--- title: "Reference Data Tables" description: "Financial reference tables covering retirement contribution limits, market index returns, ETF data, bond yields, economic indicators, and trading rules." canonical: https://www.getswoopr.com/tables/ source: "Swoopr Investment: https://www.getswoopr.com" --- ## Direct Answer > This library collects over 100 financial reference tables organized by category: retirement contribution limits, index return histories, ETF characteristics, bond yields, economic indicators, and trading rules. All data is sourced from primary authorities (IRS, SEC, Federal Reserve, BLS) and each table page cites its source and last-verified date. # Reference Data Tables ## Retirement and tax limits IRS-set contribution limits, income thresholds, and penalty rules for retirement accounts, updated each year after IRS publication. - [401(k) contribution limits by year](https://www.getswoopr.com/tables/retirement/401k-contribution-limits/) - [IRA contribution limits by year](https://www.getswoopr.com/tables/retirement/ira-contribution-limits/) - [Roth IRA income limits and phase-out ranges](https://www.getswoopr.com/tables/retirement/roth-ira-income-limits/) - [Traditional IRA deductibility income limits](https://www.getswoopr.com/tables/retirement/traditional-ira-deductibility-limits/) - [SEP IRA contribution limits by year](https://www.getswoopr.com/tables/retirement/sep-ira-contribution-limits/) - [SIMPLE IRA contribution limits by year](https://www.getswoopr.com/tables/retirement/simple-ira-contribution-limits/) - [HSA contribution limits by year](https://www.getswoopr.com/tables/retirement/hsa-contribution-limits/) - [529 plan contribution limits and gift tax rules](https://www.getswoopr.com/tables/retirement/529-plan-contribution-limits/) - [RMD uniform lifetime table](https://www.getswoopr.com/tables/retirement/rmd-uniform-lifetime-table/) - [Social Security taxable wage base by year](https://www.getswoopr.com/tables/retirement/social-security-wage-base/) - [Medicare IRMAA premium surcharge thresholds](https://www.getswoopr.com/tables/retirement/medicare-irmaa-thresholds/) - [Long-term capital gains tax rates by income](https://www.getswoopr.com/tables/retirement/capital-gains-tax-rates/) - [Net investment income surtax thresholds](https://www.getswoopr.com/tables/retirement/nii-surtax-thresholds/) - [Qualified dividend tax rates by filing status](https://www.getswoopr.com/tables/retirement/qualified-dividend-tax-rates/) - [Estate tax exemption and rate history](https://www.getswoopr.com/tables/retirement/estate-tax-exemption-history/) - [403(b) contribution limits by year](https://www.getswoopr.com/tables/retirement/403b-contribution-limits/) - [457(b) contribution limits by year](https://www.getswoopr.com/tables/retirement/457b-contribution-limits/) - [Defined benefit plan annual benefit limits](https://www.getswoopr.com/tables/retirement/defined-benefit-limits/) - [Wash sale rule: disallowed loss reference table](https://www.getswoopr.com/tables/retirement/wash-sale-rule-reference/) - [Required minimum distribution age history](https://www.getswoopr.com/tables/retirement/required-minimum-distribution-age-history/) - [All retirement & tax limit tables](https://www.getswoopr.com/tables/retirement/) ## Market returns and index data Historical annual returns for major stock, bond, and blended indexes. - [S&P 500 annual returns 1928-present](https://www.getswoopr.com/tables/returns/sp500-annual-returns/) - [NASDAQ Composite annual returns](https://www.getswoopr.com/tables/returns/nasdaq-composite-annual-returns/) - [Dow Jones Industrial Average annual returns](https://www.getswoopr.com/tables/returns/dow-jones-annual-returns/) - [Russell 2000 annual returns](https://www.getswoopr.com/tables/returns/russell-2000-annual-returns/) - [MSCI World Index annual returns](https://www.getswoopr.com/tables/returns/msci-world-annual-returns/) - [MSCI Emerging Markets annual returns](https://www.getswoopr.com/tables/returns/msci-emerging-markets-annual-returns/) - [Bloomberg U.S. Aggregate Bond Index annual returns](https://www.getswoopr.com/tables/returns/bloomberg-us-aggregate-annual-returns/) - [U.S. Treasury total return index history](https://www.getswoopr.com/tables/returns/us-treasury-total-return/) - [60/40 portfolio annual returns history](https://www.getswoopr.com/tables/returns/60-40-portfolio-annual-returns/) - [S&P 500 sector annual returns by year](https://www.getswoopr.com/tables/returns/sp500-sector-annual-returns/) - [S&P 500 rolling 10-year return history](https://www.getswoopr.com/tables/returns/sp500-decennial-returns/) - [Inflation-adjusted S&P 500 returns history](https://www.getswoopr.com/tables/returns/inflation-adjusted-sp500-returns/) - [S&P 500 historical drawdowns and recovery times](https://www.getswoopr.com/tables/returns/sp500-drawdown-history/) - [Asset class return comparison by decade](https://www.getswoopr.com/tables/returns/asset-class-return-comparison/) - [S&P 500 average monthly returns (seasonality)](https://www.getswoopr.com/tables/returns/sp500-monthly-seasonal-returns/) - [VIX index annual average and range history](https://www.getswoopr.com/tables/returns/vix-history-annual/) - [S&P 500 P/E ratio and CAPE history](https://www.getswoopr.com/tables/returns/sp500-pe-ratio-history/) - [S&P 500 dividend yield history](https://www.getswoopr.com/tables/returns/dividend-yield-history/) - [U.S. bear market history: dates, depth, duration](https://www.getswoopr.com/tables/returns/bear-market-history/) - [U.S. bull market history: dates, gain, duration](https://www.getswoopr.com/tables/returns/bull-market-history/) - [All market return and index tables](https://www.getswoopr.com/tables/returns/) ## ETF reference data Expense ratios, AUM, and characteristics for the most widely held ETFs. - [Largest U.S. ETFs by assets under management](https://www.getswoopr.com/tables/etf/largest-us-etfs-by-aum/) - [S&P 500 ETF comparison: SPY, IVV, VOO](https://www.getswoopr.com/tables/etf/sp500-etf-comparison/) - [Total market ETF comparison](https://www.getswoopr.com/tables/etf/total-market-etf-comparison/) - [International equity ETF comparison](https://www.getswoopr.com/tables/etf/international-etf-comparison/) - [Bond ETF comparison: AGG, BND, SCHZ](https://www.getswoopr.com/tables/etf/bond-etf-comparison/) - [Sector ETF expense ratios by SPDR, iShares, Vanguard](https://www.getswoopr.com/tables/etf/sector-etf-expense-ratios/) - [Leveraged ETF expense ratios and decay reference](https://www.getswoopr.com/tables/etf/leveraged-etf-expense-ratios/) - [Dividend ETF comparison: VYM, SCHD, DVY, HDV](https://www.getswoopr.com/tables/etf/dividend-etf-comparison/) - [Gold and commodity ETF comparison](https://www.getswoopr.com/tables/etf/gold-commodity-etf-comparison/) - [REIT ETF comparison: VNQ, SCHH, IYR](https://www.getswoopr.com/tables/etf/reit-etf-comparison/) - [All ETF reference tables](https://www.getswoopr.com/tables/etf/) ## Company financial history Multi-year financial data for large-cap companies formatted as investor research reference tables. - [Apple revenue, earnings, and margins history](https://www.getswoopr.com/tables/company/apple-revenue-earnings-history/) - [Microsoft revenue, earnings, and margins history](https://www.getswoopr.com/tables/company/microsoft-revenue-earnings-history/) - [Amazon revenue, earnings, and margins history](https://www.getswoopr.com/tables/company/amazon-revenue-earnings-history/) - [NVIDIA revenue, earnings, and margins history](https://www.getswoopr.com/tables/company/nvidia-revenue-earnings-history/) - [Alphabet (Google) revenue, earnings, and margins history](https://www.getswoopr.com/tables/company/alphabet-revenue-earnings-history/) - [Meta Platforms revenue, earnings, and margins history](https://www.getswoopr.com/tables/company/meta-revenue-earnings-history/) - [Berkshire Hathaway revenue, earnings, and book value history](https://www.getswoopr.com/tables/company/berkshire-hathaway-revenue-earnings-history/) - [Tesla revenue, earnings, and margins history](https://www.getswoopr.com/tables/company/tesla-revenue-earnings-history/) - [JPMorgan Chase revenue, earnings, and ROE history](https://www.getswoopr.com/tables/company/jpmorgan-revenue-earnings-history/) - [Johnson & Johnson revenue, earnings, and margins history](https://www.getswoopr.com/tables/company/johnson-and-johnson-revenue-earnings-history/) - [All company financial history tables](https://www.getswoopr.com/tables/company/) ## Bonds and Treasury data Yield curve data, Treasury rates, and bond market benchmarks from the Federal Reserve and U.S. Treasury. - [10-year Treasury yield annual history](https://www.getswoopr.com/tables/bonds/10-year-treasury-yield-history/) - [U.S. Treasury yield curve history](https://www.getswoopr.com/tables/bonds/treasury-yield-curve-history/) - [I Bond composite rate history](https://www.getswoopr.com/tables/bonds/treasury-i-bond-rates/) - [TIPS real yield history](https://www.getswoopr.com/tables/bonds/tips-real-yield-history/) - [Federal funds rate history](https://www.getswoopr.com/tables/bonds/fed-funds-rate-history/) - [Investment-grade credit spread history](https://www.getswoopr.com/tables/bonds/investment-grade-credit-spread-history/) - [High-yield credit spread history](https://www.getswoopr.com/tables/bonds/high-yield-credit-spread-history/) - [Municipal bond yield history](https://www.getswoopr.com/tables/bonds/municipal-bond-yield-history/) - [Yield curve inversion history](https://www.getswoopr.com/tables/bonds/yield-curve-inversion-history/) - [Duration and convexity reference table](https://www.getswoopr.com/tables/bonds/duration-and-convexity-reference/) - [All bond and Treasury reference tables](https://www.getswoopr.com/tables/bonds/) ## Economy and macro indicators Key economic data series from the BLS, BEA, and Federal Reserve for understanding market regimes. - [U.S. GDP annual growth history](https://www.getswoopr.com/tables/economy/gdp-growth-history/) - [U.S. CPI inflation history](https://www.getswoopr.com/tables/economy/us-inflation-cpi-history/) - [U.S. unemployment rate history](https://www.getswoopr.com/tables/economy/unemployment-rate-history/) - [U.S. housing starts history](https://www.getswoopr.com/tables/economy/housing-starts-history/) - [Conference Board Consumer Confidence history](https://www.getswoopr.com/tables/economy/consumer-confidence-history/) - [ISM Manufacturing PMI history](https://www.getswoopr.com/tables/economy/ism-manufacturing-pmi-history/) - [U.S. trade balance history](https://www.getswoopr.com/tables/economy/trade-balance-history/) - [U.S. federal budget deficit history](https://www.getswoopr.com/tables/economy/federal-budget-deficit-history/) - [U.S. Dollar Index (DXY) history](https://www.getswoopr.com/tables/economy/us-dollar-index-history/) - [Crude oil price history (WTI)](https://www.getswoopr.com/tables/economy/crude-oil-price-history/) - [All economy and macro indicator tables](https://www.getswoopr.com/tables/economy/) ## Trading and market structure Trading rules, margin requirements, and market structure data from FINRA, SEC, and exchange sources. - [Options expiration calendar 2025](https://www.getswoopr.com/tables/trading/options-expiration-calendar-2025/) - [SEC Rule 144 resale reference](https://www.getswoopr.com/tables/trading/sec-rule-144-resale-reference/) - [Pattern day trader rule reference](https://www.getswoopr.com/tables/trading/pattern-day-trader-rule-reference/) - [Margin requirements reference](https://www.getswoopr.com/tables/trading/margin-requirements-reference/) - [Short interest tracking reference](https://www.getswoopr.com/tables/trading/short-interest-tracking-reference/) - [Options Greeks reference](https://www.getswoopr.com/tables/trading/options-greeks-reference/) - [Options strategy payoff reference](https://www.getswoopr.com/tables/trading/options-strategy-payoff-reference/) - [Market hours and trading sessions](https://www.getswoopr.com/tables/trading/market-hours-trading-sessions/) - [Circuit breakers and trading halts](https://www.getswoopr.com/tables/trading/circuit-breakers-trading-halts/) - [Settlement cycle reference](https://www.getswoopr.com/tables/trading/settlement-cycle-reference/) - [All trading and market structure tables](https://www.getswoopr.com/tables/trading/) ## Portfolio construction reference Benchmarks, correlation data, and historical parameters used in portfolio optimization and asset allocation. - [Asset allocation models reference](https://www.getswoopr.com/tables/portfolio/asset-allocation-models-reference/) - [Portfolio rebalancing frequency reference](https://www.getswoopr.com/tables/portfolio/rebalancing-frequency-reference/) - [Monte Carlo retirement simulation inputs](https://www.getswoopr.com/tables/portfolio/monte-carlo-retirement-inputs-reference/) - [Safe withdrawal rate research reference](https://www.getswoopr.com/tables/portfolio/safe-withdrawal-rate-research-reference/) - [Factor investing premiums reference](https://www.getswoopr.com/tables/portfolio/factor-investing-premiums-reference/) ## Alternative asset returns Historical performance data for real estate, commodities, and alternative asset classes. - [Hedge fund strategy classification reference](https://www.getswoopr.com/tables/alternatives/hedge-fund-strategy-classification/) - [Private equity returns reference](https://www.getswoopr.com/tables/alternatives/private-equity-returns-reference/) - [Venture capital returns reference](https://www.getswoopr.com/tables/alternatives/venture-capital-returns-reference/) - [Commodity return history reference](https://www.getswoopr.com/tables/alternatives/commodity-return-history/) - [Real estate investment return history](https://www.getswoopr.com/tables/alternatives/real-estate-return-history/) ## How this library is maintained Each table pulls from a single primary source and includes that source name, URL, and a last-verified date. Annual limits are reviewed after the official announcement period each fall. Historical return data is extended after year-end once final figures are published. Market structure rules are reviewed when regulatory agencies publish final rules. These tables are reference material, not financial advice. Statutory limits, rules, and yields change over time. Verify current figures with the original source before making a decision. ## Frequently asked questions What are financial reference tables? Financial reference tables present key investment numbers for quick lookup: IRS contribution limits, historical index returns, ETF characteristics, Treasury yields, economic indicators, and trading rules. Unlike calculators, they present data from authoritative sources so investors can verify facts and compare historical context without doing their own data collection. How often is the data in these tables updated? IRS contribution limits and statutory thresholds are reviewed annually after official announcement, typically in October for the following tax year. Market return data is updated annually after year-end. Each table page includes a last-verified date and links to the primary source so readers can check for more recent updates directly. Are these tables primary sources? No. These tables compile data from primary sources such as the IRS, SEC, Federal Reserve, and Bureau of Labor Statistics. Each page cites the original source. For legal, tax, or regulatory decisions, verify current numbers directly with the authoritative primary source, as rules and limits change over time. ## References - [IRS: Retirement Topics: Contributions](https://www.irs.gov/retirement-plans/plan-participant-employee/retirement-topics-contributions) - [Federal Reserve: Selected Interest Rates (H.15)](https://www.federalreserve.gov/releases/h15/) - [U.S. Bureau of Labor Statistics: Consumer Price Index](https://www.bls.gov/cpi/) ## More in This Section - [Alternative Asset Reference Tables](https://www.getswoopr.com/tables/alternatives/) - [Portfolio Data Reference Tables](https://www.getswoopr.com/tables/portfolio/) [Swoopr Editorial Team](https://www.getswoopr.com/authors/swoopr-editorial-team/) produces independent investment education and research content. Our writers and editors do not receive compensation from issuers, brokers, or asset promoters. For personal holdings disclosure, see our [conflicts-of-interest policy](https://www.getswoopr.com/legal/conflicts-of-interest/). Content is reviewed for factual accuracy before publication. Corrections and editorial feedback can be submitted through our [corrections policy](https://www.getswoopr.com/legal/corrections-policy/). This article reflects our [editorial standards](https://www.getswoopr.com/legal/editorial-policy/).