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Chart of the Day: Real Returns

Samuel A. Kiburz, Senior Vice President, Chief Investment Officer Jun 14, 2023
chart spans from 1958 to 2021 with the peak on September 30, 1981 with a yield of 15.84%

Contents

Today’s Chart of the Day from J.P. Morgan shows the history of the 10-year Treasury yield and the “real” yield, which is what you have left after you subtract inflation. Even with the current rate of 3.8% as of mid-June 2023, when you subtract the current inflation of 4%, your “real” return is still -0.2%. Sadly, even though this number is improving, the real yield on bonds has been nearly zero or negative for the last 10 years.
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.

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Chart of the Day: Personal Records
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Chart of the Day: West vs. East Prices

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