Returns on Investment
Posted by Roger Keays, 11 July 2009, 8:29 AM
The market statistics here are from the All Ords Accumulation Index or the All Ords, where I couldn't find the AOAI return. The figures vary from different sources, so I wouldn't exactly reference them or anything. My returns are calculated including imputation credits (which increases the figures), and treating reinvested dividends as part of the contributed capital (which decreases the figures). CPI figures come from the ABS website.
| Year | CPI | Market | Me | CPI Adjusted |
|---|---|---|---|---|
| 1999 | 1.8% | 16.1% | 7% | 5.1% |
| 2000 | 5.8% | 3.6% | 11% | 4.9% |
| 2001 | 3.1% | 10.1% | 9% | 5.7% |
| 2002 | 3.0% | -8.8% | -16% | -18.4% |
| 2003 | 2.4% | 15.9% | -2% | -4.3% |
| 2004 | 2.6% | 27.6% | 7% | 4.3% |
| 2005 | 2.8% | 21.1% | 18% | 14.8% |
| 2006 | 3.3% | 25% | 20% | 16.2% |
| 2007 | 3.0% | 18% | 22% | 18.4% |
| 2008 | 3.7% | -43% | -37% | -39.2% |
| Avg | 3.15% | 8.56% | 3.9% | 0.75% |
Do I care that the financial crisis has practically reversed all those gains? Not particularly. My investments are all still paying dividends and I'm still in front of inflation. Actually, yields are ridiculously high right now. So... I'm off to do some shopping :)
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