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Looking for the annual returns of the All Ords & ASX 200...

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Yezzy

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16 February 2006
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Hi folks, I'm after the annual returns of the major indicies, even the major overseas inidicies if possible. I've tried searching but I've come up blank. Most of the results I've found are post 1987, no surprises there really, but I'd like to look at the results before then as well.

Thanks.
 
what would you like to know Yezzy- I can run a quick scan on some of the indicies I have in my charting software-
all ords from 1984
dow from 29
ftse from 84
dax from 91
hang seng from 89
nikkei from 86
 
I was mainly looking for the ten year average return and the overall annual average return, and if possible including and excluding dividends. That'd be great.

Aside from buying this data from providers, is there any free websites with the ability to calculate what I'm asking that you know of? Being the cheapo I am
 

outside of buying it I don't know of any freebies(try the standard and poors website-it could be a good start). I don't have dividend information(just got charts), here are a couple of average annual returns-
all ords 1984-present- 9.21%
dow 1929(pre crash)-present- 11.05%
s&p 500, 1950-present- 12.57%
 
Cheers for the figures professor_frink, I figured the dividends would be abit of a stretch but it never hurts to ask.

Thanks for the yahoo link Realist, I'll check it out.
 
I came across this link: http://stooq.de/q/d/?s=^aor while searching for a long-term return for the All Ords (no dividends included).

It suggests that the All Ords has returned a compound average of 5.1% pa since 1874 and that the average compound return over 10yr periods has been 5.2% pa (low of -1.8% 1964-1974 and high of 13.6% 1974-1984).

Some more figures:

The compound annual return has been:

5.3% over 130 yrs
5.7% over 120 yrs
5.3% over 110 yrs
5.7% over 100 yrs
5.8% over 90 yrs
6.1% over 80 yrs
6.4% over 70 yrs
6.6% over 60 yrs
6.4% over 50 yrs
8.5% over 40 yrs
6.9% over 30 yrs
5.2% over 20 yrs
2.9% over 10 yrs

The 10yr average returns p.a have been:

3.1% 1874-1884
-0.2% 1884-1894
5.3% 1894-1904
6.3% 1904-1914
5.2% 1914-1924
5.1% 1924-1934
2.1% 1934-1944
5.0% 1944-1954
7.8% 1954-1964
-1.8% 1964-1974
13.6% 1974-1984
10.3% 1984-1994
7.7% 1994-2004
2.9% 2004-2014 (so far)

Sort of brings expected returns back to reality and suggests the mid 70's to mid 90's were outlier decades.

Burrow.
 
Thanks burrow.

I am new to investing. So new I have not even spent any real money yet! Previously, I have only had very small investments in funds and trusts and am currently in the reading, planning and testing stage before putting some real money down in a few months time.

Although I appreciate that the figures don't include dividends, I'm surprised that they are not a lot higher as I would have expected them to be closer to 10% with dividends then pushing the figures a little bit beyond that 10% figure. As I've lately been focusing on analysing specific stocks, industries and methodologies it was good to step back and look at the big picture.

It was also interesting to see that the past decade has been well below the norm. Do you or anyone have any thoughts on that or do you think the GFC accounts for most of the difference?
 
Quaama said:
Although I appreciate that the figures don't include dividends, I'm surprised that they are not a lot higher as I would have expected them to be closer to 10% with dividends then pushing the figures a little bit beyond that 10% figure.
Click to expand...

Hi Quaama,

10% ? Naah.

Returns are never that high! I see you are new to investing so im not trying to burst your bubble but there is really no getting rich quick in the stock market. If you are expecting returns of 10% not only will you be bitterly disappointed but you may also be viewed as crazy by your peers!

Generally anything in the 5-7% range is great! Sustained growth is important. If anything is growing at 5% or more EVERY year, then you are doing well, very well!

But mmm, imagine if I was earning 10% COMPOUND interest. With 10% compound interest I could basically almost triple any deposit in only 10 years.

$100 000 @ 10% p.a X ten years = $270,704 . You could retire off that alone!
 
two sets ... showing total returns (ie capital gains plus dividends) from the broad Australian share market per calendar year since 1900. The returns are organised in 5% bands .


.

.

Past five years​

Return highlights for the past five calendar years.
  • Four out of the past five years were positive, including 2020 with the Covid lockdown recessions
  • 2022 was the only negative year in the past five years, and it was very mild at just -3%.
  • Three out of the past five years were well above average

‘Volatility!’ – what Volatility?​

The other notable stand-out from this chart is the fact that these past five years fall into the middle third of the chart, but look what happened during those five years:
  • Governments locked entire populations in their homes for months on end for the first time in history
  • the sharpest and deepest economic recessions since the 1930s Great Depression
  • soaring inflation everywhere
  • savage interest rate hikes
  • extraordinary new monetary policies and policy errors
  • the first major war in Europe since WW2
  • new wars and flare-ups in the Middle East
  • a new ‘cold’ war between China and the US
  • trade wars, tech wars
  • commodities booms and busts
  • tech booms and busts
  • bank collapses in the US and Europe
  • our main export buyer, China, ground to a halt with the collapse of its main driver of growth - construction
Despite all of this so-called ‘volatility’ and ‘uncertainty’, the local share market sailed through it, staying in the middle section of the chart, avoiding extreme highs and lows on the left and right of the chart.

Breaking down 2023 returns for the ASX

Despite worries about interest rates, inflation, recession and war, the Australian share market performed well in 2023. But how does last year compare to history and are there any pointers to future ASX returns?
www.firstlinks.com.au
 
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