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Returns

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Percentage of US equity funds underperforming their benchmarks

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S&P 500 annualized total return (%) since 1940

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An international perspective on historical returns

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Expected equity returns sorted from lowest to highest

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Annualized real USD returns and risk premiums (%) for the world ex-USA, 1900-2022

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Annualized real returns and risk premiums (%) for the USA, 1900-2022

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Impact of being out of the market

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Range of stock, bond, and blended total returns

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Comparison of claim age based on an individual's expected rate of return and longevity

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Small increases in returns, big impact on college funds

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