Endèks la gen ladan US trezorye , pwoblèm ki gen rapò ak gouvènman, lyezon antrepriz , ajans ipotèk ki te sipòte pas-yo, sekirite konsomatè -te apiye , ak sekirite komèsyal ipotèk ki te sipòte . "S & P 500 Index mezire pèfòmans 500 konpayi yo pi gwo nan mache dechanj US la.
Chache konnen plis sou kijan aksyon ak obligasyon pile sou yon baz ki dire lontan.
Tablo ki anba la a montre retounen nan de endis yo sou yon baz chak ane nan 34 ane kalandriye ant 1980-2013, ki te swiv pa kèk estatistik sou chak.
| Ane | Barkley Agg. | S & P 500 | Diferans |
| 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% |
Barkley aggregate Estatistik
Ane pozitif: 31 nan 34
Retounen pi wo: 32,65%, 1982
Pi ba Retounen: -2,92%, 1994
Mwayèn Anyèl Akeri (1980-2013): 8.42%
( Remak: sa a se tou senpleman benefis an mwayèn, pa yon mwayèn retounen total anyèl ).
S & P 500 Estatistik
Ane pozitif: 28 nan 34
Retounen pi wo: 37.58%, 1995
Pi ba Retounen: -37.00%, 2008
Mwayèn Anyèl Akeri: 13.92%
Estatistik comparative:
Ane Bon Outperformed: 10 nan 34
'Pi gwo Maj nan Bon Outperformance: 42.24%, 2008
Bon Maj 'Bon nan Underperformance: -34.31%, 2013
Ki jan yo ta gen yon Alokasyon 50-50 ant de endis yo te Fared?
Ane pozitif: 30 nan 34
Retounen pi wo: 28.02%, 1995
Pi ba retounen: -15,88%, 2008 (lòt moun yo te 2002 (-5.92%), 2001 (-1.73), ak 1994 (-0.80%)
Mwayèn Anyèl Akeri: 11.17%
Sa a montre ke envestisè ta bay moute sou 20% nan retounen aksyon 'ak fann nan 50-50, men pòtfolyo a konbine tou ta gen te pi ba risk inconvénient.
Retounen Done, 1928-2013
Yon fwa echantiyon an se elaji, ogmantasyon nan pèfòmans ogmante. Bank Rezèv Federal la nan St Louis te mezire retounen yo nan aksyon, bòdwo Trezò, ak 10 ane lyezon Trezò depi 1928. Remake byen ke sa yo reprezante envèstisman diferan pase sa yo prezante pi wo a depi ni S & P 500 la oswa Barkley aggregate la dat tounen ki lwen . Twa takeaways kle yo se:
- Aksyon an mwayèn yon retou chak ane nan 11.50% nan peryòd de 1928-2013, pandan y ap T-bòdwo ak T-obligasyon mwayenn 3.57% ak 5.21%, respektivman.
- $ 100 envesti nan aksyon nan 1928 ta grandi nan $ 255,553.31 nan fen 2013, pandan y ap $ 100 nan T-bòdwo ak T-obligasyon ta grandi a $ 1,972.72 ak $ 6,925.7940, respektivman.
- T-bòdwo pwodwi retounen pozitif nan tout 85 kalandriye ane, pandan y ap T-bon te pran nan 69 nan 85 ane yo (81%) ak aksyon leve nan 61 (72%).