Structured Notes Lab

Reference

How the underlying indices have performed

Most structured notes are built on a handful of indices — the familiar benchmarks like the S&P 500 and Nasdaq 100, plus the engineered (futures-based, leveraged, or volatility-controlled) versions issuers use to price better terms. When our monthly review mentions an underlying, this is the history behind it. All charts share the same percent scale, so an engineered index's bigger swings are visible at a glance.

S&P 500

SPX
-80%-60%-40%-20%0%20%40%60%80%100%120%140%160%2006: 14%2007: 4%2008: -38%2009: 23%2010: 13%2011: 0%2012: 13%2013: 30%2014: 11%2015: -1%2016: 10%2017: 19%2018: -6%2019: 29%2020: 16%2021: 27%2022: -19%2023: 24%2024: 23%2025: 16%2006200820102012201420162018202020222024
Year1 yr3 yr*5 yr*
2025+16%+21%+13%
2024+23%+7%+13%
2023+24%+8%+14%
2022-19%+6%+8%
2021+27%+24%+16%
2020+16%+12%+13%
2019+29%+13%+9%
2018-6%+7%+6%
2017+19%+9%+13%
2016+10%+7%+12%
2015-1%+13%+10%
2014+11%+18%+13%
2013+30%+14%+15%
2012+13%+9%-1%
20110%+12%-2%
2010+13%-5%0%
2009+23%-8%
2008-38%-10%
2007+4%
2006+14%

S&P 500 Futures

SPXFP
-80%-60%-40%-20%0%20%40%60%80%100%120%140%160%2006: 10%2007: 0%2008: -39%2009: 26%2010: 15%2011: 2%2012: 15%2013: 32%2014: 13%2015: 1%2016: 11%2017: 20%2018: -7%2019: 28%2020: 18%2021: 28%2022: -20%2023: 20%2024: 18%2025: 12%2006200820102012201420162018202020222024
Year1 yr3 yr*5 yr*
2025+12%+16%+10%
2024+18%+4%+11%
2023+20%+7%+13%
2022-20%+7%+8%
2021+28%+25%+17%
2020+18%+12%+13%
2019+28%+13%+10%
2018-7%+8%+7%
2017+20%+10%+15%
2016+11%+8%+14%
2015+1%+15%+12%
2014+13%+20%+15%
2013+32%+16%+17%
2012+15%+10%+1%
2011+2%+14%-2%
2010+15%-4%-1%
2009+26%-9%
2008-39%-13%
20070%
2006+10%

S&P 500 Leveraged

SPXFD356
-80%-60%-40%-20%0%20%40%60%80%100%120%140%160%2017: 92%2018: -24%2019: 67%2020: 4%2021: 55%2022: -42%2023: 34%2024: 25%2025: 9%2006200820102012201420162018202020222024
Year1 yr3 yr*5 yr*
2025+9%+22%+10%
2024+25%-1%+9%
2023+34%+6%+16%
2022-42%-2%+3%
2021+55%+39%+31%
2020+4%+9%
2019+67%+34%
2018-24%
2017+92%
2016
2015
2014
2013
2012
2011
2010
2009
2008
2007
2006

S&P 500 Leveraged

SPXF4EV6
-80%-60%-40%-20%0%20%40%60%80%100%120%140%160%2008: -53%2009: 26%2010: 19%2011: -13%2012: 20%2013: 85%2014: 16%2015: -24%2016: 15%2017: 94%2018: -22%2019: 67%2020: 12%2021: 60%2022: -47%2023: 40%2024: 28%2025: 6%2006200820102012201420162018202020222024
Year1 yr3 yr*5 yr*
2025+6%+24%+10%
2024+28%-1%+11%
2023+40%+6%+17%
2022-47%-2%+4%
2021+60%+44%+35%
2020+12%+13%+27%
2019+67%+36%+17%
2018-22%+21%+9%
2017+94%+19%+29%
2016+15%+1%+18%
2015-24%+18%+11%
2014+16%+37%+22%
2013+85%+24%+24%
2012+20%+7%-6%
2011-13%+9%
2010+19%-11%
2009+26%
2008-53%
2007
2006

S&P 500 Leveraged

SPAR4V6
-80%-60%-40%-20%0%20%40%60%80%100%120%140%160%2017: 124%2018: -29%2019: 46%2020: 15%2021: 70%2022: -42%2023: 38%2024: 28%2025: -9%2006200820102012201420162018202020222024
Year1 yr3 yr*5 yr*
2025-9%+18%+10%
2024+28%+1%+15%
2023+38%+11%+18%
2022-42%+4%+3%
2021+70%+42%+35%
2020+15%+6%
2019+46%+32%
2018-29%
2017+124%
2016
2015
2014
2013
2012
2011
2010
2009
2008
2007
2006

S&P 500 Leveraged

SPXFD406
-80%-60%-40%-20%0%20%40%60%80%100%120%140%160%2017: 103%2018: -30%2019: 78%2020: 3%2021: 66%2022: -46%2023: 39%2024: 30%2025: 11%2006200820102012201420162018202020222024
Year1 yr3 yr*5 yr*
2025+11%+26%+12%
2024+30%-1%+11%
2023+39%+7%+18%
2022-46%-3%+3%
2021+66%+45%+34%
2020+3%+9%
2019+78%+36%
2018-30%
2017+103%
2016
2015
2014
2013
2012
2011
2010
2009
2008
2007
2006

S&P 500 Leveraged

MQUSLVA
-80%-60%-40%-20%0%20%40%60%80%100%120%140%160%2006: 12%2007: -15%2008: -50%2009: 21%2010: 10%2011: -9%2012: 16%2013: 67%2014: 7%2015: -24%2016: 11%2017: 71%2018: -20%2019: 59%2020: 6%2021: 47%2022: -41%2023: 31%2024: 28%2025: 5%2006200820102012201420162018202020222024
Year1 yr3 yr*5 yr*
2025+5%+21%+9%
2024+28%0%+9%
2023+31%+4%+14%
2022-41%-3%+3%
2021+47%+35%+28%
2020+6%+10%+21%
2019+59%+29%+13%
2018-20%+15%+4%
2017+71%+13%+21%
2016+11%-3%+12%
2015-24%+11%+8%
2014+7%+28%+16%
2013+67%+21%+19%
2012+16%+5%-7%
2011-9%+7%-12%
2010+10%-13%-9%
2009+21%-20%
2008-50%-22%
2007-15%
2006+12%

Nasdaq 100

NDX
-80%-60%-40%-20%0%20%40%60%80%100%120%140%160%2006: 7%2007: 19%2008: -42%2009: 54%2010: 19%2011: 3%2012: 17%2013: 35%2014: 18%2015: 8%2016: 6%2017: 32%2018: -1%2019: 38%2020: 48%2021: 27%2022: -33%2023: 54%2024: 25%2025: 20%2006200820102012201420162018202020222024
Year1 yr3 yr*5 yr*
2025+20%+32%+14%
2024+25%+9%+19%
2023+54%+9%+22%
2022-33%+8%+11%
2021+27%+37%+27%
2020+48%+26%+23%
2019+38%+22%+16%
2018-1%+11%+12%
2017+32%+15%+19%
2016+6%+11%+16%
2015+8%+20%+16%
2014+18%+23%+18%
2013+35%+17%+24%
2012+17%+13%+5%
2011+3%+23%+5%
2010+19%+2%+6%
2009+54%+2%
2008-42%-10%
2007+19%
2006+7%

Nasdaq 100 Futures

NDXNQER
-80%-60%-40%-20%0%20%40%60%80%100%120%140%160%2006: 2%2007: 13%2008: -43%2009: 54%2010: 20%2011: 3%2012: 18%2013: 36%2014: 19%2015: 9%2016: 6%2017: 31%2018: -3%2019: 36%2020: 48%2021: 27%2022: -34%2023: 47%2024: 18%2025: 15%2006200820102012201420162018202020222024
Year1 yr3 yr*5 yr*
2025+15%+26%+11%
2024+18%+5%+17%
2023+47%+7%+20%
2022-34%+8%+11%
2021+27%+37%+27%
2020+48%+25%+22%
2019+36%+20%+15%
2018-3%+11%+12%
2017+31%+15%+20%
2016+6%+11%+17%
2015+9%+21%+16%
2014+19%+24%+19%
2013+36%+18%+25%
2012+18%+13%+5%
2011+3%+24%+4%
2010+20%+2%+4%
2009+54%0%
2008-43%-13%
2007+13%
2006+2%

Russell 2000

RTY
-80%-60%-40%-20%0%20%40%60%80%100%120%140%160%2006: 17%2007: -3%2008: -35%2009: 25%2010: 25%2011: -5%2012: 15%2013: 37%2014: 4%2015: -6%2016: 19%2017: 13%2018: -12%2019: 24%2020: 18%2021: 14%2022: -22%2023: 15%2024: 10%2025: 11%2006200820102012201420162018202020222024
Year1 yr3 yr*5 yr*
2025+11%+12%+5%
2024+10%0%+6%
2023+15%+1%+8%
2022-22%+2%+3%
2021+14%+19%+11%
2020+18%+9%+12%
2019+24%+7%+7%
2018-12%+6%+3%
2017+13%+8%+13%
2016+19%+5%+13%
2015-6%+10%+8%
2014+4%+18%+14%
2013+37%+14%+18%
2012+15%+11%+2%
2011-5%+14%-1%
2010+25%+1%+3%
2009+25%-7%
2008-35%-9%
2007-3%
2006+17%

EURO STOXX 50

SX5E
-80%-60%-40%-20%0%20%40%60%80%100%120%140%160%2006: 32%2007: 22%2008: -46%2009: 30%2010: -10%2011: -17%2012: 20%2013: 27%2014: -8%2015: -5%2016: 0%2017: 24%2018: -16%2019: 26%2020: 6%2021: 14%2022: -15%2023: 27%2024: 4%2025: 37%2006200820102012201420162018202020222024
Year1 yr3 yr*5 yr*
2025+37%+22%+12%
2024+4%+4%+6%
2023+27%+7%+10%
2022-15%+1%+2%
2021+14%+15%+10%
2020+6%+4%+7%
2019+26%+9%+5%
2018-16%+2%-2%
2017+24%+6%+7%
20160%-4%+6%
2015-5%+4%+2%
2014-8%+12%+1%
2013+27%+8%+8%
2012+20%-3%-9%
2011-17%-1%-8%
2010-10%-14%+1%
2009+30%-5%
2008-46%-4%
2007+22%
2006+32%

Emerging Market

EEM
-80%-60%-40%-20%0%20%40%60%80%100%120%140%160%2006: 31%2007: 33%2008: -49%2009: 69%2010: 17%2011: -19%2012: 19%2013: -4%2014: -4%2015: -16%2016: 11%2017: 37%2018: -15%2019: 18%2020: 17%2021: -4%2022: -21%2023: 9%2024: 7%2025: 34%2006200820102012201420162018202020222024
Year1 yr3 yr*5 yr*
2025+34%+16%+4%
2024+7%-3%+1%
2023+9%-6%+3%
2022-21%-4%-2%
2021-4%+10%+9%
2020+17%+5%+12%
2019+18%+11%+5%
2018-15%+9%+1%
2017+37%+8%+3%
2016+11%-4%0%
2015-16%-8%-6%
2014-4%+3%+1%
2013-4%-2%+13%
2012+19%+4%-1%
2011-19%+17%+2%
2010+17%0%+12%
2009+69%+5%
2008-49%-4%
2007+33%
2006+31%

Gold Leveraged

MQUSGVA
-80%-60%-40%-20%0%20%40%60%80%100%120%140%160%2007: 157%2008: -15%2009: 39%2010: 72%2011: 37%2012: -5%2013: -63%2014: -24%2015: -41%2016: -4%2017: 30%2018: -25%2019: 60%2020: 46%2021: -17%2022: -8%2023: 11%2024: 64%2025: 146%2006200820102012201420162018202020222024
Year1 yr3 yr*5 yr*
2025+146%+65%+28%
2024+64%+19%+15%
2023+11%-5%+15%
2022-8%+4%+6%
2021-17%+25%+13%
2020+46%+20%+17%
2019+60%+16%-3%
2018-25%-2%-16%
2017+30%-10%-27%
2016-4%-25%-32%
2015-41%-45%-26%
2014-24%-36%-9%
2013-63%-22%+3%
2012-5%+31%+21%
2011+37%+48%+48%
2010+72%+27%
2009+39%+45%
2008-15%
2007+157%
2006

Multi-Asset

BNPIMAD5
-80%-60%-40%-20%0%20%40%60%80%100%120%140%160%2006: 2%2007: 1%2008: 3%2009: 3%2010: 8%2011: 5%2012: 10%2013: 10%2014: 10%2015: 0%2016: 6%2017: 6%2018: -4%2019: 13%2020: 3%2021: 4%2022: -6%2023: 5%2024: 1%2025: 7%2006200820102012201420162018202020222024
Year1 yr3 yr*5 yr*
2025+7%+4%+2%
2024+1%0%+1%
2023+5%+1%+4%
2022-6%0%+2%
2021+4%+7%+4%
2020+3%+4%+5%
2019+13%+5%+4%
2018-4%+3%+3%
2017+6%+4%+6%
2016+6%+5%+7%
20150%+7%+7%
2014+10%+10%+9%
2013+10%+8%+7%
2012+10%+8%+6%
2011+5%+5%+4%
2010+8%+5%+4%
2009+3%+3%
2008+3%+2%
2007+1%
2006+2%

Multi-Asset

BNPIMADX
-80%-60%-40%-20%0%20%40%60%80%100%120%140%160%2006: 3%2007: 1%2008: -4%2009: 8%2010: 8%2011: 4%2012: 4%2013: 13%2014: 7%2015: -1%2016: 3%2017: 10%2018: -4%2019: 9%2020: 4%2021: 4%2022: -4%2023: 3%2024: 4%2025: 5%2006200820102012201420162018202020222024
Year1 yr3 yr*5 yr*
2025+5%+4%+2%
2024+4%+1%+2%
2023+3%+1%+3%
2022-4%+1%+2%
2021+4%+6%+4%
2020+4%+3%+4%
2019+9%+5%+3%
2018-4%+3%+3%
2017+10%+4%+6%
2016+3%+3%+5%
2015-1%+6%+5%
2014+7%+8%+7%
2013+13%+7%+7%
2012+4%+5%+4%
2011+4%+7%+3%
2010+8%+4%+3%
2009+8%+2%
2008-4%0%
2007+1%
2006+3%

* 1-year figures are calendar-year percent changes; 3- and 5-year figures are annualized returns over the trailing period ending that year.

These charts and tables are approximations — values are rounded to the nearest percent and are meant to show the shape and scale of each index's yearly moves, not exact performance. Engineered indices typically have shorter live histories; earlier figures may be hypothetical back-tests published by the index sponsor. Past performance does not predict future results — verify anything that matters in the issuer's offering documents.