Sentences with phrase «historical average return»

Oh wait... if you invested that money in an index fund at historical average returns at around 11 % compounded over 5 year then it would have been $ 80,000.

To sum up, although it's pretty clear we should expect lower than historical average returns for stocks, there is little evidence for a strong downward force on stock returns due to expected interest rate increases that is anything like the bond situation.

In the following examples I will compare saving with investing in an S&P 500 Index Fund (which has a 10 % historical average return including dividends).

USA Today ran a piece noting that the historical average return on stocks has been 10.4 %, with various analysts voicing the opinion that, basically, last year's sub-par return increases the odds that future market performance will revert higher.

As a result, the historical average return on stocks has typically been 6 % + 4 % = 10 %.

Each «dot» in the figure represents the historical average return and volatility of a given ETF.

Let's assume both of their investment accounts grew at the historical average return rate of the S&P 500 over the life of the investment.

Let's say that you bought stock worth $ 100 at age 30 and earned the historical average return of 11 percent per year.

In Figure # 1 below, the historical average return for different types of investments is presented.