Stock Matrix Options
Returns depend upon the starting and
ending point. This series of charts present the compounded annual
returns for an investor that began investing during any start year since
1900 and ending with any subsequent year. The versions presented reflect
those for taxpayers (i.e. individuals, trusts, etc.) and for tax exempt or
tax deferred investors (i.e. retirement accounts, pension plans,
foundations, etc.), as well as
returns on a nominal and real (after inflation) basis. The stock
market index, dividend, and P/E ratio data is based upon the series
developed and presented by highly acclaimed Professor Robert J. Shiller
(Yale University; Irrational Exuberance) and others. Other data is
developed from other sources believed to be reliable.
The charts are
scaled for printing on a single sheet of 11x17 paper or on two 8 ˝ x 11
pages for subsequent alignment. See the assumptions and legends for
important details. If you do not have a printer that accepts 11x17
paper, it is recommended to save the file to a disk and have a color copy
printed on gloss stock at Kinko's or other printing service. The terms of use for all materials are detailed
below.
Updated
Through 2007
