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Chart of the Day: Returns are Rarely Normal

Samuel A. Kiburz, Senior Vice President, Chief Investment Officer Jun 28, 2023
chart shows years stacked in boxes based on annual return rate

Contents

Today’s Chart of the Day comes from A Wealth of Common Sense showing the range of annual returns over the last 95 years. The long-term average is 10% over the entire period. “Normal returns" between 8% and 12% only occurred five times, which is less than 5% of the time. Don’t despair in the short run, as annual returns are rarely normal. In the long run, since the market was up three out of four years, everything worked out fine.
Chart of the Day

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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