A look at risk and return from a historical perspective

A look at returns for various assets (mainly will focus on stocks) over the years.

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    Historical Returns

    The raw data for treasury bond and bill returns is obtained from the Federal Reserve database in St. Louis (FRED). The treasury bill rate is a 3-month rate and the trreasury bond is the constant maturity 10-year bond, but the treasury bond return includes coupon and price appreciation.

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    Historical Chart Gallery: Market Indexes - StockCharts.com - Free Charts

    These charts show long-term historical trends for commonly followed US market indexes. These charts are updated every Friday evening. Members can click on these charts to see live versions - PRO members will see complete versions while other members will only see data from 1980 until now.

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    Yearly Stock Returns Index

    Yearly Stock Returns Index Currently 2,233 stocks, 96 ETFs and 115 stock indexes are included in the Yearly Stock Returns Index . The Yearly Stock Returns Index (YSRI) shows how an individual stock or major stock market has performed on a yearly basis.

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    8 lessons from 80 years of market history

    Watch the basket, not the eggs By What do you think is the most important thing that investors do? Keep their expenses low? Hire a superstar manager? Avoid taxes? Have perfect timing? They're all significant, but arguably the very most important decision is choosing what kinds of things to invest in. Asset class selection is the fancy name for this.

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    A look within the data

    not all stocks move in perfect lockstep (fortunately for diversification purposes!)  the following shows how various assets move in different times and to different degrees.

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    Performance History | AAII: The American Association of Individual Investors

    A look at various ways to classify stocks and hence to see where returns may or may not be higher.

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    Portfolio allocation models

    Portfolio Analysis-Model asset allocation

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    Standard Deviation And Variance - CFA Level 1 | Investopedia

    STEP BY STEP ON HOW TO CALCULATE Stdev and other measures of risk. Quantitative Methods - Standard Deviation And Variance The range is the simplest measure of dispersion, the extent to which the data varies from its measure of central tendency. Dispersion or variability is a concept covered extensively in the CFA curriculum, as it emphasizes Range and Mean Absolute Deviation risk, or the chances that an investment will not achieve its expected outcome.

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    Mean & Standard Deviation Analyzing Investment Returns

    The arithmetic mean and standard deviation are the first and most simple of the basic statistical concepts used in investing. The mean and standard deviation of investment returns provide the basic profile of any security with respect to risk and return. The mean, in statistics, is merely the arithmetic average.

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    A look at stock market volatility

    Risk and return. Like PB and Jelly. They go together.

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