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UBS YEARBOOK 2026 · 1920s—2020s

UBS YEARBOOK 2026 · 1920s—2020s — Every factor spends a decade looking broken

The factor decades — Annualized premia for five factors across eleven decades, as a 5×11 matrix.

Five factors against eleven decades of annualized premia. Momentum leads the full period at 7.7% and its single losing decade lands right after it topped the previous one; value is negative in three of the last four; income has never led a decade.

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What this page answers

This static page is built to answer searches for UBS YEARBOOK 2026 · 1920s—2020s. It summarizes the live dataset behind the Every factor spends a decade looking broken panel and links to the full interactive chart.

Five factors against eleven decades of annualized premia. Momentum leads the full period at 7.7% and its single losing decade lands right after it topped the previous one; value is negative in three of the last four; income has never led a decade. The data is refreshed by the History of Market pipeline and published as a stable JSON endpoint for research, citation, and AI-agent use.

The plate

UBS YEARBOOK 2026 · 1920s—2020s — Every factor spends a decade looking broken19201930194019501960197019801990200020102020MomentumLow volValueSizeIncome
Plate .3 Five factors against eleven decades of annualized premia. Momentum leads the full period at 7.7% and its single losing decade lands right after it topped the previous one; value is negative in three of the last four; income has never led a decade. /api/static/ubs-yearbook.json

Data & Source

GET /api/static/ubs-yearbook.json — Canonical dataset endpoint.

Yahoo Finance · Macrotrends · Robert Shiller · FRED · S&P Global · Nasdaq · NBER.

FAQ

Where does this data come from?

History of Market combines public market and macro datasets including Yahoo Finance, Macrotrends, Robert Shiller, FRED, S&P Global, Nasdaq, NBER, and the UBS Global Investment Returns Yearbook (Dimson–Marsh–Staunton). The exact endpoint for this panel is linked below.

How often is it updated?

Daily-tier datasets refresh after the U.S. market close, with a broader weekly refresh on Sunday. The timestamp shown on this page comes from the JSON payload.

Can I use the data?

Yes, for research and education with attribution to History of Market. Upstream data sources retain their own terms.