Via News Knowledge File

S&P 500 Index Fund

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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

sourced metrics

244

relationships

stated objectives

Via News reports

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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

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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 →