Friday, February 03, 2023

Rates of Return Over 20 Years


The graph shows the average annual rate of return over the previous 20 years up to that date. Our target diversified portfolio has had a very consistent 20 year return, as has the ASX 200. The MSCI World stock market index and the S&P 500 have been less consistent. My own performance was not good up to 2020 when seen from a 20 year perspective. By January this year, though, it's almost matching the target portfolio and is near the MSCI World Index (which doesn't deduct management fees). One reason for this, is I did really badly in 2000-2003 in the crash or tech wreck and so performance is now measured from the low point of March 2023. The chart is measured in Australian Dollars.

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