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Historical Returns of Market Indices

Please note that returns for the market index are now only available to subscribers of our Money Mastery Centre. To subscribe please visit our store here.

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A Sample

Below is a sample of the historical returns that we provide.

Summarised below are the historical returns of major market indices as at 31st March 2008. 

Index 6 Months 1 Year 3 years 5 Years 10 Years
Australian Shares -16.89%

-7.21%

13.82% 18.02% 11.50%
International Shares -13.83% -14.56% 3.50% 6.55% 1.11%
Australian Property Trusts -29.68% -24.16% 4.94% 9.58% 10.05%
Australian Fixed Interest 2.47% 4.29% 4.90% 4.73% 5.60%
International Fixed Interest 6.27% N/A 6.70% 6.76% 7.28%
Australian Cash 3.59% 6.99% 6.33% 5.93% 5.60%

Source: van Eyk Research

3, 5, and 10 year returns are annualised.

This information is provided in good faith, but please note that we do not warrant or guarantee the accuracy of the index return information.

Indices Used:

Australian Shares

International Shares

Australian Property Trusts

Australian Fixed Interest

International Fixed Interest

Australian Cash

S&P/ASX 300 Accumulation

MSCI World ex Aust (AUD) Net Reinvest

ASX 300 Property Trusts Accumulation

UBS Warburg Composite All Maturities

JP Morgan Broad WGBI (AUD) Hedged

UBS Warburg Bank Bill

 



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Matt Hern trades as FINDRE
(Empowered Wealth Pty Ltd t/as)

ABN: 21 592 525 720

Phone: 08 9467 7320, Fax: 08 9463 7848
PO Box 259, Bull Creek, Perth, Western Australia 6149, Australia
Website: www.MattHern.com.au Blog: www.Money-Guide.com.au

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