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26 Jul 2017(20 minutes delay)



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Returns by asset class 1979-2013

 

The first thing to remember about returns data, is that it shows average returns. Obviously for everyone who does better than average there is someone below average. In the share market two thirds of professional investors and 80% of private investors fail to beat the market each year.

The second point is that you can be losing money for a year or two or even ten.

So don’t get too carried away by the returns that are paraded in front of you. Only favourable numbers are selected for publication.

The annual returns for the Australian financial year (to 30 June) reflected in the following Australian-based chart include capital and income and assume all income is reinvested.

 

RETURNS BY ASSET CLASS 1979-2013

AUSTRALIA (to 30 June)

(showing percentage returns)


Year Aust Intl Intl. US Aust Intl. Cash Aust Intl. Aust
  Shares Shares Shares Shares Bonds Bonds   Listed Listed Resid
      Hedged     Hedged   Prop Prop Prop
1979 26.0 17.2 12.5 16.3 0.5   10.0      
1980 74.3 11.5 13.3 13.6 1.2
 
11.5      
1981 15.8 13.0 20.4 21.6 2.3
 
14.1 24.6    
1982 29.0 4.0 10.4 0.6 5.1
 
18.1 3.6    
1983 34.7 72.7 49.6 88.4 25.6
 
15.5 23.7    
1984 13.5 2.3 2.0 3.2 21.4   12.6 35.3    
1985 36.5 61.6 29.9 69.5 17.0   14.0 11.8    
1986 42.5 55.2 34.5 33.5 20.5 29.2 18.3 23.8    
1987 54.0 32.6 33.2 17.7 12.1 17.6 17.3 41.3    
1988 8.6 10.0 5.3 15.5 19.4 12.5 12.5 2.8   17.2
1989 3.5 18.1 18.3 26.7 3.0 16.3 15.7 1.1   33.1
1990 4.1 1.9 5.3 11.5 17.8 13.1 18.5 15.2
 
1.7
1991 5.9 2.0 5.8 10.3 22.4 15.3 13.5 7.7 15.9 0.8
1992 13.3 7.1 3.0 16.3 22.0 15.8 9.0 14.7 6.9 2.7
1993 9.9 31.8 17.3 26.6 13.9 14.7 5.9 17.1 28.3 2.7
1994 18.5 0.0 6.7 6.5 1.1 2.1 4.9 9.8 8.4 3.4
1995 5.7 14.2 3.7 30.0 11.9 13.1 7.1 7.9 7.5 1.4
1996 15.8 6.7 27.7 12.9 9.5 11.2 7.8 3.6 2.4 1.1
1997 26.6 28.6 26.0 42.6 16.8 12.1 6.8 28.5 35.7 2.8
1998 1.6 42.2 22.1 58.2 10.9 11.0 5.1 10.0 25.0 8.7
1999 15.3 8.2 15.9 14.2 3.3 5.5 5.0 4.3 6.8 5.8
2000 13.7 23.8 12.6 18.2 6.2 5.0 5.6 12.1 14.1 9.7
2001 8.8 6.0 16.0 0.5 7.4 9.0 6.1 14.1 38.2 8.2
2002 4.5 23.5 19.3 26.3 6.2 8.0 4.7 15.5 7.5 20.2
2003 1.1 18.5 6.2 15.2 9.8 12.2 5.0 12.1 5.2 16.8
2004 22.4 19.4 20.2 15.4 2.3 3.5 5.3 17.2 28.7 8.7
2005 24.7 0.1 9.8 4.1 7.8 12.3 5.6 18.1 21.2 1.9
2006 24.2 19.9 15.0 11.6 3.4 1.2 5.8 18.0 24.2 7.3
2007 30.3 7.8 21.4 5.6 4.0 5.2 6.4 25.9 3.0 10.1
2008 12.1 21.3 15.7 23.4 4.4 8.7 7.4 36.3 28.6 8.0
2009 22.1 16.3 26.6 12.5 10.8 11.5 5.5 42.3 31.2 -0.7
2010 13.8 5.2 11.5 8.9 7.9 9.3 3.9 20.4 31.3 16.0
2011 12.2 2.7 22.3 3.7 5.5 5.7 5.0 5.8 9.2 2.7 
2012 7.0 0.5 2.1 11.1 12.4 11.9 4.7 11.0 7.5 2.1
2013 20.7  33.1 21.3  32.5 2.8  4.4  3.3  24.2 24.3 N/A
Last 30 yrs 12.7 10.8 9.2 12.4 10.4 9.9 8.3 11.4 10.2 7.3
Last 20 yrs 10.4 6.3 7.5 8.9 7.1 8.1 5.6 9.0 10.8 6.4
Last 10 yrs 10.7 5.0 7.7 4.9 6.1 7.4 5.3 6.2 9.0 6.3
         
 
27 years     23 years  25 years
 
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