Skip to content

Attend a free seminar to learn the tools of a proper estate plan so you can choose the right path for you and your loved ones.

Get Started 863-222-7005

Chart of the Day: 1.5 Days a Year

Samuel A. Kiburz, Senior Vice President, Chief Investment Officer Apr 19, 2023
chart shows the performance of a $10,000 investment between January 1, 2003 and December 30, 2022

Contents

Today’s Chart of the Day is from J.P. Morgan’s updated Guide to Retirement. It calculates your total return having missed the 30 best days for last 20 years ending 2022. It results in a 0.8% return instead of 9.8%. Out of 5,040 trading days, that is only missing 1.5 days each year.
Chart of the Day

About the Author

Samuel A. Kiburz, Senior Vice President, Chief Investment Officer
Samuel A. Kiburz, Senior Vice President, Chief Investment Officer

Samuel serves as Senior Vice President, Chief Investment Officer for the Crews family of banks. He manages the individual investment holdings of his clients, including individuals, families, foundations, and institutions throughout the State of Florida. Samuel has been involved in banking since 1996 and has more than 20 years experience working in wealth management.

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.

Previous
Chart of the Day: Tax Share
Next
Chart of the Day: Hurricanes vs. Equator

Subscribe to Our Blog

Sign up to receive email notifications of our blogs.