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Rolling, Rolling, Rolling

Samuel A. Kiburz, Senior Vice President, Chief Investment Officer Jul 21, 2022
Chart shows rolling returns of S & P 500 from 1926 to 2021. Each period of time is represented by a different color. 3 = blue, 10 = pink, 20 = red, 30 = green.

Contents

Today's chart is from Ben Carlson’s “A Wealth of Common Sense” which shows the S&P 500’s rolling returns for 3, 10, 20, and 30 year periods going all the way back to 1926.

You’ll note the volatility of three year returns in blue, but it immediately smooths out for the 10+ year returns. In fact, there are only three periods over the last 94 years where the 10 year return was negative and the annual average return over that period was 9.2%.

The past is no predictor, but as Ben states, “Do you really want to bet against human ingenuity, corporate profits and the human desire for progress?”
Chart of the Day Managing your Wealth

About the Author

Samuel A. Kiburz, Senior Vice President, Chief Investment Officer
Samuel A. Kiburz, Senior Vice President, Chief Investment Officer

Samuel serves as Senior Vice President, Chief Investment Officer for the Crews family of banks. He manages the individual investment holdings of his clients, including individuals, families, foundations, and institutions throughout the State of Florida. Samuel has been involved in banking since 1996 and has more than 20 years experience working in wealth management.

Investments are not a deposit or other obligation of, or guaranteed by, the bank, are not FDIC insured, not insured by any federal government agency, and are subject to investment risks, including possible loss of principal.

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