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Total Return Since 1802

Crews Bank & Trust Wealth Management Services Aug 4, 2022
Chart shows the real returns of stocks, bonds, bills, gold, and cash from 1802 - 2013

Contents

The following chart from Brian Ferdoldi shows the ultra long-term history of real returns from various asset classes dating back to 1802. Real returns, the returns after inflation, are important to know due to inflation’s elevated levels.

Although our investment time horizons are shorter than the timeline shown in the chart and the past performance is no guarantee of future results, this timeline can cut through the short-term noise and provide a great long-term perspective. The most interesting note is the difference between the stock market’s return of 6.7% versus gold of only 0.6%, and a negative return on cash of -1.4%.These and that the real return on bonds has been relatively flat ever since WWII are important observations.
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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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