Annualized Real Total Returns 80% stocks
Posted: Tue Mar 16, 2004 4:16 pm
Here are some tables of annualized real rates of returns for the S&P500 index after 1, 5, 10, 15, 20, 25 and 30 years.
This is for 80% stocks and 20% commercial paper (rebalanced annually at no cost).
Dividends are reinvested. Expenses are 0.20%. I have included P/E10.
This is for 80% stocks and 20% commercial paper (rebalanced annually at no cost).
Dividends are reinvested. Expenses are 0.20%. I have included P/E10.
Code: Select all
Year PE10 1 5 10 15 20 25 30
1871 13.25 11.53 9.43 11.84 9.98 8.39 7.92 8.09
1872 14.51 7.87 4.89 9.95 9.89 8.89 7.70 8.13
1873 15.25 4.40 6.61 9.74 9.04 8.41 7.88 7.79
1874 13.91 12.27 10.65 9.84 9.30 8.17 8.52 7.34
1875 13.55 11.26 11.08 8.84 9.25 7.94 7.51 7.62
1876 13.31 (9.74) 14.31 10.27 8.05 7.54 7.82 7.81
1877 10.60 16.99 15.26 12.47 10.26 8.41 8.79 8.09
1878 9.70 25.77 12.96 10.28 9.02 8.20 8.02 6.95
1879 10.69 14.46 9.03 8.61 7.34 7.98 6.66 6.93
1880 15.25 28.39 6.64 8.35 6.91 6.63 6.95 6.56
1881 18.47 (5.92) 6.36 5.05 5.37 6.26 6.56 5.85
1882 15.68 5.77 9.75 7.84 6.22 7.24 6.71 6.23
1883 15.27 5.36 7.66 7.10 6.66 6.82 5.79 6.01
1884 14.43 2.44 8.22 6.53 7.65 6.10 6.54 5.65
1885 13.13 26.76 10.08 7.05 6.63 7.02 6.54 5.41
1886 16.69 10.04 3.75 4.88 6.22 6.61 5.75 5.23
1887 17.51 (3.90) 5.97 4.49 6.41 5.96 5.54 4.74
1888 15.36 8.09 6.53 6.17 6.54 5.33 5.68 3.84
1889 15.80 11.59 4.87 7.37 5.41 6.12 5.15 3.45
1890 17.22 (5.75) 4.09 4.95 6.02 5.67 4.50 3.04
1891 15.43 22.31 6.03 7.48 7.58 6.26 5.53 2.99
1892 19.02 (1.31) 3.04 6.63 5.96 5.43 4.49 2.96
1893 17.66 (0.10) 5.80 6.55 4.93 5.47 3.31 3.74
1894 15.74 7.52 9.93 5.68 6.55 5.22 3.17 3.81
1895 16.52 3.37 5.81 7.00 6.20 4.60 2.83 4.20
1896 16.58 5.99 8.96 8.36 6.34 5.41 2.39 4.61
1897 17.03 12.65 10.35 7.46 6.24 4.86 2.95 4.80
1898 19.25 21.01 7.31 4.49 5.36 2.70 3.33 5.31
1899 22.93 (11.18) 1.59 4.89 3.69 1.54 2.62 5.79
1900 18.67 19.64 8.20 6.40 4.20 2.10 3.88 6.00