A colleague a short while ago asked me to operate the 30 calendar year yearly returns for U.S. stocks, bonds and funds.
He just required the returns. I could not assistance but slice and dice the quantities and overanalyze the facts due to the fact which is what we do below.
Let’s dig in.
1st the annual return quantities for the S&P 500, 10 12 months treasuries and 3 month T-charges more than the 30 decades ending in 2023:
Some thoughts about these quantities:
Stock returns search average despite the turmoil. From 1994 to 2023, there was the dot-com bubble,