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Longer Equals Higher Probability

Crews Bank & Trust Wealth Management Services Nov 18, 2022
chart shows the cumulative returns based on 1, 5, 10, and 20 years for all stocks (in green), all bonds (in blue), and a 50/50 mix (in grey) since 1950

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Today’s chart from JP Morgan Asset Management’s Guide to the Markets quarterly presentation shows the cumulative returns based on 1, 5, 10, and 20 years for all stocks (in green), all bonds (in blue), and a 50/50 mix (in grey) since 1950.

Essentially, the longer you hold your investments, the higher probability you have of positive returns. In fact, there was never a period over 20 years that any of the options lost money.

The chart also shows the average annual total return for stocks was an impressive 11.5% during last 20 years. It will be interesting to see how the next 20 years look.
Chart of the Day

About the Author

Crews Bank & Trust Wealth Management Services
Crews Bank & Trust Wealth Management Services

Experienced professionals from our wealth management services team can help you achieve a bright financial future through investment strategies tailored to you. We’ll show you all of the options available and help you choose the ones best suited to you. We’ll provide high-quality, personal service as we work toward your goals together. Our Portfolio Managers do not receive commissions on trades; our recommendations of investments are based solely on your best interests.

Investments are not a deposit or other obligation of, or guaranteed by, the bank, are not FDIC insured, not insured by any federal government agency, and are subject to investment risks, including possible loss of principal.

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