Tha an clàr-amais an-dràsta a 'gabhail a-steach Treasuries na SA , cùisean co-cheangailte ris an riaghaltas, bannan corporra , slighean taic le morgaids na buidhne, tubaistean taic le luchd-caitheimh, agus tursachan le taic le morgaidean . "Tha an S & P 500 Index a' tomhas coileanadh nan 500 companaidhean as motha ann an margaidh stoc na SA.
Faigh a-mach barrachd mu mar a tha stoc agus bannan a 'togail suas air stèidh nas fhaide.
Tha an clàr gu h-ìosal a 'sealltainn mar a thill an dà chlàr-amais gach bliadhna anns na 34 bliadhna mìosachan eadar 1980-2013, agus beagan staitistig air gach fear.
| Bliadhna | Agallamh Barclays. | S & P 500 | Diofar |
| 1980 | 2.71% | 32.50% | -29.79% |
| 1981 | 6.26% | -4.92% | + 11.18% |
| 1982 | 32.65% | 21.55% | + 11.10% |
| 1983 | 8.19% | 22.56% | -14.37% |
| 1984 | 15.15% | 6.27% | + 8.88% |
| 1985 | 22.13% | 31.73% | -9.60% |
| 1986 | 15.30% | 18.67% | -3.37% |
| 1987 | 2.75% | 5.25% | -2.50% |
| 1988 | 7.89% | 16.61% | -8.72% |
| 1989 | 14.53% | 31.69% | -17.16% |
| 1990 | 8.96% | -3.11% | + 12.07% |
| 1991 | 16.00% | 30.47% | -14.47% |
| 1992 | 7.40% | 7.62% | -0.22% |
| 1993 | 9.75% | 10.08% | -0.33% |
| 1994 | -2.92% | 1.32% | -4.34% |
| 1995 | 18.46% | 37.58% | -19.12% |
| 1996 | 3.64% | 22.96% | -19.32% |
| 1997 | 9.64% | 33.36% | -23.72% |
| 1998 | 8.70% | 28.58% | -19.88% |
| 1999 | -0.82% | 21.04% | -21.86% |
| 2000 | 11.63% | -9.11% | + 20.74% |
| 2001 | 8.43% | -11.89% | + 20.32% |
| 2002 | 10.26% | -22.10% | + 32.36% |
| 2003 | 4.10% | 28.68% | -24.58% |
| 2004 | 4.34% | 10.88% | -6.54% |
| 2005 | 2.43% | 4.91% | -2.48% |
| 2006 | 4.33% | 15.79% | -11.46% |
| 2007 | 6.97% | 5.49% | + 1.48% |
| 2008 | 5.24% | -37.00% | + 42.24% |
| 2009 | 5.93% | 26.46% | -20.53% |
| 2010 | 6.54% | 15.06% | -8.52% |
| 2011 | 7.84% | 2.11% | + 5.73% |
| 2012 | 4.22% | 16.00% | -11.78% |
| 2013 | -2.02% | 32.39% | -34.31% |
Staitistig Iomlanach Barclays
Bliadhnaichean Dearbhach: 31 de 34
Tilleadh as àirde: 32.65%, 1982
Toradh as ìsle: -2.92%, 1994
Gèilleadh Bliadhnail Cuibheasach (1980-2013): 8.42%
( Thoir fa-near: is e seo a 'bhuannachd cuibheasach, chan e toradh iomlan cuibheasach bliadhnail ).
Staitistig S & P 500
Bliadhnaichean Dearbhach: 28 de 34
Tilleadh as àirde: 37.58%, 1995
Tilleadh as ìsle: -37.00%, 2008
Buannachd Bhliadhnail Cuibheasach: 13.92%
Staitistig choimeasach:
Bliadhna Bannan nas fheàrr: 10 de 34
Buil-buannachd as motha a tha nas motha: 42.24%, 2008
A 'Mion-choileanadh as motha aig Bannan: -34.31%, 2013
Ciamar a Bheireadh Sgaoileadh 50-50 Eadar Dà Thasg air a bhith?
Bliadhnaichean Dearbhach: 30 de 34
Tilleadh as àirde: 28.02%, 1995
Toradh as ìsle: -15.88%, 2008 (Bha na càch eile 2002 (-5.92%), 2001 (-1.73), agus 1994 (-0.80%)
Buannachd Bhliadhnail Cuibheasach: 11.17%
Tha seo a 'sealltainn gun toireadh luchd-tasgaidh suas mu 20% de thilleadh na stoc leis an roinn sgairteil 50-50, ach bhiodh an cunnart co-cheangailte cuideachd air a bhith nas ìsle na chunnart.
Dàta Tilleadh, 1928-2013
Aon uair 's gu bheil an sampall air a leudachadh, tha am beàrn gnìomhach a' dol am meud. Tha Banca Tèarmann Feachd an Naoimh Louis air tomhas de thoraidhean stoc, bilean Roinn an Ionmhais agus bannan Riaghaltais 10-bliadhna bho 1928 a thomhas. Thoir fa-near gu bheil iad sin a 'riochdachadh tasgaidhean eadar-dhealaichte seach na tha air an taisbeanadh gu h-àrd oir chan eil an dà chuid S & P 500 no Barclays Aggregate a' dol air ais gu ruige seo S an Iar- Is e trì prìomh sheòlaidhean:
- Bha na stoc a 'faighinn cothrom bliadhnail de 11.50% anns an ùine bho 1928-2013, fhad' sa bha bannan T-bilean agus T a rèir ìre 3.57% agus 5.21%, fa leth.
- Bhiodh $ 100 a chaidh a thasgadh ann an stoc ann an 1928 air fàs gu $ 255,553.31 ro dheireadh 2013, agus bhiodh $ 100 ann an bileagan T agus bannan T air fàs gu $ 1,972.72 agus $ 6,925.7940, fa leth.
- Rinn T-bilean toraidhean fàbharach anns a h-uile 85 mìosachan, agus chaidh bannan T fhaighinn ann an 69 de na 85 bliadhna (81%) agus stoc àrdachadh 61 (72%).