ʻO ka papa helu i kēia manawa e pili ana i nā Waihona o ka US , nā hihia pili aupuni, nāʻaelike pūnaewele , nā kiʻina pūnaewele i kākoʻoʻia, nā hōʻai'ē ukana a nā mea kūʻai , a me nā ukana ukana kālepa . " ka kūʻai'āina kūʻai US.
Eʻike hou e pili ana i ka hoʻopaʻaʻana o nā koʻokoʻo a me nā pale i kahi wā lōʻihi.
Hōʻike ka papa ma lalo nei i ka hoʻihoʻiʻiaʻana o nā helu hōʻailonaʻelua i kēlā me kēia makahiki ma nā 34 mau makahiki kahiki ma waena o 1980-2013, a ma muli o kekahi mau'ikepilihelu i kēlā me kēia.
| Makahiki | ʻO Barclays Agg. | S & P 500 | Ka hoʻololi |
| 1980 | 2.71% | 32.50% | -29.79% |
| 1981 | 6.26% | -4.92% | + 11.18% |
| 1982 | 32.65% | 21.55% | + 11.10% |
| 1983 | 8.19% | 22.56% | -14.37% |
| 1984 | 15.15% | 6.27% | + 8.88% |
| 1985 | 22.13% | 31.73% | -960% |
| 1986 | 15.30% | 18.67% | -3.37% |
| 1987 | 2.75% | 5.25% | -50% |
| 1988 | 7.89% | 16.61% | -8.72% |
| 1989 | 14.53% | 31.69% | -17.16% |
| 1990 | 8.96% | -3.11% | + 12.07% |
| 1991 | 16.00% | 30.47% | -14.47% |
| 1992 | 7.40% | 7.62% | -0.22% |
| 1993 | 9.75% | 10.08% | -0.33% |
| 1994 | -2.92% | 1.32% | -4.34% |
| 1995 | 18.46% | 37.58% | -19.12% |
| 1996 | 3.64% | 22.96% | -19.32% |
| 1997 | 9.64% | 33.36% | -23.72% |
| 1998 | 8.70% | 28.58% | -19.88% |
| 1999 | -0.82% | 21.04% | -21.86% |
| 2000 | 11.63% | -9.11% | + 20.74% |
| 2001 | 8.43% | -11.89% | + 20.32% |
| 2002 | 10.26% | -22.10% | + 32.36% |
| 2003 | 4.10% | 28.68% | -24.58% |
| 2004 | 4.34% | 10.88% | -6.54% |
| 2005 | 2.43% | 4.91% | -2.48% |
| 2006 | 4.33% | 15.79% | -11.46% |
| 2007 | 6.97% | 5.49% | + 1.48% |
| 2008 | 5.24% | -37.00% | + 42.24% |
| 2009 | 5.93% | 26.46% | -20.53% |
| 2010 | 6.54% | 15.06% | -8.52% |
| 2011 | 7.84% | 2.11% | + 5.73% |
| 2012 | 4.22% | 16.00% | -11.78% |
| 2013 | -2.02% | 32.39% | -34.31% |
ʻO Barclays Hui Heluhelu
Nā Makahiki Makahiki: 31 o 34
Ka Return Kiekie loa: 32.65%, 1982
Ka hoʻihoʻi hope loa: -2.92%, 1994
Ka Helu Makahiki Kuleana (1980-2013): 8.42%
( E nānā i kēia:ʻo ka'ōwīwī ka waiwai wale nō,ʻaʻole kaʻawelike o ka hōʻailona o nā makahiki ).
Kālepa S & P 500
Nā Makahiki Makahiki: 28 o 34
Ka Return Kiekie loa: 37.58%, 1995
Ka hoʻihoʻi hope loa: -37.00%, 2008
Ka loaʻa o nā makahiki āpau: 13.92%
NāʻIke Heluhelu Kūlike:
Hoʻoponoponoʻia nā makahiki makahiki: 10 o 34
Nā Bonds 'Ka Nui Mahele o Outperformance: 42.24%, 2008
Nā Bonds 'Ka Nui Mahele Loa o Underperformance: -34.31%, 2013
Pehea e loaʻa ai he 50-50'Aheleʻana ma waena o nā Papawaiʻelua?
Nā Makahiki Makahiki: 30 o 34
Ka Return Hōʻaikaʻi: 28.02%, 1995
Hoʻihoʻi haʻahaʻa: -15.88%, 2008 (ʻO nā mea'ē aʻe he 2002 (-5.92%), 2001 (-1.73), a me 1994 (-0.80%)
Ka loaʻa o nā makahiki āpau: 11.17%
Hōʻike kēia i ka hāʻawiʻana o nā mea kālā i ka 20% o ka hoʻihoʻi kālā me ka 50-50 puʻupuʻu, akā,ʻo ka pōpili i hui pūʻia kekahi mea i emi loa ka pilikia.
Hōʻike i nāʻikepili, 1928-2013
Ke hoʻonuiʻia keʻano o ka hoʻonuiʻana, hoʻonui ka hapa hana. Ua hoʻonuiʻo Federal Bank Bank of St. Louis i nā kumukūʻai o nā lāʻau, nā bila o ka Waihona Waihona, a me nā kālepa o ka Waihona 10 mau makahiki mai ka makahiki 1928. E hoʻomanaʻo i kēia mau waiwai ma mua o ka mea i hōʻikeʻia ma luna mai ka wā iʻole e hoʻihoʻiʻia ka S & P 500 a hōʻailona pahaʻo Barclays . ʻEkolu mau kīʻahi keyaways:
- Hoʻonuiʻia nā hōʻai'ē i 1150% ma ka makahiki mai ka makahiki 1928-2013, akā, he 3.57% ka uku a me nā kākoʻo T i 5.21%.
- $ 100 i hoʻomoʻaʻia i nā kumukūʻai i ka makahiki 1928, ua piʻiʻo ia i $ 255,553.31 ma ka hopena o ka makahiki 2013, aʻo ka $ 100 o nā T me nā T me ke kālā i piʻi i kahi $ 1,972.72 a me $ 6,925.7940.
- Ua loaʻa nā hua'ōlelo T i ka hopena maikaʻi i nā 85 mau makahiki kahiki, aʻo nā koina T i loaʻa i 69 o nā makahiki 85 (81%) a me nā kumukūʻai ua piʻi i 61 (72%).