Rates of Return 1926-2012

World Portfolios US Markets

World Equity World Bond
Return in US Return in US Small Large Long-Term
Year Dollars Dollars Stocks Stock T-Bonds T-Bills
1926 25.24 8.10 -8.91 12.21 4.54 3.19
1927 23.15 9.62 33.99 35.99 8.11 3.12
1928 28.62 2.44 51.46 39.29 -0.93 3.56
1929 -12.56 3.45 -49.25 -7.66 4.41 4.75
1930 -22.6 6.04 -48.04 -25.90 6.22 2.41
1931 -39.94 -12.32 -53.19 -45.56 -5.31 1.07
1932 1.46 18.26 7.75 -9.14 11.89 0.96
1933 70.81 29.26 159.05 54.56 1.03 0.3
1934 0.15 3.87 28.47 -2.32 10.15 0.16
1935 22.44 -1.41 68.82 45.67 4.98 0.17
1936 18.84 -0.49 77.53 33.55 6.52 0.18
1937 -17.7 -0.96 -54.27 -36.03 0.43 0.31
1938 6.21 0.65 16.6 29.42 5.25 -0.02
1939 -5.6 -5.11 -6.28 -1.06 5.90 0.02
1940 7.97 11.32 -15.26 -9.65 6.54 0
1941 13.26 5.61 -12.66 -11.20 0.99 0.06
1942 -0.56 -3.69 38.94 20.80 5.39 0.27
1943 19.3 2.76 109.87 26.54 4.87 0.35
1944 13.49 3.02 60.34 20.96 3.59 0.33
1945 13.72 0.08 77.93 36.11 6.84 0.33
1946 -16.91 -13.50 -13.16 -9.26 0.15 0.35
1947 -1.09 -8.46 -1.52 4.88 -1.19 0.5
1948 3.06 5.59 -5.84 5.29 3.07 0.81
1949 17.35 1.83 21.22 18.24 6.03 1.1
1950 24.44 2.52 46.86 32.68 -0.96 1.2
1951 28.69 0.60 6.66 23.47 -1.95 1.49
1952 14.21 4.73 5.05 18.91 1.93 1.66
1953 5.37 3.74 -5.59 -1.74 3.83 1.82
1954 48.2 7.66 63.49 52.55 4.88 0.86
1955 22.94 0.20 24.61 31.44 -1.34 1.57
1956 8.62 -4.28 4.31 6.45 -5.12 2.46
1957 -6.86 2.97 -13.99 -11.14 9.46 3.14
1958 36.78 -0.42 65.46 43.78 -3.71 1.54
1959 24.96 0.47 21.83 12.95 -3.55 2.95
1960 7.71 10.46 -4.72 0.19 13.78 2.66
1961 19.86 1.99 29.48 27.63 0.19 2.13
1962 -7.2 9.59 -11.56 -8.79 6.81 2.73
1963 14.35 2.76 18.45 22.63 -0.49 3.12
1964 11.05 3.20 19.07 16.67 4.51 3.54
1965 10.49 2.84 39.2 12.50 -0.27 3.93
1966 -6.47 5.36 -6.94 -10.25 3.70 4.76
1967 23.75 -3.28 104.33 24.11 -7.41 4.21
1968 19.92 2.11 50.43 11.00 -1.20 5.21
1969 -6.21 -2.35 -31.43 -8.33 -6.52 6.58
1970 -5.71 9.76 -17.88 4.10 12.69 6.52
1971 15.59 15.01 18.07 14.17 17.47 4.39
 Rates of Return 1926-2012
World Portfolios US Markets
World Equity World Bond
Return in US Return in US Small Large Long-Term
Year Dollars Dollars Stocks Stock T-Bonds T-Bills
1972 19.96 7.90 0.14 19.14 5.55 3.84
1973 -17.08 4.39 -38.23 -14.75 1.40 6.93
1974 -27.83 5.08 -27.39 -26.40 5.53 8
1975 28.91 7.44 59.79 37.26 8.50 5.8
1976 10.31 11.26 49.06 23.98 11.07 5.08
1977 -2.46 16.04 27.6 -7.26 0.90 5.12
1978 12.68 13.56 24.92 6.50 -4.16 7.18
1979 7.21 0.41 42.25 18.77 9.02 10.38
1980 21.46 2.84 40.19 32.48 13.17 11.24
1981 -7.92 -3.78 -1.69 -4.98 3.61 14.71
1982 5.82 21.95 27.9 22.09 6.52 10.54
1983 18.56 1.73 34.44 22.37 -0.53 8.8
1984 1.77 7.50 -10.57 6.46 15.29 9.85
1985 37.02 34.12 29.19 32.00 32.68 7.72
1986 39.11 30.56 3.7 18.40 23.96 6.16
1987 14.34 18.86 -14.15 5.34 -2.65 5.47
1988 21.19 4.32 18.73 16.86 8.40 6.35
1989 14.75 6.70 9.13 31.34 19.49 8.37
1990 -18.65 12.70 -27.28 -3.20 7.13 7.81
1991 16.00 15.35 49.08 30.66 18.39 5.6
1992 -7.14 6.30 21.17 7.71 7.79 3.51
1993 20.39 10.42 19.12 9.87 15.48 2.9
1994 3.36 1.56 -5.64 0.41 -7.18 3.9
1995 21.11 20.18 34.2 38.05 31.67 5.6
1996 14.02 5.11 16.56 22.50 -0.81 5.21
1997 16.32 1.92 23.62 33.46 15.08 5.26
1998 24.77 13.76 -7.48 28.70 13.52 4.86
1999 25.33 -6.46 40.59 20.38 -8.74 4.68
2000 -12.72 2.58 -6.33 -9.74 20.27 5.89
2001 -16.34 -2.19 29.26 -11.76 4.21 3.83
2002 -19.28 23.41 -12.04 -21.58 16.79 1.65
2003 33.32 13.27 75.4 28.18 2.38 1.02
2004 15.27 8.27 14.59 10.69 7.71 1.2
2005 9.97 -4.20 3.22 4.83 6.50 2.98
2006 20.57 3.50 17.31 15.84 -1.21 4.8
2007 9.72 15.83 -8.17 5.14 10.25 4.66
2008 -39.48 2.55 -39.91 -36.79 1.34 1.6
2009 30.16 7.46 36.38 26.34 -12.92 0.1
2010 12.17 5.18 29.67 15.05 9.38 0.12
2011 -4.77 10.65 -12.17 1.90 14.0 0.04
2012 16.48 6.95 16.84 15.99 7.3 0.06
s of Return 1926-2012
US Markets

Inflatio
n
-1.12
-2.26
-1.16
0.59
-6.40
-9.32
-10.27
0.76
1.52
2.99
1.45
2.86
-2.78
0.00
0.71
9.93
9.03
2.96
2.30
2.25
18.13
8.88
2.73
-1.83
5.80
5.97
0.91
0.60
-0.37
0.37
2.83
3.04
1.76
1.52
1.36
0.67
1.23
1.65
1.20
1.92
3.36
3.28
4.71
5.90
5.57
3.27
s of Return 1926-2012
US Markets

Inflatio
n
3.41
8.94
12.10
7.13
5.04
6.68
8.99
13.26
12.35
8.91
3.83
3.79
4.04
3.79
1.19
4.33
4.41
4.64
6.26
2.98
2.97
2.81
2.60
2.53
3.38
1.70
1.61
2.68
3.44
1.60
2.48
2.04
3.34
3.34
2.52
4.11
-0.02
2.82
1.42
3.02
1.77