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Hi ERN. I was curious about some of the data in the Stock/Bond Returns tab:
- What is the source for the "SPX-TR" numbers? (I was doing some side-math and trying to pull the latest, since the sheet currently just runs through Sept 2021).
- Are those #s based on the monthend closing price (specific date), or an average for the month in question? And then presumably dividends are included?
- what does "10Y BM" represent?
Thanks
It's the S&P Total Return Index ( https://finance.yahoo.com/quote/%5ESP500TR/) and I use the month-end numbers.
10Y BM is the 10-year U.S. Treasury benchmark bond index. Also Total Return. Also month-end numbers.