2015 Was Not a Great Year for Stocks

By far the worst performing asset class for 2015 followed by AFM was the MSCI Emerging Markets Index, which was down nearly 15%. Based on the numbers I found this morning, it’s a very volatile index:

MSCI Emerging Markets Index TR

Yet, even with all that volatility, it still performed a lot better than the S&P 500 over the same period. NOTE: The iShares MSCI Emerging Markets ETF (EEM) began trading on 4/14/2003. Since that day, it has had a 10.51% average annual rate of return vs. 8.95% for the iShares S&P 500 Index ETF (IVV).

Here is the up-to-date report through 2015 (click on the graphic to download the PDF).

Total Returns for Various Indexes - Dec 2015

S&P 500 20-Year Rolling Returns

Here are the 20-Year Rolling Total Returns for the S&P 500. Once again, these returns are not adjusted for the CPI, but DO include dividends.

Please notice that not one 20-year period experienced a negative return. Long time horizon is important.

I’m going to post 30-year rolling returns and then do an analysis of 1-year, 5-year, 10-year, 20-year, and 30-year rolling returns. Stay tuned.

Click here if for some reason you can’t see the spreadsheet.

S&P 500 Annual Total Returns 1926 – 2015

I haven’t posted this information in awhile. I’m trying something new with this post by actually embedding an Excel Spreadsheet into this blog post. We’ll see how it works. I’m a tad excited about the possibilities of this.

The cool thing about it for AFM readers (you) is that you can copy and paste this information or you might even be able to save the spreadsheet for future use.

NOTE: One thing I noticed is there appears to be a lag in the loading of the spreadsheet, which is a tad annoying.

NOTE 2: I also noticed that the spreadsheet shows up in Safari on my iPad, but not my iPhone.

Click here if for for some reason you can’t see the spreadsheet.