/
Understanding the Tradeoffs Understanding the Tradeoffs

Understanding the Tradeoffs - PowerPoint Presentation

liane-varnes
liane-varnes . @liane-varnes
Follow
381 views
Uploaded On 2017-12-10

Understanding the Tradeoffs - PPT Presentation

Canada 19002010 Nominal Annualized Returns Inflation Bills Equities Preservation of Capital Preservation of Purchasing Power RiskFree or Risky Bills Equities Peak to Trough 18 Years ID: 614044

bills returns equities performance returns bills performance equities preservation worst performing nominal periods total risk reflect direct investment management

Share:

Link:

Embed:

Download Presentation from below link

Download Presentation The PPT/PDF document "Understanding the Tradeoffs" is the property of its rightful owner. Permission is granted to download and print the materials on this web site for personal, non-commercial use only, and to display it on your personal computer provided you do not modify the materials and that you retain all copyright notices contained in the materials. By downloading content from our website, you accept the terms of this agreement.


Presentation Transcript

Slide1

Understanding the TradeoffsCanada1900–2010

Nominal

Annualized Returns

Inflation

Bills

Equities

Preservation of Capital

Preservation of

Purchasing Power

Risk-Free or Risky?

BillsEquitiesPeak to Trough:18 Years4 YearsRecovery:34 Years3 Years

Equities

Bills

Worst-Performing Periods

Nominal Total Returns

(1929–1934)

(1945)

Worst-Performing Periods

Real

Total Returns

Equities

Bills

(1934–1951)

(1929–1932)

Dimson Marsh Staunton (DMS) Global Returns Database.

In Canadian dollars. Indices are not available for direct investment. Their performance does not reflect the expenses associated with the management of an actual portfolio. Past performance is not a guarantee of future results. Values change frequently and past performance may not be repeated. There is always the risk that an investor may lose money.Slide2

Understanding the TradeoffsAustralia1900–2010

Nominal

Annualized Returns

Inflation

Bills

Equities

Risk-Free or Risky?

Bills

Equities

Peak to Trough:

41 Years5 YearsRecovery:21 Years11 YearsPreservation of CapitalPreservation of Purchasing Power

Worst-Performing Periods

Nominal

Total Returns

Equities

Bills

(1950)

(1970–1974)

Worst-Performing Periods

Real

Total Returns

Equities

Bills

(1937–1977)

(1970–1974)

Dimson Marsh Staunton (DMS) Global Returns Database.

In Australian dollars. Indices are not available for direct investment. Their performance does not reflect the expenses associated with the management of an actual portfolio. Past performance is not a guarantee of future results. Values change frequently and past performance may not be repeated. There is always the risk that an investor may lose money.Slide3

Understanding the TradeoffsUS1900–2010

Nominal

Annualized Returns

Inflation

Bills

Equities

Risk-Free or Risky?

Bills

Equities

Peak to Trough:

19 Years4 YearsRecovery:48 Years4 YearsPreservation of CapitalPreservation of Purchasing Power

Worst-Performing Periods

Nominal

Total Returns

Equities

Bills

-0.02%

(1938)

(1929–1932)

Worst-Performing Periods

Real

Total Returns

Equities

Bills

(1933–1951)

(1929–1931)

Dimson Marsh Staunton (DMS) Global Returns Database.

In US dollars. Indices are not available for direct investment. Their performance does not reflect the expenses associated with the management of an actual portfolio. Past performance is not a guarantee of future results. Values change frequently and past performance may not be repeated. There is always the risk that an investor may lose money.Slide4

Understanding the TradeoffsUK1900–2010

Nominal

Annualized Returns

Inflation

Bills

Equities

Risk-Free or Risky?

Bills

Equities

Peak to Trough:

7 Years2 YearsRecovery:7 Years9 YearsPreservation of CapitalPreservation of Purchasing Power

(1935)

Worst-Performing Periods

Nominal

Total Returns

Equities

Bills

(1973–1974)

Worst-Performing Periods

Real

Total Returns

Equities

Bills

(1914–1920)

(1973–1974)

Dimson Marsh Staunton (DMS) Global Returns Database.

In British pounds. Indices are not available for direct investment. Their performance does not reflect the expenses associated with the management of an actual portfolio. Past performance is not a guarantee of future results. Values change frequently and past performance may not be repeated. There is always the risk that an investor may lose money.