I-Best And Worst Index Index Returns 1973 - 2016

by Dana Anspach

Iitshathi kule ngcelele zibonisa ukusebenza kwemakethi ye-stock ukuthelekiswa nakwezinye iimali-mali ezikhuselekileyo ezifana nezibophelelo okanye iziqinisekiso zobuncwane. Ukubuyiselwa kuboniswa ngolu hlobo lokubuyiswa kwesalathisi .

01 I-S & P 500 ye-Index yokuThengisa iMarike yeStock Market

Ukubuyiselwa kokubuyisela kunika indlela enkulu yokujonga ukusebenza kweeMarike Le ngxowa yebhayibhile ibonisa ukubuya okubuyiselwayo ukusuka ngo-1973-phakathi ko-2009 kwi-S & P 500 Index ngaphezu kwe-1, 3, 5, 10, 15, kunye ne-20. Dana Anspach

Ukubuyiselwa kokubuyisela akuhambi konyaka wekhalenda; Kunoko, bajonga ngamnye unyaka-ngamnye, iminyaka emithathu, iminyaka emihlanu, njl. ixesha lexesha liqala ngokutsha ngenyanga nganye kwixesha elikhethiweyo elikhethiweyo. Ukubuyiswa kwembuyekezo kukunika umfanekiso omkhulu wendlela intengiso yemasheya eyenziwa ngayo kwixesha elihle kunye nelibi. Awufumani lo mbono opheleleyo xa ubheka kuphela kwimbuyekezo ephakathi. Umyinge ugqithise ukukhupha phezulu kunye nokuhla.

Ngethuba lexeshana, i- S & P 500 Index fund ingakwazi ukubuyisela iindleko eziphezulu, okanye ukubuyisela okuphantsi, kuxhomekeke kwixesha otyalomali. Ishati ekhankanywe ngasentla ijonge i-1, 3, 5, 10, 15 kunye ne-20 yeminyaka yokubuyisela isalathisi se-S & P 500 Index kwixesha likaJanuwari 1973-Disemba 2016.

Ixesha elidlulileyo lexesha lokujikeleza linikezela ukubuyela kwe -43%. Oku kwenzeka phezu kweenyanga ezilishumi elinesibini eziphelileyo ngoFebruwari 2009. I-index ye-one-year-best-return returns in return 61%, eyenzeka malunga neenyanga ezilishumi elinesibini eziphela ngo-Juni 1983.

Ukuba ngaba ungumtyalomali wexesha elide, iminyaka engamashumi amabini anesibini kunikezela ukubuyela kwe-6.4% ngonyaka. Oku kwenzeke ngaphezu kweminyaka engamashumi amabini ephela ngoMeyi 1979. Iminyaka engama-20 engcono kakhulu yanikela ngokuphindaphindiweyo kwe-18% ngonyaka, eyenzeka kwiminyaka engamashumi amabini ephela ngo-Matshi 2000.

02 Ixesha elilodwa lokuGqiba ii-Frames

I-Stock Year ye-1 kunye ne-Bond Index Ukubuyiswa kwe-Rolling Returns Le ngxowa yebhayibhile ibonisa unyaka owodwa ojikelezayo ukubuya ukususela ngo-1973-phakathi ko-2009 kwiintlobo ezahlukahlukeneyo ze-stock and bond bonds. Dana Anspach

Ngethuba lexeshana, ama-index indexes anganika ukubuyiswa okuphezulu ngokukodwa, okanye ukubuyiswa okuncinci okuphantsi, kuxhomekeke kwixesha otyalwe ngalo.

Ishati ekhankanywe ngasentla ijonge ukubuyiswa kweminyaka emibini ye-S & P 500 Index kunye neentlobo ezintathu zeentengo ezigqithisiweyo ezahlukileyo ukusuka ngoJanuwari 1973 ukuya kuDisemba 2016, kunye noRussell 2000 Index ubuya ukusuka ngoJanuwari 1979 ukuya kuDisemba 2016 (I-Russell 2000 Index ilandelela ukusebenza kweefotyana ezincinci , kwaye idatha ayitholakali ngaphambi kukaJanuwari 1979.)

Inkcazo kaRussell 2000, ngakwesokudla kakhulu, yanikela ngokubuyisela kwayo iminyaka engaphezu kwe-42% ngaphezulu kweenyanga ezilishumi elinesibini eziphela ngoFebruwari 2009. Kuhle kakhulu ukubuyisela iminyaka eli-97% kwinyanga ezilishumi elinesibini eziphela ngoJuni 1983.

Thelekisa oko kwiinyanga ezili-12 ezifanelekileyo kwiibhondi eziphakathi apho bephakama ngamaphesenti angama-27.9%, kwaye bahlala ngaphantsi kwe-1.7%. Olu luhlu oluncinci lweziphumo kunezinto ozibonayo ngamasheya.

03 Ixesha lexesha eli-3

I-Stock Yonyaka ka-3 kunye ne-Bond Index Ukubuyiswa kwee-Rolling Return This chart chart ibonisa ukunyuka kweeminyaka ezi-3 ukusuka ngonyaka we-1973-phakathi ko-2009 kwiintlobo ezahlukeneyo ze-stock and bond bonds. Dana Anspach

Xa ikhangelwa kwiminyaka embalwa, i-stock indexes inokubuyisela ukubuyiswa okuphezulu, okanye ukubuyiswa okuphantsi, kuxhomekeke kwixesha otyalwe ngalo. Kukho ixesha eliyiminyaka emithathu apho ungazange wenze imali kwimarike yempahla.

Ishati ekhankanywe ngasentla ijonge ukubuyiswa kweminyaka emi-3 ye-S & P 500 Index kunye nee-indices ezintathu zee-bond ezivela kwiJanuwari 1973-Disemba 2016, kunye noRussell 2000 Index ebuyiswa ngoJanuwari 1979-Disemba 2016.

Iibhondi zeburhulumenteni zangexesha elide, eziboniswe kwi-orange, zanikela ngokubuyela kwabo kweminyaka emithathu engaphezulu kwe--6% ngonyaka malunga neminyaka emithathu ephela ngoSeptemba 1981. Ukubuyela kwabo kweminyaka emithathu engama-25% kwenzeke kule minyaka emithathu iphelile ngo-Agasti 1986 .

04 Ixesha Lexesha Eliminyaka Elihlanu

I-Stock Yonyaka ka-5 kunye ne-Bond Index Ukubuyiswa kwee-Rolling Return This chart chart ibonisa ukuba iminyaka emihlanu ibuyele imbuyekezo evela ngo-1973-phakathi ko-2009 kwiintlobo ezahlukeneyo zeefowuni kunye nezibophelelo. Dana Anspach

Ishati ekhankanywe ngasentla ijonge ukubuyiswa kweminyaka emihlanu ye-S & P 500 Index kunye nee-indices ezintathu zee-bond ezivela kwiJanuwari 1973-Disemba 2016, kunye neRussell 2000 Index ebuya ngoJanuwari 1979-Disemba 2016.

I-S & P 500 Index, eboniswe ngokubomvu, ibuyise iminyaka engama-5 engama-6.6% ngonyaka malunga nokuphela kweminyaka emihlanu iphelile ngoFebruwari 2009. Iminyaka emihlanu yokubuya kwe-30% yenzeke kule minyaka emihlanu iphelile ngoJulayi 1987 .

05 Ixesha lexesha eli-10

I-Stock yonyaka we-10 kunye ne-Bond Index Ukubuyiswa kwe-Rolling Returns Le ngxowa yebhayibhile ibonisa unyaka olishumi ukubuyisela ukubuya ukusuka ngo-1973-phakathi ko-2009 kwiintlobo ezahlukeneyo zeefowuni kunye neentengo. Dana Anspach

Kwixesha elingaphezu kwexesha elide, awunamathuba amaninzi okufumana ukubuyiswa okungekho embi, kwintlobo-mali ekutshatyalaliseni njengempahla.

Ishati ekhankanywe ngasentla ijonge ukubuyiswa kweeminyaka ezilishumi ze-S & P 500 Index kunye neengongoma ezintathu zeekhonkco ezahlukeneyo ukususela ngoJanuwari 1973 ukuya kuDisemba 2016, kunye noRussell 2000 Index ubuya ngoJanuwari 1979-Disemba 2016.

I-S & P 500 Index, iboniswe ngokubomvu, ibuyise iminyaka engaphezu kwe-10 yokubuya kwe--3% ngonyaka kwiminyaka elishumi ephelela ngoFebruwari 2009. Ukubuya kweeminyaka elishumi, ngama-20% ngonyaka, kwenzeka ngaphezu kweminyaka elishumi kuphela ngo Agasti 2000.

Iimviwo ezili-10 eziNyaka ezi-15

I-Stock Year ye-15 kunye ne-Bond Rolling Index Ibuyisela le nkcazo yebhayibhile ibonisa umnyaka weshumi elinesihlanu ukubuyisela ukubuya ukusuka ngo-1973-phakathi kwe- Dana Anspach

Njengoko ixesha ohlala utyalo-mali lithatha ixesha elide, awunakukwazi ukufumana imbuyekezo engalunganga xa utyalo-mali kwi-index index.

Ishati ekhankanywe ngasentla ijonge ukubuyiswa kweeminyaka ezilishumi elinesihlanu ze-S & P 500 Index kunye nee-indices ezintathu zee-bond ezivela kwiJanuwari 1973-Disemba 2016, kunye noRussell 2000 Index ebuyiswa ngoJanuwari 1979-Disemba 2016.

I-S & P 500 Index, iboniswe ngokubomvu, ibuyise iminyaka engama-15% yokubuya kwe-3.7% ngonyaka ngaphezu kweminyaka elishumi elinesihlanu ephela ngo-Agasti 2015. Ukubuya kweeminyaka elishumi elinantlanu kwe-20% ngonyaka kwenzeka ngaphezu kweminyaka elishumi elinesihlanu ephela ngoJulayi 1997.

07 Ixesha leMinyaka engama-20

I-Index ye-20 ye-Rolling Index Ibuyisela le nkcazo yebhayibhile ibonisa ukuba iminyaka engama-20 ibuyisela imbuyekezo evela ngowe-1973-phakathi ko-2009 ngenxa yeempahla ezininzi kunye nezikhonkco zeekhonkco. Dana Anspach

Xa ukhangele kwiminyaka engama-mabini yexesha, ama-stocks abuyele ukubuyisela okulungileyo, nangona ngexesha elibi leminyaka engamashumi amabini.

Isatshati ngasentla ibheka ukubuyiswa kweminyaka emashumi mabini ukusuka ngoJanuwari 1979 ukuya kuDisemba 2016.

I-S & P 500 Index, eboniswe ngokubomvu, ibuyise iminyaka engamashumi amabini anesibini yokubuya kwe-6.4% ngonyaka kwiminyaka engamashumi amabini iphelile ngoMeyi 1979. Ukubuya kweeminyaka emashumi mabini ezelwe kwe-18% ngonyaka kwenzeka iminyaka engamashumi amabini ephela ngoMatshi 2000.

Into enye kufuneka uqaphele malunga nokufunda le data; Imbuyiselo yeembambano zembali zibukeka zihle kakhulu! Ininzi yale nto yayingenxa yokunciphisa izinga lomlinganiselo wentsingiselo. Ukuba amazinga omdla ngokunyuka abuyele emva kweminyaka elishumi ezayo, ukubuyiswa kweendleko zebhondi aziyi kubukeka zikhulu.