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Fire@YovaEngg
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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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S&P 500
S&P 500 Price Index in USD
Symbol
SNP500
Initial Amount
Frequency: Monthly
End Amount: 9397
CAGR (%): -0.50
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
April 1, 2007
2434 days
46.28
1517.70
1530.60
815.30
Oct. 1, 2007
Dec. 1, 2012
1888 days
52.56
1549.40
1426.20
735.10