Total Return Indices’ Calendar Returns for 15 Years
First, an off-topic note: thanks to everyone for voting in the W Network Expert Search, as I was lucky enough to be picked as one of the finalists. Filming will be for two weeks in late spring and they will produce between 1 and 3 shows to be aired later this year (tentative). From the ratings from those few episodes, I think they will determine if any of the 7 finalists will get a permanent spot. Thanks everyone!
Calendar Year Return History
I’m going to be posting some data this week, including index returns, mutual fund index returns and some fundamental index returns as well as some other material as I’ve been compiling data for some projects at work and thought I would share some of the info.
Below are the annual calendar year returns for five different “total return” equity indices from 1994 until 2008. Total Return means that dividends are included in the calculations (a price-only index excludes dividends).
Annual Returns 1994-2008, Cap-Weighted Total Return Indices in Canadian Dollar Terms
| S&P/TSX Composite Total Return Index | S&P 500 Total Return Index (CAD) | MSCI EAFE & Canada – Gross (CAD) | MSCI Emerging Markets – Gross (CAD) | MSCI Hong Kong – Gross (CAD) | |
| 1994 | -0.18% | 7.25% | 13.95% | -1.90% | -24.74% |
| 1995 | 14.53% | 33.90% | 8.83% | -7.74% | 19.30% |
| 1996 | 28.35% | 23.34% | 7.52% | 6.36% | 33.49% |
| 1997 | 14.98% | 39.12% | 6.99% | -7.77% | -19.99% |
| 1998 | -1.58% | 38.36% | 20.47% | -19.66% | 4.48% |
| 1999 | 31.71% | 13.68% | -9.82% | 56.29% | 49.82% |
| 2000 | 7.41% | -5.61% | -16.27% | -27.94% | -11.46% |
| 2001 | -12.57% | -6.42% | -16.17% | 3.68% | -13.57% |
| 2002 | -12.44% | -22.71% | 14.52% | -6.74% | -18.43% |
| 2003 | 26.72% | 5.25% | 12.53% | 27.82% | 12.96% |
| 2004 | 14.48% | 3.25% | 11.35% | 17.29% | 16.39% |
| 2005 | 24.13% | 1.62% | 11.35% | 30.32% | 4.99% |
| 2006 | 17.26% | 15.75% | 26.19% | 32.54% | 30.30% |
| 2007 | 9.83% | -10.54% | -4.25% | 18.53% | 19.72% |
| 2008 | -33.00% | -21.96% | -29.68% | -42.00% | -39.55% |
Note that Canadian Capitalist had a post outlining some asset class returns for 2008 as well, and in that post he links to a spreadsheet with calendar returns with more history (back to 1970). Check it out by clicking here. Tomorrow I’m going to post the returns for the commensurate Morningstar Mutual Fund Indices (it ain’t pretty).
Popularity: 13% [?]
Credit Repair - option trading<--Please click on the green Retweet button if you like this article and want to share it on Twitter!
You might like these Related Articles:
Just over a year ago my wife ended up being rear-ended by another car. While she did everything totally ...
@Brian - I called my agent right away and put them in touch with the other driver's insurance company and ...
Preet,
I didn't know that if its the other persons fault and their policy can cover damages to your car, ...
Congrats and great job. Seems like you confused Amanda Lang a few times though... ;) 
I just decided to switch to another broker. 
Brand designer ChristianAudigier have "KingofJeans" the reputation, previously served as Levi's and other major brand designer, [url=http://www.ed-hardy.cc]don ed hardy[/url] and ...
You're a good man for sharing that Preet. *knock on wood* 
That is HORRIBLE! I wanted to raise my deductible but my auto finance company kindly informed me that the ...
Comment by Four Pillars on 12 January 2009:
Congrats on making it to the next round!
Comment by Jordan on 12 January 2009:
Congrats on winning your category!
Comment by Susan Campbell on 12 January 2009:
Congratulations! Great way to start the year. And thanks for the blog-always interesting.
Comment by Canadian Capitalist on 12 January 2009:
Congrats on being a finalist. I really hope they don’t produce “shoes”. LOL.
And thanks for the link.
Pingback by Mutual Fund Return Indices For 15 Years : WhereDoesAllMyMoneyGo.com on 12 January 2009:
[...] Yesterday’s post looked at some Total Return Indices’ Calendar Year Returns for the past… Today we are going to look at the same returns for the mutual fund averages as sourced from various sources (but all ultimately coming from Morningstar). [...]
Pingback by Canadian Personal Finance Blog » Blog Archive » Random Thoughts for a Bad Week on 16 January 2009:
[...] Does All My Money Go has been doing a week of yearly return reporting for various investments over the past 15 years. Interesting numbers to check [...]
Pingback by Four Pillars Investing on 16 January 2009:
[...] has some total return indices’ calendar returns for the last 15 years. This is in Canadian [...]