ʻO kaʻoi aku ka maikaʻi a me kaʻoi aku o ka hōʻailona hōʻailona Returns 1973 - 2016

by Dana Anspach

Nā hōʻike ma kēia papahana e hōʻike iāʻoe i kaʻoihana kūʻaiʻokoʻa i ka hoʻohālikelikeʻia me kekahi mau palekana palekana e like me nā nūpepa a me nā puʻu waiwai ukana. Hōʻikeʻia ka hoʻiʻana ma keʻano o ka hōʻailona helu hōʻiliʻili .

01 S & P 500 Index Hōʻikeʻiaʻo Rolling Stock Market

Hōʻikeʻo Rolling Returns i kahi ala nui e nānā i nā hana kūʻaiʻoihana Ke hōʻike nei kēia paʻipaʻi hōʻali mai nā makahiki 1973 - i ka makahiki 2009 no ka S & P 500 Index ma luna o 1, 3, 5, 10, 15 a me 20 makahiki. Dana Anspach

ʻAʻoleʻo Rolling e hele i ka makahiki makahiki. akā, nānā lākou i kēlā me kēia makahiki,ʻekolu makahiki,ʻelima makahiki, a me nā mea'ē aʻe. hoʻomaka ka hoʻomaka hou i kēlā me kēia mahina ma luna o ka manawa i kohoʻia. Hāʻawi akuʻo Rolling iāʻoe i ke kiʻi nui o keʻano o ka mālama'āina ma nā wā maikaʻi a me nā manawaʻino. ʻAʻole i loaʻa iāʻoe kēia manaʻo piha piha ināʻikeʻoe i kaʻohina wale nō. Hiki i kaʻilima keʻoluʻolu i nā ups a me nā lalo.

Ma ka wā pōkole, hiki i kahi pūnaewele S & P 500 Index ke hāʻawi i nā kiʻekiʻe kiʻekiʻe loa, aiʻole nā hōʻike liʻiliʻi loa, e pili ana i ka manawa i hoʻokaʻawaleʻia. Ke nānā aku nei ka pakuhi i luna nei i nā kumukūʻai o ka helu S & P 500 ma ka lā 1 o Ianuali 1973 - Kekemapa 2016.

ʻO ka manawaʻoi akuʻoi loa o nā makahiki e hōʻike ana i ka hoʻihoʻi he -43%. Ua hana kēia i nā mahina heʻumikumamālua e pau ana i ka mahinaʻo Pepeluali 2009.ʻO ka heluʻoi aku o ka makahiki hoʻokahi i hoʻihoʻi mai he 61% ka hoʻihoʻi, i hala ma nā mahina heʻumikumamālua i pau i ka mahinaʻo Iune 1983.

Ināʻoe he mea hoʻolimalima lōʻihi,ʻo nā makahiki he iwakālua i hala aku nei, ua hoʻihoʻi mai i ka 6.4% o ka makahiki. Ua hanaʻia kēia i nā makahiki he iwakālua i pau i ka Mei o ka makahiki 1979.ʻO nā makahiki he iwakālua i hala aku nei, ua hoʻihoʻiʻia he 18% o ka makahiki, ma kahi o ka makahiki, i hala i nā makahiki he iwakālua i pau i ka malamaʻo Malaki 2000.

02 Hoʻokahi Makahiki Hoʻoili Wākahi

Ka Hōʻaiaʻana o ka Makahiki 1 a me ka Bond Ke hoʻoili neiʻo Rolling Return Ua hōʻikeʻia kēia palapala pākuhi i hoʻokahi makahiki mai ka makahiki 1973 - i ka makahiki 2009 no nā'eneka waiwai a me nā pilina. Dana Anspach

Ma ka wā pōkole, hiki i nāʻili waiwai ke hoʻolaha i nā kūlana kiʻekiʻe loa, aiʻole nāʻike liʻiliʻi nui, e pili ana i ka manawa i hoʻokomoʻia.

Ke nānā nei ka papahana ma luna nei i ka haʻaleleʻana i ka makahiki S & P 500 a me nā hōʻailonaʻelima'ē aʻe mai Ianuali 1973 - Kekemapa 2016, aʻo Russell 2000 Index e hoʻi mai Ianuali 1979 - Kekemaba 2016 (ʻO Russell 2000 Index ke ala nei i ka hanaʻana o nā'āpana kalapala liʻiliʻi , aʻaʻoleʻikeʻia kaʻikepili i mua o Ianuali 1979.)

ʻO ka Russell 2000 Index, ma ka'ākau'ākau, ua hoʻihoʻi mai i ka makahikiʻoi loa o ka makahiki -42% ma luna o nā mahina heʻumikumamālua e pau ana i ka mahinaʻo Pepeluali 2009.ʻO ka hoihoiʻoi aku o hoʻokahi makahiki i ka 97% i hala ma nā mahina heʻumikumamālua e pau ana i Iune 1983.

E hoʻohālikelike i kēlā me nā lāʻoi aku 12-mau mahina no nāʻawelike waena kahi i piʻi ai lākou i 27.9%, aʻo ka meaʻino loa kahi i lalo ai 1.7%. He lālāʻoi loa aku ka liiki o nā hopena ma mua o nā mea āu iʻike ai me nā lāʻau.

03 Nā Pākuhi manawaʻekolu

ʻO ka makahiki 3 a me ka Bond Index Ke hoʻoihoʻiaʻanaʻo Rolling Ua hōʻikeʻia kēia palapala pākuhi i nā makahikiʻekolu mai ka makahiki 1973 - i ka waena o 2009 no nā'eneka waiwai a me nā pilina. Dana Anspach

I ka nānā 'ana i kekahi mau makahiki, hiki i nāʻili kīnā ke hāʻawi i nā kiʻekiʻe kiʻekiʻe, aiʻole nā liʻiliʻi liʻiliʻi, e like me ka manawa i hoʻolālāʻia. ʻEkolu mau makahiki makahiki kahi āu i hāʻawiʻole ai i ke kālā ma ka māhele kūʻai.

ʻO ka palapala ma luna nei e nānā ana i nā loliʻekolu makahiki o ka S & P 500 Index a meʻekolu mau'elike palapala likeʻole mai Ianuali 1973 - Kekemapa 2016, aʻo Russell 2000 Index e hoʻi mai Ianuali 1979 - Kekemapa 2016.

Ua hoʻolimalimaʻia nā lālā lōʻihi o ka lōʻihi, i kaʻalani, i ka hoʻiʻana o ka makahikiʻekolu i -6% ma ka makahiki ma luna o nā makahikiʻekolu e pau ana i ka mahinaʻo Kepakemapa 1981.ʻO kā lākou ukuʻoi makahikiʻekolu i 25% i hala i nā makahikiʻekolu e pau nei iʻAukake 1986 .

04 Nā Kiʻi LāʻElima

Ka Hua'ōlelo 5 a me ka Bond Hōʻikeʻana i ka Hōiho Loiloi Ua hōʻikeʻia kēia pae palapala kiʻi i nā makahiki heʻelima maika makahiki mai 1973 - i ka waena o 2009 no nā'eneka waiwai a me nā pilina. Dana Anspach

ʻO ka palapala ma luna nei e nānā ana i nā loiloiʻelima makahiki o ka S & P 500 Index a meʻekolu mau'elike likeʻole mai Ianuali 1973 - Kekemapa 2016, aʻo Russell 2000 Index e hoʻi mai Ianuali 1979 - Kekemaba 2016.

ʻO ka S & P 500 Index, i hōʻikeʻia i kaʻulaʻula'ōmaʻomaʻo, ua hoʻihoʻi mai i ka 5-makahikiʻoi loa o ka makahiki -6.6% ma ka makahiki ma luna o nā makahiki heʻelima e pau ana i Pepeluali 2009.ʻO ka hoʻiʻana o nā makahiki he 5 aʻoi aku ma waena o nā makahikiʻelima e pau ana i Iulai 1987 .

05 Nā Lā Kemi Imi

Hua'ōlelo 10 a me ka Bond Hōʻikeʻana i ka Hōiho Loiloi Hōʻikeʻia kēia palapala pākuhi i ka makahiki heʻumi mai ka makahiki 1973 - i ka waena o 2009 no nā'eneka waiwai a me nā pilina. Dana Anspach

Ma ka wā lōʻihi, hiki i ka mea liʻiliʻi ke loaʻa iāʻoe nā hopena maikaʻiʻole,ʻoiai ma nā hana kūikawā like me nā lāʻau.

ʻO ka pakuhi i luna nei e nānā i ka hoʻoiliʻana i nā makahiki heʻumi makahiki o ka S & P 500 Index a meʻekolu mau'elike likeʻole mai Ianuali 1973 - Kekemapa 2016, aʻo Russell 2000 Index e hoʻi mai Ianuali 1979 - Kekemaba 2016.

ʻO ka S & P 500 Index, i hōʻikeʻia i kaʻulaʻula'ōmaʻomaʻo, hoʻopuka i ka hoʻihoʻiʻana heʻumi makahiki i ka -3% o ka makahiki ma mua o nā makahiki heʻumi i pau i ka lāʻo Pepeluali 2009.ʻO ka hoihoiʻoi aku o kaʻumi makahiki,ʻo 20% o ka makahiki, e pau ana iāʻAukake 2000.

06 Hoʻokahi mau makahiki heʻumikumamālima mau makahiki

15 Makahiki Makahiki a me ka Bond Rolling Index Hōʻike Ke hōʻike nei kēia palapala pauna i nā makahiki heʻumikumamālima e huli ana mai ka makahiki 1973 - i ka makahiki 2009 no nā heluʻili a me nā pilikino. Dana Anspach

No ka lōʻihi o ka manawa e mālamaʻia ana eʻoe, hiki i ka mea liʻiliʻi keʻike i ka hopena maikaʻiʻole i ka wā e hoʻokomoʻia ai i loko o kahi waihona kikowaena waihona.

ʻO ka pakuhi i luna nei e nānā ana i ka hoʻoiliʻana i nā kumukūʻai S & P 500 a heʻumikumamālima makahiki a meʻekolu mau'elike likeʻole mai Ianuali 1973 - Kekemapa 2016, aʻo Russell 2000 Index e hoʻi mai Ianuali 1979 - Kekemaba 2016.

ʻO ka S & P 500 Index, i hōʻikeʻia i kaʻulaʻula'ōmaʻomaʻo, ua hoʻihoʻiʻia ka ukuʻoi aku ma mua o kaʻumikumamālima makahiki i 3.7% ma ka makahiki ma luna o nā makahiki heʻumikumamālima e pau ana iaʻAukake 2015.ʻO kaʻoi akuʻoi aku o nā makahiki heʻumikūmālima he 20 o ka makahiki i hala nā makahiki heʻumikumamālima e pau ana i Iulai 1997.

07 Nā Māmā LāʻElua

Ke hoʻihoʻiʻia he 20 makahiki hōʻailona hōʻailonaʻO kēia pae palapala kālaiʻike e hōʻike ana i nā makahiki he iwakālua mai ka makahiki 1973 - i ka waena o 2009 no kahi mau hua'ōlelo paʻa a me nā pilikino. Dana Anspach

I ka nānāʻana i nā loli makahiki he iwakālua, ua hāʻawi nā meaʻai i nā hōʻike maikaʻi, i loko nō o nā manawaʻino he iwakāluakūmā.

ʻO ka pakuhi ma luna nei e nānā ana i nā makahiki he iwakālua mai ka lā Ianuali 1979 - Kekemapa 2016.

ʻO ka S & P 500 Index, i hōʻikeʻia i kaʻulaʻulaʻula, ua hoʻihoʻi mai i kāna makahiki he iwakāluakūmālua i ka 6.4% o ka makahiki ma mua o nā makahiki he iwakālua i pau i Mei 1979.ʻO ka hoihoiʻoihana he iwakāluakūmālua i 18% o ka makahiki i hala aʻe i nā makahiki he iwakālua i pau i ka malamaʻo Malaki. 2000.

Hoʻokahi mea e makaʻala ai i ka wā e heluhelu ai i kēiaʻikepili; Hiki i nā palapala pilikino e nānā i ka maikaʻi maoli! ʻO ka hapa nui o ia mea no ka hoʻolālāʻana o ka hoʻolālā i ka hoʻolālā hoihoi. Inā piʻi pinepine ka ukupanei i loko o nā makahiki heʻumi e hiki mai ana,ʻo ka hoʻihoʻiʻana o nā kumumanaʻo pūnaeweleʻaʻole e nānā nui.