Home|Who We Are|Our Services|Resources|News Center|Contact Us|Client Access
More Articles  Printer Friendly Version

 

The Persistent Leadership Of U.S. Stocks

4928 3

The Standard & Poor’s 500, an index representing U.S. stocks, returned 125.4% in the five years ended June 30, 2021, making it the No. 1 performer of this diverse group of 13 types of securities investments. A distant second was the 74.9% return on a global index of stocks excluding the U.S.

Below is the same data, the five-year returns on the same 13 indexes, for each of the past four years ended June 30.

4928 5

Remarkably, U.S. stocks were not just No. 1 for the five years ended June 30, 2021, but they were the No. 1 performer for the past five five-year periods ended June 30, 2020, 2019, 2018, and 2017!

Coming out of the first pandemic in a century, the future is uncertain, and past performance is no indication of your future investment results, but the persistent leadership of U.S. stocks is an important trend driven by financial economic conditions.

This is one of the highlights in a detailed quarterly report we will send you free upon request.

Nothing contained herein is to be considered a solicitation, research material, an investment recommendation, or advice of any kind, and it is subject to change without notice. Any investments or strategies referenced herein do not take into account the investment objectives, financial situation or particular needs of any specific person. Product suitability must be independently determined for each individual investor. Tax advice always depends on your particular personal situation and preferences. You should consult the appropriate financial professional regarding your specific circumstances. The material represents an assessment of financial, economic and tax law at a specific point in time and is not intended to be a forecast of future events or a guarantee of future results. Forward-looking statements are subject to certain risks and uncertainties. Actual results, performance, or achievements may differ materially from those expressed or implied. Information is based on data gathered from what we believe are reliable sources. It is not guaranteed as to accuracy, does not purport to be complete, and is not intended to be used as a primary basis for investment decisions. This article was written by a professional financial journalist for Advisor Products and is not intended as legal or investment advice.


Email this article to a friend


Index
A Reminder About Market Timing And Stocks
10 More Year-End Planning Tips To Slash Your 2022 Taxes
10 Year-End Tips to Slash Your 2022 Tax Bill
Start Thinking About Year-End Tax Planning Now
The New Retirement Plan Distribution Rules
Relying On An IRA Custodian For Advice
Financial Disappointment Can Darken Your Financial View
Why Knowledge Of Financial History is Critical To Investors
Inflation Declined And Stocks Rallied Today
Amid 2Q '22 Turmoil, Fed’s Robo-Economist Forecast Was More Accurate Than Leading Economists
A Long-Term Perspective Amid The Bear Market Of 2022
Since A Picture Is Worth A Thousand Words, We’ll Be Brief
Estate Planning For The 99.5% Of Americans
2022 Estate & Gift Tax Planning For Large Estates
Investor Alert: Bear Markets Bring Out Advice And Scams Preying On Fear
What Happens With Your Assets When You Die?

This article was written by a professional financial journalist for Responsive Financial Group, Inc and is not intended as legal or investment advice.

©2022 Advisor Products Inc. All Rights Reserved.
© 2022 Responsive Financial Group, Inc | 204 W Wing St, Arlington Heights, IL 60005 | All rights reserved
P: 847-670-8000 | F: 847-590-9806 ben@rfgweb.com |
Disclosure | Contact Us
Responsive Financial Group, Inc. is a fee-only registered investment advisory firm in the State of Illinois. Information on this site is compiled from multiple locations and is believed to be accurate. Incorrect information may come from these outside sources. Should you notice anything please notify us immediately. Thank you!