• Products

    World Bond Fund Monthly Positioning & Outlook

    View Now >

  • Insights

    Human-Centric Investing Podcast

    Listen to Latest Episode >

  • Practice Management

    Applied Insights Team

    Learn More >

  • Resources

    Tax Center

    View Now >

  • About Us

    Human-Centric Investing

    Learn More >

When investors hear that stocks have averaged an annual return of 10.3% since 1926, they may mistakenly believe that stocks will return 10% most years. In reality, stocks have only returned between 8 and 12% in six calendar years since 1926.

S&P 500 Index Annual Total Returns (1926 – 2020)

Painful Challenging Good Exceptional
>-20% -16 to -20% -12 to -16% -8 to -12% -4 to -8% 0 to -4% 0 to 4% 4 to 8% 8 to 12% 12 to 16% 16 to 20% >20%
1930 -24.89 N/A 1973 -14.68 1929 -8.41 1977 -7.15 1934 -1.44 1960 0.46 1947 5.70 1926 11.62 1965 12.45 1944 19.75 1927 37.48
1931 -43.33     1932 -8.19 1981 -4.92 1939 -0.41 1970 3.85 1948 5.50 1959 11.95 1971 14.30 1949 18.79 1928 43.60
1937 -35.02     1940 -9.78 2018 -4.38 1953 -0.98 1994 1.32 1956 6.55 1968 11.06 2006 15.79 1952 18.36 1933 53.99
1974 -26.46     1941 -11.59   1990 -3.10 2011 2.11 1978 6.57 1993 10.07 2010 15.06 1964 16.48 1935 47.66
2002 -22.10     1946 -8.07     2015 1.38 1984 6.27 2004 10.88 2014 13.68 1972 18.99 1936 33.92
2008 -36.99     1957 -10.78       1987 5.25 2016 11.95   1979 18.60 1938 31.12
      1962 -8.72       1992 7.61     1986 18.66 1942 20.34
      1966 -10.06       2005 4.91     1988 16.60 1943 25.89
      1969 -8.50       2007 5.49     2012 16.00 1945 36.43
      2000 -9.10             2020
16.26
1950 31.71
      2001 -11.88               1951 24.01
  1954 52.62
Past performance does not guarantee future results.
The performance shown above is index performance. Investors cannot directly invest in an index.

Bottom line: The high returns that stocks have delivered come with significant volatility—but this has been worthwhile for long-term investors.
 





  1955 31.56
1958 43.36
1961 26.88
  1963 22.80
1967 23.97
1975 37.22
1976 23.92
1980 32.50
1982 21.54
1983 22.55
1985 31.72
1989 31.68
1991 30.46
1995 37.57
1996 22.96
1997 33.36
1998 28.57
1999 21.04
2003 28.68
2009 26.46
2013 32.38
2017 21.83
2019 31.48

Your financial professional can help you stay focused on your long-term goals when you feel impatient with the stock market.

S&P 500 Index is a market capitalization-weighted price index composed of 500 widely held common stocks. Returns for the S&P 500 Index from 1926 to 1969 are calculated by Ibbotson and is represented by the SBBI US Large Stock Index. Returns from 1970 to 2020 are for the S&P 500 Index.

Important Risks: Investing involves risk, including the possible loss of principal.

CCWP091   221191

 

The material on this site is for informational and educational purposes only. The material should not be considered tax or legal advice and is not to be relied on as a forecast. The material is also not a recommendation or advice regarding any particular security, strategy or product. Hartford Funds does not represent that any products or strategies discussed are appropriate for any particular investor so investors should seek their own professional advice before investing. Hartford Funds does not serve as a fiduciary. Content is current as of the publication date or date indicated, and may be superseded by subsequent market and economic conditions.

Investing involves risk, including the possible loss of principal. Investors should carefully consider a fund's investment objectives, risks, charges and expenses. This and other important information is contained in the mutual fund, ETF or closed-end interval fund prospectus or summary prospectus, which can be obtained from a financial professional and should be read carefully before investing.

Mutual funds and the closed-end interval fund are distributed by Hartford Funds Distributors, LLC (HFD), Member FINRA/SIPC. Exchange-traded products are distributed by ALPS Distributors, Inc. (ALPS). Advisory services may be provided by Hartford Funds Management Company, LLC (HFMC) or its wholly owned subsidiary, Lattice Strategies LLC (Lattice). Certain funds are sub-advised by Wellington Management Company LLP and/or Schroder Investment Management North America Inc. Schroder Investment Management North America Ltd. serves as a secondary sub-adviser to certain funds. Hartford Funds refers to Hartford Funds Management Group, Inc. and its subsidiaries, including HFD, HFMC, and Lattice, which are not affiliated with any sub-adviser or ALPS. The funds and other products referred to on this Site may be offered and sold only to persons in the United States and its territories.

© Copyright 2021 Hartford Funds Management Group, Inc. All Rights Reserved. Not FDIC Insured | No Bank Guarantee | May Lose Value