Calculator for return information for individual stocks or ETFs.

Click chart to enlarge it.

Customize your own Portfolio of 100-Year Portfolio Stocks using stocks from the above table. See returns for specified combinations of stocks for specified durations.

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