Nhamba iri ikozvino inosanganisira mari yeUnited States , nyaya dzakabatana nehurumende, zvibvumirano zvehurumende , sangano rekutengesa-rakatsigirwa kudarika- inoshandiswa , kutengeswa kwezvokubhadhara mari yevatengi , uye kuchengetwa kwekutengeserana kwekutengeserana . "S & P 500 Index inotarisa kushanda kwekambani dzinokwana mazana mashanu mu mari yekuAmerica.
Tsvaga zvakawanda pamusoro pekuti kushambadzira uye zvisungo zvinowedzera sei kwenguva yakareba.
Tafura iri pasi apa inoratidza kudzoka kwezvikwereti zviviri pagore negore mumakore makumi matatu nemanomwe kubva muna 1980 kusvika ku33, kuteverwa nedzimwe nhamba pane imwe neimwe.
| Gore | Barclays Agg. | S & P 500 | Kusiyana |
| 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% | -9.60% |
| 1986 | 15.30% | 18.67% | -3.37% |
| 1987 | 2.75% | 5.25% | -2.50% |
| 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% |
Bharclays Akabatanidzwa Statistics
Makore Akanaka: 31 pa34
Kudzoka kwakakwirira: 32.65%, 1982
Kudzoka Kudzoka: -2.92%, 1994
Avhareji yegore negore (1980-2013): 8.42%
( Cherechedzai: izvi zvinongowanikwa chete, kwete kuenzaniswa kwegore rinenge rekudzoka ).
S & P 500 Statistics
Makore Akanaka: 28 pa34
Kudzoka kwepamusoro-soro: 37.58%, 1995
Kudzoka Kudzoka: -37.00%, 2008
Avhareji yegore negore: 13.92%
Kuenzanisa Nhamba:
Makore Makore Anokonzererwa: 10 pa34
Bonds 'Yakanyanya Kupfuura Mamiriro Ekutadza: 42.24%, 2008
Bonds 'Yakanyanya Kupfuura Maitiro Akashata: -34.31%, 2013
Waizova neA 50-50 Kugoverana Pakati Pezvipiri MaIndia Zvakaitwa Sei?
Makore Akanaka: 30 pa34
Kudzoka kwepamusoro-soro: 28.02%, 1995
Dzose Dzodzoka: -15.88%, 2008 (Idzi dzaiva 2002 (-5.92%), 2001 (-1.73), uye 1994 (-0.80%)
Avhareji yegore negore Gain: 11.17%
Izvi zvinoratidza kuti vashandi vangave vakasiya makumi maviri kubva muzana ematokari ekudzoka ne 50-50 split, asi iyo purogiramu yakabatanidzwa zvakare ingadai yakave necheperi.
Dzokera Dhakwa, 1928-2013
Kana imwe sampu ichiwedzerwa, gaka rekuita rinowedzera. Federal Reserve Bank yeSt. Louis yakayera kudzoka kwematokari, mari yemari, uye mabhizimisi gumi emakore kubva muna 1928. Cherechedza kuti izvi zvinomiririra zvikwereti zvakasiyana pane izvo zvakataurwa pamusoro apa sezvo S & P 500 kana Bharclays Aggregate vasati vasvika kure . Zvitatu zvitsva zvinotora ndezvi:
- Nhamba dzinotengeswa gore negore kudzoka kwe11,50% kubva panguva ya1928-2013, apo T-bhiri uye T-zvigaro zvakasvika 3.57% uye 5.21%, zvichienderana.
- $ 100 inotengeswa mumatokari muna 1928 ingadai yakura kusvika $ 255,553.31 pakupera kwa2013, asi $ 100 muT-bills uye T-zvisungo zvaizokura kusvika $ 1,972.72 uye $ 6 925.7940, zvichienderana.
- T-mabhizimisi akabudisa maitiro akanaka mumakore ose emakore makumi mashanu nemashanu, apo T-zvibvumirano zvakawanikwa mumakore 69 emakore 85 (81%) uye mashamba akasimuka muna 61 (72%).