Leaders Workshop

Soft Skills Development & Training

Blog Archive

Powered by Blogger.

[TSP_Strategy] C Fund Yearly Returns vs. Intra-Year Declines

 

Charts of the Week

S&P 500 Calendar Year Return Versus Intra-Year Decline

Chart of the Week for March 4, 2016 - March 10, 2016

S&P 500 calendar year returns varied significantly, but returns were negative at some point each year.

Equity market returns over the past twenty calendar years have been generally positive as measured by the Standard and Poor's 500 Index ("S&P 500"), but from year to year and during any given year, returns can vary greatly. The chart above shows S&P 500 returns (not including dividends) for each full calendar year and the largest market drop from a peak to a trough during each year.

The S&P 500 posted positive calendar year returns for fourteen of the years shown on the chart, had a 0% return in 2011, and had negative returns in five of the years. The average calendar year return was 8%. However, the intra-year drops show that every year was down at some point, and some of those drops were significant. The largest positive return was in 1997 at 31%, but at one point during 1997, the S&P 500 was down -11%. The largest negative calendar year return was in 2008 during the great financial crisis. The 2008 calendar year return was -38%, which was a large drop. However, the 2008 low point was even worse at a -49% return.

Stock market performance can fluctuate wildly, especially over short time periods. In each of the twenty years shown, the stock market had a negative return at some point. Patient investors who stayed invested were ultimately rewarded in 14 of those 20 years.


__._,_.___

Posted by: sarah_oz@yahoo.com
Reply via web post Reply to sender Reply to group Start a New Topic Messages in this topic (1)
Neither the TSP Strategy group, nor individual members, are licensed or authorized to provide investment advice. Any statements made herein merely reflect the personal opinions of the individual group member. Please make your own investment decisions based upon your personal circumstances.

.

__,_._,___
Anda baru saja membaca artikel yang berkategori dengan judul [TSP_Strategy] C Fund Yearly Returns vs. Intra-Year Declines. Anda bisa bookmark halaman ini dengan URL https://1stleadershipworkshop.blogspot.com/2016/03/tspstrategy-c-fund-yearly-returns-vs.html. Terima kasih!
Ditulis oleh: Andriansyah -

Belum ada komentar untuk "[TSP_Strategy] C Fund Yearly Returns vs. Intra-Year Declines"

Post a Comment