Best And Worst Rolling Index Returns 1973 - 2016

by Dana Anspach

Mifananidzo iri munyaya ino inoratidza iwe unotengeswa kwemahombekiti emabhizimisi kuenzaniswa nezvimwe zvikwereti zvakachengeteka zvakadai sezvisungo kana chekuchengetedza mari. Kudzoka kunoratidzwa nenzira yekubvumira index kudzoka .

01 S & P 500 Index Rolling Stock Market Anodzoka

Kudzokorora Kudzorera Kunopa Nzira Yakakura Kuona Kuita Kwemusika Iyi bharati inoratidza kuratidzwa kwekudzoka kubva muna 1973 - pakati pe2009 kweS & P 500 Index pamusoro pe 1, 3, 5, 10, 15, uye 20. Dana Anspach

Kudzoka kudzoka hakuendi negore rekarenda; panzvimbo pacho, vanotarisa kune rimwe nerimwe gore, makore matatu, makore mashanu, etc. nguva nguva inotanga itsva mwedzi wega wega pamusoro pezvakaitika panguva yakasarudzwa. Kudzoka kwekudzoka kunokupa mufananidzo wakajeka wekuti misika yepamusoro inoshanda sei pane zvose zvakanaka nezvakaipa. Iwe haunzwisisi maonero aya akakwana paunotarisa chete pamusana pekudzoka. Ivhareji inotarisa kunze kwepamusoro uye pasi.

Penguva pfupi pfupi, S & P 500 Index fund inogona kutumira zvakanyanya kudzoka kwakanyanya, kana kuti zvishoma zvakadzoka kudzoka, zvichienderana nenguva yawakasimwa. Icho chati chiri kumusoro chinotarisa 1, 3, 5, 10, 15 uye 20-makore ekudzokorora nhamba yemhinduro yeS & P 500 Index pane nguva yaJanuary 1973 - December 2016.

Gore rakaipisisa rokutenga nguva yakaratidza kudzoka kwe -43%. Izvi zvakaitika pamusoro pemwedzi gumi nemaviri ekupera muna February 2009. Zvose zvakanakisisa zvegore rekudzorera zvakadzoka zvakasununguka 61%, zvakaitika pamusoro pemwedzi gumi nembiri dzapera muna June 1983.

Kana iwe waiva murimi wekugara kwenguva refu, makore makumi maviri akaipisisa akaunza kudzoka kwe6.4% pagore. Izvi zvakaitika pamusoro pemakore makumi maviri apera munaMay 1979. Makore makumi maviri akaenzana akaendesa chiyero chekudzoka kwe18% pagore, chakaitika pamusoro pemakore makumi maviri ekupera muna March 2000.

02 Chimwe Chegore Chenguva Yakaisa Nguva Mafaira

1 Year Stock uye Bond Index Kuronga Kudzorera Iyi bar chati inoratidza gore rimwe rokutengesa kudzoka kubva muna 1973 - pakati pa2009 nokuda kwezvikwata zvakasiyana-siyana uye nhengo dzezvisungo. Dana Anspach

Penguva pfupi pfupi, nhamba yezvikwata inogona kupa zvakanyanya kudzoka kwakakwirira, kana kudzoka kunoshamisa zvishoma, zvichienderana nenguva yawakaiswa.

Chati iri pamusoro apa inotarisa kushandiswa kwegore rimwe chete yeS & P 500 Index uye nhatu dzakasiyana dzakasungwa kubva munaJanuary 1973 -Disemba 2016, uye Russell 2000 Index inodzoka kubva munaJanuary 1979 - December 2016 (Russell Russell Index inotarisa kushanda kwezviduku zviduku , uye data haisipo pamberi paJanuary 1979.)

IRussell 2000 Index, nechokurudyi, yakapa kudzoka kwayo kwegore rimwe chete -42% pamusoro pemwedzi gumi nembiri inoguma munaFebruary 2009. Zvakanakisisa zvegore rimwe chete kudzoka kwe 97% zvakaitika pamwedzi gumi namaviri ekupera muna June 1983.

Enzanisa izvozvo kune zvakanakisisa-mwedzi gumi nemasere ekubatana kwepakati nepakati pavakange vari 27.9%, uye yakaipisisa pavakange vari pasi 1.7%. Iyi ndiyo mhando yakawanda yemigumisiro pane yaunoona nematokisi.

03 Mitambo Yemazuva matatu

3 Year Stock uye Bond Index Kuronga Kudzorera Iyi bar chati inoratidza gore rechitatu rokudzoka kubva muna 1973 - pakati pemakore 2009 nekuda kwezvikwata zvakasiyana-siyana uye nhengo dzezvisungo. Dana Anspach

Kana uchitarirwa kwemakore mashomanana, mitsara yemigodhi inogonawo kudzorera yakakwirira, kana kudzoka kwakaderera, zvichienderana nenguva yawakaiswa. Kune makore matatu emakore nguva iyo iwe ungadai usina kuita mari mumusika wekutengesa.

Chati iri pamusoro apa inotarisa kusvitsa makore matatu ekudzoka kweS & P 500 Index uye nhatu dzakasiyana dzisungo kubva munaJanuary 1973 - December 2016, uye Russell 2000 Index inodzoka kubva munaJanuary 1979 - December 2016.

Nguva refu yehurumende hurumende, inoratidzwa mumarangi, yakabudisa kudzoka kwavo kwemakore matatu kudarika -6% pagore pamusoro pemakore matatu apera munaSeptember 1981. Kubva kwavo kwemakore matatu ekudzoka kwe25% kwakaitika pamakore matatu apera munaAugust 1986 .

04 Makore mashanu Egore Nguva

Bhuku reMakore mashanu uye Bond Index Rinotora Zvokudzoka Iyi bar chati inoratidza makore mashanu ekudzoka kubva muna 1973 - pakati pegore 2009 nekuda kwezvikwata zvakasiyana-siyana uye nhengo dzezvisungo. Dana Anspach

Icho chati chiri kumusoro chinotarisa kusvitsa makore mashanu ekudzoka kweS & P 500 Index uye nhatu dzakasiyana dzisungo kubva munaJanuary 1973 - December 2016, uye Russell 2000 Index inodzoka kubva munaJanuary 1979 - December 2016.

S & P 500 Index, inoratidzirwa muzvitsvuku, yakabudisa kudzoka kwayo kwemakore mashanu -6.6% pagore pamusoro pemakore mashanu apera muna February 2009. Zvakanakisisa zvemakore mashanu kudzoka kwe30% zvakaitika pamakore mashanu apera munaJuly 1987 .

05 Gumi-Year Time Frames

10 Year Stock uye Bond Index Kuringirira Kudzokorora Iyi bar chart inoratidza gore gumi richidzoka kubva muna 1973 - pakati pa2009 yezvikwata zvakasiyana-siyana uye nhengo dzezvisungo. Dana Anspach

Penguva yakareba nguva, iwe hauna mikana yekuwana hutadzo husina kunaka, kunyange muzvikwereti zvakashata zvakadai sematokari.

Chati iri pamusoro apa inotarisa kusvitsa makore gumi ekudzoka kweS & P 500 Index uye nhatu dzakasiyana dzakasimbiswa kubva munaJanuary 1973 - December 2016, uye Russell 2000 Index inodzoka kubva munaJanuary 1979 - December 2016.

S & P 500 Index, inoratidzirwa muzvitsvuku, yakatora kudzoka kwayo kwemakore gumi -3% pagore pamusoro pemakore gumi apera muna February 2009. Kudzoka kwemakore gumi, kwe20% pagore, kwakaitika kwemakore gumi kuguma muna August 2000.

06 Various Fifteen-Year Time Frames

15 Year Year uye Bond Rolling Index Inodzorera Iyi bar chati inoratidza gore gumi nemashanu rokubvumira kudzoka kubva muna 1973 - pakati pe2009 kwezvikwata zvezvikwata uye nhengo dzezvikwata. Dana Anspach

Sezvo nguva iyo iwe unoramba uchiita mari inotora nguva yakareba, iwe unogona kunge usingawanikwi zvakare kuti uwane hutadzo hwakashata apo iwe uchinge uine mari mune imwe nhamba yekuchengetedza mari.

Chati iri pamusoro apa inotarisa kusvitsa makore gumi nemashanu ekudzoka kweS & P 500 Index uye nhatu dzakasiyana dzakasimbiswa kubva munaJanuary 1973 - December 2016, uye Russell 2000 Index inodzoka kubva munaJanuary 1979 - December 2016.

I S & P 500 Index, inoratidzwa mukujeka kwakatsvuka, yakatora kudzoka kwayo kudarika makore gumi nemashanu kubva kune 3.7% pagore pamusoro pemakore gumi namashanu ekuguma munaAugust 2015. Kudzoka kwegore gumi nemashanu kunopera kwe20% pagore kwakaitika pamusoro pemakore gumi nemashanu apera munaJuly 1997.

07 Makumi Makumi Makumi Makumi Mazana

20 Year Rolling Index Inodzorera Iyi bar chati inoratidza makore makumi maviri ekudzoka kwekudzoka kubva muna 1973 - pakati pe2009 kwezviverengero zvezvikwata uye nhengo dzebhadha. Dana Anspach

Apo pachitarisa makore makumi maviri emakore zvenguva, zvikwata zvakaburitsa kudzoka kwakanaka, kunyange panguva yakaipa makore makumi maviri.

Iyo chati iri kumusoro inotarisa kusvitsa makore makumi maviri kubva kubva munaJanuary 1979 - December 2016.

S & P 500 Index, inoratidzirwa mutsvuku mutsvuku, yakabudisa kudzoka kwayo kwemakore makumi maviri nematanhatu kwegore makumi maviri ekupera kwaMay 1979. Kudzoka kwemazana makumi maviri kubva 18% pagore kwakaitika pamusoro pemakore makumi maviri ekupedzisira munaMarch 2000.

Chinhu chimwe chekuchenjerera pamusoro pekudzidza iyi data; History bond returns rinonaka rakanaka! Zvizhinji zvezvo zvaive zvichikonzerwa nekuderera kwechikwereti chezinga. Kana zvikwereti zvitsva zvichikwira zvishoma nezvishoma pamusoro pemakore gumi anotevera, bhadha index inodzoka haizotaridzi zvakanaka.