100+ datasets found
  1. Vanguards total stock market index fund (VTI) asset allocation breakdown...

    • statista.com
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    Statista, Vanguards total stock market index fund (VTI) asset allocation breakdown U.S. 2023 [Dataset]. https://www.statista.com/statistics/1372152/vanguards-total-stock-market-index-fund-asset-allocation-in-the-usby-security-type/
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    Dataset authored and provided by
    Statistahttp://statista.com/
    Time period covered
    2023
    Area covered
    United States
    Description

    Almost ********* of the total assets managed by Vanguard's total stock market index fund traded under the ticket symbol VTI was allocated to technology stocks. Consumer discretionary stocks accounted for the second largest portion of assets. The asset allocation of the total stock market index fund was comparable to that of the asset allocation of the S&P 500 index. The S&P 500 is often quoted as a barometer of U.S. market performance. However, as the S&P 500 tracks *** of the largest U.S. companies, it is not inclusive of the performance of small and mid-cap companies. Investors can buy into the total stock market index fund (VTI), for wider market exposure.

  2. T

    United States Stock Market Index Data

    • tradingeconomics.com
    csv, excel, json, xml
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    TRADING ECONOMICS, United States Stock Market Index Data [Dataset]. https://tradingeconomics.com/united-states/stock-market
    Explore at:
    excel, xml, json, csvAvailable download formats
    Dataset authored and provided by
    TRADING ECONOMICS
    License

    Attribution 4.0 (CC BY 4.0)https://creativecommons.org/licenses/by/4.0/
    License information was derived automatically

    Time period covered
    Jan 3, 1928 - Jul 14, 2025
    Area covered
    United States
    Description

    The main stock market index of United States, the US500, rose to 6271 points on July 14, 2025, gaining 0.19% from the previous session. Over the past month, the index has climbed 3.94% and is up 11.36% compared to the same time last year, according to trading on a contract for difference (CFD) that tracks this benchmark index from United States. United States Stock Market Index - values, historical data, forecasts and news - updated on July of 2025.

  3. T

    Sweden Stock Market Index Data

    • tradingeconomics.com
    • ru.tradingeconomics.com
    • +13more
    csv, excel, json, xml
    Updated Apr 25, 2024
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    TRADING ECONOMICS (2024). Sweden Stock Market Index Data [Dataset]. https://tradingeconomics.com/sweden/stock-market
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    csv, excel, xml, jsonAvailable download formats
    Dataset updated
    Apr 25, 2024
    Dataset authored and provided by
    TRADING ECONOMICS
    License

    Attribution 4.0 (CC BY 4.0)https://creativecommons.org/licenses/by/4.0/
    License information was derived automatically

    Time period covered
    Sep 30, 1986 - Jul 17, 2025
    Area covered
    Sweden
    Description

    Sweden's main stock market index, the Stockholm, rose to 2557 points on July 17, 2025, gaining 1.76% from the previous session. Over the past month, the index has climbed 3.99%, though it remains 1.58% lower than a year ago, according to trading on a contract for difference (CFD) that tracks this benchmark index from Sweden. Sweden Stock Market Index - values, historical data, forecasts and news - updated on July of 2025.

  4. Weekly development Dow Jones Industrial Average Index 2020-2025

    • ai-chatbox.pro
    • statista.com
    Updated Mar 4, 2025
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    Statista (2025). Weekly development Dow Jones Industrial Average Index 2020-2025 [Dataset]. https://www.ai-chatbox.pro/?_=%2Fstatistics%2F1104278%2Fweekly-performance-of-djia-index%2F%23XgboD02vawLKoDs%2BT%2BQLIV8B6B4Q9itA
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    Dataset updated
    Mar 4, 2025
    Dataset authored and provided by
    Statistahttp://statista.com/
    Time period covered
    Jan 1, 2020 - Mar 2, 2025
    Area covered
    United States
    Description

    The Dow Jones Industrial Average (DJIA) index dropped around 8,000 points in the four weeks from February 12 to March 11, 2020, but has since recovered and peaked at 44,910.65 points as of November 24, 2024. In February 2020 - just prior to the global coronavirus (COVID-19) pandemic, the DJIA index stood at a little over 29,000 points. U.S. markets suffer as virus spreads The COVID-19 pandemic triggered a turbulent period for stock markets – the S&P 500 and Nasdaq Composite also recorded dramatic drops. At the start of February, some analysts remained optimistic that the outbreak would ease. However, the increased spread of the virus started to hit investor confidence, prompting a record plunge in the stock markets. The Dow dropped by more than 3,500 points in the week from February 21 to February 28, which was a fall of 12.4 percent – its worst percentage loss in a week since October 2008. Stock markets offer valuable economic insights The Dow Jones Industrial Average is a stock market index that monitors the share prices of the 30 largest companies in the United States. By studying the performance of the listed companies, analysts can gauge the strength of the domestic economy. If investors are confident in a company’s future, they will buy its stocks. The uncertainty of the coronavirus sparked fears of an economic crisis, and many traders decided that investment during the pandemic was too risky.

  5. Share of Americans investing money in the stock market 1999-2024

    • statista.com
    Updated Jun 25, 2025
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    Statista (2025). Share of Americans investing money in the stock market 1999-2024 [Dataset]. https://www.statista.com/statistics/270034/percentage-of-us-adults-to-have-money-invested-in-the-stock-market/
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    Dataset updated
    Jun 25, 2025
    Dataset authored and provided by
    Statistahttp://statista.com/
    Time period covered
    1999 - 2024
    Area covered
    United States
    Description

    In 2024, ** percent of adults in the United States invested in the stock market. This figure has remained steady over the last few years, and is still below the levels before the Great Recession, when it peaked in 2007 at ** percent. What is the stock market? The stock market can be defined as a group of stock exchanges, where investors can buy shares in a publicly traded company. In more recent years, it is estimated an increasing number of Americans are using neobrokers, making stock trading more accessible to investors. Other investments A significant number of people think stocks and bonds are the safest investments, while others point to real estate, gold, bonds, or a savings account. Since witnessing the significant one-day losses in the stock market during the Financial Crisis, many investors were turning towards these alternatives in hopes for more stability, particularly for investments with longer maturities. This could explain the decrease in this statistic since 2007. Nevertheless, some speculators enjoy chasing the short-run fluctuations, and others see value in choosing particular stocks.

  6. T

    China Shanghai Composite Stock Market Index Data

    • tradingeconomics.com
    • jp.tradingeconomics.com
    • +13more
    csv, excel, json, xml
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    TRADING ECONOMICS, China Shanghai Composite Stock Market Index Data [Dataset]. https://tradingeconomics.com/china/stock-market
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    xml, csv, excel, jsonAvailable download formats
    Dataset authored and provided by
    TRADING ECONOMICS
    License

    Attribution 4.0 (CC BY 4.0)https://creativecommons.org/licenses/by/4.0/
    License information was derived automatically

    Time period covered
    Dec 19, 1990 - Jul 15, 2025
    Area covered
    China
    Description

    China's main stock market index, the SHANGHAI, fell to 3505 points on July 15, 2025, losing 0.42% from the previous session. Over the past month, the index has climbed 3.43% and is up 17.76% compared to the same time last year, according to trading on a contract for difference (CFD) that tracks this benchmark index from China. China Shanghai Composite Stock Market Index - values, historical data, forecasts and news - updated on July of 2025.

  7. The Dow Jones U.S. Completion Total Stock Market Index (Forecast)

    • kappasignal.com
    Updated May 8, 2023
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    KappaSignal (2023). The Dow Jones U.S. Completion Total Stock Market Index (Forecast) [Dataset]. https://www.kappasignal.com/2023/05/the-dow-jones-us-completion-total-stock.html
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    Dataset updated
    May 8, 2023
    Dataset authored and provided by
    KappaSignal
    License

    https://www.kappasignal.com/p/legal-disclaimer.htmlhttps://www.kappasignal.com/p/legal-disclaimer.html

    Description

    This analysis presents a rigorous exploration of financial data, incorporating a diverse range of statistical features. By providing a robust foundation, it facilitates advanced research and innovative modeling techniques within the field of finance.

    The Dow Jones U.S. Completion Total Stock Market Index

    Financial data:

    • Historical daily stock prices (open, high, low, close, volume)

    • Fundamental data (e.g., market capitalization, price to earnings P/E ratio, dividend yield, earnings per share EPS, price to earnings growth, debt-to-equity ratio, price-to-book ratio, current ratio, free cash flow, projected earnings growth, return on equity, dividend payout ratio, price to sales ratio, credit rating)

    • Technical indicators (e.g., moving averages, RSI, MACD, average directional index, aroon oscillator, stochastic oscillator, on-balance volume, accumulation/distribution A/D line, parabolic SAR indicator, bollinger bands indicators, fibonacci, williams percent range, commodity channel index)

    Machine learning features:

    • Feature engineering based on financial data and technical indicators

    • Sentiment analysis data from social media and news articles

    • Macroeconomic data (e.g., GDP, unemployment rate, interest rates, consumer spending, building permits, consumer confidence, inflation, producer price index, money supply, home sales, retail sales, bond yields)

    Potential Applications:

    • Stock price prediction

    • Portfolio optimization

    • Algorithmic trading

    • Market sentiment analysis

    • Risk management

    Use Cases:

    • Researchers investigating the effectiveness of machine learning in stock market prediction

    • Analysts developing quantitative trading Buy/Sell strategies

    • Individuals interested in building their own stock market prediction models

    • Students learning about machine learning and financial applications

    Additional Notes:

    • The dataset may include different levels of granularity (e.g., daily, hourly)

    • Data cleaning and preprocessing are essential before model training

    • Regular updates are recommended to maintain the accuracy and relevance of the data

  8. F

    S&P 500

    • fred.stlouisfed.org
    json
    Updated Jul 14, 2025
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    (2025). S&P 500 [Dataset]. https://fred.stlouisfed.org/series/SP500
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    jsonAvailable download formats
    Dataset updated
    Jul 14, 2025
    License

    https://fred.stlouisfed.org/legal/#copyright-pre-approvalhttps://fred.stlouisfed.org/legal/#copyright-pre-approval

    Description

    View data of the S&P 500, an index of the stocks of 500 leading companies in the US economy, which provides a gauge of the U.S. equity market.

  9. T

    Hong Kong Stock Market Index (HK50) Data

    • tradingeconomics.com
    • jp.tradingeconomics.com
    • +13more
    csv, excel, json, xml
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    TRADING ECONOMICS, Hong Kong Stock Market Index (HK50) Data [Dataset]. https://tradingeconomics.com/hong-kong/stock-market
    Explore at:
    excel, csv, xml, jsonAvailable download formats
    Dataset authored and provided by
    TRADING ECONOMICS
    License

    Attribution 4.0 (CC BY 4.0)https://creativecommons.org/licenses/by/4.0/
    License information was derived automatically

    Time period covered
    Jul 31, 1964 - Jul 16, 2025
    Area covered
    Hong Kong
    Description

    Hong Kong's main stock market index, the HK50, rose to 24621 points on July 16, 2025, gaining 0.13% from the previous session. Over the past month, the index has climbed 2.67% and is up 38.79% compared to the same time last year, according to trading on a contract for difference (CFD) that tracks this benchmark index from Hong Kong. Hong Kong Stock Market Index (HK50) - values, historical data, forecasts and news - updated on July of 2025.

  10. Commodity Index Funds Market Report | Global Forecast From 2025 To 2033

    • dataintelo.com
    csv, pdf, pptx
    Updated Oct 5, 2024
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    Dataintelo (2024). Commodity Index Funds Market Report | Global Forecast From 2025 To 2033 [Dataset]. https://dataintelo.com/report/commodity-index-funds-market
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    csv, pdf, pptxAvailable download formats
    Dataset updated
    Oct 5, 2024
    Dataset authored and provided by
    Dataintelo
    License

    https://dataintelo.com/privacy-and-policyhttps://dataintelo.com/privacy-and-policy

    Time period covered
    2024 - 2032
    Area covered
    Global
    Description

    Commodity Index Funds Market Outlook



    The global commodity index funds market size was valued at approximately $200 billion in 2023 and is projected to reach nearly $400 billion by 2032, growing at a robust CAGR of 7.5% during the forecast period. The significant growth in this market can be attributed to the increasing demand for diversification in investment portfolios and the inherent benefits of hedging against inflation that commodity investments provide. Furthermore, the volatility in global stock markets and geopolitical uncertainties have led investors to seek safer, more stable investment avenues, thus driving the growth of commodity index funds.



    One of the primary growth factors propelling the commodity index funds market is the rising awareness among investors about the advantages of commodity investments as a hedge against inflation. Commodities, unlike stocks and bonds, often move inversely to the stock market, providing a cushion during market downturns. This characteristic makes commodity index funds an attractive option for risk-averse investors and those looking to balance their portfolios. Additionally, the globalization of trade and the increasing demand for raw materials in emerging markets have further spurred the demand for commodity investments.



    Technological advancements in trading platforms have also significantly contributed to the growth of this market. The advent of sophisticated online platforms has made it easier for retail investors to access and invest in commodity index funds. These platforms offer a range of tools and resources that help investors make informed decisions, thereby democratizing access to commodity investments. Moreover, the rise of robo-advisors and algorithm-based trading strategies has further simplified the investment process, attracting a new generation of tech-savvy investors.



    The regulatory landscape has also played a crucial role in shaping the commodity index funds market. Governments and financial regulatory bodies across the globe have been working to create a transparent and secure trading environment. Regulatory reforms aimed at reducing market manipulation and increasing transparency have instilled confidence among investors, thereby boosting the market. Additionally, tax incentives and favorable policies for commodity investments in various countries have also contributed to market growth.



    In terms of regional outlook, North America holds a significant share of the global commodity index funds market, followed by Europe and Asia Pacific. The presence of well-established financial markets and a high level of investor awareness in North America are key factors driving the market in this region. Europe, with its strong regulatory framework and increasing adoption of alternative investment strategies, is also witnessing substantial growth. Meanwhile, the Asia Pacific region is emerging as a lucrative market, driven by the rapid economic growth in countries like China and India, and the increasing interest in commodity investments among institutional and retail investors.



    Fund Type Analysis



    When analyzing the market by fund type, Broad Commodity Index Funds dominate the landscape. These funds invest in a diversified portfolio of commodities, making them a popular choice for investors seeking broad exposure to the commodity markets. The broad commodity index funds are designed to track the performance of a basket of commodities, ranging from energy products to metals and agricultural goods. This diversification helps mitigate risks associated with the volatility of individual commodities, thereby providing a more stable investment option for risk-averse investors.



    Single Commodity Index Funds, on the other hand, focus on specific commodities such as gold, oil, or agricultural products. These funds appeal to investors who have a strong conviction about the performance of a particular commodity. For instance, during periods of economic uncertainty, gold-focused funds often see a surge in demand as investors flock to the safe-haven asset. Similarly, energy-focused funds attract investors when there are disruptions in oil supply or significant geopolitical events affecting oil prices. While these funds offer the potential for high returns, they also come with higher risks due to their lack of diversification.



    Sector Commodity Index Funds are another important segment within the commodity index funds market. These funds concentrate on commodities within a specific sector, such as energy, agriculture, or metals, allowing investors to target particular segments of the commo

  11. T

    Russia Stock Market Index MOEX CFD Data

    • tradingeconomics.com
    • ko.tradingeconomics.com
    • +12more
    csv, excel, json, xml
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    TRADING ECONOMICS, Russia Stock Market Index MOEX CFD Data [Dataset]. https://tradingeconomics.com/russia/stock-market
    Explore at:
    json, csv, excel, xmlAvailable download formats
    Dataset authored and provided by
    TRADING ECONOMICS
    License

    Attribution 4.0 (CC BY 4.0)https://creativecommons.org/licenses/by/4.0/
    License information was derived automatically

    Time period covered
    Sep 22, 1997 - Jul 11, 2025
    Area covered
    Russia
    Description

    Russia's main stock market index, the MOEX, fell to 2642 points on July 11, 2025, losing 3.31% from the previous session. Over the past month, the index has declined 3.94% and is down 11.21% compared to the same time last year, according to trading on a contract for difference (CFD) that tracks this benchmark index from Russia. Russia Stock Market Index MOEX CFD - values, historical data, forecasts and news - updated on July of 2025.

  12. Monthly development S&P 500 Index 2018-2024

    • statista.com
    Updated Feb 28, 2025
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    Statista (2025). Monthly development S&P 500 Index 2018-2024 [Dataset]. https://www.statista.com/statistics/697624/monthly-sandp-500-index-performance/
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    Dataset updated
    Feb 28, 2025
    Dataset authored and provided by
    Statistahttp://statista.com/
    Time period covered
    Jan 2018 - Dec 2024
    Area covered
    United States
    Description

    The S&P 500, an index of 500 publicly traded companies in the United States, closed at 5,881.63 points on the last trading day of December 2024. What is the S&P 500? The S&P 500 is a stock market index that tracks the evolution of 500 companies. In contrast to the Dow Jones Industrial Index, which measures the performance of thirty large U.S. companies, the S&P 500 shows the sentiments in the broader market. Publicly traded companies Companies on the S&P 500 are publicly traded, meaning that anyone can invest in them. A large share of adults in the United States invest in the stock market, though many of these are through a retirement account or mutual fund. While most people make a modest return, the most successful investors have made billions of U.S. dollars through investing.

  13. F

    Index of Common Stock Prices, New York Stock Exchange for United States

    • fred.stlouisfed.org
    json
    Updated Aug 15, 2012
    + more versions
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    (2012). Index of Common Stock Prices, New York Stock Exchange for United States [Dataset]. https://fred.stlouisfed.org/series/M11007USM322NNBR
    Explore at:
    jsonAvailable download formats
    Dataset updated
    Aug 15, 2012
    License

    https://fred.stlouisfed.org/legal/#copyright-citation-requiredhttps://fred.stlouisfed.org/legal/#copyright-citation-required

    Area covered
    United States
    Description

    Graph and download economic data for Index of Common Stock Prices, New York Stock Exchange for United States (M11007USM322NNBR) from Jan 1902 to May 1923 about New York, stock market, indexes, and USA.

  14. h

    Indices-Daily-Price

    • huggingface.co
    Updated May 29, 2024
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    Papers With Backtest (2024). Indices-Daily-Price [Dataset]. https://huggingface.co/datasets/paperswithbacktest/Indices-Daily-Price
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    Dataset updated
    May 29, 2024
    Dataset authored and provided by
    Papers With Backtest
    License

    https://choosealicense.com/licenses/other/https://choosealicense.com/licenses/other/

    Description

    Dataset Information

    This dataset includes daily price data for various stock indices.

      Instruments Included
    

    ADSMI: United Arab Emirates Stock Market (ADX General) - United Arab Emirates AEX: Netherlands Stock Market (AEX) - Netherlands (NL) AS30: Australian All - Australia (AU) AS51: Australia S&P/ASX 200 Stock Market Index - Australia (AU) AS52: ASX 50 - Australia (AU) ASE: Greece Stock Market (ASE) - Greece (GR) ATX: Austria Stock Market (ATX) - Austria (AT) BEL20:… See the full description on the dataset page: https://huggingface.co/datasets/paperswithbacktest/Indices-Daily-Price.

  15. Countries with largest stock markets globally 2025

    • statista.com
    Updated Jun 18, 2025
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    Statista (2025). Countries with largest stock markets globally 2025 [Dataset]. https://www.statista.com/statistics/710680/global-stock-markets-by-country/
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    Dataset updated
    Jun 18, 2025
    Dataset authored and provided by
    Statistahttp://statista.com/
    Time period covered
    2025
    Area covered
    Worldwide
    Description

    In 2025, stock markets in the United States accounted for roughly ** percent of world stocks. The next largest country by stock market share was China, followed by the European Union as a whole. The New York Stock Exchange (NYSE) and the NASDAQ are the largest stock exchange operators worldwide. What is a stock exchange? The first modern publicly traded company was the Dutch East Industry Company, which sold shares to the general public to fund expeditions to Asia. Since then, groups of companies have formed exchanges in which brokers and dealers can come together and make transactions in one space. Stock market indices group companies trading on a given exchange, giving an idea of how they evolve in real time. Appeal of stock ownership Over half of adults in the United States are investing money in the stock market. Stocks are an attractive investment because the possible return is higher than offered by other financial instruments.

  16. M

    Dow Jones - 100 Year Historical Chart

    • macrotrends.net
    csv
    Updated Jun 30, 2025
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    MACROTRENDS (2025). Dow Jones - 100 Year Historical Chart [Dataset]. https://www.macrotrends.net/1319/dow-jones-100-year-historical-chart
    Explore at:
    csvAvailable download formats
    Dataset updated
    Jun 30, 2025
    Dataset authored and provided by
    MACROTRENDS
    License

    Attribution 4.0 (CC BY 4.0)https://creativecommons.org/licenses/by/4.0/
    License information was derived automatically

    Time period covered
    1915 - 2025
    Area covered
    United States
    Description

    Interactive chart of the Dow Jones Industrial Average (DJIA) stock market index for the last 100 years. Historical data is inflation-adjusted using the headline CPI and each data point represents the month-end closing value. The current month is updated on an hourly basis with today's latest value.

  17. i

    datasets of stock market indices.

    • ieee-dataport.org
    Updated Apr 7, 2024
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    Enrique Gonzalez Nunez (2024). datasets of stock market indices. [Dataset]. https://ieee-dataport.org/documents/datasets-stock-market-indices
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    Dataset updated
    Apr 7, 2024
    Authors
    Enrique Gonzalez Nunez
    License

    Attribution 4.0 (CC BY 4.0)https://creativecommons.org/licenses/by/4.0/
    License information was derived automatically

    Description

    DAX

  18. G

    Stock market index around the world | TheGlobalEconomy.com

    • theglobaleconomy.com
    csv, excel, xml
    Updated Jan 20, 2020
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    Globalen LLC (2020). Stock market index around the world | TheGlobalEconomy.com [Dataset]. www.theglobaleconomy.com/rankings/share_price_index/
    Explore at:
    xml, csv, excelAvailable download formats
    Dataset updated
    Jan 20, 2020
    Dataset authored and provided by
    Globalen LLC
    License

    Attribution 4.0 (CC BY 4.0)https://creativecommons.org/licenses/by/4.0/
    License information was derived automatically

    Time period covered
    2025
    Area covered
    World
    Description

    Trends in Stock market index. The latest data for over 100 countries around the world.

  19. M

    S&P 500 - 100 Year Historical Chart

    • macrotrends.net
    csv
    Updated Jun 30, 2025
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    MACROTRENDS (2025). S&P 500 - 100 Year Historical Chart [Dataset]. https://www.macrotrends.net/2324/sp-500-historical-chart-data
    Explore at:
    csvAvailable download formats
    Dataset updated
    Jun 30, 2025
    Dataset authored and provided by
    MACROTRENDS
    License

    Attribution 4.0 (CC BY 4.0)https://creativecommons.org/licenses/by/4.0/
    License information was derived automatically

    Time period covered
    1915 - 2025
    Area covered
    United States
    Description

    Interactive chart of the S&P 500 stock market index since 1927. Historical data is inflation-adjusted using the headline CPI and each data point represents the month-end closing value. The current month is updated on an hourly basis with today's latest value.

  20. Mutual Funds Market Analysis, Size, and Forecast 2025-2029: North America...

    • technavio.com
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    Technavio, Mutual Funds Market Analysis, Size, and Forecast 2025-2029: North America (US and Canada), Europe (France, Germany, Italy, Spain, and UK), APAC (Australia, China, and India), and Rest of World (ROW) [Dataset]. https://www.technavio.com/report/mutual-funds-market-analysis
    Explore at:
    Dataset provided by
    TechNavio
    Authors
    Technavio
    Time period covered
    2021 - 2025
    Area covered
    Global, United States
    Description

    Snapshot img

    Mutual Funds Market Size 2025-2029

    The mutual funds market size is forecast to increase by USD 85.5 trillion, at a CAGR of 9.9% between 2024 and 2029.

    The market is characterized by the significant growth of mutual fund assets in developing nations, driven by increasing financial literacy and expanding middle classes. This trend is fueled by the desire for diversified investment opportunities and the convenience of mutual funds as an investment vehicle. Asset managers must mitigate these risks through effective risk management software and practices and transparent communication with investors. However, these regions also pose risks such as political instability, regulatory uncertainties, and currency fluctuations. Banks, FIIs, insurance companies, and other financial institutions offer mutual funds, providing access to a diverse range of securities. Companies seeking to capitalize on market opportunities must navigate these challenges effectively by implementing robust risk management strategies and maintaining transparency with investors.
    Additionally, they can explore partnerships with local financial institutions and offer tailored investment solutions to cater to the unique needs of developing markets. By focusing on risk mitigation and local market expertise, mutual fund providers can effectively tap into the vast potential of emerging markets and drive sustainable growth.
    

    What will be the Size of the Mutual Funds Market during the forecast period?

    Explore in-depth regional segment analysis with market size data - historical 2019-2023 and forecasts 2025-2029 - in the full report.
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    In the ever-evolving mutual fund market, dynamics continue to unfold, shaping the landscape across various sectors. Index funds, with their passive investment strategy, have gained significant traction, challenging active management's traditional dominance. Performance measurement remains a critical focus, with benchmarks providing a yardstick for evaluation. Fund compliance adheres to regulations, ensuring transparency and fairness. Active management persists, with fund managers employing diverse investment strategies, from value investing to ESG and quantitative approaches. Fund holdings and returns are closely monitored, with tax implications and volatility influencing investor decisions. Fund advisory services offer guidance, while private equity and alternative investments broaden the investment universe.

    Expense ratios and fund administration costs are under constant scrutiny, with risk management and fund distribution channels optimizing accessibility. The investment horizon, asset allocation, and fund ratings influence investor behavior. Fund sales, rebalancing, and redemption processes continue to evolve, ensuring flexibility for investors. Fund transparency and disclosure are paramount, with share classes catering to different investor needs. Hedge funds and mutual funds coexist, offering distinct investment opportunities. Fund prospectuses provide essential information, while marketing and comparison tools facilitate informed decisions. Investment objectives and reviews enable continuous improvement. The mutual fund market's continuous dynamism underscores the importance of adaptability and knowledge.

    How is this Mutual Funds Industry segmented?

    The mutual funds industry research report provides comprehensive data (region-wise segment analysis), with forecasts and estimates in 'USD trillion' for the period 2025-2029, as well as historical data from 2019-2023 for the following segments.

    Type
    
      Stock funds
      Bond funds
      Money market funds
      Hybrid funds
    
    
    Distribution Channel
    
      Advice channel
      Retirement plan channel
      Institutional channel
      Direct channel
      Supermarket channel
    
    
    Geography
    
      North America
    
        US
        Canada
    
    
      Europe
    
        France
        Germany
        Italy
        Spain
        UK
    
    
      APAC
    
        Australia
        China
        India
    
    
      Rest of World (ROW)
    

    By Type Insights

    The stock funds segment is estimated to witness significant growth during the forecast period.

    Mutual funds, specifically stock mutual funds, offer investors a diverse range of investment opportunities in corporate equities. These funds differ significantly, with various types catering to distinct investment objectives. For instance, growth funds focus on stocks with high growth potential, while income funds prioritize stocks yielding regular dividends. Index funds mirror a specific market index, such as the S&P 500, and sector funds invest in a particular industry sector. The mutual fund market is regulated, ensuring transparency and compliance with securities laws. Portfolio management plays a crucial role in selecting and managing the fund's holdings to achieve the investment strategy's objectives.

    The fund's liquidity, represented by its ability to buy and sell shares, is essential for investors. Exchange-traded funds

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Statista, Vanguards total stock market index fund (VTI) asset allocation breakdown U.S. 2023 [Dataset]. https://www.statista.com/statistics/1372152/vanguards-total-stock-market-index-fund-asset-allocation-in-the-usby-security-type/
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Vanguards total stock market index fund (VTI) asset allocation breakdown U.S. 2023

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Dataset authored and provided by
Statistahttp://statista.com/
Time period covered
2023
Area covered
United States
Description

Almost ********* of the total assets managed by Vanguard's total stock market index fund traded under the ticket symbol VTI was allocated to technology stocks. Consumer discretionary stocks accounted for the second largest portion of assets. The asset allocation of the total stock market index fund was comparable to that of the asset allocation of the S&P 500 index. The S&P 500 is often quoted as a barometer of U.S. market performance. However, as the S&P 500 tracks *** of the largest U.S. companies, it is not inclusive of the performance of small and mid-cap companies. Investors can buy into the total stock market index fund (VTI), for wider market exposure.

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