Comparison of Various Investment Vehicles
See how the various type of investments have fared over the past 50 or so years. Of course, everyone has to be responsible for making their own decisions in this world and Retiree World should never be considered a financial advisor; we are just pointing out the historical results of various type of investments. And, historical results are not good predictors of future returns.
|
|
Type of |
|
Typical |
|
Dividend/ |
|
Risk |
|
|
Investment |
|
Annual |
|
Income |
|
(1-10) |
|
|
|
|
Total |
|
(incl in Ret) |
|
|
|
|
|
|
Returns* |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Certificate of Deposit |
|
3% to 6% |
|
3% to 6% |
|
2 |
|
|
|
|
|
|
|
|
|
|
|
U.S. Bonds |
|
3% to 5% |
|
3% to 5% |
|
1 |
|
|
|
|
|
|
|
|
|
|
|
Corporate Bonds |
|
4% to 7% |
|
|
|
3 |
|
|
|
|
|
|
|
|
|
|
|
Large Company Stocks |
|
5% to 9% |
|
1% to 5% |
|
4 |
|
|
|
|
|
|
|
|
|
|
|
Midsize Company Stocks |
|
6% to 10% |
0 to 2% |
|
5 |
|
|
|
|
|
|
|
|
|
|
|
Small Company Stocks |
|
8% to 13% |
0 |
|
7 |
|
|
|
|
|
|
|
|
|
|
|
Real Estate Investment Trusts |
|
6% to 10% |
4% to 8% |
|
5 |
|
|
|
|
|
|
|
|
|
|
|
International Stocks |
|
6% to 30% |
0 |
|
6 |
|
|
|
|
|
|
|
|
|
|
|
Emerging Market Stocks |
|
12% to 35% |
0 |
|
8 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
* 'Typical' as per actual results from 1950-2005 |
|
|
|
|
|
|
|
|
|
|
|
|
Close Window
|
