# Swoopr Investment: Tables
# Scoped content manifest for LLM agents and web crawlers.
# Generated: 2026-10-18
# 110 pages in this section.
# Root index: https://www.getswoopr.com/llms.txt

## Reference Data Tables

- [Reference Data Tables](https://www.getswoopr.com/tables/) ([Markdown](https://www.getswoopr.com/tables.md)): Financial reference tables covering retirement contribution limits, market index returns, ETF data, bond yields, economic indicators, and trading rules.
- [Alternative Asset Reference Tables](https://www.getswoopr.com/tables/alternatives/) ([Markdown](https://www.getswoopr.com/tables/alternatives.md)): Historical and reference data for alternative investments: precious metals price history, real estate return series, and alternative risk-return benchmarks.
- [Commodity Return History Reference](https://www.getswoopr.com/tables/alternatives/commodity-return-history/) ([Markdown](https://www.getswoopr.com/tables/alternatives/commodity-return-history.md)): Annual total returns for major commodity indices and individual commodities including gold, oil, agriculture, and metals from 2000 to 2024.
- [Hedge Fund Strategy Classification Reference](https://www.getswoopr.com/tables/alternatives/hedge-fund-strategy-classification/) ([Markdown](https://www.getswoopr.com/tables/alternatives/hedge-fund-strategy-classification.md)): Reference table classifying hedge fund strategies by type, typical leverage, return target, and market correlation, from long-short equity to global macro.
- [Private Equity Returns Reference](https://www.getswoopr.com/tables/alternatives/private-equity-returns-reference/) ([Markdown](https://www.getswoopr.com/tables/alternatives/private-equity-returns-reference.md)): Historical private equity returns by strategy and vintage year compared to public equity benchmarks, including IRR and PME data.
- [Real Estate Investment Return History Reference](https://www.getswoopr.com/tables/alternatives/real-estate-return-history/) ([Markdown](https://www.getswoopr.com/tables/alternatives/real-estate-return-history.md)): Historical returns for U.S. real estate investment including REITs, direct real estate, and residential real estate versus stocks and bonds.
- [Venture Capital Returns Reference](https://www.getswoopr.com/tables/alternatives/venture-capital-returns-reference/) ([Markdown](https://www.getswoopr.com/tables/alternatives/venture-capital-returns-reference.md)): Venture capital return data by stage, vintage year, and fund size, with power law distribution characteristics and sector comparisons.
- [Bond Market Reference Tables](https://www.getswoopr.com/tables/bonds/) ([Markdown](https://www.getswoopr.com/tables/bonds.md)): Historical and reference tables for the bond market: Treasury yield history, Fed funds rate, credit spread history, duration and convexity reference data.
- [10-Year Treasury Yield History](https://www.getswoopr.com/tables/bonds/10-year-treasury-yield-history/) ([Markdown](https://www.getswoopr.com/tables/bonds/10-year-treasury-yield-history.md)): The 10-year U.S. Treasury yield history at selected year ends from 1980 to 2025, including the 1981 peak of 15.84% and the 2020 COVID low of 0.52%.
- [Duration and Convexity Reference Table](https://www.getswoopr.com/tables/bonds/duration-and-convexity-reference/) ([Markdown](https://www.getswoopr.com/tables/bonds/duration-and-convexity-reference.md)): Reference table of duration and approximate price sensitivity for common bond types, including Treasuries, corporate bonds, TIPS, & mortgage-backed securities.
- [Federal Funds Rate History](https://www.getswoopr.com/tables/bonds/fed-funds-rate-history/) ([Markdown](https://www.getswoopr.com/tables/bonds/fed-funds-rate-history.md)): Historical Federal Reserve federal funds rate data from 1980 to 2026, including the 2022-2023 tightening cycle from 0-0.25% to 5.25-5.50% in 16 months.
- [High-Yield Credit Spread History](https://www.getswoopr.com/tables/bonds/high-yield-credit-spread-history/) ([Markdown](https://www.getswoopr.com/tables/bonds/high-yield-credit-spread-history.md)): Historical OAS data for high-yield corporate bonds from 2006 to 2024, including the 2008 crisis peak of 1,900 bps and the COVID peak of 1,100 bps in March 2020.
- [Investment-Grade Credit Spread History](https://www.getswoopr.com/tables/bonds/investment-grade-credit-spread-history/) ([Markdown](https://www.getswoopr.com/tables/bonds/investment-grade-credit-spread-history.md)): Historical OAS data for investment-grade corporate bonds from 2006 to 2024, including the 2008 crisis peak of 620 bps & the COVID peak of 373 bps in March 2020.
- [Municipal Bond Yield History](https://www.getswoopr.com/tables/bonds/municipal-bond-yield-history/) ([Markdown](https://www.getswoopr.com/tables/bonds/municipal-bond-yield-history.md)): Historical 10-year AAA municipal bond yields and muni-to-Treasury ratios from 2010 to 2024, with tax-equivalent yield analysis for different income brackets.
- [TIPS Real Yield History](https://www.getswoopr.com/tables/bonds/tips-real-yield-history/) ([Markdown](https://www.getswoopr.com/tables/bonds/tips-real-yield-history.md)): Historical 10-year TIPS real yield data from 2003 to 2026, including the August 2021 record low of -1.19% and the return to positive real yields in 2022.
- [Treasury I Bond Rates History](https://www.getswoopr.com/tables/bonds/treasury-i-bond-rates/) ([Markdown](https://www.getswoopr.com/tables/bonds/treasury-i-bond-rates.md)): Historical Treasury I Bond composite rates by 6-month period, including the 9.62% peak in May-October 2022 and current fixed rate information.
- [Treasury Yield Curve History](https://www.getswoopr.com/tables/bonds/treasury-yield-curve-history/) ([Markdown](https://www.getswoopr.com/tables/bonds/treasury-yield-curve-history.md)): Historical snapshots of the U.S. Treasury yield curve from 2020 to 2024, including the 2022-2024 inversion and the June 2023 peak inversion of -1.03%.
- [Yield Curve Inversion History](https://www.getswoopr.com/tables/bonds/yield-curve-inversion-history/) ([Markdown](https://www.getswoopr.com/tables/bonds/yield-curve-inversion-history.md)): Historical record of U.S. yield curve inversions and subsequent recessions from 1978 to 2024, including the 2022-2024 inversion that lasted over 24 months.
- [Company Data Reference Tables](https://www.getswoopr.com/tables/company/) ([Markdown](https://www.getswoopr.com/tables/company.md)): Reference tables for company-level financial data: historical earnings revisions, valuation benchmarks, and fundamental data series used in equity analysis.
- [Alphabet (GOOGL) Revenue](https://www.getswoopr.com/tables/company/alphabet-revenue-earnings-history/) ([Markdown](https://www.getswoopr.com/tables/company/alphabet-revenue-earnings-history.md)): Alphabet annual revenue and earnings history from 2014 to 2025. Google Search, YouTube, and Google Cloud revenue, net income, and profit margins by year.
- [Amazon (AMZN) Revenue & Earnings History](https://www.getswoopr.com/tables/company/amazon-revenue-earnings-history/) ([Markdown](https://www.getswoopr.com/tables/company/amazon-revenue-earnings-history.md)): Amazon annual revenue and earnings history from 2015 to 2025. AWS revenue, operating margin, net income, and the 2022 loss explained.
- [Apple (AAPL) Revenue & Earnings History](https://www.getswoopr.com/tables/company/apple-revenue-earnings-history/) ([Markdown](https://www.getswoopr.com/tables/company/apple-revenue-earnings-history.md)): Apple annual revenue and earnings history from FY2010 to FY2024. iPhone, Services, Mac, iPad, and Wearables segment data, EPS, and operating margins.
- [Berkshire Hathaway Revenue](https://www.getswoopr.com/tables/company/berkshire-hathaway-revenue-earnings-history/) ([Markdown](https://www.getswoopr.com/tables/company/berkshire-hathaway-revenue-earnings-history.md)): Berkshire Hathaway annual revenue and operating earnings history from 2010 to 2023. Insurance, BNSF railroad, utilities, and investment portfolio overview.
- [Johnson & Johnson (JNJ) Revenue](https://www.getswoopr.com/tables/company/johnson-and-johnson-revenue-earnings-history/) ([Markdown](https://www.getswoopr.com/tables/company/johnson-and-johnson-revenue-earnings-history.md)): Johnson and Johnson annual revenue and earnings history from 2014 to 2025. Pharmaceutical segment, MedTech, Kenvue spin-off impact, and dividend growth history.
- [JPMorgan Chase (JPM) Revenue](https://www.getswoopr.com/tables/company/jpmorgan-revenue-earnings-history/) ([Markdown](https://www.getswoopr.com/tables/company/jpmorgan-revenue-earnings-history.md)): JPMorgan Chase annual net revenue and earnings history from 2010 to 2025. Return on equity, CET1 capital ratio, net income, and key banking segment data.
- [Meta Platforms (META) Revenue](https://www.getswoopr.com/tables/company/meta-revenue-earnings-history/) ([Markdown](https://www.getswoopr.com/tables/company/meta-revenue-earnings-history.md)): Meta Platforms annual revenue & earnings history from 2016 to 2025. Facebook & Instagram advertising revenue, Reality Labs losses, net income, & profit margins.
- [Microsoft (MSFT) Revenue](https://www.getswoopr.com/tables/company/microsoft-revenue-earnings-history/) ([Markdown](https://www.getswoopr.com/tables/company/microsoft-revenue-earnings-history.md)): Microsoft annual revenue and earnings history from FY2014 to FY2024. Azure cloud growth, Office 365, net income, EPS, and net profit margins by fiscal year.
- [NVIDIA (NVDA) Revenue & Earnings History](https://www.getswoopr.com/tables/company/nvidia-revenue-earnings-history/) ([Markdown](https://www.getswoopr.com/tables/company/nvidia-revenue-earnings-history.md)): NVIDIA annual revenue and earnings history from FY2018 to FY2025. Data center GPU revenue, AI-driven growth, net income, and profit margins by fiscal year.
- [Tesla (TSLA) Revenue & Earnings History](https://www.getswoopr.com/tables/company/tesla-revenue-earnings-history/) ([Markdown](https://www.getswoopr.com/tables/company/tesla-revenue-earnings-history.md)): Tesla annual revenue and earnings history from 2017 to 2025. Vehicle deliveries, automotive gross margin, net income, and the path to profitability.
- [Economic Data Reference Tables](https://www.getswoopr.com/tables/economy/) ([Markdown](https://www.getswoopr.com/tables/economy.md)): Historical economic data tables covering GDP growth, unemployment, inflation, consumer spending, and other macro series used in investment analysis.
- [Consumer Confidence Index History](https://www.getswoopr.com/tables/economy/consumer-confidence-history/) ([Markdown](https://www.getswoopr.com/tables/economy/consumer-confidence-history.md)): Historical Conference Board Consumer Confidence Index (CCI) readings from 2000 to 2024. Covers the 2008 low of 38.6, the 2018 high of 128.1.
- [Crude Oil Price History (WTI)](https://www.getswoopr.com/tables/economy/crude-oil-price-history/) ([Markdown](https://www.getswoopr.com/tables/economy/crude-oil-price-history.md)): Annual average WTI crude oil prices from 2000 to 2024. Covers the 2008 peak of $100/barrel, the 2020 COVID low and brief negative futures price.
- [U.S. Federal Budget Deficit History](https://www.getswoopr.com/tables/economy/federal-budget-deficit-history/) ([Markdown](https://www.getswoopr.com/tables/economy/federal-budget-deficit-history.md)): Annual U.S. federal budget deficit (or surplus) data from FY2000 to FY2024. Covers the last surplus in FY2001, the 2009 financial crisis deficit of -$1.4.
- [U.S. GDP Growth History](https://www.getswoopr.com/tables/economy/gdp-growth-history/) ([Markdown](https://www.getswoopr.com/tables/economy/gdp-growth-history.md)): Annual U.S. real GDP growth rates from 1990 to 2024. Covers the Great Recession trough of -2.6% in 2009, COVID contraction of -3.4% in 2020.
- [U.S. Housing Starts History](https://www.getswoopr.com/tables/economy/housing-starts-history/) ([Markdown](https://www.getswoopr.com/tables/economy/housing-starts-history.md)): Annual U.S. housing starts (new residential construction) from 2000 to 2024. Covers the 2005 bubble peak of 2.07 million units, the 2009 trough of 554,000.
- [ISM Manufacturing PMI History](https://www.getswoopr.com/tables/economy/ism-manufacturing-pmi-history/) ([Markdown](https://www.getswoopr.com/tables/economy/ism-manufacturing-pmi-history.md)): Historical ISM Manufacturing PMI readings from 2000 to 2024. Covers the 2008 financial crisis low of 32.4, the 2020-2021 expansion surge.
- [U.S. Trade Balance History](https://www.getswoopr.com/tables/economy/trade-balance-history/) ([Markdown](https://www.getswoopr.com/tables/economy/trade-balance-history.md)): Annual U.S. trade balance data from 2000 to 2024. Covers the 2022 record deficit of -$948 billion, the 2009 recession-related narrowing.
- [U.S. Unemployment Rate History](https://www.getswoopr.com/tables/economy/unemployment-rate-history/) ([Markdown](https://www.getswoopr.com/tables/economy/unemployment-rate-history.md)): Historical U.S. unemployment rate data from 1982 to 2024. Covers the COVID-19 peak of 14.7% in April 2020, the Great Recession peak of 10.0% in 2009.
- [U.S. Dollar Index (DXY) History](https://www.getswoopr.com/tables/economy/us-dollar-index-history/) ([Markdown](https://www.getswoopr.com/tables/economy/us-dollar-index-history.md)): Historical U.S. Dollar Index (DXY) readings from 1985 to 2024. Covers the 1985 Plaza Accord peak of 164, the 2008 low near 70.
- [U.S. CPI Inflation History](https://www.getswoopr.com/tables/economy/us-inflation-cpi-history/) ([Markdown](https://www.getswoopr.com/tables/economy/us-inflation-cpi-history.md)): Annual U.S. CPI inflation rates from 1980 to 2024. Includes the 2022 peak of 8.0% (highest since 1981), the 2009 deflation of -0.4%.
- [ETF Reference Tables](https://www.getswoopr.com/tables/etf/) ([Markdown](https://www.getswoopr.com/tables/etf.md)): Reference data tables for ETF investing: expense ratio comparisons, assets under management history, tracking error benchmarks, and fund flow data.
- [Bond ETF Comparison: AGG vs BND vs LQD](https://www.getswoopr.com/tables/etf/bond-etf-comparison/) ([Markdown](https://www.getswoopr.com/tables/etf/bond-etf-comparison.md)): Reference table comparing major U.S. bond ETFs by category: aggregate (AGG, BND), corporate investment-grade (LQD), high-yield (HYG, JNK), Treasury (TLT, SHY).
- [Dividend ETF Comparison: VYM vs SCHD](https://www.getswoopr.com/tables/etf/dividend-etf-comparison/) ([Markdown](https://www.getswoopr.com/tables/etf/dividend-etf-comparison.md)): Comparison of major dividend ETFs: SCHD (0.06%), VYM (0.06%), DVY (0.38%), VIG, HDV, and DGRO. Covers yield, 10-year returns, strategy, and number of holdings.
- [Gold and Commodity ETF Comparison](https://www.getswoopr.com/tables/etf/gold-commodity-etf-comparison/) ([Markdown](https://www.getswoopr.com/tables/etf/gold-commodity-etf-comparison.md)): Reference table comparing gold ETFs (GLD, IAU, GLDM, IAUM), silver ETF (SLV), and broad commodity ETFs (PDBC, DJP, USO, UNG) by expense ratio, structure, & AUM.
- [International ETF Comparison](https://www.getswoopr.com/tables/etf/international-etf-comparison/) ([Markdown](https://www.getswoopr.com/tables/etf/international-etf-comparison.md)): Comparison of major international ETFs covering developed markets (VEA, EFA, IEFA), all-world ex-US (VXUS), and emerging markets (VWO, EEM).
- [Largest U.S. ETFs by Assets Under Management](https://www.getswoopr.com/tables/etf/largest-us-etfs-by-aum/) ([Markdown](https://www.getswoopr.com/tables/etf/largest-us-etfs-by-aum.md)): The 20 largest U.S. ETFs ranked by assets under management, with expense ratios and index tracked. SPY, IVV, VOO, VTI.
- [Leveraged ETF Expense Ratios and Risks](https://www.getswoopr.com/tables/etf/leveraged-etf-expense-ratios/) ([Markdown](https://www.getswoopr.com/tables/etf/leveraged-etf-expense-ratios.md)): Reference table of 2x and 3x leveraged ETFs (TQQQ, SOXL, SPXL, SSO) and inverse ETFs, with expense ratios, AUM, and explanation of volatility decay risk.
- [REIT ETF Comparison: VNQ vs SCHH vs IYR](https://www.getswoopr.com/tables/etf/reit-etf-comparison/) ([Markdown](https://www.getswoopr.com/tables/etf/reit-etf-comparison.md)): Comparison of major REIT ETFs: VNQ (Vanguard, 0.12%), SCHH (Schwab, 0.07%), IYR (iShares, 0.40%), XLRE, VNQI, and REET, with yield, AUM, and holdings count.
- [Sector ETF Expense Ratios](https://www.getswoopr.com/tables/etf/sector-etf-expense-ratios/) ([Markdown](https://www.getswoopr.com/tables/etf/sector-etf-expense-ratios.md)): Sector ETF expense ratio comparison across all 11 GICS sectors for SPDR (XL series, 0.09%), Vanguard (V series, 0.10%), & iShares (IY series, 0.40%) providers.
- [S&P 500 ETF Comparison: SPY vs VOO](https://www.getswoopr.com/tables/etf/sp500-etf-comparison/) ([Markdown](https://www.getswoopr.com/tables/etf/sp500-etf-comparison.md)): Side-by-side comparison of the three major S&P 500 ETFs: SPY (0.0945%), VOO (0.03%), and IVV (0.03%). Covers expense ratios, AUM, structure, dividend handling.
- [Total U.S. Market ETF Comparison](https://www.getswoopr.com/tables/etf/total-market-etf-comparison/) ([Markdown](https://www.getswoopr.com/tables/etf/total-market-etf-comparison.md)): Comparison of total U.S. stock market ETFs: VTI (Vanguard), SCHB (Schwab), & ITOT (iShares), all at 0.03% expense ratio with approximately 3,500-4,000 holdings.
- [Portfolio Data Reference Tables](https://www.getswoopr.com/tables/portfolio/) ([Markdown](https://www.getswoopr.com/tables/portfolio.md)): Reference tables for portfolio construction and analysis, covering historical asset-class returns, correlation matrices, and benchmark portfolio performance.
- [Asset Allocation Models Reference](https://www.getswoopr.com/tables/portfolio/asset-allocation-models-reference/) ([Markdown](https://www.getswoopr.com/tables/portfolio/asset-allocation-models-reference.md)): Compare classic asset allocation frameworks including 60/40, all-weather, and lifecycle glide paths with historical risk and return data.
- [Factor Investing Premiums Reference](https://www.getswoopr.com/tables/portfolio/factor-investing-premiums-reference/) ([Markdown](https://www.getswoopr.com/tables/portfolio/factor-investing-premiums-reference.md)): Historical premium data for major equity risk factors including value, size, momentum, quality, and low volatility from Fama-French and AQR research.
- [Monte Carlo Retirement Simulation Inputs Reference](https://www.getswoopr.com/tables/portfolio/monte-carlo-retirement-inputs-reference/) ([Markdown](https://www.getswoopr.com/tables/portfolio/monte-carlo-retirement-inputs-reference.md)): Reference table of standard inputs used in Monte Carlo retirement simulations including return assumptions, volatility, and inflation rates by asset class.
- [Portfolio Rebalancing Frequency Reference](https://www.getswoopr.com/tables/portfolio/rebalancing-frequency-reference/) ([Markdown](https://www.getswoopr.com/tables/portfolio/rebalancing-frequency-reference.md)): Compare rebalancing strategies by frequency, drift thresholds, and historical impact on risk-adjusted returns.
- [Safe Withdrawal Rate Research Reference](https://www.getswoopr.com/tables/portfolio/safe-withdrawal-rate-research-reference/) ([Markdown](https://www.getswoopr.com/tables/portfolio/safe-withdrawal-rate-research-reference.md)): Summary table of major safe withdrawal rate studies including the 4% rule and subsequent research showing updated SWR ranges by time horizon.
- [Retirement Reference Tables](https://www.getswoopr.com/tables/retirement/) ([Markdown](https://www.getswoopr.com/tables/retirement.md)): Historical and current reference tables for retirement planning: contribution limits, RMD tables, Social Security history, and safe withdrawal rate research.
- [401(k) Contribution Limits by Year](https://www.getswoopr.com/tables/retirement/401k-contribution-limits/) ([Markdown](https://www.getswoopr.com/tables/retirement/401k-contribution-limits.md)): Historical 401(k) employee deferral limits, catch-up contributions, & Section 415 annual addition limits from 2001 through 2026, sourced from IRS publications.
- [403(b) Contribution Limits by Year](https://www.getswoopr.com/tables/retirement/403b-contribution-limits/) ([Markdown](https://www.getswoopr.com/tables/retirement/403b-contribution-limits.md)): 403(b) plan employee deferral limits, catch-up contributions, and the special 15-year service provision from 2015 to 2026, including the 2026 $24,500 limit.
- [457(b) Contribution Limits by Year](https://www.getswoopr.com/tables/retirement/457b-contribution-limits/) ([Markdown](https://www.getswoopr.com/tables/retirement/457b-contribution-limits.md)): 457(b) government and non-profit deferred compensation plan limits from 2015 to 2026. Includes the special 3-year catch-up provision and rollover rules.
- [529 Plan Contribution Limits](https://www.getswoopr.com/tables/retirement/529-plan-contribution-limits/) ([Markdown](https://www.getswoopr.com/tables/retirement/529-plan-contribution-limits.md)): 529 plan contribution limits and gift tax rules through 2026: $19,000 annual exclusion, $95,000 five-year superfunding, and the SECURE 2.0 Roth IRA rollover.
- [Long-Term Capital Gains Tax Rates by Income](https://www.getswoopr.com/tables/retirement/capital-gains-tax-rates/) ([Markdown](https://www.getswoopr.com/tables/retirement/capital-gains-tax-rates.md)): 2026 long-term capital gains tax rates & income thresholds for single, married, & head of household filers. Includes historical 0% thresholds from 2013 to 2026.
- [Defined Benefit Plan Annual Benefit Limits](https://www.getswoopr.com/tables/retirement/defined-benefit-limits/) ([Markdown](https://www.getswoopr.com/tables/retirement/defined-benefit-limits.md)): IRS Section 415(b) defined benefit plan annual benefit limits and compensation ceilings from 2005 to 2026, covering traditional pensions and cash balance plans.
- [Estate Tax Exemption and Rate History](https://www.getswoopr.com/tables/retirement/estate-tax-exemption-history/) ([Markdown](https://www.getswoopr.com/tables/retirement/estate-tax-exemption-history.md)): Federal estate tax exemption amounts and top rates from 2001 to 2026, including the TCJA doubling in 2018 and the permanent $15 million exemption from 2026.
- [HSA Contribution Limits by Year](https://www.getswoopr.com/tables/retirement/hsa-contribution-limits/) ([Markdown](https://www.getswoopr.com/tables/retirement/hsa-contribution-limits.md)): HSA contribution limits by year from 2010 to 2026 for self-only & family HDHP coverage. Includes catch-up limits, minimum deductibles, & out-of-pocket maximums.
- [IRA Contribution Limits by Year](https://www.getswoopr.com/tables/retirement/ira-contribution-limits/) ([Markdown](https://www.getswoopr.com/tables/retirement/ira-contribution-limits.md)): IRA contribution limits by year from 2002 to 2026, including catch-up contributions for savers age 50 and older. Traditional and Roth IRA limits are identical.
- [Medicare IRMAA Premium Surcharge Thresholds](https://www.getswoopr.com/tables/retirement/medicare-irmaa-thresholds/) ([Markdown](https://www.getswoopr.com/tables/retirement/medicare-irmaa-thresholds.md)): 2026 Medicare Part B IRMAA income brackets and monthly premium amounts, based on 2024 MAGI. Covers all six income tiers for individual and joint filers.
- [Net Investment Income Surtax Thresholds](https://www.getswoopr.com/tables/retirement/nii-surtax-thresholds/) ([Markdown](https://www.getswoopr.com/tables/retirement/nii-surtax-thresholds.md)): Net Investment Income Tax 3.8% surtax thresholds by filing status. Individual thresholds frozen at 2013 levels; trust and estate threshold indexed annually.
- [Qualified Dividend Tax Rates by Filing Status](https://www.getswoopr.com/tables/retirement/qualified-dividend-tax-rates/) ([Markdown](https://www.getswoopr.com/tables/retirement/qualified-dividend-tax-rates.md)): 2026 qualified dividend tax rates and income thresholds for all filing statuses. Qualified dividends from U.S. corporations receive long-term capital gains.
- [Required Minimum Distribution Age History](https://www.getswoopr.com/tables/retirement/required-minimum-distribution-age-history/) ([Markdown](https://www.getswoopr.com/tables/retirement/required-minimum-distribution-age-history.md)): History of the required minimum distribution starting age from ERISA through SECURE 2.0. Includes birth year cutoffs for RMD ages 70.5, 72, 73, and 75.
- [RMD Uniform Lifetime Table](https://www.getswoopr.com/tables/retirement/rmd-uniform-lifetime-table/) ([Markdown](https://www.getswoopr.com/tables/retirement/rmd-uniform-lifetime-table.md)): IRS Uniform Lifetime Table for calculating required minimum distributions (RMDs) from IRAs and retirement plans. Effective for distributions starting in 2022.
- [Roth IRA Income Limits](https://www.getswoopr.com/tables/retirement/roth-ira-income-limits/) ([Markdown](https://www.getswoopr.com/tables/retirement/roth-ira-income-limits.md)): Roth IRA income phase-out ranges by filing status from 2015 to 2026. Find the MAGI thresholds that reduce or eliminate your ability to contribute directly.
- [SEP IRA Contribution Limits by Year](https://www.getswoopr.com/tables/retirement/sep-ira-contribution-limits/) ([Markdown](https://www.getswoopr.com/tables/retirement/sep-ira-contribution-limits.md)): SEP IRA contribution limits by year from 2006 to 2026. Covers the annual dollar limit, 25% compensation cap, and the compensation ceiling for self-employed.
- [SIMPLE IRA Contribution Limits by Year](https://www.getswoopr.com/tables/retirement/simple-ira-contribution-limits/) ([Markdown](https://www.getswoopr.com/tables/retirement/simple-ira-contribution-limits.md)): SIMPLE IRA deferral and catch-up limits by year, 2005 to 2026. The 2026 limit is $17,000, plus a $4,000 catch-up or $5,250 for ages 60-63.
- [Social Security Taxable Wage Base by Year](https://www.getswoopr.com/tables/retirement/social-security-wage-base/) ([Markdown](https://www.getswoopr.com/tables/retirement/social-security-wage-base.md)): Social Security taxable wage base by year from 2000 to 2026. Includes employee and employer FICA rates, maximum employee Social Security tax.
- [Traditional IRA Deductibility Income Limits](https://www.getswoopr.com/tables/retirement/traditional-ira-deductibility-limits/) ([Markdown](https://www.getswoopr.com/tables/retirement/traditional-ira-deductibility-limits.md)): Traditional IRA deductibility phase-out ranges for active plan participants & non-participant spouses, 2015-2026. Know when your IRA contribution is deductible.
- [Wash Sale Rule: Disallowed Loss Reference Table](https://www.getswoopr.com/tables/retirement/wash-sale-rule-reference/) ([Markdown](https://www.getswoopr.com/tables/retirement/wash-sale-rule-reference.md)): Wash sale rule reference table showing which repurchase scenarios disallow a capital loss under IRC Section 1091. Covers the 61-day window, IRA purchases.
- [Investment Returns Reference](https://www.getswoopr.com/tables/returns/) ([Markdown](https://www.getswoopr.com/tables/returns.md)): Historical investment return tables for stocks, bonds, and other asset classes, covering annualized returns, rolling returns.
- [60/40 Portfolio Annual Returns History](https://www.getswoopr.com/tables/returns/60-40-portfolio-annual-returns/) ([Markdown](https://www.getswoopr.com/tables/returns/60-40-portfolio-annual-returns.md)): Historical annual returns for the classic 60/40 portfolio (60% S&P 500 / 40% bonds) from 2000 to 2024, including the worst year 2022 (-16.1%).
- [Asset Class Return Comparison](https://www.getswoopr.com/tables/returns/asset-class-return-comparison/) ([Markdown](https://www.getswoopr.com/tables/returns/asset-class-return-comparison.md)): Historical annualized returns for major asset classes including U.S. equities, international stocks, bonds, REITs, gold, and commodities over 10, 20.
- [Bear Market History and Recovery Table](https://www.getswoopr.com/tables/returns/bear-market-history/) ([Markdown](https://www.getswoopr.com/tables/returns/bear-market-history.md)): Complete U.S. bear market history table from 1929 to 2022, including average decline, duration, recovery time, and key causes for each bear market in S&P 500.
- [Bloomberg US Aggregate Bond Index Annual Returns](https://www.getswoopr.com/tables/returns/bloomberg-us-aggregate-annual-returns/) ([Markdown](https://www.getswoopr.com/tables/returns/bloomberg-us-aggregate-annual-returns.md)): Historical annual total returns for the Bloomberg U.S. Aggregate Bond Index from 1990 to 2024, including the record -13.0% loss in 2022 and the 60/40 portfolio.
- [Bull Market History and Duration Table](https://www.getswoopr.com/tables/returns/bull-market-history/) ([Markdown](https://www.getswoopr.com/tables/returns/bull-market-history.md)): Complete history of U.S. bull markets in the S&P 500 from 1932 to 2024, including duration in months, total return, annualized return.
- [S&P 500 Dividend Yield History](https://www.getswoopr.com/tables/returns/dividend-yield-history/) ([Markdown](https://www.getswoopr.com/tables/returns/dividend-yield-history.md)): Historical S&P 500 dividend yield from 1950 to 2024, showing the long-term decline from 5-6% in the 1950s to approximately 1.2-1.5% today and the shift.
- [Dow Jones Industrial Average Annual Returns](https://www.getswoopr.com/tables/returns/dow-jones-annual-returns/) ([Markdown](https://www.getswoopr.com/tables/returns/dow-jones-annual-returns.md)): Dow Jones Industrial Average annual returns history 1990-2024. DJIA tracks 30 large U.S. companies. Compare price-weighted methodology vs. S&P 500 market-cap.
- [Inflation-Adjusted S&P 500 Returns](https://www.getswoopr.com/tables/returns/inflation-adjusted-sp500-returns/) ([Markdown](https://www.getswoopr.com/tables/returns/inflation-adjusted-sp500-returns.md)): Historical S&P 500 real returns after adjusting for CPI inflation, showing the difference between nominal and purchasing-power-adjusted stock market.
- [MSCI Emerging Markets Annual Returns](https://www.getswoopr.com/tables/returns/msci-emerging-markets-annual-returns/) ([Markdown](https://www.getswoopr.com/tables/returns/msci-emerging-markets-annual-returns.md)): Historical annual total returns for the MSCI Emerging Markets Index from 1993 to 2024, with context on USD impact, China weight.
- [MSCI World Index Annual Returns](https://www.getswoopr.com/tables/returns/msci-world-annual-returns/) ([Markdown](https://www.getswoopr.com/tables/returns/msci-world-annual-returns.md)): MSCI World Index annual returns history 1990-2024 in USD. Covers 23 developed market countries. Compare vs. S&P 500 & understand global equity diversification.
- [NASDAQ Composite Annual Returns](https://www.getswoopr.com/tables/returns/nasdaq-composite-annual-returns/) ([Markdown](https://www.getswoopr.com/tables/returns/nasdaq-composite-annual-returns.md)): NASDAQ Composite annual returns history 1990–2024. Tech-heavy index ranging from +85.6% in 1999 to −39.3% in 2000. Compare vs. S&P 500 performance.
- [Russell 2000 Small-Cap Annual Returns](https://www.getswoopr.com/tables/returns/russell-2000-annual-returns/) ([Markdown](https://www.getswoopr.com/tables/returns/russell-2000-annual-returns.md)): Russell 2000 small-cap index annual returns history 1990-2024. Track the size premium, small-cap volatility, and how the index compares to S&P 500 large-cap.
- [S&P 500 Annual Returns History](https://www.getswoopr.com/tables/returns/sp500-annual-returns/) ([Markdown](https://www.getswoopr.com/tables/returns/sp500-annual-returns.md)): Complete S&P 500 annual returns history 1990-2025, showing price return and total return with dividends reinvested. Average annual return since 1928.
- [S&P 500 Returns by Decade](https://www.getswoopr.com/tables/returns/sp500-decennial-returns/) ([Markdown](https://www.getswoopr.com/tables/returns/sp500-decennial-returns.md)): Historical S&P 500 returns by decade from the 1920s through 2024, including price return, total return with dividends.
- [S&P 500 Major Drawdown History](https://www.getswoopr.com/tables/returns/sp500-drawdown-history/) ([Markdown](https://www.getswoopr.com/tables/returns/sp500-drawdown-history.md)): Complete history of S&P 500 major drawdowns & bear markets from 1929 to 2024, including peak & trough levels, percentage decline, & recovery time to new highs.
- [S&P 500 Monthly Seasonal Returns](https://www.getswoopr.com/tables/returns/sp500-monthly-seasonal-returns/) ([Markdown](https://www.getswoopr.com/tables/returns/sp500-monthly-seasonal-returns.md)): Historical average S&P 500 monthly returns by calendar month from 1928 to 2024, including the September effect, January effect, & Sell in May seasonal patterns.
- [S&P 500 P/E Ratio History](https://www.getswoopr.com/tables/returns/sp500-pe-ratio-history/) ([Markdown](https://www.getswoopr.com/tables/returns/sp500-pe-ratio-history.md)): Historical S&P 500 trailing price-to-earnings ratio and Shiller CAPE ratio from 1990 to 2024, showing how equity valuations have evolved through market cycles.
- [S&P 500 Sector Annual Returns](https://www.getswoopr.com/tables/returns/sp500-sector-annual-returns/) ([Markdown](https://www.getswoopr.com/tables/returns/sp500-sector-annual-returns.md)): Annual returns for all 11 S&P 500 GICS sectors from 2022 to 2024, showing Energy's +65.7% in 2022 vs. Communication Services' -40.4% & sector rotation patterns.
- [U.S. Treasury Bond Total Return History](https://www.getswoopr.com/tables/returns/us-treasury-total-return/) ([Markdown](https://www.getswoopr.com/tables/returns/us-treasury-total-return.md)): Historical annual total returns for 10-year and 30-year U.S. Treasury bonds, including the 40-year bull market (1981-2021).
- [VIX Volatility Index Annual History](https://www.getswoopr.com/tables/returns/vix-history-annual/) ([Markdown](https://www.getswoopr.com/tables/returns/vix-history-annual.md)): Annual history of the CBOE VIX volatility index from 2007 to 2026, including annual averages, annual peaks, and major volatility events like the 2008 financial.
- [Trading Data Reference Tables](https://www.getswoopr.com/tables/trading/) ([Markdown](https://www.getswoopr.com/tables/trading.md)): Reference tables for active trading and market microstructure: historical volatility benchmarks, options expiration calendars, margin requirement history.
- [Circuit Breakers](https://www.getswoopr.com/tables/trading/circuit-breakers-trading-halts/) ([Markdown](https://www.getswoopr.com/tables/trading/circuit-breakers-trading-halts.md)): Reference table for U.S. market-wide circuit breakers (Level 1: -7%, Level 2: -13%, Level 3: -20%) and LULD single-stock trading halt bands.
- [Margin Requirements Reference](https://www.getswoopr.com/tables/trading/margin-requirements-reference/) ([Markdown](https://www.getswoopr.com/tables/trading/margin-requirements-reference.md)): Reference table for U.S. stock and options margin requirements: Regulation T initial margin (50%), FINRA maintenance margin minimums, portfolio margin.
- [Market Hours & Trading Sessions Reference](https://www.getswoopr.com/tables/trading/market-hours-trading-sessions/) ([Markdown](https://www.getswoopr.com/tables/trading/market-hours-trading-sessions.md)): Reference table for NYSE, NASDAQ, and major global exchange trading hours in local time and ET, plus 2025 NYSE market holidays and extended hours trading risks.
- [Options Expiration Calendar 2025](https://www.getswoopr.com/tables/trading/options-expiration-calendar-2025/) ([Markdown](https://www.getswoopr.com/tables/trading/options-expiration-calendar-2025.md)): Standard monthly U.S. equity options expiration dates for 2025, including triple witching and quarterly expiry dates. Reference table for options traders.
- [Options Greeks Reference Table](https://www.getswoopr.com/tables/trading/options-greeks-reference/) ([Markdown](https://www.getswoopr.com/tables/trading/options-greeks-reference.md)): Quick reference table for options greeks: delta, gamma, theta, vega, and rho. Definitions, typical values for at-the-money options.
- [Options Strategy Payoff Reference](https://www.getswoopr.com/tables/trading/options-strategy-payoff-reference/) ([Markdown](https://www.getswoopr.com/tables/trading/options-strategy-payoff-reference.md)): Reference table for common options strategies: max profit, max loss, breakeven, and market outlook for long calls, puts, covered calls, spreads, iron condors.
- [Pattern Day Trader (PDT) Rule Reference](https://www.getswoopr.com/tables/trading/pattern-day-trader-rule-reference/) ([Markdown](https://www.getswoopr.com/tables/trading/pattern-day-trader-rule-reference.md)): Reference table for the FINRA Pattern Day Trader rule: legacy PDT thresholds, $25,000 minimum equity, the 2026 FINRA intraday-margin framework change.
- [SEC Rule 144 Resale Reference](https://www.getswoopr.com/tables/trading/sec-rule-144-resale-reference/) ([Markdown](https://www.getswoopr.com/tables/trading/sec-rule-144-resale-reference.md)): Reference table for SEC Rule 144 requirements for reselling restricted and control securities, including holding periods, volume limits.
- [Trade Settlement Cycle Reference](https://www.getswoopr.com/tables/trading/settlement-cycle-reference/) ([Markdown](https://www.getswoopr.com/tables/trading/settlement-cycle-reference.md)): Reference table for U.S. and global trade settlement cycles by security type: stocks T+1 (since May 2024), options T+1, Treasuries T+1, mutual funds T+1.
- [Short Interest Tracking Reference](https://www.getswoopr.com/tables/trading/short-interest-tracking-reference/) ([Markdown](https://www.getswoopr.com/tables/trading/short-interest-tracking-reference.md)): Reference table for short interest metrics: short interest ratio (days to cover), short interest as percentage of float, data sources.