Free historical returns dataset
149 stocks, ETFs and cryptocurrencies: $1,000 lump-sum returns and CAGR over 1, 5, 10 and 20 years, dividends reinvested (crypto price only). Uninterrupted history required; unavailable windows are blank/null. Data as of 2026-10-23 through 2026-10-25. Latest month may be incomplete.
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Column dictionary
| Column | Definition |
|---|---|
| symbol | Upstream symbol |
| display_ticker | Display ticker |
| name | Asset name |
| type | stock, etf or crypto |
| last_price_date | Last available price date (ISO date) |
| 1y_start_month | Anchor monthly close (YYYY-MM) |
| 1y_value_usd | End value of $1,000, USD |
| 1y_total_return_pct | Total return, percentage points |
| 1y_cagr_pct | Annualized compound return, percentage points |
| 5y_start_month | Anchor monthly close (YYYY-MM) |
| 5y_value_usd | End value of $1,000, USD |
| 5y_total_return_pct | Total return, percentage points |
| 5y_cagr_pct | Annualized compound return, percentage points |
| 10y_start_month | Anchor monthly close (YYYY-MM) |
| 10y_value_usd | End value of $1,000, USD |
| 10y_total_return_pct | Total return, percentage points |
| 10y_cagr_pct | Annualized compound return, percentage points |
| 20y_start_month | Anchor monthly close (YYYY-MM) |
| 20y_value_usd | End value of $1,000, USD |
| 20y_total_return_pct | Total return, percentage points |
| 20y_cagr_pct | Annualized compound return, percentage points |
Numeric values are unrounded; percentages use percentage points. Generated at 2026-10-25T22:44:35.162302+00:00. CSV has a plain header; use companion metadata and its CSV SHA-256 to identify the generation if cached downloads differ.
License and citation
The published derived dataset is licensed under CC BY 4.0. Attribute Source: wallstreetzine.com and link to this page. Upstream: Yahoo Finance monthly prices; early BTC: The Bitcoin Time Machine / Marlow Systems LLC, CC BY 4.0, daily closes aggregated to month-end before October 2014.
Source: wallstreetzine.com — Historical returns dataset. https://wallstreetzine.com/open-data/ (CC BY 4.0).
Methodology. Lump-sum CAGR differs from DCA money-weighted IRR. Curated surviving assets; delisted assets absent. Fees, taxes and FX excluded. Not financial advice. Past performance doesn’t predict future returns.