Understanding the Tradeoffs Canada 1900–2010 Nominal Annualized Returns Inflation Bills Equities...
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Understanding the Tradeoffs Canada 1900–2010 Nominal Annualized Returns Inflation Bill s Equities Preservation of Capital Preservation of Purchasing Power Risk-Free or Risky? Bills Equities Peak to Trough: 18 Years 4 Years Recovery: 34 Years 3 Years Equities Bills Worst-Performing Periods Nominal Total Returns (1929–1934) (1945) Worst-Performing Periods Real Total Returns Equities Bills (1934–1951) (1929–1932) Dimson Marsh Staunton (DMS) Global Returns Database. In Canadian dollars. Indices are not available for direct investment. Their performance does not reflect the expenses associated with the management of an actual portfolio. Past performance is not a guarantee of future results. Values change frequently and past performance may not be repeated. There is always the risk that an investor may lose money.
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Transcript of Understanding the Tradeoffs Canada 1900–2010 Nominal Annualized Returns Inflation Bills Equities...
Understanding the TradeoffsCanada1900–2010
Nominal Annualized Returns
Inflation Bills Equities
Preservation of CapitalPreservation of
Purchasing Power Risk-Free or Risky?
Bills Equities
Peak to Trough: 18 Years 4 Years
Recovery: 34 Years 3 Years
Equities
Bills
Worst-Performing PeriodsNominal Total Returns
(1929–1934)
(1945)
Worst-Performing PeriodsReal Total Returns
EquitiesBills
(1934–1951)
(1929–1932)
Dimson Marsh Staunton (DMS) Global Returns Database.In Canadian dollars. Indices are not available for direct investment. Their performance does not reflect the expenses associated with the management of an actual portfolio. Past performance is not a guarantee of future results. Values change frequently and past performance may not be repeated. There is always the risk that an investor may lose money.
Understanding the TradeoffsAustralia1900–2010
Nominal Annualized Returns
Inflation Bills Equities
Risk-Free or Risky?
Bills Equities
Peak to Trough: 41 Years 5 Years
Recovery: 21 Years 11 Years
Preservation of CapitalPreservation of
Purchasing Power
Worst-Performing PeriodsNominal Total Returns
Equities
Bills
(1950)
(1970–1974)
Worst-Performing PeriodsReal Total Returns
EquitiesBills
(1937–1977)(1970–1974)
Dimson Marsh Staunton (DMS) Global Returns Database. In Australian dollars. Indices are not available for direct investment. Their performance does not reflect the expenses associated with the management of an actual portfolio. Past performance is not a guarantee of future results. Values change frequently and past performance may not be repeated. There is always the risk that an investor may lose money.
Understanding the TradeoffsUS1900–2010
Nominal Annualized Returns
Inflation Bills Equities
Risk-Free or Risky?
Bills Equities
Peak to Trough: 19 Years 4 Years
Recovery: 48 Years 4 Years
Preservation of CapitalPreservation of
Purchasing Power
Worst-Performing PeriodsNominal Total Returns
EquitiesBills
-0.02%(1938)
(1929–1932)
Worst-Performing PeriodsReal Total Returns
EquitiesBills
(1933–1951)
(1929–1931)
Dimson Marsh Staunton (DMS) Global Returns Database. In US dollars. Indices are not available for direct investment. Their performance does not reflect the expenses associated with the management of an actual portfolio. Past performance is not a guarantee of future results. Values change frequently and past performance may not be repeated. There is always the risk that an investor may lose money.
Understanding the TradeoffsUK1900–2010
Nominal Annualized Returns
Inflation Bills Equities
Risk-Free or Risky?
Bills Equities
Peak to Trough: 7 Years 2 Years
Recovery: 7 Years 9 Years
Preservation of CapitalPreservation of
Purchasing Power
(1935)
Worst-Performing PeriodsNominal Total Returns
Equities
Bills
(1973–1974)
Worst-Performing PeriodsReal Total Returns
EquitiesBills
(1914–1920)
(1973–1974)
Dimson Marsh Staunton (DMS) Global Returns Database. In British pounds. Indices are not available for direct investment. Their performance does not reflect the expenses associated with the management of an actual portfolio. Past performance is not a guarantee of future results. Values change frequently and past performance may not be repeated. There is always the risk that an investor may lose money.
