Thank you for being part of our development since September 2001. With your ongoing support, we look forward to many exciting years ahead.
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 | ||||||||