Periodic Tables and Charts of Annual Investment Returns
I took the liberty of scraping Norm's data and putting it in one of those Google Finance thingies:
http://spreadsheets.google.com/pub?key= ... wv2A&gid=3
http://spreadsheets.google.com/pub?key= ... wv2A&gid=3
Courtesy of a link in Taggart's link above ....
Credit Suisse - Global Investment
Returns Yearbook 2009 - 48 page pdf file
Credit Suisse - Global Investment
Returns Yearbook 2009 - 48 page pdf file
“The search for truth is more precious than its possession.” Albert Einstein
Been waiting and waiting.Taggart wrote:Been looking the last few weeks for the 2009 study of real real returns published by thornburginvestments.com usually in June of each year. Haven't seen it yet.
Finally.............
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Of course the return for T-bills was a minus 1.24% per year over 30 years.Brix wrote:According to Thornburg's numbers, T-bills have preserved the purchasing power of savings over 30 years at a 'cost' of 1.24%. Seen against a background of the fees levied annually on mutual funds, it's not quite as baleful a real return as generally portrayed.
Some interesting overview slides in the presentation by the DC pension folks at the University of British Columbia -
returns and perspectives for 2008.
returns and perspectives for 2008.
“The search for truth is more precious than its possession.” Albert Einstein
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Should have done this a long time ago but...agraham wrote:I took the liberty of scraping Norm's data and putting it in one of those Google Finance thingies:
http://spreadsheets.google.com/pub?key= ... wv2A&gid=3
I've updated this Google Interactive Time Series with data back to 1970. Norbert Shenkler (whom NormR had credited on his periodic table) gave me a pointer to the original data on libra-investments.com. Thanks Norbert!
Re: Periodic Tables and Charts of Annual Investment Returns
http://www.retailinvestor.org/StatsCan.xls
Inflation, returns for stocks, bond, Cdn , US and EAFE
List of links to dozens of sources at bottom of column A on Sheet1
Inflation, returns for stocks, bond, Cdn , US and EAFE
List of links to dozens of sources at bottom of column A on Sheet1
Re: Periodic Tables and Charts of Annual Investment Returns
“The search for truth is more precious than its possession.” Albert Einstein
Re: Periodic Tables and Charts of Annual Investment Returns
A new and interesting chart in the NY Times
In Investing, It’s When You Start And When You Finish -- with some text --
Added later =>
The NY Times attributes this chart to Ed Easterling.
Stock Matrix Options
In going to his website I see he is the author of some books. Is anyone familiar with them?
Crestmont Research
In Investing, It’s When You Start And When You Finish -- with some text --
But historical averages can vary widely depending on their starting and ending points. For example, averages that start before the 1929 crash are substantially different from those that start after it, and Mr. Easterling felt that choosing a single date was arbitrary. In response, he created the chart above, which shows annualized returns based on thousands of possible combinations of market entry and exit.
After accounting for dividends, inflation, taxes and fees, $10,000 invested at the end of 1961 would have shrunk to $6,600 by 1981. From the end of 1979 to 1999, $10,000 would have grown to $48,000.
“Market returns are more volatile than most people realize,” Mr. Easterling said, “even over periods as long as 20 years.”
Question? What fees and taxes are included?Chart Shows -
Average real annual return
Includes dividends, average taxes and fees. Adjusted for inflation.
This chart (at right) shows annualized returns for the S.& P. 500 for every starting year and every ending year since 1920 — nearly 4,000 combinations in all. READ ACROSS THE CHART to see how money invested in a given year performed, depending on when it was withdrawn
Added later =>
The NY Times attributes this chart to Ed Easterling.
Stock Matrix Options
In going to his website I see he is the author of some books. Is anyone familiar with them?
Crestmont Research
“The search for truth is more precious than its possession.” Albert Einstein
Re: Periodic Tables and Charts of Annual Investment Returns
“The search for truth is more precious than its possession.” Albert Einstein
Re: Periodic Tables and Charts of Annual Investment Returns
“The search for truth is more precious than its possession.” Albert Einstein
Re: Periodic Tables and Charts of Annual Investment Returns
Norbert has also updated his Canadian nominal and real tables for 2010, see his link at Libra for
Excel Spreadsheet - the fifth bullet on the web page
Very helpful. Thanks Norbert.
Excel Spreadsheet - the fifth bullet on the web page
Very helpful. Thanks Norbert.
“The search for truth is more precious than its possession.” Albert Einstein
Re: Periodic Tables and Charts of Annual Investment Returns
My Asset Mixer & Periodic Table have been updated to include 2011 nominal data based on info from Norbert.
Re: Periodic Tables and Charts of Annual Investment Returns
Thanks, Norm. Great tools!
Re: Periodic Tables and Charts of Annual Investment Returns
And an update on the Callan periodic table
1992-2011 Callan Periodic Table of Investment Returns
The Callan website - with more ....
1992-2011 Callan Periodic Table of Investment Returns
The Callan website - with more ....
“The search for truth is more precious than its possession.” Albert Einstein
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Re: Periodic Tables and Charts of Annual Investment Returns
Bogleheads • View topic - Callan Periodic Table of Investment Returns has some discussion on the implications/interpretations of the Callan Periodic Table that some might find useful.
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Normal people… believe that if it ain’t broke, don’t fix it. Engineers believe that if it ain’t broke, it doesn’t have enough features yet. – Scott Adams
Normal people… believe that if it ain’t broke, don’t fix it. Engineers believe that if it ain’t broke, it doesn’t have enough features yet. – Scott Adams
Re: Periodic Tables and Charts of Annual Investment Returns
Does anyone have very long term (century+) total return data for UK stocks?