3 ms·
Average..? Ex., 1%-5%/yr
by nkkollaw 10y ago
Average..? Ex., 1%-5%/yr
- davidwihl 10y agoIt depends on the fund. I just did a report on this for one of my classes. https://github.com/wihl/stats107-project/blob/master/writeup.pdf https://github.com/wihl/stats107-project/blob/master/writeup... All the code is in the same repository as R Markdown.
- anthonyherron 10y agoMOOC or are you at Harvard? Was the course worthwhile?
- davidwihl 10y agoThrough the Extension school, all online. I found it worthwhile.
- lifeformed 10y ago7% in the long term, but with big fluctuations.
- nkkollaw 10y agoThanks.
- davidwihl 10y agoWhich fund? According to whom? SPY / VFIAX / S&P 500 has a CAGR 4.9% from Nov 2000 to Nov 2016.
- Huppie 10y agoNot too long ago the long term rolling returns for the S&P 500 where still somewhere around this number. This article [1] is from 2012, not much has changed in the last four years. "The average 30-year rolling total return for the S&P 500 starting with 1926, is 2,478% or 11.21% annualized (geometric mean). There were several 30-year periods that had annual returns between 8% and 10%." Having said so, past returns don't guarantee anything for the future. They might give you an indication though. [1]: http://allfinancialmatters.com/2012/08/29/sp-rolling-total-returns-1-5-10-20-25-and-30-years/ http://allfinancialmatters.com/2012/08/29/sp-rolling-total-r... Edit: Here's [2] a better (?) graph of the S&P 500 with the 30 year rolling returns, inflation adjusted and dividends reinvested. Source[3] [2]: http://imgur.com/Ja1xOcA http://imgur.com/Ja1xOcA [3]: http://redd.it/3fsdex http://redd.it/3fsdex