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Recent Market Returns Analysis

A simple return attribution model is used to parse market returns over various time frames.

Did you know that from the US equity market low at the end of February 2009 to December 31, 2013, the S&P 500 (in US dollars) has generated a total return of 178.9% or 23.6% annuallized? While 2.3% annually has come from dividends, and 5.1% has come from nominal dividend growth, dividend revaluation has generated returns of 15.1% annualized, or 64% of the total, as yields have fallen from 3.8% to 1.9%.

Background information is here, and further analysis is here.

 

Disclaimer

This website is intended to present background information and research about investing and investment strategies. The information provided by this site is for information purposes only, and is neither intended to be nor purported to be investment, financial, legal, or other advice. Structured Capital Inc. does not provide advice on the buying or selling of securities, or on the use or implementation of an investment strategy or product.

The information and opinions herein are provided for informational purposes only, and are subject to change without notice. They should not be relied upon as the basis for any investment decisions. Use of this website and the material therein is at your own risk. Past performance is not necessarily indicative of future performance.

While Structured Capital Inc. and its employees have exercised due diligence to ensure that information and calculations presented on this site are accurate, neither Structured Capital Inc. nor its employees warrant that this information and any calculations are free from errors.

 

Structured Capital presents a book by Tim Appelt:

How do you get THERE from HERE?
Learning and Playing the Long-term Investment Game

frontcoverHistorical analysis of long-term global equity and bond returns is used to develop an analytical framework for a historical attribution of returns. In turn this attribution approach is used to develop expectations of future returns that acknowledge the past but take into account current market conditions.

Further information: