Atọka ti o ni awọn iṣọ Amẹrika , awọn oran-iṣakoso ijọba, awọn iwe ifowopamọ , awọn ifowopamọ ti awọn oluṣowo , awọn onibara ti o ni atilẹyin awọn onibara, ati awọn aabo ti o ni ẹtọ ti owo-owo . "Awọn Atọka S & P 500 ṣe awọn iṣẹ ti awọn ile-iṣẹ 500 ti o pọ julọ ni ọja iṣura ọja AMẸRIKA.
Wa diẹ sii nipa bi akojopo ati awọn iwe ifowopamọ ṣe akopọ lori igba igba to gun.
Ipele ti o wa ni isalẹ fihan iyipada awọn akọsilẹ meji ni ọdun kan ni ọdun kọọkan ninu awọn ọdun kalẹnda ọdun 34 laarin ọdun 1980-2013, pẹlu awọn akọsilẹ kan lori ọkọọkan.
| Odun | Barclays Agg. | S & P 500 | Iyato |
| 1980 | 2.71% | 32.50% | -29.79% |
| 1981 | 6.26% | -4.92% | + 11.18% |
| 1982 | 32.65% | 21.55% | + 11.10% |
| 1983 | 8.19% | 22.56% | -14.37% |
| 1984 | 15.15% | 6.27% | + 8.88% |
| 1985 | 22.13% | 31.73% | -9.60% |
| 1986 | 15.30% | 18.67% | -3.37% |
| 1987 | 2.75% | 5.25% | -2.50% |
| 1988 | 7.89% | 16.61% | -8.72% |
| 1989 | 14.53% | 31.69% | -17.16% |
| 1990 | 8.96% | -3.11% | + 12.07% |
| 1991 | 16.00% | 30.47% | -14.47% |
| 1992 | 7.40% | 7.62% | -0.22% |
| 1993 | 9.75% | 10.08% | -0.33% |
| 1994 | -2.92% | 1.32% | -4.34% |
| 1995 | 18.46% | 37.58% | -19.12% |
| 1996 | 3.64% | 22.96% | -19.32% |
| 1997 | 9.64% | 33.36% | -23.72% |
| 1998 | 8.70% | 28.58% | -19.88% |
| 1999 | -0.82% | 21.04% | -21.86% |
| 2000 | 11.63% | -9.11% | + 20.74% |
| 2001 | 8.43% | -11.89% | + 20.32% |
| 2002 | 10.26% | -22.10% | + 32.36% |
| 2003 | 4.10% | 28.68% | -24.58% |
| 2004 | 4.34% | 10.88% | -6.54% |
| 2005 | 2.43% | 4.91% | -2.48% |
| 2006 | 4.33% | 15.79% | -11.46% |
| 2007 | 6.97% | 5.49% | + 1.48% |
| 2008 | 5.24% | -37.00% | + 42.24% |
| 2009 | 5.93% | 26.46% | -20.53% |
| 2010 | 6.54% | 15.06% | -8.52% |
| 2011 | 7.84% | 2.11% | + 5,73% |
| 2012 | 4.22% | 16.00% | -11.78% |
| 2013 | -2.02% | 32.39% | -34.31% |
Barclays Aggregate Statistics
Awọn Ọdun Odun: 31 ti 34
Pada to gaju: 32.65%, 1982
Ipadabẹ ti o kere julọ: -2.92%, 1994
Iwọn Apapọ Ọdun Apapọ (1980-2013): 8.42%
( Akọsilẹ: eyi jẹ nìkan ni ere apapọ, kii ṣe apapọ apapọ ti oṣuwọn ọdun ).
S & P 500 Awọn Àlàyé
Awọn Ọdun Odun: 28 ti 34
Pada ti o ga julọ: 37.58%, 1995
Idahun ti o kere julọ: -37.00%, 2008
Iwọn Apapọ Apapọ Apapọ: 13.92%
Awọn Iroyin ti o jọmọ:
Awọn Bonds Ọdun Tuntun: 10 ti 34
Awọn idiwọn 'Iwọn ti o tobi julọ ti Outperformance: 42.24%, 2008
Awọn Bonds 'Iwọn Abala Iwọn ti Underperformance: -34.31%, 2013
Bawo ni Yoo Ni ipinnu 50-50 laarin Awọn Ifiwe Ti Nkan Ti Ti Fared?
Awọn Ọdun Odun: 30 ti 34
Pada to gaju: 28.02%, 1995
Idahun ti o kere julọ: -15.88%, 2008 (Awọn miran jẹ 2002 (-5.92%), 2001 (-1.73), ati 1994 (-0.80%)
Išẹ Apapọ Agbegbe Kan: 11.17%
Eyi fihan pe awọn oludokoowo yoo funni ni iwọn 20% ti ipadabọ awọn ọja 'pẹlu pipin 50-50, ṣugbọn iyọdapọ idapo naa yoo tun ni ewu ti o kere ju.
Awọn Data pada, 1928-2013
Lọgan ti a ba ṣe apejuwe awọn ayẹwo, iṣiṣe iṣẹ naa yoo pọ sii. Federal Bank Bank Bank ti St. Louis ti ṣe iṣiro awọn atunṣe ti awọn akojopo, awọn ọta iṣura, ati awọn iwe-iṣowo ọdun mẹwa ọdun lati ọdun 1928. Ṣe akiyesi pe awọn wọnyi ni awọn idoko-owo ti o yatọ ju awọn ti a ti gbekalẹ loke nitoripe S & P 500 tabi awọn Barclays kojọ ti o jina . Awọn bọtini ita mẹta mẹta ni:
- Awọn akojopo ṣe ipinnu lododun ti 1150% ni akoko lati 1928-2013, lakoko ti awọn owo-T ati awọn iwe-ẹda T jẹ 3.57% ati 5.21%, lẹsẹsẹ.
- $ 100 ti o dapọ si awọn iṣura ni 1928 yoo ti dagba si $ 255,553.31 nipasẹ opin ọdun 2013, nigbati $ 100 ni awọn T-owo ati awọn T-iwe yoo ti dagba si $ 1,972.72 ati $ 6,925.7940, lẹsẹsẹ.
- Awọn owo T-owo ti o ni ijẹrisi pada ni gbogbo awọn ọdun 85, lakoko ti awọn iwe-ẹda T ni 69 ninu awọn ọdun 85 (81%) ati awọn ọja gbe ni 61 (72%).