Dimensional Fund Advisors
Source: Dimensional Fund Advisors
Since 1926, the US stock market has rewarded investors with an annualized return of about 10%. But it’s important to remember that returns in any given year may be sky-high, extremely poor, or somewhere in between.
- Annual returns came within two percentage points of the market’s long-term average of 10% in just seven of the past 96 years.
- Yearly returns have ranged as high as up 54% and as low as down 43%.
- Since 1926, annual returns have been positive 71 times and negative 25 times.
In US dollars. S&P data © 2022 S&P Dow Jones Indices LLC, a division of S&P Global. All rights reserved. The S&P 500 is the Standard & Poor’s index calculated on a total return basis. Widely regarded as a benchmark gauge of the U.S. equities market, this index includes a representative sample of 500 leading companies in leading industries of the U.S. economy. The S&P 500 focuses on the large-cap segment of the market, with over 80% coverage of U.S. equities.
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