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Rolling, Rolling, Rolling

Crews Bank & Trust Wealth Management Services Jul 21, 2022
Chart shows rolling returns of S & P 500 from 1926 to 2021. Each period of time is represented by a different color. 3 = blue, 10 = pink, 20 = red, 30 = green.

Contents

Today's chart is from Ben Carlson’s “A Wealth of Common Sense” which shows the S&P 500’s rolling returns for 3, 10, 20, and 30 year periods going all the way back to 1926.

You’ll note the volatility of three year returns in blue, but it immediately smooths out for the 10+ year returns. In fact, there are only three periods over the last 94 years where the 10 year return was negative and the annual average return over that period was 9.2%.

The past is no predictor, but as Ben states, “Do you really want to bet against human ingenuity, corporate profits and the human desire for progress?”
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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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