Since 1980, the Australian stock market has rewarded investors with an average return of about 13%.
- Annual returns came within two percentage points of the market’s log-term average of 13% in just four of the past 41 years
- Yearly returns have ranged as high as up 67% and as low as 39%
- since 1980, annual returns have been positive 30 times and negative 11 times
Understanding the range of potential outcomes can help you stick with a plan and ride out the inevitable ups and downs
Past performance is no guarantee of future returns. Actual returns may be lower. Investing risks include loss of principle and fluctuating value. there is no guarantee an investment strategy will be successful. Indices are not available for direct investment. Index returns are not representative of actual portfolios and do not reflect costs and fees associated with an actual investment
In AUD. S&P/ASX data reproduced with the permission of S&P Index Services Australia.
AUSTRLAIA and NEW ZEALAND: This material is issued by DFA Australia Limited (AFS License Bi. 238093, ABN 46 065 937 671). This material is provided for information only. No account has been taken of the objectives, financial situation or needs of any particular person. Accordingly, to the extent this material constitutes general financial product advice, investors should, before acting on the advice, consider the appropriateness of the advice, having regard to the investor’s objectives, financial situation and needs. Any opinions expressed in this material reflect our judgement at the date of publication and are subject to change.