total returns over the last 9 years

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Subject Author Date
total returns over the last 9 years beliavsky 03-26-2008
Posted by rick++ on March 27, 2008, 11:15 am
S&P is really 6% if you include re-invested dividends.
But thats still no better than treasuries.

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Posted by HW \"Skip\" Weldon on March 27, 2008, 12:55 pm
wrote:

>S&P is really 6% if you include re-invested dividends.
>But thats still no better than treasuries.
>
Looks like a good time to have been buying. Hope it continues.


-HW "Skip" Weldon
Columbia, SC

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Misc.invest.financial-plan is a moderated newsgroup where Moderators strive
to keep the conversations on-topic for financial planning. Other posting
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which we respond. For all of the other tips and suggestions, see "FROM THE
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Posted by Rich Carreiro on March 27, 2008, 3:40 pm
wrote:

>S&P is really 6% if you include re-invested dividends.
>But thats still no better than treasuries.

I don't think so. The table (and the article it's from)
specifically talk about "total return". That means
re-invested dividends are already included in that near-zero
figure for the SP500.

--
Rich Carreiro rlc-news@rlcarr.com

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Misc.invest.financial-plan is a moderated newsgroup where Moderators strive
to keep the conversations on-topic for financial planning. Other posting
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Posted by Ron Rosenfeld on March 28, 2008, 8:30 am

>S&P is really 6% if you include re-invested dividends.
>But thats still no better than treasuries.

No, the 2.46% annualized is TOTAL RETURN.

That figure is one of the benchmarks I use for my own investing, and I've
got month-end figures for S&P500 Total Return dating back to 1975. (I
originally got these figures from Barra, but now they can be found on the
S&P website).

For the same period (3/1/1999 - 2/29/2008), the S&P Midcap 400 is 10.48%;
and the small cap 600 is 10.55%.
--ron

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Posted by Elizabeth Richardson on March 27, 2008, 4:15 pm



> Today's (Mach 26) Wall Street Journal says the annualized total
> percentage returns of various asset classes since March 1999 have been

I just think it's interesting they chose to compute returns over a 9 year
period. Not 5, 10, 15, some usually used period of time. Yes, I know the
stock market has been particularly interesting since 1999, but it's not a
very useful time frame.

Elizabeth Richardson

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to keep the conversations on-topic for financial planning. Other posting
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