Long term returns for key U'S' asset classes

1
Long term returns for key U.S. asset classes

• Large Company Stocks
• Small Company Stocks
• Long Term CorporateBonds

2
Long term returns

• Asset Class Average return
• 1926 - 2006
• U.S. Large Company Stocks 10.4
• U.S. Small Company Stocks 12.7
• U.S. Long Term Corporate Bonds 5.9

3
U.S. Large Company Stocks

• Returns from 1926 2006
• Ibbotson Stocks, Bonds, Bills and Inflation
  Yearbook

4
Asset class U.S. Large Company Stocks Time
period 1926 - 2006 Returns for 1 year
Best return 54 Worst return -
43 Gap between best and worst returns 97
5
Asset class U.S. Large Company Stocks Time
period 1928 - 2006 Average annual returns for 3
years
Best return 31 Worst return - 27 Gap
between best and worst returns 58
6
Asset class U.S. Large Company Stocks Time
period 1930 2006 Average annual returns for 5
years
Best return 29 Worst return - 13 Gap
between best and worst returns 42
7
Asset class U.S. Large Company Stocks Time
period 1936 - 2006 Average annual returns for
10 years
Best return 20 Worst return - 1 Gap
between best and worst returns 21
8
Asset class U.S. Large Company Stocks Time
period 1940 - 2006 Average annual returns for
15 years
Best return 19 Worst return 1 Gap
between best and worst returns 18
9
Asset class U.S. Large Company Stocks Time
period 1945 - 2006 Average annual returns for
20 years
Best return 18 Worst return 3 Gap
between best and worst returns 15
10
U.S. Small Company Stocks

• Returns from 1926 2006
• Ibbotson Stocks, Bonds, Bills and Inflation
  Yearbook

11
143
Asset class U.S. Small Company Stocks Time
period 1926 - 2006 Returns for 1 year
Best return 143 Worst return -
58 Gap between best and worst returns 201
12
Asset class U.S. Small Company Stocks Time
period 1928 - 2006 Average annual returns for 3
years
Best return 71 Worst return -
47 Gap between best and Worst returns
118
13
Asset class U.S. Small Company Stocks Time
period 1930 - 2006 Average annual returns for 5
years
Best return 46 Worst return -
28 Gap between best and worst returns 74
14
Asset class U.S. Small Company Stocks Time
period 1935 - 2006 Average annual returns for 10
years
Best return 30 Worst return -
6 Gap between best and worst returns 36
15
Asset class U.S. Small Company Stocks Time
period 1940 - 2006 Average annual returns for 15
years
Best return 23 Worst return
- 1 Gap between best and worst returns 24
16
Asset class U.S. Small Company Stocks Time
period 1946 - 2006 Average annual returns for 20
years
Best return 20 Worst return
6 Gap between best and worst returns 14
17
U.S. Long Term Corporate Bonds

• Returns from 1926 2006
• Ibbotson Stocks, Bonds, Bills and Inflation
  Yearbook

18
Asset class U.S. Long Term Corporate Bonds Time
period 1926 2006 Returns for 1 year
Best return 43 Worst return - 8 Gap
between best and worst returns 51
19
Asset class U.S. Long Term Corporate Bonds Time
period 1928 - 2006 Average annual return for 3
years
Best return 22 Worst return -
4 Gap between best and worst returns 26
20
Asset class U.S. Long Term Corporate Bonds Time
period 1930 - 2006 Average annual returns for 5
years
Best return 23 Worst return -
2 Gap between best and worst returns 25
21
Asset class U.S. Long Term Corporate Bonds Time
period 1935 - 2006 Average annual returns for 10
years
Best return 16 Worst return
1 Gap between best and worst returns 15