S&P 500 Index Total Nominal Returns — 20-Year Holding Periods

Adam J Thaler
Jul 25, 2017 · 2 min read
S&P 500 Index Total Nominal Returns — 20-Year Holding Periods

The chart above looks at every 20-year rolling period since 1932.

If under the most optimistic conditions, real estate values triple in a 15-year period, or 3x/15. Home values tripling every 15 years equates to an average annualized return of 7.8%

Summary of table above:

  • 1932–2016 has 66 Twenty-year rolling periods, of which 58 have recorded average annualized above 7.8%, or 88% of the rolling periods.
  • 1963–2016 has 35 Twenty-year rolling periods, of which 34 have recorded average annualized above 7.8%, or 97% of the rolling periods.

2008

Since December 31, 2007, there have been nine (9) Twenty-year rolling periods which included 2008. Despite the S&P 500 Index dropping -37.02% in 2008, all nine of the Twenty-year rolling periods have recorded average annualized above 7.5%


The following table was taken from AllFinancialMatters.com — a personal finance blog:

Below is a link to the AllFincialMatters blog post entitled S&P 500 Total Returns (20-Year Holding Periods)

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