Periodic Tables and Charts of Annual Investment Returns
- Bylo Selhi
- Veteran Contributor
- Posts: 29494
- Joined: 16 Feb 2005 10:36
- Location: Waterloo, ON
- Contact:
Re: Periodic Tables and Charts of Annual Investment Returns
Dimson et al in Triumph of the Optimists?
Sedulously eschew obfuscatory hyperverbosity and prolixity.
Re: Periodic Tables and Charts of Annual Investment Returns
U.K.NormR wrote:Does anyone have very long term (century+) total return data for UK stocks?
Data 1900 to 2010 (inclusive)
Equities:
Nominal 9.5%
Real Return 5.3%
Low Yield Stocks 8% per annum
High Yield Stocks 10.9% per annum
Source: Credit Suisse Global Investment Returns Yearbook February 2011
Authors: Elroy Dimson, Paul Marsh and Mike Staunton of the London Business School
- Shakespeare
- Veteran Contributor
- Posts: 23396
- Joined: 15 Feb 2005 23:25
- Location: Calgary, AB
Re: Periodic Tables and Charts of Annual Investment Returns
Pretty good, considering two World Wars which beggared the country, and the loss of empire. But foreigners would of received significantly less because of the devaluation of sterling.
Added: http://measuringworth.com/exchangeglobal/ pounds to US dollars
1900: .2056
2010: .6472
((1.053^110*(.2056/.6472))^1/110 -1 )*100=4.2%.
Added: http://measuringworth.com/exchangeglobal/ pounds to US dollars
1900: .2056
2010: .6472
((1.053^110*(.2056/.6472))^1/110 -1 )*100=4.2%.
Sic transit gloria mundi. Tuesday is usually worse. - Robert A. Heinlein, Starman Jones
Re: Periodic Tables and Charts of Annual Investment Returns
Britain's worst equity drawdowns were not the 30's or leading up to or directly after World War II, but about the time of the oil crisis in the early 70's.Shakespeare wrote:Pretty good, considering two World Wars which beggared the country, and the loss of empire.
From page 7 of their Global Investment Returns Yearbook.
"After October 1936, the approach and arrival of war led to a real stock market decline of 59% by June 1940, though recovery was complete by 1945.
Before the oil crisis, the equity market had hit a high in 1972, but UK equities entered 1975 down from that peak by 74% in real terms, and recovery took til February 1983."
Re: Periodic Tables and Charts of Annual Investment Returns
Posting this before I've even had a chance to read it, but I most certainly will.
Credit Suisse global investment returns yearbook - 2012
Credit Suisse global investment returns yearbook - 2012
Re: Periodic Tables and Charts of Annual Investment Returns
Thank you.Taggart wrote:Posting this before I've even had a chance to read it, but I most certainly will.
Credit Suisse global investment returns yearbook - 2012
Very good discussion of hedging against inflation (and deflation). Bottom line: equities alone are at best a partial hedge.
George
The juice is worth the squeeze
- northbeach
- Veteran Contributor
- Posts: 1016
- Joined: 07 Mar 2005 18:22
- Location: The County
Re: Periodic Tables and Charts of Annual Investment Returns
Here is article regarding the 2012 edition of the Global Investment Returns Yearbook:Taggart wrote:Posting this before I've even had a chance to read it, but I most certainly will.
Credit Suisse global investment returns yearbook - 2012
http://howtoinvestonline.blogspot.com/2 ... chive.html
- northbeach
- Veteran Contributor
- Posts: 1016
- Joined: 07 Mar 2005 18:22
- Location: The County
Re: Periodic Tables and Charts of Annual Investment Returns
Was not sure where to post this interactive chart.
http://getsmarteraboutmoney.ca/tools-an ... chart.html
http://getsmarteraboutmoney.ca/tools-an ... chart.html
Re: Periodic Tables and Charts of Annual Investment Returns
Interesting to add the housing numbers as well.northbeach wrote:Was not sure where to post this interactive chart.
http://getsmarteraboutmoney.ca/tools-an ... chart.html
Re: Periodic Tables and Charts of Annual Investment Returns
Asset Class Returns 2004 - 2013
Re: Periodic Tables and Charts of Annual Investment Returns
This is similar to what ig17 posted - but I don't think it is the same table - (correct me if it is )
The Callan Periodic Table of Investment Returns
Annual Returns for Key Indices Ranked in Order of Performance (1994–2013)
The Callan Periodic Table of Investment Returns
Annual Returns for Key Indices Ranked in Order of Performance (1994–2013)
“The search for truth is more precious than its possession.” Albert Einstein
-
- Contributor
- Posts: 616
- Joined: 04 Dec 2010 20:39
Re: Periodic Tables and Charts of Annual Investment Returns
This is fascinating! Thanks.Taggart wrote:Credit Suisse Global Returns Yearbook 2013
Re: Periodic Tables and Charts of Annual Investment Returns
“The search for truth is more precious than its possession.” Albert Einstein
- parvus
- Veteran Contributor
- Posts: 10014
- Joined: 20 Feb 2005 16:09
- Location: Waiting for the real estate meltdown on Rua Açores.
Re: Periodic Tables and Charts of Annual Investment Returns
Thanks Taggart. Always a good read.
Wovon man nicht sprechen kann, darüber muß man schweigen — a wit
finiki, the Canadian financial wiki Your go-to guide for financial basics
finiki, the Canadian financial wiki Your go-to guide for financial basics
- Bylo Selhi
- Veteran Contributor
- Posts: 29494
- Joined: 16 Feb 2005 10:36
- Location: Waterloo, ON
- Contact:
Re: Periodic Tables and Charts of Annual Investment Returns
Sedulously eschew obfuscatory hyperverbosity and prolixity.
-
- Veteran Contributor
- Posts: 4523
- Joined: 06 Mar 2014 12:52
- Location: Retired Gen Xer somewhere on the planet earth
Re: Periodic Tables and Charts of Annual Investment Returns
I personally love the Russell Value/Growth. If I went for a low-fee index, I'd probably go for one or both of those two.
I think Royce has funds that do well in those categories.
I think Royce has funds that do well in those categories.
Re: Periodic Tables and Charts of Annual Investment Returns
Provided you have myopia, the S&P 500 looks like a good bet
http://www.ndir.com/cgi-bin/PeriodicTab ... eturns.cgi
http://www.ndir.com/cgi-bin/PeriodicTab ... eturns.cgi
-
- Veteran Contributor
- Posts: 4523
- Joined: 06 Mar 2014 12:52
- Location: Retired Gen Xer somewhere on the planet earth
Re: Periodic Tables and Charts of Annual Investment Returns
Wow.Springbok wrote:Provided you have myopia, the S&P 500 looks like a good bet
http://www.ndir.com/cgi-bin/PeriodicTab ... eturns.cgi
Re: Periodic Tables and Charts of Annual Investment Returns
Further to the discussion we had in Canadian Banks thread, that periodic chart is a good part of your data source for your study from a Canadian's perspective. Feel free to work a wide range of rolling forward periods of the S&P500 vs TSX vs ?Flaccidsteele wrote:Wow.
finiki, the Canadian financial wiki The go-to place to bolster your financial freedom
Re: Periodic Tables and Charts of Annual Investment Returns
Try RRBsAltaRed wrote:S&P500 vs TSX vs ?
All that, plus protection against unexpected inflation. As NormR has said in a different context and in different words, sometimes you get the reward without the risk. (Of course, sometimes you get the risk without the reward.)
George
The juice is worth the squeeze