Inkcazo ngoku iquka i- US Treasury , imiba enxulumene noorhulumente, iibhondi zenkampani , i-agency-backed-backed-backs, i -securities-backed securities , kunye ne -securities-backed-backed securities . "I-Index ye-S & P 500 inokulinganisa ukusebenza kweenkampani ezinamakhulu ama-500 imasheya yaseStock.
Fumana oku ngakumbi malunga nendlela iifotyi kunye nezibophelelo zithatha ngayo ixesha elide.
Itheyibhile engezantsi ibonisa ukubuya kwezimbonakaliso ezimbini ngonyaka ngeminyaka yekhalenda engu-34 phakathi ko-1980-2013, ilandelwa ngamanani amaninzi ngamnye.
| Unyaka | Barclays Agg. | S & P 500 | Uhluko |
| 1980 | 2.71% | 32.50% | -29.79% |
| 1981 | 6.26% | -4.92% | + 11.18% |
| 1982 | 32.65% | 21.55% | + 11.10% |
| 1983 | 8.19% | 22.56% | -14.37% |
| 1984 | 15.15% | 6.27% | + 8.88% |
| 1985 | 22.13% | 31.73% | -9.60% |
| 1986 | 15.30% | 18.67% | -3.37% |
| 1987 | 2.75% | 5.25% | -2.50% |
| 1988 | 7.89% | 16.61% | -8.72% |
| 1989 | 14.53% | 31.69% | -17.16% |
| 1990 | 8.96% | -3.11% | + 12.07% |
| 1991 | 16.00% | 30.47% | -14.47% |
| 1992 | 7.40% | 7.62% | -0.22% |
| 1993 | 9.75% | 10.08% | -0.33% |
| 1994 | -2.92% | 1.32% | -4.34% |
| 1995 | 18.46% | 37.58% | -19.12% |
| 1996 | 3.64% | 22.96% | -19.32% |
| 1997 | 9.64% | 33.36% | -23.72% |
| 1998 | 8.70% | 28.58% | -19.88% |
| 1999 | -0.82% | 21.04% | -21.86% |
| 2000 | 11.63% | -9.11% | + 20.74% |
| 2001 | 8.43% | -11.89% | + 20.32% |
| 2002 | 10.26% | -22.10% | + 32.36% |
| 2003 | 4.10% | 28.68% | -24.58% |
| 2004 | 4.34% | 10.88% | -6.54% |
| 2005 | 2.43% | 4.91% | -2.48% |
| 2006 | 4.33% | 15.79% | -11.46% |
| 2007 | 6.97% | 5.49% | + 1.48% |
| 2008 | 5.24% | -37.00% | + 42.24% |
| 2009 | 5.93% | 26.46% | -20.53% |
| 2010 | 6.54% | 15.06% | -8.52% |
| 2011 | 7.84% | 2.11% | + 5.73% |
| 2012 | 4.22% | 16.00% | -11.78% |
| 2013 | -2.02% | 32.39% | -34.31% |
I-Barclays Uhlu lweeNkcukacha
Iminyaka Efanelekileyo: 31 ye-34
Ukubuya okuphezulu: 32.65%, 1982
Ukubuyisa okuphantsi kakhulu: -2.92%, 1994
Umyinge wonyaka wonyaka (1980-2013): 8.42%
( Qaphela: oku kufumaneke ukufumana inzuzo, kungekhona ukubuyiswa kwenani elipheleleyo ngonyaka ).
I-S & P 500 Izibalo
Iminyaka Efanelekileyo: 28 kwi-34
Ukubuya okuphezulu kakhulu: 37.58%, 1995
Ukubuyiswa okuphantsi kakhulu: -37.00%, 2008
Umyinge we-Annual Gain: 13.92%
Izibalo ezifanisa:
Iminyaka yeeBond ezingapheliyo: 10 kwe-34
Iimali zeMali eziPhezulu kunazo zonke zokuPhumela koMgangatho: 42.24%, 2008
Iimali zeMali eziPhezulu kunazo zonke zokungaphumeleli: -34.31%, 2013
Ukwaba njani ulwabiwo lwe-50-50 phakathi kwamaNdiya amabini?
Iminyaka emihle: 30 kwi-34
Ukubuya okuphezulu kakhulu: 28.02%, 1995
I-Returnest Lowest: -15.88%, 2008 (Abanye beyi-2002 (-5.92%), 2001 (-1.73), no-1994 (-0.80%)
Umyinge we-Annual Gain: 11.17%
Oku kubonisa ukuba abatyali-mali babeyekezela malunga ne-20% yentlawulo yeempahla kunye ne-50-50 yokwahlukana, kodwa iipotifoliyo ezidibanisene nazo zaziba neengcipheko eziphantsi.
Ukubuyisela idatha, 1928-2013
Emva kokuba isampuli ikhulisiwe, i-gap yentsebenzo iyanda. I-Federal Reserve Bank yaseSt. Louis iye yalinganisa ukubuyiswa kweempahla, ii-bhulo-mali kunye ne-10-year-bond bonds kusukela ngowe-1928. Qaphela ukuba ezi zimela utyalo-mali olwahlukileyo kunokuba zichazwe ngasentla kuba kungekho i-S & P 500 okanye i-Barclays. . Iinqwelo zentathu eziphambili zi:
- Amasheya ahlawule ukubuya kwe-1150% ngonyaka we-1928-2013, ngelixa i-T-bills kunye ne-T-bonds ephakathi kwama-3.57% kunye no-5.21%, ngokulandelanayo.
- I-100 eyi-100 eyityalomali kwiimpahla zango-1928 yayiza kuba yi-255,553.31 yee-$ ngasekupheleni kuka-2013, ngelixa i-$ 100 kwii-b-bills kunye ne-T-bond ziza kukhula ukuya kwi-1,972.72 kunye ne-$ 6,925,7940 ngokulandelanayo.
- Iindleko ze-T zenze imbuyekezo emihle kuyo yonke i-kalenda yeminyaka eyi-85, ngelixa iibhondi ze-T zifumana kwi-69 yeminyaka engama-85 (i-81%) kunye nemasheya yenyuka ngo-61 (72%).