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Findings
Why everyone needs a financial plan
Do Equities always give good returns over the long term (more than 10 years)
Gold never loses money (-0.38% annualized return over nearly 7 year period).
Midcaps returned -0.28%, totalized annualized returns from nifty midcap 150 over 6 year period.
0.83%, This is annualized returns from Nifty for 6 year period when annualized inflation was above 6%.
0.13%, This is annualized returns from FTSE 100 for 10 year period.
Balanced advantage funds always make money (-0.05%, This is annualized returns from Nippon Balanced fund over 5 years).
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CAC 40
CAC 40 Total Price Index in EURO
Symbol
CAC40
Initial Amount
Frequency: Monthly
End Amount: 7101
CAGR (%): -1.69
Inflation Adjusted CAGR (%): Not available
Periods of negative return (drawdowns)
Start Date
End Date
Days
Max Drop (%)
Start Value
End Value
Min Value
Aug. 1, 2000
March 1, 2020
7152 days
60.48
6625.42
4396.12
2618.46