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Fixed-income indices have delivered eight periods of negative returns over the past 97 years. Following each of the previous seven negative periods, investors who stayed the course were eventually rewarded.

Calendar Year Performance (%)

 
Year Return   Year Return   Year Return   Year Return   Year Return   Year Return
1926 5.38   1942 1.94   1958 -1.29   1974 5.69   1990 8.96   2007 6.97  
1927 4.52   1943 2.81   1959 -0.39   1975 7.83   1991 16.00   2008 5.24  
1928 0.92   1944 1.80   1960 11.76   1976 15.60   1992 7.40   2009 5.93  
1929 6.01   1945 2.22   1961 1.85   1977 3.04   1993 9.75   2010 6.54  
1930 6.72   1946 1.00   1962 5.56   1978 1.39   1994 -2.92   2011 7.84  
1931 -2.32   1947 0.91   1963 1.64   1979 1.93   1995 18.47   2012 4.21  
1932 8.81   1948 1.85   1964 4.04   1980 2.71   1996 3.63   2013 -2.02  
1933 1.83   1949 2.32   1965 1.02   1981 6.25   1997 9.65   2014 5.97  
1934 9.00   1950 0.70   1966 4.69   1982 32.62   1998 8.69   2015 0.55  
1935 7.01   1951 0.36   1967 1.01   1983 8.36   1999 -0.82   2016 2.65  
1936 3.06   1952 1.63   1968 4.54   1984 15.15   2000 11.63   2017 3.54  
1937 1.56   1953 3.23   1969 -0.74   1985 22.10   2001 8.44   2018 0.01  
1938 6.23   1954 2.68   1970 16.86   1986 15.26   2002 10.26   2019 8.72  
1939 4.52   1955 -0.65   1971 8.72   1987 2.76   2003 4.10   2020 7.51  
1940 2.96   1956 -0.42   1972 5.16   1988 7.89   2004 4.34   2021 -1.54  
1941 0.49   1957 7.84   1973 4.61   1989 14.53   2005 2.43   2022 -13.01  
                        2006 4.33   2023 5.53  

Past performance does not guarantee future results. Returns are for IA SBBI US Intermediate-Term Government Bond Index from 1926-1975 and the Bloomberg US Aggregate Bond Index from 1976-2022. Indices are unmanaged and not available for direct investment. Data Source: Morningstar, 1/24.

Talk to your financial professional to learn more about opportunities in fixed income.

 

IA SBBI US Intermediate-Term Government Bond Index measures the performance of five-year maturity US Treasury Bonds.

Bloomberg US Aggregate Bond Index is composed of securities that covers the US investment-grade fixed-rate bond market, with index components for government and corporate securities, mortgage pass-through securities, and asset-backed securities.

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

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