The Index Matrix

Updated through 2024, the Index Matrix is a browser-based app that displays the historical returns for 41 US and non-US asset class indexes (Asia/Pacific, Australia, Canada, Europe and Scandinavia, Japan, and UK) using a visually powerful heat-mapping technique.

From any starting year along the diagonal, investors can view yearly returns from 1927 to 2024 (for most US indexes) and annualized returns (up from the diagonal) for longer periods up to 97 years. Heat mapping of return ranges offers a big picture view of the “green pastures” the US stock market offers to patient investors who can get beyond the “barbed wire” of short-term volatility.

App Features

Select Index

Choose one of 23 indexes from the pulldown menu.

Keep Returns Off

Create a more powerful visual without the clutter of returns.

Turn Returns On

Get deeper in the weeds by showing the returns in the cells.

Show After Inflation

Most useful with the fixed-income indexes.

Choose Timeframe

Choose a specific year range with returns on or off.

Highlight Year Range

Show 1-5, 6-10, or 11-15 year range across all starting years to show benefit of patience.

Show Details

Review the metrics for the index for a year range.

Compare

Show returns for all indexes and sort by annual return and risk.