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Returns by asset class 1979-2010

 

The first thing to remember about returns data, is that it shows average returns. Obviously for everyone who does better than average there is someone below average. In the share market two thirds of professional investors and 80% of private investors fail to beat the market each year.

The second point is that you can be losing money for a year or two or even ten.

So don’t get too carried away by the returns that are paraded in front of you. Only favourable numbers are selected for publication.

The annual returns reflected in the following chart include capital and income and assume all income is reinvested.

 

 

RETURNS BY ASSET CLASS 1979-2010

(showing percentage returns)


Year Aust Intl Intl. US Aust Intl. Cash Aust Intl. Aust
  Shares Shares Shares Shares Bonds Bonds   Listed Listed Resid
      Hedged     Hedged   Prop Prop Prop
1979 26.0 17.2 12.5 16.3 0.5   10.0      
1980 74.3 11.5 13.3 13.6 1.2
 
11.5      
1981 15.8 13.0 20.4 21.6 2.3
 
14.1 24.6    
1982 29.0 4.0 10.4 0.6 5.1
 
18.1 3.6    
1983 34.7 72.7 49.6 88.4 25.6
 
15.5 23.7    
1984 13.5 2.3 2.0 3.2 21.4   12.6 35.3    
1985 36.5 61.6 29.9 69.5 17.0   14.0 11.8    
1986 42.5 55.2 34.5 33.5 20.5 29.2 18.3 23.8    
1987 54.0 32.6 33.2 17.7 12.1 17.6 17.3 41.3    
1988 8.6 10.0 5.3 15.5 19.4 12.5 12.5 2.8   17.2
1989 3.5 18.1 18.3 26.7 3.0 16.3 15.7 1.1   33.1
1990 4.1 1.9 5.3 11.5 17.8 13.1 18.5 15.2
 
1.7
1991 5.9 2.0 5.8 10.3 22.4 15.3 13.5 7.7 15.9 0.8
1992 13.3 7.1 3.0 16.3 22.0 15.8 9.0 14.7 6.9 2.7
1993 9.9 31.8 17.3 26.6 13.9 14.7 5.9 17.1 28.3 2.7
1994 18.5 0.0 6.7 6.5 1.1 2.1 4.9 9.8 8.4 3.4
1995 5.7 14.2 3.7 30.0 11.9 13.1 7.1 7.9 7.5 1.4
1996 15.8 6.7 27.7 12.9 9.5 11.2 7.8 3.6 2.4 1.1
1997 26.6 28.6 26.0 42.6 16.8 12.1 6.8 28.5 35.7 2.8
1998 1.6 42.2 22.1 58.2 10.9 11.0 5.1 10.0 25.0 8.7
1999 15.3 8.2 15.9 14.2 3.3 5.5 5.0 4.3 6.8 5.8
2000 13.7 23.8 12.6 18.2 6.2 5.0 5.6 12.1 14.1 9.7
2001 8.8 6.0 16.0 0.5 7.4 9.0 6.1 14.1 38.2 8.2
2002 4.5 23.5 19.3 26.3 6.2 8.0 4.7 15.5 7.5 20.2
2003 1.1 18.5 6.2 15.2 9.8 12.2 5.0 12.1 5.2 16.8
2004 22.4 19.4 20.2 15.4 2.3 3.5 5.3 17.2 28.7 8.7
2005 24.7 0.1 9.8 4.1 7.8 12.3 5.6 18.1 21.2 1.9
2006 24.2 19.9 15.0 11.6 3.4 1.2 5.8 18.0 24.2 7.3
2007 30.3 7.8 21.4 5.6 4.0 5.2 6.4 25.9 3.0 10.1
2008 12.1 21.3 15.7 23.4 4.4 8.7 7.4 36.3 28.6 8
2009 22.1 16.3 26.6 12.5 10.8 11.5 5.5 42.3 31.2 -0.7
2010 13.8 5.2 11.5 8.9 7.6 9.3 3.9 20.4 31.3 N/A
Last 30 yrs 12.6 12.4 9.8 14.4 10.5 11.0 9.4 11.8 N/A 7.5
Last 20 yrs 10.5 6.4 5.9 9.2 9.0 9.3 6.3 8.9 9.7 6.0
Last 10 yrs 8.4 3.3 0.6 4.0 6.4 8.1 5.6 6.3 8.9 8.1
         
 
25 years       23 years
         
 
        9 years

Returns do not take account of the benefit of franking credits nor of the negative impact of capital gains tax or fees. With regard to residential property it should be noted that the effect of rental income, improvements and capital gains tax are not recognised.

Note declining returns over the last 30 years in almost every asset class except Australian residential property (perhaps overdue for an adjustment!!).

FURTHER READING:

Long Term Investing Report (June 2011) - Russell Investments  

 

 



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