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S&P 500* Index Total Real Returns
(20‐Year Holding Periods)
Average
Over
20
Annual
20 Years
Year
...
AllFinancialMatters.com

S&P 500* Index Total Real Returns
(20‐Year Holding Periods)
Average
Over
20
Annual
20 Years
Year
...
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S&P 500 Index Total Real Returns(2013 Edition)

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S&P 500 Index Total Real Returns(2013 Edition)

  1. 1. AllFinancialMatters.com S&P 500* Index Total Real Returns (20‐Year Holding Periods) Average Over 20 Annual 20 Years Year Compound $10,000 Period Return* Becomes… 7.13% $39,645 1926 ‐ 1945 1927 ‐ 1946 6.10% $32,652 1928 ‐ 1947 4.71% $25,104 1929 ‐ 1948 3.11% $18,442 1930 ‐ 1949 4.46% $23,922 1931 ‐ 1950 7.43% $41,954 1932 ‐ 1951 11.72% $91,832 1933 ‐ 1952 13.15% $118,398 1934 ‐ 1953 10.68% $76,125 1935 ‐ 1954 13.13% $117,880 1936 ‐ 1955 12.48% $105,020 1937 ‐ 1956 11.20% $83,564 1938 ‐ 1957 12.98% $114,755 1939 ‐ 1958 13.48% $125,467 1940 ‐ 1959 14.15% $141,051 1941 ‐ 1960 14.76% $157,076 1942 ‐ 1961 16.86% $225,443 1943 ‐ 1962 15.25% $170,984 1944 ‐ 1963 15.11% $166,773 1945 ‐ 1964 14.95% $162,219 1946 ‐ 1965 13.84% $133,697 1947 ‐ 1966 13.72% $130,803 1948 ‐ 1967 14.63% $153,409 1949 ‐ 1968 14.92% $161,494 1950 ‐ 1969 13.43% $124,394 1951 ‐ 1970 12.10% $98,232 1952 ‐ 1971 11.65% $90,541 1953 ‐ 1972 11.67% $91,008 1954 ‐ 1973 10.85% $78,443 1955 ‐ 1974 6.87% $37,793 1956 ‐ 1975 7.10% $39,413 1957 ‐ 1976 7.91% $45,804 1958 ‐ 1977 8.12% $47,652 1959 ‐ 1978 6.53% $35,420 1960 ‐ 1979 6.83% $37,470 1961 ‐ 1980 8.31% $49,386 1962 ‐ 1981 6.76% $37,009 1963 ‐ 1982 8.30% $49,231 1964 ‐ 1983 8.28% $49,114 Total Return Over Period Inflation‐Adjusted Returns Average Over Total Annual Net 20 Years Net Return Compound $10,000 Over Return** Becomes… Period 296.45% 226.52% 151.04% 84.42% 139.22% 319.54% 818.32% 1083.98% 661.25% 1078.80% 950.20% 735.64% 1047.55% 1154.67% 1310.51% 1470.76% 2154.43% 1609.84% 1567.73% 1522.19% 1236.97% 1208.03% 1434.09% 1514.94% 1143.94% 882.32% 805.41% 810.08% 684.43% 277.93% 294.13% 358.04% 376.52% 254.20% 274.70% 393.86% 270.09% 392.31% 391.14% AllFinancialMatters.com 7.28% 5.01% 3.10% 1.36% 2.77% 5.06% 8.14% 8.91% 6.51% 9.00% 8.47% 7.14% 8.93% 9.23% 9.77% 10.34% 12.98% 11.80% 11.73% 11.62% 10.54% 11.43% 12.68% 12.87% 10.94% 9.59% 9.24% 9.16% 7.79% 2.97% 2.93% 3.65% 3.64% 1.72% 1.47% 2.45% 0.52% 1.86% 1.76% $40,755 $26,580 $18,416 $13,093 $17,278 $26,817 $47,875 $55,086 $35,314 $56,016 $50,793 $39,690 $55,298 $58,478 $64,549 $71,586 $114,825 $93,111 $91,905 $90,069 $74,188 $87,081 $108,909 $112,671 $79,782 $62,422 $58,618 $57,660 $44,855 $17,966 $17,829 $20,465 $20,429 $14,071 $13,392 $16,237 $11,082 $14,466 $14,174 307.55% 165.80% 84.16% 30.93% 72.78% 168.17% 378.75% 450.86% 253.14% 460.16% 407.93% 296.90% 452.98% 484.78% 545.49% 615.86% 1048.25% 831.11% 819.05% 800.69% 641.88% 770.81% 989.09% 1026.71% 697.82% 524.22% 486.18% 476.60% 348.55% 79.66% 78.29% 104.65% 104.29% 40.71% 33.92% 62.37% 10.82% 44.66% 41.74%
  2. 2. AllFinancialMatters.com S&P 500* Index Total Real Returns (20‐Year Holding Periods) Average Over 20 Annual 20 Years Year Compound $10,000 Period Return* Becomes… 1965 ‐ 1984 7.79% $44,809 1966 ‐ 1985 8.66% $52,663 1967 ‐ 1986 10.17% $69,369 1968 ‐ 1987 9.27% $58,878 1969 ‐ 1988 9.55% $61,926 1970 ‐ 1989 11.55% $88,991 1971 ‐ 1990 11.15% $82,848 1972 ‐ 1991 11.89% $94,618 1973 ‐ 1992 11.33% $85,624 1974 ‐ 1993 12.76% $110,356 1975 ‐ 1994 14.58% $152,048 1976 ‐ 1995 14.59% $152,303 1977 ‐ 1996 14.55% $151,356 1978 ‐ 1997 16.65% $217,463 1979 ‐ 1998 17.75% $262,400 1980 ‐ 1999 17.87% $268,160 1981 ‐ 2000 15.68% $184,059 1982 ‐ 2001 15.24% $170,568 1983 ‐ 2002 12.71% $109,441 1984 ‐ 2003 12.99% $114,971 1985 ‐ 2004 13.23% $119,947 1986 ‐ 2005 11.93% $95,215 1987 ‐ 2006 11.80% $93,069 1988 ‐ 2007 11.81% $93,299 1989 ‐ 2008 8.41% $50,320 1990 ‐ 2009 8.20% $48,391 1991 ‐ 2010 9.14% $57,502 1992 ‐ 2011 7.81% $44,974 1993 ‐ 2012 8.21% $48,454 Total Return Over Period Inflation‐Adjusted Returns Average Over Total Annual Net 20 Years Net Return Compound $10,000 Over Return** Becomes… Period 348.09% 1.15% $12,580 25.80% 426.63% 1.91% $14,612 46.12% 593.69% 3.47% $19,802 98.02% 488.78% 2.54% $16,507 65.07% 519.26% 2.82% $17,447 74.47% 789.91% 4.88% $25,915 159.15% 728.48% 4.44% $23,864 138.64% 846.18% 5.17% $27,421 174.21% 756.24% 4.66% $24,859 148.59% 1003.56% 6.44% $34,829 248.29% 1420.48% 9.00% $56,018 460.18% 1423.03% 9.19% $58,040 480.40% 1413.56% 9.22% $58,391 483.91% 2074.63% 11.57% $89,341 793.41% 2524.00% 13.05% $116,309 1063.09% 2581.60% 13.72% $130,946 1209.46% 1740.59% 11.94% $95,465 854.65% 1605.68% 11.97% $95,931 859.31% 994.41% 9.52% $61,636 516.36% 1049.71% 9.88% $65,847 558.47% 1099.47% 10.16% $69,251 592.51% 852.15% 8.87% $54,742 447.42% 830.69% 8.68% $52,838 428.38% 832.99% 8.71% $53,148 431.48% 403.20% 5.60% $29,749 197.49% 383.91% 5.47% $29,024 190.24% 475.02% 6.66% $36,332 263.32% 349.74% 5.33% $28,244 182.44% 384.54% 5.79% $30,813 208.13% Source: Although I performed these calculations myself, the underlying source for the annual returns is Morningstar's Stocks, Bonds, Bills, and Inflation 2007 Yearbook.   *Prior to 1957, the S&P 500 Index was known as the S&P 90. **Average Annual Compound Return during the period AllFinancialMatters.com

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