Northwestern Mutual

Why It Might Not Be a Good Idea to Compare Your Investment Performance to the S&P 500

Find out if the S&P 500 should be your benchmark for investment performance.


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From October 2015

Media and other talking heads often refer to the Dow Jones Industrial Average or the S&P 500 when discussing market performance. This begs the question, what are they really—and should you compare the performance of your portfolio to them? In this month’s column, our financial experts provide a brief overview of the Dow and the S&P 500 along with their thoughts on whether they’re good benchmarks to compare performance against.