Long-term Real Return

INVESTMENTS AT A GLANCE

Long-term Real Return (Inflation Adjusted)

(As of 30 June 2018)

1 Year 2 Years 3 Years 5 Years 10 Years 15 Years 20 Years 25 Years 50 Years
UN Nominal Return (%) 9.2 10.6 6.8 7.4 5.2 7.4 6.4 7.5 8.4
US CPI (%) 2.7 2.2 1.8 1.5 1.4 2.1 2.2 2.2 4.0
UN Real Return (Inf. Adj.) (%) 6.3 8.3 5.0 5.8 3.8 5.2 4.1 5.2 4.2
Excess Return (3.5%) 2.8 4.8 1.5 2.3 0.3 1.7 0.6 1.7 0.7

 

Note:
Nominal returns are annualized for the current year.
Nominal returns and the US-CPI are rounded off to the single decimal point.
Real return are calculated using a geometric difference.
Numbers for the current year are preliminary and are subject to change.
(Data from independent Master Record Keeper)