Hantidhowrka waxaa ka mid ah Hantida Mareykanka , Arrimaha Dawladda, Shirkadaha Ganacsiga , Hantidhowrka Gurmadka ee Deeqaha, Cuntada Qasnadda leh ee Dakhliga Macaamiisha, iyo Sumuuqda Ganacsiga ee Daymaha Dayacan. "S & P 500 Index wuxuu cabiraa waxqabadka 500 shirkadood ee ugu weyn Suuqa Suuqa Mareykanka.
Faahfaahin dheeri ah oo ku saabsan sida saamiyada iyo bonds-ka ay ku xiran yihiin muddo dheer.
Jadwalkan hoose wuxuu muujinayaa soo noqoshada labadii asbuuc ee sannadka sanadka oo dhan 34 sano ee sanadka u dhexeeyay 1980-2013, oo ay ku xigto qaar ka mid ah tirakoobyada.
| Sannad | Barclays Agg. | S & P 500 | Farqiga |
| 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% |
Tirakoobka wadarta Barclays
Sannadle Sare: 31 ka mid ah 34
Soo Celinta ugu Sarreeya: 32.65%, 1982
Soo Celinta ugu Hooseeya: -2.92%, 1994
Celceliska sannadkii (1980-2013): 8.42%
( Fiiro gaar ah: tani waa si caadi ah faa'idada celceliska, maaha celcelis guud celcelis ahaan sanadkiiba ).
S & P 500 Tirakoobka
Sannad Sannadle ah: 28 ee 34
Soo celinta ugu sareeya: 37.58%, 1995
Soo Celinta ugu Hooseeya: -37.00%, 2008
Celcelis Sanadle ah: 13.92%
Tirakoobka isbarbar dhiga:
Sannadle Bonds Heerformed: 10 ee 34
Bonds 'Marxaladda ugu weyn ee kartida waxqabadka: 42.24%, 2008
Bonds 'Farogelin Ballaaran oo Hoos u Dhacay: -34.31%, 2013
Sidee Loogu Qaban Karaa 50-50 Isku Diiwaangelin Labo Indices?
Sannad Sarreysa: 30 ka mid ah 34
Soo Celinta ugu Sarreeya: 28.02%, 1995
Soo celinta ugu hooseysa: -15.88%, 2008 (Kuwa kale waxay ahaayeen 2002 (-5.92%), 2001 (-1.73), iyo 1994 (-0.80%)
Celcelis Sanadle ah: 11.17%
Tani waxay muujinaysaa in maalgashadayaashu ay ku kici doonaan ilaa 20% celinta saamiyada leh 50-50 kala qaybsanaan, laakiin khariidad la wadaagay ayaa sidoo kale lahaa khatarta hoose ee hooseysa.
Ku noqo Xogta, 1928-2013
Marka sambalka la balaariyo, farqiga uurku wuxuu kordhayaa. Baanka Federal Reserve ee St. Louis ayaa qiyaasay soo celinta kaydka, biilasha khasnadda, iyo bangiga 10-sano ah ee bond bonds tan iyo 1928. Xasuusnow in kuwani ay ka dhigan yihiin maalgashiyo kala duwan marka loo eego kuwa kor lagu soo bandhigay maadaama aysan S & P 500 ama Barclays Aggregate dib u dhicin kuwa fog . Saddex siyaabood oo muhiim ah:
- Saamiyada celcelis ahaan celcelis ahaan celcelis ahaan 11.50% muddada u dhaxaysa 1928-2013, halka T-biilka iyo T-bonds celcelis ahaan 3.57% iyo 5.21% siday u kala horreeyaan.
- $ 100 maal gashiga kaydka ee 1928 ayaa koray $ 255,553.31 dhamaadka sanadka 2013, halka $ 100 ee T-bills iyo T-bonds ay koray lahaa $ 1,972.72 iyo $ 6,925.7940, siday u kala horreeyaan.
- T-biilashadu waxay soo bandhigtay celcelis ahaan 85 sano oo dhan, halka T-bonds ay heleen 69 ka mid ah 85 sano (81%) iyo saamiyadoodu waxay kor u kaceen 61 (72%).