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S&P 500 Index Fund

product80% conf.·synced Aug 13, 2026

Index fund tracking the S&P 500 that Jackie Cummings Koski invested in, with higher historic rate of return than most target-date retirement funds

50
sourced metrics
244
relationships
8
stated objectives
0
Via News reports

Every fact below is drawn from Via News's knowledge graph and linked to the source document it came from. Nothing here is unsourced. How we source →

Key metrics · each point sourced

Total Return
206percent
Jul 29, 2026source
Weekly Return
2percent
Jul 2, 2026source
Cagr 10yr
15.5percent
Jun 29, 2026source
Total Return 10yr
322percent
Jun 29, 2026source
Stock Price
7301.35index_points
Jun 26, 2026source
Eps
21.1percent_yoy_growth_forecast
Jun 23, 2026source
Margin
22percent_ROE
Jun 12, 2026source
Shiller Pe Ratio
42.84ratio
Jun 1, 2026source
Futures Change
-0.22percent
May 28, 2026source
Historical Avg Annual Return
10percent
May 26, 2026source
Trailing 1yr Return
25percent
May 26, 2026source
Market Share
40percent
May 25, 2026source
Return
208percent
May 23, 2026source
Total Return Stock Advisor Benchmark Comparison
207percent
May 17, 2026source
Benchmark Return
207percent
May 17, 2026source
Price Appreciation
6multiple_x
May 17, 2026source
Daily Return
0.19percent
May 11, 2026source
Monthly Return
9.13percent
May 11, 2026source

Stated objectives

Reach 8,338 according to Wall Street consensus

source
target: 8338 stated

Reach index level of 8,338

source
target: 8338 stated

Top 10 S&P 500 companies expected to grow earnings per share by more than 20% on average

source
target: 20 by 2027-12-31 00:00:00stated

S&P 500 EPS growth forecast for 2026

source
target: 12% by 2026-12-31 00:00:00stated

Goldman Sachs consensus forecast for S&P 500 aggregate earnings per share in fiscal year 2026

source
target: $309 by 2026-12-31 00:00:00stated

Goldman Sachs consensus forecast for S&P 500 aggregate earnings per share in fiscal year 2027

source
target: $342 by 2027-12-31 00:00:00stated

Sustain record-level corporate profitability and ROE near 22% to support elevated stock valuations at ~21x forward earnings

source
target: 22 percent ROE stated

Kevin Matras forecasts S&P 500 could achieve 30%+ annual gain in 2026, marking only the sixth such occurrence since 1988

source
target: 30% annual return by 2026-12-31 00:00:00stated

Relationship graph · 244 connections

Covered by
55
Competes with
53
constituent of
31
component of
27
tracks
24
Built on
17
regulates
6
located in
5
recommends
Warren Buffett
This Knowledge File is assembled from Via News's source-traceable knowledge graph. Metrics, objectives and relationships are extracted from primary and credible secondary documents and refreshed on a schedule. Read our methodology →
What we know · the intelligence behind this page
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What we're seeing
Enterprise Software Races to Govern and Consolidate Around Agentic AI
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Our read on the data ›
Signals we're tracking
EPKINLY Regulatory-Clinical Success Cascade
High probability of expanded label indications, additional combination approvals, and competitive positioning strength in follicular lymphoma market. Predicts positive commercial uptake and potential accelerated review for related indications.
Patterns we're watching ›
Where sources disagree
Ford Motor Company
Both facts give cash for Ford Motor Company at the same point in time (2025-12-31; FY 2025 year-end and Q4 2025 year-end are the same date). Both are labelled USD, but the values are 23,356,000,000 and 23.356, which cannot both be true in USD. The two numbers agree once the second is read as billions (23.356 bn = 23,356,000,000), so the economic content is consistent and the conflict is a unit/scale error in the Q4 2025 record. The period is not the reason for the conflict: a Q4 and an FY figure at the same year-end date should match.
We flag conflicts openly ›
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