??? ????O?? ?? 500

1949 ???? ?????? 2007 ?????? ???&?? 500 ????? ???? ???????? ?????

?????? ??????? ?????? ?????? ???&?? 500 ????? ?????? ?????

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????? ???????? ??.???.-?????? ???????????? ??????? ????? ??? ????????? ???? ?????? ?????????? ?????? ????? ????? ??????? ??????????. ^[?] ? ?????? ??????????? ?????? ??? ???????? ??.???. ?????? ?????????????????, ????? ???? ??.???. ??????? ???? ?????? ????????????? ???????????? (????? ???? ???????) ??????????????, ??????????? ??????? ???? ????? ???????????? ???????????????????? ?????????????????? ???????????, ??? ???? ??.???. ????????? ?????????? ???????????????????????. ^[?]

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????????? ?? ?????? ?????????? ??????. ?????, ???????????? & ????? ?? ??????????? ?????????????? ????????? ??????????? ????????? ????????? ????????? ?????? ???????????? ("??????" ???? ??????????????) ????? ????????? ????????????? ???????????????????. ? ??????????? ???? ????????? ????????????, ????????? ?????? ??, ???? ???? ????? ???????? ????????? ??, ???? ???? ????????????.

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?????? ???????? ???????? ????? ??????-??????? ???????? ???? ??????? ???????????? ???? ????? ?????????? ?????????????? ???????????? ???? ???&?? ???? ?????????????????? ?????????????????? (????? ????? ?????????? ?????) ???????????? ??????????. ?????? ??? ????????? ???????? ???&?? ????? ???????????? (????????????) ????????????. ??? ??????????, ???&?? ??? ? ?????? ??????????? ???? ??????? ???? ????? ?????? ??????????????? ???????????, ??????? ??????? ?????? ????????????????? ??????????? ???&?? ??? ????? ??????????????????? ??????????? ??????? ? ?????? ?????????? ????? ??????????. ?????? ????????? ????? ???????????????? ??? ???&?? ??? ????? ??????????? ??????? ???? ????? ??????????, ??????? ????????????? ???? ?????? ? ????????????? ???????? ????????????? ???. ^[??] ?????? ???????? ???????? ???? ??????????? ?????????. ?????????, ???????? ?????? ?????? ?? ???? ??? ????? ??????? ???&?? ??? ????????? ???????????????.

???&?? ??? ?? ?????????? ???? ????????? ?????????? ?????? ???????? ??????, ??????????? ???? ?????????????????? ???????????? & ????? ??? ????????? ????????? ??????? ??????????? ????????????? ???????????? ???? ??????-??????? ????? (??????) ?????????? ??? ????? ??????????. ? ???????????? ???? ???????????? & ??????? ????????? ??????? ???? ??????????????; NYSE : SPY , ????????? ???? ???????? ???? ???????? ????????? ??? ??????????? ???? ??????????????, "?????????" ???? ?????????????????, ????? ??????????? ?????? ???????? ??????? ?????????? ???? ??????? ????????????. ???????? ????????????? ??????? ???????? ????? ??? ???-??? ??????? ?????? ????? ?????????????????; ??? ?????? ?????? ?????????????? ?????? ????? ????? ??????? ????????????.

???????? ??, ???? ????, ???????? ?????????????? ???????? ??? ??????? ?????????? ??????????????; $??.?? ????????? ????? ??????, ??????????????????? ?????? ??????? ??????? ? ???????? ???????????????? ?? ??????? ????????????? ??????????. ^[??] ????????????? ????????? ???????? ???&?? ??? NYSE : IVV ????? ?????????, ??? ??????????????? ??????????, ???? ??????????? ?????????????????????. ???????????????? ????? ???????? ???? ??? ???? ????????? ?.?% ?????? ????? ???????? ????? ??????????? ???????; ??? ???&?? ??? ?? (???????? ????? ??????????? ???? ????) ??????? ???? ?????????????????? ??????? ??????????? ????????? ???????? ?????? ???? ????????????? ???? ??????????????????????.

??????????????? ????, ???? ?????????????? ???????? ??? ???&?? ?? ???? ??????????? ???????? ???? ?????? ????? ????????? NYSE : RSP , ??? ???&?? ??? ?????? ????? ?????????? ???????? ???????????????? (??????????????)????? ?????????. ?????? ????????, ???????? ??? ??????? ???&?? ??? ????? ?????????? ????? ?x ??????????? ????????? NYSE : RSU , ??? ???&?? ??? ? ????????? ?????????????????? ???% ???? ??????????? ??????????????? ????? ???????? ?x NYSE : RSW ??? ???????? ????????? ?????????????????? ???% ???? ??????????? ??????? ??????????. ?????????????? ????????? ???????? ??????? ?????????? ??????????? ???????, ???????? ?x ?????????????, NYSE : SDS ????? ?x ??????????????? ???? ???? ????? ???????????? ??????????? ???????? ????????????? ????? NYSE : SH ?????????. NYSE : SSO ????? ??????? ???????????? (??????????????), ???????????? ?x ????????????? ????? ??? ?????????, NYSE : UPRO ??? ???&?? ??? ? ????????? ?????????????????? ???% ???? ??????????? ???????????? ????????? ?????? ???????? ?x ????????????? ?? NYSE : SPXU ???&?? ??? ? ????????? ????? ?????????????????? ???% ???? ??????????? ???????????? ?????????.

????????????? ??????????????, ?????? ????????? ??????????? (???????) ??? ????????? ??????????? ????? ???????, ??? ????????? ??????????????? ????? ???? ????? ????????? ?????????? ?????? ??????????? ???? ??????? ? ?????????? ????????????????????? ??????? ??????????, ????? ?????? ?????? ?????????? ?????? ?????????? ???????????. ?????? ????????, ?????? ?????? ???????? ??????????? (??????) ??? ???&?? ??? ???? ?????? ???&?? ??? ????????? ????, ???????? ?????????? ????? ?????????????????? ????????? ?????? ???????????? ?????????.

?????????? ?????????? [ ???????? ]

???????? (?) [ ???????? ]

???????????	??????????? ????	??????
100	100.38	???? 4, 1968
200	201.41	??????? 21, 1985
300	301.16	?????? 23, 1987
400	404.84	???????? 26, 1991
500	500.97	?????? 24, 1995
600	600.07	??????? 17, 1995
700	701.46	???????? 4, 1996
800	802.77	????????? 12, 1997
900	904.03	???? 2, 1997
1,000	1,001.27	????????? 2, 1998
1,100	1,105.65	?????? 24, 1998
1,200	1,202.84	???????? 21, 1998
1,300	1,307.26	?????? 15, 1999
1,400	1,403.28	???? 9, 1999
1,500	1,500.64	?????? 22, 2000
????? ????? ??????????????	1,565.15	???????? 9, 2007
?????? ??????? ???? ???????? ????	1,576.09	???????? 11, 2007

????? ??????? ?????? (??) [ ???????? ]

????	??????? ???	$1.00 ?????? ?????????	5 ???? ??????? ??????? (g/i)=(1+ar)^5	10 ???? ??????? ??????? (g/i)=(1+ar)^10	15 ???? ??????? ??????? (g/i)=(1+ar)^15
1988	17%	$1.17	-	-	-
1989	31.69%	$1.54	-	-	-
1990	?3.10%	$1.49	-	-	-
1991	30.47%	$1.94	-	-	-
1992	7.62%	$2.09	15.88%	-	-
1993	10.08%	$2.30	14.55%	-	-
1994	1.32%	$2.33	8.70%	-	-
1995	37.58%	$3.21	16.59%	-	-
1996	22.96%	$3.94	15.22%	-	-
1997	33.36%	$5.26	20.27%	18.05%	-
1998	28.58%	$6.76	24.06%	19.21%	-
1999	21.04%	$8.18	28.56%	18.21%	-
2000	?9.10%	$7.44	18.33%	17.46%	-
2001	?11.89%	$6.55	10.70%	12.94%	-
2002	?22.10%	$5.10	?0.59%	9.34%	11.47%
2003	28.69%	$6.57	?0.57%	11.07%	12.19%
2004	10.88%	$7.28	?2.30%	12.07%	10.91%
2005	4.91%	$7.64	0.54%	9.07%	11.51%
2006	15.79%	$8.85	6.19%	8.42%	10.65%
2007	5.49%	$9.33	12.83%	5.91%	10.48%
2008	?37.00%	$5.88	?2.19%	?1.38%	6.46%
2009	26.46%	$7.26	?0.06%	?1.19%	7.87%
?????	37.58%

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?????? ?????? [ ???????? ]

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Wikinvest:S&P 500

????????? [ ???????? ]

↑ "S&P 500 Index" . fool.com . Retrieved 2010-05-18 .
↑ "Equitable Resources joins S&P 500, replaces Transocean: S&P" . MarketWatch. 2008-12-12 . Retrieved 2010-05-18 .
↑ "Yahoo! Finance: ^GSPC" . {{ cite web }}: Cite has empty unknown parameter: |coauthors= ( help )
↑ "Google Finance: .INX" . {{ cite web }}: Cite has empty unknown parameter: |coauthors= ( help )
↑ "MarketWatch: $SPX" . {{ cite web }}: Cite has empty unknown parameter: |coauthors= ( help )
↑ 1929? ???????? ?????? ??????? ????????? ???&?? 500 ???????? ????????
↑ ?????? ???, ?? ????? 7600?????? ????? ???????
↑ Sommer, Jeff (2008-11-23). "A Friday Rally Can't Save the Week". ? ???? ?????? ?????? . {{ cite news }}: |access-date= requires |url= ( help )
↑ ???????????:????????- ????! ?????????? ???? ????????? ????????? ??????
↑ ^??.? ^??.? ^??.? "Berkshire Hathaway to join S&P 500, shares soar" . Reuters. 2010-01-26 . Retrieved 2010-01-26 .
↑ "S&P - Indices > Equity Indices - S&P 500 - Index Table" . {{ cite web }}: Cite has empty unknown parameter: |coauthors= ( help )
↑ "Description" . {{ cite web }}: Cite has empty unknown parameter: |coauthors= ( help )
↑ "Investopedia Vanguard Profile" .
↑ ???????:????! ?????????? ???????? 6, 2008 ? ??????? ???????? ????????? ???????

????? ???????? [ ???????? ]

[1] "S&P 500 Index" . fool.com . Retrieved 2010-05-18 .

[2] "Equitable Resources joins S&P 500, replaces Transocean: S&P" . MarketWatch. 2008-12-12 . Retrieved 2010-05-18 .

[3] "Yahoo! Finance: ^GSPC" . {{ cite web }}: Cite has empty unknown parameter: |coauthors= ( help )

[4] "Google Finance: .INX" . {{ cite web }}: Cite has empty unknown parameter: |coauthors= ( help )

[5] "MarketWatch: $SPX" . {{ cite web }}: Cite has empty unknown parameter: |coauthors= ( help )

[6] 1929? ???????? ?????? ??????? ????????? ???&?? 500 ???????? ????????

[7] ?????? ???, ?? ????? 7600?????? ????? ???????

[8] Sommer, Jeff (2008-11-23). "A Friday Rally Can't Save the Week". ? ???? ?????? ?????? . {{ cite news }}: |access-date= requires |url= ( help )

[9] ???????????:????????- ????! ?????????? ???? ????????? ????????? ??????

[Reuters-10] ??.? ^??.? ^??.? "Berkshire Hathaway to join S&P 500, shares soar" . Reuters. 2010-01-26 . Retrieved 2010-01-26 .

[11] "S&P - Indices > Equity Indices - S&P 500 - Index Table" . {{ cite web }}: Cite has empty unknown parameter: |coauthors= ( help )

[12] "Description" . {{ cite web }}: Cite has empty unknown parameter: |coauthors= ( help )

[13] "Investopedia Vanguard Profile" .

[14] ???????:????! ?????????? ???????? 6, 2008 ? ??????? ???????? ????????? ???????

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