By Swoopr Editorial Team

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Reference Data Tables

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.

Retirement and tax limits

IRS-set contribution limits, income thresholds, and penalty rules for retirement accounts, updated each year after IRS publication.

Market returns and index data

Historical annual returns for major stock, bond, and blended indexes.

ETF reference data

Expense ratios, AUM, and characteristics for the most widely held ETFs.

Company financial history

Multi-year financial data for large-cap companies formatted as investor research reference tables.

Bonds and Treasury data

Yield curve data, Treasury rates, and bond market benchmarks from the Federal Reserve and U.S. Treasury.

Economy and macro indicators

Key economic data series from the BLS, BEA, and Federal Reserve for understanding market regimes.

Trading and market structure

Trading rules, margin requirements, and market structure data from FINRA, SEC, and exchange sources.

Portfolio construction reference

Benchmarks, correlation data, and historical parameters used in portfolio optimization and asset allocation.

Alternative asset returns

Historical performance data for real estate, commodities, and alternative asset classes.

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

Swoopr Editorial Team produces independent investment education and research content. Our writers and editors hold no financial positions in the securities or assets discussed, and we do not receive compensation from issuers, brokers, or asset promoters.

Content is reviewed for factual accuracy before publication. Corrections and editorial feedback can be submitted through our corrections policy. This article reflects our editorial standards.