Comments on: MORE S&P 500 Index Stats http://allfinancialmatters.com/2007/04/06/more-sp-500-index-stats/ A personal finance blog dedicated to discussing such topics as budgeting, asset allocation, 401K, IRA, cash flow, insurance, financial planning, portfolio management, and other areas in personal finance. Fri, 20 Nov 2009 19:56:44 -0800 http://wordpress.org/?v=abc hourly 1 By: peter http://allfinancialmatters.com/2007/04/06/more-sp-500-index-stats/comment-page-1/#comment-438960 peter Tue, 08 Sep 2009 00:57:52 +0000 http://allfinancialmatters.com/?p=1696#comment-438960 thanks for putting together all the statistics on the S+P 500. Clearly the inflation adjustment matters, and clearly the average annual return brings the nominal yield down even lower. Going forward the returns might be even lower because of a decrease in yields (comment by Lorax). What happens if you do the math and include 1)the costs of being in a mutual fund and 2)the taxes that you will have to pay when you actually try to get the money out of your 401 or IRA? this will bring the average annual return much lower, won't it? thanks thanks for putting together all the statistics on the S+P 500. Clearly the inflation adjustment matters, and clearly the average annual return brings the nominal yield down even lower. Going forward the returns might be even lower because of a decrease in yields (comment by Lorax). What happens if you do the math and include 1)the costs of being in a mutual fund and 2)the taxes that you will have to pay when you actually try to get the money out of your 401 or IRA? this will bring the average annual return much lower, won’t it? thanks

]]> By: Better than a Savings Bond: Give Stock For Christmas! » Money Forge » Blog Archive http://allfinancialmatters.com/2007/04/06/more-sp-500-index-stats/comment-page-1/#comment-185147 Better than a Savings Bond: Give Stock For Christmas! » Money Forge » Blog Archive Thu, 06 Dec 2007 21:30:28 +0000 http://allfinancialmatters.com/?p=1696#comment-185147 [...] Greater growth potential. Since 1926, the average total return for the S&P 500 in a 20 year period (the time it takes a bond to mature) is almost 406%, compared to 100% for a savings bond. (Source) [...] [...] Greater growth potential. Since 1926, the average total return for the S&P 500 in a 20 year period (the time it takes a bond to mature) is almost 406%, compared to 100% for a savings bond. (Source) [...]

]]> By: The best blog posts » Blog Archive » S&P 500 Index Stats: How would your money have done in an index fund http://allfinancialmatters.com/2007/04/06/more-sp-500-index-stats/comment-page-1/#comment-138139 The best blog posts » Blog Archive » S&P 500 Index Stats: How would your money have done in an index fund Sat, 08 Sep 2007 19:16:30 +0000 http://allfinancialmatters.com/?p=1696#comment-138139 [...] read more | digg story [...] [...] read more | digg story [...]

]]> By: adistantsoil.com » Blog Archive » Investing Matters http://allfinancialmatters.com/2007/04/06/more-sp-500-index-stats/comment-page-1/#comment-95981 adistantsoil.com » Blog Archive » Investing Matters Mon, 09 Apr 2007 15:03:18 +0000 http://allfinancialmatters.com/?p=1696#comment-95981 [...] Some people are afraid of the stock market. We hear sad stories of people who have lost everything in bad deals. Investing in individual stocks is risky. Putting all your money in one place is just plain silly. That’s why mutual funds are a pretty safe investment, and the history of the stock market , even over the course of the depression, shows that the market pays. Here’s  a chart from All Financial Matters. Check out their site for more earnings and investment charts that illustrate how various areas of the stock market have risen and fallen over the years. [...] [...] Some people are afraid of the stock market. We hear sad stories of people who have lost everything in bad deals. Investing in individual stocks is risky. Putting all your money in one place is just plain silly. That’s why mutual funds are a pretty safe investment, and the history of the stock market , even over the course of the depression, shows that the market pays. Here’s  a chart from All Financial Matters. Check out their site for more earnings and investment charts that illustrate how various areas of the stock market have risen and fallen over the years. [...]

]]> By: Personal Finance and Investing Blog » Blog Archive » Weekly Blog Roundup, Easter Edition http://allfinancialmatters.com/2007/04/06/more-sp-500-index-stats/comment-page-1/#comment-95510 Personal Finance and Investing Blog » Blog Archive » Weekly Blog Roundup, Easter Edition Sun, 08 Apr 2007 19:25:22 +0000 http://allfinancialmatters.com/?p=1696#comment-95510 [...] AllFinancialMatters shares some more statistics from S&P 500 returns. The best five year period for the S&P so far has been 1995 to 1999 with a 219.61% total return! [...] [...] AllFinancialMatters shares some more statistics from S&P 500 returns. The best five year period for the S&P so far has been 1995 to 1999 with a 219.61% total return! [...]

]]> By: » Weekly Blog Roundup, Easter Edition on Consumerism Commentary: A Personal Finance Blog http://allfinancialmatters.com/2007/04/06/more-sp-500-index-stats/comment-page-1/#comment-95506 » Weekly Blog Roundup, Easter Edition on Consumerism Commentary: A Personal Finance Blog Sun, 08 Apr 2007 18:01:19 +0000 http://allfinancialmatters.com/?p=1696#comment-95506 [...] AllFinancialMatters shares some more statistics from S&P 500 returns. The best five year period for the S&P so far has been 1995 to 1999 with a 219.61% total return! [...] [...] AllFinancialMatters shares some more statistics from S&P 500 returns. The best five year period for the S&P so far has been 1995 to 1999 with a 219.61% total return! [...]

]]> By: JLP http://allfinancialmatters.com/2007/04/06/more-sp-500-index-stats/comment-page-1/#comment-95494 JLP Sun, 08 Apr 2007 15:21:56 +0000 http://allfinancialmatters.com/?p=1696#comment-95494 Steve K, The difference between the two numbers is that 9.22% is the average inflation-adjusted return, while 7.18% is the average ANNUAL inflation-adjusted return. In other words, 7.18% is the geometric average. Make sense? If not, let me know and I'll write a post about the difference. Steve K,

The difference between the two numbers is that 9.22% is the average inflation-adjusted return, while 7.18% is the average ANNUAL inflation-adjusted return. In other words, 7.18% is the geometric average.

Make sense? If not, let me know and I’ll write a post about the difference.

]]> By: SteveK http://allfinancialmatters.com/2007/04/06/more-sp-500-index-stats/comment-page-1/#comment-95492 SteveK Sun, 08 Apr 2007 14:56:19 +0000 http://allfinancialmatters.com/?p=1696#comment-95492 Good stuff! Why wouldn't the Average Real Return Since 1926 (=9.22%) be the same as the Average Annual Real Return since 1926 (=7.18%)? Can you explain why they are different? Good stuff!

Why wouldn’t the Average Real Return Since 1926 (=9.22%) be the same as the Average Annual Real Return since 1926 (=7.18%)? Can you explain why they are different?

]]> By: links for 2007-04-08 ∞ Get Rich Slowly http://allfinancialmatters.com/2007/04/06/more-sp-500-index-stats/comment-page-1/#comment-95466 links for 2007-04-08 ∞ Get Rich Slowly Sun, 08 Apr 2007 08:17:49 +0000 http://allfinancialmatters.com/?p=1696#comment-95466 [...] AllFinancialMatters » Blog Archive » MORE S&P 500 Index Stats JLP provides some tables that demonstrate the long-term value of stocks. They also show that stocks don’t *always* provide stellar returns. (tags: investing investments) [...] [...] AllFinancialMatters » Blog Archive » MORE S&P 500 Index Stats JLP provides some tables that demonstrate the long-term value of stocks. They also show that stocks don’t *always* provide stellar returns. (tags: investing investments) [...]

]]> By: AllFinancialMatters » Blog Archive » S&P 500 Fun Facts http://allfinancialmatters.com/2007/04/06/more-sp-500-index-stats/comment-page-1/#comment-95440 AllFinancialMatters » Blog Archive » S&P 500 Fun Facts Sat, 07 Apr 2007 22:26:43 +0000 http://allfinancialmatters.com/?p=1696#comment-95440 [...] FOLLOW-UP: More S&P 500 Stats Bookmark to:   [link] [...] [...] FOLLOW-UP: More S&P 500 Stats Bookmark to:   [link] [...]

]]>